Example

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In this example we will create a Stack Type for Customers. You will need to store information such as the customer's name, address, telephone number, web site address and so on. We will first list down the fields that we need to create and the data type that should be used for it.

Data Field Name

Data Type

Company Name

Text

Address

Text

Web Site

URL

Email Address

Email

Telephone

Text

Fax

Text

 

To Create Data Fields for a Stack Type

1.In Globodox, select Settings > DB Settings > Stacks in the Navigation pane. The already existing Stacks will now be displayed in the right pane.
2.Click the New button of the Home tab. The Data Field Manager will now be launched.
3.By default the Information pane of the Data Field Manager will be displayed.
4.Enter a name for the Stack Type in the Name box. We will enter 'Customer'.
5.Enter the plural name of the Stack Type in the Plural name box. We will enter 'Customers'.
6.Enter an alias name for the Stack Type in the Alias box. We will enter 'Cust'.
7.Enter a short description about this Stack in the Description box.
8.Click the Fields tab to add data fields for this Stack. The Fields pane will now be displayed.
9.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.
10.Select the Field Name cell to enter a name for the field. We will enter 'Company Name'.
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
 

11.Select the Text Type for this field from the Field Type drop-down. The properties of Text data type will now be displayed in the Field Properties section.
12.In the Maximum Length and Minimum Length box specify the maximum and minimum number of characters that can be entered in this field.
13.Specify whether the field is required, recommended or can be left blank in the Input Value drop-down.
14.Specify that Company Name should not have any duplicate values in the Allow Duplicates option.
15.If you wish you can apply a Security Label for the Company Name field from the Security drop-down.
16.We will now create a field for Address. Click the next line i.e. the Click here to add a new field, to create a new field. Follow the above steps to create the field.
17.We will now create a field for Email Address. Click the next line i.e. the Click here to add a new field, to create a new field.
18.Select the Email Data Type for this field from the Field Type drop-down. The properties of Email data type will now be displayed in the Field Properties section.
19.Specify whether the field is required, recommended or can be left blank in the Input Value drop-down.
20.Specify that Email Address should not have any duplicate values in the Allow Duplicates option.
21.If you wish you can apply a Security Label for the Email Address field from the Security drop-down.
22.We will now create a field for Web Site address. Click the next line i.e. the Click here to add a new field to create a new field.
23.Select the URL Data Type for this field from the Field Type drop-down. The properties of URL data type will now be displayed in the Field Properties section.
24.Specify whether the field is required, recommended or can be left blank in the Input Value drop-down.
25.Specify that Web Site should not have any duplicate values in the Allow Duplicates option.
26.If you wish you can apply a Security Label for the field from the Security drop-down.
27.We will now create fields for Telephone and Fax.
28.Once you have created all the fields, click the Save button to save the changes and create the Data Field.
 
Now that you have created a Stack Type you can add a Stack to it.

 
Notes:

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.
 

Related Topics
Create Data Fields for Document Types
Add Stack to a Stack Type
Delete Fields

 

 


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