docs(user): update documentation on search in collections

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Elian Doran 2025-10-20 18:16:28 +03:00
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@ -4,6 +4,7 @@
<figcaption>Screenshot of the note contextual menu indicating the “Export as PDF”
option.</figcaption>
</figure>
<h2>Printing</h2>
<p>This feature allows printing of notes. It works on both the desktop client,
but also on the web.</p>
@ -28,7 +29,7 @@ class="admonition note">
on the
<img src="1_Printing & Exporting as PD.png" width="29" height="31">button, select Export note → This note and all of its descendants → HTML
in ZIP archive). Make sure not to accidentally leak any personal information.</p>
<p>Consider adjusting font sizes and using <a href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/iPIMuisry3hd/_help_CohkqWQC1iBv">page breaks</a> to
<p>Consider adjusting font sizes and using <a href="#root/_help_CohkqWQC1iBv">page breaks</a> to
work around the layout.</p>
<h2>Exporting as PDF</h2>
<p>On the desktop application of Trilium it is possible to export a note
@ -49,12 +50,12 @@ class="admonition note">
<h3>Customizing exporting as PDF</h3>
<p>When exporting to PDF, there are no customizable settings such as page
orientation, size. However, there are a few&nbsp;<a class="reference-link"
href="#root/pOsGYCXsbNQG/tC7s2alapj8V/_help_zEY4DaJG4YT5">Attributes</a>&nbsp;to
adjust some of the settings:</p>
href="#root/_help_zEY4DaJG4YT5">Attributes</a>&nbsp;to adjust some of the
settings:</p>
<ul>
<li data-list-item-id="e76a765fe309058890d4f4d3e63bca578">To print in landscape mode instead of portrait (useful for big diagrams
<li>To print in landscape mode instead of portrait (useful for big diagrams
or slides), add <code>#printLandscape</code>.</li>
<li data-list-item-id="e78123a3a12954d7c9f520f4e75ed375d">By default, the resulting PDF will be in Letter format. It is possible
<li>By default, the resulting PDF will be in Letter format. It is possible
to adjust it to another page size via the <code>#printPageSize</code> attribute,
with one of the following values: <code>A0</code>, <code>A1</code>, <code>A2</code>, <code>A3</code>, <code>A4</code>, <code>A5</code>, <code>A6</code>, <code>Legal</code>, <code>Letter</code>, <code>Tabloid</code>, <code>Ledger</code>.</li>
</ul>
@ -68,34 +69,34 @@ class="admonition note">
href="#root/_help_4TIF1oA4VQRO">Options</a>&nbsp;and assigning a key combination
for:</p>
<ul>
<li class="ck-list-marker-italic" data-list-item-id="e52b4441f2a3af7773585b19c8f796c8d"><em>Print Active Note</em>
<li><em>Print Active Note</em>
</li>
<li class="ck-list-marker-italic" data-list-item-id="e40e1f6f480c7857100f64c2f63e062fb"><em>Export Active Note as PDF</em>
<li><em>Export Active Note as PDF</em>
</li>
</ul>
<h2>Constraints &amp; limitations</h2>
<p>Not all&nbsp;<a class="reference-link" href="#root/pOsGYCXsbNQG/_help_KSZ04uQ2D1St">Note Types</a>&nbsp;are
<p>Not all&nbsp;<a class="reference-link" href="#root/_help_KSZ04uQ2D1St">Note Types</a>&nbsp;are
supported when printing, in which case the <em>Print</em> and <em>Export as PDF</em> options
will be disabled.</p>
<ul>
<li data-list-item-id="e448a833da1bb1643181c72779382d1b6">For&nbsp;<a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_6f9hih2hXXZk">Code</a>&nbsp;notes:
<li>For&nbsp;<a class="reference-link" href="#root/_help_6f9hih2hXXZk">Code</a>&nbsp;notes:
<ul>
<li data-list-item-id="e6b699104a21930de7c2618123d0d5750">Line numbers are not printed.</li>
