Overview

Search panels are configured from the Search Panels dialog. The primary way to access search panel configuration is on the Options tab. You can also configure search panels from the Search tab.

Regardless of the method you use to access the search panel configuration, the Search Panels dialog is displayed, showing all the available search panels and configuration options. The following options are available:

• Create a custom search panel, either from scratch or based on a default panel or another custom panel
• Access a search panel's settings to view or modify them
• Re-order search panels for selection on the Search tab
• Revert to the default set of search panels, deleting any custom panels and restoring the default panels to their original settings

1. Search Panels dialog
2. Search panel item
3. Selected search panel item
4. New Panel button
5. From Examples button
6. Move up button
7. Edit settings button
8. Move down button
9. Settings button
10. Set to Default button
11. Close button

When you select a search panel item and click Settings or Edit settings, the Search panel settings dialog is displayed. On this dialog, you can:

• add or modify the search panel's settings, including:
  • define the panel's input fields displayed on the Search tab and, optionally, group them
  • define the view fields used to display the search results
• duplicate the panel as the basis for a new panel
• delete the panel if it's no longer required

1. Search panel settings dialog
2. Properties section
3. Input Fields section
4. View Fields section
5. Groups section
6. Duplicate button
7. Delete button (disabled)
8. I want to delete this item switch
9. Back button
10. Close button

The availability and appearance of some components at the bottom of the Search panel settings dialog respond as you interact with this dialog (for example, when you type in a field or select from a list). The following scenarios demonstrate when these components are visible/hidden and enabled/disabled.

• You create a panel from scratch, and you haven't made any changes yet:

  

• You create a panel (by any method) or edit a panel's settings, and there are unsaved changes:

  

• You edit a panel's settings, and there are no changes (that is, you haven't changed anything yet or any changes have been reversed), and:

  •  the I want to delete this item switch is off

  

  • the I want to delete this item switch is on

    

Create a custom search panel

To create a custom search panel, follow these steps.

1. Open the Search Panels dialog using one of these methods:

   • Select the Options tab then click Search panels configuration > Edit.
   • Select the Search tab then click Edit search panels.

   The Search Panels dialog is displayed.

2. Start a new search panel using one of the following methods:

   • To start from scratch: Click New panel.
   • To start from a default panel:

     1. Click From Examples.

        The Examples dialog is displayed showing the available default panels.

     2. Select one of the default search panels. The following panels are available for selection:
        • Documents: A panel to search for documents.
        • Emails: A panel to search for emails using MacroView Email content type properties.
        • Locations: A panel to search for SharePoint and OneDrive locations.
   • To start from an existing panel:

     1. Select one of the existing search panels and click Edit settings.

        The Search panel settings dialog is displayed.

     2. Click Duplicate.

        A progress dialog is displayed while the search panel is duplicated, then the Search Panels dialog is displayed again. The duplicate panel appears in the list of panels; its title is the same as the original panel with - copy appended to it.

     3. Point your cursor at the new panel and click Edit settings.

        The Search panel settings dialog is displayed again, this time editing the copy of the duplicated search panel.

   Regardless of the method you use to start the new search panel, the Search panel settings dialog is displayed, either empty or pre-populated with settings from the default/duplicated panel.

3. On the Search panel settings dialog, fill in the following fields to meet your needs. Fields are required unless otherwise indicated.
   • Title: The search panel's title, used to identify it.
   • Description: (Optional) A brief description of the search panel that helps users understand how to use it.
   • Input Fields: Input fields to search on. To learn about configuring input fields, see Configure input fields for search criteria.
   • View Fields: Display fields for the search results view. To learn about configuring display fields, see Configure view fields to display search results.
   • Groups: (Optional) Group the input fields. To learn about grouping input fields, see Input field groups.

4. Click Save.

   The Search panel settings dialog closes, returning to the Search Panels dialog.

5. Click Close.

Configure input fields for search criteria

Input fields define the search criteria available in the search panel. You can add as many search fields as you need and reorder them in a way that makes sense to your users.

1. Search panel settings dialog
2. Input Type field
3. Title field
4. Property field
5. Custom fields for the selected Input Type
6. Default Value field
7. Query Value text
8. Add (Input Field) button
9. Move up button (disabled)
10. Delete input field button
11. Move down button (disabled)
12. Property search button
13. Clear field button
14. Add (Input Field) input type menu

To add a new search field, follow these steps.

1. In the Search panel settings dialog, expand the Input Fields section.

2. Click Add (Input Field), then select an input type from the menu. Input types are based on SharePoint column types.

   The following input types are available.

   • Choice: A value chosen from a predefined list.
   • Class Type: A tree view location type. Valid types are: Hub Site, Team Site, Classic Site, Web, Library, List, Folder, Document Set, Document.
   • Date: A date and/or time value.
   • File Type: The following file types are available by default: Word, Excel, PowerPoint, PDF, OneNote.
   • Text: A text value.
   • Number: An integer or floating-point value, often used for numeric identifiers.
   • User: The name of a DMS Next user or group.
   • Boolean: A boolean value (true, false).
   • Taxonomy: A value from a hierarchical set of related values.
3. In the Title box, enter a short name for this input field. This is used as the display name for this field in the search panel.

4. In the Property box, enter the name of a SharePoint managed property or click Search and select a property from the list.

