Configuring the advanced search page

The advanced search page appears when Meridian Explorer users select the Form Search option in the Search ribbon and then toggle on the advanced options. You can configure the options that appear and the properties that are shown on the page.

To configure the Advanced search page:

  1. In Meridian Enterprise Server Administration Console, in the Repositories group, click Views. The Explorer Views page appears and lists the existing views.

  2. Double-click the view that you want to configure.

    OR

    Select the view that you want to configure and then in the toolbar, click Properties.

    Note:

    Clicking Edit allows you to edit the view's definition as described in Creating and editing repository views, not edit its configuration as described in this topic.

    The view's configuration pages appear.

  3. In the menu, click SEARCH SETTINGS. A sub-menu and options for the feature category appear.
  4. In the sub-menu, click ADVANCED SEARCH to show the available options.
  5. Click options or type values using the descriptions in the following table.

  6. Configure the search criteria list by adding criteria.

    1. To add criteria, click Add New and continue as described in Selecting multiple properties. A new row appears in the criteria list for each property that you added.
    2. For each new property, select options in each column using the descriptions in the following table.

    To remove a criterion :

    • Select a row in the criteria list and click the Remove icon . The criterion is removed from the list.

    To configure the criteria order:

    • Drag a row and drop it in the preferred location in the list.
  7. Click SAVE.
Advanced search page options
Option Description

Enable

 Makes the advanced search page visible and available to users. Disable this option to hide the page from users.

Default

Makes the advanced search page the default search type for users.

List all properties

 By default, users can only select from the properties that are specified in the search criteria list defined in the next step. Enabling this option allows users to select from all available properties similar to the List all properties option in the Meridian Enterprise PowerUser Find dialog.

Filter drop-down values (cascading)

 Excludes values from lists that do not match the currently selected filter criteria. This makes the lists dependent on the other search criteria, also known as cascading value lists.

Min. autocomplete length

 Select the minimum number of characters that must match the search properties.

Enable search on object tag name

 Adds the Object Tag Name field to the default search form and to the advanced search form. Users can type a name (supported by autocomplete) in the field or select one from the list. The search result will show only the documents that are related to the selected tag. This condition can be combined with other search criteria. This option is not available for tag views.
Search criteria options
Option Description

PROPERTY

If necessary, click the cell and then select a different property from the list.

DEFAULT OPERATOR

Click the cell and then select a default operator from the list. Users will be able to select from any of the operators in this list as well as Is Empty and their inverse counterparts, for example, Not Empty.

Note:
  • For best performance, we recommend the Starts with operator as the default. If users select an existing value from a list, the Equals operator will always be used for best performance.
  • Wildcard characters are supported only by the Wildcard and Not Wildcard operators.

DEFAULT

By default, every criterion in the search criteria list is shown to the user. If a criterion should not be shown by default, clear the check box in this column. The user must then add that property manually at search time.

SHOW DROP-DOWN

Shows a list of values for the user to select from.