Saved Searches

enaio® client 9.10 »

You can save completed search forms, either individually or combined, and full-text searches as queries. The query will be displayed in the object search and can be opened there.

Queries containing variables can be saved. To do so, you will have to select all those fields from the combined search form that are to be queried. These fields are then used to create a new search form which will be opened when starting the query.

Queries in expert mode can also be saved. However, only the entries for expert mode of one or more search forms are saved.

Saved searches can be configured to run immediately when they are opened or can be made available for editing.

A saved search can be set as the start query. The start query will open and is executed automatically when enaio® client is started.

Saved searches can also be added to the navigation and managed in the object search in folders.

Searches for portfolios can also be saved, but without variables and without expert mode.

Searches which you save are only accessible to you, though you can also send them to other users.

The administrator can make saved searches available to you.

Searching via the basic parameters can only be saved in combination with other queries.

Saving Queries

To save queries, follow these steps

1.

Open a search form or a combination of search forms (see 'Combined Queries').

2.

Fill out the search forms.

3.

Right-click to open the context menu of the search form.

4.

Click Save.

The Save query window will now open.

 

Title: enaio® client

5.

Name the query.

Decide whether to execute the query instantly at start-up or open the hit list, whether or not to make your query editable before it is carried out, and whether or not to calculate and display the number of hits.

Press Select icon to assign an icon to the saved search. The Function key list allows you to select a function key which, in combination with Ctrl+Shift, will start the search. Check whether the keyboard shortcuts are already in use.

You can specify whether a query will be added to the navigation as well as to the desktop area. Queries with variables can be created as an extra group in the navigation. If the search bar already contains a saved search as an extra group, the new saved search along with its variables will be added as the last group in the navigation.

6.

Click OK or press Enter.

The query is saved and shown in the object search in the Desktop directory.

In full-text search forms, you will find a Save button which you can use to open the Save query window where you can save the search terms and the object selection as a saved search.

Saving Queries with Variables

To save queries with variables, follow these steps

1.

Open a search form or a combination of search forms (see 'Combined Queries').

2.

Complete the fields on the search forms that are to contain constant values.

3.

Right-click to open the context menu of the search form.

4.

Title: enaio® client Click Variables.

The Edit query window will now open.

Title: enaio® client

5.

Enter the variables.

6.

Click OK.

The Save query window will now open.

7.

Name the query.

Choose whether to execute the query at start-up and open the hit list or whether or not to make your query editable before it is run.

8.

Click OK or press Enter.

    The query is saved and shown in the object search in the Desktop directory. You can add the query to the navigation and hide/show it quickly there.

Starting Saved Searches

To start a saved search, follow these steps

1.

Title: enaio® client Open the object search.

2.

Title: enaio® client

Open the Desktop area.

Saved searches will be shown.

3.

Double-click a query.

Depending on the query's settings, the query will open, run immediately, or the number of hits will be displayed.

Queries which contain variables will always open. If the query contains static variables ($STATn$), the entered value will be temporarily saved and used as default values the next time you open the query.

All simple field types and catalogs are available in the search forms of saved searches with variables. For fields to which add-ons are assigned, the add-ons are not available in the search form. The fields can be filled out manually. The date add-on and the user add-on are available.

An interpolation search is also possible in date, time, and number fields.

Operators and interpolation searches are not permitted by the basic parameter fields 'Created', 'Edited', and 'Archived’. The exact date must be entered. It is always preceded by '>='.

The hit list for a saved search will have the name of the query in its status bar.

Editing Saved Searches

Saved searches can be deleted, renamed, and placed on the navigation pane (see 'Navigation'). They can be flagged as the start query.

If you select a saved search in the Desktop area of the object search, you will find the following entries in the context menu:

Saved searches can be managed in folders within the Desktop area. Select the Desktop and click New folder in the context menu. A new folder is created. You can name the folder.

The context menu contains functions to name folders and delete empty ones.

Saved searches can be placed in a folder using drag and drop.