ProjectWise Explorer Help

Setting the Default Quick Search Type

The items in the datasource that a quick search will search through is determined by the default quick search type. This is set by clicking the Quick Search Settings icon inside the Quick Search field, and selecting the quick search type you want to use. The selected quick search type will be set as the default for your quick searches until you change it again. You can select one of the delivered quick search types to use, or you can create and use one of your own custom quick search types.

The following table shows what items each of the delivered search types will search through:

  Quick Search Type: All Content Quick Search Type: Full Text Search Quick Search Type: Document and Folder Properties
document name x x x
document description x x x
document file name and extension x x x
document full text search x x
environment attributes x
folder/work area name x x x
folder/work area description x x x
work area properties x x

To Set the Default Quick Search Type

  1. In the Search toolbar, click the Quick Search Settings icon inside the Quick Search field and select one of the quick search types listed.

    OR

  2. In the Search toolbar, click the Quick Search Settings icon inside the Quick Search field and select Settings. When the Quick Search Settings dialog opens, select the Search Type tab. In the list on the left, right-click one of the quick search types listed and select Set as default.

To Create a Custom Quick Search Type

  1. In the Search toolbar, click the Quick Search Settings icon inside the Quick Search field and select Settings.
  2. When the Quick Search Settings dialog opens, select the Search Type tab and click the New search type button.
  3. In the Quick Search Type dialog that opens, enter a name for the search type and click OK.
  4. In the list on the left, select the new search type, then in the list on the right, select the items you want that search type to search.

    You can configure custom quick search types to search any combination of the following:

    document name
    document description
    file name and extension
    document full text search
    environment attributes
    folder/work area name
    folder/work area description
    work area properties
  5. When finished click Apply, then OK.

    The new custom quick search type will now be available for selection when you click the Quick Search Settings icon.