<li data-list-item-id="e342cba939534f0989c9620520c7b87a3">Syntax highlighting is enabled, however a default theme (Visual Studio)
<li>Line numbers are not printed.</li>
<li>Syntax highlighting is enabled, however a default theme (Visual Studio)
is enforced.</li>
</ul>
</li>
<li data-list-item-id="ea23948a21d6ad2a01d70dfbdfa9bd62f">For&nbsp;<a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_GTwFsgaA0lCt">Collections</a>:
<li>For&nbsp;<a class="reference-link" href="#root/_help_GTwFsgaA0lCt">Collections</a>:
<ul>
<li data-list-item-id="e387ee52424d8b78fd61c3a1e0d395d3e">Only&nbsp;<a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/GTwFsgaA0lCt/_help_zP3PMqaG71Ct">Presentation View</a>&nbsp;is
<li>Only&nbsp;<a class="reference-link" href="#root/_help_zP3PMqaG71Ct">Presentation View</a>&nbsp;is
currently supported.</li>
<li data-list-item-id="e94fa0cced6a7668c96cf7513557f2906">We plan to add support for all the collection types at some point.</li>
<li>We plan to add support for all the collection types at some point.</li>
</ul>
</li>
<li data-list-item-id="e8b17c931e05f9d579767536088a108da">Using&nbsp;<a class="reference-link" href="#root/pOsGYCXsbNQG/pKK96zzmvBGf/_help_AlhDUqhENtH7">Custom app-wide CSS</a>&nbsp;for
<li>Using&nbsp;<a class="reference-link" href="#root/_help_AlhDUqhENtH7">Custom app-wide CSS</a>&nbsp;for
printing is not longer supported, due to a more stable but isolated mechanism.
<ul>
<li data-list-item-id="eae91219e277cc2366d86d47291ed9cec">We plan to introduce a new mechanism specifically for a print CSS.</li>
<li>We plan to introduce a new mechanism specifically for a print CSS.</li>
</ul>
</li>
</ul>
@ -108,4 +109,4 @@ class="admonition note">
<p>Accessing the print note in a web browser allows for easy debugging to
understand why a particular note doesn't render well. The mechanism for
rendering is similar to the one used in&nbsp;<a class="reference-link"
href="#root/pOsGYCXsbNQG/gh7bpGYxajRS/BFs8mudNFgCS/_help_0ESUbbAxVnoK">Note List</a>.</p>
href="#root/_help_0ESUbbAxVnoK">Note List</a>.</p>

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@ -4,29 +4,31 @@
child notes into one continuous view. This makes it ideal for reading extensive
information broken into smaller, manageable segments.</p>
<ul>
<li><a class="reference-link" href="#root/_help_8QqnMzx393bx">Grid View</a>&nbsp;which
<li data-list-item-id="e43cd5203be3a89cff2aa8ceb3ca62b84"><a class="reference-link" href="#root/_help_8QqnMzx393bx">Grid View</a>&nbsp;which
is the default presentation method for child notes (see&nbsp;<a class="reference-link"
href="#root/_help_0ESUbbAxVnoK">Note List</a>), where the notes are displayed
as tiles with their title and content being visible.</li>
<li><a class="reference-link" href="#root/_help_mULW0Q3VojwY">List View</a>&nbsp;is
<li data-list-item-id="e8a1944c0c300ec0e5566276ab78ab481"><a class="reference-link" href="#root/_help_mULW0Q3VojwY">List View</a>&nbsp;is
similar to&nbsp;<a class="reference-link" href="#root/_help_8QqnMzx393bx">Grid View</a>,
but it displays the notes one under the other with the content being expandable/collapsible,
but also works recursively.</li>
</ul>
<p>More specialized collections were introduced, such as the:</p>
<ul>
<li><a class="reference-link" href="#root/_help_xWbu3jpNWapp">Calendar View</a>&nbsp;which
<li data-list-item-id="e391040c6f8f6d683e77dd8b91155faf8"><a class="reference-link" href="#root/_help_xWbu3jpNWapp">Calendar View</a>&nbsp;which
displays a week, month or year calendar with the notes being shown as events.
