mirror of
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188 lines
6.0 KiB
Markdown
188 lines
6.0 KiB
Markdown
+++
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title = "Finding Items"
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weight = 30
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[extra]
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mktoc = true
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+++
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Items can be searched by their annotated meta data and their contents
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using full text search. The landing page shows a list of current
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items. Items are displayed sorted by their date, newest first.
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# Search Bar
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{{ imgright(file="search-bar.png") }}
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The search bar let's you search in item and attachment names names and
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do fulltext search. The icon next to the search field can switch
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between these modes.
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## The *Names* option {#names}
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This searches in the item name, names of correspondent organization
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and person, and names of concering person and equipment. It uses a
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simple substring search. When searching with this option active, it
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simply submits the (maybe hidden) search menu. So if the menu has
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other fields filled out, they will affect the result, too.
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## The *Contents* option {#contents-only}
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Searching with this option active, there is a full text search done
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in: attachments contents, attachment names, item name and item notes.
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If no other fields are selected, the results are not ordered by item
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date, but by relevance with respect to the search term. This ordering
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is returned from the full text search engine and is simply transfered
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unmodified.
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# Search Menu
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{{ imgright(file="search-menu.png") }}
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The search menu can be opened by clicking the left icon in the top
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bar. It shows some options to constrain the item list:
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## Inbox
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Clicking the checkbox "Inbox" shows items that have not been
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"Confirmed". All items that have been created by docspell and not
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looked at are marked as "new" automatically.
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## Tags & Tag Categories
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Click on a tag to show only items with this tag, the tag is marked
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with a check (✔) icon. Click again, to show only items that are not
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tagged with the tag. Then the tag is marked with a minus (–) icon.
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Clicking a third time deselects the tag and the icon goes back to a
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"tag" icon.
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By default, the most used tags are shown and you can click on *Show
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more…* to list all. How many tags are displayed can be changed in the
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ui settings (go to *User Settings* ‣ *Ui Settings*).
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When multiple tags are checked (✔), only items are shown that have all
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these tags. When multiple tags are excluded (–), then only items are
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shown that don't have these tags.
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The same applies to tag categories. You can show all items that have
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at least on tag of a checked (✔) category. Or you can list all items
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that have no tag of a category (–).
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You can also use drag&drop to tag items in this view. Simply drag an
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item card and drop it on a tag, this will toggle the tag on the item.
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If the item was tagged already, the tag is removed, otherwise added.
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<div class="columns is-centered">
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<div class="column">
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{{ imgnormal(file="drop-tag.png", width="400px") }}
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</div>
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</div>
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## Folder
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Select a folder to only show items in that folder. Only folders where
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the current user has access are displayed. As with tags, there are
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only a few folders shown and you can expand all with a *Show more*
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link. How many folders are displayed without this link can be
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configured in the ui settings.
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If no folder is set, all accessible items are shown. These are all
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items that either have no folder set, or a folder where the current
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user is member.
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It is possible to put items into a folder in this view via drag&drop.
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Simply drag an item card and drop it on a folder. If dropped on the
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*Folders* header, the item is moved outside the folder.
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## Correspondent
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Pick a correspondent to show only these items.
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## Concerned
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Pick a concerned entity to show only these items.
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## Custom Fields
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You can choose one or more custom field to search for. You can use
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wildcards (`*`) at the beginning and/or end of a search term, too. To
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find items that have any value, use a single `*`.
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## Date
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Specify a date range to show only items whose date property is within
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this range. If you want to see items of a specific day, choose the
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same day for both fields.
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For items that don't have an explicitly date property set, the created
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date is used.
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## Due Date
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Specify a date range to show only items whose due date property is
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within this range. Items without a due date are not shown.
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## Source
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This field allows to search by source id. Wildcards are supported.
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## Direction
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Specify whether to show only incoming, only outgoing or all items.
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# Customize Substring Search
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The substring search of *Search in names* field can be customized in
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the following way: A wildcard `*` can be used at the start or end of a
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search term to do a substring match. A `*` means "everything". So a
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term `*company` matches all names ending in `company` and `*company*`
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matches all names containing the word `company`. The matching is case
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insensitive.
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Docspell adds a `*` to the front and end of a term automatically,
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unless one of the following is true:
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- The term already has a wildcard.
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- The term is enclosed in quotes `"`.
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# Full Text Search
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## The Query
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The query string for full text search is very powerful. Docspell
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currently supports [Apache SOLR](https://lucene.apache.org/solr/) as
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full text search backend, so you may want to have a look at their
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[documentation on query
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syntax](https://lucene.apache.org/solr/guide/8_4/query-syntax-and-parsing.html#query-syntax-and-parsing)
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for a in depth guide.
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- Wildcards: `?` matches any single character, `*` matches zero or
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more characters
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- Fuzzy search: Appending a `~` to a term, results in a fuzzy search
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(search this term and similiar spelled ones)
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- Proximity Search: Search for terms that "near" each other, again
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using `~` appended to a search phrase. Example: `"cheese cake"~5`.
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- Boosting: apply more weight to a term with `^`. Example: `cheese^4
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cake` – cheese is 4x more important.
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Docspell will preprocess the search query to prepare a query for SOLR.
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It will by default search all indexed fields, which are: attachment
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contents, attachment names, item name and item notes.
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## The Results
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When using full text search, each item in the result list is annotated
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with the highlighted occurrence of the match.
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<figure class="image">
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<img src="/img/fts-feature.png">
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</figure>
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