Search bar

Key point: Text field to search terms across the current context.

The search bar is always available, but it is context sensitive as it searches the current group or project by default.

Another way to search and then make edits to individual occurrences of a term within a document, publication or a group, is through the document search panel.

Entering your search

Start typing your search query to get some suggested results.

Press the Enter or Return key to trigger a full-text search and get the search results in the search page. The current context: group, project or global, determines the scope of the search.

Search context

The search context is indicated on the right of the search bar to let you know which group or project is being searched. The group or project name is displayed in full if your screen is large enough.

  • When you’re in a group, the  icon is displayed and only results from that group are returned.
  • When you’re in a project, the icon is displayed and the search only returns results from the groups you’re a member of within that project.
  • At the top level or when using the Global search option, the icon is displayed and the search returns results from all the groups you’re a member of.

You can always use the Global search switch, located on the right when viewing a full-text search, to expand the search to all the groups you belong to.

Search assistant

When you focus on an empty search, by clicking in the search bar, PageSeeder brings up the search assistant menu.

Common filters

It displays the most commonly used filters: PSML documents, images, PDF documents, comments, URLs and more. Click a button to automatically apply that filter to your search. You can see that the filter is active in the search bar. Click an active filter to turn it off.

Recent searches

PageSeeder automatically saves your searches in your personal profile. The 10 most recent searches are listed in the menu. When a search is specific to a group, the corresponding group is shown to the right of the search link following the icon. 

Click the link following a icon to select and apply that search.

Click the to remove a search from your profile.

If you want to clear your saved searches, you can go to the security settings and password page. The saved searches appear as the PageSeeder searches entry.

Click the trash icon to delete the file from your profile.

Auto-complete

When possible, the search suggests a term that starts with the few characters you’ve typed. In that case, you can use the right arrow key to automatically complete the term.

Since there could be other constraints on the search, the suggested term doesn’t necessarily return any result.

Suggested results

By default, the suggested results are the most relevant results where the title, filename, Document ID or id match the terms you’ve entered or a term that starts with the last characters you’ve typed. The search is not case sensitive.

For example, if you’re browsing a “world data” group and start typing “aust”, the suggested results might include the “Australia” and “Austria” documents.

Suggested results are organized by category. You can navigate the suggested results using the up  and down  arrow keys. Press the Enter or Return key or click a suggestion to open the selected result.

Suggested results are designed to help you find a single item quickly as you type in your query, but if you want to view the full search results or perform a full-text search, you might want to use the search page instead.

To the view the search results, press the Enter or Return key without selecting a result.

Filters and suggested filters

PageSeeder indexes many fields which can be searched using filters.

If your search term matches the start of possible filters, they are automatically suggested and displayed before the suggested results with the icon.

You can click a filter or use the up and down arrow keys to select that filter directly and continue entering.

PageSeeder can match the following built-in filters when you start typing the term:

You don’t need to type the whole terms – the first few letters are enough to trigger the suggestions.

Groups, help articles, and members are not returned in search results – only in the suggested results:

  • Click a suggested group to go to the homepage of that group.
  • Click a suggested member to go to the account profile page – this filter is only available to administrators.
  • Click a help article to open that article in the help panel.

By default, folders are not included in search results unless you explicitly add the folder filter.

Other suggested filters

In a group or project context, PageSeeder also matches the following fields if you start typing an existing value:

  • Document type
  • URL type
  • Priority
  • Status
  • Any metadata property

For example, if you type “you” and there is at least one YouTube video in the search results, PageSeeder suggests the “youtube” URL type.

Since there could be other constraints on the search, the suggested filter doesn’t necessarily return any result.

Active filters

When a filter is active, it is displayed in the search bar on the right. An active filter is a filter that is applied to the search results and suggestions. It might have been selected using the suggested filter or using the search filters in the search page.

 

Full-text search

To the view the search page without entering a query, click in the Search bar and press the Enter or Return key. 

When you’re on the search page, the content entered in the search bar is used as a query.

It searches more widely to include matches in the filename, ID and full-text content – this can be customized in the search options (see the following).

Boolean queries

You can also use Boolean keywords such as AND and OR (in capitals) for more complex queries. PageSeeder uses an implicit AND, meaning that all terms must appear in the searched fields.

Example: “Norfolk OR Island” matches either “Norfolk” or “Island”

You can parentheses ( and ) to group the terms when using a mix of Boolean keywords. 

Example: “(Cook OR Solomon) Islands” matches both “Cook Islands” and “Solomon Islands”

Wildcards

You can also use wildcards such as ? for any single character and * for zero or more characters.

Example: “aust*a” matches both “Australia” and “Austria”

Phrases

If it is important that the terms be together in the correct order, you can use double quotation marks to define a phrase.

Example: ““Island Norfolk”” does not match “Norfolk Island”.

Full-text search versus auto-suggest summary

Search bar options

Click the icon at the right of the Search for field to display the search bar options.

Search for

This lets you select a predefined set of common search categories. This option affects both the auto-suggested results and the search results. In the search page, this drop-down is also available in the search filters.

Global search

When enabled, this option lets you search all your groups, instead of only the groups in the current group or project. This option affects both the auto-suggested results and the search results. In the search page, this option is also available in the Search filters.

Full-text suggestions

When enabled, the suggested results do a full-text search instead of only searching the title, filename, Document ID, and ID.

Search within

This option lets you choose which fields to search in the search page, only in the group or project context.