Fusion 23.4.0 Manage Help Center

# Field templates

You can create one or more field templates to make common selection of metadata fields more efficient. For example, you want a specific set of metadata to be included when you export the list of data items within any workbook to CSV and you want to include a different set of metadata when you export a list of items on hold.

Field templates can be used in Manage and in Analyze. This means that the fields you can select for the template include metadata that is present only in structured data sources—structured data can not be placed in workbooks and the applicable fields are not visible when exporting to CSV from within Manage.

Available metadata fields for inclusion in field templates

Field | Description
--- | ---
Accounts | Defines the accounts associated with the item.
Analyzed/Collection Status | Defines the current processing/collection status of the item. A status of Metadata means only the metadata has been indexed. item content has not been indexed, stored, or collected. A status of Analyzed means the item content has been analyzed to identify tag values, but the content has not been stored. The item itself has not been collected. A status of Collected means that the item content has been indexed and the item has been collected.
Archive Date | Defines the date that the item was collected by Fusion.
BCC | Defines the blind carbon copied (Bcc) recipients of the email item. NOTE: Depending on how the items were processed, this information may not be present. For example, in PST files, Bcc information is available for outgoing messages, but not for incoming messages. Applies to email items.
Categories | Defines categories associated with the item.
CC | Defines carbon copied (Cc) recipients of the email item. Applies to email items.
CM Classifications | Defines the Content Manager classification.
CM Expanded Number | Defines the Content Manager expanded number.
CM Notes | Defines the Content Manager notes.
CM Record Number | Defines the Content Manager record number.
CM Record Type | Defines the Content Manager record type.
CM Unique Identifier | Defines the unique identifier for Content Manager documents.
Column Count | Defines the number of columns in the table.
Columns | Defines the column headers in the table.
Content Stored Status | Specifies whether the item's content has been stored.
Create Date | Defines the original creation date of the item.
Datasets | Defines the name of the dataset associated with the item.
Errors | Defines any errors associated with the item.
Export Locations | Defines any export locations associated with the item.
Extraction Type | Defines the type of extraction performed on the item.
Family BCC | Defines the blind carbon copied (Bcc) recipients of the email parent document if the item is an attachment to an email. Applies to email items.
Family CC | Defines the carbon copied (Cc) recipients of the email parent document if the item is an attachment to an email. Applies to email items.
Family From | Defines the author of the email parent document if this item is an attachment to an email. Applies to email items.
Family Reply To | Defines the "reply to" email address for the parent document if the item is an attachment to an email. Applies to email items.
Family Sender | Defines the distributor of the email parent document if the item is an attachment to an email. This can differ from the Family From value if, for example, an application distributed the parent email instead of an individual. Applies to email items.
Family To | Defines the primary recipients for the email parent document if the item is an attachment to an email. Applies to email items.
File Extension | Defines the file extension of the document (such as .pdf, .msg, .docx)
File Name | Defines the full name of the table or the file including the file extension.
File Size | Defines the size, in bytes, of the data item, including attachments.
File Type | Defines the file type of the data item. For example, PDF, email message, Word document, or ocet-stream (binary data).
First Analyzed Date | Defines the date that the data item was initially analyzed (content processed for tag values) by Fusion.
First Processed Date | Defines the date that the data item was initially processed by Fusion. This date may differ from the Archive Date (collection date) if the item was not collected during initial processing.
From | Defines the author of the email item. This can differ from the Sender if, for example, the Sender is an application that distributed the item. Applies to email items.
Grammar Rules | Defines any grammar rules associated with the item.
Grammars Extract Status | Specifies whether the item was processed for grammar extraction.
Has Attachments | Specifies whether the document has attachments.
Hash | Defines the hash value of the item.
Holds | Defines any holds associated with the item.
ID | Defines the unique Fusion internal ID of the document.
Job run ID | Defines the unique job run ID associated with processing.
Last Analyzed Date | Defines the date that the document was last analyzed (content processed for tag values) by Fusion. This date may differ from the First Analyzed Date if the document has been reprocessed.
Last Processed Date | Defines the date that the document was last processed by Fusion. This date may differ from the First Processed Date or Archive Date if the document has been reprocessed in any way.
Master Document Create Date | Defines the original creation date of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document Datasets | Defines the dataset associated with the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document File Path | Defines the original path of the master duplicated item. This is the location from where the master document was processed. Applies to non-email items. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document Hash | Defines the hash value of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document ID | Defines the unique Fusion internal ID of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document Modify Date | Defines the last modified date for the master duplicated item itself. For file items, this would be the last modified (saved) date. For email items, this would be the sent date. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document Record Date | Defines the last accessed date for the master duplicated item itself. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document Title | Defines the subject of an email item or the title of a document of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Modify Date | Defines the last modified date for the item.
OCR Status | Defines whether OCR has been performed on the document.
Path | Defines the original path of the item. This is the location from where the document was processed. Applies to non-email items.
Protection Status | Defines whether the document has been protected.
Record Date | Similar to the Modify Date in that this defines the last modified date for the item itself, but also applies to email items. For file items and structured data items, this would be the last modified (saved) date. For email items, this would be the sent date.
Reply To | Defines the "reply to" email address for the item. Applies to email items.
Row Count | Defines the number of rows in the table.
Reporting Groups | Defines any tag reporting groups associated with the item.
Sender | Defines the distributor of the email item. This can differ from the From value if, for example, an application distributed the item instead of an individual. Applies to email items.
Sent to Targets | Defines the destination and targets the document was sent to, in the format `destination (target)`. For any documents that have not been sent to a target, the cell in the CSV file will be blank.
Source | Defines the name of the source associated with the item.
Source Type | Defines the type of source in Fusion from which the item was initially processed.
Tags | Defines any tags associated with the item.
Thread ID | Defines the unique Fusion internal ID of email threads. All items in the thread have the same Thread ID. Applies to email items.
Title | Defines the subject of an email, the title of a document, or the database table name.
To | Defines the primary recipients for the email item. Applies to email items.
Warnings | Defines any warnings associated with the item.
Weighted Labels | Defines any weighted labels associated with the item.
Workbooks | Defines any workbooks associated with the item.
Workspace | Defines any workspaces associated with the item.

