Customizing Templates and Fields

You can customize the template and fields associated with documents in a document class. Fields can be added or removed from a template, hidden, or constrained so that information may only be entered into them in a particular format.

Note: Customizations made in Quick Fields apply only for that session and will not permanently change the templates or fields. For instance, if you hide a field in a Quick Fields session it will still be visible in the Laserfiche repository.

To customize templates and fields for a document class

1. Select the name of the document class in the Session Configuration Pane.
2. Select Manage Metadata from the Action menu or the bottom of the Tasks Pane.
3. The Metadata Customization dialog box will open.
4. In the General tab, you can customize the template and fields for the selected document class.

Changing the Template

Under Set the template is a drop-down list of all the templates available to you in the Laserfiche repository associated with that document class.

To change the template

1. Select a template from the list.
2. Click Set. If a different template was previously assigned to that document class, a dialog box may appear asking you to choose which of the existing fields you'd like to keep after reassigning the template.
3. Make a selection and click OK. If you choose a particular setting and select Do not show me again, that will become the default setting and the dialog box will no longer appear.

Adding Fields

Under Add fields is a drop-down list of all the fields available to you in the Laserfiche repository associated with that document class.

To add a field

1. Select a field from the list.
2. Click Add.

Modifying the Template and Fields

The grid under Assigned Template and Fields displays the fields associated with the template and the properties of each field.

To modify a field in Quick Fields, select the field and click

• Move up until the field is in the desired location.
• Move down until the field is in the desired location.
• Remove to remove the field from the template in Quick Fields (only applies to fields that were added independently to the template).
• Zoom... to create a Zoom Field to help with reviewing and editing that field during Revision.
• Constraint... to enforce a format on the field value using pattern matching expressions.
• Reset to return all settings to their original values.

You can also review or change the properties of the fields.

• Required: If a field is required in Laserfiche, this box will always be checked. If it is not, and you want to make it required in Quick Fields, select the box.
• State: Select an option to determine how fields will appear to operators and administrators.
  • Visible: Visible to operators and administrators.
  • Read-only: Read-only for both operators and administrators.
  • Hidden: Hidden from operators. Visible to administrators unless the Tasks Pane options are set to also hide fields from administrators.
• Zoom: If a Zoom Field is configured for the field, this box will be checked.

Select Set fields provided by scan source or processing tokens to automatically update the Laserfiche templates according to properties determined in Quick Fields.

When you are satisfied with all your modifications, click OK to apply the settings to the Quick Fields session.