New events can be added easily by dragging across the calendar.</li>
<li><a class="reference-link" href="#root/_help_81SGnPGMk7Xc">Geo Map View</a>&nbsp;which
<li
data-list-item-id="e81b950279f4564360b8998573086eeb2"><a class="reference-link" href="#root/_help_81SGnPGMk7Xc">Geo Map View</a>&nbsp;which
displays a geographical map in which the notes are represented as markers/pins
on the map. New events can be easily added by pointing on the map.</li>
<li><a class="reference-link" href="#root/_help_2FvYrpmOXm29">Table View</a>&nbsp;displays
each note as a row in a table, with&nbsp;<a class="reference-link" href="#root/_help_OFXdgB2nNk1F">Promoted Attributes</a>&nbsp;being
shown as well. This makes it easy to visualize attributes of notes, as
well as making them easily editable.</li>
<li><a class="reference-link" href="#root/_help_CtBQqbwXDx1w">Board View</a>&nbsp;(Kanban)
displays notes in columns, grouped by the value of a label.</li>
<li
data-list-item-id="e889775ae8dc3f0c2fc51a86f9a75239c"><a class="reference-link" href="#root/_help_2FvYrpmOXm29">Table View</a>&nbsp;displays
each note as a row in a table, with&nbsp;<a class="reference-link" href="#root/_help_OFXdgB2nNk1F">Promoted Attributes</a>&nbsp;being
shown as well. This makes it easy to visualize attributes of notes, as
well as making them easily editable.</li>
<li data-list-item-id="e971c7ef8f4d30119638933042d983745"><a class="reference-link" href="#root/_help_CtBQqbwXDx1w">Board View</a>&nbsp;(Kanban)
displays notes in columns, grouped by the value of a label.</li>
</ul>
<p>For a quick presentation of all the supported view types, see the child
notes of this help page, including screenshots.</p>
@ -42,49 +44,58 @@
<h3>Adding a description to a collection</h3>
<p>To add a text before the collection, for example to describe it:</p>
<ol>
<li>Create a new collection.</li>
<li>In the&nbsp;<a class="reference-link" href="#root/_help_BlN9DFI679QC">Ribbon</a>,
<li data-list-item-id="e37baa04a3c9707bb5047695c99677742">Create a new collection.</li>
<li data-list-item-id="e07e2627d54230a1d2aebca5d8676cfef">In the&nbsp;<a class="reference-link" href="#root/_help_BlN9DFI679QC">Ribbon</a>,
go to <em>Basic Properties</em> and change the note type from <em>Collection</em> to <em>Text</em>.</li>
</ol>
<p>Now the text will be displayed above while still maintaining the collection
view.</p>
<h3>Using saved search</h3>
<p>Since collections are based on the&nbsp;<a class="reference-link" href="#root/_help_0ESUbbAxVnoK">Note List</a>&nbsp;mechanism,
it's possible to apply the same configuration to&nbsp;<a class="reference-link"
href="#root/_help_m523cpzocqaD">Saved Search</a>&nbsp;to do advanced querying
and presenting the result in an adequate matter such as a calendar, a table
or even a map.</p>
<h3>Creating a collection from scratch</h3>
<p>By default, collections come with a default configuration and sometimes
even sample notes. To create a collection completely from scratch:</p>
<ol>
<li>Create a new note of type <em>Text</em> (or any type).</li>
<li>In the&nbsp;<a class="reference-link" href="#root/_help_BlN9DFI679QC">Ribbon</a>,
go to <em>Basic Properties</em> and select <em>Collection</em> as the note
type.</li>
<li>Still in the ribbon, go to <em>Collection Properties</em> and select the
desired view type.</li>
<li>Consult the help page of the corresponding view type in order to understand
how to configure them.</li>
</ol>
<h2>Archived notes</h2>
<p>By default, archived notes will not be shown in collections. This behaviour
can be changed by going to <em>Collection Properties</em> in the&nbsp;
<a
class="reference-link" href="#root/_help_BlN9DFI679QC">Ribbon</a>&nbsp;and checking <em>Show archived notes</em>.</p>
