Search Results

Search Results

Search results are displayed by relevance. Constellio automatically highlights elements that have the search term in their “Title” before elements that have this same term in other metadata fields.

1. List view / table view

This option allows you to change from a list view to a table view and vice versa. There are some notable differences between the two modes: 

1.1 List view

The list view is the primary view and presents the search results in a list format. The metadata of the records are displayed below them. Constellio automatically displays the "Date modified" metadata. However, the display of its metadata can be modified via the Control -> Metadata schemas. In addition, icons are used to differentiate the different records (document, folder, container, task and location). This view also shows a preview of the first page of the documents via the Administration.

In the list view, the consultation of the records is done through the split-panel window. This allows you to view the records in the search results without forcing the user to leave the current page. It is therefore possible to quickly consult information about these records via the search results (viewer, content, metadata, tasks, audit, etc.). It's only available on documents, tasks and containers.

In the results strip, there is an icon to sort the results. When clicked, it is possible to select how the documents will be sorted. By default, it is possible to sort by relevance, title and modification date. When more than two entries are chosen for sorting, it is possible to order them to create a "cumulative sort".

Through the sliding "Filter" window, search results can be sorted by relevance and can also be recomposed according to the new criteria selected. Facets are actually metadata used to describe a record. It is by selecting one or more of them that the results are refined.

At the bottom of the page, it is possible to change the number of results per page (10, 25, 50 or 100). Constellio automatically displays 10 results at a time. Arrows are also present to navigate between pages of search results. The default number of records displayed can be changed by modifying the user's profile.

1.1.1 The panel window

The split-panel window allows viewing records present in search results without forcing the user to leave the current page. This display allows you to quickly consult information concerning documents and containers via search results (viewer, content, metadata, tasks, audit, etc.).

1.1.2 Thumbnails

Thumbnails allow you to preview the first page of a document.

1.1.3 Highlighting

This option allows you to bold the search term, if the term is found in a metadata of the search results. This option is available from list view. For more information, see the article on metadata.

1.1.4 Sorting

 In the results strip, there is an icon to sort the results. When clicked, it is possible to select how the documents will be sorted. By default, it is possible to sort by relevance, title and modification date. When more than two entries are chosen for sorting, it is possible to order them to create a "cumulative sort" as in list view.

1.2 Table view

The table view is only available in advance search. It is displayed by pressing the table icon, located at the top right of the search results. This view allows you to consult the records in table form and thus have a concentrated view of the search results. It facilitates the configuration of metadata as well as sorting by metadata. In this view, metadata is displayed in table columns for each record. Like the list view, the display of its metadata can be modified, as needed.

A hidden button appears when you hover over each line of the record, and allows you to copy the text corresponding to each metadata .

Another button hidden in the form of a gear is accessible at the top right of the table and also appears when the cursor passes. It allows you to quickly select and deselect several metadata that you want to display at table levels. It is also possible to remove this option in the configurations by going to: Control -> Configuration -> Advanced -> Uncheck -> “Allow dynamic display of metadata fields in the columns of a table”. When removing the configuration, the display of this metadata will only be modifiable via Control -> Metadata Schemas.

The table view is only available in advance search. It appears by pressing the table icon, located at the top right of the search results. This view allows you to view the records in a table format and thus have a concentrated view of the search results and facilitates the configuration of metadata and sorting by metadata.

Unlike list view, table view displays all search results on one page. To sort, you can use the arrows to the right of each metadata column. You can therefore sort the results according to the selected column, whether by title (A to Z) or by date (from the most recent to the oldest). Additionally, you can apply and sum the sort of other columns as needed. You also have the option to prioritize your sorting and select sorting criteria, such as relevance, title, or other options. In the results strip, there is an icon to sort the results. When clicked, it is possible to select how the documents will be sorted. By default, it is possible to sort by relevance, title and modification date. When more than two entries are chosen for sorting, it is possible to order them to create a "cumulative sort" as in list view.

It is important to note that sorting will not be available in the "Facets" sliding windows, but you will still be able to select facet criteria. Facets are actually metadata that we use to describe a record. By choosing one or more of them, you can refine your results.

You can also limit the display of sorting criteria via the configuration "Display only summary metadata in searches and tables" in Control -> Configuration -> Search -> Check "Display only summary metadata in searches and tables." This configuration allows to display only the metadata that are available in the search and tables, for more information see the page Create a custom metadata schema. 

1.2.1 Sorting

Unlike list view, table view displays all search results on one page. To sort, you can use the arrows to the right of each metadata column. You have the possibility to sort the results according to the selected column, whether by title (A to Z) or by date (from the most recent to the oldest). Additionally, you can apply and sum the sort of other columns as needed. You also have the option to prioritize your sorting and select sorting criteria, such as relevance, title, or other options.

It is important to note that sorting will not be available in the "Facets" sliding windows, but you will still be able to select facet criteria. Facets are actually metadata that we use to describe a record. By choosing one or more of them, you can refine your results.

You can also limit the display of sorting criteria via the “Show only summary metadata in searches and tables” configuration in Control -> Configuration -> Search -> Check “Show only summary metadata in searches and tables.”  This configuration allows you to display only the metadata that is available in the search and tables, for more information consult the Metadata Management page.

2. Actions on the selection

2.1 Select all / Unselect all

This option allows you to select all search results and deselect all search results. This way, it is faster to select the results on which to perform an action.

2.13 Duplicating

This option duplicates the record while keeping the metadata. The word "Copy" in parentheses is added to the title of the new record when duplicating.

2.14 Batch processing

Batch processing implies that the same metadata or metadata is to be modified for all elements of the selected search result. After a search, it is possible to perform batch processing on all search results or on selected search results. For more information, see the article on batch processing.

2.15 Preparing an email

This option allows you to send an email with the selected documents to users who do not have access to Constellio.

2.16 Generating a PDF

This option allows you to generate a PDF document with the selected documents. 

The document is displayed after its generation, you can also download the PDF document. If the document includes metadata reports, a metadata report is present for each document in the generated PDF document.

2.17 Downloading (zip)

This option allows you to generate a ".zip" file with the selected documents.

Unlike the SIP archive, this is a file that can only contain (binary) documents.

2.18 Creating a shortcut

This option allows you to create a shortcut to another folder. This way, you will find your record in the selected folder. It is possible to create several shortcuts.