Iron Mountain Connect Records Management
Setting Custom Box Template Fields
Administrative Functionality > Box Templates > Setting Custom Box Template Fields

Select which fields will be required, enabled and disabled on the Box Details screen when the customer creates a box that will be stored at Iron Mountain. Refer to Creating a Custom Box Template for the complete steps required to create a custom box template.

  1. Click Box Fields>; you are taken to the Box Fields step in the wizard.
  2. Select the Key Identifier from the drop-down list. The Key Identifier that you set you set here is used to identify records when they are displayed on the Box Details screens, the Item and the Details steps of the retrieval order basket, on order confirmation emails and within the Track Orders selection.
  3. Use the tick boxes to control which fields are required, enabled and disabled on the Box Details screen when this customer creates a box. If the customer is division- or department-enabled, there are required fields that cannot be changed.

How Box Template Settings Drive Box Entry Fields

Field

Setting

Functionality

Enabled

Displays as an optional entry field on Box Details screen. User is able to use Customise Layout functionality to enable and require enabled fields.

Required

Automatically ticks Enabled

Displays as a required entry field on the Box Details screen. User cannot use the Customise Layout functionality to change this setting.

Disabled

Neither Enabled or Required is ticked

Is not displayed on the Box Details screen or on the Customise Layout screen. If a field is disabled AFTER the box is received at Iron Mountain, users will be able to view the field; however, they will not be able to add to or modify it.

  1. Click Confirm> to continue to the Confirmation step in the Box Template wizard.
NOTE: Use the back buttons (<Choose Customer and <Box Fields) to return to prior steps in the wizard and modify your selections.
See Also

Custom Field Labels