<p>Archived notes will be generally indicated by being greyed out as opposed
to the normal ones.</p>
<h2>Under the hood</h2>
<p>Collections by themselves are simply notes with no content that rely on
the&nbsp;<a class="reference-link" href="#root/_help_0ESUbbAxVnoK">Note List</a>&nbsp;mechanism
(the one that lists the children notes at the bottom of a note) to display
information.</p>
<p>By default, new collections use predefined&nbsp;<a class="reference-link"
href="#root/_help_KC1HB96bqqHX">Templates</a>&nbsp;that are stored safely
in the&nbsp;<a class="reference-link" href="#root/_help_2mUhVmZK8RF3">Hidden Notes</a>&nbsp;to
define some basic configuration such as the type of view, but also some&nbsp;
<a
class="reference-link" href="#root/_help_OFXdgB2nNk1F">Promoted Attributes</a>&nbsp;to make editing easier.</p>
<p>Collections don't store their configuration (e.g. the position on the
map, the hidden columns in a table) in the content of the note itself,
but as attachments.</p>
<p>Collections, by default, only display the child notes. However, it is
possible to use the&nbsp;<a class="reference-link" href="#root/pOsGYCXsbNQG/gh7bpGYxajRS/wArbEsdSae6g/_help_eIg8jdvaoNNd">Search</a>&nbsp;functionality
to display notes all across the tree, with advanced querying functionality.</p>
<p>To do so, simply start a&nbsp;<a class="reference-link" href="#root/pOsGYCXsbNQG/gh7bpGYxajRS/wArbEsdSae6g/_help_eIg8jdvaoNNd">Search</a>&nbsp;and
go to the <em>Collection Properties</em> tab in the&nbsp;<a class="reference-link"
href="#root/pOsGYCXsbNQG/gh7bpGYxajRS/Vc8PjrjAGuOp/_help_BlN9DFI679QC">Ribbon</a>&nbsp;and
select a desired type of collection. To keep the search-based collection,
use a&nbsp;<a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_m523cpzocqaD">Saved Search</a>.</p>
<aside
class="admonition important">
<p>While in search, none of the collections will not display the child notes
of the search results. The reason is that the search might hit a note multiple
times, causing an exponential rise in the number of results.</p>
</aside>
<h3>Creating a collection from scratch</h3>
<p>By default, collections come with a default configuration and sometimes
even sample notes. To create a collection completely from scratch:</p>
<ol>
<li data-list-item-id="eb60e8b061b0c7f5b991a1727c422c754">Create a new note of type <em>Text</em> (or any type).</li>
<li data-list-item-id="ef92adf795f76377d72653f69f5928bda">In the&nbsp;<a class="reference-link" href="#root/_help_BlN9DFI679QC">Ribbon</a>,
go to <em>Basic Properties</em> and select <em>Collection</em> as the note
type.</li>
<li data-list-item-id="eea4322a308b85751aac73e476eb46cb5">Still in the ribbon, go to <em>Collection Properties</em> and select the
desired view type.</li>
<li data-list-item-id="e0d2ab82221d6a9e3b4f116f0c9cae200">Consult the help page of the corresponding view type in order to understand
how to configure them.</li>
</ol>
<h2>Archived notes</h2>
<p>By default, archived notes will not be shown in collections. This behaviour
can be changed by going to <em>Collection Properties</em> in the&nbsp;
<a
class="reference-link" href="#root/_help_BlN9DFI679QC">Ribbon</a>&nbsp;and checking <em>Show archived notes</em>.</p>
<p>Archived notes will be generally indicated by being greyed out as opposed
to the normal ones.</p>
<h2>Under the hood</h2>
<p>Collections by themselves are simply notes with no content that rely on
the&nbsp;<a class="reference-link" href="#root/_help_0ESUbbAxVnoK">Note List</a>&nbsp;mechanism
(the one that lists the children notes at the bottom of a note) to display
information.</p>
<p>By default, new collections use predefined&nbsp;<a class="reference-link"
href="#root/_help_KC1HB96bqqHX">Templates</a>&nbsp;that are stored safely
