asked on April 12, 2018

I have a customer who is trying to find linked documents, using the linked document option in the Windows Client Search.


They are searching using:

1.  Field->Template and select the template and fill in necessary informtion

2.  Link->Groups-> Using Account Reference, as this field, has the linked information

 

If they just use field and template, they get hits

When they add the Link option, then they get zero hits.

We tried using this Search syntax ({LF:Relationdst="Account Reference"}), manually and this returned zero hits.

Below is the Search Syntax output of what we tried

Using Just the GUI:

{[Account Documents]:[Location]="Wausau", [Document Sub Type]="Checks & Securities (image check, receipt & mailing documents)"} & {[Account Documents]:[Document Date]>="01/01/2018", <="03/31/2018"} & {LF:LinkGroupComment~="Account Reference"} & {LF:LOOKIN="MPPL\Client Files"}

 

Adding the custom link search:

{[Account Documents]:[Location]="Wausau", [Document Sub Type]="Checks & Securities (image check, receipt & mailing documents)"} & {[Account Documents]:[Document Date]>="01/01/2018", <="03/31/2018"} & {LF:Relationdst="Account Reference"} & {LF:LOOKIN="MPPL\Client Files"}

 

Appreciate any advice someone might have to get this to work.

Jeff Curtis

 

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