Search

You can use the search options to find the items you need. At the top bar, there is a search field that allows you to search the selected container for items that match a specified search keyword.

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Workrunner system gives users various search options. There are:

Terms
Two types of search term option is available.

  1. A Single Term is a single word such as “ purchase” or “order”.
  2. A Phrase is a group of words surrounded by double quotes such as "purchase order".

Fields
You can search any field by typing the field name followed by a colon : and then the term you are looking for.

  1. If you want to find the document entitled "Purchase Order" which contains the text "order", you can enter:

    title:”Purchase Order” AND text:go or title:”Purchase Order” AND order

  2. The field is only valid for the term that it directly precedes, so the query

    title:invoice approval information

    will only find "purchase" in the title field. It will find "approval" and "information" in the default field.

Wildcard Searches
Workrunner system supports single and multiple character wildcard searches within single terms (not within phrase queries).

To perform a single character wildcard search use the ? symbol.

To perform a multiple character wildcard search use the * symbol.

  1. The single character wildcard search looks for terms that match that with the single character replaced. For example, to search for "invoice" or "expense" you can use the search:

    invo?ce
    
  2. Multiple character wildcard searches looks for 0 or more characters. For example, to search for expense or expenses you can use the search:

    expense*
    
  3. You can also use the wildcard searches in the middle of a term.

    exp*ense
    

Note: You cannot use a * or ? symbol as the first character of a search.

Fuzzy Searches

Workrunner system supports fuzzy searches. To do a fuzzy search use the tilde, ~, symbol at the end of a single word Term.

  1. To search for a term similar in spelling to "expense" use the fuzzy search:

    expense~
    
  2. The value is between 0 and 1, with a value closer to 1 only terms with a higher similarity will be matched. For example:

    expense~0,8
    

The default that is used if the parameter is not given is 0.5.

Proximity Searches
Workrunner system supports finding words are a within a specific distance away. To do a proximity search use the tilde, ~, symbol at the end of a Phrase. For example to search for a "form" and "expense" within 10 words of each other in a document use the search:

    “expense form”~10

Range Searches
Range Queries allow one to match documents whose field(s) values are between the lower and upper bound specified by the Range Query.

  • Range Queries can be inclusive or exclusive of the upper and lower bounds. Sorting is done lexicographically.
    Mod_date:[300201 TO 300501]
    

This will find documents whose mod_date fields have values between 300201 and 30050, inclusive.

  • Note that Range Queries are not reserved for date fields. You could also use range queries with non-date fields:
    Title:{Document TO Invoice}
    

This will find all documents whose titles are between Document and Invoice, but not including Document and Invoice.

Inclusive range queries are denoted by square brackets. Exclusive range queries are denoted by curly brackets.

Boosting a Term
Workrunner system provides the relevance level of matching documents based on the terms found. To boost a term use the caret, ^, symbol with a boost factor (a number) at the end of the term you are searching. The higher the boost factor, the more relevant the term will be.

  • Boosting allows you to control the relevance of a document by boosting its term. For example, if you are searching for
    expense form
    

and you want the term "expense" to be more relevant boost it using the ^ symbol along with the boost factor next to the term. You would type:

    expense^4 form
  • This will make documents with the term expense appear more relevant. You can also boost Phrase Terms as in the example:
     “expense form”^4
    

By default, the boost factor is 1. Although the boost factor must be positive, it can be less than 1.

Boolean Operators
Boolean operators allow terms to be combined through logic operators. Workrunnersystem supports AND, +, OR, NOT and - as Boolean operators(Note: Boolean operators must be ALL CAPS).

The OR operator is the default conjunction operator. This means that if there is no Boolean operator between two terms, the OR operator is used. The OR operator links two terms and finds a matching document if either of the terms exist in a document. This is equivalent to a union using sets. The symbol || can be used in place of the word OR.

  • To search for documents that contain either "expense form" or just "expense" use the query:

    “expense form” expense or “expense form” OR expense

AND operator
The AND operator matches documents where both terms exist anywhere in the text of a single document. This is equivalent to an intersection using sets. The symbol && can be used in place of the word AND.

To search for documents that contain "Expense form" and "Invoice form" use the query:

 “expense form” AND “Invoice form”

+ operator
The + or required operator requires that the term after the + symbol exist somewhere in a the field of a single document.

To search for documents that must contain "expense" and may contain "form" use the query:

  +expense form

NOT operator
The NOT operator excludes documents that contain the term after NOT. This is equivalent to a difference using sets. The symbol ! can be used in place of the word NOT.

  1. To search for documents that contain"purchase order" but not "expense form" use the query:

    “Purchase order” NOT “expense form”
    
  2. The NOT operator cannot be used with just one term. For example, the following search will return no results:

    NOT”purchase order”
    
  3. The - or prohibit operator excludes documents that contain the term after the - symbol.

To search for documents that contain “Purchase order” but not ""expense form" use the query:

“Purchase order” - “expense form”

Grouping
Workrunner system supports using parentheses to group clauses to form sub queries. This can be very useful if you want to control the boolean logic for a query.

To search for either "expense" or "purchase" and "inbox" use the query:

(expense OR purchase) AND inbox

Field Grouping
Workrunner system supports using parentheses to group multiple clauses to a single field. To search for a title that contains both the word "expense" and the phrase "purchase order" use the query:

title:(+expense+”purchase order”)

Escaping Special Characters
Workrunner system supports escaping special characters that are part of the query syntax. The current list special characters are

+ - && || ! ( ) { } [ ] ^ " ~ * ? : \

To escape these character use the before the character. For example to search for (2+2):4 use the query:

\(2\+2\)\:4