Working with Multiple Document Manager Attribute Forms
Within the Shell Details, you can select which attributes forms to use for the Document Manager, for both folders and documents.
From the Options tab, you can define which attribute form (Document Manager Attribute Form) to use for the document/folder. Once you define the form, the corresponding Document form value is displayed in the Document properties (Document Manager Attribute Form Used).
- By default, the attribute form (marked as system-defined in Document Manager) can be selected, and the corresponding document attribute form is used to determine the DMS structure.
- Only the active DM configuration forms are available for selection.
- If you decide to change the attribute form for an existing shell, Unifier displays a message.
If you change the attribute forms that are being used (which results in user views within the Document Manager containing fields that are no longer in the attribute form), then Unifier:
- Removes the fields from the view
- The related field columns will no longer be seen.
For Columns that are added in the user view due to change in attribute form, the information is retrieved, if it exists.
In case a previous active Document Manager configuration (in a shell) is marked as inactive, the DMS structure keeps that attribute form structure. When you open the shell details, the Document Manager Attribute is defaulted to system-defined attribute form because the previous configuration has been marked as inactive. The Document Manager Attribute Form User will show the previous DM attribute form that is kept by the shell. If you click OK, Unifier displays a message, informing you of this change.
In case if a previous active Document Manager configuration (in a shell) is deleted because the associate folder attribute form was deleted, the DMS structure is defaulted to the system-defined attribute form of a supported DMS structure for the shells. When you open the shell details, the Document Manager Attribute is defaulted to system-defined attribute form because the previous configuration has been deleted. The Document Manager Attribute Form Used will show the system defined DM attribute form that is kept by the shell. If you click OK, Unifier displays a message, informing you of this change.
Last Published Monday, August 28, 2023