Home → Using LincDoc 3.1+ → eForm Administration → Configuring Search Options
7.11. Configuring Search Options
The Search tab is used to configure various options that will be available to end users when they search for documents within a repository.
Note: Searches are actually performed by choosing an eForm or Document Package from the form selection drop-down list and clicking the Search button.
Proceed to one of the sections below for more information:
Once search options are defined for an eForm or Document Package, users can search for specific documents as described in Searching for Generated Documents.
Defining Searchable Fields
You can choose up to five fields that can be used to help define filter criteria when a user searches the eForm or Document Package repository for previously generated documents. The order of the search results columns will mirror the order defined on the Search tab, as described below.
Note: Adding or removing index fields will result in a global change to all users who can search the form.
- If necessary, select your eForm and access the Admin dialog box.
- From the Admin dialog box, click the Search tab.
This tab contains two lists. The list on the left side of the tab (the available search indexes list) displays all fields in your current eForm or Document Package. The list on the right side of the tab (the current search indexes list) displays all fields that have been selected as search filters. By default, this list is initially blank (as shown below). - In the available search indexes list (on the left side of the tab), select the field you want to use as a search filter.
The field is highlighted.
Note: A multI-value field may not be used as a searchable index and will be grayed out in the left pane. - Click the add button.
The selected field is added to the current search indexes list (on the right side of tab). Once added to this list, the field is searchable. In the following example, four fields have been selected as search filters. - If you need to remove a field, you simply reverse the adding process by selecting a field in the current search indexes list (on the right side of the tab) and clicking the remove button.
The field is removed from the current search indexes list and is no longer grayed out on the available search indexes list. - Repeat step 3 through step 5 for all fields you want to use. You can select up to five fields for use as search filters.
- Once you have defined all of your search filter fields, click save.
Controlling Search Results
Several options are present in the bottom left corner of the Search tab. These options allow you to control certain aspects of the search feature.
The following options are available:
- disable "edit a copy of this data record?" from search results? When selected, prevents the user from launching a new eForm or Document Package pre-populated with the data from any search result.
- disable "retrieve" from search results? When selected, prevents the user from viewing the generated document associated with any search result.
- enable "export csv" from search results? When selected, allows the user to download the data from any search result in a CSV (comma separated value) file.
Tip: There are additional controls that apply to searching on the Security tab. For more information, see Using Form Security.