Editing / Deleting Fields


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

This procedure Edits and Deletes a field from a fieldset.

 

Perform the following steps:

1.Use your administrator login credentials to open the Document Metadata and Workflow Configuration page in DMS Administration; then, click Document Fieldsets to open the Document Fieldsets management page.

 

2.In the Existing document fieldsets section on this page, locate the fieldset that contains the field/s you want to edit or delete; then, click the Edit icon for the relevant fieldset to open the Edit Fieldset: [fieldset name] editing page.

 

3.Scroll down the page to the Additional Information section to view fields that exist for this fieldset. The table provides the following information about each field: field name; type of field (whether normal, lookup, or  tree). This section also provides access to field management functionality - Edit, and Delete.

 

4.Do you want to ...
change any information in the field? Click the Edit icon for the relevant field to open the Manage Field: [field name] page. Make the required changes; then, click Update Field.

Note: For more information about the configuration options on the field editing pages,

see Adding Fields.

 

remove this field as a member of this fieldset? Click the Delete icon for the relevant field. Click OK on the system message that asks you to confirm the field deletion.

 

 

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