(See also manual pages 93-96)
This dialog is called from the Catalog menu.
The dialog allows you to set the criteria for creating Finds (searches) in a Portfolio Catalogue (database file). At minimum a Find has 3 parameters - the Field to search in, the search Op (Operator) and the Value to search for in the Field. For instance...
...looks at the 'Extension Win' Field and matches any Record from the currently selected Record(s) that match "PSD". In this example the Find 's Op is case sensitive so "psd" would not be found. More than one set of criteria can be used, either click the +/- buttons (Mac) or 'More choices'/'Fewer choices' buttons (Windows)to add/remove criteria sets; the buttons grey out when more/fewer criteria limits are reached. After the first set all criteria must use an AND or OR join. AND is offered as the default. The client supports up to 5 sets of criteria and NetPublish up to 10. The example below shows a Find dialog set to use the maximum 5 sets of criteria allowed:
The first drop-down lists all searchable fields. The second lists operator types pertinent for that field. These are the choices for a text field:
The last box takes a value to be compared. If the field has a predefined list, a drop-down will appear as shown below:
Although not readily apparent, if the field allows either pre-defined or user-input values just type over the existing list value. Note that the 'exists'/'does not exist' operators do not take a value at all.
Frustratingly, Operators are not described anywhere in the Portfolio documentation but results from PortfolioFAQ tests are described here. Wildcard searches using asterisks (*) as 'any' values are not supported. To execute the search criteria, click the 'Find' button.
More than one set of criteria can be used. The client supports up to 5 (see image below) sets and NetPublsh up to 10. After the first set all criteria must use an AND or OR join. AND is offered as the default. Use the 'More Choices' and 'Fewer Choices' buttons to add/remove criteria sets; the buttons grey out when more/fewer criteria limits are reached.
As well as setting searches from new in this dialog, previously saved Finds can be called from the 'Saved Finds' drop-down menu:
From the menu's 'Edit List...' item, a list of Saved Finds can be opened and entries can be renamed, duplicated (with a choice of a new name) or deleted.
Note that saved Finds are stored within the Catalogue and can't be imported/exported, thus they are only available in Galleries from the currently open Catalogue. By saving a Find using the 'Save as Default', the saved Find's criteria are then used as the default setting whenever the Find dialog is opened. This list is the same one as is shown in the Saved Finds palette.
The following other features are available:
Question: Find dialog (v7) [FAQ00068.htm]
Last Update:- 14 April 2009
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