The QdCatalogBase.xsn InfoPath form, better known as qForm, is included in every DBXL v2.2 installation. Among other features, this form template allows for taskpane search, which empowers users to quickly find documents within their forms. To begin using search, simply enter the desired search term into the Search field in the taskpane and click OK.
Simple Search
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Search supports matching based on literal substrings. In other words, you can enter any text that you want to search on but it must be in the order you want to search. For example, if your text contains "John ate an apple", then searching for "John apple" would not match, while searching for "John ate" would.
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For special formatting, make sure you follow the order of the text field. For example, if the data string stored in the form is “Smith, John”. The search will be successful if the user entered “Smith, John”, but entering “John Smith” will return no forms.
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The date format is a special case. For instance, if the form displays the date field as “10/29/2007”, you will have to enter the search string using the xml format, in this case“2007-10-29”.
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Search does not support combination searches. For example, searching for “Smith 2007-10-29” will not return documents with name Smith and date 10/29/2007.
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Search is not case sensitive.
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Search will search all documents regardless of workflow status. In other words, while qForm’s Catalog view does not display documents with status Closed by default, search operations will include documents with status Closed.
Tip: If you know the DocID (Document ID) of your form, just type that number into the search field and click OK to display that document.
Advanced Search
For more advanced searching capabilities, you are able to select between searching Properties and Data by checking or un-checking the appropriate checkboxes.
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“Properties” refers to metadata, namely author, name and description. Even if you have not specified metadata for your form, all qForm XML will contain the following processing instruction: <?QdabraDBXL docid="12345" doctype="DocumentType" name="FormName" author="John Smith" description="Test form" ?>
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"Data" refers to the contents of the actual XML document. This is relevant when qForm has been customized to contain other fields.
Note: If the OK button is disabled, make sure that one of the two checkboxes is checked.