Gretyl's Portal

Heretto Help

Search tab

With the Search tab, users can search through a folder they are currently in as well as filter content with default and pre-configured filters.

Interface

Figure 1. Search Tab
search tab image

By default, you can search for and filter files using the following criteria:

Search Field

Enter a search term, phrase, or use advanced search to find files matching the search criteria. See Advanced Search.

This field can be used in these scenarios:

  • When starting your search in the main Search bar. Searching for files with the main Search bar opens the Search tab and places your search term in the Search field. This enables you to modify your search term after you're presented with search results.

    Figure 2. The Main Search Bar
    Layer 1
  • When starting your search in the Search tab. Searching for files directly with the Search field searches for files in the folder that is currently open. This enables you to quickly find files in a specific folder.

Last Modified
Select a date range to filter files last modified within a specific range.
Created
Select a data range to filter files created within a specific range.
Needs Attention
Select to filter files that need your attention. For example, only show files that are not valid, contain broken links, or contain open comments.
Owned by
Select users to filter files owned by specific users.
Last Modified by
Select users to filter files modified by specific users.
Locked by
Select all or specific users to filter files locked by all or specific users.
Status
Select to filter files based on the workflow status. For example, only show files that are obsolete, need reevaluation, are in progress, in review, or approved.
Content Type
Select to filter files based on the content type. For example, only show concept, task, or reference topics.
Metadata
Select to filter files based on custom metadata.