Search & Retrieval

Fast Finding

Search & Retrieval is the base functionality of every ECM system. However, it can be tedious to find the wanted documents, eFiles or other data among millions of objects.
Not so with OpenWorkdesk.

Searching means finding in OpenWorkdesk

Its role-management assures that every user group gets a selection of search forms that fits to its job profile and requirements. Various formatting options allow to group the input fields in a logical order or to make them available via tabs. Default values pre-populate fields so that the user does not have to type in the values. Furthermore it is possible to present only the relevant fields to the user, hide the rest and populate it with wildcards or default values. Even logic and dependencies between fields can be easily implemented, e.g. the selection of a country in one field would automatically lead to a drop down selection list of the corresponding states in another field. If the underlying ECM system supports full text search of course OpenWorkdesk can provide an appropriate search field. A filter function in the hit list allows further refinement of the search results without the need to execute a new search. OpenWorkdesk can be configured also such that if a search results only in one hit the respective object will be directly displayed. Often users want to execute the same search several times, e.g. search for all documents belonging to a certain customer. To this end searches can be saved and executed again and again either from the favorites tab of OpenWorkdesk or from the respective search form. The search can also be extended to span several ECM systems and provides the search results in one common hit list.

Individual search templates facilitate fast finding