Review M-Files on G2 & get a $25 gift card Arrow right Review us!

Options
  • State Suggested Answer
  • Locked Locked
  • Replies 5 replies
  • Answers 3 answers
  • Subscribers 13 subscribers
  • Views 1626 views
  • Users 0 members are here
Related
This discussion has been locked.
You can no longer post new replies to this discussion. If you have a question you can start a new discussion

Change search settings

Adam

Hi all,

Some client contacted me about changing the search settings in her vault.

The customer claimed that there are shipping certificates whose numbers are exactly the same as the identifiers of documents that are in her system and are not related to the shipping certificates at all.

The client's request is :

In a search line in the vault, no results will be obtained regarding document identifiers at all,

Results will gets only by document name or other elements that are not related to the document ID.

Is there an option to setting this on M-Files?

Parents
  • 0

    If the view approach cannot be used, then another option is to search from the "Name or title" field instead of using the quick search. This takes a couple more clicks from the user but would only search the name.

  • 0 in reply to Joonas Linkola

    This is a great idea but as you said it's takes couple of clicks.

    Please let me know if you find a shorter solution for this problem.

    Anyway, thank you so much for your help.

  • 0 in reply to Adam

    If you can affect the naming of these documents, one possible solution would be to use an automatic title for the class which would have some prefix for the certificate number. In this simple example the user would enter the number in the "Certificate number" field and M-Files would automatically calculate the document name as "SC<Certificate number>".

    After this it would be easy for users to search for "SC123" when looking for this shipping certificate. The search would only return this document since the identifier SC123 is unique.

Reply
  • 0 in reply to Adam

    If you can affect the naming of these documents, one possible solution would be to use an automatic title for the class which would have some prefix for the certificate number. In this simple example the user would enter the number in the "Certificate number" field and M-Files would automatically calculate the document name as "SC<Certificate number>".

    After this it would be easy for users to search for "SC123" when looking for this shipping certificate. The search would only return this document since the identifier SC123 is unique.

Children
No Data
M-Files
M-Files Support


© 2024 M-Files, All Rights Reserved.