Search Related Documents List

This allows users to search for forms or documents based on their relationship to other forms or documents, providing a more precise and detailed search experience.

Where to Find the Related Document List Criteria

1. Click on +More Criteria

2. Under Standard Fields tick the checkbox for Related Document List.

What Operators are Supported

• Equals: Matches exact related items.

• Contains: Finds items containing one or more input references.

• Does Not Contain: Excludes items with one or more specified references as related items.

What is the Criteria Input Structure

1. Accepts form references or document numbers as input.

2. Supports multiple values with the following formats:

   • Space-separated: ref#0001 DOC101

   • Comma-separated: ref#0001,DOC101

   • Comma with space: ref#0001, DOC101

   • Space, comma, space: ref#0001 , DOC101

Search Logic

1. Finds forms or documents with relationships to the specified references:

   • Example: Searching for DOC101 in "Related To" will return forms or documents linked to DOC101.

2. Supports wildcard searches (e.g., RFI* or RL*).

Column Filtering

The related field can also be filtered using column filters. The same