This article covers:
- About Custom Fields
- Types of Custom Fields:
3. Drop-Down Menu
5. Drop-Down Tree
- Access Custom Fields across Workspaces
- Edit Custom Fields
- Apply Custom Fields to a group of patents
About Custom Fields
Custom fields are designed to be a helpful tool for recording your thoughts on a patent. There are different types of custom fields available to you which can be found by going to the Workspace area and clicking on the option of "My custom fields".
These fields are global to your entire account and can easily be shown or hidden in the different Workspaces based on your needs and objectives.
Types of Custom Fields
You can create five different types of custom fields:
If the question is open such as "what is patented?", the text option could be most appropriate due to the broad number of words you may add in that field.
Date allows you to add important dates you may want to add next to the patents.
3. Drop-Down Menu
If the question is closed such as "Relevancy?", you can generate a yes/no binary drop-down menu or a numeric drop-down menu with numbers 1 to 5 to grade your results.
A number can be useful when classifying patents by internal categories.
5. Drop-down Tree
A Drop-Down Tree supports the creation of multi-level annotation. This enables you to set up a detailed review process and allows for more customization and control over the review process.
Creating a Drop-down Tree (within workspace):
A Drop-down tree can be created like all other custom fields by clicking the user icon then clicking Custom Fields or within a Workspace. Here's how you could create it through a Workspace:
Once you’re in a Workspace, you can create a Drop-Down Tree by clicking the ‘Tree’ tab then click ‘Add a drop-down tree’ option.
Enter a field name, now you can add the main node and sub-nodes to the drop-down tree. (Up to 500)
Click submit after entering all drop-down tree entries.
The drop-down tree would now appear in the Workspace, where you can add detailed annotations for results in the Workspace.
How can I access custom fields across different Workspace folders?
You can access a previously created custom field across different Workspace folders by clicking ‘Manage Fields’ and scroll to the custom field name and turn on the switch to be displayed in the workspace. Finally, click 'Apply to current folder', once done the custom field would now appear as a column in your Workspace.
Alternately you can also search for the custom field name in the search box available in the manage fields section.
How can I edit / update / delete a previously created custom field?
If you would like to edit/update/delete a previously created custom field, click the downward arrow next to the custom field, then 'Edit'.
Alternatively, you can also do so within the Custom Field Management area.
Can I apply custom fields to a group of patents?
You can apply custom fields to a group of 3000 patents at once. Here's an example below of how you could apply a drop-down tree field to a group of patents in a Workspace. In case you're selecting multiple entries from a drop-down tree menu you would need to add one entry at a time and submit before applying fields across the patent group.