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Searching via the Document List User Fields enables users to locate forms or documents based on specific entries in document list user fields on a form. This feature is designed to improve precision and flexibility in advanced searches.

Users can add these fields to any search query for enhanced filtering.

Where to Find the Document List User Field

1. Click on +More Criteria.

2. Scroll down to “User Fields” section.

3. Selected your document list user field (in this example our document list user field is called Related).

4. The results will return the forms or rows in a list table that contain the document list field that matches the criteria set.

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What Operators are Supported

The following operators are supported:

1. Equals: Matches exact values in the doc list.

2. Contains: Finds forms or documents containing one or more specified references.

3. Does Not Contain: Excludes items with one or more specified references in the doc list.

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What is the Input Structure

Accepts form references or document numbers as input, with flexible formats for multiple values:

1. Space-separated: ref#0001 DOC101

2. Comma-separated: ref#0001,DOC101

3. Comma with space: ref#0001, DOC101

4. Space, comma, space: ref#0001 , DOC101

What is the Search Logic

Finds forms or documents that contain the input values within their doc list field.

1. Example: Searching for DOC101 in the doc list field will return forms or documents where DOC101 is listed in the doc list.

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Wildcard Searches are Supported

Supports wildcard searches (e.g., RFI* to find all matching items).

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