Difference between revisions of "Document Fields"
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imported>Aeric m (Text replace - '{{permissions|Customize Objects|' to '{{permissionRef|Customize Objects|') |
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''' | '''Settings > Administration > Global Resources > System Objects > Documents''' | ||
Because the [[Documents]] object plays such an important role in the platform and is embedded in many processes, very little modification of the Documents object is permitted. | Because the [[Documents]] object plays such an important role in the platform and is embedded in many processes, very little modification of the Documents object is permitted. | ||
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It is possible to add fields to the Documents object, which will appear in the Document record. These fields are available as Filter and Sort parameters in [[Views]] and [[Reports]]. | It is possible to add fields to the Documents object, which will appear in the Document record. These fields are available as Filter and Sort parameters in [[Views]] and [[Reports]]. | ||
{{ | {{permissionRef|Customize Objects|define custom fields for documents}} | ||
;Considerations: | ;Considerations: | ||
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===Add a Field=== | ===Add a Field=== | ||
To add a field to the Documents object: | To add a field to the Documents object: | ||
#Click ''' | #Click '''Settings > Administration > Global Resources > System Objects > Documents ''' | ||
#Choose one of the following options: | #Choose one of the following options: | ||
:*Click the '''[New Field]''' button, using instructions at [[Add Field]] | :*Click the '''[New Field]''' button, using instructions at [[Add Field]] | ||
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===Reorder Fields=== | ===Reorder Fields=== | ||
To reorder fields: | To reorder fields: | ||
#Click ''' | #Click '''Settings > Administration > Global Resources > System Objects > Documents''' | ||
#Click the [Reorder Fields] button | #Click the '''[Reorder Fields]''' button. | ||
#Use the [[Arrow_Button#Up-Down_Arrows|Arrow Buttons]] to change the order of the fields. | |||
__NOINDEX__ | __NOINDEX__ | ||
Latest revision as of 00:09, 23 October 2012
Settings > Administration > Global Resources > System Objects > Documents
Because the Documents object plays such an important role in the platform and is embedded in many processes, very little modification of the Documents object is permitted.
It is possible to add fields to the Documents object, which will appear in the Document record. These fields are available as Filter and Sort parameters in Views and Reports.
Users that have the Customize Objects permission can define custom fields for documents
- Considerations
- A maximum of 10 custom fields can be created
- Fields in documents can be reordered
- Fields are accessed while creating/updating a document, notes or attachments
Add a Field
To add a field to the Documents object:
- Click Settings > Administration > Global Resources > System Objects > Documents
- Choose one of the following options:
- Click the [New Field] button, using instructions at Add Field
- Click the [Reorder] button to change the order of the fields
The added field(s) appear in the Additional Information Section of the document record.
Reorder Fields
To reorder fields:
- Click Settings > Administration > Global Resources > System Objects > Documents
- Click the [Reorder Fields] button.
- Use the Arrow Buttons to change the order of the fields.