In our upcoming release, planned for August 6th, we’re excited to bring you the next instalment in our series of Search Experience improvements, following the first round of updates that went out earlier this month.
This instalment is major! It brings with it not only big Search UI changes, but also new features, and a redesigned user experience where we’ve finely tuned some of the search behavior to save you from multiple clicks and busy work.
We’re also excited to announce that we’ll be starting to support Smart Fields with our AI-enabled Auto Answer, which is huge because it means that you’ll be able to also get all the basic personalization tasks automated and out of the way instantly, as QorusDocs intelligently finds, and optionally inserts, matching answers.
Plus, we’ve improved on the Clip user experience for those who don’t yet have a Save location set up in their hub, and we’ve gotten rid of several bugs along the way.
Here’s what’s coming to your QorusDocs on August 6th:
- Search Filter Redesign
- The new filter bar below the search box
- Better visibility into the filters currently influencing your search
- Better navigation when you’re searching a specific location
- See the total number of search results when searching across multiple sources
- Resetting your search preferences is now a lot simpler
- FAQ: Why are some of my filters greyed out?
- Using the ‘Modified’ date in Search to find the content you need
- Smart Fields now supported in Q&A content for Auto Answer
- The Clip User Experience when there are no Save locations in your hub
- Several bug fixes
Search Filter Redesign
We’ve completely reimagined and overhauled the search filtering experience.
The new filter bar below the search box
The first thing you’ll notice is that there’s no filter icon next to search. That’s because all your search filters are now here:
The second thing you’ll probably notice is that we’ve added a brand new ‘Modified’ filter, which we cover in some detail below.
Better visibility into the filters currently influencing your search
One of the great benefit of this redesign is that you have much better visibility into the search filters applied to your current search.
When you select a filter, the name of that filter is displayed just below the search box. As you add more filters to your selection, you will see a plus icon next to the name of the first filter, along with the number of filters selected.
For example, filtering using our library filter called ‘Solutions’, selecting three values within that filter will look like this:
If we go on to select more filters and execute the search, we can see the name of the first filter used for each of these categories:
Better navigation when you’re searching a specific location
As you probably know, you can limit the search to a specific location by browsing to it first, and then performing a search.
So that you always know where you are, we now show the full location in the breadcrumb above the search box (previously, we only showed the content source name):
We've also updated the color of the text in the breadcrumb to blue, to indicate that it is clickable.
See the total number of search results when searching across multiple sources
When you search across multiple content sources, and QorusDocs has found matching content in more than one location, you’ll now not only see how many results there are for each location, but also the number of results in total, right below the search box.
For example, in the screenshot below, we searched for the term ‘customer’ in all of our content sources and came up with a total of 56 results:
Resetting your search preferences is now a lot simpler
Previously, we had a ‘Start Over’ button available on the content source selection pane for Search that would clear any search terms in the search box and any search filters you’d selected. It didn’t clear the content sources you’d selected, and this button was only available on the initial content source selection screen.
To make the experience of resetting search a lot more intuitive, we’ve done the following:
- The new ‘Clear’ button
After you’ve performed a search, you’ll now see a Clear icon (an x inside a circle) next to the number of search results and filters used.
Clicking on ‘Clear’ will clear the search session entirely, while landing you back to where you were right before you ran the search.
That means that if you searched from the initial ‘All Libraries’ view – then clicking on ‘Clear’ will clear the search box, any selected search filters, and all the content sources you had selected.
That also means that if you browsed to a folder and then searched – then clicking on ‘Clear’ will clear the search box and any selected search filters and leave you on the initial browse screen you were on before you performed the search.
- More intuitive search reset, without having to click on ‘Clear’
We have also added new ways to reset the search without having to click on ‘clear’.
If you browsed to a location and searched through one or more folders in your content library, clicking on the breadcrumb will clear and reset the search.
If after you’ve performed a search, you change your content source selection, this will reset the whole search.
FAQ: Why are some of my filters greyed out?
If search filters are greyed out (unavailable), that means that they are not supported for the content source(s) you’ve selected.
Here are a few scenarios where that might happen:
Using the ‘Modified’ date in Search to find the content you need
Modified as a search filter
This filter comes predefined with a series of commonly used timeframes, allowing you to filter on content that has been modified in the past week, past month, etc:
Alternatively, you’re free to select a custom timeframe by selecting dates on a calendar-like view:
This new filter is also available in Pursuits, where you can search for and now filter documents within which you’re collaborating with coworkers.
Modified to sort document lists
You can also now sort by modified date, from newest to oldest:
Modified as useful info in document listings
The modified date is now displayed in the document listing (underneath the document name) when browsing, searching and sorting – so you can easily see when it was last updated content at a glance.
Smart Fields now supported in Q&A content for Auto Answer
This release introduces the much-awaited support for Smart Fields in Q&A content for the QorusDocs AI-enabled Auto Answer.
When QorusDocs encounters a Smart Field in your Q&A content, it will pop up the Smart Field form, where you can type in real information you’d like QorusDocs to use in automating the replacement of all placeholder text.
After clicking ‘insert’, you’ll see the personalized answers instantly flow in:
As this is the first iteration of this feature, there are two known limitations that are worth mentioning:
- All Smart Fields in Q&A content are treated as simple Text fields for now.
- When users make changes to personalized answers and suggest these back for re-use - the suggested answer will contain the personalized information instead of the Smart Field. This means that those managing content and training Auto Answer, will need to take care to genericize the suggested answer and put the Smart Fields back in first, before approving the suggestion.
The Clip User Experience when there are no Save locations in your hub
If there are no Save locations configured in your QorusDocs hub, there will be no place for you to save new and useful content you clip from your documents, so you’ll need to add one.
With this release, we’ve made it a lot simpler for Admin users, who can now click on ‘Add a Save location’, and once they are done, come back to what they were doing and click on ‘Refresh’ to update the list of Save locations available.
Several bug fixes
- For subscriber hubs that receive third party publisher content, we now support static and dynamic content in templates.
- For some users, while working in the QorusDocs Add-ins, fixed an issue where they were unable to assemble a presentation using the cart.
- Various minor fixes and under the hood work.