Searching documents for Integrated App records

Search Area facilitates you to search for records of an Integrated application for desired Integrated Application Instance, view the documents associated with one or more records, and add new documents to one or more Integrated App records using available File capture options.

 

Watch the video to learn about the Integrated App Record Search.

 

Following are the steps to get started with Integrated App Record Search:

1) Choose an Integrated Application

Choose a desired Integrated Application from the Search drop-down to accomplish a search against the Integrated app record as shown in the below screen:

 

 

2) Select an Integrated App instance

You can choose an Integrated App instance from available options in drop-down list as shown in the below screen. The Search results will be displayed for the selected Integrated app instance:

 

Note: You can skip this step in case only one Integrated Application instance is defined.

 

 

Note: Integrated App instance drop-down will be displayed in case of multiple instances. Once you switch to another Integrated application instance, then it will perform the search for the selected Integrated Application instance.

 

Note: The Integrated Application instance(s) will be displayed for which the current user has the rights to view the documents for.

 

3) Select a Record Type

As you select the Integrated Application, it will display the tiles for available record types. Select a desired record type from the given tiles:

 

 

The record types will be displayed if the current user has any of the following rights:

  • Add or view rights for a particular record type.
  • Add or view rights at least for one of the document type under a particular record type as well as the add or view rights for that particular record type.

 

Note: Integrated App record Search displays the tile view for the Modules and Record Types within the modules for the first time only. You can select the Record type from the drop down list on subsequent logins as shown in the below screen.

 

 

  • Once you are done selecting the Integrated Application, Integrated Application Instance, and Record Type, then you are ready for searching the desired Integrated app records using search keywords.

The following topics are covered in this section: