Editing the Index Data of Registers

enaio® client • 10.10 »

You change the index data of a register in the index data form associated with the register. Open the index data form of a register via the hit list of a register or document search or via the content or navigation area of a folder window.

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

  1. Select a register in a hit list or in the content or navigation area of a folder window.

  2. Right-click to open the context menu of the register and click Edit index data – icon Edit index data.

    Alternatively, you can also click Index data icon Index data > Edit index data – icon Edit index data in the Hit ribbon tab or the Folder ribbon tab.

    The index data form of the register will open.

  3. The index data form contains tabs for the register and the folder in which the register is located. Enter the changes in the tabs and click Save icon Save.

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

If another user changes the index data after you opened the index data form, a corresponding message will be shown. You will need to reopen the index data form in order to make changes.

Functions in the Index Data Form

An index data form may contain various functions that make it easier for you to edit index data:

Icon Comment

Open index data form – Icon

Open

The register will be opened for viewing.
Index data form – Edit content – Icon

Edit content

inactive

Index data form – Open location – Icon

Open location

The location will open.

Print index data form – Icon

Print document

The index data form will be printed.

Tables in index data forms cannot be printed.

Index data form – Previous index data – Icon

Previous index data

The index data form of the previous object in the object list is displayed.

Index data form – Next index data – Icon

Next index data

The index data form of the next object in the object list is displayed.
Index data form – Basic parameters – Icon

Basic parameters

Opens a tab with the basic parameters of the object in the index data form.

Changing Index Data of Multiple Registers Simultaneously

To make changes in batch mode, you will need the Client: Execute changes in batch mode system role.

You can change the index data of multiple registers simultaneously. If you select the register and open the index data, an empty data sheet is displayed. The index data will be displayed for fields that have identical indexing.

For batch changes, please note the following:

  • Fields that you do not edit will not be changed. If you enter values in a field, the index data of all registers 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 -.

  • If you enter a value beginning with a + or &, the value will only be appended to non-empty fields.

  • When editing the index data of multiple registers 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.