Document Fieldsets

A document 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://wiki.knowledgetree.com/Plugins

Figure: The Fieldset configuration Screen, from where you can view, add, edit, and delete fieldsets and their fields

Note: The System column on this screen is Reserved for Future Development

Configuring Fieldsets

Fieldsets and fields are added and edited in Administration - Document Metadata and Workflow Configuration - Document Fieldsets.

When adding a fieldset, you can define whether the fieldset is generic or non-generic. Generic fieldsets are automatically associated with all document types added to KnowledgeTree. Non-generic fieldsets may only be associated with a single selected document type.

Associating Document Types and Fieldsets

When adding documents, users are required to select the document type, which automatically loads the fieldset and fields associated with the document type, and the user may then add the document metadata for the fields included in the fieldset.

Types of Fieldsets

KnowledgeTree provides two default fieldset types:

Normal

Conditional

Figure: Edit Fieldset Screen - This is a 'Normal' fieldset, with 3 fields: Document Author, Category, Media Type