Configuring Field Sets

The fields you have added to a file format can be grouped together in field sets. You can group the fields in such a way that editors can enter the field values in sensible combinations when they edit a file’s content. The field sets are displayed in the details section of the Content Navigator. What is displayed can be configured by an administrator.

In order to create a field set or to change the order of the field sets, click on the Show Field Sets button in the display of the file format properties. Content Management Server now lists the field sets defined in the file format:

When a new file format is created, only the base group, which contains all the fields, is present. If you create other field sets, you can always assign them the fields currently available in the base group. A field will be automatically removed from the base group when it is assigned to a different group. The base group therefore always contains the fields that have not been assigned to any other group. The base group can neither be deleted nor is it possible to manually remove fields from this group.

After a new file has been created using the Content Navigator, the fields contained in the base group are offered to the editors for editing. Remove fields from this group or add fields to it in order to have the editors edit the most important fields immediately after file creation.

To change the order of the field sets, click on the corresponding image in the Change Order of Field Sets column. You can move a field set to the beginning or the end of the field set list using the double arrows pointing upwards or downwards respectively. Click on the single arrow pointing upwards or downwards to move the corresponding field set one position up or down respectively.

Click on the name of a field set to display the view page of this field set:

The fields assigned to this group are displayed here. The order in which the fields are displayed defines the order in which they will be listed in the field set when you open the section of this field set in the Content Navigator.

You can change the order of the field by clicking on the corresponding image in the Change Order of Fields column. You can move a field to the beginning or the end of the field set list using the double arrows pointing upwards or downwards respectively. Click on the single arrow pointing upwards or downwards to move the corresponding field one position up or down respectively.

Creating Field Sets

To create a new field set, click on the button New in the field set list or on the field set’s view page. The Content Management Server displays the Configuration Management - File Formats - Field Sets - Create form:

Enter the name of the new group in the Name field. You can also determine the title of the group in the language configured in your personal preferences, or optionally in the languages for which your Content Management Server has been set up.

To do this, click on the Other Languages button to open the Configuration Management - Field Sets - Multilingual Titles form:

Enter here the multiple-language titles of the field sets and confirm your input with OK. The title the Content Management Server displays in the HTML user interface depends on the language the user has configured in his or her personal preferences. If no title is available in the language the user has configured in his or her personal preferences, the Content Management Server displays the name of the field set instead.

Selection of Fields

Initially, a new field set has no fields assigned to it. Select the desired field from the Fields in base group list and click on the arrow pointing to the right.

The selected fields are moved to the Fields in this group list. If you would like to remove fields from the list, mark the respective field and click on the arrow pointing to the left to move it back to the Fields in base group list.

Click on OK to create the field set. The Content Manager then displays the view page of the new field set.

Editing and Deleting Field Sets

In order to edit or delete a field set, first localize the file format to which the field belongs using the search function in the File Formats section and then click on the name of the desired file format in the search entry to switch to the file format properties view page. If you click here on the Show Field Sets button, the Content Manager displays the list of configured field sets. Switch to the view page of the desired field set by clicking on the field set name in the corresponding list entry of the field set page.

To be able to edit the properties of a field set, click on the Edit button. The Content Manager now shows the Configuration Management - Field Sets - Edit form:

In this form, you can edit all the properties of the desired field set (except the group name). The form contains the same data as the form for creating a new field set.

Click on OK to accept the changes. The Content Management Server then re-displays the view page of the field set.

You can delete a field set by clicking on the delete button to the right of the list entry of the desired group in the field set list or by switching to the view page of the field set and clicking on the Delete button there. The delete procedure needs to be confirmed in a safety query:

If you confirm the safety query with OK, the field set will be permanently deleted. The fields assigned to it are added back to the base group.