Add a custom property column for records - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

To add a custom property column for a record content view, complete the following steps.

  1. In Management Console, in the left pane, click Records and select Record Folder Types or Record Category Types.
  2. In the right pane, on the Record Folder Types or Record Category Types tab, select the folder type and click Modify.
  3. In the dialog box, on the Appearance tab, click Preview.
  4. In the View Preview window, click the Columns button.
  5. In the Columns dialog box, click Add.
  6. In the Custom Property dialog box, select the Filter by list and do one of the following actions:
    • To display a custom property based on record type, select Record Types.
    • To display a custom property based on record folder type, select Record Folder Types.
    • To display all custom properties, select All Custom Properties.
  7. In the Type list, select a record or record folder type.
    The Type list options change based on the Filter by option selected.
  8. Select a custom property and click Add.
  9. Click OK.