Search

DocuPhase Forms offers a search feature that can be used to search for the following content items owned by, or shared with, the user:

• Forms and Workflows (including shared items)

• Projects

• Schemas

• Portals

• Styles

• Scripts

On each user's homepage, they will see a magnifying glass icon in the orange header bar. Search is available on any of the left-hand menu items (Projects, Portals, etc.) It will not appear inside the Form or Workflow Designer screens.

Open

Click on the search icon to open a Search Box. The cursor will automatically appear inside the search box and you can begin typing your search criteria.

Open

Begin typing a few characters to start the search. Search looks for the criteria in the name and description of the user's content. Results will appear when the user pauses or finishes typing. Continue typing to narrow the search. The results will disappear when the user clicks away from the search/results window. 

Results will show up to 20 items in each of the categories below, in this order. If there are fewer than 20 items in a category, more results can be offered for the next category. There will always be a maximum of 120 results. The results include icons indicating the type of resource (i.e. form or workflow), and also indicates the location of the resource, such as the project name.

• Forms and Workflows (including shared items)

• Projects

• Schemas

• Portals

• Styles

• Scripts

Search Terms

The  Search works much like other searches you are familiar with. Here are some tips to help you find the results you expect:

• Periods (dots) that are not followed by whitespace are searchable, including Internet domain names. If you have a project named 'example.com', searching for example, example., or .com will all find the project in your results.

• A period followed by whitespace will search for the word after the whitespace separately. If you have a project named 'example. com project', searching for example. or . com will work, but . project will not return any results.

• The "@" character splits words, so email addresses are not considered one word. If you have a project named 'tom@example.com' searching for tom, tom@, @, and @example will all find the project in your results.

• Searching for two words that are not in order may return no results. For example, if your workflow is named 'Purchase Order Request' and you search for Purchase Request, there will be no results. Broaden your search by searching for one word, or words you know are in order.