Keyword Searches in the Manage Contract Library Component

When you maintain clauses, sections, and configurators, it can be useful to perform searches for other elements in the library. The system allows searching directly from within various components, so you can search and retrieve elements to complete the maintenance of another element. For example, using a document configurator, you can invoke a search to identify a list of clauses containing specific text. and then one or more of the resulting clauses to the configurator you are defining.

The searches available from within maintenance components are in the context of the object you are maintaining. In these cases, the system restricts the content type translation values to certain content types. For example, searching for a contract line agreement is limited to a clause search because you can only associate clauses with contract agreements. However, a section search can include clauses and sections.

General Searches

These contract maintenance definitions allow object maintenance searches where you are using the PeopleTools real-time search logic:

• Clause definition - The system searches for clauses only.

  You access this search for populating dependent clauses.

• Section definition - The system searches for clauses and sections.

  You access this search to populate the Section Structure grid of a section.

• Rule definition - The system searches for clauses and sections.

  You access this search to populate clauses or sections to include when a rule renders as true.

• Document configurator definition - The system searches for clauses and sections.

  You access this search to populate sections or clauses to include on the configurator.

  Note:

  Rules are not included in the contents search; however, you can select Rule from a list of values for content types. Then, you can search for a rule to include in the clause, section, or configurator.

• Contract agreement setup - The system searches for clauses.

• Contract header agreement definition - The system searches for clauses.

• Contract line agreement definition - The system searches for clauses.

• Wizard question group definition - The system searches for clauses.

Keyword Search

These contract maintenance definitions allow object maintenance searches where you are using the PeopleSoft Search Framework Keyword search logic:

• Clause definition.

• Section definition.

When the indexes are built for Clause and Section component search, a Keyword Search tab appears on the Clauses and Sections search pages in the Manage Contract Library component. The Keyword Search tab is provided by PeopleTools when it detects that a PeopleSoft Search Framework index has been built for the relevant component. Keyword search enables you to search across multiple attributes to find a particular term that is associated with clauses and sections. In addition, you can search a particular attribute for a specific term. A basic search and an advanced search page are associated with keyword searching.

Note:

Keyword search is not real-time in that the data presented is as current as the last incremental or full index build.