|
This section covers:
Note:
| • | To edit profiles, go to Tools > Options > Profiles/Indexes dialog.
|
|
Creating Static Index
| • | From the 'Indexes' tab click on Add to bring up 'Create Indexes' dialog box as shown below |

|
Create Index - Static List
|
| • | Enter a 'Index Name' and a short 'Description' about it |
| • | From the 'Index Type', select 'Static List' radio button
To add values to static list, enter a value in the text box and click on Add button |
| • | Click on Save button to save the new Index |
Editing values in a Static List
| • | Select a value from the list and click on Edit button. |
| • | This will display the same value in the text box |
| • | Change the value from the text box and click on Update button |
| • | Click on Save button to save the changes |
Deleting values in a Static List
| • | Select a value from the list of values and click on Delete button |
| • | Click on Save button to save the changes |
Creating User Defined Index Field
| • | Click on Add button to bring up Create Index dialog box as shown below. |

|
Create Index - User Defined
|
| • | From the 'Index Type', select 'User Defined' radio button |
| • | From 'Data Type' drop down list, select a value from Text, Numeric and Date. |
| • | Click on Save button to save the new Index |
Editing an Index
| • | Select an Index from the list and click on Edit button |
| • | In the edit dialog box, make the necessary changes |
| • | Click on Save button to save the changes |
Deleting an Index
| • | Select the Index from the list and click on Delete button |
| • | This will display the confirmation message |
| • | Click Yes button to delete the Index |
Changing the Index Type
You can change the Index type of an existing Index i.e static to user defined and vice versa. This conversion is possible for only text data type
Indexes.
| • | Select an Index from the list and click on Edit button |
| • | In the edit dialog box, under the 'Index Type' section, select the desired Index type radio button |
| • | The values entered by you before conversion for the 'User define' Index, will automatically be available for selection when converted to 'Static' Index type |
| • | Click on Save button to save the changes |
Important:
| • | You cannot delete an Index if it is assigned to any profile |
| • | Only text data type indexes can be converted from 'Static' to 'User Define' and vice versa.
|
|
Page url:
http://www.docsvault.com/online-help/professional/index.html?creating_indexes.html
|