File and folder metadata iSheets

Create a file or folder metadata iSheet

An iSheet can be associated with files or folders by enabling the
File metadata template
 or
Folder metadata template
 setting from the iSheet configuration page (
Admin
 >
Module settings
 >
iSheets
, then click the desired iSheet name). These settings may be enabled when creating a new iSheet or after an iSheet has been created.
Enabling either the file or folder metadata template will result in the following changes to a standard iSheet:
  • iSheet-level permissions cannot be customized
  • Additional system-generated fields for File and/or Folder

File and folder metadata iSheet level permissions

Permissions cannot be set at the iSheet level, but are governed by permissions set for files and folders in the
Files
 module.

File and folder metadata iSheet system generated fields

Additional system-generated fields will appear for file and folder metadata iSheets. Folder metadata iSheets include a system-generated column called
Folder
. File metadata iSheets include system-generated columns called
Folder
 and
File
.
The
File
 and
Folder
 columns contain links to the file and folder, respectively. If a user has download access to a file, the download icon will also appear next to the file.
Like other iSheet system-generated columns, Site admins may adjust certain configurations such as the width, column name, and if the column should be included in the iSheet search. These columns may also be included in views as needed.
File and folder metadata iSheets are standard iSheets and can use all features such as conditional columns, mandatory columns, etc. They may also be used as a lookup source and may have email alerts enabled. If the email alerter view is configured to include the file name, the email includes a link to the file.
iSheets that are metadata iSheets are indicated as such on the iSheet admin page.

This article applies to:

  • Product: HighQ
  • Subject: iSheets, Setup

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