On the Fields tab of the AddEdit Rule screen, click Add. Select Title from the Field Name option list. Click OK. Select the Edit display type from the Type option list to allow this metadata Click OK.

3-42 Application Administrators Guide for Content Server

a. On the Fields tab, click Add.

The Add Rule Field Screen is displayed.

b. Select Comments from the Field Name option list.

c. Select a general position from the Field Position option list for example, top.

d. Click OK.

The AddEdit Rule Field ’name’ Screen is displayed.

e. Select the Required display type from the Type option list to ensure that users

must enter a comment about the content item being checked in. f. Enter a statement in the Required Message field. This is optional for all rule field types except the Required type.

g. Select the Use default value check box and click the corresponding Edit

button. The Edit Default Value: Conditions Tab is displayed.

h. On the Conditions tab, click Add.

The Edit Default Value: Add Condition Screen is displayed. i. Enter the name of the field condition for example, UserMsg.

j. Click OK.

The Add Condition screen closes and the clause-generating fields display on the lower pane of the Conditions tab. k. Enter a short statement in the lower Value field, at the far bottom of the screen near the Compute button. This statement will be the default value for the Comment field.

l. Click OK.

The Edit Default Value screen closes and the default value Idoc Script clause for the UserMsg field condition is added to the Default Value text pane.

m. Click OK.

The Add Rule Field screen closes and the Comments metadata field is added to the Fields list. 6. Add and define the Document Title metadata field as follows:

a. On the Fields tab of the AddEdit Rule screen, click Add.

b. Select Title from the Field Name option list.

c. Select a general position from the Field Position option list for example, bottom.

d. Click OK.

e. Select the Edit display type from the Type option list to allow this metadata

field to be editable on the Check In and Search pages. f. Optionally, enter a note in the Required Message field.

g. Click OK.

The Title metadata field is added to the Fields list.

7. Click OK.

Managing Metadata 3-43 The AddEdit Rule screen closes.

3.2.7.1.2 Create the Profile Rule To create the profile rule:

1. On the Rules tab, select Add.

2. On the General tab, enter the name of the profile rule in the Name field for example, DefaultMktComment. 3. Optionally, enter a description for the profile rule.

4. Select the Is group check box.

5. Select the Has group header check box, and click the corresponding Edit button.

The Edit Group Header Screen is displayed. 6. Enter the text to use as the header for the grouped metadata fields for example, Marketing-Specific Information.

7. Click OK.

8. Add and define the Comments metadata field as follows:

a. On the Fields tab, click Add.