Meta groups
This article shows how to create meta groups to use in document contents. Metagroups can contain multiple metafields which belong together and are used together.
There are two types of metagroups:
Basic groups: A group of metafields made by creating them directly to metagroup
Data driven metagroups: Contains mainfields and subfields. Selection in mainfield affect to subfields and gives default values to it. Data driven metagroups are based on values coming from Data sources.
Metagroups are linked to document content. Every change made in metagroup effects to every document content which uses metagroup.
Inside portal navigate to Data > Meta groups
Create basic meta group
Press New-button to open Create meta group -panel
Give Name to meta group
Add metafields to metagroup
Press Create-button to create and save meta group
Create meta field
Open meta group for edit or create new meta group
Press Add new -link in Metafields partition to open Add metafield -panel
Fill-in fields
Press Add-button to save metafield and add it to metagroup
Metafield-panel
General
Field type:
Normal: Metafield is created with values given in this panel
Built in: Kameleon author information is used as document metadata
Combined: Metafield is combination of other metafields in this metagroup
e.g. Author department / Author name. Read how to create combined metafields.
Overriden: Used automatically by portal and used only when metafield in document content is overriden
Name: Name of metafield, used in documents placeholders when metafield value is written to document
Software: Selected softwares where metafield is to show and use
Read-only: Checked when end user only sees metafield value, but cannot change it
Required: Checked when metafield value is required
Control
Control type:
Textbox: Normal text field for end user to write value or it can have default value
Combobox: List to open, end user selects value from predefined list
Editable combobox: List to open, end user selects value from predefined list or end user can write a value of them own.
Date: Date picker field.
Use current date: Used with date-control. Default value to document is current date. The format of the date comes from Languages > Language panel
Checkbox: Normal checkbox
Default value: Default value (written or selected from list) to document
Control list: Used with combobox and editable combobox. Select list from where to add list items
Display names
Finnish: Control's label when Office language is in Finnish
English: Control's label when Office language is other than Finnish
Display names should be added to all languages used in your company’s Kameleon.
Meta information
Usage in PowerPoint: Select one of PowerPoint's internal fields for metafield values placeholder
Summary info name: Select one of document's summary info fields in which metafield value is written
SharePoint column name: If SharePoint column's displayname is different from columns internalname, internalname is the one to use
Custom property name: Name of customproperty where metafield's value is written. If customproperty does not exists, it will be added.
Edit metafield
Inside portal navigate to Data > Meta groups
Open meta group for edit
Click metafield to open Edit metafield -panel
Make changes to fields
Press Update-button to save metafield
Data driven metagroups
Values to data driven metagroups come from Data sources. Admin user can choose what data source columns are used as key and display name for list items
Data driven metagroups contain mainfields and subfields. Columns, selected in datasource, are choose to be either mainfield or subfield.
In Kameleon Office end-user selection of mainfield value fills in subfield values.
Create data driven metagroup
Press New-button to open Create meta group -panel
Select data source to use
Give name to meta group
Press Create-button to create and save meta group
Add main field
Press Add new -link in Main fields tab to open Add main field -panel
Select Data column to use
Give Name for main field. Name is used in documents placeholders when main field value is written to document
Add sub field
Select Sub fields -tab and press Add new -link in to open Add sub field -panel
Select Data column to use
Give Name for sub field. Name is used in documents placeholders when sub field value is written to document
Display names
Finnish: Controls label when Office language is in Finnish
English: Controls label when Office language is other than Finnish
Meta information
Summary info name: Select one of documents summary info fields in which metafield value is written
SharePoint column name: If SharePoint columns displayname is different from columns internalname, internalname is the one to use
Custom property name: Name of customproperty where metafields value is written. If customproperty does not exists, it will be added.