The following pages have been updated to reference changes in GlobalSearch 6.3.
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How to configure Google Workspace provider authentication (Square 9 Support Knowledge Base) — Provider authentication allows Square 9 products to leverage 3rd party providers to handle user authentication. To give your Google Workspace users the ability to leverage their Google login for accessing GlobalSearch, administrators can follow this guide.
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Annotate Document (GlobalSearch) — A common ask in approval workflows is to stamp a document approved when the document has completed the process. Live Fields solves this problem by calling the GlobalSearch API to add a new annotation to the active document. This is an advanced example designed to illustrate the power of Live Fields as a feature.
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Sum Table Field Values (GlobalSearch) — Calculating total amounts from tables is often required when integrating with ERP systems. Using live fields to perform this task (versus a GlobalAction workflow or SQL job) gives the user instant visibility, versus allowing those calculation to happen behind the scenes. Using a Live Field also is a more supportable approach versus a SQL task, removing dependencies on external factors.
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Row Level Calculations In Tables (GlobalSearch) — In some cases, it can be helpful to be able to perform calculations in the rows of tables. Live Field rules allow for complete access to the row/column details of table data attached to a document. In this example, we calculate the Extended Amount bases on Quantity and Amount fields in a row.
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Enable Key Free Indexing By Default (GlobalSearch) — Enabling Key Free automatically when a document is opened is helpful in certain indexing scenarios. A simple rule can be defined to trigger Key Free when the viewer is opened. Note that this behavior is equivalent to the user clicking the button themselves.
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Open Table Fields By Default (GlobalSearch) — Live Fields have access to the DOM, and can trigger events within it. In some cases, it can be helpful to users if the Table Field Indexer is open by default. A very simple script can trigger this behavior.
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Identify Logged In User (GlobalSearch) — GlobalSearch uses a cookie to store the logged in user for the current session. For any number of reasons, you may wish retrieve that user’s login name. Using a Live Field, that data can be easily accessed and become accessible.
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Reason Code On Open (GlobalSearch) — In scenarios where security is paramount, customer may want to force users to provide details on why they are accessing a document. Use this script to force users to provide a reason for accessing a document when opening.
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Warn on blank field (GlobalSearch) — Use this script to warn a user when a specific field on a document is blank. In many workflows, the required attribute of a field may not be practical to implement, but users still need to be aware when the field is left blank. The document in its original state may not have the required data, but at some point in the workflow it should be added, and users should be notified of such a condition.
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Geolocation (GlobalSearch) — Collection of latitude and longitude from the client’s browser is a common theme in modern applications. While the user must allow location identification in their browser, when enabled, it can be helpful to track where users are. The example tracks the latitude and longitude of each save operation to a multi-value field.
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Live Fields (GlobalSearch)
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Resolved Issues (GlobalSearch)
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Advanced Links (GlobalSearch)
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Extending the Sample Expressions list (Square 9 Support Knowledge Base)
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What's New 6.3 (GlobalSearch)
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Regular Expressions for Fields (GlobalSearch)
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Configuring GlobalSearch to filter AD Users and Groups (Square 9 Support Knowledge Base)
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Permissions Expectations (Square 9 Support Knowledge Base)
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Prerequisites for installation - 6.3 (GlobalSearch)
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Version 6.3 (GlobalSearch)
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User Settings (GlobalSearch)
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Create Square 9 Groups (GlobalSearch)
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Manage Users and Groups (GlobalSearch)
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Manage Data XChange Sources (GlobalSearch)
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Quick Start Application Builder (GlobalSearch)