Advanced Search

Overview

Advanced Search is a feature that allows Carbon Editor users to search for particular documents or pages inside a Space. A range of circumstances can affect what type of document a user wants to view, and the Advanced Search function accommodates this.

Advanced Searches can be run on Documents and Pages. Changing the search query will, in turn, display different results.

Items & Terms that are Searchable

Advanced Search can run queries on a range of terms or items that you might find useful. These include:

Name
Category
Creation date
Last modified date
Last exported date
Last versioned date
Tags
Metadata
Workflow
Workflow history
Attributes

By applying logic to your searches, the Advanced Search feature will return results from inside Carbon Editor.

Run a Search

To run a search:

Log in to Carbon Editor
Ensure you're in the correct Organisation and Space
Click on a Document Category that you're interested in
Click the drop-down next to Search
Select Advanced from the list of items
A new screen will appear with fields that you can fill in to search your Space
To add another rule to your search, click the + Add Rule button
This will allow you to query two rules at the same time in a document
Once you have entered all the information to run your search, click the Search button.

You can enter close to any searchable term or metric you can think of. For a step-by-step guide on searching Documents and Pages, follow below.

Save a Search

After entering terms and additional rules into a search query, you can Save Search to save the collection of terms and rules. This will allow you to run the search in the future without having to re-enter all the data.

Run a Search by following the instructions above
Click the Save button to the top right of the panel
Enter a name for the saved search
To share the Search with other users of the Organisation and/or Space, click Share Search

Sharing a search will allow other users in your Space to access the same search query you saved. They cannot edit this though - simply search.

Saved Searches will display in the Saved Searches page, where you can search other saved queries.

Download Search results

After entering terms and additional rules into a search query or by running a Saved Search, you can download the search results as a CSV export using the Download results button.

Run a Search by following the instructions above
Click the Download button to the top right of the panel

Bulk Update Search results

After entering terms and additional rules into a search query or running a Saved Search, use the Bulk update button, found in the dropdown under the Download results button, to update the Workflows or Attributes of the documents or pages in the search results.

Run a Search by following the instructions above
Click the drop-down arrow on the side of the Download button to the top right of the panel
In the dropdown, select the Bulk update option
On the Bulk update page, you can check the checkbox to make bulk updates the the documents or pages in the search results. For Documents or Pages, you can update -
1. Workflows
2. Attributes (multiple)
  1. Add
  2. Remove
  3. Replace with

Click the Save button at the bottom right of the page to apply the changes in bulk to the documents/pages as configured in the previous step.