In this article, we explain how to apply user-defined fields to documents. Custom fields are already used in the naming convention and topics.
This is metadata that helps us to work in a more structured way on the platform. Projects often work with a plan key, the naming convention. This already provides a predefined structure according to which documents or models (files) are organized. If we also want to link additional metadata to files, this can be done via the labels or user-defined fields, for example. The difference, including advantages and disadvantages, between the labels and the user-defined fields can be seen in the following table:
Tip: Use the user-defined fields to add comments to documents, for example.
Using the default value, documents are automatically provided with a corresponding predefined value as soon as they are moved to the corresponding folder. The document history also tracks each individual process here.
To apply user-defined fields to documents, proceed as follows:
Creates the desired user-defined field
Assigns the created user-defined field to one or more folders
Defines whether the user-defined field is to be assigned for a document (across revisions) or for each individual revision
Sets default values, if desired
In the document area, you can now recognize the assigned user-defined field on the document under the folders in the document information.
Tip: Custom fields are also available in the filter area or the search bar.