Defining Tree Fields

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


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

 

What are Tree Fields?

A tree field is a type of lookup field, except that the lookup values are arranged in a hierarchy:

Example

Root: e.g. Continents

Subcategory: e.g. Countries

Lower level subcategories: e.g. States

 

 

Perform the following steps:

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

 

6. Click the fieldset name in the bread-crumb navigation at the top of the page to return to the Manage Field page.

 

7. Click Manage Lookup Tree Structure to open the Edit Lookup Tree page.

 

8. Do you want to ...
define a subcategory for the root? Click attach keywords adjacent to the Root in the Preview section. Define a subcategory for the root; then, click add new subcategory. Repeat this step for each additional subcategory you're adding to the Root.

 

define a subcategory in a subcategory? Click attach keywords adjacent to the relevant subcategory below the Root. Repeat this step for each additional subcategory you're adding in another subcategory.

Note: Expand the root or a subcategory to display the configured options.

 


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