You can create a new Stack Type and add Data Fields to it by using the Data Field Manager.
To Create Data Fields for a Stack Type
|1.||In Globodox, select Settings > DB Settings > Stack Types in the Navigation pane. The existing Stack Types will now be displayed in the right pane.|
|3.||By default the Information pane of the Data Field Manager will be displayed. You can enter information like the Stack Type name in this pane. You can also modify the information of an existing Stack Type from this pane.|
The Information panel contains the following options
Enter or modify the name of the Stack in this box.
Enter or modify the plural name of the Stack in this box.
If the name of the Stack Type is Invoice its Plural name will be Invoices.
Enter an alias name for the Stack Type in this box. By default the system creates an alias name. You can change the default alias name with the name of your choice.
If your Stack Type is named 'Account' its Alias could be 'Acc.
Enter a short description about this Stack Type in this box.
|4.||Click the Fields tab to add data fields for the Stack. The Fields pane will now be displayed. Data Fields of existing Stacks will be listed in the Field List pane. |
|5.||Click the Click here to add a new field in the Field List pane to add a new field or right-click in the Field List pane and select the Add field option. A field will now be created.|
|6.||Select the Field Name cell to enter a name for the field.|
The field name cannot be more than 25 characters long. You can use any combination of alphabets and numbers for the field name. Field names can also contain spaces, though a field name cannot begin or end with a space. The following characters are not allowed in a field name...
` - Accent Grave
! - Exclamation Mark
[ - Open Box Bracket
] - Close Box Bracket
| - Pipe
# - Hash
|8.||Depending on the Data Type you have selected, its field properties will be displayed in the Field Properties pane. Enter the field properties as per your requirements.|
|9.||Enter a short description about the data field in the Description cell.|
|10.||Click the Save button to save the changes and create the Data Field.|
Also see Example.
|•||Please note that you will have to set a Data Field as the Primary Field of its Stack Type, otherwise you will not be able to save that Stack Type. You can set a primary field by right-clicking the data field and selecting the Primary Field option.|
|•||You cannot create data fields with the following names... |
ID, File Icon, Document Title, File Name, Type, Version, Version Comment, Status, Position, Owner, Added On, Created By, Last Modified On, Last Modified by, Checked out by, Checked Out Date, In Workflow, Document Text, Tags.
|•||The recommended data field will be displayed in blue colored text and the required data field will be displayed in red colored text.|
|•||You can create as many Stack Types as you want. Each Stack Type can have up to 200 data fields. |
|•||To delete a data field, right-click that data field in the Field List pane and select the Delete option.|
|•||You can change the order of data fields by using the navigation options available on the right-click menu. To move a data field one position upwards in the list, right-click it and select the Move Up option. To move a data field one position down in the list, right-click it and select the Move Down option.|
Create Data Fields for Document Types
Create a Stack Type
Automatically Index a stack