Configure Custom Views

Create custom views to group the results of a search into separate tabs based on a specific field value. This is very beneficial in scenarios where a Status field is applied or where documents are identified by type. Index fields that are drop down lists are great candidates for views.

Enabling and Configuring Views

You must be an administrator to enable and configure view.

1. Navigate to the GlobalSearch Administrator page by click the Lock ( ) icon and selecting Administrator ( ).

2. From the left pane, select Archives ( ).

3. If you have multiple databases, select the database that contains the archive in which to create the views.

4. Next to the archive, click the Ellipsis ( ) and select Views ( ).

5. Click Enable Views.

6. Select the Status Field from the list of available index field. This will be the field that contains the data that will be used to sort your search results onto the tabs.

7. The View List can be populated manually, using the values in the list for the selected field, or both.

   1. Load From Field List ( ) - Click Load From Field List to populate the View List with the values of the list linked to the selected Index Field. If the selected field is not a list, this option will not be avaialble.

      

   2. Manually Entry - Click the Add View to manually add a tab.

      

      1. Label - The label is what appears on the view tab across the top of the search results page. This can be any value.

      2. Value - This is the value in the selected index field that must be matched for a document to appear on this tab. It is importat that this value matches what is present in the index field for a document to appear on this tab. This is NOT case sensitive.

      3. Color - Select the color of the circle next to the tab label that appears. Click the color box to change the color.

8. Click Save.

Speciality Tabs

Only documents who index field value in the Status Field selected matches one of the values in the View List will appear when a serach with Views enabled is run. If the field is blank or does not contain one of the values in the view list, that document will not appear when a search with views enabled it selected. There are 2 additional tabs that can be created to help combat this issue.

Blank Tab

Gathers all documents that match the search criteria on a single tab that contain no data in the index field selected as the status field.

1. Click Add View.

2. Assign a Label.

3. Leave the Value empty.

4. Select a Color.

5. Click Save.

All Tab

Lists ALL documents in the archive that match the search criteria on a single tab.

1. Click Add View.

2. Assign a Label.

3. Enter an Asterisk * as the Value.

4. Select a Color.

5. Click Save.