The Nuxeo Platform provides different ways to search your documents: a Search tab in the side menu and a quick search at the top of the page.
Quick search can be accessed from any site page. At any time, you can search a document by typing keywords in the search box located at the upper right corner of the page.
To search a document using quick search:
- Type your keywords in the quick search field.
Matching documents are suggested as you type.
- Click on the document's name to open it.
When you start typing words in the quick search field, in the top right corner of the page, results are displayed as you type. This is the suggestion search. You can type words or dates in this field. Results include three types of items:
Pressing the "Enter" key will navigate to the first item in the suggestions. It's also possible to move the cursor (thin blue bar on the left) among the suggestions with the UP and DOWN keys and then pressing the "Enter" key will navigate to the selected item.
The Search tab enables you to search a document using documents metadata. You can for instance select metadata of the searched document or the date of specific events such as publication, creation.
The Search tab leverages Elasticsearch to provide a quicker and more efficient search. The search form uses Elasticsearch aggregates for most fields: aggregate fields values are filtered so as to display only relevant values and show the count of matching documents for each value.
This search offers several search criteria, that you can associate to define your search and find documents. When you associate different criteria, the query is built following this principle:
SELECT * FROM Document WHERE (criterion1 = value1 OR criterion1 = value2) AND (criterion2 = valueA OR criterion2 = valueB) AND criterion 3 = something
To search documents using the Search tab:
- Click on the Search menu.
- Fill in the form with your criteria.
- Collections and Text search do not rely on Elasticsearch aggregates. So they are not pre-filtered depending on already selected search criteria and do not trigger the query.
- Size: Folderish documents such as workspaces and folders have a 0 Kb size, whatever their content.
You can save searches done using the search tab so as to be able to reuse them at anytime. You can run and manage them from the Search tab.
When you save a search, you save its criteria. This means that the results displayed when you reuse the search may be different from the results at the time you saved the search, as the content of the application may (and probably will) have changed. Saved searches also include the results columns and sort criteria selected when the search was saved.
You can save as many searches you need. Click on the Save as button when you are satisfied with your query and results. Then give your search a title and save.
Saved searches are available in the Search tab drop down list. To load a search, just click on it in the list, it is automatically executed.
Share a Search
Saved searches are private by default. But you can share them by giving permissions on them. Select the search that you want to share from the Search tab drop down list and click on the more icon and then on Share. The permission pop-up will be displayed.
Delete a Search
You can manage and delete your saved search from the Search tab drop down list. Select the search that you want to delete from the Search tab drop down list, click on the more icon and then on Delete and confirm.
Trash Search enables you to find all the documents deleted depending on your access rights. For more information, see Trash Search.
Once DAM installed and assets documents created, a new search type is displayed in the left menu, the
Assets search. This search will let you search by assets metadata, such as:
The Assets search leverages Elasticsearch to provide a quicker and more efficient search. The search form uses Elasticsearch aggregates for most fields: aggregate fields values are filtered so as to display only relevant values and show the count of matching documents for each value.
The Assets search form offers several search criteria, that you can associate to define your search and find documents. Search results use the thumbnail view by default. Clicking on a document thumbnail will lead you directly to the document.
To search documents using detailed criteria:
- Click on the
- Fill in the form with your criteria and/or select the search criteria corresponding to your needs.
The search results will be automatically updated according to the criteria selected.