• Searching in linked field table dialogs
Linked fields are used in Worldox to logically structure document profiles (and the associated document storage folders).
The typical Client/Matter structure is a good example of how linked fields work. Matters usually relate to specific clients. So profiling documents or editing document profiles in a given profile group involves first selecting client, then matter. On this sample profile form:
Fields #1 and #2 are linked. Numbered fields are linked hierarchically, from higher to lower. A choice in the higher linked field determines which choices are available in the lower linked fields.
• The first linked field - Field #1 above- is the dominant (parent) field.
• Field #2 is the dependent (child) field.
Once you choose a client - or when a client code is preselected in the Client field - the available Matter field choices are limited to only those matters associated with the chosen client. If you were to select the matter first, you would see a much larger list - all matters available to all clients in that particular profile group. With matter selected, Worldox would then automatically fill in the Client field, with the client code associated with the matter you selected.
Linking and field hierarchy does not automatically limit choices in lower-level fields. Consider the DocType field in the example shown above. File types are what they are, without regard to which Client and Matter is selected. So those codes are set as global - available without restriction regardless of higher-level field choices already made.
As you add new field codes, you may have the choice to make a code global, or linked to a specific code already selected. In this example from a Field > Add dialog, a new Matter code is being added only for the 00004 Client code:
Searching in unlinked table dialogs is simple. With a single line of search fields, searching actually filters the list that initially appears in the dialog. It's the same with the dominant (parent) table in a linked field set-up. The simplicity derives from there being just one level of search fields, as shown here at the bottom of a Client dialog:
Things get a bit more complicated with linked tables. For example, when
you click Find 
in the toolbar of a Matter dialog
- and that Matter table links
to the Client table - two lines
of search fields appear at the bottom of the dialog:
In such a linked code dialog, you can search not only in whatever set of Matter codes happen to be in the dialog as it first opens, but also any Matter code, for any Client, within the profile group utilizing these linked fields.
To illustrate:
Say you are looking at a list of matters associated with client code 00012. Now you click Find to search in the Matter dialog. Search fields open at the bottom of the dialog.
• The Client search field is pre-filled with the 00012 code.
• If you type a code or description in the Matter search field - without changing the Client code - then click Find, Worldox looks for that item in the matter list already visible in the dialog. It filters the list, showing you only matter listings that match your search criteria.
• If you delete the 00012 Client code, then search for a matter code or description, Worldox searches though all matters available to any client in the profile group. The resulting matches then display in this dialog.
• If you click Delete in the Matter line, or empty the Matter search field and click Find again, Worldox loads all available matter codes, for any client in the profile group, into the dialog. You can then scan or search through a much larger set of matter codes.
• Using the Client search fields works the same way. Searching looks through all client codes in the profile group, not just the one shown as the dialog opens. Click Delete in the Client line, or empty the Client search field and click Find again, and Worldox loads all available client codes in the profile group into the dialog.
The power in linked-field searching comes with the realization that you can search beyond whatever items appear in the field table dialog as it first opens. It also means you can automatically reset linked profile fields by searching, then selecting a found item in a particular dialog.
Once again using the illustration above:
If you access the complete list of matter codes via search fields - then select one, Worldox checks to see which client that matter is associated with. That client code now fills the profile form Client field; if another client code had been in that field, the setting changes automatically based on the most recent Matter selection.