Search using the web client

The Search view in the web client lets you perform a basic search to look up files, observations, and journal cards within a given workspace by using selected object names or IDs as search filters.

The Search view is divided into three tabs for organizing search filters and search results:

• Files tab

• Observations tab

• Journal cards tab

The left panel of filters is updated according to which tab you have navigated to.

Perform a search for files

The Files tab in the Search view is used to perform a general search for files that are saved in the database.

Select search filters for files

In the left panel of the Search view, you can choose from the following object names or IDs to be defined as search filters to narrow your search for files.

Notes

For each object name shown, click or tap the chevron down () icon to expand the corresponding panel to show a list of object names or IDs.

To narrow an object list for easier selection, use the search field above each list object names or IDs.

• Tags list - expand the panel box and select the checkbox of a tag name from the list to define a tag search filter

  

• Users list - expand the panel box and select the checkbox of a username from the list to define a username search filter

  

• Records list - expand the panel box and select the checkbox of a record ID from the list to define a record search filter

  

• Projects list - expand the panel box and select the checkbox of a project name from the list to define a project name search filter

  

• Nodes list - expand the panel box and select the checkbox of a node name from the list to define a node search filter

  

• Date range fields - to define a date range to search by an upload date of a file, expand the panel box, click the From date field to select earliest date of the range from a calendar chooser and/or click the To date field to select the latest date of the range from a calendar chooser, as needed

  

• Available parameters list - expand the panel box and select the checkbox of a parameter name from the list to define a parameter search filter.

  

  To narrow the list of parameters to choose from, you can use either of the following features:

  • Use the search parameters field to type in some characters to show similar or matching parameter names in the list.

  • Click or tap the Filter by domain button to display a list of domain names by which to narraw the list of parameter names

  Also, if you want to sort the list of parameter names either alphabetically or by created date, click the Sort button and select your preferred option to sort by.

Labels of selected search filters are displayed in the top-right area of the Files tab. Selected parameter filters are displayed in the Selected Parameters list in the left panel.

View matching files in search results

Files that match your search filters are displayed in the search results table on the Files tab. By default, the columns of details that are displayed for files in search results are: file name, file type, username of the user who uploaded the file, upload date,and assigned tag names.

Results features on the Files tab

You can use the following results features to change the display of search results:

• Show additional metadata checkbox - when this feature is turned on, additional columns of metadata (for project name, related node name, and record ID) for the files are displayed in the search results. This feature is turned off to hide the above metadata columns by default.

  

• Columns display menu - when you open the Columns menu, it lists the column names in the search results and their corresponding checkboxes turned on by default to show thse columns. To hide one or more of the columns, turn off the corresponding checkbox.

  

  • Turn off the checkboxes for the columns that you want to hide.

  Note

  When the Show additional metadata checkbox is turned on, the the Columns display menu will also include the metadata columns in the full list, so you can hide or show them, as desired.

  

Perform a search for observations

The Observations tab in the Search view is used to perform a general search for observations that are saved in the database.

Select search filters for observations

In the left panel of the Search view, you can choose from the following objects to be defined as search filters to narrow your search for observations.

Notes

For each object name shown, click or tap the chevron down () icon to expand the corresponding panel to show a list of object names or IDs.

To narrow an object list for easier selection, use the search field above each list of object names or IDs to define characters to narrow your selection by.

• Records panel box - expand the panel box and select the checkbox of a record ID from the list to define a record search filter

  

• Projects panel box - expand the panel box and select the checkbox of a project name from the list to define a project name search filter

• Nodes panel box - expand the panel box and select the checkbox of a node name from the list to define a node search filter

• Date range panel box - to define a date range to search by an upload date of observations, expand the panel box, click the From date field to select earliest date of the range from a calendar chooser and/or click the To date field to select the latest date of the range from a calendar chooser, as needed.

• Available parameters list - expand the panel box and select the checkbox of a parameter name from the list to define a parameter search filter. To narrow the list of parameters to choose from, you can use either of the following features:

  • Use the search parameters field to type in some characters to show similar or matching parameter names in the list.

