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Using Search in QSToolbox

QSToolbox has search capabilities built in, and it is usually the fastest way to find what you need.

Rather than trying to navigate down multi-level hierarchical folder systems (only to find you’ve taken the wrong path), use the search capabilities built into QSToolbox – it is usually the fastest way to find what you need.

Filter / Search

Each module has search options at the front to help you to find, list or report on the content you need. Here’s the search at the front of the Documents Manager:

Document-search-options

You can filter the results by ‘folder’ (actually more like ‘tags’), owner, workflow status, e.g. show all “Forms”, or show all documents belonging to “Fred”.

To find something more specific, use the “containing text” search box.

To get really, really specific, combine multiple search terms, e.g., find the “Form”, owned by ‘Fred’ that contains “Frog”.

form-fred-frog

See Finding documents for more details on the search options for documents.

Partial searches

It might first appear that QSToolbox will only find whole words, e.g. typing “audit” only finds “audit” and not audited, auditing, etc. However, if you use a “wildcard” character, you can open up the search e.g. audit* will find them all.

Here’s a search for “nee”, with no results.

nee-demo

Whereas a search for the whole word “needle” gives one result.

needle-demo

(But I know there’s another needle related document in there – where has it gone?!!) A common “gotcha” in the search options is to leave the default search filter of ‘owner’ = yourself. If we change ‘owner’ to “all”, I can see the document I’m expecting to find.

needle-all

If we use the wildcard character and search for “nee*”, we get all the “needle” documents and several more.

nee-wildcard

Global search

To open up the search to all types of content throughout your whole QSToolbox site, use the search box up in the top right corner. As you type, the live search will update with your results.

global-search-needle

Wildcard characters still work in the global search, but not with the live update.

global-wildcard

If you want to search for “nee*” you’ll need to click on the search button to see the results.

global-search-results

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