Applies to: MacroView DMS Next | DMS Next users

MacroView DMS Next includes default search panels that help you find documents, emails, and locations. While the default panels are designed for general use, you can now build your own search panels from scratch or start from an existing one and tailor it to your needs. Add the specific fields your team searches on, set default values, and reorder panels so the most-used ones are front and centre.

Search panel configuration

The primary way to access search panel configuration is on the Options tab. Here, you can find options to manage where the configuration is stored and to design search panels that meet your needs.

1. Search panel configuration options
2. Open the location where configurations are stored
3. Change the location where configurations are stored
4. Restore the default configuration storage location
5. Configure search panels
6. The location where search panel configurations are stored

You can also configure search panels from the Search tab.

1. Search panel type
2. Configure search panels
3. Reload the search panel configurations

Create a new search panel

To create a new 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 Search type > Edit.

   The Search Panels dialog is displayed.

   

   1. Create a new panel from scratch
   2. Base a new panel on a default panel
   3. Edit a search panel's settings
   4. Re-order the list of search panels

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 optional unless otherwise indicated.
   • Title: (Required) The search panel's title, used to identify it.
   • Description: A brief description of the search panel that helps users to understand it.
   • Input Fields: (Required) Input fields to search on. To learn about configuring input fields, see Configure input fields for search criteria.
   • View Fields: (Required) Display fields for the search results. To learn about configuring display fields, see Configure view fields to display search results.
   • Groups: 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

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 (SharePoint column type) from the menu. 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.

3 fields should be filled out-

• Input Types - based on the particular type of SharePoint column being used.
• Title - display name in the panel.
• The Property- managed property that is used to return searchable values. See Microsoft article for information

To add other custom properties see (Search panel options)

Input field groups

Once you've configured your search panel's input fields, you can organise related fields into groups. Follow these steps.

Configure view fields to display search results

Similar to adding fields for searching, it is also possible to add the same field to display when Search results are displayed.

• Display as Types - based on the particular type of SharePoint column being used.
• Title - Column name when search results are displayed.
• The Property- managed property that is used to return searchable values. See Microsoft article for information

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.