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xSuite Helix - Help

Search options for archive searches

In the full-text search, the index-field search and the metadata search you have different search options.

Overview of search options in fulltext search and index field search

Search option

Syntax

Purpose

Examples of search terms

Possible results

Simple search

To search for entries that contain at least one of the words entered.

invoice delivery

Finds:

Invoice is correct.

Delivery is correct.

Invoice and delivery are correct.

Does not find:

Invoices are correct.

invoice correct

Finds:

Invoice correct.

Invoice is correct.

Delivery is correct.

Does not find:

Invoices are correct.

Corrected invoices.

Search for a phrase

"..."

To search for an exact group of words.

Regarding the syntax: Set the group of words in quotation marks ("...").

"invoice correct"

Finds:

Invoice correct.

Does not find:

Invoices correct.

Invoice is correct.

Fuzzy search

To search for entries that contain similar words to those entered.

suppliers

Did you mean: Supplies?

corerct

Did you mean: correct?

Placeholder search

*

To search for words or groups of words that you only know partially.

Regarding the syntax:

  • A asterisk (*) stands for any number of characters.

  • A question mark (?) stands for exactly one character.

Sm*th

Finds:

Smith, Smyth, Smouth

Does not find:

Smithers

Sm?th

Finds:

Smith, Smyth

Does not find:

Smouth, Smithers

Soundex search

~

To search for words that sound similar.

About the syntax Add the tilde (~) at the end of a word.

sail~

Finds:

sail, mail, more, soul

OR search

OR

To search for entries that contain exactly one of the words entered.

Regarding the syntax: write OR in upper-case letters.

invoice OR delivery

Finds:

Invoice is correct.

Delivery is correct.

Does not find:

Invoice and delivery are correct.

AND search

AND

To search for entries that contain all of the words entered.

About the syntax Write AND in upper-case letters.

invoice AND delivery

Finds:

Invoice and delivery are correct.

Does not find:

Invoice is correct.

Delivery is correct.

NOT search

AND NOT

To search for entries that contain certain words and not others.

About the syntax: Write AND NOT in upper-case letters.

invoice AND NOT delivery

Finds:

Invoice is correct.

Does not find:

Invoice and delivery are correct.

Overview of search options in an index-field search

Search option

Description

Example

"From" search

Numeric and date fields including a “from” field and a “to” field.

If you are searching for a certain value, enter the value in the “from” field and leave the “to” field empty.

UUID-470b086f-ae8c-5274-ecd4-e7a1f40999e0.png

Finds archive documents whose currency amount is 110 euros.

"From-to" search

Numeric and date fields including a “from” field and a “to” field.

If you are searching for a range of values, enter the values in both the “from” field and the “to” field.

image60.tmp

Finds archive documents with dates between January 1, 2019 and March 31, 2019.

Overview of search options in a metadata search

Search option

Syntax

Example

Search for a value

UUID-e57f8bba-825e-6a9f-cf3f-caafd271cf6e.png

Finds all archive documents for which the creator is "Smith".

Search for a range of values

2 periods (..)

UUID-19e03e2e-9528-7bdf-184a-351091c695a4.png

Finds all archive documents created in 2019 and all archive documents that have at least one attachment created in 2019.

Search to determine whether a metadata field is available

Asterisk (*)

UUID-c56e5056-bd44-ef52-61ca-505274c15e72.png

Finds all archive documents where the metadata field LegalHolderMarker is present and a legal hold has been set as a result.

Search for an ID

UUID-abc61126-5fe7-8519-051f-3a37636a7ba3.png

Finds the archive document that has the ID entered or that has the attachment with the ID entered.