{"id":18348,"date":"2019-09-07T10:48:35","date_gmt":"2019-09-07T10:48:35","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=18348"},"modified":"2023-10-17T09:45:39","modified_gmt":"2023-10-17T09:45:39","slug":"how-to-search-documents-which-are-attached-to-employee-records-using-keyword","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/09\/07\/how-to-search-documents-which-are-attached-to-employee-records-using-keyword\/","title":{"rendered":"How to search employee documents in Sage X3 People"},"content":{"rendered":"\n

Sage X3 People<\/strong><\/a> has a standard functionality for searching the documents using the keyword. This functionality allows the user to search attached document using the keyword. The keywords has been created against each attached document (Image, Text, PDF, and Excel) etc.<\/p>\n\n\n\n

Attaching\nFiles<\/strong><\/p>\n\n\n\n

Navigate to Personnel administration > Select employee\n> click Attachment icon on right hand side\n

\"Employee<\/a><\/center>\n
Personnel data forms function<\/i><\/center><\/font><\/p>\n\n\n\n

It allows us to attach the following:-<\/p>\n\n\n\n

  1. Add Text<\/li>
  2. Add\nImage<\/li>
  3. Add file (supports Image, Text, Word, PDF,\nExcel).<\/li>\n
    \"Employee<\/a><\/center>\n
    Attachment option<\/i><\/center><\/font>\n<\/ol>\n\n\n\n

    Against each document, the system allows you to set the three keywords which will be used while searching the documents.\n

    \"Employee<\/a><\/center>\n
    Attachment Keyword Function<\/i><\/center><\/font>\n<\/p>\n\n\n\n

    Keyword\nSearch:<\/strong><\/p>\n\n\n\n

    Step:\n1<\/strong><\/p>\n\n\n\n

    Navigate to Personnel administration > click Keyword\nselection icon on right hand side\n

    \"Employee<\/a><\/center>\n
    Personnel data forms function<\/i><\/center><\/font>\n<\/p>\n\n\n\n

    Step:\n2<\/strong><\/p>\n\n\n\n

    As shown in the below figure, click the lookup icon in\nkeyword field to load the keywords which is already added while attaching the\ndocument. Select the keyword and click ok.\n

    \"Employee<\/a><\/center>\n
    Attachments function<\/i><\/center><\/font>\n
    \"Employee<\/a><\/center>\n
    Keyword selection function<\/i><\/center><\/font>\n<\/p>\n\n\n\n

    System will display the list of attachments according to\nthe keyword selected.<\/p>\n\n\n\n

    Step:\n3<\/strong><\/p>\n\n\n\n

    Select the attachment from the list.\n

    \"Employee<\/a><\/center>\n
    Keyword selection<\/i><\/center><\/font>\n<\/p>\n\n\n\n

    The system will automatically redirect to that employees profile where the document is attached, this will benefit HR to find the documents of employees on the go.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"

    Sage X3 People has a standard functionality for searching the documents using the keyword. This functionality allows the user to search attached document using the keyword. The keywords has been created against each attached document (Image, Text, PDF, and Excel) etc. Attaching Files Navigate to Personnel administration > Select employee > click Attachment icon on\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,2],"tags":[158,633,2827,2833,1912,2828],"class_list":["post-18348","post","type-post","status-publish","format-standard","hentry","category-features","category-configuration","tag-attachment","tag-documents","tag-employee-documents","tag-keywords","tag-sage-x3-people","tag-search-documents"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/18348","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=18348"}],"version-history":[{"count":53,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/18348\/revisions"}],"predecessor-version":[{"id":27592,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/18348\/revisions\/27592"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=18348"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=18348"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=18348"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}