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.

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