Result View Panel
IN THIS ARTICLE:
After running a Search, the Results View is populated with the resulting documents. Select the View type, then the specific search results available under each type using the primary and secondary dropdown options available under ACTIONS.
Result Views
The following result views are available:
- Presets
- Analytics Sets
- User Templates
- Recently Viewed
Presets
The Presets view shows search results based on the the following view types:
| View | Description |
|---|---|
| Metadata View | Displays only search results with metadata. |
| Annotation View | Displays only search results with annotations. |
| Comments View | Displays only search results that include comments. |
| Coding View | Displays only search results with an assigned Coding Choice and Coding Field. |
| KWIC View | Displays the KeyWord In Context (KWIC) results, which includes the three preceding and three trailing terms before and after a search term (when enabled for a search). |
Analytics Sets
The Analytics Sets view shows automatically created views associated with each analytics set in DART NXT (for example, an e-mail threading view).
You can perform the following actions for each result view:
- manually select multiple records via the checkbox
- select all records via the Document grid header dropdown
- select all currently filtered records via the Document grid header dropdown
Once the target rows are selected, the User can take any bulk actions via the list of actions provided in the ACTIONS menu appearing in the grid header.
In the metadata view, the document grid has the capability of basic sorting, filtering, group by options, and more that can be accessed by clicking the three-line icon that appears next to the column name.
User Templates
Select the Shared or Private user templates available in the drop-down list.
Recently Viewed
Displays the ten most recently viewed views.
Actions
The ACTIONS menu includes the following:
- View
- Copy Documents IDs
- Export
- Edit
- Create
View
Subactions under view are Collections, Related Groups, and Open in a New Tab. Subsubactions under Related Groups have Conversation Family, Group Identifier, and MA Documents. The available options under View > Related Groups vary depending on the type of related group selected, and may include:
- Full Groups or Full Families
- Remove Attachments
- Return Parents
- Duplicate Groups
- Return Pivots
View > Related Groups > [selected group]
Copy Document IDs
You must select at least one document to copy Document IDs. IDs will be copied to the clipboard for use in other applications.
Export
You can export document IDs by copying them to your clipboard or by downloading the document IDs in an Excel spreadsheet.
Edit
The following Edit actions are available:
- Bulk Edit Coding
- Results Template
- Columns
Create
The following Create actions are available:
- Collection
- Results Template