5. Fill in the remaining fields as required. The available fields vary according to the Input Type. To learn more, see DMS Next Search Panel Advanced field creation.

Configure view fields to display search results

View fields organise how search results are displayed. Add view fields related to important information and arrange them in an order that helps your users find what they're looking for,

1. Search panel settings dialog
2. Display as Type field
3. Title field
4. Property field
5. Add (View Field) button
6. Move up button (disabled)
7. Delete view field button
8. Move down button (disabled)
9. Property search button
10. Clear field button

To add a new view field, follow these steps.

1. In the Search panel settings dialog, expand the View Fields section.
2. Click Add (View Field). A new empty view field appears.

3. In the Display as Type box, select a display type from the list. Display types are based on SharePoint column types.

   The following display types are available, grouped according to complexity.

   Default	Simple	Complex
   Text   This is the default value because all display types have a text representation.	Date User Url Taxonomy	File Icon File Name File Size Item Icon Item Name Summary

4. In the Title box, enter a short name for this view field. This is used as the field's column header in the search results.

5. In the Property box, enter the name of a SharePoint managed property or click Search and select a property from the list.

Configure input field groups

By default, input fields are displayed in the order specified in the Input Fields section. However, you can organise related fields into groups that help you focus your search.

1. Groups combobox
2. Input field checkboxes

Initially, or if no groups are defined, the Groups combobox has the value Unassigned. The input fields you defined in the Input Fields section are displayed as checkboxes below the Groups combobox.

The Groups combobox provides access to options for managing input field groups.

• New group: Create a new input field group.
• Remove group: Remove the selected input field group.
• Select a group to modify it.
  • Type in the combobox to rename the selected input field group.
  • Select/Clear checkboxes to add/remove input fields from the selected group.

1. Search panel settings dialog
2. Matters input fields (grouped fields, collapsed)
3. Unassigned input fields (ungrouped fields, collapsed)
4. Selected input field group list item
5. Remove Group list item
6. New Group list item
7. Clear field icon button

Create an input field group

To create an input field group, follow these steps.

1. In the Search panel settings dialog, expand the Groups section.

2. In the Groups combobox, click New Group.

   A new group is created with the default name Miscellaneous, and the checkbox for the first field not already assigned to a group is selected automatically.

3. In the Groups combobox, enter a name for the new group.

   If you type a new name that starts with the name of an existing group, the input fields in the existing group are moved to the new group and the existing group is removed.

   If you keep the default group name, the next group you create will have the default name Miscellaneous (2) and so on.

4. Click Save.

   The Search panel settings dialog closes, returning to the Search panels dialog.

Once you have created one or more groups, fields in the Input Fields section are grouped accordingly. Any input fields that aren't added to a group are displayed together in a group called Unassigned.

1. Matters input field group (expanded)
2. Hide icon
3. Matters input field group (collapsed)
4. Show icon
5. Unassigned (ungrouped) input fields

On the Search tab, the ungrouped fields are displayed together in the Other section at the bottom of the search panel.

1. No input field groups
2. Grouped input fields
3. Ungrouped input fields

Remove an input field group

To remove an input field group, follow these steps.

1. In the Search panel settings dialog, expand the Groups section.
2. In the Groups combobox, select a group.

3. In the Groups combobox, click Remove Group.

   The selected group is removed, and the fields it contained become ungrouped.

4. Click Save.

   The Search panel settings dialog closes, returning to the Search panels dialog.

Modify an input field group

You can rename an input field group and change the fields it includes.

To modify an input field group, follow these steps.

1. In the Search panel settings dialog, expand the Groups section.
2. In the Groups combobox, select a group.
3. Modify the group as required.
   • To change the group's name: Type a new name in the Groups combobox.
   • To change the group's fields: Select/Clear input field checkboxes to add/remove fields from the group. Removed fields become ungrouped, appearing in the Unassigned group on the Search panel settings dialog and in the Other group on the Search tab.

4. Click Save.

   The Search panel settings dialog closes, returning to the Search panels dialog.

Re-order search panels for selection

When selecting a search panel on the Search tab, the available panels are shown in the order defined during configuration. You can change the order in which search panels are displayed for selection; for example, if you have a preferred or commonly used custom search panel, you may want it to appear first.

To re-order search panels, follow these steps.

1. Open the Search Panels dialog using one of these methods:

   • Select the Options tab then click Search panels configuration > Edit.
   • Select the Search tab then click Edit search panels.

   The Search Panels dialog is displayed.

2. Use the Move up and Move down buttons on each search panel item to set the order you want search panels to appear in on the Search tab.
3. Click Close.

Delete a search panel

To delete a search panel, follow these steps.

1. Open the Search Panels dialog using one of these methods:

   • Select the Options tab then click Search panels configuration > Edit.
   • Select the Search tab then click Edit search panels.

   The Search Panels dialog is displayed.

2. Use the Move up and Move down buttons on each search panel item to set the order you want search panels to appear in on the Search tab.
3. Click Close.

Rearrange search panels for selection

Default panel and order can be changed at the edit stage.

The arrow icons can be used to reorder panels position at the Search panel selection.

Delete a search panel

When in edit mode of a panel, "I want to delete this item" needs to be enabled before you can delete a panel.

Save custom search panels to a SharePoint location

When adding custom search panels to DMS Next, changes will be saved to the users OneDrive location by default.

The location can be changed to a different SharePoint location.