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Table of Contents
Table of Contents

Purpose

Use this module to configure which fields a user can search by as well as what is returned in their search results.

Selecting System Names

When adding a "Field" in this area, you actually will be selecting a System Name. A System Name is assigned by the user upon creating a new Field for a Form. System Name can be used once on a configured form, but may be repeated on multiple forms. When you select a System Name for a Search Result Display Area, MetaField will return results for any record with a matching System Name field. However, when you select a System Name for a Filter Display Area, you must also select the Field Type. In this case, MetaField will use this filter to return matching Activity records for this Field Type and System Name combination.

Info
titleDisplay Active System Names

By Default, when selecting a new field, the system will present you a list of System Names for Active fields only. To display both Inactive and Active System Name fields, remove the checkbox next to Display only Active System Names.

Changing Field Order

 You can set the order that the fields display for a given area by choosing, Reorder Fields. A popup will appear with all of the selected fields. You can click and drag the individual fields into the desired order.

Display Areas

Filters and Search Results are preconfigured for you. You may always alter this configuration as needed. Below is a list of Display Areas and an explanation as to what part of the system to which they apply.

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