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Overview

This feature allows the user to perform an additional search on a container from the View All Documents action. In some situations, such as a long-tail insurance claim, the total number of documents in a given container may exceed the repository's search result limit. The "Refined Search" feature gives the user more control over what documents from the container are returned to View All Documents by allowing providing more specific search criteria. This feature can still be used when that limit has not been reached by the initial view all documents query.

Refined Search in View All Documents

Configuration

To enable this feature, go to Admin -> Stage -> (desired trac) -> Folder Actions -> View All Documents. Scroll to Additional Configurations and turn the "Enable Additional Searching" switch to "ON". Once active, this feature uses the View All Documents search configuration and the configured query type. This feature allows the user to select one document object type to perform the refined search on. The object types available are selected from the search config's attribute search. The displayed form for each object type can be set in the attribute search config. Additional Searching is not supported for the getChildren query type and does not support searching on folder object types

Refined Search in Action

Performing a Search

• Navigate to any container that belongs to the configured trac.
• Find the search icon button to the right of the search result controls.
• Click on search icon to open the Refined Search slide out pane.
• At the top of the view is a drop down to select document type you would like to search against. The form below matches what is configured for that object type. Populating form fields with the values you wish to search on.
• To search, click the search button at the top of the view.
• To empty out the current form, click the reset button located next to the search button.

Handling the Refined Search Results

After searching, the pane will off the screen. The displayed results are those of the additional search. Notice the search button is now displayed as active and text appears to the right of the search results message. All text and facet filtering, as well as pagination functionality, is still active for the user to use. Clicking on the search icon again will allow you to perform a new search independent of the previous search. Clicking on the reset search message runs the initial view all documents search before any additional searching was performed.