Modify Screens to Include Connection Pickers and Document Type

Contents

• Overview
• Pre-conditions
• Steps

Overview

To ensure that document owners are able to connect documents of certain types (such as procedures) to other documents of complementary types (such as controls) when going through a drafting cycle for any of their documents, they would need connection pickers (which can only appear for filling in metadata forms).

These metadata fields allow data connections to be created between documents of different types.

Additionally, it can be beneficial to display and potentially make editable the Document Type system field.

More so for the inclusion of these pickers, the relevant screens (as per the template's layout configuration) need to be identified by a template owner, so as to target only the necessary screens that affect the desired template(s).

Pre-conditions

• System Permission: 'System Administration', 'Create Metadata Fields'

Steps

1. Click on the grid icon in the top right corner
2. Select Admin panel.
3. Select Metadata.
4. Switch to the Screens tab.
5. Select 1 relevant screen to open it.
6. (Optional): Drag a relevant connection picker from the right to the left side.
7. (Optional) Repeat step 6 for the other, relevant pickers to include.
   1. Re-organize fields and/or sections on the left side to better organize the new list of screen fields.
8. (Optional): Drag the Document Type system field from the right to the left side.
9. Click Save screen.
10. Repeat steps 5-9 for the other relevant screens.