BlueCielo Meridian Enterprise 2017 User's Guide

Using Quick Find

Quick Find is a more advanced search method that is simpler than Find.

To search using Quick Find:

Note    By default, Quick Find does not search in the document content (full-text) unless configured to do so by a system administrator.

1. Type the text that you want to find in Quick Search on the toolbar.
2. Click the Run Search icon or press Enter. The Search Results view appears.

To search using Quick Find, use the lists on the toolbar as follows:

1. Select a property or option to search. The properties listed are those designated by a system administrator as Key Find properties. Besides the Key Find properties, the following options may be selected:

   • Name: The Name (document name) property is available by default.
   • Document Content: Searches for text that is contained within a document.
   • Memo Content: Searches for text that is contained in memo type properties.
   • Text and Memo Content: Search for text contained within any text type or memo type properties.
   • Text and All Content: Searches all of the above: text properties, document content, and memo properties.
     

   Note    The exact match and fuzzy search options for document content and memo content determine how substrings in text are detected. They can be important for finding, for example, the same date formatted for different locales (1-2-2013 vs. 2-1-2013) or a document, tag, or part number that contains punctuation characters (71-3810.10).

2. Select a search operator:

   • Equals: The search property must match the search value.
   • Contains: The search property must contain the search value
   • Starts with: The search property must start with the search value.
   • Contains multiple words (separate words with a space): The search property must contain all of the search values.

3. Specify one of the following search terms:

   • If the property uses a lookup list, a value from the text box list.
   • A previous search term. PowerUser remembers the last 10 search terms.

     Tip    To clear the search value list, right-click the text box and select Clear Search History.

   • Type all or part of the text that you want to search for in the text box.

4. Select a search context:

   • This Vault.
   • All Vaults: Includes all vaults on the same Meridian server as the current vault. This option is not available if a scope is active.

5. Click the Execute Search button or press Enter to start the search. If the search is successful, the Navigation view automatically changes to Find Results with the found documents listed. The Find Results view can be configured and filtered the same as other views as described in Working with Navigation views. If the search is unsuccessful, an information dialog box appears. Click OK to stop searching. Click Cancel to modify the search parameters and try again.

   Note    The Run Search button is cleared when a search condition is selected that is not valid for the current search property or option. The following table indicates the valid conditions for each property type or search option.

If you select the search context All Vaults and your search is successful, the results are shown in a new window instead of in the Find Results navigation view. Select a document and click Details to show the thumbnail and a limited number of properties for the selected document. If you select a document that resides in a different vault and either click the Go To button or double-click the document, a new PowerUser window opens and the document you selected is made the selected document.