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Creating Multiple Attributes Forms

The following explains how to create multiple attributes forms in the Document Manager node.

The Document Manager node contains the following sub-nodes:

Note: You must open the existing Attribute form in order to view the nodes.

• Folder Properties
• Document Properties
• Log

The following explains each sub-node in detail.

Folder Properties

Go to Company Workspace > Admin mode > Document Manager > Folder Properties.

You can create multiple attribute forms in DMS Folder Properties node. The following explains different functionalities available in Folder Properties.

The following are the menu options of the DMS folder properties log:

• File
• Edit
  • Properties
  • Delete
• View
• Help

The following are the toolbar options of the DMS folder properties log:

• New

  Enables you to create attribute forms. By default, when a DMS attribute design is created in Document Manager, the corresponding DMS Attributes - Folder properties form will be available to the user and will be marked by the system as default. The user will have the ability to create multiple attributes form either by New or Copy action. When the user clicks New to create folder properties attribute form, a new window opens where user must enter name and description for the form to be created. After the user clicks OK, the newly created folder properties attribute will be seen in the log. For example, if the user entered the form name as "test dms," then in the log the user will see the name as "test dms - Folder properties." After the folder properties attributes form is created, the corresponding document properties attribute form and document log will be created. For example, if the user has "test dms - Folder properties" form in folder properties, then the user will see "test dms - Document properties," in Document Properties log. In the Log node, the user will see "test dms - Log."

• Copy

  When the user clicks Copy, the selected attribute form will be copied over. The user will see a window open where the user will enter the name and description. The Name field will be auto-populated with name from the original form with a prefix "Copy From." For example, if the user is trying to copy "test dms - Folder properties," then the window will show an auto-populated name for the form as "Copy From test dms." If the user clicks OK, then the folder properties will show an entry as "Copy From test dms - Folder Properties." After the folder properties attributes form is created, the corresponding document properties attribute form and document log will be created. For example, in Document Properties log, the user will see "Copy From test dms - Document properties." In the Log node, the user will see " Copy From test dms - Log."

• Open

  When the user clicks Open, the form will open and user will be able to add various DEs to the attribute form. For newly created attribute form, an empty form opens. For a copied attribute form, the form shows all the DEs from the original attribute form. For an existing form, the form shows all the DEs which were last saved.

• Properties

  When the user clicks Properties, the user will be able to change the description for the attribute form. The name will be read-only.

• Delete

  When user clicks Delete, the user will be able to delete the folder attribute form. After a folder attribute form is deleted, the corresponding Document attribute and Document log will be deleted as well.

  Important:

  • The user will not be able to delete published attributes forms.
  • The user will not be able to delete the system defined form as well.
  • After the form is deleted, Unifier marks the DM configuration "inactive," and the user will not be able to activate this DM configuration again; however, the user will be able to delete the configuration.
  • The delete option will be disabled in Production environment.
  • After an attribute form is deleted, the corresponding DM configuration will be deleted as well.

The following are the columns of the DMS folder properties log:

• Name

  Displays the name of the attribute form.

• Description

  Displays the description given to the attribute form.

• Last Saved

  Displays the last saved date for that attribute form.

• System Defined

  The DMS attribute - Folder Properties is always the default form to be used in the DMS attribute.

• Published Date

  Displays the last published date for that attribute form. The published date will only be seen when a DMS attribute form was part of the published configuration package for production.

Document Properties

Go to Company Workspace > Admin mode > Document Manager > Document Properties.

After the folder properties attributes form is created, the corresponding document properties attribute form will be created. For example, if the user has "test dms - Folder properties" form in Folder Properties, then in the Document Properties log the user will see "test dms - Document properties." After the folder properties attributes form is created (by way of copying the corresponding document properties), the attribute form will be created. For example, if "Copy From test dms - Folder Properties" was created (by way of copying the corresponding document properties), then in the Document Properties log the user will see "Copy From test dms - Document properties."

The existing validations for DMS attribute forms in Document Properties will take place across all the multiple attribute forms.

Log

Go to Company Workspace > Admin mode > Document Manager > Log.

After the Folder Properties attributes form is created, the corresponding document log will be created. For example, if the user has "test dms - Folder properties" form in Folder Properties, then in Document Properties log, the user will see "test dms - Log." After the folder properties attributes form is created via copy, the corresponding document log will be created. For example: If "Copy From test dms - Folder Properties" was created (by way of copying the corresponding document properties), then in Document Properties log the user will see "Copy From test dms - Log."

The existing validations for log will take place across all the multiple logs.

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Last Published Monday, June 3, 2024