Dovetail Document Specifications

Dovetail document specifications define how the Dovetail Seeker indexer will create and update index documents based on the contents of your Dovetail CRM application. For example using the included Dovetail document specification for the case entity in your Dovetail CRM you will have one document in your search index for each case present your CRM (which matches the document selection criteria.)

Each Dovetail document specification defines:

• Identification - Which Dovetail CRM entity will be indexed and how to uniquely identify it. .
• Document Selection Criteria - How to select from all CRM entities present which ones need to be indexed.
• Required Fields - What information which should be searchable by default and what should be returned with search results.
• How to find file Attachments related to each entity.
• Custom Fields - What additional information should be searchable for the entity.

Example

The following is the document specification for Solutions.

<dovetailDocumentSpecification description="Cases in your CRM" tags="workflow">

 <identification displayName="solution" table="probdesc" idColumnName="id_number"/>

 <documentSelectionCriteria><![CDATA[creation_time > ${lastIndexUpdate} OR modify_stmp > ${lastIndexUpdate}]]></documentSelectionCriteria>

 <title xml:space="preserve"><path>title</path></title>

 <summary xml:space="preserve"><path>description</path></summary>

 <indexAttachments path="probdesc2workaround:wa_attch2doc_inst"/>

 <contents>

  <path>id_number</path>

  <path>title</path>

  <path>description</path>

  <path>probdesc2workaround:description</path>

 </contents>

 <customField title="public" description="Flag indicating the solution is public. ('1' means yes)" tags="boolean,true:1">

  <path>public_ind</path>

 </customField>

</dovetailDocumentSpecification>

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Last updated: 8/9/2010 4:59:25 PM
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