New Search Field in Embed Contents Dialog in Smart View

When working with Narrative Reporting in Smart View, a new Search field in the Embed Contents dialog facilitates in locating content when the list of available content is long.

This feature requires the 24.06 Narrative Reporting extension update.

To use the new Search field, open a report package, open and check out a doclet, and click the Embed button in the Narrative Reporting ribbon. The Embed Contents dialog is displayed:

Embed Contents Dialog Displaying Full List of Available Content

Embed Contents Dialog Showing Full List of Available Content

Enter a term to search on. In the following example, "sum" is entered. There is no need to enter wildcards; Narrative Reporting searches for and returns all available content that contains "sum" anywhere in the content name.

Embed Contents Dialog Showing Filtered List After Performing Search

Embed Contents Dialog Showing Filtered List After Performing Search

You can refine the entire list of available content or the search results by selecting an option from the Filter drop-down list next to the Search field:

Embed Contents Dialog Drop--down List for Filtering Search Results

Embed Contents Dialog Drop--down List for Filtering Search Results

The default selection is All, to show all available content. You can choose Current Doclet, to display only available content in the current doclet; or Reference Doclets, to display available content from all reference doclets in the report package. You can also choose Hide Embedded, to hide available content that has already been embedded in the current doclet.

Optionally, click the X icon in the Search field to clear the search term and return the list of available content to the original state.

Once you've located the available content to embed, you can use the Show Preview button to preview the content, click Embed to embed the content in your doclet, or click Cancel to leave the dialog.

Business Benefit: The new Search field in the Embed Contents dialog allows you to quickly locate available content.

Steps to Enable

This feature requires the 24.06 Narrative Reporting extension. To install the extension, see Updated Narrative Reporting Extension for Smart View.

Key Resources

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