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Setting up Additional Search

Mappings represent the data link between an area in Business Central and a document library. In some areas, there may be a requirement to view files and documents from another area through linked values. For example, if files and documents from a process need to be visible in the master data, the customer number can be used as a linked value.

An additional search uses a data link to connect to another area, allowing documents from that area to be displayed. For example, documents from a process can be shown in the master data.

To create an additional seach on a mapping, follow these steps:

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Mapping in the ribbon bar and execute the action Mappings.
  3. Click on the mapping Code that should be configured with an additional search.
  4. Execute the action Additonal Search in the ribbon bar.
  5. Execute the action Additonal Search Targets in the ribbon bar.
  6. Specify the additional search target code by entering a code in the Code field.
  7. Select a document library code in the Document Library field where the target files and documents are stored too.
  8. Select the metadata in the Display Name field which is to be used as a linked value.
  9. Activates the checkbox Activated Cycle if the target document library is create in a cycle.
  10. Go back tp Additional Search Sources.
  11. Select the created additonal search target in the Target Code field.
  12. Specify the description by entering a description in the Description field.
  13. Select the matching source field from the mapping table in the Source Field field.
  14. The additional search is now activated on the mapping.

Filter additional search by content type

If an additional search has been set up, more documents may be displayed than desired. You can use a filter to display only specific types of content.

To filter content types in an additional search, follow these steps:

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Repository in the ribbon bar and execute the action Additional Search.
  3. Execute the action Edit List in the ribbon bar.
  4. Specify the content type in the Content Type Filter field.
  5. The results of the additional search will now be filtered.

Info

Multiple content types can be specified in a comma separated format.

Use value mapping

In some cases it is necessary to overwrite specific source values and replace them with other values. The value mapping in the Additional Search can be used for this purpose.

To use value mapping in an additional search, follow these steps:

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Repository in the ribbon bar and execute the action Additional Search.
  3. Execute the action Value Mapping in the ribbon bar.
  4. Specify the Source Value and the Target Value. The source value is then translated into the target value. The checkbox Ignore Source Value has to be activated if it is necessary that all source values should be translated into a specific value.

Consider the relationship between the documents

If an additional search has been set up, the documents from the configured destination are displayed. However, the destination may also have other document relationships that can be taken into account.

To display the files found via document relationship for the found records, follow these steps:

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Repository in the ribbon bar and execute the action Additional Search.
  3. Execute the action Edit List in the ribbon bar.
  4. Activate the checkbox Use Document Relationship.
  5. The relationships at the destination will now be taken into account.