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Notes Design Blog

How to add any Notes view to the Search toolbar as a search scope that’s alwlays available

Mary Beth Raven  February 16 2010 01:00:00 AM
Serious searchers:
I hope that you are enjoying using the search toolbar in the upper left of your screen (in addition to, or instead of, the "search this view" command.)
This screenshot is what I mean by the search toolbar:

Image:How to add any Notes view to the Search toolbar as a search scope that’s alwlays available
One of the most useful things about this search toolbar is that you can be in one application (like your home-gown app), and search another without going to it, opening the correct view, and starting the search.
We give you a set of scopes by default-- Mail, Calendar, Contacts.
For example, I can be in some CRM app and with that CRM app open, go search my mail for some info I might need as I am working in the CRM app.

The problem I'm blogging about today:
Let's say you are often in Mail, and you want to search some OTHER Notes app. (for me it's the UI spec database, but in my example below, it's the personal notebook--aka journal).
I (or any person who has "widgets" turned on") can add whatever Notes app they want to the search scopes).

This means that I can start a search of the Notebook at any time, up in this toolbar, no matter what other app I am currently in.
This screenshot  show that when I have some other app open, all I have to do is click the link "Always Show in Search list" to have it always show up!
Image:How to add any Notes view to the Search toolbar as a search scope that’s alwlays available

When you click it, you get this dialog:
Image:How to add any Notes view to the Search toolbar as a search scope that’s alwlays available


Image:How to add any Notes view to the Search toolbar as a search scope that’s alwlays available


Now, what if you are an admin and your organization decides that EVERYBODY should automatically have the CRM app as a search scope up there?
NO PROBLEM! Just do this:
1. Open the app to whatever view you want as the search scope. ( (if it's a java view,just hold down CTRL+ALT)
2. Click the Middle Widget toolbar button as shown below.
Image:How to add any Notes view to the Search toolbar as a search scope that’s alwlays available

FILL OUT THE WIZARD AS SHOWN BELOW:
Image:How to add any Notes view to the Search toolbar as a search scope that’s alwlays available

Once you have the widget, you can put it in a widget catalog and push it out to people. I'll blog more about that in future postings, or you can read about it by reading the Administration section of the Lotusphere slides (posted on Feb 9).