Editing / Deleting Fieldsets
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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Document Fieldsets > Editing / Deleting Fieldsets

This procedure edits and deletes existing Fieldsets.

 

Perform the following steps:

1.Use your administrator credentials to log in to KnowledgeTree's web interface; then, to open the Document Fieldsets section, click DMS Administration - Document Metadata and Workflow Configuration - Document Fieldsets.

 

2.Locate the relevant fieldset in the table in the Existing document fieldsets section.

 

3.Do you want to …
•remove a fieldset? Click the delete icon for the fieldset.

 

•edit a fieldset? Click the edit icon for the relevant fieldset. The system opens the Edit Fieldset page, where you can: edit the fieldset name, description, and generic/non-generic status; and add, edit, and delete fields. If this is a conditional fieldsets, you can also configure the fieldset (order fields and set up fieldset rules.

 

 

 

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