Capture Server Pro - Automatic Indexing Behavior

Automatic Indexing behaviors use key fields to populate the values for other metadata properties. When an indexing user types a value for the key field, the values for the associated set fields are automatically populated based on the values in an external source.

Considerations

• To utilize this behavior, you will need to have a Source configured. You can find instructions on how to do this in the Configuring a Source article (Under Construction)

Configure Automatic Indexing

1. Go to the Capture Server Home page.
2. On the Home page, click Connections.
3. On the Connections page, click Destinations in the navigation panel on the left side of the page.
4. Click the name of the destination with the content type that contains the indexing field that you want to edit.
5. In the destination’s content type list, click the name of the content type that contains the indexing field that you want to edit.
6. On the content type’s field list, expand the row of the indexing field that you want to edit by clicking the Expand button ().
7. On the Behaviors tab, click Add a Behavior or click the Edit button () next to the behavior that you want to edit.
8. If you are adding a new behavior, on the Configure a Behavior wizard’s Welcome page, select Automatic Indexing from the behavior type list, and then click Next.
9. On the Configure Automatic Indexing page, configure the behavior.
   1. Select the external data source from the Source
   2. Select the database table from the Choose a Table
   3. In the Key Field row, select the database column from the Database Fields list that you want to compare the key field’s value to.
   4. Click Add a set field.
   5. In the Set Fieldrow, select a set field from the Content Type Fields list and then select the database column that you want to provide the set field’s value.
   6. Repeat the previous two steps for any additional set fields that you want to add.
10. When you have finished configuring the behavior, click Save.