Customizing the Add Criteria list of a Custom Search in Smart Connection and Studio

Users of Smart Connection for InDesign/InCopy and of Studio can create a Custom Search with which they can store a set of search criteria for performing repetitive searches.

It works by defining the search criteria once, saving them as a Custom Search and then accessing that Custom Search whenever it is needed. Defining the search criteria is done by choosing them from a list of options.

Figure: Criteria that can be added to a Custom Search are available in the Add Criteria list of the Custom Search dialog box, as seen here in Smart Connection.

By default, only a few criteria options are listed such as name, type, and comment.

Changing the list

Changing the list is done by setting up the Query parameters in Enterprise Server. The steps to follow depend on the version of Enterprise Server that is used.

Steps for Enterprise Server 10.5 and higher

Step 1. Access the Query Setup page.

Step 2. From the Action list, choose Query Parameters.

Step 3. Click Add.

When adding a first setup for the chosen query, a message appears stating that in the setup that you are about to create, mandatory properties such as Name, ID or Type will be automatically added. You will also be asked if regularly properties such as 'RouteTo' and 'Comment' also need to be added.

Step 4. (Optional) Click Yes or No.

Note: Properties that are added by clicking Yes or that are left out by clicking No can at any time be removed or added in the next steps.

A list of properties appears: all mandatory properties and optionally all regularly used properties.

The option at the top of the list can be used for adding additional properties.

Note: Options for managing the already added properties will become available as soon as a change is made on the page: either by adding a new property or by navigating to a different setup and then returning to this setup.

Step 5. Add additional properties by doing the following:

1. In the Order box, enter a number that specifies the order in which the property should appear in the list.

Note: The higher the number, the lower the property will appear in the list.

2. Choose a property from the list.

Note: Custom properties are listed first and are preceded by an asterisk character (*).

3. Click Update.

Steps for Enterprise Server 10.0 – 10.4

Step 1. In Enterprise Server, access the Dialogs Setup Maintenance page.

Step 2. Leave the option <All> selected for the lists 'Brand' and 'Object Type'.

Step 3. From the Action list, choose Query Parameters.

The title of the page changes to 'Query Setup'.

Step 4. Click Add Action Property. Fields for adding a property appear.

Step 5. (Optional) In the Order box, define the order in which the property should appear by entering a numeric value.

Note: The higher the number, the lower the property will be displayed.

Step 6. From the Property list, choose the property that you want to add to the dialog box.

Note: The properties that are added here will fully replace the default list, meaning that if you only add one property, the Add Criteria list in Smart Connection and Studio will only contain that one property.

Step 7. Do one of the following:

• To add the property without adding another one, click Update.
• To add the property and display a new set of property settings for adding another action property, click Add Action Property.

Restoring the list

To restore the list to the default values, remove all properties that were added to the list of Query Parameters.