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 created either within or outside of a Workspace by clicking user icon on top right and selecting 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. Workspaces custom field : Drop-down Tree
A Drop-Down Tree supports 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 ‘Tree’ tab then clicking ‘Add a drop-down tree’ option.
Enter a field name, now you can add 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 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 ‘Custom Field’ and ‘Show-hide custom fields’ option.
Select the custom field name from available fields list and click ‘Submit’
The selected custom field would now appear as a column in your Workspace.
How can I edit / update / delete a previously created custom field?
If you would like to edit / update / delete a previously created custom field, you can do so by clicking the user icon on top right and selecting ‘Custom fields’.
Here’s a quick walk through to demonstrate how you could edit a custom field.
Can I apply custom fields to group of patents?
You certainly can apply custom fields to a group of patents. Here's an example 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.