Searching in Aproove!

Advanced Search Filters

Of course, Aproove has many in-built filters to help your workforce find and filter on the projects and assets that matter the most.

However, each business is different, so you need a flexible system to provide search and filter capabilities tailored to your exact business needs.

Aprooves' powerful advanced search and filter tool allows users (with appropriate permissions) to create and store searches to prevent repeating the exact search each time they use the system. The advanced search is also able to include bespoke metadata that you have stored inside Aproove.

Whatsmore (again, with the appropriate permissions), the user can not only store the search for themselves, but they can also share it with different users and groups.

When they share the search with other users, they can even give those users different permissions on the shared search. Those permissions are;

1. They can use the search but cannot amend or share it (read-only)
2. They can share the search with users in their contact database but cannot amend the search.
3. They can have admin permissions share the search with users in their contact database with the added ability to amend the search criteria.

Users you share the search/filter with can then decide if they want to display the search/filter in their dashboard.

Aproove also has an "Expert" mode for advanced users, giving access to the "Aproove Query Language," allowing for queries to be built directly in the search interface with user prompts around the syntax

Get Started 

• The "Advanced Filter" option is located in the "hamburger" settings menu. 
• Any existing search filters, or filters that have been shared with you are visible in this window.
• To create a new search filter simply click on the + icon at the bottom of the window.
• Name your search filter

The video above illustrates;

• First, choose if "All" or "Any" of the search conditions should be enforced
• Choose the "Data" you wish to filter from the pulldown menu. Please note; the video shows only the "out the box" data. If your administrator has applied custom metadata values, they will also be displayed here.
• Now choose the "Operator" you wish to use on the "Data," e.g., data should contain, not contain, equal to, etc.
• Now simply input your "Value" for the filter, e.g., a client name
• Before saving, you can click on "Preview," allowing you to see the number of matches this filter will find. This is an excellent way to test the conditions you set are working as intended.
• To add more conditions, click on the + button to build your search filter query. Test each condition using the "Preview" button.
• Save your search filter when complete

Start using your search filter

The video above illustrates;

• Navigate to "My Projects"
• Your search filter is accessible in two places;
  • The filter dropdown menu
  • The "My Favorites" menu

Sharing your search filter

The video above illustrates;

• To share your search, navigate to "My Projects" and select the stored search filter you wish to share in "My Favorites."
• Click on the white "share" icon in the "My Favorites" header.
• The share window will appear, and from here, you can select the users (or groups) you wish to share the search with.
• Once you have selected the users, you can then assign what permissions you want them to have.
  • Read only - Allows the user to use the search.
  • Allow sharing - Allows the user to use the search and share it with other contacts.
  • Admin - Allows the user to use the search, share it with other contacts and change the search criteria and setup.

Enabling a shared search filter

The video above illustrates;

• To display a search filter that has been shared with you, navigate to "My Projects," then click on the white cog found under the "My favorites" menu.
• The "Shortcut management" window allows you to see any advanced searches created by you. It also displays any searches that have been shared with you by other users. From here, you can also manage your folder shortcuts. Just tick the search filters shortcuts you wish to display.

Expert Search Filters

For advanced users, Aproove have "Expert" search filter mode

"Expert" mode for advanced users gives access to the "Aproove Query Language," allowing for simple or complex queries to be built directly in the search interface with user prompts around the syntax. 

Of course, you want to hide complexity from your users, so just as with the advanced search filters, you can save and share your expert searches and allow other users to execute those search filters with the click of a button! 

Build your expert search filters! 

The video above shows;

• Create a new search filter by clicking on +
• Click on "Expert" mode.
• Enter the search criteria you desire. For ease, you can use the dropdown menu items to help construct your search filter, these include;
  • System
    These are all the available items that can be searched upon in Aproove
  • Operators
    Operators are values you wish to apply when constructing your search eg. greater than, less than, equal to, contains etc.
    
  • Tags
    Here you will see a list of all the available "tags" that have been created on your Aproove server
    
  • Metadata keys
    Here you will see a list of all the metadata key values that your administrator has made available (to you) on the Aproove server. 

Operators Explained

"Out the Box" System items with the supported operators 

Custom Metadata System Items

Adding Comments to your lines

Full Text & Content Search

Aproove WM has powerful in-built search capabilities that allow users to quickly find projects, assets, and files and even find content within the proofs themselves.

Full-Text & Content Search is a fantastic feature that enables you to find text content within your proofs. Not only can you find text content, but you are also able to apply annotations from within the search results across single or multiple search results.

Perhaps you found a misspelling in one of your proofs and want to search all the proofs to ensure it was a one-off. Maybe you want to replace a specific word or term with new copy, or you want to search for an ingredient on a packaging file or search for a product code or policy number. Whatever the reason, the Full-Text Search is user-friendly, fast, and reliable.

Get Started

• Navigate to your project and enter the Flat Plan view
• Click on the search icon and start typing! As you start typing the number of search hits will display under each of the documents
• Select a document which contains a search hit - the left-hand panel will display all your search hit results and display them on the page with a blue border
• Click on any of the search results, and it will get displayed at the appropriate zoom level highlighted in blue

Navigate your search results

• Once you have selected one of your documents, you can click on each result, and it will take you to the area on the page where the search hit was found.
• If search results were found on multiple pages or documents in your project, click the arrow keys to navigate through the search results across all your pages and documents. Clicking the arrow key will only take you to the relevant page or document where a search hit was found.

Annotate your search results

• If you want to add a note or multiple notes onto any of the search results, click on the search result so that the box turns blue.
• Now select "Add Note" and type your instruction. The note will be added to any of the search results you selected on that page.
• Once the note is created, you can even go back to the note and add any attachments or @mention users.