How Can I Convert Custom Fields in a Workspace?

The Convert custom fields feature allows you to copy existing values from an option-based custom field to a hierarchical custom field in your Workspace.

This is useful when you have already classified or tagged patents using an option field and want to reuse those values within a hierarchical field, without manually applying the same information again.

When should I use Convert custom fields?

Use Convert custom fields when you want to reuse existing classifications from an option field in a hierarchical custom field.

For example, if patents have already been tagged using an option-based custom field, you can copy those existing values into a hierarchical field for the selected patents rather than classifying them again manually.

How to convert custom fields

1. Open the relevant Workspace folder.
2. From the patent list, select the custom field you want to process.
3. Select Convert custom fields from the menu.

1. Select the source option field containing the values you want to copy.
2. Select the target hierarchical custom field.
3. Confirm the conversion.

The values from the selected option field will then be copied to the target hierarchical field for the selected patents.

What fields can I convert?

• The conversion is specifically designed to copy values from an option field to a hierarchical custom field.
• Other custom field combinations are not supported by the Convert custom fields feature.

If you need a more flexible or automated way to classify patents, consider using Rule-based Tagging.

Key Takeaways

• Convert custom fields lets you reuse existing custom field classifications without manually applying the same information again.
• The feature copies values from an option-based custom field to a hierarchical custom field.
• The conversion applies to the patents you select in your Workspace.
• Other combinations of custom field types are not supported.
• For more flexible or automated classification workflows, consider using Rule-based Tagging.