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How to return attachments when doing a global search - Support and Troubleshooting
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  • How to return attachments when doing a global search
KB0715841

How to return attachments when doing a global search


2290 Views Last updated : Jan 3, 2025 public Copy Permalink
KB Summary by Now Assist

Issue

Description


When performing a global search, it is possible to also have the instance search through the attachment for the keywords specified. 

This knowledge article will detail the steps on how to configure this.

Procedure


  1. This procedure is assuming that text_index is set to true for the table, if it is not, then make sure to set this to true first.
  2. Navigate to the dictionary entry for the table that contains the attachments
  3. Change to the Advanced view for the form
  4. In the 'Attributes' field, add "attachment_index=true"
    You may need to put a comma after the last attribute defined

  5. Save the record
  6. On the dictionary form again, click on 'Generate Text Index' under the Related links
    This process will queue the table for indexing and may take a few days depending on the size and amount of records it needs to go through.

Applicable Versions


All versions



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