in the&nbsp;<a class="reference-link" href="#root/_help_2mUhVmZK8RF3">Hidden Notes</a>&nbsp;to
define some basic configuration such as the type of view, but also some&nbsp;
<a
class="reference-link" href="#root/_help_OFXdgB2nNk1F">Promoted Attributes</a>&nbsp;to make editing easier.</p>
<p>Collections don't store their configuration (e.g. the position on the
map, the hidden columns in a table) in the content of the note itself,
but as attachments.</p>

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@ -3489,21 +3489,14 @@
{
"type": "relation",
"name": "internalLink",
"value": "wy8So3yZZlH9",
"value": "0ESUbbAxVnoK",
"isInheritable": false,
"position": 20
},
{
"type": "relation",
"name": "internalLink",
"value": "4TIF1oA4VQRO",
"isInheritable": false,
"position": 30
},
{
"type": "label",
"name": "iconClass",
"value": "bx bx-printer",
"value": "wy8So3yZZlH9",
"isInheritable": false,
"position": 30
},
@ -3517,7 +3510,7 @@
{
"type": "relation",
"name": "internalLink",
"value": "0ESUbbAxVnoK",
"value": "4TIF1oA4VQRO",
"isInheritable": false,
"position": 50
},
@ -3538,23 +3531,30 @@
{
"type": "relation",
"name": "internalLink",
"value": "AlhDUqhENtH7",
"value": "GTwFsgaA0lCt",
"isInheritable": false,
"position": 80
},
{
"type": "relation",
"name": "internalLink",
"value": "GTwFsgaA0lCt",
"value": "zP3PMqaG71Ct",
"isInheritable": false,
"position": 90
},
{
"type": "relation",
"name": "internalLink",
"value": "zP3PMqaG71Ct",
"value": "AlhDUqhENtH7",
"isInheritable": false,
"position": 100
},
{
"type": "label",
"name": "iconClass",
"value": "bx bx-printer",
"isInheritable": false,
"position": 30
}
],
"format": "markdown",
@ -8119,13 +8119,6 @@
"isInheritable": false,
"position": 100
},
{
"type": "relation",
"name": "internalLink",
"value": "m523cpzocqaD",
"isInheritable": false,
"position": 110
},
{
"type": "relation",
"name": "internalLink",
@ -8153,6 +8146,20 @@
"value": "bx bx-book",
"isInheritable": false,
"position": 20
},
{
"type": "relation",
"name": "internalLink",
"value": "eIg8jdvaoNNd",
"isInheritable": false,
"position": 140
},
{
"type": "relation",
"name": "internalLink",
"value": "m523cpzocqaD",
"isInheritable": false,
"position": 150
}
],
"format": "markdown",

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@ -36,7 +36,12 @@ Now the text will be displayed above while still maintaining the collection view
### Using saved search
Since collections are based on the <a class="reference-link" href="../Basic%20Concepts%20and%20Features/Notes/Note%20List.md">Note List</a> mechanism, it's possible to apply the same configuration to <a class="reference-link" href="Saved%20Search.md">Saved Search</a> to do advanced querying and presenting the result in an adequate matter such as a calendar, a table or even a map.
Collections, by default, only display the child notes. However, it is possible to use the <a class="reference-link" href="../Basic%20Concepts%20and%20Features/Navigation/Search.md">Search</a> functionality to display notes all across the tree, with advanced querying functionality.
To do so, simply start a <a class="reference-link" href="../Basic%20Concepts%20and%20Features/Navigation/Search.md">Search</a> and go to the _Collection Properties_ tab in the <a class="reference-link" href="../Basic%20Concepts%20and%20Features/UI%20Elements/Ribbon.md">Ribbon</a> and select a desired type of collection. To keep the search-based collection, use a <a class="reference-link" href="Saved%20Search.md">Saved Search</a>.
> [!IMPORTANT]
> While in search, none of the collections will not display the child notes of the search results. The reason is that the search might hit a note multiple times, causing an exponential rise in the number of results.
### Creating a collection from scratch