Field and Template Search

1. In the Search Pane, click Customize Search and select Field Search.
2. Choose the search you want to run by selecting one or both of the following:
   • To search by field, select Search across selected fields.
     • Click Choose Fields.
     • In the Choose Fields dialog box, select the field(s) you want to search and click OK.
     • Type one or more search values in the appropriate field option(s).

       Note: If you begin to type a value in the field and no characters appear in the option, the characters you are typing are not valid for that field. For instance, you will not be able to type alphabet characters in a number field.

   • To search by templates and, optionally, their fields, select Search by template.
     • Select Search by template.
     • To search by template only, select the template and leave all the fields blank. This will return all documents and folders assigned this template regardless of the field values.
     • Optional: If you want to search for specific field values, type one or more search values in the appropriate field option(s).

     Note: If you begin to type a value in the field and no characters appear in the option, the characters you are typing are not valid for that field.  For instance, you will not be able to type alphabet characters in a number field.

3. Click Search.

Note: To remove fields, click Choose Fields and clear the fields you want removed

The Any Field search enables users to search for any field value without specifying a field.

For example, a user searches for the field value "2012." This will return documents with an address field containing "2012 Black Maple St" or documents with a name field containing "Employment Records 2012." You can search for fields in the following ways:

• Is exactly
• Contains
• Begins with
• Ends with

To search for a value in any field

1. In the Search Pane, click Select a search type and select Any Field from the menu. If it is not in the menu, click More to open the Search Attributes dialog box to add it. You can also click More next to Select a search type.

   Note: By default, the Any Field search is available in the Select a search type menu.

2. Select if the word or phrase you are searching for is exactly, contains, begins with, or ends with a certain word or phrase.
3. Type the word or phrase you want to search in the text box.
4. Click Search.

The Template search enables users to search for documents and folders by assigned template, field value, or multiple field values. To search by template only, select the template and leave all the fields blank. This will return all documents and folders assigned this template regardless of the field values.

To specify a field and value to search for, type the value you want to search for in the field. The search values you can input depend on the field type and any constraints on the field. For instance, you cannot search for alphabet characters in a number field, and if an administrator has constrained the phone number format that can be typed in a phone number field, you will not be able to type the number in a non-matching format.

Note: All fields left blank will be ignored when the search is performed.

To search by template

1. In the Search Pane, click Select a search type and select Template from the menu. If it is not in the menu, click More to open the Search Attributes dialog box to add it. You can also click More next to Select a search type.

   Note: By default, the Template search is in the Select a search type menu.

2. Select the template you want to search for from the drop-down menu.
3. Optional: Type one or more values in the appropriate fields.
4. Click Search.

Note: When performing a Date, Time or Date/Time search, you will only be able to input date and time values that match the date and time formatting for that field.