This tab contains sections for the configuration of search and filter options in the Cumulus Web Client.
Filters
This section is for specifying filters based on record fields. these filters can be employed in the Cumulus Web Client to narrow down the number of displayed items.
• Configured Filters – List of filters that can be selected the Web Client. You can add more filters, edit existing filters, or remove filters using the according buttons below the list, and you can change the sequence of the filters with the according buttons on the right side of the list. If Default is activated, the respective filters are displayed in the Manage Filter section of the Cumulus Web Client’s filter bar when a user logs in on the Cumulus Web Client for the first time.
NOTE: Employing filters influences the performance. The more filters are employed, the more load for the Cumulus Server.
Searches
This section is for specifying searches that are displayed in the main menu of the Web Client.
• Predefined Searches – list of specified searches. Each search consists of an icon, a name, a description (optional) and a query (a query is a combination of search criteria and logical operators). You can add more searches, edit existing searches, or remove searches using the according buttons below the list, and you can change the sequence of the searches with the according buttons on the right side of the list.
To add a search:
1. Click Add. The Define Search window is displayed.
2. Enter a name and (optionally) a description for the new search.
3. Select an icon for the search.
4. Enter a query that defines the search.
• Note that queries for filters must be created individually. It is not possible to use previously saved queries! The most convenient way to create a query is to compose it in the Cumulus Desktop Client’s Find window in Advanced Mode, then to copy it into the Query field. (For more information on how to compose queries, see the chapter Searching with the Find Window.)
5. If desired, restrict the availability of the defined searches to selected users (or roles, if any) by activating the respective option. Click the Add User or Add Role button, then search for and select the user(s) or role(s) to which the search shall be available,
6. Click Save.
The Define Search window is closed.
NOTE: Names and descriptions of filters and can be easily adapted to a multitude of languages via the button in the respective windows. Clicking this button opens a window for entering translations of the name and description.
Customized Search
This section is for specifying the search criteria that are available in the customized search area of the Web Client.
Only if at least one search criterion is defined here, the customized search button is displayed in the Web Client’s header. This button opens the customized search area.
With the customized search, users can search for files only, not for containers.
• Configured customized search criteria – list of criteria that are available as search fields in the Web Client’s customized search. You can add more criteria, and edit or remove existing ones using the according buttons below the list. And you can change the order of the criteria with the according buttons on the right side of the list.
NOTE: Users can select one or more search criteria to perform a customized search. If multiple search criteria are selected, they will be combined with AND.
There are two types of search criteria:
• Search criteria based on a single record field. In the Web Client, a field-base criterion is displayed if t the respective field is contained in the currently open catalog. Users then can select the search criterion and enter a term to be searched for (e.g. a string, or a date), or can select en entry from a list of predefined field values (e.g. rating stars).
NOTE: Using a search criterion in the customized search always performs an IS-search!
• Search criteria based on predefined queries. Such queries can be quite complex. They can span multiple record fields and can contain operators such as AND, OR, CONTAINS, etc. Any query-based search criterion can contain multiple queries. They are presented to the Web Client user as a drop-down list.
NOTE: With the customized search, it is not possible to use queries with placeholders!
Adding New Criteria to the Customized Search
To add a new criterion:
1. Click Add. The Configure customized search criterion window is displayed
2. Enter a name for the new criterion in the Name field. Additionally, you can enter a descriptive text into the Description field. The search criterion will be displayed under that name in the customized search area of the Web Client. The description will be displayed as a tooltip.
The following steps depend on the type of the new criterion:
• For a field based criterion, continue with step 3.
• For a query based criterion, continue with step 6.
3. For a field based criterion, select the Field based option and click the browse button (). The Select field window is displayed. This window displays all fields from all catalogs available at the server. Additionally, the Source catalogs – the catalog(s) that contain the currently selected field – are displayed. This information can be helpful in order to select the proper field. For example, standard fields always have the same internal ID and are therefore listed only once, even if they exist in various catalogs. Custom fields, however – even if they have the same name – usually have different IDs in different catalogs and are therefore listed multiple times, once for each different ID
4. Select the field you want to use, then click OK. The Select field window is closed. The name of the selected field is displayed
5. Click OK to finalize the configuration of the new search criterion. The Configure customized search criterion window is closed, the newly defined search criterion is displayed in the Configured customized search criteria list.
6. For a query-based criterion, activate the Query based option.
7. Add the queries you want to make use of to the Queries list:
• Click Add.
The Configure query window is displayed
• Enter a name, a description (optional) and the query definition. The query will be displayed under that name in the drop-down list belonging to the search criterion. The description will be displayed as a tooltip
Note that such queries must be created individually. It is not possible to use previously saved queries! The most convenient way to create a query is to compose it in the Cumulus Desktop Client’s Find window in Advanced Mode, then to copy it into the Query field of the Configure query window. (For more information on how to compose queries, see the chapter Searching with the Find Window.)
• Click OK. The Configure query window is closed, the query is displayed in the Queries list.
8. Add (or edit) more queries, if necessary.
9. Click OK to finalize the definition of the new search criterion. The Configure customized search criterion window is closed, the newly defined search criterion is displayed in the Configured customized search criteria list.
NOTE: Names and descriptions of search criteria and queries can be easily adapted to a multitude of languages via the button in the respective windows. Clicking this button opens a window for entering translations of the name and description.
button in the respective windows. Clicking this button opens a window for entering translations of the name and description.
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button in the respective windows. Clicking this button opens a window for entering translations of the name and description.