Completed

Ability to specify a default for metadata fields

I would like to be able to specify a default value for a metadata field.

The simplest implementation would be to allow the administrator to specify a given string for a field default. But ideally, it would be great if it could allow for some logic to be used. For instance, a person field (for example, one for a project manager) could default to the person entering the metadata. Or, a date could default to the current date plus one year (for an expiration date).

 

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6 comments
  • Hello Amy,

    Thank you for your feedback. We have 2 features in the road-map to address your request.

    In the short term, we are going to implement the possibility for library administrators to define different templates of documents per classes. This templates will allow the admin to define default values of properties and default attachments.

    In the long term, we are working on having smarter fields for properties with the possibility, for example, to set for person fields values to <current_user>, or for a date <creation_date+Ndays>.

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  • Dear AODOC team,

    This is great that some work is done towards that. May I also add the need to default title or part of the title as well. It would be also great to construct title using other property fields. 

    Thank you.

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  • Hello Olga,

    Thank you for your feedback. I confirm that the ability of creating templates of documents includes as well the title. Regarding the possibility to have dynamical title based on other fields, it is not yet part of the incoming update.

    You should be able to try this new feature with the version 40, to be released very soon.

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  • Dear Thibault Mortier,

    Do we have the functionality to be able to populate a Metadata field based on other fields. Example: I have a field called Description which i want to populate based on 2 different fields, (customer + country). if yes, could you please let me know how it can be done. Thanks. 

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  • Hi Sairam,

    You can do this using custom scripts. I'll DM you directly, to orient you on the right path.

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  • Hi! I have metadata fields that users populate within Google Drive (using Categories and Document Class properties). Is there a way to select the first choice by default in a drop down menu? I think that is what this original question is asking, but I haven't been able to figure it out. Thank you!

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