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Search File Attachments

  • 1.  Search File Attachments

    Posted 02-05-2021 11:47
    I have a file attachment field and have uploaded a MS Word doc.

    I want to be able to search that Word doc for keywords.  If I understand it correctly, that is possible in QB.

    I have done the step of going into the advanced settings of the table to click on "Index file attachments for use in searches and report filters" as per the instructions.

    But it doesn't seem to be working when I do an advanced search and look in "some file attachment" for a keyword.

    Is it possible to search in file attachments as I outline above?  or am I missing something?

    Jeff


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    Jeff Elliott
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  • 2.  RE: Search File Attachments

    Posted 02-05-2021 11:51
    You may need to give it overnight to get around to indexing your documents.  When did you enable that Advanced setting?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Search File Attachments

    Posted 02-05-2021 11:58
    Just now.... is it standard to update overnight?  or after a few hours? that would be fine, i can check tomorrow...

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    Jeff Elliott
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  • 4.  RE: Search File Attachments

    Posted 02-05-2021 12:10
    It's mysterious.  I believe on a going forward basis if you add a new document it will index quickly.  Try one now.  It's mysterious when they index when you turn on the indexing and there are existing documents.

    It's actually a very powerful and under appreciated feature of Quickbase.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 5.  RE: Search File Attachments

    Posted 02-08-2021 12:55
    After several days it's still not indexing; perhaps i'm doing something wrong?

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    Jeff Elliott
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  • 6.  RE: Search File Attachments

    Posted 02-08-2021 13:18
    Hi Jeff,

    If you are still having issues with getting the search to look within your file attachments I would recommend reaching out to our Care team to help out. They can take a look at the settings and field and figure out if something is getting in your way, it can be a very resource intensive search and a second look might help surface any issues. You can create a support case from here in Community by clicking on support where it appears in the global navigation in the top right hand corner or within Quick Base by clicking on the question mark icon in the upper right hand corner and selecting "Manage Support Cases".

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    Evan Martinez
    Community Marketing Manager
    Quick Base
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