Search fields

Search fields allow end users to filter the case list by specific data fields. Each search field can be configured with a data type, match behavior, and field type to control how users interact with the filter.

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Configuring search fields

1

Expand Admin in the left sidebar

2

Click Cases under the Configuration section

3

Click a case definition to open it

4

Click the Case list tab, then the Search fields sub-tab

Search fields configuration

The list shows all configured search fields with their key, path, data type, and field type. Drag the handle on the left of each row to reorder fields.

Creating a search field

1

Click the Create search field button

2

Fill in the search field properties

Create search field modal

3

Select a path from the dropdown to specify which data field to search

4

Select a data type

Data type options

5

Select a field type

Field type options

6

Configure additional options based on the data type (e.g., match type for text fields)

Filled search field form

7

Click Create to add the search field

Search field properties

Property	Description
Title	Display name for the search field
Key	Unique identifier for the search field
Path	Path to the searchable data value
Data type	The type of data being searched
Match	How search values are matched (text fields only)
Field type	How the search input is presented to users
Dropdown data provider	Source of dropdown options (dropdown field types only)

Data types

Type	Description
Text	Text/string values
Number	Numeric values
Date	Date values (without time)
Date and time	Date values with time component
Yes / no	Boolean values

Field types

Type	Description
Single	Single value text input
Range	Two inputs for from/to values
Single select dropdown	Dropdown with single selection
Multi select dropdown	Dropdown allowing multiple selections

Match types (text fields only)

Type	Description
Exact	Value must match exactly
Contains	Value must contain the search term

Dropdown data providers

When using dropdown field types, you can configure where the dropdown options come from:

Provider	Description
Database	Fixed values stored in the database
JSON file	Values loaded from a configuration file on the server

Editing a search field

Click a search field row to open the edit modal. Modify the properties and click Save to apply changes.

Deleting a search field

Click the overflow menu (three dots) on the right side of a search field row and select Delete.

Reordering search fields

Drag the handle on the left side of each row to change the field order. The order in the configuration list matches the order in the end-user search panel.

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JSON editor

Click the JSON editor button to view and edit the search field configuration as JSON.

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Exporting configuration

Click the download button to export the current search field configuration as a JSON file.

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Access control

Access to search fields can be configured through access control. More information about access control can be found here.

Resources and actions

Resource type	Action	Effect
com.ritense.document.domain.impl.searchfield.SearchField	view_list	Allows viewing search fields in the case list filter panel

Permission to view search fields

{
    "resourceType": "com.ritense.document.domain.impl.searchfield.SearchField",
    "action": "view_list",
    "conditions": []
}