Defining Lookup Fields

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Setting Up and Managing KnowledgeTree > Administration > Document Metadata and Workflow Configuration > Document Fieldsets > Fields > Defining Lookup Fields


This procedure sets values for a Lookup field in a fieldset.

 

Perform the following steps:

1. Follow the instructions on View existing / adding new fields to add a lookup field.

 

2. From the Manage Field page click Add Lookup Values in the Extra Options section to open the Add Lookup Values page.

 

 

3. 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 page.

 

4. In the Extra Options section, click Manage Lookup Values to open the Manage Lookups page.

 

5. Do you want to ...
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.

 


© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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