Create a drop down menu - FileHold managed

These menus are created by the Library Administrator so that users can select from a list of choices rather than typing.

Adding, deleting, or changing drop-down list values are logged in the Library Audit Log.

To create a FileHold managed drop-down menu

  1. In the Web Client, go to Administration Panel  > Library Configuration > Metadata Fields.
  • Alternatively, in the FDA, go to Administration > Manage Schemas > Metadata Fields.
  1. In the Add Metadata Field pane, enter a Name for the metadata.

  2. Enter a Description for the metadata.

  3. Select a Drop Down Menu - FileHold Managed.

  4. From the Web Client, click Manage Menu Items. You can add, delete, and organize the order of the hierarchy by moving the items up and down.

  • From the FDA, click the Field Properties tab. Add, Edit, Delete, and organize the order of the drop down list.

Create a FileHold managed drop down list
  1. If multiple selections are allowed, select the Allow Multiple Selections check box.

TIP: You can select multiple values by selecting the check box next to the value name.

  1. If there are duplicates in the list and would like them removed, select the Remove Duplicates check box. This option is checked by default.

  2. Enter or select an Initial Value, if applicable.

FileHold managed drop down metadata field properties
  1. From the Web Client, click Save.
  • From the FDA, click OK.