The Human Resource practice area is organized by Document Categories which appear as tabs across the top of the results grid. Within these categories, documents are further classified by their Document Type. This allows users to easily identify the document type they are looking for within each of the categories.
GlobalSearch C2 for Business Essentials uses a feature called Dynamic Picklists to to make this process easier by limiting the available Document Types presented to the user depending on which Document Category they choose. So if you chose Onboarding for example as your document category, you would not see the option for a Healthcare Registration Form. You would only see that form if you selected Health Benefits for your Document Category. This not only makes indexing documents much easier for the user, it also enforces the filing of records into the correct Document Categories which is highly beneficial.
Customizing Dynamic Picklists is different then changing a value in the Accounts Payable archive given this relationship between the two fields. In this section we will review changing a Document Category, editing a Document Type and finally updating the way tabs are displayed in the Search Results based on the changes made to the field.
Changes to the HR Category returns different options for document type
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