Searching

Search lets you find content in Cantemo using free text, metadata filters, or a combination of both. Results include only content that you have permission to view. The metadata fields and filters available to you may also depend on your user and group permissions.

Search view

The panel on the left of the Search view has four tabs:

• Filters — search and filter content using metadata.

• Collections — browse and search collections. For more information, see Collections.

• Saved Searches — open and manage searches that you have saved or that have been shared with you.

• History — return to searches that you previously performed.

The Search view provides free-text search, configurable filters, Saved Searches, History, and search results in one place.

Free-text search

Enter one or more keywords in the Search field. You can combine free text with metadata filters to narrow the results.

Free-text search supports:

• quotation marks for an exact phrase, for example "morning news";

• * as a wildcard within a term;

• OR to match either of two terms;

• - before a term to exclude it; and

• parentheses to group expressions.

An empty search returns all content that you have permission to view, using the selected sort order.

Filters

Open the Filters tab to narrow the results by metadata. Select or enter a value in a filter to apply it. The panel contains the filters currently configured for your user.

Applied filter chips

Each applied filter appears as a chip above the results. Click the value in a chip to go to the corresponding filter and change it. Click the X in a chip to remove that filter.

Adding filters

Click + in the Filters tab to choose which filters appear in your panel. The selector lists the filters available to you. You can search for a filter by name or narrow the list by metadata group. Select or clear a checkbox to add or remove a filter.

Choose the metadata filters that you want to use in the Search view.

Managing filters

Open the three-dot menu and select Manage filters.

Open Manage filters from the Filters tab menu.

Drag and drop filters to change their order, or remove filters that you no longer want in the panel. Select Reset to defaults to restore the filter configuration set by your system administrator.

Reorder or remove the filters displayed in your panel.

Collections

Use the Collections tab to browse and search collections. For details, see Collections.

Saved Searches

A Saved Search stores a search query and its filters, not a fixed set of results. Its results can therefore change as content in Cantemo changes.

Open the Saved Searches tab to see the searches available to you. Use the input field to find a Saved Search by name, or click one in the list to load it. To save the current search, click +, enter a name, and save it.

Search for, open, and manage Saved Searches from the Saved Searches tab.

When a Saved Search is loaded, its name appears in the blue header at the top of the panel. You can change the free-text query or filters and then:

• open the three-dot menu in the blue header and select Save changes to update the loaded Saved Search;

• save the changed search as a new Saved Search to keep the original;

• select Revert to discard your changes and restore the saved query and filters; or

• select X to close the Saved Search and return to a regular search.

A loaded Saved Search can be updated, reverted, or closed.

Open the three-dot menu beside a Saved Search to manage its access rights, rename it, or delete it. These options are available only when you have write access to that Saved Search.

Saved Searches created before Cantemo 6.3

Note

Saved Searches created before Cantemo 6.3 can still be opened, but must be updated before they can be edited using the latest search features.

For more information and update instructions, see Updating the Saved Search.

Search History

Open the History tab to see your previous searches. Use the input field to search within the history. Click an entry to run that search again with the query and filters that were used at the time.

Select a previous search to run it again.

Search results

Click an item’s preview or title to open its item page. Available item and bulk actions depend on the selected content and your permissions.

Grid View and List View

Use the two icon buttons at the right above the results to switch between Grid View and List View.

Grid View shows a fixed set of information for each result: Title, ID, and Creation date. List View presents results in a table and can show additional metadata columns.

Sorting

In List View, click a sortable column header to sort by that field. You can also use the sort dropdown beside the Grid View and List View buttons. The dropdown is especially useful in Grid View, which has no column headers, and is also available in List View.

Pagination

Use Items per page to choose how many results are shown. Use the First, Previous, Next, and Last controls to move between result pages.

Selecting results and bulk actions

Select an individual result using its checkbox. The selection menu in the toolbar can select or deselect the current page or all result pages. You can also use Shift-click to select a range, Control-click (Command-click on macOS) to toggle a result, and Escape to clear the selection.

When items are selected, use the available actions to work with them in bulk. The actions shown depend on the selected items and your permissions. Collections cannot be selected for bulk actions.

Managing columns in List View

In List View, hover over a column header, open its three-dot menu, and select Manage columns. In the panel that opens, choose which fields to display and drag them into the order you want.

Metadata fields with or without a value

Some metadata filters can find items based on whether the field contains a value. For example, the Title filter provides three ways to search:

• Enter a title to find items with a matching value.

• Select Unassigned to find items without a title.

• Select Has Value to find items that have any title.

Date filters

Date filters provide several ways to define a time period:

• Use the date pickers to select a From date, a To date, or both.

• Select a quick filter, such as Last 7 days.

• Select Custom to create a more advanced relative date search.

The Custom option opens a dialog where you can define a period using different time units and search forward or backward from the current date.

Special searches

The free-text field supports special query syntax for advanced searches. For example:

_exists_:title
_missing_:representativeThumbnail
version_count:>2
created:[2021-09-20 TO 2021-09-30]
version_count:[2 TO 3]

Use _exists_ or _missing_ to find items according to whether a field has a value. Use comparison operators or ranges to search numeric and date fields. A placeholder counts as a version in version_count.

Differing results

Two users can receive different results for the same search because results include only content each user has permission to view. Available metadata filters and fields can also differ according to user and group permissions.

Saved Searches created in earlier Cantemo versions

Saved Searches created in an earlier Cantemo version can still be opened and used. Cantemo initially runs the search using its original format to preserve its existing behavior and results.

Cantemo does not update these searches automatically. Converting a Saved Search to the latest format can change its results, which may affect workflows or other processes that depend on the search.

Opening an older Saved Search

When you open an older Saved Search, an information banner indicates that it must be updated before all search features can be used.

You can view and work with the existing search results, but you cannot change the search while it remains in the older format. The following features are unavailable:

• the free-text search field;

• the Filters tab;

• the Collections tab;

• collection breadcrumb paths; and

• applied filter chips.

Updating the Saved Search

Select Update saved search in the information banner to convert the search to the latest format. The update is applied for review but is not saved automatically.

After the update:

• all search and filtering features become available;

• the Saved Search is marked as modified; and

• a banner asks you to check the results before saving.

Review the results carefully because they may differ from those returned by the original Saved Search.

If you do not want to continue with the updated version, select Revert to original. You can also use the regular revert action in the Saved Search header. Both actions restore the search to its state before the update.

Saving the updated search

After reviewing the results, choose one of the following options:

• Save changes replaces the existing Saved Search with the updated version.

• Save as new saved search creates a separate Saved Search in the latest format. The original Saved Search remains unchanged.

The information banner remains visible until the updated search has been saved.

Your available options depend on your access rights. If you have read-only access, you cannot replace the original Saved Search, but you can save the updated search as a new Saved Search.

Saved Searches used by workflows

Important

Saving the updated search as a new Saved Search does not automatically update workflows, integrations, or other business logic that uses the original Saved Search.

If you want an existing process to use the new Saved Search, you or your system administrator must update that process manually. Review the results of the new search before changing the configuration, and verify that the workflow or integration behaves as expected afterward.

Processes that are not updated will continue to use the original Saved Search and its results.