A Fieldset is a collection of Fields that may be associated with a specific Document Type, or with all Document Types in the system.


Types of Fields

There are three types of fields:


Types of Fieldsets

The following two fieldset types are KnowledgeTree defaults:

Note: You can add plugins to KnowledgeTree that add different types of fieldsets, if required.

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Generic Fieldsets

A fieldset that is defined as 'generic' is automatically associated with each document type you add to the repository. Define a fielset as 'generic' when adding or editing the fieldset.


Working with Fieldsets

How to View Existing Fieldsets

  • 1. To open the Fieldset management page, click Document Fieldsets in Document Metadata and Workflow Configuration.
  • 2. On the Document Fieldsets page, view existing fieldsets listed in the table.

  • How to Add a New Fieldset

  • 1. On the Fieldset management page in DMS Administration, click Create New Fieldset.
  • 2. Define a name for the fieldset in the Fieldset Name field; then, add a description in the Description field.
  • 3. In the Fieldset Type section, define whether the fieldset is 'Normal' or Conditional'; then, define whether this is a 'generic' fieldset.
  • 4. Click Create Fieldset.

  • How to Add a New Conditional Fieldset

    Before you begin, plan the fieldset, and its lookup fields and lookup values.