User Field Management

From the User field button, a user field wizard allows you to create user fields (100 maximum) and thus bring to the documents family personal references.

You can export these fields and search the documents indexed by these fields.

Besides, the Analysis module allows you to analyze indexed documents with your created user field except the Text field.

The User field (except Text) can be included in your hitlist with the personalized list.

All the created user fields are displayed in the wizard. The columns correspond to:

      The type of user field (text, date, internal classification, number, multiple values selector or unique value selector)

      the label

      the code

      the example ( optional)

      the creator logon

      the creation date

      the actions

The number of actions is two:

      Edit: with this action, you will open a second window that will allow you to view in particular the assigned values for the field of classification type, multiple values selector or unique value selector type. Other values can be indicated. You can also amend the label and/or add an example.

      Remove: this action allows removing a user field. If this field has been used to index the documents the following message will display:  «You are going to remove a user field in X document(s). Do you wish to proceed? Yes/No ». By answering Yes, the user field is removed and the X document(s) are therefore no more indexed with it. By answering No, the user field is stored.

The order of the displayed fields can be changed by using the drag and drop: you select a field then in keeping the mouse left button pressed you shift the field to place it above or underneath.

The Close button closes the user fields wizard.