+++ title = "Query Language" weight = 55 description = "The query language is a powerful way to search for documents." insert_anchor_links = "right" template = "docs.html" +++ # Query Language Docspell uses a query language to provide a powerful way to search for your documents. It currently needs to be enabled explicitely in your user settings to be used on the search page.
{{ figure(file="enable-powersearch.png") }}
This changes the search bar on the items list page to expect a query as described below. The search menu works as before, the query coming from the search menu is combined with a query from the search bar. For taking a quick look, head over to the [examples](#examples). # Structure The overall query is an expression that evaluates to `true` or `false` when applied to an item and so selects whether to include it in the results or not. It consists of smaller expressions that can be combined via the common ways: `and`, `or` and `not`. Simple expressions check some property of an item. The form is: ``` ``` For example: `tag=invoice` – where `tag` is the field, `=` the operator and `invoice` the value. It would evaluate to `true` if the item has a tag with name `invoice` and to `false` if the item doesn't have a tag with name `invoice`. Multiple expressions are separated by whitespace and are combined via `AND` by default. To explicitely combine them, wrap a list of expressions into one of these: - `(& … )` to combine them via `AND` - `(| … )` to combine them via `OR` It is also possible to negate an expression, by prefixing it with a `!`; for example `!tag=invoice`. # The Parts ## Operators There are 7 operators: - `=` for equals - `>` for greater-than - `>=` for greater-equals - `~=` for "in" (a shorter way to say "a or b or c or d") - `:` for "like", this is used in a context-sensitive way - `<` for lower than - `<=` for lower-equal - `!=` for not-equals Not all operators work with every field. ## Fields Fields are used to identify a property of an item. They also define what operators are allowed. There are fields where an item can have at most one value (like `name` or `notes`) and there are fields where an item can have multiple values (like `tag`). At last there are special fields that are either implemented directly using custom sql or that are only shortcuts to a longer form. Here is the list of all available fields. These fields map to at most one value: - `name` the item name - `source` the source used for uploading - `notes` the item notes - `id` the item id - `date` the item date - `due` the due date of the item - `created` the date when the item was created - `corr.org.id` the id of the correspondent organization - `corr.org.name` the name of the correspondent organization - `corr.pers.name` name of correspondent person - `corr.pers.id` id of correspondent person - `conc.pers.name` name of concerning person - `conc.pers.id` id of concerning person - `conc.equip.name` name of equipment - `conc.equip.id` id of equipment - `folder.id` id of a folder - `folder` name of a folder - `inbox` whether to return "new" items (boolean) - `incoming` whether to return incoming items (boolean), `true` to show only incoming, `false` to show only outgoing. These fields support all operators, except `incoming` and `inbox` which expect boolean values and for those some operators don't make sense. Fields that map to more than one value: - `tag` the tag name - `tag.id` the tag id - `cat` name of the tag category The tag and category fields use two operators: `:` and `=`. Other special fields: - `attach.id` references the id of an attachment - `checksum` references the sha256 checksum of a file - `content` for fulltext search - `f` for referencing custom fields by name - `f.id` for referencing custom fields by their id - `dateIn` a shortcut for a range search - `dueIn` a shortcut for a range search - `createdIn` a shortcut for a range search - `exist` check if some porperty exists - `names` a shortcut to search in several names via `:` - `year` a shortcut for a year range - `conc` a shortcut for concerning person and equipment names - `corr` a shortcut for correspondent org and person names These fields are often using the `:` operator to simply separate field and value. They are often backed by a custom implementation, or they are shortcuts for a longer query. ## Values Values are the data you want to search for. There are different kinds of that, too: there are text values, numbers, boolean and dates. When multiple values are allowed, they must be separated by comma `,`. ### Text Values Text values need to be put in quotes (`"`) if they contain one of these characters: - whitespace ` ` - quotes `"` - backslash `\` - comma `,` - brackets `[]` - parens `()` Any quotes inside a quoted string must be escaped with a backslash. Examples: `scan_123`, `a-b-c`, `x.y.z`, `"scan from today"`, `"a \"strange\" name.pdf"` ### Numeric and Boolean