After reading this article, you will understand how to tag and search for images in the form template builder.
Before you get started:
These articles might be helpful before you read further:
If you work with a lot of images in Form Template Builder it may be difficult to find a specific image when you need it. To set up Template Image Search, Follow the guide below.
Setting Up Template Image Search
- From setup, quick find Custom Settings. Select Image Metadata.
- Once on the Image Metadata Custom Setting, you will need to create a new field. Select New in the custom field section.
Template Image Search is only compatible with text fields, so in field type select Text. Click Next.
Name the field whatever you like and provide a field length. For this example we will use Description and 255. Click Next then Save
We now have a field in Image Metadata that we can enter information into and search on. We just need to define our new field for Template Builder.
Quick Search "Custom Settings" again. This time find the Youreka Public Settings and click Manage.
There are two fields on this custom setting we are concerned with. The first is Enable Template Image Metadata. This field controls whether or not the Template Image Search is being used. Make sure this checkbox is marked True. The second field is Template Image Field. This field controls which Image Metadata fields are displayed for Image search in the Form Template Builder. For this example we will use the Description__c field we created earlier. If you have multiple fields separate them with a comma.
And that's it. We are now ready to start using Template Image Search in Form Template Builder.
Using Template Image Search
Once Template Image Search is enabled, when you add Image Content to a form, you will have the ability to search. To see how this works,
First let's upload a new image. Select Choose File.
Select your desired image from your computer and open it. On the pop up that appears, you will see the image name which is pulled from the image file when it's uploaded. The Description field is the new field we created and then revealed in the Custom Settings and any contents of this field is searchable. Enter a description that makes sense and click Upload.
Any image uploaded in this fashion-with a populated searchable field-can now be found using the search bar in Image Content.
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