A Multi-Value Search in the GlobalSearch desktop client is used when working with documents that share a “many-to-one” relationship, such as a bill which covers multiple invoices. For example, if a user is not sure how a customer’s name had been entered into a Field, the user can type in two or more versions of the customer names, which would appear as a drop-down list. With a Multi-Value Search users can even paste values from their spreadsheet application into a Search in the GlobalSearch desktop client. The Search values must be concatenated with the OR operator.
While used in the GlobalSearch desktop client, Multi-Value Searching is not supported in browser-based GlobalSearch or File XChange. Instead a Multi-Value Search runs as a regular Search where the user can only enter one value.
- Configure a Multi-Value Field in the Field Catalog.
Note that Multi-Value Fields cannot be configured as the parent level of a Dynamic Pick List. Multi-Value Fields display in the order entered, not sorted in any way. - Assigned the Field to the selected Archive.
- Create or edit a Search for the Archive, click Advanced, and in the Options group, enable Multi Value Search.
- Click Save.
This Field will now display with multi-value properties in the desktop client Document Viewer for all document in the Archive. Users can enter multiple values into the single Field when indexing a document.
Because of the nature of the Field, Multi-Value Fields will not sort in the Search Results Document List.
Example: Create a Search for the AP Department
Create a Search for the Accounts Payable department, where a single purchase order may be tied to several invoices representing multiple shipments. Enable Multi-Value Field support for the desktop client, so that the AP clerk can now run a search against the Invoice Number Index Field using any one of the invoice values represented.