You can search the content of file metadata iSheets and files stored in attachment columns from both the iSheets module and the Files module.
File metadata iSheet fields are displayed for search alongside system-generated default search fields. Any sections configured are included in the search display, allowing you to target specific metadata fields, as below:
Advanced search in the Files module
In the Files module, click the Filter icon next to the search field and select Advanced search.
As of March 2023, you can select either the Files and folders tab or the iSheet attachments tab:
Files and folders search
Select the Files and folders tab.
From the Files module, you may combine a text search of searchable files (i.e Word, Excel or PowerPoint files) in the standard search fields with a filter applied using custom metadata fields in the file metadata iSheet.
For example, you could search the files module for files marked as a 'Contract' (a custom metadata field) with certain words in the text of the documents.
iSheets attachments search
Select the iSheets attachments tab.
This allows you to search an iSheet on your site for files stored in an attachment column.
The attachments must be stored in one or more custom locations. Due to permission restrictions, it is not possible to search attachments in the default location set in Attachment column settings..
Select an iSheet that contains one or more attachment columns:
You may not select a Document metadata (DMD) iSheet, as these options are always available in the Document metadata section.
You may combine a text search of searchable files (i.e Word, Excel or PowerPoint files) in the standard search fields.
- File name and content - search text in attached documents, file or folder names or a file type
- Document metadata - search for users, dates, file and folder names, and additional metadata in the DMD
- iSheet - search for users, dates and additional metadata in the selected iSheet
Fields are displayed only if the user has access to a iSheet view that contains the field.
Results are displayed in the Files module search window:
Advanced search in the iSheets module
From the iSheets module, you may click the down arrow next to the search field and select Advanced search to run a search:
In the iSheets module Advanced search, you may only search and filter based upon the iSheet metadata fields, which include document and folder titles but not the full text of files. The files module advanced search should be used if full text file searches are required.
