Important — read before enabling: If you index any field on a table, TrackVia will no longer search ALL fields in that table. The search bar will only search the indexed fields. This only affects the search bar; Quick Filters can still filter on any field in the table. If you don't want to change search behavior, use Quick Filters instead of indexing.
About Table Level Indexing
To improve the performance of searches within a table, you can set fields to be indexed. Indices allow TrackVia to search large sets of data much more efficiently. You can index up to 5 fields per table.
We recommend this setting when your users only ever need to search a handful of specific fields — for example, a customer table where searches are always by name, email, or account number. All field types can be indexed except checkbox, image, document, location, and date fields.
Choosing Which Fields to Index
Because indexing restricts search-bar results to only the indexed fields, choose the fields your users actually search:
- Identifier fields (names, serial numbers, ticket numbers)
- Fields included in your Record ID
- Fields users type into the search bar today
Setting Up Indexing
Step 1: Open the table in the Table Builder.
Step 2: In the settings of the field you want to index, check the "Field is Indexed" option.
An additional option will appear letting you select what type of search TrackVia will run on that field:
- Identical to — exact match
- Starts with — matches values beginning with the search term
-
Contains — matches the search term anywhere in the value
Performance note: "Identical to" is the most performant option, followed by "Starts with," then "Contains." Choose the strictest option that fits how your users search.
Step 3: Save your changes.
Comments
0 comments
Article is closed for comments.