[Mayan EDMS: 1512] INDEXING

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[Mayan EDMS: 1512] INDEXING

Michael Muketha
Hi Roberto,

Thank you for this amazing web app on Electronic Documenting.

As I have interacted with the app am having difficulty setting up index templates dependent on the metadata.

Like for example, organising documents related to the metadata. Documents indexed according to the suppliers name on the look up value.

Kindly assist.

Kind Regards 
Michael Muketha

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[Mayan EDMS: 1524] Re: INDEXING

rosarior
Administrator
Hi,

Thanks for using and reporting back.

- Create first the metadata type with the look up of suppliers as a comma delimited line.
- Make a relation between the selected document type and the metadata type "suppliers".
- Create an index and add a new tree node template with the content: {{ document.metadata_value_of.supplier }} and enable "Link documents" checkmark
- Create a relation between the "suppliers" index and the selected document types 
- Add the "supplier" metadata to a document, whose document type has been related to the "suppliers" index.
- Go to "Tools" and click on "Rebuild Indexes" and check the "Indexes" main menu link.
- If it worked as expected, new documents or "suppliers" metadata edit will now trigger the index update.

See included screenshots for a related example.

On Tuesday, March 7, 2017 at 8:40:57 AM UTC-4, Michael Muketha wrote:
Hi Roberto,

Thank you for this amazing web app on Electronic Documenting.

As I have interacted with the app am having difficulty setting up index templates dependent on the metadata.

Like for example, organising documents related to the metadata. Documents indexed according to the suppliers name on the look up value.

Kindly assist.

Kind Regards 
Michael Muketha

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Re: [Mayan EDMS: 1525] Re: INDEXING

Michael Muketha
This is very helpful sir. Thank you so much..

My main goal is to understand this amzing system to run a small enterprise for suppling goods and services.

Once again thanks 


Kind Regards

Michael Muketha
Phone: 0723-133 203

If you cannot celebrate your achievements then you cannot address your problems

On Sun, Mar 12, 2017 at 6:21 AM, Roberto Rosario <[hidden email]> wrote:
Hi,

Thanks for using and reporting back.

- Create first the metadata type with the look up of suppliers as a comma delimited line.
- Make a relation between the selected document type and the metadata type "suppliers".
- Create an index and add a new tree node template with the content: {{ document.metadata_value_of.supplier }} and enable "Link documents" checkmark
- Create a relation between the "suppliers" index and the selected document types 
- Add the "supplier" metadata to a document, whose document type has been related to the "suppliers" index.
- Go to "Tools" and click on "Rebuild Indexes" and check the "Indexes" main menu link.
- If it worked as expected, new documents or "suppliers" metadata edit will now trigger the index update.

See included screenshots for a related example.


On Tuesday, March 7, 2017 at 8:40:57 AM UTC-4, Michael Muketha wrote:
Hi Roberto,

Thank you for this amazing web app on Electronic Documenting.

As I have interacted with the app am having difficulty setting up index templates dependent on the metadata.

Like for example, organising documents related to the metadata. Documents indexed according to the suppliers name on the look up value.

Kindly assist.

Kind Regards 
Michael Muketha

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