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Adding a Field Set

A new field set is a copy of the Default one (see What Are Field Sets?). You typically create a field set when you want to modify parameters of built-in fields and/or add custom fields to customize how CES manages metadata for one or more specific sources. You then assign the custom field set to the appropriate source or sources. Each source uses only one field set.

To add a field set

  1. On the Coveo server, access the Administration Tool (see Opening the Administration Tool).

  2. Select Configuration > Fields.

  3. In the Fields Sets page, click Add.

  4. In the Add Fields Set page:

    1. In the Name box, enter a name to identify the field set.

      Example: You are creating a field set for Salesforce content and name the field set My Salesforce Organization Custom Fields.

    2. In the Description box, optionally enter a description to help you remember the purpose of the field set and details about what you customized.

    3. Click Save.

What's Next?

Add custom fields to your new field set (see Adding or Modifying Custom Fields) or modify existing built-in fields, and then associate the field set with the source(s) for which it was created (see Modifying the Field Set Used by a Source).

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