Editing the Index Data of Folders and Registers

enaio® client 9.10 »

Folders

On a folder hit list, you can change the index data of folders.

The administrator can specify that the index data of folders or individual fields cannot be edited.

To edit the index data of a folder, follow these steps

  1. Start a folder query from the object search (see 'Searching for Folders').

    The result window with the hit list will open.

  2. Select a folder from the hit list.

  3. Click Index data > Edit index data in the HIT ribbon tab.

    The data sheet will now open.

  4. Title: enaio® client

  5. Enter the changes.

  6. Click Save.

The index data will be edited, and the hit list refreshed.

If another user changes the index data after you opened the data sheet, the corresponding message will be shown. You will need to reopen the index data if you want to make changes.

You can edit the index data of multiple folders simultaneously. If you select the folder and open the index data, an empty data sheet is displayed. The index data will be displayed for fields that have identical indexing. Fields that you do not edit will not be changed.

If you enter values in a field, the index data of all folders will be overwritten with these values. If you enter values beginning with a '+' in the fields, the new values will be appended. Values with a leading '&' are placed before the existing index data.

The index data will be deleted if you enter a '-'.

To make changes in batch mode, you will need the 'Client: Execute changes in batch mode' system role. When editing the index data of multiple folders at one time, mandatory fields, key fields, and read-only attributes will be ignored. Data in tables cannot be modified. Add-ons will also not be run. If you enter a value beginning with a '+' or '&', the value will only be appended to empty fields.

Registers

On the register tab of a data sheet, you can change the index data of registers. You can open the tab of a data sheet and change the index data using a register query, a document query, and the content area of a folder window.

The administrator can specify that the index data of registers or individual fields cannot be edited.