Chapter 8 - Search for Documents 4.0 - Revision history

WikiSysop: /* The Search Criteria Window */

2017-05-03T21:43:19Z

‎The Search Criteria Window

Tomh: /* Criteria Field Types */

2017-05-03T18:58:04Z

‎Criteria Field Types

Tomh: /* Auto Complete */

2017-05-03T18:55:03Z

‎Auto Complete

Tomh: /* SmartName Search */

2017-05-03T18:51:12Z

‎SmartName Search

Tomh: /* SmartName Search */

2017-05-03T18:48:35Z

‎SmartName Search

192.168.0.10: /* Setting Up the Starter System for a Database */

2013-01-31T21:02:46Z

‎Setting Up the Starter System for a Database

192.168.0.10: /* Setting Up the Starter System for a Database */

2013-01-31T21:00:57Z

‎Setting Up the Starter System for a Database

192.168.0.10: /* Setting Up the Starter System for a Database */

2013-01-31T21:00:02Z

‎Setting Up the Starter System for a Database

192.168.0.10: /* Saving and Restoring the Hit List */

2012-10-22T18:55:52Z

‎Saving and Restoring the Hit List

192.168.0.10: /* The Document Information Window */

2012-10-22T18:55:26Z

‎The Document Information Window

@@ Line 25: / Line 25: @@
 When the search feature is loaded, a screen similar to the following is displayed:
-[[Image:Search_Criteria4.jpg]]
+[[Image:Search_Criteria4a.jpg]]
 The search criteria screen is activated for entering the criteria for the search. The other search windows appear as minimized icons in the lower left portion of the screen.

@@ Line 150: / Line 150: @@
 <u>'''Less Than'''</u> - the field data in the database must be less than the criteria entered<br />
 <u>'''Range'''</u> - the field data in the database must be within the range of the two criteria values entered.<br />
-<u>'''SmartName Search'''</u> – when you exit from a criteria box designated as a Smart Name search, the system converted the names in the box to aliases using the Smart Name dictionary. See Smart Names for more information.<br />
+<u>'''Null'''</u> – selects records where no data is entered in the selected field.<br />
 <u>'''Soundex'''</u> – a "sounds like" search is performed on the criteria field.<br />

@@ Line 54: / Line 54: @@
 ====Auto Complete====
-The Search Criteria screen supports the Auto Complete feature which lets you select names from valid names that are already listed in the database. This feature is invoked by pressing the F4 key when the cursor is in a box where the feature is supported. Auto Complete is typically used on name fields to help the operator post a name in the same format as it was posted to previous documents. Here is how this feature is used:
+The Search Criteria screen supports the '''Auto Complete''' feature which lets you select names from valid names that are already listed in the database. This feature is invoked by pressing the F4 key when the cursor is in a box where the feature is supported. Auto Complete is typically used on name fields to help the operator post a name in the same format as it was posted to previous documents. Here is how this feature is used:
-# Once you are in the box where you will enter the name, press F4.
+# Once you are in the box where you will enter the name, press '''F4'''.
 # A pop up box is displayed and you can begin keying the name. As you enter the letters for the name, matches will be shown in a list. So if you key “Patterson,” you will see “Patterson Andrew,” Patterson Barry” etc. listed.
 # At any point you can select a name from the list and click the Add button to add it to the list to be searched. You can then search for a different name, if desired, and add that to the list of names to be searched.

@@ Line 506: / Line 506: @@
 [http://help.halfile.com/index.php?title=Chapter_7_-_Search_for_Documents_4.0#column-one Contents]
-The SmartName search feature has been discontinues in version 4.0. Instead, the more powerful Auto Complete feature can be used where you press F4 in a name field on the Search Criteria or Index form, and then type the name. The system then shows matching names that exist in the database. So, if you press F4 then type “Patterson Jo” you will be shown “Patterson Joe”, “Patterson Joey”, “Patterson Joseph” etc. You can select the names from the list to search for.
+The SmartName search feature has been discontinued in version 4.0. Instead, the more powerful '''Auto Complete''' feature can be used where you press '''F4''' in a name field on the Search Criteria or Index form, and then type the name. The system then shows matching names that exist in the database. So, if you press F4 then type “Patterson Jo” you will be shown “Patterson Joe”, “Patterson Joey”, “Patterson Joseph” etc. You can select the names from the list to search for.
 ===Soundex Searches===

