Applies to: MacroView DMS Next | DMS Next users

Search panel configuration

Search panels are configured from the Search Panels dialog. The primary way to access search panel configuration is on the Options tab. Here, you can find options to:

• Open the location where configurations are stored
• Change the location where configurations are stored
• Restore the default configuration storage location
• Edit the search panels configuration

1. Search panels configuration section
2. Open Location icon button
3. Change Location icon button
4. Restore Default Location icon button
5. Edit icon button
6. The location where search panel configurations are stored

You can also configure search panels from the Search tab.

1. Search panel selector
2. Edit search panels icon button
3. Reload search panel icon button

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
• Modify a search panel's configuration
• Re-order search panels for selection on the Search tab

1. New Panel button
2. From Examples button
3. Edit settings icon button
4. Move up and Move down icon buttons

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. Point your cursor at one of the existing search panels and click Edit settings.

        The Search panel settings dialog is displayed.

        

        1. Search panel settings dialog
        2. Duplicate button

     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.

   

   1. Search panel settings dialog
   2. Title field
   3. Description field
   4. Input Fields section
   5. View Fields section
   6. Groups section
   7. Clear button
   8. Save button
   9. Cancel button
   10. Close button
3. Fill in the following search panel settings 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 to understand 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. 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. Expand or Collapse icon button
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 button
9. Move up and Move down icon buttons
10. Delete input field icon button
11. Property search icon button
12. Clear field icon button
13. Input field 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, 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. Expand or Collapse icon button
2. Display as Type field
3. Title field
4. Property field
5. Add button
6. Move up and Move down icon buttons
7. Delete view field icon button
8. Property search icon button
9. Clear field icon 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. A new empty search 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. Expand or Collapse icon button
2. Groups combobox
3. Defined input fields (ungrouped)

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.

Initially, or if no groups have been 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. 

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.

3. In the Groups combobox, type 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. You can avoid this behaviour by pasting the name for the new group into the Groups combobox.

4. Click Save.

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

Once you have created input field groups, they appear as separate sections on the Search tab when the search panel is selected. Any input fields that aren't added to a group are displayed together in a group called Other 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 and appear in the Other group.

4. Click Save.

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

Modify a search panel's configuration

Re-order search panels for selection

When selecting a search panel on the Search tab, the available panels are shown in a defined order

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.