Search Document List User Field

Search - Documnet List Field - Global

This update introduces the ability to include Document List User Fields in search criteria, enabling users to locate forms or documents based on specific entries in doc lists. This feature is designed to improve precision and flexibility in advanced searches.

Key Features:

Doc List User Field in Advanced Criteria

1. Doc List User Fields are now available under User Fields in the Advanced Criteria section.

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

3. The results returned will be the forms or rows in a list table that has the document list field that match the criteria

Operator Support

Supports the following operators for filtering:

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.

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

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.

Wildcard Support

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