Search - Documnet List Field - Global
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Searching via the Document List User Fields
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enables users to locate forms or documents based on specific entries in
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document list user fields on a form. This feature is designed to improve precision and flexibility in advanced searches.
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Key Features:
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Doc List User Fields are now available under User Fields in the Advanced Criteria section.
Users can add these fields to any search query for enhanced filtering.
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Note: this is not available in the Publication Space Search. |
Where to Find the Document List User Field
Click on +More Criteria.
Scroll down to “User Fields” section.
Selected your document list user field (in this example our document list user field is called Related).
The results
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will
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return the forms or rows in a list table that
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contain the document list field that
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matches the criteria set.
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Operator Support
What Operators are Supported
The following operators are supported:
Equals: Matches exact values in the doc list.
Contains: Finds forms or documents containing one or more specified references.
Does Not Contain: Excludes items with one or more specified references in the doc list.
What is the Input Structure
Accepts form references or document numbers as input, with flexible formats for multiple values:
Space-separated:
ref#0001 DOC101Comma-separated:
ref#0001,DOC101Comma with space:
ref#0001, DOC101Space, comma, space:
ref#0001 , DOC101
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What is the Search Logic
Finds forms or documents that contain the input values within their doc list field.
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
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Searches are Supported
Supports wildcard searches (e.g., RFI* to find all matching items).
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