Advanced Search
Advanced search gives you more flexibility when creating searches, with additional searches and wildcards and the ability to combine search types. Although it is possible to perform most searches without using advanced search syntax, advanced search provides additional options for more powerful searching. Advanced search syntax can also be used to refine search results when too many documents are returned.
Learn more about individual advanced search types.
Performing Advanced Searches
When using advanced search syntax, keep the following in mind:
- Multiple search syntaxes can be combined to form a single search.
- Use operators to combine different search syntaxes
- Parentheses and the order in which the search syntax is listed determine how the search syntax will be interpreted. For example, each of the following will produce different search results:
- (A & B) | C
- A & (B | C)
- C | A & B
- Advanced search syntax supports the use of wildcards (i.e., *, ?, [], and -).
- Delimiters (characters that are neither in the alphabet nor a number) can only be searched upon if enclosed in double quotation marks. There are four exceptions to this rule: #, $, %, &.
- For example, searching for ""in the city, a jeepney"" will return any one of the following results:
- in the city? A jeepney
- in the city. A jeepney
- in the city! A jeepney
- in the city a jeepney
- In other words, the search will return any result that has any delimiter in the place of the original delimiter (in this case the comma) or it will ignore the delimiter altogether.
- For example, searching for ""in the city, a jeepney"" will return any one of the following results:
- Some types of searches can be performed as either indexed or non-indexed searches.
- If a search is performed as a non-indexed search, it will always be performed as an exact phrase search. If a search is performed as an indexed search, it must be enclosed in quotes to be performed as an exact phrase search. Text phrase searches should be enclosed in double quotes; indexed metadata phrase searches should be enclosed in single quotes within the double quotes already present in the search syntax.
- If other search categories are present, a document or folder will not qualify as a search result unless it meets all of the specified criteria (i.e., the advanced search syntax and the additional search categories).
Example: The indexed field search {[]:[Summary]~="professional conference"} would not be performed as a phrase search, because only the standard double quotes are included in the syntax, not the single quotes denoting a . Any document with both the word "professional" and the word "conference" in the field would be returned. However, the indexed field search {[]:[Summary]~="'professional conference'"} would be performed as a phrase search, as the phrase is enclosed by single quotes, and only documents with the exact phrase "professional conference" in the field would be returned.
To perform an advanced search
- Open the Search Pane by clicking Search from the toolbar.
- Click Customize Search and select Search Syntax.
- Click the include search syntax in query checkbox.
- Type the desired advanced search syntax.
- Click the Search button at the bottom of the Search Pane.
- Open the Search Pane by clicking Search from the toolbar.
- Click Customize Search and select Advanced.
- Click the include advanced search criteria in query checkbox.
- Type the desired advanced search syntax.
- Click Search at the bottom of the Search Pane.
Note: If any other searches are open at the same time the advanced search is open and if the Include advanced search criteria in query checkbox is selected, the advanced search and the open search will be combined.
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- Electronic Document Advanced Search Syntax
- Entry ID or Entry Name Advanced Search Syntax
- Folder Specific Advanced Search Syntax
- Text Search Advanced Search Syntax
- Image Search Advanced Search Syntax
- Indexed Documents Advanced Search Syntax
- Link Group Comments Advanced Search Syntax
- Linked Documents Advanced Search Syntax
- OCRed Documents Advanced Search Syntax
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