Creating a Field
Open the Flyout Menu and navigate to Project Admin.
Click on Fields link in the top menu bar. The Field Profiles form appears.
Click Add Fields in the grey menu panel on the left side of the screen to display a blank field form.
In Field Name [REQUIRED] enter a unique name for the field using no spaces to avoid database errors; underscore characters are permitted.
In Field Display Name [REQUIRED] enter a unique name for the field that easily identifies the data. Spaces may be used here.
These two fields are noted as required with a red asterisk.
Field Data Type defaults to Text, but there are other choices:
Boolean - True or False.
Date - Formatted date only.
Date time - Formatted Date and Time value.
Float - Precise digital floating point numbers, to 15 or more digits.
Integer - A whole number.
Numeric - One of several types of literal representation of a number's value.
Text - General alphanumeric content up to a defined size.
Time - Formatted time value.
Max Length is the defined size of a VARCHAR field. If undefined the maximum of 8000 characters is allows. Limits are recommended wherever possible for performance purposes.
Document Number Field indicates whether a field contains unique and searchable identifiers to create an ID or control number. See Setting a Field as a Search ID.
Is Searchable enables searching of a field's data using SQL.
Updateable - Users will not be able to edit the field unless the field is made Updateable.
Caution
It is explicitly NOT RECOMMENDED to make any metadata field Updateable.
Multi-Value accepts multiple items of data in a field with a defined separator, usually a semi-colon (;).
Allow Tally selected whether the field will display a report of the count of each value found in the current Document List using the Tally function. This function has been removed as of Release 10.
Is Transcript Lookup facilitates Transcripts review.
Is Relational Field affords a location in which to create custom relations between documents in the review pane by using metadata values. See Custom Relational Fields.
A Description may optionally be added to document the field's purpose.
Choose Add when complete.
Fields may also be imported from a Concordance Load file or CSV file using Import Field at the top of the form.