Using M-Files Search Function.


“It’s not about where it is, it’s all about what it is”… In the famous words of M-Files. When searching for objects in M-Files it’s always good to keep in mind what you are looking for and where it is located. The search function in M-Files is one of the powerful tools M-Files brings to the table to make the day-to-day activity in M-Files as simple as possible. QUICK SEARCH With “quick” search you can type the name in the search bar of the object you are looking for and locate your object in the search results. What you will notice in your search result is that M-Files will return all objects that include the word you have typed in the search bar. If your vault has a huge number of objects, this could make for some adventure trying to locate the object you are looking for. ADVANCED SEARCH OPTIONS Alternatively use the advanced search options by clicking the ‘Search options’ icon right next to the magnifying glass icon. Use the search options to define your search more, in this way you will minimize the cluster of objects that gets returned when searching for an object. Enter in your search criteria, for example – a predefined property in the first drop-down tab, such as “Class” is “Change Request” and in the second tab CR Number is “cr18000042”. Remember the more search criteria you use in the search, the more likely you are to find the exact object you want.

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