Searching for Objects Using Index Data and Basic Parameters

enaio® webclient • 11.10 »

If you know certain information about the folders, registers, and documents you are looking for, it’s best to use the object search. The object search can be found in the main menu in the Object search icon Object search area.

Restrict the search in the object search using the index data, the basic parameters (e.g., creator, editor, creation/editing date), and/or the full-text search of the objects. All search terms for objects, i.e., index data, basic parameters, and full text, can be combined.

The full-text search in the index data and in the basic parameters is only available if the object type supports full-text searches.

The searches are run from the index data forms. The result is shown as a hit list.

  1. Click or tap on the Object search icon Object search icon in the main menu.

    The navigation area with the object search will open.

  2. In the object search, select the cabinet in which you want to search for the required object and click or tap on the Arrow icon Arrow icon.

    The cabinet area with the available object types will open.

  3. Select the object type you are looking for.

    The search form will now open.

  4. If you want to include the basic parameters in the search, click or tap on the Basic parameters icon 'Add basic parameters' icon in the workspace title bar.

    The input fields for basic parameters are shown.

    The administrator can disable the feature across the entire system or only allow users to enter their own user name in the Creator, Editor, and Owner fields (see enaio® administrator External link – icon).

  5. Enter the search terms.

  6. Click or tap on the Start search request icon Search icon.

    7. The search is executed and the hit list is shown.

Properties of Search Forms

The search form has the same fields, field properties, and catalog buttons as the form that is filled in when you create objects.

If you leave all fields of a search form blank, all objects of the same type will be displayed.

Checkboxes that have been assigned a Neutral checkbox – icon neutral status in the search form will not be evaluated.

When designing the form, the administrator can also define whether the search form entries are case-sensitive.

You can also enter placeholders in the search form fields:

  • ? stands for exactly one arbitrary character.
  • * stands for any number of arbitrary characters.

Text fields can be configured in enaio® clientExternal link – icon to automatically append the placeholder *. This setting then also applies to enaio® webclient and to enaio® mobile.

You can search for all the objects that do not match your search criteria by placing the not-equal operators (<> or !=) at the beginning of a field. Not-equal operators can be combined with placeholders (* or ?). Not-equal operators can be used in text, number, date/time, and catalog fields.

You can search for empty fields by entering the special value #NULL# in the corresponding text field. You can use the not-equal operators (<> or !=) to invert the value. If you enter <>#NULL# in a text box, only those objects will be found for which this field is not empty, i.e., which contain data.

If it is possible to select multiple entries from a list catalog, you will find an Or and an And button above the list. Using these buttons, you can define how multiple values will be logically combined for the search. Add OR and the hit list will contain all objects indexed with at least one of the entries, but enter AND and the hit list will show all objects indexed with all selected entries.

The following applies if you are using enaio® mobile:

Multiple entries in a list catalog are selected in enaio® mobile by ticking the matching checkboxes.

For multilingual catalogs, the familiar search mechanisms (such as phonetic search with ~) as well as other familiar operators (such as > or <) are available. * and the user’s auto asterisk settings can be used for all searches, whether saved or not.

In the case of a search request, all objects with a corresponding catalog entry will be found regardless of the language of the object definition chosen by the user that is used to save the index data or the language in which the request was made. Search requests are evaluated in the user language.

In the date fields and date/time fields, you can enter either an exact date or an expression according to the following syntax:

01/01/2015-01/01/2016 All dates within this time period
<01/01/2015 All dates before this date
<=01/01/2015 All dates including this date and dates prior to it
>01/01/2015 All dates after this date
>=01/01/2015 All dates including this date and dates after it

The same syntax also applies to entries in time fields.

Clicking or tapping on a Date add-on icon Date add-on icon will open a calendar.

Clicking or tapping on a Calendar icon Calendar icon will enter today’s date in the date input field.

Clicking or tapping the Time period button will expand the dialog so you can select time periods.

If you only enter a date in a from field, then dates that are later than/match (>=) the date entered will be searched for. If you only enter a date in a to field, then dates that are earlier than/match (<=) the date entered will be searched for.

The following applies if you are using enaio® mobile on a smartphone:

On smartphones, you can enter time periods by tapping the Add icon Plus icon to the left of the date input field, which acts to expand the input form.

Clicking or tapping on a Time selection add-on icon Time selection add-on will open a time selection dialog. Clicking or tapping on the Time period icon Time period icon will expand the dialog to allow you to select time periods.

How a date or time selection add-on is configured determines whether or not users can select a time period.

In number fields enter either the exact number or an expression using the following syntax:

1-4 All numbers from 1 to 4
<4 All numbers less than 4
<=4 All numbers less than or equal to 4
>4 All numbers greater than 4
>=4 All numbers greater than or equal to 4

By clicking or tapping on the interval button, number fields are divided into two interval fields: from-to.

If you only enter a number in the from field, the system will search for all numbers greater than or equal to the number entered. If you only enter a number in the to field, the system will search for all numbers less than or equal to the number entered.

When searching by gender, you can enter male, female, or other as the search criteria. All you need to do is enter the values m, w or d in the corresponding search field.

When searching in table fields, the search will cover the column in which you enter the search term. Operators and expressions can also be used for searching within tables. The following operators and expressions are supported in search requests within tables:

  • Date and time fields

    • All dates within a time period (1/1/2022–1/1/2024)

    • All dates before this date (<1/1/2024)

    • All dates including this date and dates prior to it (<=1/1/2024)

    • All dates after this date (>1/1/2024)

    • All dates including this date and dates after it (>=1/1/2024)

  • Number fields

    • All numbers from – to (1–4)

    • All numbers less than (<4)

    • All numbers less than or equal to (<=4)

    • All numbers greater than (>4)

    • All numbers greater than or equal to (>=4)

  • Not-equal operators

    • <>

    • !=

  • Searching for empty fields

    • Empty (#NULL#)

    • Not empty (<>#NULL#)

If the latest (or an older) version of enaio® mobile is deployed in an enaio® system < 11.0, this feature is not available.