Creating Fields and Including them in Classifications

by Jan 27, 2021Basic Setup, Classification and Fields, Creating Fields, Document Management

Nucleus One fields allow you to highlight important information from your documents. These values can be used for index searches to find documents faster, or to further organize your classifications and folder trees. Nucleus One accepts multiple data types, including, plain text, dates, and numeric fields to name a few.

Creating Fields

In order to add fields in Nucleus One, you must be the creator of a project or have the Administrator role for the project.

1. Capture a document in Nucleus One, or navigate to an existing document.

2. Click the document to open it.

Inbox with single file

3. To add new fields or manage existing ones, click the vertical ellipses in the top right corner.

Vertical Ellipses Document Properties
Manage Fields

4. Select “Manage fields” from the list.

5. Click the Plus in the top right corner to add a new index field.

• If editing an existing field, click its name and jump to step 7.

Add Index Fields
Add Field Name

6. Name your new field by typing in the text box and clicking ADD.

7. Define what type of field you require.

Data Type Text Fields

• Field Name is the Name entered in step 6 and can be changed here.

• Label is the name displayed to the users for the field. If left blank, users will see the Field Name.

• Data type further defines the field and the options change depending on the selection. Text is shown above.

• Match Type will allow you to flag the field as an email field that expects an email address.

Match Types Text Field
Masks Text Fields

• Mask has a couple options to force predefined formats and a custom option to define your own required format.

• When “List items” is toggled on, it allows you to upload a file with a list of entries to turn the field into a dropdown field.
List Items Text Field

• When “Allow new” is toggled on, Nucleus One will accept entries that are not on the dropdown list.

Lists - Allow new Text Fields

• When “Save new” is toggled on, entries that were not originally on the list but were committed with a document will be saved to the list going forward.

• When “Allow multiple values” is toggled on, multiple entries from the list can be selected.

• When “Required” is toggled on, the document cannot be saved unless the field contains a value.

• When “Sensitive” is toggled on, the information in the field will not be included in email notifications that include document details.

Data Type Number Field

• The Number Data Type only accepts numeric digits.

• The “Decimal places” dropdown allows you to define the number of decimal places the field can accommodate.

• The Currency Data Type functions like the Number type but with the Decimal places set to two and will prepend the currency symbol to the value.

Data Type Currency Field

• The Date Data Type allows users to type a value or choose using a date selector.

• The Checkbox Data Type adds a checkbox field to the document.

Data Type Date Field
Data Type Checkbox

Including Fields in Classifications

1. Click the menu icon under the classification column of the field you want to add.

Classification column Index Fields

2. Toggle on the classifications in which you would like to include this field.

Index Fields Added to Classifications

• Below you can see a Classification containing values for each type of field.

Data Type Examples

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