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Help Center — Indexed fields and filters
GETTING STARTED
IntroductionQuick start
CREATE A SCHEMA
Create a schema from a templateCreate a schema from scratch
SCHEMA TEMPLATES
Security Risk RegisterISO 27001 Document ControlSOC 2 Evidence RegisterPolicy ManagementThird-Party RiskData ClassificationApplication PortfolioControlled DocumentArchitecture Decision RecordInformation Asset RegisterBusiness Continuity RegisterGDPR Processing Activity
IMPORT
Import a JSON or YAML schema packageImport Page Properties
FIELD TYPES
Schema field typesText fieldsNumber fieldsYes / No fieldsSingle choice fieldsDate / Time fieldsEmail fieldsURL fieldsConfluence reference fieldsList fieldsField group fields
MANAGE SCHEMAS
Manage schemasIndexed fields and filtersSchema permissions
CAPTURE DATA ON PAGES
Capture metadata on a pageCapture, validate and repair metadata
CREATE REPORTS
Build a Metadata ReportConfigure report filters and viewer controls
STORAGE & PRIVACY
Data residencyStorage in ForgeRetention and deletion
COMPLIANCE
Compliance workflowsMetadata, history and revisions
ADMINISTRATION & TROUBLESHOOTING
Import and exportSchema reconciliation and processesSecurity, storage and limitsTroubleshoot schemas, filters and reports

MANAGE SCHEMAS

Indexed fields and filters

Choose which metadata can be filtered in reports.

Index deliberately

Mark a schema field as indexed when reports need to filter it. Indexing is selective: it supports report filtering without turning every document property into a query field.

Use typed filters

Reports use controls that match the field: enum and boolean selections, numeric minimum/maximum values, date ranges, and Confluence entity pickers. Multiple viewer filters apply immediately.

Change indexed fields safely

A schema update can require reconciliation of existing metadata. Review the impact preview and follow the process in the Processes tab after saving.

What an index enables

Indexing stores selected schema values in a reportable sidecar index. It is the prerequisite for configured report filters and for filtering metadata in the administrative workflow; it does not change the value stored in the metadata document.

Choose fields with stable, useful values: status, owner, review date, risk level or control family are stronger candidates than long free-text evidence notes.

Match the filter to the field

Reports use the field shape to present useful controls: selections for enums and booleans, ranges for numbers and dates, and Confluence entity values for people, pages and spaces. If a newly indexed field has no results, save or reconcile affected metadata so the index is populated.