Custom Columns

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Custom Columns

To add Custom Columns go to Settings and choose Edit Columns:

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Select the third tab - Custom Columns:

Right-click in the dialog box to add,delete, or edit columns and the drop down menu will appear:

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The Add/Edit Custom Columns dialog box will appear:

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Type the name of the new column into the Column Name area.

Choose column type from the drop down:

Text -- use for fields that may contain symbols and/or alphanumeric characters

Text (Long) -- use for fields that may contain > 2000 characters of text

Number -- use for fields that only contain integer data

Date

Choose either Locked for editing or Filterable:

The Locked for editing option specifies whether this field should be editable by reviewers. Individual cells in a locked column will not be editable, however, metadata is overlaid into a "locked" Custom Column.

The Filterable option specifies whether the unique values in this field should be visible as filter options in the filter tree. After enabling the Filterable option for a Custom Field, go to Matter -> Refresh Environment to see the filter option appear. Likewise, changes to the values in that column will not be reflected in the filter tree until the environment is refreshed.

Click Apply to commit the changes.

Important: When using the Filterable option, only the first 1000 unique values in a field will be added to the filter tree.