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This procedure displays existing fields in a selected fieldset, and adds new fields to a fieldset.
Note: Fields are configurable and editable only within the fieldset where they exist.
Perform the following steps:
| 1. | Use your administrator login credentials to log in to KnowledgeTree's web interface; then, go to Administration - Document Metadata and Workflow Configuration - Document Fieldsets to open the Document Fieldsets configuration interface. |
| • | 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 type of field from the Field Type radio button. |
| • | Normal (String) - Use the normal field to store small amounts of text |
| • | Lookup - Use the lookup field when the user needs to select a single item from a pre-defined list |
| • | Tree - The tree field functions in the same way as a lookup field, except that the options are arranged hierarchically. This can be helpful if there are many options to choose from |
| • | Large Text - Use a large text field to store large amounts of text, such as descriptions |
| • | Date - The date field provides a standardized field for storing dates |
| • | Multiselect - The multiselect field functions in the same way as a lookup field, except that the user can choose more than one option. It comes in two flavours, as a list, and as a set of checkboxes |
| 6. | Is this a field that must be completed? |
| • | Yes. Select the Required check box. |
| • | No. Leave the Required check box unselected. |
| 8. | The Manage Field page is displayed. Here you can change details for the field. |
| 10. | To add another field, click the name of the fieldset in the bread-crumb navigation at the top of the page. |
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