1. Working with Oracle Smart View for Office
  2. General Operations
  3. Searching for Forms and Other Artifacts

Searching for Forms and Other Artifacts

You can search for forms and other artifacts present in your Oracle Enterprise Performance Management Cloud business process starting Oracle Smart View for Office 23.100+.

Data source types: EPM Cloud: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

The ability to search helps you find and access forms and other artifacts you need faster. In addition to forms, you can also search for smart forms, flex forms, composite forms, ad hoc grids, reports, documents, task lists, and dashboards.

In the Smart View Home panel, you can search within the Library, Reports, Documents, and Task Lists folders.

Note:

  • For searching documents, your service administrator must enable the Documents folder in Smart View. This is done by setting the value of <enableLibrary> property to 1 in the properties.xml file. You can then view the Documents folder in the Smart View Home panel and search its contents.
  • Searching task lists requires the Oracle Enterprise Performance Management Cloud update 23.08 or later.

The following are supported in search:

  • Regular expressions
  • Alphanumeric terms: For example, Plan2022, Q3-report, or expenses5Jul
  • Case-insensitive search: For example, searching for "plan", "Plan", or "PLAN" fetches the same list of items which have this term in their names, irrespective of their case.

To search for forms and other artifacts:

  1. Connect to the data provider.
  2. In the Smart View Panel, expand the tree view to view the list of items.
  3. In the search box located above the tree view, type the term you want to search for and press Enter.

    The list of matching items is filtered based on the searched term. The items are displayed with their respective icons in the search results for easy identification.

    You can open an item directly from the search results. You can also right-click an item in the search results to view the context menu options specific to the selected item.

    If there are no matching items for the searched term, the panel appears blank. You can clear the search box by clicking the Close icon.