Add index fields to a virtual folder

Index data fields are references to items such as a document, web page or image to be added to your virtual folder at runtime.

You can define, update and delete index fields for a virtual folder item. Define the Index fields at design time to manipulate the content of a virtual folder at runtime. For example, define the index field called DocumentType; when adding your item to the virtual folder at runtime, you can define the type of the document as .doc file or a URL for TotalAgility.

Use index fields to search or filter case folders using the appropriate APIs. You can either use one or a combination of index fields to filter your search. For example, John Watkins is a case officer for the Department of Community Affairs. He logs in to the Case Management system to retrieve a particular case where Case Name = Bill Gates, Type of Case = Appeals, and Case Status = Initiated. He can filter his search by using a combination of the following index data fields.

Index Data Field Type Display Name
CaseRefName string Case Name
CaseOfficer string Case Owner
CaseType string Type of Case
Status string Case Status
  1. Enter a Name for the index field.
    Note A name is the field ID. A name can be alphanumeric but must start with a letter. For example, CaseOwner123.
  2. Enter a Display Name to display at runtime.
  3. On the Type list, select the data type.
  4. Click Add Add.