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topic_indexlabels

Index Labels

All entities (fData, fPanels, fDocs, fSheets and Menu) can be indexed by using Index Labels. An index label is simply a text value that is used to classify and therefore index your entities. For example you may wish to classify documents and dashboards that relate to clients, products or both.

Index labels are primarily used to search for entities, but are also used to create menu items that include fDocs/fSheets templates or fPanels dashboards that have some or all of a set of labels. So you could create a menu or sub-menu of all fDocs templates that relate to both clients and products, or either.

Labels are selected for an entity in its Properties page.

Click on the grey labels to the right to move them to the blue, selected, labels in the left. To add more labels for the entity type, click on the + icon.

The popup form lets you click on labels currently available to other entity types to add them to this entity's type. Alternatively, type new labels one per line in the text box. Click Save to add the new labels to the current entity type and return to the properties page.