› Work with KCM Designer › Work with Field Sets › Create and edit a Field Set

Create and edit a Field Set

  1. Navigate to Data > Field Sets.
    • To create a new Field Set, click New Field Set in the New pane on the right.

      Enter a name for the new Field Set and click OK. The name can only contain alphanumeric characters and must start with a capital letter.

      The new object appears in Field Sets.

  2. Click the needed Field Set and then click Edit in the View and Edit pane on the right.
    The Field Set Editor appears.
  3. To add a Field to the Field Set, click Add.
  4. Enter a name, a default value, a format, and a description for the Field.

    The default value is only used if the Field is used in a Text Block and no other value is assigned to it.

    The format determines how the content of the Field is formatted when that Field is used in a Text Block. You can select the following formats. The result of the format is language dependent, which applies to the thousand separators and date representation.

    Format Description

    none

    No formatting is applied to the content of the Field. The content is presented as is.

    date

    Presents the content of the Field as a date. The day and the year are presented as numbers; the month is presented as the month's name. The Field must contain a numerical date value.

    The result depends on the output language.

    Example 20180621

    Results

    English US: June 21 2018

    English UK: 21 June 2018

    Dutch: 21 juni 2018

    amount

    Rounds the numerical content of the Field to two decimals and adds thousand separators, if applicable. Use this format if the numerical content of the Field should be represented as money amounts. No currency signs or other additions are added. The Field must contain a numerical value.

    Example 1234.56

    Result 1,234.56

    numerals without format

    Rounds the numerical content of the Field to zero decimal positions. No thousand separators are added. The Field must contain a numerical value.

    Example 1234.56

    Result 1235

    uppercase

    Represents the text content of the Field in uppercase characters.

    Result NEW YORK

    lowercase

    Represents the text content of the Field in lowercase characters.

    Result new york

  5. When you finish adding the Field, click the save icon to the right of the Description field. When you finish creating the Field Set, click Save & Close.
  6. Now you need to add the Field Set to the Data Backbone. For more information, see the section "Add a Field Set to the Data Backbone" in the Kofax Communications Manager Repository User's Guide.