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 |
-
Enter a
Name for the index field.
A name is the field ID. A name can be alphanumeric but must start with a letter. For example, CaseOwner123.
- Enter a Display Name to display at runtime.
- On the Type list, select the data type.
- Click Add .