Values Numeric values can be entered literally; an optional fraction part is separetd by a dot. Examples: `1`, `2.15`. A boolean value can be specfied by `yes` or `true` and `no` or `false`, respectively. Example: `inbox:yes` ### Dates Dates are always treated as local dates and can be entered in multiple ways. #### Date Pattern They can be in the following form: `YYYY-MM-DD` or `YYYY/MM/DD`. The month and day part are optional; if they are missing they are filled automatically with a `1`. So `2020-01` would be the same as `2020-01-01`. A special pattern is `today` which marks the current day. #### Unix Epoch Dates can be given in milliseconds from unix epoch. Then it must be prefixed by `ms`. The time part is ignored. Examples: `ms1615209591627`. #### Calculation Dates can be defined by providing a base date via the forms above and a period to add or substract. This is especially useful with the `today` pattern. The period must be separated from the date by a semi-colon `;`. Then write a `+` or a `-` to add or substract and at last the number of days (suffix `d`) or months (suffix `m`). Examples: `today;-14d`, `2020-02;+1m` # Simple Expressions Simple expressions are made up of a field with at most one value, an operator and one or more values. These fields support all operators, except for boolean fields. The like operator `:` can be used with all values, but makes only sense for text values. It allows to do a substring search for a field. For example, this looks for an item with a name of exactly 'invoice_22': ``` name=invoice_22 ``` By using `:`, it is possible to look for items that have 'invoice' somewhere in their name: ``` name:*invoice* ``` The asterisk `*` can be added at the beginning and/or end of the value, but not in betwee. Furthermore, the like operator is case-insensitive, whereas `=` is not. This applies to all fields with a text value. This is another example looking for a correspondent person of with 'marcus' in the name: ``` corr.pers.name:*marcus* ``` ---- Comparisons via `<`/`>` are done alphanumerically for text based values and numerically for numeric values. For booleans these operators don't make sense and therefore don't work there. ---- All these fields (except boolean fields) allow to use the in-operator, `~=`. This is a more efficient form to specify a list of alternative values for the same field. It is logically the same as combining multiple expressions with `OR`. For example: ``` source~=webapp,mailbox ``` is the same as ``` (| source=webapp source=mailbox ) ``` The `~=` version is nicer to read, safes some key strokes and also runs more efficient when the list grows. It is *not* possible to use a wildcard `*` here. If a wildcard is required, you need to write the longer form. If one value contains whitespace or other characters that require quoting, each value must be quoted, not the whole list. So this is correct: ``` source~="web app","mail box" ``` This is not correct: `source~="web app,mail box"` – it would be treated as one single value and is then essentially the same as using `=`. ---- The two fields `incoming` and `inbox` expect a boolean value: one of `true` or `false`. The synonyms `yes` and `no` can also be used to make it better readable. This finds all items that have not been confirmed: ``` inbox:yes ``` The `incoming` can be used to show only incoming or only outgoing documents: ``` incoming:yes ``` For outgoing, you need to say: ``` incoming:no ``` # Tags Tags have their own syntax, because they can appear multiple times on an item. Tags only allow for two operators: `=` and `:`. Combined with negation (the `!` operator), this is quite flexible. For tags, `=` means that items must have *all* specified tags (or more), while `:` means that items must have at least *one* of the specified tags. Tags can be identified by their name or id and are given as a comma separated list (just like when using the in-operator). Some examples: Find all invoices that are todo: ``` tag=invoice,todo ``` This returns all items that have both tags `invoice` and `todo`. Negating this: ``` !tag=invoice,todo ``` … results in an expression that returns all items that don't have *both* tags. It might return items with tag `invoice` and also items with tag `todo`, but no items that have both of them. Using `:` is just analog to `=`. This finds all items that are either `waiting` or `todo` (or both): ``` tag:waiting,todo ``` When negating this: ``` !tag:waiting,todo ``` it finds all items that have *none* of the tags. Tag names are always compared case-insensitive. Tags can also be selected using their id, then the field name `tag.id` must be used instead of `tag`. The field `cat` can be used the same way to search for tag categories. # Custom Fields Custom fields can be used via the following syntax: ``` f: ``` They look almost like a simple expression, only prefixed with a `f:` to indicate that the following