Jump to main Content | Jump to main Navigation

Quick Search

This is the simple search, it is accessed via the "Google style" search box in the top right hand corner of every CalmView page, see below:

To perform a simple search, users type a search term into the search box and click the Search button.

The simple search is designed to search one database at at time; either Catalog, Persons or Places. The Catalog database is searched by default, but you can select one of the other databases using the Configurator.

To select a database for the simple search:

  • In the Configurator, select Datasource, DataGroups, CalmView, followed by the name of the database you require, for example Persons or Places
     
  • Tick the 'Quick search' option in the right hand pane
     
  • Click the Save button

Please note: When changing the database for the simple search, you must also deselect the previously set database. For example, remove the tick from the Quick search option under Catalog if you wish to activate the simple search for the Persons or Places database.

The fields searched by default are; Title and Description in the Catalog database, PersonName in the Persons database and PlaceName, Code and Set in the Places database. It is possible to configure the simple search to search different fields, however it is recommended that only 2 or 3 fields are used for simple searches; adding more fields may affect the speed of search performance.

When you choose the Quick Search option in the Configurator, a screen as shown in this Catalog database example, will appear. Please note: the example screen will open a new window, when you have finished and wish to return to this page, use the cross in the top right corner to close the window.

Fields shown in the 'Destination' list are the ones already included in the simple search for this database. Fields shown in the 'Source' list are available to add.

To add a field to the Quick Search:

  • Highlight the field in the Source list
     
  • Click the Add > button
     
  • Click the Save button
     
You will see that the field moves to the Destination list, it will now be included in the Quick Search.
 

To remove a field from the Quick Search:

  • Highlight the field in the Destination list
     
  • Click the < Remove button
     
  • Click the Save button
     
You will see that the field moves to the Source list, it will no longer be included in the Quick Search.
 

The fields searched on during simple searching should be fields that you have chosen to display as part of your full record view. We recommend choosing commonly used fields such as Title or Description in the Catalog database.

Please note:

  • You should not add 'Any text' to this search as that could make CalmView search fields that you haven't chosen to display.

  • Do not add any date fields to this search, it is intended as a simple text search only. Adding a date field to the list of text fields here (to be searched) would give unpredictable search results. If you need to search on a date field, the Advanced Search is the correct place to add this.

  • More options for editing the Quick Search are available in Per-Database Options.