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If you plan to modify an existing application, ensure that there are no open sessions or PID’s against the application otherwise you will get an error. Review https://casoinc.atlassian.net/wiki/spaces/3081240721/pages/edit-v2/3087761417/ ApplicationXtender - Admin - Clear PID Table .
Log into your administration console. For this case, we’ll be using the new ApplicationXtender Admin console.
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To the right pane of the editor, you can fill in the following details:
Field Name - Displayed on the UI and search criteria.
Data Type - the type of the field
Learn more about the data types below.
Length - Specify the field length of maximum amount of characters or digits.
Format - Only applies to specific data types such as date, currency, SSN, etc.
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Once you’ve made all the changes, click “SAVE” at the bottom of the page to apply your updates.
Field Data Types
Data type | Available conversions |
|---|---|
Currency | Decimal/Numeric, Integer, or Text |
Date | Time Stamp or Text |
Decimal/Numeric | Integer, Currency, or Text |
Integer | Decimal/Numeric, Currency, or Text |
SSN | Integer or Text |
Telephone | Text |
Text | Anything but Boolean Choice or User-defined |
Time | Time Stamp or Text |
Time Stamp | This field becomes read-only and is populated with the date and time the document was imaged. |
Zip Code | Integer or Text |
User-Defined List | A list of choices/items that are configured by the administrator. Learn more about User-Defined lists below. |
Field Flags
You can apply flags to the field to change the beheavior and functionality of that field.
Flag | Description |
|---|---|
Required | Requires a user to enter data in this field. |
Search | Enables this field for searching. |
Read-Only | Protects this field from being modified. |
Doc Level Security | Enables or disables user access based on the contents of this field. |
Part of Unique Key | Requires unique data in this field for each document. |
Dual Data Entry | Requires a user to enter this data twice as a validation measure. |
Key Reference | Used for key reference file indexing. If you set this field, you must also define at least one Data Reference field. If you select this, a new tab Key Reference File appears. After you have created an application with this Key Reference flag, you cannot clear it while modifying an application. |
Data Reference | Used for key reference file indexing. If you set this field, you must also define a Key Reference field. If you select this flag and if there is no Key Reference File tab, a new tab Key Reference File appears. When an application is created, you cannot clear the Data Reference flag while modifying an application. |
Auto Index | Populates the index of document from imported data. If you select this, a new tab Auto Index File appears. |
Validation Mask | Creates and sets a template format for this field. If you enable Validation Mask for a text field when defining your index fields, the Format text box is enabled so that you can create a mask. AppEnhancer supports input validation and field display masks. |
Leading Zeroes | Preserve leading zero characters in an integer field. |
Hidden | Designates a field as hidden. You cannot apply the Required, Doc Level Security, Part of Unique Key, Dual Data Entry, Key Reference, or Auto Index flags to any hidden fields. |
Validation Masks
To enable only this format | Enter this in the field validation mask dialog box |
|---|---|
Any two alphabetic characters and four numbers | aannnn |
A plus or minus sign, two numbers, a space, and three numbers | xnnznnn |
Letter A followed by five numbers | Annnnn |
Two numbers, a hyphen and an alphabetic character | nnxa |
User-Defined Lists
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| Note |
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Performance Impact A large number of items (more than 400) in a user-defined list adversely affects performance. For example, if an application has three user-defined list fields, each of which has 200 items, then the effect is equivalent to having one user-defined list field with 600 items. |
Character Limit
Each item can contain up to 132 characters.
You can add an unlimited number of items to the list of choices that can be picked when indexing or searching a document within the application.
When you click “ADD” on the new index field, you will be presented with the dialog below.
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Adding Items
Enter the name of the item.
Click “ADD”.
Repeat for each additional item you wish to add.
When finished, click “Ok”.
Importing
Import File Format
The format of the file must be a CSV with a newline terminator at the end of each item you’re wanting to add.
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click IMPORT
click Choose File to browse and select a file for import.
Re-Ordering
Select the item in the list.
Click the corresponding button that’ll move the item.
Move to Top - Moves item to the top of the list.
Move Up - Moves item up the list.
Move Down - Moves item down the list.
Move to Bottom - Moves item to the end of the list.
Sorting List
Click “SORT” button next to the search field on top of the list table.
Select Ascending, Descending or original ordering.
Click “Ok”.