This article will walk you through how to search the Dashboard and Repository using search connectors.
You can complete advanced searches in your Dashboard and Repository using syntax that is similar to search commands and connectors. You can use boolean search, proximity search, and exact search to customize your queries. You must include a space before each of your search connectors or operators. You must include a space after all search connectors or operators except for -, (), and “”.
The Dashboard and Repository share similar search logic, with one key difference: the Repository searches contract records by document text and properties, while the Dashboard searches in-progress workflow documents by title and properties.
Search Connectors
Search connectors and expanders enable you to customize your Dashboard and Repository searches. When you search your Dashboard and Repository, Ironclad includes results for matches in workflow’s titles and properties. If a single title or property matches your search query, it is included in your search results. While we do not document them here, we also support most LexisNexis’ search commands and connectors.
| Connector | Description | Example |
|---|---|---|
| “” | Searches for a word or phrase exactly as you entered it. | If you type, “lorem ipsum”, Ironclad searches for a workflow containing the phrase “lorem impsum”. |
| or and [SPACE] | Searches for one word/phrase out of a defined list of words. | If you type, lorem or ipsum, Ironclad searches for a workflow containing lorem OR ipsum. |
| /n | Searches for words/phrases located within a defined proximity of words. | If you type, lorem /n ipsum, Ironclad searches for a workflow containing lorem and ipsum within two words of each other. |
| /s | Searches for two words/phrases within 25 words of each other. | If you type, lorem /s ipsum, Ironclad searches for a workflow containing lorem and ipsum within 25 words of each other. |
| /p | Searches for two words/phrases within 75 words of each other. | If you type, lorem /p ipsum, Ironclad searches for a workflow containing lorem and ipsum within 75 words of each other. |
| +n | Searches for a word/phrase preceding another word/phrase within a defined number of words. | If you type, lorem +n ipsum, Ironclad searches for a workflow containing lorem two or less words before ipsum. |
| +s | Searches for a word/phrase preceding another word/phrase within 25 words. | If you type, lorem +s ipsum, Ironclad searches for a workflow containing lorem 25 or less words before ipsum. |
| +p | Searches for a word/phrase preceding another word/phrase within 75 words. | If you type, lorem +p ipsum, Ironclad searches for a workflow containing lorem 75 or less words before ipsum. |
| & | Combines multiple searches. All of the searches in the string are required. | If you type, lorem & ipsum, Ironclad searches for a workflow containing lorem AND ipsum. |
| % | Searches for one word/phrase, but excludes another word/phrase. | If you type, lorem % ipsum, Ironclad searches for a workflow containing lorem BUT NOT ipsum. |
| () | Controls the order of operations for advanced searches. | If you type, (lorem & ipsum) dolor, Ironclad searches for a workflow containing either: 1. lorem AND ipsum 2. dolor If you type lorem & ipsum dolor, Ironclad searches for a workflow containing both: 1. lorem 2. ipsum OR dolor. |
Order of Operations
The order of operations is the order in which Ironclad processes search queries. The following list defines the order of operations from highest to lowest priority:
- “”
- OR
- Search Connectors
- &
- %
- [SPACE]
Filter for Any or No Property Values
You can use a filter in Repository to search for records that have any value for a given property or that have no value for a given property.
- Click on the Repository tab, and then click the Filters button. A dropdown list of your current filters displays. A list of all of your properties from your completed workflows display.
- Locate the property you want to make a filter by scrolling or searching for it. Toggle on the property. The property is added to your filters until you reset them.
- Enter a "*" in the property field to filter for records that have any value for that property.
- Enter a "-" in the property field to filter for records that have no value for that property.