Indexing: Batch Fields

Batch Index Fields: General

 

 

Batch Index Field Definition

 

 

Default Value

This option allows the user to specify a default value in which to populate this field. This can either be a predefined default value, chosen from the system defined list or a manually entered value.

NOTE: To see the complete list of options, see characters.

 

Input Mask

There many options that may be selected that will limit what the user can enter into the field when manually indexing. This feature provides a visual mask and forces the user manually indexing to adhere to the defined format. Choose from a number of commonly used masks via the dropdown list, or write custom masks with Regular Expressions. NOTE: this feature in NOT used in validation and is not used for validation when auto populating a field but it may be required to display the return values in that field

NOTE: Press  to see the complete list of options, or refer to characters

 

Min. Length

This defines the Minimum length of ‘Text’ ‘Data Type’ fields ONLY. If the length of the populated data is less than the minimum length, validation will fail on that document.

 

Max. Length

This defines the Maximum length of ‘Text’ ‘Data Type’ fields ONLY. If the length of the populated data is greater than the maximum length, validation will fail on that document.

 

Custom

User can create a custom index field with the use of Constants and/or a combination of other Fields. Click “Build” to create a Custom Index Field.

 

 

Auto Populated Data Options

 

 

Truncate to Max. Length

Select this option for Text’ ‘Data Type’ fields that are being populated automatically by methods like barcode, zone OCR, Database Lookup etc., where the desired result is NOT to have data in excess of the Max Length value populate the field.

 

Ignore Length

Select this option for Text’ ‘Data Type’ fields that are being populated automatically by methods like barcode, zone OCR, Database Lookup etc., where the desired result is to have all data regardless of the Max Length value populate the field. Max Length will be ignored during validation if data is auto populated.

 

Trim Whitespace

Deletes whitespace at the end of any values entered in the index field.

 

Field Options

 

 

Read Only

Whether this field is read only.

 

Hide

If selected, this field will not be displayed to the user.

 

Required

Whether this field requires data to be entered.

 

Skip

If selected, this field will be skipped over when the user presses tab or enter during navigation between index fields.

 

Regex

Further manipulate the data entered in the index field through the use of Regular Expression. Click “Setup” to configure.

 

 

Displays expressions currently in use. Click “Add” to add more.

 

 

User can write custom expressions or click “Select From Global List” to display Regular Expressions Manager and chose pre-existing expressions.

 

 

Auto Casing

Automatically adjust the case of characters enter into this field.

 

Use Custom Validation Script

Use scripts to validate each index field after entered. Click “Edit” to bring up the Script Editor. Click “Edit” to bring up the Script Editor. See scripting section in this Administrators Manual for additional information.

 

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Batch Index Fields: Advanced

Additional options for auto populated data are configured here.

 

 

Auto Populated Data Settings

Populate Index Field with

Populate index field with Entire Value, Matching Word Only, and Matching Word Only Custom Format.

 

Match Expressions

Use regular expressions to extract and format data from captured images to populate image fields.

 

Add/Edit

Brings up Regular Expression Editor to input expression(s).

 

 

Delete

Deletes unwanted expressions.

 

Custom Format

Chose between the whole capture, group 1, group 2, etc.

 

 

 

Sources to Process

Use check boxes to select where match expressions are used to extract index data containing matching words.

 

 

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Batch Index Fields: List

 

 

List Definition

Select the “Use selection list for field” option to create a specific list of values for the highlighted index field. These values can be used during the indexing process to populate the index field.

 

Add

Select the Add button to add a new value to the list. The user can specify separate display and data values for each entry. The Display Value is the “friendly name” for the item, which is displayed to the user in the list. The Data Value is the value that is stored and passed on to lookups, migrations, etc.

 

Add Multiple

The Add Multiple button displays a dialog screen where the user can enter multiple display and data entries in comma-separated value (CSV) format. Enter one new Display Value/Data Value pair per line, separated by a comma. For additional information regarding format, press the Help button. To add the entries to the List Definition, press the Save button. To abandon the entries without saving, press the Close button.

 

 

Import Multiple

Press the Import Multiple button to display a standard Windows File Open dialog screen which allows the user to select a pre-existing, comma separated file containing new Display Value/Data Value pairs.

 

Delete

Select a list entry and press delete to remove it from the list.

 

Move Up/Down

Select a list entry and press up or down to change its position in the list.

 

Limit user entry to items defined in list

Select this option to prevent users from entering values during indexing that are not in the pre-defined list.

 

Sort list alphabetically

Select this feature to display the Display Values in alphabetical order during indexing.

NOTE: List boxes automatically support type ahead.  For large lists or lists that change frequently, use the Lookups function in Capture Profile Configuration/Advanced Indexing.