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Editing Custom Property Sets

Modify existing Custom Property Sets to add, remove, or reorganize fields.

Who Can Edit Custom Property Sets?

Role Can Edit
System Administrator Yes
Administrators group Yes
Regular Users No

Adding New Fields

  1. Click Control Panel
  2. Click Custom Properties
  3. Select the custom property set to edit
  4. Click Fields in the toolbar
  5. A new field prompt appears automatically
  6. Enter the field information
  7. Click Add

Required Fields

New fields added to an existing property set cannot be marked as "Required" since existing documents won't have values for them.

Deleting Fields

  1. Click Control Panel
  2. Click Custom Properties
  3. Select the custom property set to edit
  4. Click Fields in the toolbar
  5. The Custom Property Fields window appears
  6. Click the Delete button on the row you want to remove

Data Loss Warning

Field deletion is permanent and irreversible. All data values for deleted fields will be permanently lost.

Reordering Fields

Change the order fields are displayed and prompted:

  1. Click Control Panel
  2. Click Custom Properties
  3. Select the custom property set to edit
  4. Click Fields in the toolbar
  5. Use the up/down arrows in the far-right column to reorder fields

Changing Caption

  1. Click Control Panel
  2. Click Custom Properties
  3. Select the custom property set to edit
  4. Click Custom Property Settings in the toolbar
  5. Edit the Caption field
  6. Save changes

Edit Operations Summary

Operation Location Notes
Add fields Fields toolbar Cannot be required
Delete fields Fields toolbar Permanent data loss
Reorder fields Fields toolbar Use arrow buttons
Change caption Custom Property Settings Display name change

See Also