is the name of a custom field. The type of a custom field is honored. So if you have a money or numeric type, comparsions are done numerically. Otherwise a alphnumeric comparison is performed. Custom fields do not support the in-operator (`~=`). Date fields are an exception: they are always compared alphanumerically and thus the `today` special value doesn't work with them. For example: assuming there is a custom field of type *money* and name *usd*, the following selects all items with an amount between 10 and 150: ``` f:usd>10 f:usd<150 ``` The like-operator can be used, too. For example, to find all items that have a custom field `asn` (often used for a serial number printed on the document): ``` f:asn:* ``` If the like operator is used on numeric fields, it falls back to text-comparison. Instead of using the name, the field-id can be used to select a field. Then the prefix is `f.id`: ``` f.id:J2ES1Z4Ni9W-xw1VdFbt3KA-rL725kuyVzh-7La95Yw7Ax2:15.00 ``` # Fulltext Search The special field `content` allows to add a fulltext search. Using this is currently restricted: it must occur in the root (AND) query and cannot be nested in other complex expressions. The form is: ``` content: ``` The search query is interpreted by the fulltext index (currently it is SOLR). This is usually very powerful and in many cases this value must be quoted. For example, do a fulltext search for 'red needle': ``` content:"red needle" ``` It can be combined in an AND expression: ``` content:"red needle" tag:todo ``` But it can't be combined via OR. This is not possible: ``` tag:todo (| content:"red needle" tag:waiting) ``` # File Checksums The `checksum` field can be used to look for items that have a certain file attached. It expects a SHA256 string. For example, this is the sha256 checksum of some file on the hard disk: `40675c22ab035b8a4ffe760732b65e5f1d452c59b44d3d0a2a08a95d28853497`. To find all items that have (exactly) this file attached: ``` checksum:40675c22ab035b8a4ffe760732b65e5f1d452c59b44d3d0a2a08a95d28853497 ``` # Exist The `exist` field can be used with another field, to check whether an item has some value for it. It only works for fields that have at most one value. For example, it could be used to find items that are in any folder: ``` exist:folder ``` When negating, it finds all items that are not in a folder: ``` !exist:folder ``` # Attach-Id The `attach.id` field is a special field to find items by providing the id of an attachment. This can be helpful in certain situations when you only have the id or part of that of an attachment. It uses equality if no wildcard is present. A wildcard `*` can be used at beginning or end if only a part of the id is known. ``` attach.id=5YjdnuTAdKJ-V6ofWTYsqKV-mAwB5aXTNWE-FAbeRU58qLb attach.id=5YjdnuTAdKJ* ``` # Shortcuts Shortcuts are only a short form of a longer query and are provided for convenience. The following exist: - `dateIn`, `dueIn` and `createdIn` - `year` - `names` - `conc` - `corr` ### Date Ranges The first three are all short forms to specify a range search. With `dateIn` and `dueIn` have three forms that are translated into a range search: - `dateIn:2020-01;+15d` → `date>=2020-01 date<2020-01;+15d` - `dateIn:2020-01;-15d` → `date>=2020-01;-15d date<2020-01` - `dateIn:2020-01;/15d` → `date>=2020-01;-15d date<2020-01;+15d` The syntax is the same as defining a date by adding a period to some base date. These two dates are used to expand the form into a range search. There is an additional `/` character to allow to subtract and add the period. The `year` is almost the same thing, only a lot shorter to write. It expands into a range search (only for the item date!) that selects all items with a date in the specified year: - `year:2020` → `date>=2020-01-01 date<2021-01-01` The last shortcut is `names`. It allows to search in many "names" of related entities at once: ### Names - `names:tim` → `(| name:tim corr.org.name:tim corr.pers.name:tim conc.pers.name:tim conc.equip.name:tim )` The `names` field uses the like-operator. The fields `conc` and `corr` are analog to `names`, only that they look into correspondent names and concerning names. - `conc:marc*` → `(| conc.pers.name:marc* conc.equip.name:marc* )` - `corr:marc*` → `(| corr.org.name:marc* corr.pers.name:marc* )` # Examples Find items with at least one tag invoice or todo that are due next: ``` tag:invoice,todo due>today ``` Find items with at least both tags invoice and todo: ``` tag=invoice,todo ``` Find items with a concerning person of name starting with "Marcus": ``` conc.pers.name:marcus* ``` Find items with at least a tag "todo" in year 2020: ``` tag:todo year:2020 ``` Find items within the last 30 days: ``` date>today;-30d ``` Find items with a custom field `paid` set to any value: ``` f:paid:* ``` Find items that have been paid with more than $100 (using custom fields `paid` as a date and `usd` as money): ``` f:paid:* f:usd>100 ```