This panel follows the execution of any Search on the platform.

What is displayed in this panel

The Search Results panel is a tabbed panel where each tab represents a previously executed search within the same session. Each tab can be individually closed. Tab names are abbreviated search names. 

Users can run another search in a new tab by selecting one of the searches available in “Select another search” drop down in the upper right corner of the pop-up panel. 

On the left side we see search prompts and criteria used for the search. Criteria can be changed and search re-executed without leaving this panel. 

• Auto run button marks search to be automatically executed “on click” from the home screen. 
• Save as favourite saves the search and current values of its fields in favourites tab. Users are prompted for the name of the favourite search and folder in the favourites tab the favourite search is to be placed in. 
• Clear button clears all values in search fields. 
• Run executes the search using criteria provided. 

On the right-hand side panel shows all objects matching the search criteria in a paginated list after security restrictions (View Access Policies) have been applied. For External (Google) Searches, View Access policy restrictions do not apply. 

For repository searches the search result list has following properties: 

General layout

Shows all document metadata columns as specified by Admin in the Search Definition (their alias names, sort order, etc.) 

Individual items

In PIQNIC, documents can have several files. PIQNIC documents can contain both physical files and external URL references. These files or URL references are either older versions of document, or related to each other (in a similar way that email attachments are related). 

For documents with multiple files (related files, versioned files) each document object can be expanded into nodes representing individual files or URL references. 

Each expanded file is represented with File Title (which may be different to Document Title) and version reference. 

Files are ordered most recent first. Versioned files are initially collapsed and show non-current versions slightly indented. Documents with a single file are not expandable.

Google search results

When we run a Google search, results appear as individual items in a format that replicates Google search results. Each item has a reference, Title and details (extract) grouped together

Tooltips

File comments and other file information are shown in a tooltip.

Adding related files to a document

Users can add related files by dragging a file to the Document Title or through Document Details panel. They will be prompted for File Title and Comment. 

Adding Versions to a document

Users can add a new version by dragging a file to one of the file’s File Title or alternatively through Document Details panel. They will be prompted for version type (major or minor), Comments and File Title for the new version.

Deleted files

Deleted files or documents are not shown in the search result list. They can be seen in the Document Details screen.

Sorting of search results

Search Result List is Sortable by any column 

Size and pagination

Search result is paginated and is restricted to 1000 results. If the number of metadata fields and their size exceeds the screen width, result list will become scrollable horizontally. 

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Search result commands 

Search result commands are implemented as a collection of buttons in the upper right corner. 

These buttons are enabled once one or more search result items are selected. 

Document and file selection

Documents with multiple files could have individual files selected or deselected. When you select a document, all its files will also be selected, excluding older versions. 

Viewing documents

Clicking on View button or Double-click opens the selected object (file or document) in the Document Details panel which replaces the Search Results panel. 

If you select the whole document, its most recent file will open in the viewer. Documents with a single file cannot expand and they open in the Document Details when you double-click on them. 

If you select an individual file (in documents containing more than one file) that file will open. Otherwise the most recent file will open. Where you select multiple objects, they each open in the Document Details screen. 

URL references open in separate windows/browser tabs. 

Bookmark

It is a toggle that bookmarks selected documents and places them into the Favourites list, or removes the document from the Favourites list. 

Bookmark status of the document is indicated by the solid colour of the button’s icon. This is available also for URLs returned by Google search as a button beside search results.

User is prompted for the Title and to select Favourites folder the bookmark will be placed into.

Download

May prompt the user to select a folder to download selected documents or files into or downloads selected files to the default download folder. 

This is not available for URL references. 

Email

Email action is a combo button offering three options to email selected documents , its files or URLs: 

Send files

Creates a new email with selected files physically attached irrespective of their size. Non-PIQNIC URLs are sent as references. 

Send as reference

Prompts user for a message and creates a new email and adds URL of the selected documents/files. When the receiver clicks on the link, PIQNIC authentication is asked, if passed, documents and/or files are available to view/download through Document Details.

Send as a task

Initiates file sharing mode of PIQNIC collaboration. User is prompted to enter task name, description and select users as described in the Task Creation Screen.

Subscription

Available only for repository documents. It is a toggle that enables/disables document version subscriptions. Subscription status is indicated with a solid colour of the button’s icon.  Whenever a new version is added to documents the user is subscribed to, an email will be sent using the appropriate template for this type of event.

Selected document(s) will be added to list of subscriptions in User Preferences. 

Delete

Selected URLs, documents and/or files are soft-deleted (they can be undeleted through undelete command in deleted documents panel, accessed from the user menu. They do not appear in search results. . 

Bulk edit

Metadata in search result list can be modified. When multiple documents are selected, metadata is modified through a popup and applies to all selected lines.  

Action will fail if the user does not have Modify Access Policy that would allow the change. This command changes metadata on the document level. 

Collaborate

Prompts to:  

• create a new collaboration task using [create task panel] and adds selected items to the task. 
• select an existing task – selected documents are added to it. 

For each selected file, users are prompted for File Title and Description before they are added to a task.

Save URL

URL location from the Google search result list can be saved to PIQNIC as a URL reference.

Save button is displayed beside each search result of a Google search. When clicked on, it will prompt users to select a Save Profile to be used to save the reference. 

Only profiles with “save as a reference” flag enabled by the Administrator can be used. When a profile is selected, an indexing pop up similar to file indexing screen is displayed and users will enter metadata they are prompted for. 

Note:  

• Create Access Policy check will establish whether users are allowed to save the document. 
• Duplicate check will establish whether a document with identical set of indexes exists. If a duplicate is detected, users will be offered to:
  • allow duplicate document 
  • add URL as related file 
  • version of existing one. 

If version is selected, list of files currently associated with the document will be provided. Users will have to select a file, and version type (minor/major). Optionally they can provide a description and alternative File Title.  

Search Result Dropzones 

New Documents can be saved to PIQNIC directly from the Search Result Screen. 

This gives users the ability to add a new document to the document set returned by a search. 

To do that, expand “Show Dropzones” bar at the bottom of the screen. It will reveal a collection of non-deferred Save Profiles user has access to that are defined against the same Document Class as the documents from the Search Result list.

These Save Profiles operate exactly the same way as described in “Add New Documents” section: they support Drag & Drop or file selection and prompt users for classification information (metadata).