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Capture Server Pro - Field Styles

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Dan Boyher
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There are a variety of styles you can display your indexing fields as that have different configuration options.

For more information on setting up your index panel, see the Index Experience Best Practices Article (Under Construction)

NOTE: If a repository has fields that correlate to these, they will often have their style automatically set when the destination is configured.

Choose a field below to see it's description and configuration:

All Fields

There are a few common configuration options for all fields.

  • Label - The field's display name
  • Visible - Determines whether the field can be seen by users in the Index Panel
  • Enabled - Select whether a user can manually edit the field in the index panel

Lookup Fields

A drop-down list box that allows only one option to be selected, with available choices provided by an External Source Lookup indexing behavior.

NOTE: This field style requires you to have a source configured.

Additional Configuration Options

  • Allow Fill-Ins - Allows users to enter values that do not appear in the list

Boolean Fields

A single checkbox that offers a yes or no choice based on whether the box is checked.

Checkbox Fields

A choice between two or more options that allows multiple options to be selected, with available choices provided by an External Source Lookup indexing behavior.

NOTE: This field style requires you to have a source configured.

Additional Configuration Options

  • Allow Fill-Ins - Allows users to enter values that do not appear in the list

Currency Fields

A text box that allows numeric values, with buttons to increase or decrease the value by .01.

Additional Configuration Options

  • Decimal Places - Type the number of places you want the value to be limited to
  • Culture - Select the formatting culture for decimals, commas, and the currency symbol

DateTime Fields

A text box that allows date and time values, with a button that presents a calendar that you can use to pick a date and another button that presents a list of times.

Additional Configuration Options

  • Date Only - Chooses whether the field allows only dates or dates and times
  • Culture - Selects the formatting culture

Drop Down Fields

A drop-down list box that allows only one option to be selected, with available choices provided by an External Source Lookup indexing behavior.

NOTE: This field style requires you to have a source configured.

Additional Configuration Options

  • Allow Fill-Ins - Allows users to enter values that do not appear in the list
  • Allow (None) As Option - Allows users to leave the field blank

MultiLine Text Fields

A scrollable text box that allows values that can contain multiple lines of text.

Additional Configuration Options

  • Number of Lines - Type the number of lines that you want to display in the field without scrolling

Number Fields

A text box that allows numeric values, with buttons to increase or decrease the value by one.

  • Decimal Places - Type the number of places you want the value to be limited to.

Radio Button Fields

A choice between two or more options that allows only one option to be selected, with available choices provided by an External Source Lookup indexing behavior.

NOTE: This field style requires you to have a source configured.

  • Allow Fill-Ins - Allows users to enter values that do not appear in the list
  • Allow (None) As Option - Allows users to leave the field blank

Term Set Fields

A collection of related terms that are organized hierarchically, from which you can choose one or more values.

NOTE: This style is only available for managed metadata columns from SharePoint, SharePoint Online, or KnowledgeLake Imaging.

Text Fields

A text box that allows plain text values.

 

 

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