C H A T P O I N T

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Apply keyword matrix to file (Mobile)

Permission

  1. The matrix is accessible but read-only for internal users without the write permission.
  2. The matrix is also accessible through user monitoring by business owners and administrators if the domain has activated the extension

Navigation(in group document tree)

  1. File
    1. Select the ‘options’ icon next to the file for a pop-up menu. Then, select ‘Keywords Matrix’.
  2. Folder
    1. You can also select folder(s) to access keyword matrix for all the files inside the corresponding folders.
    2. Long tap on a folder to enter selection mode. The folder(s) selected will be highlighted.
    3. At the menu bar at the top, you will see the phrase ‘# items selected‘, where # is the number of selected folder.
    4. Select the folders required by tapping the folders in selection mode.
    5. Select ‘options’ icon from the menu bar at the top right. Then, select ‘Keywords Matrix’.
  3. All files in a group
    1. Press the ‘options‘ icon (next to ‘search’ icon) next to the group name at the top right corner. A options menu pops up.
    2. Select ‘Keyword Matrix‘.
    3. Note: This options selects all the files (including those inside folders) to be displayed in the keyword matrix screen.

Layout

  1. All selected files are populated in a list.
  2. At the top, one single search key column will be presented on the screen. You can alter the current column by using the drop-down or switch to the previous/next column by tapping the arrows.
  3. The middle blue menu bar contains different icons from left to right respectively for selecting all/ deselecting all, sorting and filtering.
  4. There are two filters: one for filtering the documents while another for filtering the search keywords. You can sort by the document names or search keyword values in ascending / descending order.

Usage

Add/Edit file keywords

  1. Support data manipulation for different types of search keys.
  2. To batch update multiple rows at once, simply tap to select multiple cells and then edit in one of the selected cells (like excel).
  3. Changes are auto-saved and the saving status is shown in light yellow at the top navigation bar.

Relational search key

  1. In the keywords matrix, the cells of the relational search keys will show either “Please select” or the associated document name.
  2. Tapping on it will open the document selector.
  3. The document selector will display the folders and files of the corresponding group to which the document of the selected row belongs.
  4. In the document selector, you can download and view the document caches by tapping on the file thumbnails / icons. Select your target file for the association and tap “Apply”.
  5. Batch updating multiple cells on the relation type search keys is allowed only when all the selected documents (rows) are in the same group.
  6. Existing operations like sorting, filtering, and undoing are all applicable to the new relation type.
  7. The previous / next search key column navigation in the keywords matrix is now cyclic.
  8. The new relational search key is also supported and working similarly in the original search key interface.

Change history

  1. Recent change history can be accessed from the “history” icon on the top-right corner. It is initially dimmed when there is no change.
  2. The history list is firstly sorted by the last updated time in descending order.
  3. Each row in the list represents the latest changes for each pair of search key and document, showing the old and new values.
  4. Subsequent changes to the same search key for the same document (i.e. same cell) will be grouped into one row and can be undone one by one in reverse order.
  5. Tapping the “Undo” button to undo changes of the selected rows. Users will be asked for confirmation to proceed.
  6. Back navigation to the keywords matrix from the history will reload the matrix to retrieve the latest data.

Calculation

  1.  Support calculating the following aggregate functions by tapping the “calculator” icon on the top-right.
    1. Maximum
    2. Minimum
    3. Summation
    4. Mean (Average)
    5. Median
    6. Mode
    7. Variance
    8. Standard Deviation
  2. Allow calculate for all rows or selected rows.

Mathematical expression

  1. You can build their own custom mathematical expressions as additional matrix columns for common business calculation requirements.
  2. Tapping the “fx” icon next to the search key group to enter the mathematical expression builder interface for the current group.
  3. A variable (e.g. x1) is assigned to each search key column as shown in the upper part of the interface.
  4. The mathematical expressions can be managed at the bottom part. (add/ update / remove / reorder)
  5. Examples include:
    1. x1 + x2
    1. x2 – 50
    1. x3 * (x4 + 20)
    1. x5/x6 * 60%
  6. After saving your changes and navigating back to the matrix, the mathematical expressions will be appended to the search key list.
  7. The additional mathematical expression columns can also apply filtering, sorting and aggregation.
  8. During the calculations of the expression results for a large matrix, the sorting / filtering / aggregation will be temporarily suspended.
  9. When the relevant search key values are updated, the expression results of the updated rows will be recalculated automatically.
  10. Each login user account has its own independent set of mathematical expressions.
  11. The mathematical expressions are stored on the client user device only.

Searching file keywords

  1. Access ‘All Groups Search’ screen.
  2. The numbers 1-4 indicate the number of search keyword filters to be used for searching. The box lights up when the search keywords is populated for that filter slot. In the screenshot above, 2 search filters are enabled.
  3. Use ‘Match All’ or ‘Match Any’ to represent your matching condition.
  4. Select your desired ‘Search Key Group’, then ‘Search Key’, then ‘Search Text’.
  5. Click ‘Search’ to proceed and the result will be returned.

Searching relational search key

  1. To search by the relation type search key, users must first limit the search scope to one single group.
  2. Then select the relational search key in the keywords section, open the document selector and choose the file to search for other documents associated with it.
  3. The tap effect has been added to the saved search criteria labels.
  4. Support saving the new relational search key criteria.

Access file keyword matrix after search

  1. At the search result screen, click the ‘Keywords Matrix’ icon at the bottom to access the matrix screen for the returned files.