To configure smart indexing, complete the following steps.
You must have a form
with at least two form fields, an existing database table that contains the
corresponding columns, and an OLE DB provider for the database installed.
- Select the form field that you want to use as a smart index field.
-
In the right vertical toolbar, click the
Define Smart Indexing
button.
-
In the
Smart indexing definition dialog box, click
the
Select Data Source button.
Note: The dialog displays the available fields. The smart index field highlights in yellow and is marked with a key icon.
- In the Data Link Properties dialog box, on the Provider tab, select the appropriate OLE DB provider for the data you want to access and then click Next.
-
On the
Connection tab, specify the connection
properties and then click
OK.
The properties are provider-specific. For more information, click the Help button.
- In the Smart indexing definition dialog box, from the Select database table list, select a database table.
-
In the
Database Field column, click a cell.
A list containing the names of all columns of the selected table displays.
-
Map columns to the smart index field and all lookup fields.
Note: Smart indexing fills each field that is assigned to a database column.
-
Optional. Double-click each additional field that you want to use
as index field.
Note: The search criteria are evaluated using AND joins, that means there must be a matching row for both index values.The corresponding fields are marked with key icons.
-
To limit the number of results, enter an entry into the
Maximum # of SmartIndex hits field.
Note: A database lookup using one index term may return multiple results. In interactive mode, a dialog box opens where the user can select the appropriate record.
-
Under
Further Settings, specify where and when smart
indexing should be performed. Complete any of the following substeps.
- To perform smart indexing during the automatic extraction step by the Runtime Server, select Use in automatic extraction.
- To enable smart indexing during the extraction verification or the manual indexing step in Verifier, select Use in manual field validation.
- To perform the lookup on validation, select
Start smart indexing. Note: For example, the lookup is performed on validation when the user presses Enter in the index field. Otherwise, the user needs to press Alt+F12 to trigger smart indexing.
- To enable the user to check and correct the values retrieved from the database, select Reconfirm smart indexing. Note This is the recommended setting. Otherwise, the retrieved values are validated automatically.
- To accept a valid lookup result that consists of multiple values, select Accept multiple hits.
- To accept a valid lookup result with multiple values obtained using different index fields, select Accept different.