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Creating a search

You can search all the contents of your Records Management site. You can narrow the results of your search by specifying relevant metadata fields and container types (category, folder, record). Once you create a search, you can save it to use again.
See Advanced search options for how to get the most out of the search facility.
  1. On the Records Search Criteria tab enter a search term in the box.
  2. If you want you can use the Search by field and Search Date options to do a more advanced search.

    Search criteria Description
    Search by Select from the options available what you want to search for. When you select an option it's added to the field below where you can then enter your search criteria. For example if you select Retention Schedule > Retention Action Name, the field name retentionActionName: is added and you can then type a retention action name, such as retentionActionName:cutoff. Don't insert a space between the colon and the search term. You can select multiple criteria.
    Search Date Select a date to search on or even multiple dates, see searching for date ranges.
  3. Expand the Results options section and specify the content you want displayed in the search results.
    1. In the Metadata section, select the metadata fields that you want to display in the search results. The metadata name becomes a column title in the results table, which can then be sorted.
    2. In the Order section, specify how you want to sort the search results.
    3. In the Components section, select the type of components you want the search to return.
  4. Click Search.

    The search results display in a table on the Results tab.

Clicking New Search returns you to the Criteria tab and clears the search fields, setting them to their default values. This lets you easily create a new search.

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