Configure Enrollment Search Settings

The enrollment search settings control the fields displayed as columns when searching for enrollments, set the order of columns displayed in search results, and provide options to index enrollment records to improve performance during a search. By default, Instant ID as a Service displays all fields.

Note: Text, List, and Date fields can be indexed. Selecting fields to index for searches should be done before adding enrollments. Creating an index can take up to 2-3 minutes depending on the number of existing enrollments.

  1. Select Main Menu Main Menu > Enrollment Designs.
  2. Select an enrollment design from the Enrollment Designs list. The Enrollment Designer opens.
  3. Click Search Settings Search Settings. The Search Settings page opens.
  4. Configure the Search filter fields that can be indexed.
    1. To add a field, select it from the Supported Fields list then click Add.
    2. To remove a field, select it from the Indexed Fields list then click Remove.
  5. Configure the Search Result Fields to establish which fields can be used as filters in a search.
    1. To add a field, select it from the Supported fields list then click Add.
    2. To remove a field, select it from the Configured fields list then click Remove.
    3. To change the order of fields, select a field from the Configured fields list then click Up Up List to move it up or click Down Down List to modify the order of the columns displayed in search results.
  6. Click Save Save Enrollment Design.

Note: Indexing too many fields will impede performance. Ideally, no more than 5 fields should be indexed.