Creating a Snapshot Query to Display the Results of a Search
in a Portlet or an E-mail Message
Snapshot
portlets enable you to display the results of a search in a portlet
or e-mail the results to users. You can select which repositories
to search (including Publisher and Collaboration), and limit your
search by language, object type, folder, property, and text conditions.
To create a snapshot query you must have the following rights
and privileges:
- Access Administration activity right
- Create Snapshot Queries activity right
- At least Edit access to the parent folder (the folder that will
store the snapshot query)
- At least Select access to any properties by which you want to
filter your results
- At least Select access to any Knowledge Directory or administrative
folders to which you want to restrict your results
- Click Administration.
- Open the folder in which you want to store the snapshot
query.
- In the Create Object drop-down list,
click Snapshot Query.
The Snapshot Query Editor opens.
- On the Construct Snapshot Query page,
complete the following tasks:
- Click the Format Snapshot Query Result page and complete the following task:
- Click the Preview Snapshot Query Result page and complete the following task:
- Click the Snapshot Portlet List page
and complete the following task:
- Click the Properties and Names page
and complete the following tasks:
If you did not create a snapshot portlet on the Snapshot Portlet List page, a snapshot
portlet is automatically created when you save this snapshot query.
The default security for this snapshot query is based on
the security of the parent folder. You can change the security when
you save this snapshot query (on the Security tab page in the Save As dialog box), or by editing this snapshot
query (on the Security page of the Snapshot
Query Editor).
- Defining Snapshot Query ConditionsA snapshot query is a combination of a basic fields search and statements. The basic fields search operates on the name, description, and content of documents and objects. Statements can operate on the basic fields or any other additional document or object properties. Statements define what must or must not be true to return the document or object in the results. The statements are collected together in groupings. The grouping defines whether the statements are evaluated with an AND operator (all statements are true) or an OR operator (any statement is true). If some statements should be evaluated with an AND operator and some should be evaluated with an OR operator, you can create separate groupings for the statements. You can also create subgroupings or nested groupings, where one grouping is contained within another grouping. The statements in the lowest-level grouping are evaluated first to define a set of results. Then the statements in the next highest grouping are applied to that set of results to further filter the results. The filtering continues up the levels of groupings until all the groupings of statements are evaluated.
- Limiting a Snapshot QueryYou can limit your snapshot query to specific languages, portal repositories, objects, folders, projects, or portlets.
- Formatting the Results of a Snapshot QueryYou can define how your snapshot query results appear. By default, results are listed in order of relevance; that is, those results that most closely match your query are listed first. You can change the order in which results are displayed, limit the number of items returned, specify a style in which the snapshot portlet will be displayed, and e-mail results to users.
- Previewing the Results of a Snapshot QueryYou can preview the results of a snapshot query before you save it.
- E-mailing the Results of a Snapshot QueryYou can e-mail the results of a snapshot query to users by creating an external operation and editing SavedSearchMailer.bat or SavedSearchMailer.sh.
- Creating a Snapshot Portlets to Display the Results of a Snapshot QueryYou can create a snapshot portlet to display the results of a snapshot query on a portal page.
