Topics/Discovery Cloud Topics

Creating a Custom Coding Field in Discovery Cloud

Lauren Chingo November 11, 2010

*This functionality is available for Advanced users only.


Discovery Cloud has several standard coding fields, such as Author & Document Date, present when your case is first created. You may want to create more fields to allow you to import the metadata from a legacy database, or just to help you get a better handle on your documents. You can create as many as you need, here's how:

At the top of the home page click Settings.

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Click to view the Custom Fields tab, then click Add New.

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Choose a Title for you coding field, and select the Input Type - there is a brief description of each kind. To learn more about Input Types, click here.

When you are all set, click Create.

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If you choose to make the field a List, Locked List, or Picklist, you will be able to enter values. Enter a value, then click Add. To remove a value, click Nextpoint - Review Sandbox-20.jpg. When you have entered all values, click Done/Close.

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Return to Discovery Cloud Workflow

 
 
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