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 Finding Documents Using Document Data

Use

The key fields have a decisive influence on the number of database accesses and therefore on the runtime of the Find function. If you enter main parameters, the system only uses secondary indices as a starting point for further selection. You can speed up the document search by making at least one entry in the key fields. To avoid overloading the system, the maximum number of hits is set to 100 in the standard.

Procedure

Choose DocumentFind

The Find Document: Selection Criteria screen appears.

On the Document Data tab page you can make entries in key fields and enter document data, for example:

You can make a generic entry in the Document and Document Type fields.

 

Entry

Hits

Document: CA*

CAP-01-02

CAR-10-11

Document Type: D*

DRW

D-1

You can also perform a generic search for the User by entering the characters you know, followed by the special character “ *”. Display the input help. A dialog box appears that contains the user name with this set of characters. Additionally, you see the department that this user belongs to, provided this information has been entered in the user master record.

 

Entry:

BA*

Hits:

BACH

BAKER

You can display the possible entries for the All Documents with Application and the Data Carrier fields. You cannot make a generic entry. If you enter an application in the field All Documents with Application , the system only searches for document info records that have at least one original assigned to them with this application.

The system sets the special character*as a default in the CAD indicator field (display documents irrespective of the CAD indicator).

The system also includes the following options for selecting documents by CAD indicator:

Entry

Value

X

Documents with a CAD indicator

Documents without a CAD indicator

You can restrict your search by choosing a status.

Choose the language-dependent abbreviation of the status in the Document Status field. The system checks the status in the logon language.

You can set the time frame for searching for documents using the fields Date From and Date To .

You can find further information as well as examples of searches in the online documentation about status fields.

Confirm your entries. Choose another tab page or start the find function with Execute .

If you want to extend the search criteria by the selection options listed below, you can activate the enhanced search function in Customizing for Cross-Application Components under Document Management System Control Data Activate Enhanced Document Search . By activating the Search by Attributes of Originals checkbox, the following additional fields and radio buttons appear on the Document Data tab page:

In addition to the All Documents with Application field, the All Documents Without Application field is also available. If you enter an application in this field, you can search specifically for document info records that do not have any originals assigned to them with this application.

You can search for document info records that have a specific original application file assigned to them. You can use wildcards in the File Name of Original field.

The system executes the search based on the criteria described above. However, you can use the radio buttons to further restrict the document search so that the system only finds document info records that

Have at least one original assigned to them that has never been checked in.

Have at least one original assigned to them that is currently checked out.

Do not have any originals assigned to them.

Result

The system displays a list of all the documents that meet the search criteria you entered.

From this list, you can change and display documents as well as display the original application files.

See also: Evaluation and Processing of the Document List