Search Mode Folders

Qvidian does not select the sub-folders automatically when you select a top-level folder. Similarly, Qvidian does not automatically run a search when you change the search scope by selecting or deselecting folders.

Example: If you select some folders and run a search and later you add more folders to expand the scope of the search, the newly added folders are not searched automatically.

1. Open the Folders tab.
2. Click the Folder Settings icon.
3. Select the desired checkboxes to update your settings: 
   • Auto-select SubFolders: Enable this option to select all the sub-folders contained in a folder. When this option is not enabled, only the top level folder is selected and the sub-folders must be selected manually. The "Auto-Select Subfolders" option will be enabled for any users that do not currently have a preference set or have reset their preferences.
   • Auto-run Search: Enable this option, to update the search results automatically, when you add or remove folders to search, or the number of matches in a folder change due to the addition of new matching records to the folder. This is useful for users that frequently browse folders, or just want quicker response times. This is not for users that often select a large number of folders one at a time.

The checkboxes present on each folder have three states selected, unselected, and partially selected. Each state informs you if the folder or its subfolders is selected. This is useful when you have a large library with nested folder structures, and you must scroll down a long list to verify if a subfolder is selected.

• Not checked icon: Indicates that a folder nor any of its subfolders are selected.
• Checked icon: Indicates that the folder is selected. When you deselect the checkbox the following events occur:
  • If auto-select subfolders is active, then the box clears, and any selected subfolder is deselected.
  • If auto-select subfolders is not active and:
    • If none of the subfolders are selected, then the box clears.
    • If one or more subfolders are selected, then the box changes to partially checked. If the top-level folder is partially selected then the checkbox on the top-level folder clears.

Note: The "Auto-Select Subfolders" option will be enabled for any users that do not currently have a preference set or have reset their preferences

• Partially checked icon: Indicates that one or more subfolders is selected. Click to clear the checkbox and deselect any selected subfolders and partially selected top level folders.

The "Auto-Select Subfolders" option will be enabled for any users that do not currently have a preference set or have reset their preferences. Selecting and deselecting folders affects search results in the following ways:

• When you select a folder, only the content records in that folder are searched. The subfolders and the content records in them are not searched unless they are selected.
• When you run a search without selecting any folders in the library all the folders in the library are searched including the unassigned content records. Unassigned records are orphaned records that used to be in a folder that was deleted.
• To search all folders in the library excluding unassigned records. Enable auto-select subfolders and select the checkbox on the top-level Content Library folder to select all the folders and subfolders in the library.
• To deselect all the selected library folders from a search, clear the checkbox on the Content Library folder.
• To search multiple folders, select the folders manually. Enable auto-select subfolders to select all the subfolders automatically.
• To remove multiple folders from being searched, deselect the folder manually. Enable auto-select subfolders to deselect all the subfolders automatically.

Note: When you want to select or deselect folders manually ensure that auto-select subfolders is not activated in Folder Settings.