PVC - Add/modify index fields

Owned by Jeremy Berlanga
Oct 08, 2021
3 min read

To add or modify index fields, use the following steps:

  1. Open PVC Admin Console

  2. Open the job that needs index fields modified

  3. Check out the job so that you can make changes

  4. Select the step that needs index fields added

    1. Index fields can be added on any step, but note that if users are to index, an indexing license is required when accessing the batch at the designated step

      1. Example: Index field “Scan Date” is assigned at the Capture step and requires users to manually index the scan date. This would require the Capture and Index licenses

  5. Under the step properties, navigate to Indexes and select the 3 dots

     

  6. The Index Configuration will open and index fields can be added, removed, and modified

    1. Note the Index Type under General

       

      1. Depending on what is chosen for index type, this will restrict users as to what type of index data can be input.

        • If users need to only index a number, then index type of number should be selected

        • Text type will accept Letters, numbers, special characters, etc. so if unsure, can leave as Text

    2. Custom Code can be applied to a specific index field, such as being auto-populated with a specific value, Match and Merged against a table, etc.

      1. Under Custom Code Events, decide when the custom code should fire, either Index Populated or Index Validate, and select the 3 dots

      2. The custom code window will appear and allow editing for the index field

    3. A drop-down list can be configured for fields

      1. With the field selected and in properties of the index field, navigate to Predefined Index Values

         

      2. Add new values will add values that users can select when populating the field

      3. Auto-complete will auto-complete the value that the user is typing based on what is defined in the drop-down list

      4. Force Predefined makes it so only the drop-down values can be chosen when populating the index field

  7. There are several other things that can be applied for index fields. If additional information is needed, be sure to review the admin guide to see what is available

  8. Once finished, be sure to check the job back in to save all pending changes

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