URL Searching with SalesLogix Document Type from other applications with WebDocs

From Support

The following URL samples illustrate how to utilize the WebDocs software URL searching to hook outside applications to the WebDocs searching mechanism. By utilizing URL searching, other applications can be seamlessly integrated to WebDocs with little or no coding by simply launching the sppropriate web URL.

Note: The user must first be logged into WebDocs before running any URL searches or they will receive an error when running the URL search.

URL Keywords to Use when Searching

dosearch=1 (Run the search. Same as pushing the search button)

documenttitle= (This field will search the document title fields)

doctypekey= (This field will limit the document search to selected document types such as A/R, A/P, engineering, etc.)

userfield1=

userfield2=

userfield3=

userfield4=

userfield5=

userfield6=

userfield7=

userfield8=

userfield9=

userfield10=

(Any combination of the user keys can be used to seach for a document. Every document has ten user keys. The meaning of the user keys is set by using the document type. For example an A/P document might utilize user field 1 for the vendor name, whiile Engineering might utilize the same field for the project number. The user fields and document types make the WebDocs software flexible for filing and publishing any document online.)

URL Search Examples

When building a URL for document searching from a remote application, always place a question mark (?) after the documentsearch.asp entry and then use an ampersand (&) after each additional keyword you will be using. Always make sure to include the dosearch=1 keyword to run the document search.

Launching a search by title

http://rjsdemo.webdocsonline.com/webdoc.asp?documenttitle=Ingram&dosearch=1

Launching a search by search keyword 1

http://rjsdemo.webdocsonline.com/webdoc.asp?userfield1=application&dosearch=1

Launching a search by search keyword 1 and keyword 2

http://rjsdemo.webdocsonline.com/webdoc.asp?userfield1=application&userfield2=micro&dosearch=1

SalesLogix Specific URL Search Examples

Launching a search by title

http://rjsdemo.webdocsonline.com/webdoc.asp?documenttitle=Microsoft&dosearch=1

Launching a search by customer number

http://rjsdemo.webdocsonline.com/webdoc.asp?userfield1=123456&dosearch=1

Launching a search by customer name