Highlighting

Overview

Steps to set up highlighting

Record view with Highlighting

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Overview

Highlighting can help you quickly identify keywords of interest and view them in context when reviewing a record. To set up highlighting, go to Highlight keywords in Settings. Enter a keyword or phrase, select a color, and choose the fields to search for the term. When adding multiple keywords, the field selections from the first keyword will be retained for subsequent keywords.

After adding your keywords, click Save and wait for a notification that the project has been updated. If a keyword appears in one of the selected fields, it will be highlighted in Record View. Keyword searches are case-insensitive. Wildcard characters are not supported.

Steps to set up highlighting

Click Add Keyword at the top of the window.

A dialog box will appear. Enter the term or phrase you want to highlight, select a color from the dropdown menu, and select the fields in which to search for the term.

To add another keyword, click Add Keyword again. The field selections from the previous keyword will be retained. Enter the new term or phrase, select a color, and adjust the selected fields as needed.

When you have finished adding keywords, click Save at the bottom of the screen.

A notification will appear when the highlighting has been applied successfully.

Go to the Results Table, open a record, and review the highlighted terms in Record View.

Record view with highlighting

Use Modify View to limit the Record View to fields that will be relevant for coding and that you have added highlighting to. In addition, sections for iSearch sources will already be present, however, if you need to organize fields into sections or prefer a different order of fields, go to Settings, then Modify View and toggle Manage Sections on. Sections can be created and field order can be edited here.

Note: Changes made in Modify View and Manage Sections apply to all users in the project and can only be made by a Manager.

For more information about coding records, see the How to Code tutorial.

Reorganized with new section