> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/chinese/guan-li-yu-she-zhi/settings/global-settings/document-types/fields/adding-and-editing-fields.md).

# 添加和编辑字段

## 以下是如何在 DocBits 中添加新字段或修改现有字段的步骤，包括如何访问高级配置选项：

### 添加新字段

* 登录并访问文档管理：

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-acd0bb406a4495ba418c12bbe6ca07d5e10c35d3%2Fsettings_navigation_step1.png?alt=media" alt="设置导航步骤 1"><figcaption><p>设置</p></figcaption></figure>

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-dbfe5b48906d7e04885e58cbef4a7d20000e748f%2Fsettings_document_types_step2.png?alt=media" alt="设置文档类型步骤 2"><figcaption><p>设置文档类型</p></figcaption></figure>

**添加新字段：**

* 点击“Create Field”选项。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-552268fae3347be8643df36c2b42800bf3446bff%2Fcreate_field_button.png?alt=media" alt="创建字段按钮"><figcaption></figcaption></figure>

**基本配置：**

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-6d534f8b3bc2332e31ec625f9a7ec599f6639b1d%2Ffield_basic_configuration_form.png?alt=media" alt="字段基本配置表单" width="375"><figcaption></figcaption></figure>

* **名称**
  * 选择一个有意义且能清楚描述字段的名称。
  * 名称必须唯一。
  * <mark style="color:red;">**注意：**</mark> **创建后，名称无法更改。**
* **标题**
  * 这是字段显示的名称。
  * 它定义了字段在用户界面中的显示方式。
  * <mark style="color:red;">**注意：**</mark> **之后可以根据需要更改标题。**
* **选择字段类型**

  * 从下拉列表中选择字段类型。
  * 可用的字段类型包括多种选项，可满足不同的数据录入需求。
  * <mark style="color:red;">**注意：**</mark> **创建后，类型无法更改。**

  <figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-62de077811f9fd8353370c90a82e31c6b6f65c09%2Ffield_type_selection.png?alt=media" alt="字段类型选择" width="375"><figcaption></figcaption></figure>
* **可选：启用费用元素**
  * 可以勾选标记为 **Enable Charges Element** 的复选框。
  * 勾选后，必须从下拉列表中选择一个费用元素。
  * \*\*重要：\*\*必须事先配置费用元素。
    * [费用元素配置](/chinese/infor-ji-cheng-yu-pei-zhi/importing-customer-master-data/m3/table-extraction-for-costing-element.md)

**高级配置：**

* 在此可以设置验证规则、匹配值、只读模式、隐藏选项和 OCR 设置等其他属性。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-846aecd2378a8743efa72aa63b1fe6a5fadf955a%2Ffield_advanced_configuration_tab.png?alt=media" alt="字段高级配置选项卡"><figcaption></figcaption></figure>

**保存：**

* 完成所有必要配置后，点击“Save”或类似按钮以创建新字段。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-04046825deb831d47cb1e01d664aae74b3a15eaa%2Ffield_save_button_small.png?alt=media" alt="字段保存按钮" width="75"><figcaption></figcaption></figure>

### 编辑现有字段

**访问字段编辑：**

* 前往现有字段列表，找到要编辑的字段。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-f6cff4c9091fcc9bdf483090aa6d828fd10a051e%2Ffield_list_view.png?alt=media" alt="字段列表视图"><figcaption></figcaption></figure>

**选择字段：**

* 点击相应字段以访问编辑选项。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-6c8c9a58bfae4b21df15421079065b1095b52e35%2Ffield_edit_selection.png?alt=media" alt="字段编辑选择"><figcaption></figcaption></figure>

**更改配置：**

* 根据需要更改字段属性。这可能包括更改标题、添加或移除验证规则、设置匹配值，或调整其他高级设置。

<mark style="color:red;">**注意：**</mark> 如果更改字段的 **Title**，必须在布局构建器中删除并重新添加该字段，所做更改才会生效。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-0db321078320bf3dbe514ca4f0d99adf8526ab68%2Ffield_edit_configuration_form.png?alt=media" alt="字段编辑配置表单"><figcaption></figcaption></figure>

**保存：**

* 点击“Save”以保存对字段所做的更改。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-46e3b96b51a7fa48b9ae5f8063986e6e2fa540b0%2Ffield_save_settings_button.png?alt=media" alt="字段保存设置按钮" width="260"><figcaption><p>保存设置</p></figcaption></figure>

按照这些步骤添加新字段和编辑现有字段，并使用高级配置选项，可以最大限度地提高文档处理系统的灵活性和适应性。这样，您就可以根据需要组织和处理数据。


---

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