Tuesday, August 16, 2016

Ephesoft Index Value Auto-complete

Adding a semicolon separated list of values to an individual index can improve over-all accuracy while decreasing the processing time required to complete an Ephesoft batch. The auto-completion of the index field happens during the Validation process. A simple example is a field where the possible responses are ‘Positive’, ‘Negative’ or ‘No Response’. The person processing the form can simply enter a character or two that matches the characters associated with the entries in the list of values. Once the corresponding value appears as the first entry in the list the user will strike the Down Arrow Key to populate the index with the selected value. Pressing the tab key will take the person to the next field so they can continue to process the form.

Setup for an Auto-complete Field
First collect the values that are valid for a particular field. Now open the Doc Type in which the index value resides. Under the header ‘Field Option Values List’ enter the list of values. A semicolon is used to separate the list of values. See the ‘Field Option Values List’ column entry below.

Screenshot #1:

Now look for the header label ‘Field Type’. Select the value ‘Combo’. See the entry in the 'Field Type' column below. Apply your changes and you can test the results.

Screenshot #2. 

Interacting with an Auto-complete Field

Open a batch file in the Validation module that matches the Doc Type where you added your list of values. Tab down to the field where you entered your list of values. Once there enter a character or two that match the first few characters for the value you want applied to this field.

NOTE: It is NOT case sensitive.

Once you see your value appear at the top of the list simple hit your Down Arrow Key and this value will be used to populate this field. Pressing the tab key will take you to the next field. This is simple change that can greatly decrease the processing time associated with a Doc Type within the Ephesoft application.

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