File and folder metadata iSheets

Search file and folder metadata iSheets

You can search the content of file metadata iSheets and files stored in attachment columns from both the
iSheets
 module and the
Files
 module.
File metadata iSheet fields are displayed for search alongside system-generated default search fields. Any sections configured are included in the search display, allowing you to target specific metadata fields.

Advanced search in the Files module

In the
Files
 module, click the
Filter
 icon next to the search field and select
Advanced search
.
You can select either the
Files and folders
 tab or the
iSheet attachments
 tab:
Files and folders search
Select the
Files and folders
 tab.
From the
Files
 module, you may combine a text search of searchable files (i.e. Word, Excel or PowerPoint files) in the standard search fields with a filter applied using custom metadata fields in the file metadata iSheet.
For example, you could search the files module for files marked as a 'Contract' (a custom metadata field) with certain words in the text of the documents.
iSheets attachments search
Select the
iSheets attachments
 tab.
This allows you to search an iSheet on your site for files stored in an attachment column.
Select an iSheet that contains one or more attachment columns.
You may combine a text search of searchable files (i.e. Word, Excel or PowerPoint files) in the standard search fields.
  • File name and content - search text in attached documents, file or folder names or a file type
  • Document metadata - search for users, dates, file and folder names, and additional metadata in the DMD
  • iSheet - search for users, dates and additional metadata in the selected iSheet
Results are displayed in the Files module search window.

Advanced search in the iSheets module

From the iSheets module, you may click the down arrow next to the search field and select
Advanced search
 to run a search.

This article applies to:

  • Product: HighQ
  • Subject: iSheets, Setup

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