Document Related Custom Fields

Document Related Custom Fields

Within a Document Type, an Administrator can give document-related properties to the Custom Fields. These properties only apply to the Custom Fields of that Document Type.

1. Required - Designates a Custom Field to always be populated when a Document is Added to the portal by a User.
2. Search - In order to see the Custom Field in a Search Results list, this must be checked.
3. Basic Search - This allows the Custom Field to be searchable using the Basic Search, located in the top right of all portal pages.

   NOTE: it is wise to only have one or two Custom Fields set with "Basic Search".

4. Default Display Field - Every Document Type must have one Custom Field as the "Default Display Field". It is a system identifier, that is important when managing relationships or indexing in the database.
5. Journal Entry Required - If checked, this will prompt any user adding or making a change to this field to add a new Journal entry.
6. Conditionally Required Field - This causes the portal to only allow a User to make changes to that Custom Field when other conditions are met.
7. One and Done Field - This allows a custom field only to be edited once by a User; then the option to edit that field is greyed out

   NOTE: Through the Admin page, a Group can be given permissions for "Undo One and Done Field" . This will allow Users of that Group to always be able to edit that Custom Field.