An unlimited number of Custom fields can be added to the Publication Space.
A Custom Field can be from any of these types.
The types of Custom Fields available are:
Text – Add a simple text field. We can set a default value, minimum and maximum length of the text.
Select – Add a dropdown with a set of options to choose from.
Cascading – Add a two-level list with a set of options to choose from for both levels.
Date – Add a date field. We can set a default date and define the date format.
Number – Add a number field. We can set a default value, minimum value, and maximum value.
Currency – Add a currency field. We can set a default value, minimum value, and maximum value.
State – Add a field to show the state of the document with respect to the configuration set. We can set different colors to represent different states.
Add a Custom Field
To add a Custom field.
From the Fields tab of the Publication Space settings click on Add Custom field.
Select the type of Custom field you want to add.
Fill in the field data as prompted.
Field Label = Description.
Adding
...
Options to Selectable
...
Fields
1. If you added a custom field type which can have values such as a Select or Cascading type click on the Values tab.
2. Click on Add Value.
3. On the new row that is added provide a name for the Value and a Code.
4. Click Save.
Adding Security to a Field
To add Security go to the Security Field.
Here you can define
- Who can view this field?
- Who can populate or edit this field?
- Who can add or edit values when populating this field? (Field Administrator).
To add security click into input field and use the contact picker.
You can add a user, or a group users to security with iTWOcx.
Retire a Custom Field
To Retire a custom field click on the Retire button.
To restore a Custom field click on Show Retired and Click Restore.
Renaming a User Field
With this release, you will be able to rename a user field directly from the Publication Space fields setting page.
