Searching Within Workspaces

This section provides an overview of searching within workspaces.

Page Name

Definition Name

Usage

Search Page

EPPSR_SEARC

Perform a search within all workspaces .

Search <Module> Page

EPPSR_SEARCH

Perform a search within the selected workspace module.

Search Tips

EPPSR_SEARCH_TIPS

Display search syntax and examples.

You can search for items within a workspace in one of two ways:

  • Using the Search field in the workspace header.

    When you use the Search field in the workspace header, your initial search scope is the current workspace.

  • Using the Search link in selected workspace modules.

    When you use the Search link in a selected workspace module, your initial search scope is that particular module. The following modules provide a Search link:

    • Action Item Lists

    • Blogs

    • Calendar

    • Discussions

    • Documents

    • Links

    • Members

You create a workspace search index by deploying the PeopleSoft Interaction Hub delivered search definitions and categories and by building the workspace indexes.

Access the Search field in the workspace header.

This example illustrates the search field in the workspace header.

Workspace Header Search

The Search field in the workspace header enables you to search in the current workspace.

To perform a search from the workspace header:

  1. Click the cursor in the Search field in the workspace header.

  2. Enter the search criteria.

    Note: Do not use blank or * (asterisk); these are not valid search criteria.

  3. Press Enter. Alternatively, click the Search button adjacent to the Search field.

    The Search page appears displaying search results from the current workspace. The Facet area on the left side of the search results displays the modules and you can filter your search by module and drill down to the required information.

    This example illustrates the fields and controls on the Search page.

    Search page

You can refine your results by selecting all workspaces or changing the search criteria.

See Search <Module> Page.

Access the Search <Module> page (click the Search link in a specific workspace module).

This example illustrates the fields and controls on the Search Action Items page. You can find definitions for the fields and controls later on this page.

Search Action Items page

Use the Search <Module> page to specify search criteria including search text, workspace scope), and to filter the search by facets.

Field or Control

Description

Search Text

Enter the search criteria.

Note: Do not use blank or * (asterisk); these are not valid search criteria.

Search Tips

Click to display search syntax and examples on the Search Tips page.

All Workspaces

Select to search in all workspaces of which you are a member.

Search Within Results

Select to search within the search results.

Search

Click to perform the search.

Filter by

This is the facet pane, which is the area to the left of the search results. Use the facets to filter the search results and drill down closer to the desired information.

Title: Select a title to filter the search results by the selected title.

Workspace: Select a workspace to filter the search results by the selected workspace.

Return to <Module>

If the search originated from a particular module, click to return to that module.