Intelligent Indexing connects Virtual Cabinet index fields to external Microsoft SQL Server databases, allowing index values to be pulled from live data rather than typed manually. This reduces errors, speeds up filing, and keeps your Virtual Cabinet data consistent with your practice management or accounts system.
Note: Intelligent Indexing only supports Microsoft SQL Server. Other database engines are not directly supported.
Key Features
Live Lists pull dropdown values directly from a SQL Server table or view. Live Linked Lists change the available options in one field based on what has been selected in another, for example filtering matter numbers by client code. Index Calculations allow SQL expressions to run during indexing, for example to calculate deadlines or populate reference numbers automatically.
Configuring a Live List
- Open Index Definitions in the Admin tab.
- Select the relevant index field.
- Enter the Intelligent Indexing Connection String pointing to the target SQL Server database.
- Enter an Intelligent Indexing SQL Command, which must be a T-SQL SELECT statement returning a single column of values.
- Set Intelligent Indexing Auto Select to Select Single (auto-fills if only one result), Select First (always takes the first result), or Select None (user must choose).
Linked Lists
To link two fields so one filters the other, reference the parent field in the child field's SQL command using its index placeholder in uppercase, for example INDEX02 or INDEX03. Wrap the condition in brackets.
Intelligent Indexing Cache
Caching stores SQL results in memory to reduce repeat database calls and improve performance. The cache life can be configured in Global Settings. It is recommended to keep caching enabled unless troubleshooting a specific data freshness issue.