4-2 Users Guide for Oracle Imaging and Process Management
4.1 Executing a Search
Searches to which you have View rights are listed in the navigator pane in the Searches panel. Clicking a search in the Searches panel opens a tab in the page region
and displays a search form. An example of a typical search form is displayed in Section A.5, Search Pages
. In some cases there may be a search defined where the search criteria is predetermined
and does not require you to enter any search values. In that case, no search form would be necessary. For example, when searching for invoices from the last 5 days.
To execute a search, do the following:
1. Click Searches to open the panel in the navigator pane. All searches available to
you are displayed.
2.
Click the search that corresponds to the type of document you want to locate. For example, if you are looking for an invoice that has not been paid, there may be a
search titled “Outstanding Invoices.”
3.
Enter the criteria you want to search for in the appropriate field on the search form if necessary. For example, when searching for an invoice there is likely an option
to enter the invoice number. Required fields are noted with an asterisk . If the person creating the search provided additional instructions on how best to use the
search, an Instruction area is displayed above the search area. Instructions are displayed by clicking the icon next to the instruction area title to expand the area.
Depending on the display skin chosen on the preferences page, the icon could be a plus sign, an arrow, or some other indicator.
If you leave a field blank, the search is executed without that condition, and the part of the search that uses the parameter will be omitted. If the blank field is a
required field, an error message is displayed.
4.
Optionally, select a search operator. In some cases a search may have multiple operators available for you to select against a specific field. This gives you greater
flexibility on how you would like the search to be performed. For instance, a field may default to the Equal to = operator so that you can look for a specific value
but also have the Greater than and the Less than operators available so that you can look for a range of values if needed. For additional information on search
operators, see
Picklist Data Field Input Operators on page A-7.
5. Click Search to return the results based off the criteria you specified. Search
results are displayed in a table beneath the search form in the search tab. Note that once you have executed a search, clicking the Refresh link in the main banner
refreshes the information on the page but does not execute the search again. If you or another user updates document metadata, the new metadata is not displayed in
the search results table until you run the search again by clicking Search.
An example of a typical search result is displayed in the section Search Form
Criteria and Search Results Table on page A-8.
Note: Available fields are unique to each search and are determined
by the person who created the search. The fields available to a person creating a search are determined by the applications that are included
in the search. If you need a new search to be defined or available search criteria modified, contact the person who manages Oracle
IPM.
Searching for Content 4-3
4.2 Working with Search Results
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