Search field templates for search rules in Continia Banking

A search field template defines where a search rule looks for matching text. When you create a search rule, you assign a template in the Search Field Template field, and the rule applies whenever the search text appears in any of the fields covered by that template.

This article lists the default templates available on the Banking Templates page and explains how to create a custom template.

Default search field templates

The following search field templates are available by default.

The default template assigned to new search rules is set on the Banking Import Setup page.

To create a custom search field template

If none of the default templates cover the field you need to search, you can create your own template.

1. Search () for and select Search Field Templates.
2. On the action bar, click New.
3. On the General FastTab, in the Type field, select Search Fields.
4. Enter a code and description
5. In the **Fields **section, click Add Fields to define which field the template searches. Use the format <Table|Field>. For example, to search the Related-Party City field on the Bank Acc. Reconciliation Line table, enter <Bank Acc. Reconciliation Line|Related-Party City>.

You can include multiple fields in a single template. The rule that uses the template applies whenever the search text matches any of the included fields.

To assign a template to a search rule

1. Search () for and select Search Rules.
2. Open the relevant rule.
3. In the Search Field Template field, select the template you want to use.

Related information

Introducing search rules in Continia Banking
Setting up a search rule in Continia Banking
Setting up search rules for common scenarios
Search rules FAQ