Search Folders: Add, Edit or Delete

Search Folders are pre-set search queries that automatically group the documents found by the search settings in a dynamic table of contents (TOC). There are two types:

• Index-specific search folders which only find documents in the related index
• Global search folders which find documents in all the indexes in the Web Client. A global search folder can only be created and added using ZyFIND.

Search Folders can also be created in ZyFIND, which has more options available. Search Folders created in one program are usable in the other program.

Conditions

You want to create, edit or delete Search Folders in Web Client. A Web Client is created, and one or more indexes are added. An optional Global Search Folder can be present.

Instructions

1. Open your web client and select the Search Folders icon .
2. Right click on the folder you want to edit to display these four options:
   • Edit query
   • Delete query
   • Add folder
   • Delete folder
3. If you selected Edit query, the Edit search folder query dialog appears. You can adjust all settings which are available in ZyFIND too:
   1. In the 'Search for' box define a full text query.
   2. Select a search method from the dropdown listbox.
      - ZyLAB query (ZyINDEX will look for search operators, wildcards, brackets, etc., in your query)
      - All Words (automatically AND operators are inserted between the words)
      - Any Word (automatically OR operators are inserted between the words)
      - Exact Phrase (automatically all words are quoted)
   3. Select Yes or No for Progressive search. A progressive search searches in the last results.
   4. Define the search values of fields you want to include in the search.
   5. Combine the selected fields with AND or OR.
   6. Combine the fields and full-text query with AND or OR.
   7. Click OK.
   8. Refresh the browser window to implement the changes.
4. If you selected Delete query, the query defined for the folder is deleted immediately in both the Web Client and ZyFIND (reopen the index(es) in ZyFIND to see the changes).
5. If you selected Add folder, define the name of the new subfolder, and click OK. The folder is added to the Search Folder Table of Contents in both the Web Client and ZyFIND (reopen the index(es) in ZyFIND to see the changes). Edit the folder's query so it returns a results list - see step 3 above.
6. If you selected Delete folder, the folder is deleted immediately in both the Web Client and ZyFIND (reopen the index(es) in ZyFIND to see the changes).

Result

You have edited Search Folders (in ZyFIND) through the web client.