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Manage Document Library Fields

Contegro understands that you may require custom fields (to add/capture custom information that is relevant to your business) in addition to the default fields such as Title, Author, etc.

 

Site administrators can construct and integrate additional fields, using the simple drag-n-drop interface.

 

This section explains the task of managing custom fields in the Document Library Manager:

 

1.Go to Contegro Start > Add-On Modules > Document Library and select Fields.
Contegro Start > Add-on Modules > Document Library > Fields

2.To add custom fields, use drag-and-drop to move fields from the Drag & Drop Fields section to a container on the left.
Use drag-and-drop to add form elements within a container

Note: All elements are added to the bottom of the container.  Click [Drag Me] in the element control bar to reorder form elements once added.
Use drag-and-drop to reorder or move form elements

 

4.To edit field element properties including the label (which is used as the field name in the Manage tab), click on the [Expand/Minimize] button in the control bar.
Click [Expand] to view element properties

Note: You can also use the element control bar functions to carry out the following:
Drag Me - This is the drag and drop selector, which allows you to reposition a container (including elements) above or below another container, reposition elements within a container and/or move elements from one container to another.
Delete - Click on the 'X' icon to delete an element.
Expand/Minimize - Show/hide the element properties by clicking on the up or down arrow.
Form Builder element control bar
Note: Default fields cannot be deleted.

 

5.Set the field element properties as required.

 

Note: The properties within in each field element vary, see Field Elements & Properties explained.

 

6.Click [Save].

 

Key Info: Saving changes to custom fields (i.e. adding, removing and/or updating the Field ID) will result in existing indexed Document Library data becoming outdated.  Use the Site Index [Repopulate Index] button to manually update the search index or the [Repopulate] button in the Module Index section to update a specific module index.

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