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To eliminate any user confusion, the indexing suggestions are off by default. Refer to the end user documentation on User Settings for more details on feature usage.

Live Fields

Live Fields allows an administrator to leverage Javascript to extend the capabilities of GlobalSearch. This is a viewer feature, meaning scripts for live fields execute when a user views a document in GlobalSearch. Similar to component rules in GlobalForms, Live Fields allows for almost limitless extensibility and exposes a number of helper methods to assist in that task. Use live fields to trigger user driven workflow tasks with notifications and alerts, perform automatic calculations, update field data, and whatever other creative tasks you dream up. Limited only by your imagination, Live Fields is an advanced feature, and is recommended for administrators that have some knowledge / experience with Javascript. For those less familiar with the technology, Square 9 offers a growing library of “Copy & Paste” options for common tasks.

Some examples of what live fields can do for users:

  • Check to see if a field is blank and display a browser pop-up alert to warn the user.

  • Set a specific field value. Pull values from external, web accessible data sources. Calculate totals from table fields.

  • Count the number of times a document has been viewed.

Review the Live Fields administrators guide here for more details.