Example setup
In version Processen 7002, the following items have been published to the Portal:
ProcessA – Relation to EmployeeA – Field link to EmployeeA – Internal file DocumentA
ProcessB – Relation to EmployeeB – Field link to EmployeeB – File DocumentB
ProcessC – Relation to EmployeeC – Field link to EmployeeC – Network file DocumentC
Using the search function
- Click the Search button in the toolbar.
- Enter your search term.
- Define the search area:
- Specific version (e.g., Processen 7002)
- All versions
- Branch
- Topic
When choosing version, branch, or topic, a dropdown appears to select the exact scope.
Default search setting
The Portal Administrator can define the default search scope for all users in the Portal on the General tab > Search default
Search options
The following search options are available:
- Descriptions
Searches topic descriptions, including topic names and topic fields.
Example: Searching for documentb in Processen 7002 under Descriptions
shows 3 hits.
- Text
Searches only the text content of topics.
Example: Searching for documentb under Text
shows 1 hit.
- Topic names
Searches only topic names.
Example: Searching for documentb under Topic names
shows 2 hits.
- Other search categories
Charts– searches diagrams
Matrices – searches matrices
Reports – searches reports
Fields – searches fields of topics
Keywords on documents – searches documents linked as File
Keywords on external documents – searches documents linked as Network file
Notes
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Keywords added to topics can be searched by entering one or more keywords.
-
Multiple keywords can be separated by spaces and are case-sensitive.
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If you link an empty file to a topic and add keywords, these keywords will not be searchable. Linked files must contain content for keyword search to work.