TRIM saved search

Enter the URL to the WSDL of the TRIM system.

Enter the username used to connect to the TRIM system.

Enter the password used to connect to the TRIM system. This password must be Entered twice for validation purposes

Select the authentication method to use to connect to the TRIM system. The options available are:

Select whether to enable the downloading of attachments of record sets. Attachments are the electronic documents of a record, such as a text file. If this option is set to Yes, the attached documents of the listed TRIM records will be available to download. By default, this field will be set to No.

Enter a size limit (in bytes) of attachments downloaded to Matrix on the TRIM saved search. By default, this option will be set to 4194304 bytes (4Mb).

Specify a time limit (in seconds) for the synchronization process of the TRIM connection. If this process exceeds this limit, the TRIM saved search will display a warning. By default, this option will be set to 7200 seconds.

Specify a time limit (in seconds) to download attachments on the TRIM connection. If the download process for an individual file exceeds this limit, the TRIM saved search will display a warning. By default, this option will be set to 3600 seconds.

This field allows you to check the record set results of the saved search for any new updates and synchronize them accordingly. The Check for updates button will check the results for updates, displaying the message '<#> out-of-date records' when updates are available. If this message is displayed, clicking the Synchronize now button will update the saved search results. Once this is done, the message 'Successfully synchronized' will be displayed. If no updates are available, the message 'No update is required' will be displayed when the Check for updates button is clicked.

The group that is being configured.

The search field that is being configured.

Enter a keyword to query the specified metadata field on records in the TRIM system. For example, if you are configuring the Titleword field, entering meeting as the keyword will search for records that contain meeting in their title.

To delete a search field, select the Delete box and select Save.

Select the search logic to use for the search fields in a group. The options available are:

To delete a group, select the Delete box and select Save.

Select the search logic to use for the groups. The options available are:

Enter the TRIM classification by which to restrict the saved search results. You can also include sub-classifications with these classifications (for example, RESEARCH - PROJECTS).

Select whether to restrict the specified classification to return only top-level records or also to include the records of sub-classifications.

Enter the parent container to search in. For example, entering 09/1 into this field will only search the 09/1 container of the TRIM system.

Enter a file extension to limit the saved search results to that specific file type. For example, entering PDF into this field will only return TRIM records of the PDF file type.

Enter the maximum number of record set assets that will be listed as results of the saved search. For example, if 10 is entered into this field, only the first ten results will be listed. By default, 30 is entered into this field.

Select a field as the first preference for sorting the saved search results. For example, if dateCreated is selected, the record set assets will be listed by their creation date. By default, none is selected in this field, meaning the assets will not be sorted.

Select a value as the second preference for sorting the saved search results. This preference will be used for record set assets with the same value for the field selected in the Search sort 1 field. For example, if the Search sort 1 field was set to dateCreated, results in the saved search with the same creation date will be listed by the Search sort 2 field. By default, none is selected in this field, meaning these assets will not be sorted.

Select a value as the third preference for sorting the saved search results. This will be used for record set assets with the same values for the fields selected in both the Search sort 1 and Search sort 2 fields. By default, none is selected in this field, meaning these assets will not be sorted.

Select whether the results sorted by the field selected in the Search sort 1 field will be sorted by descending order. By default, this field is set to No.

Select whether the results sorted by the field selected in the Search sort 2 field will be sorted by descending order. By default, this field is set to No.

Select whether the results sorted by the field selected in the Search sort 3 field will be sorted by descending order. By default, this field is set to No.

Select record types from the add record type list to restrict retrieved records to specific types. For example, a saved search can be configured only to return document types or configured to return both document and folder types only.