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PathcoreFlow User Manual

Search Overview


Search can be used for finding files and folders based in the Repository. Search uses a versatile query language that can be used to create complex expressions. Search queries can be quite specific with support for various advanced features:

  • One or more conditions
  • Condition groups (i.e., brackets are supported)
  • Restricting results to a folder or set of folders
  • Restricting result type (e.g., image, folders, files, etc.)

Clicking on a Custom Field value anywhere will trigger a search for all items in the Repository that have a field with the same value that was clicked. The search can then be modified to a different value for the same field from the search page.

Search Preambles

Search queries have preambles that can be used to narrow the search results:

  • The results type preamble may be used to narrow the types of items returned
  • The location preamble may be used to narrow the folders that are searched
To set the result type preamble

  1. Click on the Search Search button from the Navigation Menu

  2. Choose one or more types from the Find dropdown menu

To set the location preamble

  1. Click on the Search Search button from the Navigation Menu

  2. Click on the Edit icon and choose the set of folders for the search

  3. Click on the X button when done and continue building the search query

Basic Queries

To search for a file or folder in the Repository, start by creating a search query. The search query can reference some of the built-in System Fields as well as any user-defined Custom Fields.

To create a basic search query

  1. Click on the Search Search button from the Navigation Menu

  2. (Optional) Configure the result type preamble from the Find dropdown menu

  3. (Optional) Configure the location preamble from the Edit dropdown menu

  4. (Optional) Configure the logical operator from the Matching dropdown menu

  5. Click on the + Condition button; repeat as necessary

    a. Select a field from the dropdown menu

    b. Select an operation

    c. Fill the field accordingly

  6. Click on the Search button to run the query

    Search results will be displayed on the same page

Advanced Queries

Advanced search can be fully customized and may include logical groups (i.e., bracketed expressions).

To create an advanced search query

  1. Click on the Search Search button from the Navigation Menu

  2. (Optional) Configure the result type preamble from the Find dropdown menu

  3. (Optional) Configure the location preamble from the Edit dropdown menu

  4. (Optional) Configure the logical operator from the Matching dropdown menu

  5. Click on the + Condition button; repeat as necessary

    a. Select a field from the dropdown menu

    b. Select an operation

    c. Fill the field accordingly

  6. (Optional) Click + Condition Group; repeat as necessary

    a. Repeat step 5 as necessary

  7. Click on the Search button to run the query

    Search results will be displayed on the same page