In order to create new custom fields in Opus 2, users must add the field(s) to an existing Document Type (see article on Creating a new Document Type, if the appropriate type does not yet exist in the Opus 2 Admin > Metadata page).
In the Opus 2 Admin > Metadata page, click on Edit next to an existing Document Type, then click on Add Field to add the custom metadata field(s). Fields can be added to multiple Types.
A blank box will be added to the bottom of the existing fields; scroll down if necessary.
Type in the desired name for the field in the blank box and select the appropriate Type from the drop-down options. Hit Apply.
Please see the below table for more details on each field type:
Type | Description |
Extended Text | Used for fields with memo-style values (e.g. Description, AttorneyNotes); and creates a larger box for that field in the Properties box Creates the option for wildcard searches (*) in Search builder: contains, does not contain No characterlimit |
Text | Default type Creates the following search options in Search builder: equals, does not equal, starts with, is empty, is notempty |
Date | Apply to any date field for proper formatting and sorting Creates the following search options in Search builder: in range, before, after, is empty, is not empty, equals, does notequal |
Number | Creates the option for wildcard searches (*) in Search builder: contains, does not contain |
Once the field has been added to a Document Type, it now has to be added to the Metadata Columns so that it can be selected for viewing in the Documents tab.
In the Metadata Columns box, click on "Add New Column." Make any desired selection for the field formatting in the Custom Fields dialog:
Check any boxes that correspond to desired settings for your new field. Hit Apply to save all changes.
IMPORTANT: The spelling and capitalization of the Field Name in the Document Types fields list must match exactly the spelling and capitalization of the Field Name in the Metadata Columns. Also, the Field Name field must not contain any spaces between words or any spaces following the word. Use an underscore if necessary.E.G. Use “Date_Sent” rather than “DateSent”.