Creating a Field

 To create a field

1. Start the Laserfiche Administration Console.
2. In the console tree, expand the desired Laserfiche Server.
3. Select the desired Laserfiche repository.
4. If security has been enabled on that repository, log in as any user who has been granted the Create Templates and Fields privilege for the specified repository.
5. Expand the Metadata Management node.
6. Select Fields.
   
7. Open the Action menu and select New Field....
8. Type the name of the field under Name.

Note: Field names must be unique—for instance, only one field named "Author" can exist in a given repository.

9. Optional: Type the description of the field under Description.
10. Under Type, select the type of field to be created. See Field Types for more information.
11. For List Fields: Click Edit List to open the List Field dialog box. Type a line of text for each list item. To allow the user to choose a blank value, select Add blank to the list. If desired, sort the list in ascending or descending order. Click OK.
12. For Text or List fields: Under Width, specify the maximum number of characters that can be assigned to an instance of this field. Note that the default value is 40.
13. To assign a default value to this field, type the desired default value under Default Value. This value can be a static value or a token. See the Tokens appendix for valid token values. This default value will automatically be used whenever the field is added to an entry, whether independently or as part of a template. However, users with rights to modify the field can change the value from the default to another value once it has been applied.
14. To allow multiple values for this field, select Allow multiple values.
15. To require that users always enter a value for this field whenever it is blank, select Required. Note that this only affects fields that have been applied as part of a template.
16. To index the field, select Indexed. See Indexing Fields for more information.
17. For Text or Numeric Fields: To constrain the values that can be assigned to this field to a predefined format, click Constraints to open the Field Constraints dialog box. Enter the regular expression that will be used to constrain your fields and click OK. See Restricting Field Data to a Specific Format for more information.

To create a field

1. Open the Laserfiche web client management page. Sign in as any user who has been granted the Create Templates and Fields privilege for the repository of interest.
2. Under Metadata, select Fields.
3. Click the Add button.
4. Type the name of the field under Name.

Note: Field names must be unique—for instance, only one field named "Author" can exist in a given repository.


5. Optional: Type a description of the field under Description.
6. Under Type, select the type of field to be created. See Field Types for more information.
   1. For List Fields: Further options will appear when you select List. Type a line of text for each list item and click Insert. To allow the user to choose a blank value, select Add blank to the list. If desired, use theMove Up and Move Down to reorder list items.
   2. For Text or List fields:  Under Width, specify the maximum number of characters that can be assigned to an instance of this field. Note that the default value is 40.
7. To assign a default value to this field, type the desired default value under Default Value. This value can be a static value or a token. See the Tokens appendix for valid token values. This default value will automatically be used whenever the field is added to an entry, whether independently or as part of a template. However, users with rights to modify the field can change the value from the default to another value once it has been applied.
8. To allow multiple values for this field, select Allow multiple values. By default, you can only input one value for a single field. By selecting this option, you can input multiple values for a single field.
9. To require that users always enter a value for this field whenever it is blank, select Required for all templates. Note that this only affects fields that have been applied as part of a template.
10. For Text or List Fields: To index the field, select Indexed. See Indexing Fields for more information.
11. For Text or Numeric Fields:  To constrain the values that can be assigned to this field to a predefined format, enter the regular expression that will be used to constrain your fields under Regular Expression Constraint. If desired, add a violation message under Constraint Violation Message. See Restricting Field Data to a Specific Format for more information.
12. Click OK to save the field.