How to add index fields

Index fields are data attributes or labels that you can assign to your documents or workspaces. For example, you can create index fields for a part number, cost, or supplier name. Administrator access is required to add index fields.

1. Go to Configuration > Index fields.

2. Click Add.

3. Enter the following key information:

• Index Field Name:  Field name for storage. Must have no spaces.
• Display Name: Name to display in Vistapoint.
• Namespace: Name to group index fields.
• Data Type: Number indicating index field type.
  • String = 202
  • Integer = 3
  • Real = 5
  • DateTime = 7
  • Boolean = 11
  • Numeric = 131
  • Date = 133
  • Time = 134
  • TimeStamp = 135
  • Currency = 6
  • GUID = 72
• Length: Maximum data length.
• Multivalue: If the value should be stored as multiple values. This should be used for long strings (greater than 256 characters).
• History: If the index field should be stored for each version.
• Displayed: If the value should be displayed in Vistapoint.
• Read-only: If the value should not be editable.

4. Select another row. Click Save.

5, Next, add the index fields to documents classes or workspace classes.