Search wizard (keyword search)
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Search wizard (keyword search)

The search wizard helps you enter a search condition in a keyword search field.

 

 

 

Step by step:

 

  1. Open the keyword search either via the PROXESS Web Client menu on top or via the “Keyword search” tile on the start page.
  2. Select your desired search mask.
  3. You can open the search wizard via the dots menu next to the search field.
  4. The left column consists of the operators and the right side of the input fields.
    Always select the operator first and then enter the search values in the corresponding input field.

 

 

Fig.: Search wizard for the customer name field

 

 

 

Operator

Syntax

(field entry)

 

 =

 =

The entered search term must be spelled precisely. This takes into account the general user settings in which you can determine whether the entered search term is automatically written with or without the placeholder.

between

 ..

The searched field content must range from the lower to the upper value, inclusively.

The BETWEEN operator can be used for text fields, date fields and number fields.   Searching with a placeholder is not possible here.

 

Example: Search for all customers whose name starts with the letters “A” and “G”.

The correct search entry must be: search BETWEEN “A” and “H”. Because “H” is the first entry after all customer names beginning with “G”.

     

However, a number search (e.g. between 4700 and 5000) only works if the system administrator created the field to contain only numbers (number field).

 

multiple

 ,

An OR condition is used here. The search result shows all documents that contain at least one of the entered search terms.  The search term and field content must be identical.  Searching with a placeholder is not possible here.

<>

<>

The searched field content must be unlike the entered value.

<

<

The searched field content must be lower than the entered value.

<=

<=

The searched field content must be lower than or equal to the entered value.

>

>

The searched field content must be greater than the entered value.

>=

>

The searched field content must be greater than or equal to the entered value.

is empty

IS_NULL

Nothing should be entered in this field.

is not empty

IS_NOT_NULL

This field may not be empty.

 

 

  1. Confirm your input with OK. Now the search condition is entered in the search mask field.

 

You can also enter the applied writing style (e.g. ‘AB ... HS’ for a search with the BETWEEN operator) directly in the respective field in the search mask or change it.

 

You can repeat the process with additional fields in the search mask to narrow down your search.

 

If you want to execute your defined search repeatedly, you can save it as a personal search. (See: Save, rename, delete keyword search)

 

You can start your search with the “Magnifying glass” symbol.