Home → Using LincDoc 3.0 → eForm Administration → Search configuration
4.8. Search configuration
The Search tab is used to configure various options available to end users when they search a document repository. Note: searches are done by choosing an eForm from the eForm pick list (on the left side of the top desktop toolbar), then pressing the button.
Setting searchable fields
You can choose up to five fields that an end user can use to help define filter criteria when they search the document repository for previously generated documents. The order of the search results columns will mirror the order of your current search indexes. Similar to the Source Docs tab, choose a field on the left pane and press to make it a searchable field. To remove a field index, select the field on the right pane and press .
Note: Adding or removing index fields will result in a global change to all users who can search the form.
A multirow field may not be used as a searchable index and are grayed out in the left pane.
Controlling search results
Notice several checkboxes in the lower left corner of the Search tab:
- disable "edit a copy of this data record?" from search results? - selecting this option prevents the user from launching a new eForm prepopulated with the data from any search result.
- disable "retrieve" from search results? - selecting this option prevents the user from viewing the generated document associated with any search result.
- enable "export csv" from search results? - selecting this option allows the user to download the data in CSV (comma separated value) format from any search result.
There are further controls that apply to searching in the Security tab, discussed later in this chapter (link).