Running an Advanced Search

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Getting Started > KnowledgeTree Search > Running an Advanced Search


This procedure performs an advanced search on KnowledgeTree documents and folders.

 

Perform the following steps:

1.Open KnowledgeTree's web interface; then, on the search drop-down menu, select Advanced Search.

 

2.On the Advanced Search page, define a criteria group.
2.1.In the first drop-down, filter your search by ...
Available Criteria
Available Fieldsets
Available Workflows

Note: The first criteria selection is a filtering mechanism that allows you to search

only by criteria, fieldsets, or workflows - having selected the high level search criteria,

the criteria relevant to the group selected displays in the second drop-down.

 

Advanced Search criteria

 

2.2.Select criteria from the data available in the selected filter component, e.g. 'Available Workflows' displays all default and custom workflows in your system.

 

2.3.Define more search criteria, as applicable for the selected criteria filters, if any.

Note: In some cases, after you select a second level criteria filter, a third selectable

field may display, where you can further refine the selected criteria.

 

2.4.Do one of the following:
To add more criteria to this criteria group, go back to step 2.1 in this procedure.
To add another criteria group, click Add another set of criteria; then, go back to step 2.1 in this procedure to define criteria for the group.
To start searching on currently defined criteria now, click Search.

 

 

 

 


© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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