Adding a field

You can add a custom field to a topic workflow configuration. Adding a field adds a column to an Oracle database table, so you must specify the data type (for example, string, integer, or date). For string fields, specify the maximum length. You can also make selections that affect how users interact with the field in the user interface, including the field label displayed, how users select values for the field and whether the field applies to topics, actions, or attachments, or any combination of these contexts.

1.         Click Settings, and click Manage Topic Workflow Configurations.

The Manage Topic Workflow Configurations page appears.

2.         Click the row menu (), and click Manage Fields.

The Manage Fields page appears.

3.         To add a field, click Add Field.

The Add Field page appears.

4.         In the Column name field, type the field name to appear in the Oracle database.

The name must begin with a letter. It must be up to 30 characters in length, and consist of uppercase letters, numbers, and the special characters $, _, and # only.

5.         In the Display name field, type the field name to appear in the user interface.

The display name appears as the label for the field and as a column header.

6.         From the Format drop-down list, select the format for field values:

  1. String (also specify the maximum field length)
  2. Integer
  3. Date

7.         In the Length field, specify the length of the field as an integer.

8.         Optionally, specify a type for the field. Types affect the way the field appears in the user interface:

  1. Single Value, Append-only, Multiple Values
  2. Linked and the parent field to link the field to
  3. Constrained

9.         Select a context for the field. The field can appear as and store values for topics, actions, attachments, or work teams, or any combination of these contexts.

10.      To limit the values that can be selected for a field based on the work team membership of the current user; select the Work teams check box in addition to one of the other contexts. See Constraining field values by work team.

Note: A superuser must set the Topic workflow configuration for work team custom fields site option to this configuration and the configuration must be published. If your organization uses more than one topic workflow configuration, you must define custom fields with the work team context identically in each topic workflow configuration

11.      Select the Display as filter field check box to display the field and its values above tables in the user interface. See Identifying a field as a filter field.

12.      Click Save.

Fields appear in the user interface as value-entry fields unless you explicitly define a valid set of values for them. For example, description fields are typically value-entry fields that allow users the flexibility to enter any value.

You can define valid values for custom fields that have a format of string or integer, and for certain standard fields. Fields with defined values appear in the user interface as drop-down lists or, if you define a field as Append-only, a multi-selection list. See Adding a drop-down list field and Adding a multi-selection list field.

 

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