Search How To
 

I want to set up a quick search for contact "x". But instead of searching my entire the entire db, I want to limit the search to the contact branch. I know this option can be done in the advanced search dialog but but I'd like to be able to click on this search item & have URp automatically hoist the contacts branch & conduct a search based on my input.

Doesn't look like that's possible but I could have missed something. Might be a nice option to have a few more search properties to allow this sort of thing. Shouldn't be too difficult I would think. Nothing is difficult if you're not a programmer.

- create new search
- link your contacts directory to it
- set to limit search to siblings
- put your search among favorites
- set your favorites to start hoisted

Where are you getting "- set to limit search to siblings" from? I must be missing something.

when you create search item somewhere in the data explorer

If you create search in the Search pane, the third option reads "limit ... selected in Data explorer"

I don't think this works the way I had it in my mind.

If I happen to be focused somewhere else, URp does not shift focus automatically to appropriate branch (in my casse, contacts) to limit the search. Where ever I am focused is where the search will occur.

But it's common knowledge that I've been wrong before so.....

The first step is "create search item somewhere in your data explorer", not in Search pane!

I assumed this was obvious from the third step, cause you can limit search to siblings only if your search item is in Data explorer.

I believe the steps should do what you expect ... if I understood you correctly ...

I think I'm missing something as usual.

My steps:
(1) focus on Contacts in Explorer
(2) +F = quick search
(3) copy/paste "quick search" in search pane & rename it "idiot"
(4) with focus still on contacts, +L drop on "idiot" creating a child branch of "contacts"
(4) +F1 = add to favorites
(5) move focus away from "contacts"
(6) click on favorite "idiot"
(7) search does not search "contacts"

What am I missing?

you are creating Search item in Search pane in the 2nd and 3rd step, it wont work there! The search item has to be somewhere in the Data Explorer pane, otherwise the third option of the search item wont be "limit ... to SIBLINGS" ...

The easiest is if you directly place your new search item into contact directory. But this might not be nice ... so you can have a directory in the Data Explorer pane where you will store some of your favorite searches (as opposed to storing them in the Search Pane). In this way you can use the "sibling feature", if you then link the directory that you want to search in ...

it's not very nice, believe it or not, I wanted to do sth similar some time ago as well, and suggested to kinook that the third option of the Search item should be somehow customizable, cause once you have a search item in the Search pane, you loose the "sibling feature" ...

Coming in late here...If I understood what you wanted to do...

Try this
(1) focus on Contacts in Explorer
2. tree/insert/ sibling/ search or s
3. Name the search
4. In the search box -check the box "limit search to siblings of current search item
5. create favorite

Try it....

Addendum I see quant's later post...suggesting the same thing I think...

Now I got it, i.e. create a search item in Explorer. That works. Thanks.

This is very weird. What the heck is the search function "limit search to siblings"? One would think (or at least I did) that this was the secret. Hmmmm. Very strange....

The use of this technique was illustrated in the GTD sample database...

I find myself revisiting those samples from time to time to see what I missed as my understanding grows...

I dont know if this is good place, but I have a suggestion:

please add this option for Search items:
limit search to CHILDREN (recursively, just like siblings)

or customize the current one ... so that SIBLINGS can be changed to CHILDREN

USE:
in this way, one is not forced to create search inside the directory where one wants to limit the search to siblings. Instead, one can have search item anywhere in the Data explorer, and links the directory to the Search item.
(This can be done at the moment as well is one creates empty directory (for each such Search item) and places the search item in there)

Thanks

How do you "link an item/directory" to a query?
 

drag and drop, by default UR creates logical links

But as you asked the similar question elsewhere, this is now not the best way to do, cause one can use the relationship search