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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Document Fieldsets > Fields > Viewing / Adding Fields > Adding Tree Fields
This procedure adds a Tree field in a fieldset.
A tree field is a type of lookup field, except that the lookup values are arranged in a hierarchy:
Example
Root: e.g. Continents
Subcategory: e.g. Countries
Lower level subcategories: e.g. States
Perform the following steps:
| 1. | Use your administrator login credentials to open the Add New Field page for the relevant fieldset - i.e. the fieldset where you're adding the new field. |
Note: See View existing / adding new fields for more information about this task.
| 2. | On the Add New Field page, define a name for the field in the Field name field; then, in the Description field, provide a short paragraph that clearly explains the type of information required in the field. |
| 3. | Select the Tree radio button in the Field Type section. |
| 4. | Is this a 'required' field? |
| • | Yes. Select the Required check box. |
| • | No. Leave the Required check box unselected. |
| 5. | Click Add Field to open the Manage Field: [field name] page. |
| 6. | Click Add Lookup Values to open the Add Lookup Values page. In the Lookup Values field, define lookup values - one or more; then, click Add Lookups to save this information and to re-open the Manage Field: [field name] page. |
| 7. | Click Manage Lookup Values to open the Manage Lookups for [lookup field name] page. |
| • | enable or disable a lookup value as a selectable option when editing or adding documents in the repository? Select the check box adjacent to each relevant lookup value; then, click Toggle enabled state to change the current state of the lookup value. |
| • | define whether any of the lookup values are 'sticky'? Select the check box adjacent to each lookup value that needs to be defined as either sticky or non sticky; then, click Toggle stickiness to change the selected lookup values current 'Sticky' state. |
Note: Sticky lookup values cannot be removed by external plugins that control a lookup
set.
| • | delete a lookup value? Select the relevant lookup value; then, click Delete. |
| 9. | Click the fieldset name in the bread-crumb navigation at the top of the page to return to the Manage Field: [field name] page. |
| 10. | Click Manage Lookup Tree Structure to open the Edit Lookup Tree: [lookup tree field name] page. |
| • | define a subcategory for the root? Click attach keywords adjacent to the Root in the Preview section. Define a subcategory for the root; then, click add new subcategory. Repeat this step for each additional subcategory you're adding to the Root. |
| • | define a subcategory in a subcategory? Click attach keywords adjacent to the relevant subcategory below the Root. Repeat this step for each additional subcategory you're adding in another subcategory. |
Note: Expand the root or a subcategory to display the configured options.
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