Document Fieldsets

Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Document Fieldsets

A Fieldset is a collection of one or more contextually related fields - e.g. fieldset 'customer details' may contain a collection of fields that all relate to 'customer details', such as: Name, Address, Telephone number, etc.

Note: KnowledgeTree auto-generates an editable system name (namespace) for every fieldset. Plugins use this namespace to call the fieldset, and to control how the fieldset works. For more information on developing Plugins for KnowledgeTree, see the KnowledgeTree Wiki at http://support.knowledgetree.com/confluence/

The KnowledgeTree administrator adds and edits fieldsets and their fields in the Document Metadata and Workflow Configuration >> Document Fieldsets section of DMS Administration.

When adding new document types, you need to specify the fieldsets that are linked to this document type. Fieldsets may be associated with a specific document type, or with all document types in the system.

When adding documents, users are required to specify the document type, which automatically loads the fieldset and fields associated with the document type, and the user may then add the document metadata as described by the fields that display onscreen. Some fields and fieldsets are 'required' and the user will not  be able to complete a document upload process without adding the appropriate metadata. If a fieldset or field is not marked as 'required', adding metadata is optional.

Generic Fieldsets

A fieldset may be defined as 'normal' (non-generic), or generic. Non-generic fieldsets are associated with one or more specified document types. For example, you may want to add a fieldset called 'customer details', and associate it with the 'Invoice' document type, the 'Order' document type, and the 'Correspondence' document type.

Generic fieldsets are automatically associated with each document type you add to KnowledgeTree.

Fieldset Types

KnowledgeTree provides two default fieldset types:

Normal Fieldset

Normal fieldset may contain a variety of field types, e.g. one or more, or a combination of Lookup fields, Tree fields, and/or Normal fields

Conditional Fieldset

A conditional fieldset is a metadata filtering tool that comprises two or more inter-related Lookup fields, which are ordered in a hierarchy, where a user-selected value in a higher level field controls the values that display in lower level (dependent) fields.

When setting up conditional metadata in the system, the KnowledgeTree administrator predefines the rules for the display of conditional metadata fields - e.g. select 'Europe', see lookup field showing countries on the continent of Europe; or, select 'Book', and see lookup field showing, for example, 'content type', e.g. Fiction, Non-Fiction; then, select 'Fiction' to see an associated list of lookup values, or select 'Non-Fiction' to see a different list of lookup values.  You need to enable the conditional metadata plugin to use this fieldset.