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  • How do you configure a field to select from a list of possible values?

How do you configure a field to select from a list of possible values?

by dwilder / Wednesday, 28 February 2018 / Published in Indexing & UI

How do you configure a field to select from a list of possible values?

Created OnFebruary 28, 2018
bydwilder
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List fields are populated using a text file or database field containing the values for that list. The text file scenario will be described first.

To configure a list field, go to the Index tab in the Job Options. Create a list field by selecting “List” for the field type and give it a name. In the “List File/Field” setting for this field, put the full path or UNC to the text file containing the list or click “Set” to browse to the file. If you have not created a file, you can put the path where you want the file stored here and click the “Edit” button. This will open the file in Notepad; new files will prompt you to create them.

On each line of the text file you will put one of the possible values that you want to be able to select from while you are indexing with SimpleIndex. You can copy this information from another source and paste it into the text file.
Save the file in Notepad and close it. The List field is now configured!

To use a database field, your configuration must be connected to a database using the settings on the Database tab. Any fields defined as “List” on the Index tab that have a corresponding field mapped on the Database tab will use the unique values from that field to populate the list.

You can check “Only allow values in list” to disallow users from entering a value not in the list.

Once the List index field is configured properly you can select the values from a drop down after scanning that appear in the main SimpleIndex window while indexing. It also makes the field autofill the closest match from the list based on the characters that you type in that field.

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Tagged under: Automatic Indexing Software, CSV, Database, Database Autofill, Document Automation, Document Retrieval, File Indexing, Keyword Indexing, Metadata, MS Access, MySQL, ODBC, Office PDF Document Indexing, Oracle, Scanned Document Indexing, Server OCR, SharePoint Scanning, SQL Server, Workflow, Workflow Software

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