WebDrawer Help

Contents ^  Basic Searches

The Basic Search function searches by any word from the content of all the records in the TRIM database. To search the TRIM database using basic search:

  • Type the text you wish to search for in the equal to text box
  • Click AND if the results of the search must contain all of the search terms you choose.
  • Click OR if you would like to display records which contain at least one of the search terms you choose.
  • Click Search

A list of records matching your search terms is displayed.

^  Advanced searches

Advanced searches combine multiple search methods. This is achieved by using the AND and OR options in the Advanced Search section of the search screen.

To search the TRIM database using an advanced search

  • In the Search For list, click on the drop-down button to select a search method. You may select up to three types of search methods in the standard search page supplied with WebDrawer.
  • For each search method you select, type the text you wish to search for in the equal to text box.
  • Click AND if the results of the search must contain all of the search terms you choose.
  • Click OR if you would like to display records which contain at least one of the search terms you choose.
  • In the Sort By list, optionally click on the drop-down button to select a field to sort by. Click the Descending check box next to the sort criteria if you wish to sort by that criteria in descending order. You can choose up to three sort criteria to sort results by.
  • In the Records per page list, click on the drop-down button to select how many records to display per page. 25 Records will be displayed by default.
  • Click Search

A list of records matching your search terms is displayed. Go to the Search Page.

^  Description of available search methods

The search for list contains the following search methods:
Search Method Result
Title Word Searches for records by the specified title word.
Any Word Finds records that have a word in either the title or the notes attached to a record.
Document Content Searches for records by words in associated documents
Series Of If the specified record number is part of a series, then this option will list the series record.
Series Contents List all records that are within the specified series record number.
Number Searches for records by the specified record number.
Earliest Date Searches for records by the specified date created.
Latest Date Lists records by the specified date closed.
Electronic Document Types Search for records by their attached electronic document type. Type in a file extension into the text box (for example: doc, bmp, jpg, etc).

^  Searching by range

Some types of search allow you to search by ranges. Use a comma (,) to designate a range of values:

For example searching by Date Registered 7/22/03 , 8/22/03. This search returns all the records in the range including the dates specified.

^  Searching by date

When you search the TRIM database for dates or date ranges the WebDrawer server only recognizes dates which match its own date format.

For instance if the date format used by the WebDrawer server is mm-dd-yy, a search using mm/dd/yy will return the correct values, however a search for dd/mm/yy will not. If you have doubts about the date format of your WebDrawer server, ask your WebDrawer administrator.

^  Saving Search Criteria

After performing a successful search it is possible to save the search as a bookmark. When you reload this bookmark in your Web browser the WebDrawer server will perform the search and return the search results as if you had entered the search from the search page.

^  Browsing Results

When the results of a search are displayed, use the links embedded in the page to browse for more information.

For example, a successful search may return multiple pages of records.

To check the next page of records:

  • Click the Next link at the top of the page, or to view more information on a particular record
  • Click the More Info link
^  Working with Records

Once you have found the record you were searching for, use WebDrawer to view actions associated with it.

^  Viewing electronic documents

To view an electronic document or file:

  • Click on the record title to download the document

A viewed document can only be displayed, WebDrawer does not update the TRIM database, or change the location of the file when you view it via WebDrawer. You cannot return edited documents to the TRIM database through the WebDrawer interface.