Data captured in a form can be used to populate DocuWare index fields. In the Indexing tab of a form's configuration, you map the index fields of the store dialog with the form's fields.
In DocuWare, index fields that are marked as mandatory must be filled out by the person filling out the form before the form can be submitted.
If an index field is set to read only in the store dialog or at field level, this field is not displayed here because no new entries are possible.
Choose your fill mode for each field:
Source
Web Form Field
The index field is filled with an entry from a Web Form field. Select a form field via the Value dropdown.
The Value dropdown is based on the type of index field:
For an index field of the "Number" type, the form does not offer a text element.
A "Keyword" index field is suitable for a "Checkbox" form field, as only a keyword field can manage several index entries.
The file cabinet field "Decimal number" is only filled with a form field "Number."
The file cabinet field "Date/Time" is only filled with a form field "Date."
When you link a form field File attachment to an index field, the name of the attached file (with extension) is entered as an index value. If several attachments are available, the file names are separated from each other with semicolons. If the file cabinet field is a keyword field, each file name is used as a keyword entry.
If a select list with "Only entries from select list possible" is enabled for an index field, ensure that the user can only make entries from the select list when filling out the Web Form. Otherwise, problems can occur storing the form.
A table can only be indexed with an index table of the store dialog.
Tip: Use the same field types and field names for the tables in forms as in the index table of the store dialog. Then all columns with matching names and types are automatically assigned here by clicking on Assign columns.
Attachments are saved with the form as a DocuWare document in their original format.
Fixed Value
Enter a text to be used to automatically fill out the index field. You can quickly find a form in the file cabinet again with fixed values such as "Document type: Form."
If a select list is enabled with "Only entries from select list possible" for an index field, DocuWare offers the select list entries as fixed values for the filling process.
Note: The document name of the stored form in DocuWare does not necessarily correspond to the title of the form. Which field's content is to be displayed as a document name is defined in the organization areas of DocuWare Administration under File Cabinet > Fields.