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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Document Fieldsets > Fields > Viewing / Adding Fields
This procedure Displays existing Fields in a selected Fieldset, and Adds new fields.
Note: Fields are configurable and editable only within the fieldset where they exist.
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. |
| • | view fields that are currently defined for each fieldset in the system? Scroll down this page to the list in the Existing document fieldsets section. Adjacent to each fieldset listed in the table is a list of the fields that exist in the fieldset. |
| • | add a new field for an existing fieldset? Click the Edit icon for the relevant fieldset to open the Edit Fieldset page for the selected fieldset. Go to step 3. |
| 3. | Click Add New Field to open the Add New Field page. |
| 4. | Define a name for the field in the Field name field; then, in the Description field, provide a short paragraph that clearly explains the type of information required in the field. |
| 5. | Select the Field Type radio button. Is this a ... |
| • | normal text input field? Select the Normal (String) radio button; then, go to step 6. |
| • | lookup field? Select the Lookup radio button; then, go to |
| 6. | Is this a field that must be completed? |
| • | Yes. Select the Required check box. |
| • | No. Leave the Required check box unselected. |
| 7. | Click Add Field to open the Manage Field: [field name] page, where you can change any of the detail you defined when creating the field. Click Update Field to save the changes. |
| 8. | Do you want to add another field for this fieldset? |
| • | Yes. Click on the fieldset name in the bread-crumb navigation at the top of the page to re-open the Edit Fieldset: [fieldset name] page. Go to step 4. |
| • | No. Exit this procedure. |
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