Configure the "Result list" dialog in the Result pane.
A result list in the Web Client is set up like a table. One hit is shown per row. The fields form the columns.
To shift a field in the result list to the left in the Web Client, drag it one position higher here. To shift a field to the right, drag it lower.
If fewer fields are needed for a result list, you can hide them by clicking once on the eye symbol.
Click Sort Order: Change to specify the order of the hits.
Change the label if a different description should be displayed as the field name in the dialog. An example with the "Document Number" field: For the invoice department, enter "Invoice number" as the field name, for goods receipt enter "Delivery note."
The result list functions are available in the Web Client.
Index dialog
The index dialog opens, for example, if the user selects Modify index entries in the context menu of an archived document. Please note that users require the profile permission "Edit" in order to modify index entries.
Click on a field to change the properties of the field in the index dialog.
Validation
Enable validation to ensure that index entries are plausible or spelled correctly. Select a web service based on REST from the list. To connect a new web service with DocuWare, switch to the Web Services module.
Index Dialog Field Properties
The following field properties in a store dialog can be configured:
Field name in the dialog
Change the label if a different description should be displayed as the field name in the dialog. For example, the "Document Number" field can be labeled with "Invoice number" or "Delivery note number" for different departments.
For columns of table fields, "Column name in dialog" is displayed here.
Required
Mandatory fields ensure that all important index information for a document is entered. Store, search, and index dialogs can each have their own mandatory fields. An index field therefore can be both mandatory and optional within a file cabinet.
Note: If a field is hidden in the dialog, the required field option is automatically disabled.
Field mask
A field mask makes it easier to enter long telephone numbers or date formats. You can create a new field mask in the DocuWare configuration under Indexing Help.
Create ... select lists
The select lists for your organization can be enabled for this field. New select lists are created using the plus symbol.
Assign select lists to a field
Select lists provide terms for search words or index entries in the Web Client. New select lists can be created under DocuWare Configuration > Indexing Help > Select Lists.
The select lists are assigned to the fields of search dialogs, store dialogs, and index dialogs in the File Cabinets module of DocuWare Configuration:
Select lists type
A select list can be a single-column or multi-column type of table. The table type decides whether a select list can be filtered or not.
Single-column select lists cannot be filtered; the default select list is an exception.
Multi-column select lists can be filtered. This means that only entries that match entries in other dialog fields will be shown in the select list.
If you enable a multi-column select list, only this select list can be used for the field. Other select lists are automatically disabled.
Select list type
There are three types of select lists: internal, fixed, and external.
Internal select lists are generated by the system. An individual default select list is automatically available for each field. This list contains all entries that have so far been entered into this field.
Fixed and external select lists are based on data from sources outside DocuWare. Sources can be databases or simple text files.
A fixed select list is imported once into DocuWare and stored. It can be quickly accessed.
External select lists are retrieved with each entry to the field. The advantage is that the status of the external select list is always the same as the source.
For a date and a number field, please always select an external select list.
Select list only
Enable this option if the field only needs to be filled with entries from the select list. This avoids different spellings and typing errors.
Configure filter
A filtered select list can offer index entries depending on entries in other fields. Filtering is configured differently depending on whether you filter the default select list or a multi-column select list:
Default select list
In order to configure the filter for the default select list, all other fields of the current store dialog are available. Enable one or more fields so that the default select list matches the entries in these fields.
Multi-column select list
So that a fixed or external select list can be filtered, it must exist as a multi-column table.
Firstly set under Column to be used above which column of the table needs to be used as the select list for the current field.
Then determine the conditions for filtering.
On the right you can select all the fields of the current store dialog. Define one.
Then select on the left the column of the external table with the entries for this dialog field.
Here is an example for Filtering multi-column select lists.
The user can enable or disable filtering in the Web Client.
Filtering for index dialog fields is disabled by default in the Web Client. This means that the entire select lists are available for the fields. The user can enable filtering with this option. The select list for this field will then be dependent on the entries in other fields.