July 5th, 2023, Release: Tagging Clips and Read-Only Smart Fields

On July 5th, 2023, we rolled out yet another Smart Field feature for your convenience as well as some enhancements to the clipping process. Let’s take a look at what’s new.

Here are the highlights:

1. Tagging While Clipping

As a content manager, you know how important tagging is to making content easy to find, and yet, up until now it has been a rather tedious two-step process when clipping new content to your Knowledge Libraries, as after clipping, you'd have to open a new browser window, locate the content you just clipped in your content repository, and then edit its properties and tag it. 

With this new release, you can now immediately tag your content as soon as it has been clipped:

After clicking to add filters and other details, you'll be taken to the content properties edit screen where you can tag your clip. Here's an example of what ours looks like:

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2. Read-Only Smart Fields

Following the successful implementation of the Hidden Smart Fields feature, we're continuing to progress with this update which includes the ability to designate a Smart Field as “Read-Only”.

You might question, why is this useful? Consider instances where reviewing the data is necessary but you do not want to risk inconsistencies in the data you are pulling through from other systems. This is precisely where the new Read-Only function comes into play.

So, how does one utilize this new feature? Simply go to Manage > Smart Fields. 

When you're establishing or adjusting Smart Fields, you'll find a new “Read-only” checkbox option. It's unchecked by default, but it's there for your convenience as needed.

You will also notice that in the Smart Field grid there will be a “Read-Only” column, where the value will either be set to “Yes” or “No”. This is so that you can see at a glance if a Smart Field has been set to read-only:

Upon ticking the "Read-Only" box, the field and its contents will remain visible on the Document Create/Insert forms (including Auto Answer insert) and Pursuit Create/Edit forms. However, instead of the usual appearance, the field will be grayed-out, signifying its inactive state.

Confused about why a field can't be altered? Just hover over the field and a useful tooltip will display, clarifying why the field can't be edited.

Please take note of the following additional information:

• Pursuit Type Level: The Smart Field setting can't be overridden at the Pursuit Type level. In other words, if you'd like a Smart Field to be read-only on one Pursuit Type but not on another, you'll need to create separate Smart Fields for each of these Pursuit Types.
• Usage: This setting can be applied to all Smart Field Types, except for Dynamic Content and Pursuit Standard Fields.
• Exception: There is however one exception - if a field is marked as both Required and Read-only but doesn't contain any data yet, it will remain editable.

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