The Category pane on the left hand side of the Cumulus main window offers another easy way of finding records: Double-click a category name to change the current collection to the records that are assigned to the selected category (press Alt and double-click any other category to add the records of that category to the collection).
Oops, where are the categories? Categories are hierarchically structured. Categories with subcategories show a triangle in front of their name, categories without subcategories show a little square. Click a triangle to expand the next level, or Alt-click to expand all levels below, and you can easily navigate to the category you are looking for.
If you know the name of the category you are looking for, just type this name into the Category Quicksearch field and hit Enter, or click the magnifying glass button (), and there you are. This comes in especially handy if you can’t remember where a category is buried in a category tree (and category trees can be really huge...).
NOTE: By default, double-clicking a category confines the records displayed in the Record pane to the records that are assigned to that category (and its subcategories, if any). However, this behavior can be changed, either by the Cumulus Administrator or even by the user himself, so that only the records of the current levels are displayed.
Assets can also be found by date – to be more precise, by one of the different dates stored in one of the records’ fields, such as asset creation date, asset modification date, record creation date, capturing date, and many more – depending on the asset type as well as on the settings of the respective catalog.
To perform a calendar search:
1. If the Calendar pane is not already visible, click the Calendar pane button () in the Status bar.
2. Click the Menu button on the Calendar toolbar, then select Field from the menu and activate the desired type of date:
In the Calendar pane, dates that will find records are highlighted.
3. Use the arrow buttons in the Calendar toolbar to switch between months and find specific dates.
4. Move the pointer over a highlighted date to see a tip displaying the number of records related to that date.
5. Double-click a highlighted date to change the current collection to the records related to that date.
6. Double-click another highlighted date to change the collection accordingly.
To display all records in the collection again, hit Ctrl+G / Cmd+G, or select Find > Find All Records.