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Configuring the search application

You can configure the metadata search either in the form of a JSON text or in the administration interface (wizard) for the metadata search.

The following procedure describes the configuration using the administration interface (wizard).

Opening the configuration – This is how it works 

  1. Open the metadata search configuration using the following URL https://search.d-velop365.com/config.

  2. Select Create new configuration.

  3. Choose whether you want to configure in the JSON format or using the administration interface (wizard).

  4. Customize the search configuration. Constant values, such as client ID and root URL, are automatically predefined.

Customizing the configuration using the wizard – This is how it works 

  1. Assign any name for the search configuration.

    You will get an error message if the search configuration name already exists.

  2. In the Basic search query field, define a search that pre-filters the search results.

  3. Use Grouping of content types in the drop-down to determine whether the content types in the drop-down menu in the metadata search are grouped by list content type and document content type.

  4. Use Alphabetical sorting of content types to determine whether the content types in the drop-down menu in the metadata search are sorted alphabetically.

  5. Create a content type.

    • Choose a site. You have the following options to do this:

      • Insert the URL of a SharePoint site.

      • Choose a website from the drop-down list.

        After choosing the site, the corresponding content types are listed in another drop-down menu. If this drop-down list is grayed out, select a content type first. The content types are then loaded.

    • Select a content type.

      After that, the respective fields are displayed.

    • Specify the following:

      • Do you want the fields for restricting your search to be available?

      • Do you want the fields to be shown in the result?

      • Do you want the fields to be displayed as the default filter for restricting your search?

    • Assign each field to the corresponding property.

    • Adjust the column arrangement in the search results by dragging and dropping the fields and positioning them where you want them.

  6. Edit an existing content type.

    • It is not possible to change the site and content type here. Create a new content type instead.

    • The next steps are the same as step 5: “Creating a content type.”

  7. Edit or delete an assignment.

    Assignment lists all assignments that were already defined during the creation/editing of a content type. You can edit or delete these assignments.

  8. Use Default content type to define which content type is preselected when the search is opened. The content type you chose will be selected. You can deselect it by clicking on it.

  9. Save the search configuration.

Please refer to the JSON documentation for the configuration parameters.

Calling a search configuration 

After you have created a new configuration, users can open the search.

In the following example, "MySearchConfig" specifies the name of the created configuration.

This is how it works 

  1. Open the search via the associated URL. Add the name of the configuration to the base URL.

    Format: https://search.d-velop365.com/<Configuration name>

    Example: https://search.d-velop365.com/MySearchConfig

    As an administrator, you can also jump directly from the search configuration to the configured search. To do this, select a search configuration and click Open in the command bar. Alternatively, you can click the icon after the name of the search configuration. The icon appears when you move the mouse over the line containing the search configuration.

  2. Either select a content type from the selection, or use Search without content type to perform a search without any content type restrictions.

  3. Enter the search keyword if necessary. This step is optional and only required if you have not selected a content type.

  4. Select a constraint (filter) from the available fields.

    This option is available only if you have selected a content type, or if you have configured to search without content types, as in the Search configuration example in the documentation for d.velop documents for Microsoft 365.

  5. If required, you can refine the search results list further by using filters within the search results list.

    Once a search has been performed, you can activate additional filters in the column headers of the results list. 

    1. Click the filter icon and enter the required filter in the text box. 

    2. Activate the filter by clicking Apply. The results list shows only the results that correspond to the filter. If a filter is active, the filter icon in the respective column is filled in. 

    3. You can deactivate the filter by clicking Delete. 

    Filters are applied locally. This means that a new search is not performed when a filter is applied. For search results lists containing over 500 items, items above this number cannot be recorded. In this case, limit the search query further using the filter in the Properties area.

  6. Adjust the order of the columns in the search results list as required.

    Initially, the column arrangement of the configuration is used. You can adjust the order with Select columns. You can move individual columns by dragging and dropping them.