Using find and replace

You can use the option find and replace and the screens the option supplies to search for, find, and modify a content item.

The option find and replace supplies two main screens. The first screen is titled Find (and Replace). The second screen is titled Find Results. You will navigate from the first screen Find (and Replace) to the second screen Find Results.

The screen Find (and Replace) enables you to specify and launch a query to find information about any individual content items, and any categories of content items. The screen Find Results enables you to view, information about individual content items, and categories of content items.

What's more, you can use the screen Find Results to:

Administrators only can use the screen Find Results to assign content items.
 


Selecting a content type and categories to query

Use screens provided by the item Find to select a content type and categories to query.

First, to select a content type and categories to query, click on the option find and replace, located on the Publishing Center 6.0.0 navigation bar. A screen titled Find (and Replace) appears, as shown here:

Next, to select a content type and categories to query, take the steps specified here.

  1. Go to the interactive field labeled Content Type located at the screen's top.The field includes, at its right side, an interactive control.
  1. Click on the interactive control located on the right side of the field Content Type to display a list of names of content types.
  1. Click on a name of a content type. The name appears in the field Content Type.
  1. Go to the interactive field labeled Display located at the screen's top.
  1. Click on the interactive control located on the right side of the field Display to display a list of numbers.
  1. Click on a number. The number appears in the field Display.
  1. Go to, and click on, the button labeled Refresh.
  1. Go to the interactive field labeled Categories located near the screen's top, below a horizontal line. See "Adding and removing a content category" for instructions.
  1. Go to either of the two interactive icons located on the right side of the field Categories.
  1. To add a category, click on the top icon to display a name of a category. Then click on the name. The name of the category appears in the field Categories.
  1. To remove a category, go to the interactive field labeled Categories. Click on a name of a category. Then click on the bottom icon. The name of the category disappears from the field Categories.

 


Setting up and running a query

Use screens provided by the item Find to enter, and create and enter, query criteria.

Query criteria are based on the attribute values entered when your organization defines content items. Each query criterion consists of an attribute, operator, and value. An attribute is a characteristic of a content item, such as Product ID. A value is the actual Product ID. An operator, such as the operator =, describes a relationship between an attribute and value, Thus, an example criterion is: Product ID = 20111.

When you create a query criterion, the listed attributes are determined by the content type you are querying. Product content items are defined by a different set of attributes than Advertisement content items. The list of operators is determined by the selected attribute, and includes only operators that apply to that attribute.

The screen Find (and Replace), which appears here, enables you to set up and run a query:

If you run a query without defining query criteria, the query retrieves all the content items in the content type, or categories, that you selected, and displays them in the screen Find Results.

To be retrieved by a query, a content item must meet all the criteria you create for the query.

To create query criteria and run the query:

  1. Open each criteria field and select an attribute.
  1. Open each operator field and select a value. Possible operators appear listed and described here:

Select this operator
To retrieve values that...
=
Are equal to the Value you enter.*
Not =
Are not equal to the Value you enter.*
>
Are greater than the Value you enter.
>=
Are greater than or equal to the Value you enter.
<
Are less than the Value you enter.
<=
Are less than or equal to the Value you enter.
Contains
Contain the Value you enter.*
* Text values for these operators are case sensitive.

  1. Enter a value for the selected attribute to complete the criteria.
  1. Repeat Step 1 through Step 3 for each attribute that you want to define.
  1. Determine a sort order by choosing an attribute, or use the default sort order. To select a sort by attribute and order, follow the instructions in this step, and then go to Step 7. To use the default order, skip this step and continue with Step 7.
To specify a sort attribute and order for the query results:
    1. Open the Sort By list and select the attribute by which the results will be ordered.
    1. Select the Ascending or Descending order.
  1. Enter numbers into the fields labeled Maximum number to find and Maximum items per page. The fields appear displayed at the bottom left of the screen Find (and Replace).
  1. Click Find to run the query. When the query completes, the screen Find Results displays retrieved content items.

"Modifying a content item in query results" explains how to interpret information displayed by the screen Find Results. You can use the screen Find Results to modify any retrieved items if you have appropriate access privileges. "Modifying a content item in query results" explains how. If you have Read privileges and want to review the information about a particular item in the results, see "Modifying a content item in query results".
 


Displaying query results

After a query runs, the screen labeled Find Results, which appears here, displays content items retrieved by a query. The screen Find Results displays a message if a query retrieves no items. To display query results, go to the screen's horizontal scroll bar, then scroll horizontally to see all a columns in the results. Or, go to the screen's vertical scroll bar, then scroll vertically to see any additional content items that do not display in a screen.

You can specify the number of items displayed by the screen Find Results by entering numbers in the fields labeled Maximum number to find and Maximum items per page. The fields appear displayed at the bottom left of the screen Find (and Replace).

.

You can use the screen Find Results to accomplish any of four main tasks. The four tasks appear listed and described here:


 


Reviewing a content item in query results

If you have at least Read privileges to a content item displayed by the screen Find Results, you can click on a name of a content item to view it. A screen appears that is titled View [Category]. The screen View [Category] displays information about the content item. The information is read-only. You cannot modify it.
 


Modifying a content item in query results

If you have Write or Approve privileges to a content item displayed by the screen Find Results, you can modify it by means of the screen Update [Category]. To display the screen Update [Category], click on a name of a content item. The screen Update [Category] appears. The screen supplies interactive capabilities that enable you to modify a content item.

You must have Write or ACL privileges to a content item in order to claim it. To claim an item, click a checkbox adjacent to its name. Next click the button labeled Claim. The screen Update [Category] appears. The screen supplies interactive capabilities that enable you to modify a content item.

If you have Write privileges, you can modify the item's attribute values, except status. If you have Approve privileges, you can modify all attribute values, including status. See "Modifying a content item" for instructions about changing a content item's status to On- line or to Off-line.

Also, you can modify more than one content item at any time by performing a mass update or delete.

  1. First go to the table that displays names of content items.
  1. Next, click checkboxes next to any names of content items. The actions you take next will affect all selected content items. Scroll to the screen area Replace [Category], modify attributes and values, then click the interactive button labeled Replace.

To Re-categorize an item you must follow these steps:

  1. Click the Add category or the Remove category icon, then select a category from the pop up.
  1. Check the round button next to Add to selected categories or Move to selected categories. It is important that you ensure that the correct button is checked for the following reasons:
When you select Add to selected categories, you will be adding content items to other categories, but the items will remain in the existing categories.
When you select Move to selected categories, you will be removing the content items from their existing categories and placing them in other categories.
  1. Click the Re-categorize button.

 


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