@@ Line 506: / Line 506: @@
 [http://help.halfile.com/index.php?title=Chapter_7_-_Search_for_Documents_4.0#column-one Contents]
-The SmartName search provides a way to key in a name as a search criteria and have the system generate common or nick names to search for. For instance, you can set up this feature to search for 'Richard,' 'Rich,' 'Dick,' 'Rick' and 'Ricky' when you entered 'Richard' for the search criteria. This also works for last names and company names.
+The SmartName search feature has been discontinues in version 4.0. Instead, the more powerful Auto Complete feature can be used where you press F4 in a name field on the Search Criteria or Index form, and then type the name. The system then shows matching names that exist in the database. So, if you press F4 then type “Patterson Jo” you will be shown “Patterson Joe”, “Patterson Joey”, “Patterson Joseph” etc. You can select the names from the list to search for.
 ===Soundex Searches===

@@ Line 627: / Line 627: @@
 ====Setting Up the Starter System for a Database====
-The Starter tab of the Tools-Options menu of the Search Module is used to configure options for halFILE's Starter system. These options are saved to hfstarter.ini. Note that for e.halFILE, these options are placed in halweb.ini. The following describes the settings.
+The Starter tab of the Tools-Options menu in Search used to configure halFILE's Starter system. These options are saved to hfstarter.ini. Note that for e.halFILE, these options are placed in halweb.ini. The following describes the settings.
 <u>'''Enable this feature'''</u> - check this box to enable the Starter system.<br />

@@ Line 641: / Line 641: @@
 <u>'''Closed Status Value'''</u> - the value to post to the Starter Status field when a starter is closed. For example, "STRC" could be the code used for Closed Starter.<br />
 <u>'''New Document Prefix Letter'''</u> - Enter a one character prefix letter to be used when create the starter document record in the halFILE database. Try to configure a unique letter not used by as a Station Id on capture stations.<br />
-<u>'''Starter Basket'''</u> - enter the basket name to be used for newly created starter documents. This must be a valid basket name. We recommend a basket named "Starter."
+<u>'''Starter Basket'''</u> - enter the basket name to be used for newly created starter documents. We recommend a basket named "Starter."
 ====Criteria Sets====

@@ Line 637: / Line 637: @@
 <u>'''Starter Status Field'''</u> - the Starter system posts an "open" status to the starter record when the starter is created and a "closed" status when it is closed. Select the field to be used to hold the status of the Starter. This is normally a document or instrument type field.<br />
 <u>'''Fallout Date Field'''</u> - this identifies the date to be used for the date down searches. Each time a search is performed for a starter, the date of the search is recorded in this field and becomes the beginning date for subsequent searches using this starter.<br />
-<u>'''Security Group Field'''</u> - in cases where multiple users are creating starters and you wish to configure the system so each user can see only the starter that he/she create, you can post this users security group (Configure-User Groups in the halFILE Administrator). If you select a field for storing the Security Group, then the group the user is in is stored in this field when the starter is created. You should then configure the User Group security to prohibit the viewing of Starter documents containing some other group value.<br />
+<u>'''Security Group Field'''</u> - – use this field if multiple users create starters and a user can only see the starters he/she creates. This feature posts the user’s security group (Configure-User Groups in the halFILE Administrator) to the field designated here. You should then configure the User Group security to prohibit the viewing of Starter documents containing some other group value.<br />
 <u>'''Open Status Value'''</u> - the value to post to the Starter Status field when a starter is created. For example, "STRO" could be the code used for Open Starter.<br />
 <u>'''Closed Status Value'''</u> - the value to post to the Starter Status field when a starter is closed. For example, "STRC" could be the code used for Closed Starter.<br />
 <u>'''New Document Prefix Letter'''</u> - Enter a one character prefix letter to be used when create the starter document record in the halFILE database. Try to configure a unique letter not used by as a Station Id on capture stations.<br />
 <u>'''Starter Basket'''</u> - enter the basket name to be used for newly created starter documents. This must be a valid basket name. We recommend a basket named "Starter."
 ====Criteria Sets====

@@ Line 216: / Line 216: @@
 # From the search hit list window, select '''File-Save Hit List'''.
 # Enter the file name to save the list to, using an '.HIT' extension.
 Later, a saved search hit list can be restored by:
@@ Line 222: / Line 223: @@
 Once this is done, you can use the search hit list as if you had just performed the search.
 ====The Right Click Menu on the Search Hit List====

← Older revision		Revision as of 18:55, 22 October 2012
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−	~~'''~~Changing database information~~'''~~	+	===Changing database information===

	# Perform a search and select a record from the hit list to load the Document Information Window.		# Perform a search and select a record from the hit list to load the Document Information Window.