  • Click or tap the Filter by domain button to display a list of domain names by which to narraw the list of parameter names

  Also, if you want to sort the list of parameter names either alphabetically or by created date, click the Sort button and select your preferred option to sort by.

Labels of selected search filters are displayed in the top section of the right panel on the Observations tab. Selected parameter filters are displayed in the Selected Parameters list in the left panel. Search results are displayed in the bottom section of the right panel.

View matching observations in search results

Matching observations are filtered and displayed by selected parameters in search results.

You can use results filters to change the display of search results, as follows:

• To show the observations of related parameters in the same data tables as the observations of selected parameters in search results, turn on the Include related parameters checkbox.

  

• To display additional metadata for files in search results, turn on the Show additional metadata checkbox. This feature is turned off by default. The additional columns of metadata are for project name, related node name, and record ID,

  

• To hide particular columns from being displayed in search results:

  • Click or tap Columns to view a drop-down list of checkboxes and names of columns, which are shown in the search results by default.

    

  • Turn off the checkboxes for the columns that you want to hide.

  Note

  When the Include related parameters checkbox and Show additional metadata checkbox are turned on, the corresponding extra column names and checkboxes will be displayed in the Columns drop-down list, so you can hide one or more individual extra columns, if desired.

  

Perform a search for journal cards

The Journal cards tab in the Search view is used to perform a general search for journal cards that are saved in the database.

Select filters for narrowing a search for journal cards

In the left panel of the Search view, you can choose from the following objects to be defined as search filters to narrow your search.

Notes

For each object name shown, click or tap the chevron down () icon to expand the corresponding panel to show a list of object names or IDs.

To narrow an object list for easier selection, use the search field above each list object names or IDs

• Users panel box - select the checkbox of a username to define it as a search filter

• Records panel box - select the checkbox of a record ID to define it as a search filter

• Projects panel box - select the checkbox of a project name to define it as a search filter

• Nodes panel box - select the checkbox of a node name to define it as a search filter

• Date range panel box - define a date range in which a journal card was saved

• Available parameters list - expand the panel box and select the checkbox of a parameter name from the list to define a parameter name filter

Labels of selected search filters are displayed in the top-right area of the Journal cards tab.

View journal cards in search results

Journal cards that match your search filters are displayed in the search results table on the Journal cards tab.

Filter features

Hide or show the left panel of filter options

The left panel containing filter options is displayed by default on each tab in the Search view. To hide the left panel of filter options, click or tap the collapse (chevron left ) icon in the center of the right border of the left panel.

To show the hidden left panel of filter options, click or tap the expand (chevron right ) icon in the center of the right border of the hidden left panel.

Remove a label for a defined search filter

To remove a label for a defined search filter from the top-right area of a tab in the Search view, hover your cursor over a label and click the x icon that appears.

Remove all selected filters

If you want to remove all selected filters for a given search, click or tap the Remove all filters button at the far right of the top section where labels of selected filters are displayed.

Save a set of search filters

You can save a set of defined search filters so that you can repeat the same search without having to redefine the same set of filters for each run.

To save a set of search filters:

1. Click or tap the Save filters button.

   

   The Save filters dialog appears.

2. In the Filter name field, type the name that you want to assign to the set of filters.

3. Click or tap Save.

The set of filters is saved and is available from the Load filters drop-down list.

Save and load a filter set

You can use the save filter feature to save reusable sets of search filters in the Search view.

Save a filter set

You can save a set of defined search filters so that you can run a search again multiple times without having to redefined the same set of filters each time.

To save a set of search filters:

1. On the Files tab or Observations tab, click or tap the Save filters button.

   

   The Save filters dialog appears.

   

2. In the Filter name field, type the name that you want to assign to the set of filters.

3. Click or tap Save.

The set of filters is saved and is available from the Load filters drop-down list.

Load a filter set

To load a set of search filters either on the Files tab or Observations tab, click or tap the Load filters drop-down list, and select the name of the set of filters that you want to load.