Creating your own Custom Query Forms

Creating your own Custom Query Forms

Please note: Custom Query Forms are index specific. This means that you cannot create a new query form when multiple indexes selected.

To create a new custom query form:

1. Select Query > Custom Query Forms,
2. Click the Add button, the form editor will be shown.

Each form field is listed vertically, top down. The fields will render in this order when the user views the form.

Toolbar

The toolbar allows you to add, delete or reorder your field elements.

Add a new field

Click the Insert button and select the field type, it can be one of the following types:

• Single line text box - simple edit box on one line.
• Multiline text box - edit box across multiple lines.
• Choice - drop down box from which the user can select a value.
• Multiple Choice - a series of checkboxes where the user can select multiple values.
• Date - date time picker.
• Numeric - edit box that accepts a numeric value only.
• Yes/No - a check box
• Hidden - element is not shown, but its value is sent to Perceptive Search.
• Break - non-element, adds a horizontal rule to the form.

Delete a field

click on the field you wish to remove so it becomes highlighted, and click the Delete button.

Reorder fields

To order the fields, click on the field you wish to move so it becomes highlighted, and click the Move Up or Move Down button as required.

Saving your form

Before leaving the editor, do not forget to save your changes. Click the Save button on the toolbar.

Editing a field

Each field is broken down into the following parts:

1. Caption - label shown next to the field. Click the text to edit its value.
2. Input Method - how the form collects a value from the user, the editor will show the input control for reference only, but does not process any value that you may enter. If you selected Choice or Multiple Choice, you will be able to edit the elements of the control by clicking the edit button.
3. Perceptive Search Field - indicates how the form should pass the value to Perceptive Search, the field can be in the following format:
• IW_FIELD_TEXT - the text of this field should be handled using Perceptive Search style syntax.
• IW_FIELD_IN_[FIELDNAME] - perform a fielded search, where the text of this field must appear in the field names [FIELDNAME].
OR'd together, for example "cat dog" would become "cat OR dog".
• IW_FIELD_ADVANCE_NOT - documents containing these search terms should not be included in the search results.
• IW_FIELD_ADVANCE_PHRASE - the text in this field should be handled as a phrase.
• IW_FIELD_NATURAL_LANGUAGE - perform a natural language query using the text of this field.
• IW_FIELD_WEB_STYLE - perform a web style query using the text of this field.
• IW_FILTER_PATH - the value of this field should be used in the path filter.
• IW_FILTER_OMIT_PATH - the value of this field should be used in the path exclusion filter.
• IW_FILTER_FNAME_LIKE - the value of this field should be used in the filename filter.
• IW_FILTER_FNAME_UNLIKE - the value of this field should be used in the filename exclusion filter.
• IW_FILTER_CATEGORY_LIKE - the value of this field should be used in the category filter.
• IW_FILTER_CATEGORY_UNLIKE - the value of this field should be used in the category exclusion filter.

Please note that a field with type IW_SORT is currently ignored and sort options defined in Options Dialog are used instead.