Advanced search operators

AODocs provides advanced ways of searching and filtering files in your libraries. You can search documents by filtering on views and you can use search operators to focus your search on a specific property or combination of properties.

This article covers advanced search queries with filters and boolean operators. Learn more about the basic AODocs search feature: Search for documents in your AODocs library.

Note: When searching in a view where the Display documents from other classes feature is enabled, using the advanced search operators described in this article will automatically filter out documents that are not in the views' main document class. Learn more: Configure views in your library and Manage the views in your library.

Search for a property with a specific value
Search on date fields
Search on numerical fields
Search on system properties and custom properties
 Combine search operations using boolean operators


Search for a property with a specific value

Note: The basic AODocs search includes a search for document properties by keyword. Learn more: Search for documents in your AODocs library. 

To search for a property with a specific value:

1. Enter the property name and the value in the search bar separated by a colon (or an equals sign).

If the property name contains more than one word, surround it by double quotes. If the value has more than one word, there is no need to use double quotes. For example: “Type of service”: Basic service

Note: The name of the property is case sensitive and must match exactly what is defined in your document class. The value of the property isn't case sensitive and supports only searches for complete words or strings. For example, the same results are found if you search for:
- "Type of service": basic
- "Type of service": service
However, these searches produces no results:
- "type of Service": Basic
- "Type of service": bas

2. Press the search button or press Enter.

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Search on date fields

You can search for date fields in the document’s properties.

1. Enter a date in the YYYY-MM-DD format.

2. Press the search button or press Enter.

The search results display all the documents that have one ore more properties set with the date you entered.

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3. To narrow your search down to a specific property with a specific date, type the property name and the date in the search bar separated by a colon (or an equals sign). If the property name contains more than one word, surround it by double quotes. 

For example: "Invoice date": 2018-02-01

You can also use the relational operators < , <= , > , >= to perform an advanced search on date fields.

For example, to search for all documents with the Invoice date property field set with a date before 31 December 2017, enter: “Invoice date”<=2017-12-31.

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Search on numerical fields

You can search for decimal or integer type numerical fields in the document’s properties:

1. Type the property name and the numerical value query in the search bar separated by a colon (or an equals sign). If the property name contains more than one word, surround it by double quotes.

You can also use the relational operators < , <= , > , >= to perform an advanced search on numerical fields.

For example, to search for all documents that have the Amount property set with a value greater than 200, enter: Amount>200

2. Press the search button or press Enter.

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Search on system properties and custom properties

You can search for documents by the following system properties:

    • title:[text]
      search all or part of the title of the document
    • class:[document class]
      search for documents of a specific document class
    • creation_date:[YYYY-MM-DD]
      search for documents created on a specific date
    • last_update_date:[YYYY-MM-DD]
      date field to filter on the update date of the document
    • created_by:[email address]
      search for documents created by a specific person
    • updated_by:[email address]
      search for documents last updated by a specific person
    • state:[workflow status]
      search for documents in a given workflow status (if you have set up a workflow in your library). Use the exact name of your workflow status. You can use quotes.

In addition to the searches for custom properties with specific values, date values and numerical values, you can use these search criteria:

    • incomplete:true (or incomplete:false)
      search for documents that have (or do not have) missing mandatory fields
    • invalidValues: true (or invalidValues:false)
      search for documents that have (or do not have) one or more invalid property values
    • empty:[propertyname]
      search for documents that have no value set for a given property value
    • notEmpty:[propertyname]
      search for documents that have a value set for a given property value


Combine search operations using boolean operators

All search operations can be combined using the boolean operators AND, NOT and OR to perform a range of search functionalities. The boolean operators must be in upper case.

For example, to search for all documents with the Amount property set with a value greater than 200 and with one or more mandatory fields not filled in, enter:

Amount>200 AND incomplete:true

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To run a search on property fields and a keyword simultaneously, use parentheses to separate the property and the keyword search.

For example, to search for documents with the Amount property set with a value greater than 200 and with one or more mandatory fields not filled in, and also for documents that contain the word Department, enter:

(Amount>200 AND incomplete:true) OR Department

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