Searching 

Use

The Find activity is offered for all element types. The search interface is the same whether you are searching for records, documents, notes, record models, or file plans. This search interface is described below. For a description of the Find activity for all other elements, see Activities for Element Types and Elements.

Activities

...

       1.      In the area Role-Based View, position the cursor on an element type of the type records, documents, notes, record models, or file plans. In the context menu, choose the activity Search, or choose . The search is based on the selected element type.

       2.      A dialog box appears. Here, you can restrict your search by entering attribute values. The hit list then only contains elements that have these attribute values. If you do not enter an attribute value, the system searches for all elements that belong to the element type.

To search using attribute values, proceed as follows:

...

                            a.      Various attribute values are available, for example: Short Description, Language, Record Number, Keyword, Time Changed. Enter your attribute values, or use the input help to select the attribute values. You can also use the wild card (*) selection.

                            b.      For some attribute values, you can make a multiple selection. A dialog box is displayed where you can select values and intervals.

                            c.      Choose  Start Search.

                            d.      The search result is displayed in the lower window.

                            e.      Make your selection and choose . The selected element is displayed in the organizer and is added to the History.

...

Special Functions

Keyword Catalog

Provided that a keyword catalog has been created in Customizing, you can select the attribute  Keyword. Choose the input help for the keyword. The keyword catalog is displayed. In the keyword catalog, select one or more keywords. If you select a keyword in a lower hierarchy level, all the keywords above this word in the hierarchy are also selected. To use the key words for the search, choose .

For more information, see Searching by Keywords

Saving Search Variants

If you plan to search regularly by using the same entries, you can save the search variants by using . The search query is saved personally. This means that only you have access to the search variants. You can save any number of search queries. You can select the search variants that you saved by choosing  Select Search Variant.

Accessing Old Versions

You can use the field Only Current Versions to determine whether old versions of the elements are also included in the hit list, or only the current versions. The checkbox is selected in the standard setting. If you deselect the checkbox, all versions are listed in the hit list. The version number of the element is displayed in the Version column.