Advanced search - client options
The Advanced Search options management allows you to set the advanced search options so that they persist and can be enforced for each advanced search. These are the check box options that show in the Advanced search page.
To set the global Advanced Search options
- In the Web Client, go to Administration Panel > System Configuration > Client Options > Advanced Search Options.
- Use the following table to set the global Advanced Search options for the document management software:
|
Option |
Description |
Values |
Default Value |
|---|---|---|---|
|
Boolean search |
Allows a user to use the Boolean search options. |
Enabled Disabled |
Disabled |
|
Include Archive in Search |
Searches the documents in the Library archive and includes any matches in the results. FileHold will search only the Library (current documents) if this option is not selected. |
Enabled Disabled |
Disabled |
|
Include All Document Versions |
Searches all versions of the document. FileHold will only search the latest version if this option is not selected. |
Enabled Disabled |
Disabled |
|
Search Using Historical Metadata Fields |
If metadata field names and values have been changed over time, you can still search these "historical" items as FileHold keeps track of any changes that have been made. |
Enabled Disabled |
Disabled |
- Select the Enforce check box next to the preference you want to be imposed on all users. Users will not be able to modify this setting in their personal Advanced Search options. Administrators may be able to modify their personal Advanced Search options which are dependent upon the setting in System Configuration > Settings > General.
- To reset the value for all users, click the button next to the option name. At the prompt message, click . The settings will take effect the next time the user logs into FileHold.
- To reset all advanced preference options to their original default values, click .
- Click . The changes will be pushed out to all end users unless their Advanced Search options have been previously modified. If the option is set to “enforced” then their options will be changed and locked down (meaning they cannot be modified by the end user) except for possibly Library Administrators or higher.