Indexing Multiple and Single File Fields

Revision as of 08:21, 30 May 2019 by Mark Bridger (talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Revision as of 08:21, 30 May 2019 by Mark Bridger (talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

The Custom Field Type: Upload - Multiple Files Storage supports the file index feature. Using this feature provides the ability to search documents attached to the field (subject to the user having permission to access the field).

Contents

File Types Supported

  • When you add a document to this file you must make sure that the document can be indexed for searching. The following types of documents are supported: Microsoft Word and Excel, Adobe PDF, HTML and RTF files.

Ensuring that PDF Files are searchable

  • If using PDF you must ensure that the files are text-searchable. You can test for this functionality by opening the file with Adobe Acrobat Reader and ensuring that the Select Text tool can be used to select text from the file.

Indexing after uploading

The indexing function takes place when the file is first uploaded, so if you decide to index a field after files have been uploaded you must re-index the field.

Use the following steps to index the field:

1. Locate and edit the desired Upload - Multiple Files Storage Custom Field.

2. Click the File Index toggle under File Options.

3. Click the Save button.

4. Click the File Index button in the action bar.

5. Click Re-index all files in this field now!

6. Click Save.

Disabling a File Index

If you wish to disable the File Index function and no longer make attached files searchable use the following steps:

1. Locate and edit the desired Upload - Multiple Files Storage Custom Field.

2. Click the File Index button in the action bar.

2. Select Remove index from all files in this field now!.

3. Click Save.


See Also