Find Documents

Find > Documents

This function enables you to search the database for documents. You can restrict the search to certain criteria through input of data.

On the HELiOS Ribbon, choose Find > Documents . After calling the function, the Find document dialogue window will be displayed. Enter your search criteria here.

If one or several windows are not be filled in, all values will be valid. If only an * is entered as a search criterion in a field, only those documents will be taken over into the result list which have an entry in this particular field. Click on the Find button to start the search.

The database will be searched and a result list will be shown. With the ESC key you can abort the search process at any time.

As the search window remains open, you can change the search criteria and start a new search.

A corresponding message will be displayed if no document matching the entered search criteria is found. The window remains open so that you can enter new search criteria.

Double-click on a document in the search result to display the master data in the detail window. You can also mark several documents with the CTRL or SHIFT key (as in Windows) and then call the editing functions with the RMB. If only one document has been marked, several editing functions will be active.

 

Please note:

An extended selection dialogue is available for searching according to creation dates or checking date. To open this dialogue, click the symbol in the Date column.

On the left hand side in the pop-up window you can choose a time or a period such as Today, Yesterday, This week etc., or select a concrete date in the calendar. Multiple selections are also possible.

If the Exact checkbox is active, the search will only refer to this particular date or, if multiple dates have been selected, only to these dates. If the From option is active, the search will refer to the period spanning the specified date until today. For this to happen, the Add option at the bottom of the window must be active. If the Replace option is active, a previous date selection will be replaced by the new one.

Activate the Between option to choose one date on the left hand side and one on the right hand side of the calendar, which represent the start date and end date of a period for document creation or document check. The document search will then refer to this period.

Furthermore, you can enter a user name in the input fields beneath Name next to Created or Checked. The search will then refer to documents that have been created or check by the entered user.

If the sub-project setting is deactivated ( switched to Do not search in sub-projects) and the Project number has been set to Project-independent, HELiOS will only search for files which are not assigned to any project.

If you are searching in a particular project (via the Project number) with deactivated sub-project setting, only files located in this project will be displayed, and none from its sub-projects.

When you click on the Adjust result list icon, a dialogue window opens, enabling you to add further attributes (or remove existing ones) to be displayed in the list view (the procedure is the same as the one for the configuration of the Properties window).

The Print result list function calls the Report Manager for printouts. Besides, the Adjust report settings option opens a window, allowing you to specify, by activating or deactivating the corresponding checkboxes, which attributes of the result list are to be included in the report.

At the bottom of the window you can find the following options:

• Display new contents in this window.... This window has a context focus. /  Do not display new contents in this window. If no window with content focus is open, a new window will be opened.
• Use the functions in the drop-down menu of Save search template option to save the current search settings locally , i.e. only for the current user or globally, i.e. for all users in the system (after selecting the option, enter the desired name into the displayed input field and confirm with OK ). In the pull-down selection field to the left, all available search templates are offered for selection.
• Select Reset to clear all input fields of the search mask.
• Right-clicking an empty area of the search mask opens a context menu from which you can also set the search to Project-dependent, Folder-dependent, Project- and Folder-dependent, or save and load search templates.

 

Please note:

• You can also perform the search while making entries in the mask by pressing the F3 key.

• The Classification tab can be activated separately in the HELiOS Options: In the HELiOS Options dialogue window, go to General and activate the Show classification tab... checkbox under Find. This allows you to search specifically for items in a class (sub-classes are not included). If you want to search in a class with its sub-classes, go to the Classification window by clicking on the symbol at the bottom of the dialogue window. Select a class there and click OK to close the window and start the search.

Document Detail Window • Documents • Functions for the Active Document - Context Menu • Enter Documents, Create Sample File