How to Search Using Custom Metadata

By John Bald

Hint: Here are some other search related videos to watch

*All searches will look for matches in both the title and the content of the file and are not case sensitive

Step 1: The Custom Fields In the Index

The index that is generated by the Shinydocs Analytics Engine has two custom fields that can be assigned a value and then referenced to perform enhanced searches.

The two fields are classifications and tags

 

Step 2: The Classifications Field Search 

To search using the classifications index field, you simply type the name of the field with a period, the name assigned to the classification with a period, the search parameter with a colon, and then the value to search for.

 

custom metadata search by classification

 

Step 3:The Tags Field Search

To search using the tags index field, you enter the name of the field with a colon, and then the value of the tag 

custom metadata of tags

Step 4: The Search Results

In this search we combined the classifications search with the tags search using the AND modifier and you can see that it returned all files with a classification of invoice and the tag value of paid.

*NOTE: files can have multiple tags as shown with the top search result having tags of both PAID;60

Custom Search Results

Next Steps: 

Learn more about searching

Oh, and of course feel free to reach out to us if you want to talk learn more about search and the Shinydocs Discovery Desktop

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Tags: Records Management, Search, Discovery Desktop, Cognitive Suite, Discovery Search, Metadata

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