Under Custom Fields in Application Options custom fields can be created and edited. Custom Fields can be inserted into a document so that information such as company phone numbers and company names can be updated quickly and easily.
Global custom fields can be applied to all the documents in your system regardless of what framework they are in.
Creating Custom Fields
To create a custom field:
1.Go to Custom Fields under Application Options. A list of your global custom fields will show on the screen. In the left hand column you will see the Field Name and in the right hand column you have the Value.
2.Select the plus button on the bottom left-hand corner of the panel. (The minus button functions as a delete button.)
3.The new field will appear above whichever field is selected. Highlight the new blank field and type in the name of your field. Give it a value in the value column. In the example below the Field Name is PhoneNumber and the Value is +08 1234 1234.
Select the OK/Save Tick to save your new field.
All documents with a custom field can be updated simply by changing the Value of the field under Application Options. For example, if the phone number +08 1234 1234 is inserted into documents as a field, it can be changed in all those documents simply by changing the value under Custom Fields in Application Options. If you change the value to +08 4321 4321 for example, and save the change, all documents with the PhoneNumber field inserted into them will automatically change from +08 1234 1234 to +08 4321 4321. (See Custom Fields for more information on inserting fields.)
Note
|
Information can only be updated automatically if it is inserted as a field.
|
|
|
Framework Specific Custom Fields are fields whose values are only applied to specific frameworks. Framework Specific fields must already exist as Global Fields.
To create a Framework Specific Custom Field:
1.Select a framework using the tabs across the top of the Custom Fields panel.
2.Select the button located in the bottom left-hand corner of the panel as shown below:
3.A window like this will open up:
4.Choose Yes and your Global Custom Fields will be duplicated for the framework you selected. Change the values of the fields as explained in the section above.
When applied to documents within a specific framework, the value of the Framework Specific Custom Fields will override the values of the Global Custom Fields.
|
Global Custom Fields
Framework Specific Custom Fields