After you create a field template, you can select the template when you export from a data item list to a CSV file.

To create a metadata field template

1. From the primary navigation panel, click Configuration () > Field Templates.

2. Click NEW FIELD TEMPLATE.

   The Create Template dialog opens.

3. Complete the options for the new field template

   Option | Description
   --- | ---
   Field Template Name | Type a unique, meaningful name for the field template. Limits: Maximum 50 characters.
   Description | Type a meaningful description for the field template. Limits: Maximum 250 characters.
   [metadata field selection] | Select and set the order of the metadata fields you want to include in the template. To add all metadata fields, click the button to add all (). To add desired metadata fields, click the name of the fields in the "selected" panel and then click the button to add those selected (). To remove all metadata fields, click the button to remove all (). To remove some metadata fields, click the name of the fields in the "added" panel and then click the button to remove only those selected (). To set the order of the fields to be included, click the drag icon () for the desired fields in the "added" panel and then drag the field to the desired order.

4. Click SAVE.

   The field template is saved and is available when exporting data to a CSV file.

To edit a field template

1. On the Field Templates page, click the name of the field template you want to edit.

   TIP: You can also do one of the following:

   - Click or hover over the row for the field template and then click the edit icon ().

   - Click the row for the desired field template, click the open detail panel icon (), and then click EDIT.

   The Edit Template dialog opens.

2. Make the desired changes and then click SAVE.

   The changes to the filed template are saved.

To delete a field template

1. On the Field Templates page, click or hover over the row for the field template you want to delete. Icons display in the right column.

2. Click the delete icon () associated with the desired field template.

   TIP: You can also click the row for the desired template, click the open detail panel icon (), and then click DELETE)

3. In the confirmation dialog, click YES to confirm the action.

   The field template is deleted.

Copyright 2019-2023 Open Text
Version 23.4.0 | Last updated September 2023
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