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Nuxeo Case Management Framework (CMF) 5.5
Nuxeo Case Management Framework (CMF) 1.x

Case Management 5.5

This documentation relates to an old version of the Nuxeo Platform (5.5). You may want to check the User Guide for the latest version of the Nuxeo Platform.

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Nuxeo CMF, like all Nuxeo

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modules, benefits from the different ways to find content that are available in the Platform.

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Table of Contents

Simple search

To be able to quickly search for documents from any page, users are displayed provided with a simple search field in the header of all pages.
When users type a user types a keyword in the quick search field, the CMF search engine searches this keyword in:

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To quickly search for cases and case items:

  1. Type one or several keywords in the simple search field.
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  2. Click on the Search button.
    The search is done and the results are displayed in the main part of the screen.
  3. Click on the case or case item you were looking for, in the search results.

Advanced search

Advanced search allows you to search documents on specific parameters.

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Adding new search results columns

Depending on the version of Nuxeo CMF that you use, the steps to add search results columns are not exactly the same.

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To add a new search results column

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:

  1. Click on the Advanced search link in the top rights corner of the page.
    The Search results columns form is displayed below the Search criteria form.
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  2. Select a schema.
    • The Uid schema includes versioning informations.
    • The Dublincore schema includes metadata informations.
      The fields corresponding to the selected schema are displayed in the Field selection list.
  3. Select the field to add and click on the Add field button.
    The new field is added at the end of the result columns.
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Removing search result columns

CMF 1.0 to 1.6: To remove a column, click on the icon Image Removed after the column name.

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Changing search result sorting

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Tip

You can also sort the search results directly from the search results by clicking on the column titles.

Faceted search

Info

Faceted search is available on the version 1.7 of Nuxeo CMF.

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To browse the content of the application using faceted search:

  1. In the Faceted Search tab, fill in the form with the properties of the documents you want to browse.
    For instance, we only want the documents created by user John Doe.
  2. Click on the Go button.
    The documents that were created by John Doe are displayed in the content part of the page.
  3. If needed, edit your filter criteria in the faceted search form that is still available.
    For instance, let's say we only want the documents created by John Doe that are "booklets".
  4. Click on the Go button again.
    The list of documents

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  1. matching both selected criteria is shown - the refresh happens automatically

Saving your faceted searches

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To save a search:

  1. Start a search using the faceted search form.
  2. When you are satisfied with the

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  1. results of your designated filter type a name for your search.
  2. Click on the Save button.
    The search is saved. It is stored in your personal workspace, in a "Saved searches"

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  1. section created automatically

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  1. by the system.

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  1. The new filter is now available in the Saved searches drop down list, in the "Your searches" part.

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Saving a search

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To save a search:

  1. Start a search using the faceted search form.
  2. When you are satisfied with the

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  1. results of your designated filter type a name for your search.
  2. Click on the Save button.
    The search is saved. It is stored in your personal workspace, in

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  1. the "Saved searches"

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  1. section created automatically

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  1. by the system.
    It is now available in the Saved searches drop down list, in the "Your searches" part.

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Sharing a saved search

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