The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found.
The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.
To refine the search, you can use the following operators:
Type + in front of words that must be included in the search or - in front of words to exclude. (Example: user +shortcut –group finds shortcut and user shortcut, but not group or user group.)
Use * as a wildcard for missing characters. The wildcard can be used anywhere in a search term. (Example: inst* finds installation and instructions.)
Type title: at the beginning of the search phrase to look only for topic titles. (Example: title:configuration finds the topic titled “Changing the software configuration.”)
For multi-term searches, you can specify a priority for terms in your search. Follow the term with ^ and a positive number that indicates the weight given that term. A higher number indicates more weight. (Example: shortcut^10 group gives shortcut 10 times the weight as group.)
To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made. (Example: port~1 matches fort, post, or potr, and other instances where one correction leads to a match.)
Note that operators cannot be used as search terms: + - * : ~ ^ ' "
When testing a multi-page template library, it is important to know that only the
templates for the individual pages of the multi-page template can be tested, but not
the whole multi-page template on a multi-page document. You cannot perform a test
when the entire multi-page template is matched to a fixed multi page number PDF. Form Template Editor is a CSDK application, hence it is not concerned about multi-page templates.
Click Add test images option in the tree view to open
the Windows file Open dialog box.
Select the desired form image and click Open to load the
image into Form Template Editor.
The state shows Image added in Figure 1, and it can be expanded to show
an empty list of matching and non-matching templates, see Figure 2.
Figure 1. Test image added to treeview Figure 2. Test image empty template lists
Click the Library > Find match to check if any of the templates in your library matches the test
file.
The test image item must be selected for the Find
match option to be active.
If a matching template is found, Find match is
displayed next to the test image name and the Matching
templates list displays an expandable list of the matching
templates. The zones are also listed under the templates, see Figure 3. When you click on the name
of a matching template or any of its zones, the matching template image and
its zones are displayed. At this stage, zone content listed under
Text in the matching template zone list is
displayed as N/A.
Another way to find a matching template is to right-click on the test image
thumbnail in the treeview, see Figure 5.
Until a test image is matched, you can click Library > Extract Data.
This performs both a match and an
extract operation on the test image. The
Find match operation is relevant only for test
images.
Click Extract data to display field contents in the
Text column, see Figure 4.
Figure 3. Matching template zones Figure 4. Matching template data extracted Figure 5. Alternative way to perform Find match operation
The Export to CSV button becomes active if you click
on a matching template name.
Click the Library > Testing steps > Export to CSV button to open a Windows file Save As
dialog box, see Figure 6. You can save
the applied template to a comma separated text file.
Figure 6. Export to CSV file Save As dialog box
Exporting is only possible once data is extracted.
Click Edit > Quick edit to make modifications to the template zones, for example change
size or position.
The tool is enabled if one or more zones are selected on a matching template.
If you click Quick edit the original template zones
are displayed on the original template image with the corresponding zones
selected.
If there is no matching template library for the test image, No
match found is displayed on the item, Figure 7.
Figure 7. No match found for test image
In this case, data cannot be extracted or exported.
