Unified Search Experience

What is the new Unified Search Experience?

Searching in RIB CX is getting a major overhaul! Say hello to a more efficient, intuitive, and powerful search experience. While we've maintained the core functionality of your searches, we've significantly improved the interface, performance, and added exciting new features. We have also ensured the new search experience is unified or consistent between searching globally as well as within the Publication Space. Ensuring you have a consistent user experience across the board.

• New User Interface: Redesigned to be more intuitive and easy to access.

• Quick Keyword Search: Access keyword searches quickly and effortlessly.

• Consistent Search Interface: Enjoy a consistent search experience across all modules.

• Pin/Unpin Criteria: Customise your search with the ability to pin and unpin criteria.

• Enhanced Search Operators: Utilise new and consistent search operators for more precise results.

These enhancements are based on extensive user feedback and are designed to make searching in RIB CX seamless and user-friendly.

What have we changed?

Read on to learn more about the new search experience in RIB CX, its features, and how it differs from the old experience. We've also included information to help make your transition to the new interface smoother and more efficient.

Always available Keyword Search

We have introduced a new search input box in the main header of RIB CX to enhance the search experience.

Open

Search Functionality:

Open

1. Users can type in a keyword and press Enter or click the search button.

2. Upon clicking or pressing Enter, the search will run, load the results, and navigate to the advanced criteria page.

3. Users can also click "Show All Criteria" to go directly to the advanced filters page

The Advanced Criteria page

You can begin a search without typing in a keyword by clicking on the All Criteria button

This will take you to the Advanced Criteria page

The Advanced Criteria page allows you to run a search by adding criteria

Add more criteria to your search faster

To begin a search you can pick a Form Type or Status.

You can then add User Field criteria by clicking on + More Criteria and searching for the field you need. From here you can pick the options you require and click search.

As menttioned above, you can access all the available Criteria by clicking on the + More Criteria option

The dropdown displays the Selected Fields, Standard Fields and User Fields.

You can add any of these fields to your criteria by ticking the check box next to them and clicking done. You can select one or more fields at a time

You can also search for the fields using the search box at the top of the dropdown list

Filter Field Options more intuitively

You can filter fields with options as by typing into the input box to find the option you want, or by simply selecting the options you need.

New Search Operators

We have introduced a number of new search operators to help you find exactly what you need.

For User Fields with options we have added (Select, Radio, Checkbox)

• equals

• not equal

• is blank

For numeric fields we have added (Currency, Number)

• equals

• not equals

• greater than

• greater than or equals

• less than

• less than or equal

• between

Date Fields

• between

• on

• before

• after

• during

• last

Contact Fields

• contains

• logged in user

• logged in user company

For a list of what operators are supported for which field please visit this link.

Expanded Document Fields in Global Search for Transmittals.

We have expanded on the available Document Fields when performing a Distribution, or Transmittal search. Now you can find the Distributions you are looking for by searching all your Document Criteria.

The list of supported fields now include

• Documents

• Created

• Created By

• Discipline

• Distributed

• Distributed To

• DistributeTransmittal #

• Distribution Status

• Doc#

• File Format

• File Name

• First Uploaded

• Folder

• Locked Status

• Modified

• Not Distributed To

• Notes

• Previously Distributed To

• Rev

• Rev Date

• Rev Status

• Title

• Transmittal #

• Type

• Uploaded

• Uploaded By

Changes to Keyword Searching Operators

We have also updated how keyword searching behaves with this release. Previously when you typed in multiple keywords it would perform an OR search. Meaning that results were based on finding a match for either of the keywords you typed in.

This has been changed to find results where BOTH keywords typed in need to match for a result to be returned

Pin and Unpin fields for easy access

Criteria that you often use can now be pinned against a Form Type. As an example if you are always searching on the Trade field for a Defect, you can pin the Trade field to the criteria for Defects, so that you do not need to add to your criteria the next time you select a Defect.

You can pin a field by hovering over the field and clicking on the Pin icon

Or you can click on the Pin icon when you add the field from the More criteria drop down

To unpin, you can click on the icon on the More criteria drop down

Or you can hover over your pinned field and unpin it.

Customising the look and feel

The new interface comes out of the box with 3 different layout options for the search criteria page. Allowing you to use RIB CX in the most efficient manner for your workflow and set up.

This UI toggle allows you to swap the layout of the criteria fields to a format that suits you best.

The 3 options are

• Auto width - takes up the least amount of screen real estate by auto sizing the fields to match your input

• Column view - fields are laid out in a 3 column structure

• List view - field are laid out 1 per row.

Reset your Criteria

To clear or reset your criteria click on the Reset Crteria button

Picking Columns from a List table is more intuitive now

When trying to add columns from a list to your search you can do so by picking from the Table view selection drop down

Display Transmittals as Documents or Distributions

Select how you’d like to view your Transmittals - as either documents within the DTX’s or as a register of DTX’s.

Searching in the Publication Space

One of the key components of the new search overhaul is the consistent interface between Global search and Publication Space search.

This offers a seamless experience across the product. All the tools and enhancements discussed above will also apply to searching within the Publication Space.

Tools for Admins

As Admins, you have the ability to configure the default pinned criteria for each form type as well as the Publication Space.

• Form Types:

• Navigate to the Form Type config page and click on "Configure Default Pinned Criteria."

• Add the fields you prefer to have as default criteria for each user when they select that form type.

• Optionally, override any pinned criteria users have configured by setting the default for all users.

• Publication Space:

• Go to Publication Space Settings and Views.

• Configure the default pinned criteria in the same way.

• These fields will be pinned as criteria for all users.

Publication Space

Report - Documents Requiring Distribution (Company/User)

With this release, we are introducing two new reports to the Publication Space. These reports will make it easy to identify documents that need to be distributed, either by company/user or by document.

Grouped By Company

The "By Company" report allows you to search for documents that need to be distributed to different companies based on what was previously distributed to their users.

This report groups results by company and shows how many new revisions of documents need to be distributed to each company's members.