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  • 1.  Search in attached documents

    Posted 02-21-2024 08:54

    Hello!

    I've received questions from my colleagues in regards to a more advanced search functionality..

    We are transitioning from the old SharePoint winshuttle to the new Evolve platform and many of us find that the Search functionality has been greatly reduced. 

    I know that the search in SharePoint was a functionality of the SharePoint sites and not of Winshuttle, but is there any equivalent that we can use in Evolve? 

    Example: I have some foms called Misc forms. In them, people attach files for mass updates for customers, materials or vendors. In the old Sharepoint, we could search for a Material number in the Search box and it would bring up all the forms that number was part of, even if the number was part of an attached excel file.. 

    Is there any chance there's a way to do this in Evolve? Is there any talk about this function making its' way into future versions? 

    Thanks! 



    ------------------------------
    Florin Dumitrescu
    Carestream Dental LLC
    Bucharest, RO
    ------------------------------


  • 2.  RE: Search in attached documents

    Employee
    Posted 02-23-2024 06:11

    Hi Florin,

    As of now there is no way to apply global search in current released version of evolve.

    we did some R&D on the global search that you mentioned, it is not part for the current release plan.

    You can add this to idea portal to add a vote to the request that this is something which will be helpful from user perspective.

    Regards



    ------------------------------
    Hammad Naeem
    Precisely Software Inc.
    ------------------------------



  • 3.  RE: Search in attached documents

    Posted 02-23-2024 06:16

    Hi Hammad, 

    Thank you for your response! 

    I will add this idea to the list. 

    Thanks!



    ------------------------------
    Florin Dumitrescu
    Carestream Dental LLC
    Atlanta GA
    ------------------------------



  • 4.  RE: Search in attached documents

    Employee
    Posted 02-23-2024 07:48

    Hi Florin,

    In current version we do support search functionality outside the filter menu on each column.

    Refer screenshot :

    In the textbox highlighted above, you can enter the text and filter records based on column values instead of going to filter menu and then applying the filters.

    Hope this helps.

    Regards



    ------------------------------
    Hammad Naeem
    Precisely Software Inc.
    ------------------------------



  • 5.  RE: Search in attached documents

    Posted 02-23-2024 08:03

    Hello Hammad, 

    Yes, I am running the current version and we make use of these fields, but they don't search the data in the attachments, sadly. 

    To better explain my needs, I am going to show an example from the old Winshuttle: 

    I have a form which has this attachment:. I will take this number from the excel file:

    If I put this number in the Search Box: 

    I will get a list of all the forms in which this number is mentioned, even though it is only in a file.

    As you can see, the first CIMR-Misc in the list is the one that I've taken the number from. This number is only mentioned in the form and not in any promoted/solution fields.



    ------------------------------
    Florin Dumitrescu
    Carestream Dental LLC
    Atlanta GA
    ------------------------------



  • 6.  RE: Search in attached documents

    Employee
    Posted 02-27-2024 01:23

    Hi Florin,

    Thank you for the details,

    Please add this to idea portal. 

    Regards



    ------------------------------
    Hammad Naeem
    Precisely Software Inc.
    ------------------------------



  • 7.  RE: Search in attached documents

    Posted 02-27-2024 03:58

    Hi Hammad, 

    I've added it a few days ago. Fingers crossed other people need this functionality too :D 



    ------------------------------
    Florin Dumitrescu
    Carestream Dental LLC
    Atlanta GA
    ------------------------------