New Cross Category Search

Cross category searches allow users to search for documents across multiple categories.

To run a cross-category search navigate to Home Ribbon Menu > New Search dropdown arrow > Select 'New Cross-Category Search'.

The Search Template Selection dialog opens. Select one of the available cross-category search templates. These templates are defined by an administrator in the Therefore™ Solution Designer.

Selecting a template opens a Search dialog. The dialog contains the same option as the 'New Search' dialog for category searches:

New Search

In addition to the same settings as a new category search, the Options drop down contains the following additional option:

Select Categories
Clicking this option opens a category selection dialog. This dialog allows the user to select which categories to search in.

Available categories
All categories that can be searched are listed.

Add
Select a category in the 'Available Categories' list and click 'Add' for it to be moved to the list labeled Search in these Categories.

Search in these categories

Categories listed in this field will be searched.

Remove
Select a category in the 'Search in these categories' list and click 'Remove' for it to be moved to the list labeled Available Categories.

Move Up / Move Down
Select a category listed under Search in these categories and click these options to sort the categories. The order in which the categories are listed defines the order in which they are displayed in the hit-list.