Summary
Custom Field-based filters while creating or editing Section Groups, enabling dynamic grouping of sections based on structured metadata rather than relying on Tags or Collections.
Problem Statement
Currently, Section Groups in the Content Library rely on metadata such as Tags and Collections but not Custom fields. This presents several limitations:
- Customers primarily use Custom Fields to define business logic (Scope, Modality, Format) rather than Tags and Collections.
- Lack of direct support for Custom Fields leads to:
- Manual effort in grouping sections
- Misalignment with customer workflows
- Reduced scalability for complex projects
Why Custom Fields Over Tags/Collections
- Structured & Standardized: Custom Fields are predefined and governed, unlike Tags which are often free-text and inconsistent
- Aligned to Business Logic: Customers use Custom Fields to represent real operational dimensions
- Better Governance: Reduces duplication, ambiguity,
Proposed Solution
Enhance Section Group functionality to:
- Allow selection of Custom Fields during creation/editing of Section Groups
- Enable filtering logic such as:
- Region = APAC
- Product = X
- Category = Security
- Automatically group sections based on selected Custom Field values
Business Justification / Why This is Needed
- Customers already depend heavily on Custom Fields to structure their workflows
- Current reliance on Tags/Collections creates inefficiencies and inconsistency
- This enhancement aligns the product with how customers actually operate, improving usability and adoption
Customer Impact / Benefits
- Faster Project Setup
Eliminates manual grouping of sections - Improved Accuracy & Consistency
Reduces errors caused by inconsistent tagging - Better Collaboration
Teams can easily identify relevant sections based on structured attributes - Scalability for Enterprise Use Cases
Critical for large RFPs, DDQs, and multi-team collaboration - Enhanced Governance
Encourages use of standardized metadata over unstructured tagging
