Adding Custom column to Source Records List?
Posted: 07 Feb 2023 02:44
I am still very new and learning FH7. It has been a pretty steep learning curve so far. I am a very long term user of TMG, which had many customizations, and am in the slow process of migrating from that.
I know generally how to add a column to the Source List in FH7 using "Configure Columns" - but I don't seem to be able to add a custom-from-TMG field. The TMG field imported in to FH7, so it exists, and has data. But it is not listed in any of the Columns that display when I right click and Configure Columns.
My intention is to have a custom "file reference number" that I use to designate literal physical items in my paper files; it is my off-line hard-copy organizational method that I have used for years and used as an integral part of my TMG workflow and source designations.
Attached is a screenshot showing an expanded Source that shows the custom File Reference field with the data: V003. When I go to Configure Columns>>Other..>>Add Column>>Insert Data Reference I have expanded all the options under "Source" (even though they are shown here collapsed) and am unable to find my File Reference field to choose it so that it is displayed in the Columns.
What do I need to do in order to get this field to become a Column?
I know generally how to add a column to the Source List in FH7 using "Configure Columns" - but I don't seem to be able to add a custom-from-TMG field. The TMG field imported in to FH7, so it exists, and has data. But it is not listed in any of the Columns that display when I right click and Configure Columns.
My intention is to have a custom "file reference number" that I use to designate literal physical items in my paper files; it is my off-line hard-copy organizational method that I have used for years and used as an integral part of my TMG workflow and source designations.
Attached is a screenshot showing an expanded Source that shows the custom File Reference field with the data: V003. When I go to Configure Columns>>Other..>>Add Column>>Insert Data Reference I have expanded all the options under "Source" (even though they are shown here collapsed) and am unable to find my File Reference field to choose it so that it is displayed in the Columns.
What do I need to do in order to get this field to become a Column?