Excluding Classes from User Selection

This is an administrator-level activity.

In the Workplace Add and Checkin wizards, users can select the object class, as shown in the following screenshot.

class selection list

To minimize the number of classes the user is exposed to during the wizard process, you can filter out classes. By default, Workplace filters out some document and folder classes that are application specific and are not intended for the basic Add or Checkin wizard. If you have multiple applications running against the same object store, you will want to identify classes that do not apply to a particular application and filter them out.

You exclude classes with <AE_install_path>/FileNet/Config/AE/ClassFilter.xml, as shown in the following example. Note that you exclude classes on an object store basis. In the example, the exclusions apply to all object stores. For a document type, the WcmLayout, FormData and FormPolicy classes will be filtered out from the class hierarchy tree in the Add Document wizard. For the folder type, the WcmFolder class will be filtered out in the Add Folder wizard.

...
<list key="objectStoreFilterSettings">
  <object key="objectStoreFilterSetting">
    <setting key="objectStoreName">_default</setting>
    <list key="filterClassSettings">
    <!-- Document -->
    <object key="filterClassSetting">
      <setting key="objectType">document</setting>
      <list key="folderClassSettings" />
      <array key="excludedClasses" >
        <value>WcmLayout</value>
        <value>FormData</value>
        <value>FormPolicy</value>
      </array>
    </object>
    <!-- Folder -->
    <object key="filterClassSetting">
      <setting key="objectType">folder</setting>
      <list key="folderClassSettings"/>
      <array key="excludedClasses" >
        <value>WcmFolder</value>
      </array>
    </object>
    </list>
  </object>
</list>
...

ClassFilter.xml follows the Workplace Preferences XML Schema, Preferences.xsd, located in <AE_install_path>/Workplace/WEB-INF/xml.

NOTES  

The following table describes the elements in ClassFilter.xml that require a value. An element is identified by its key attribute. Unless otherwise specified, an element is required.

Element Value
<setting key="objectStoreName">
  _default
</setting>
The name of the object store for which you want to exclude classes. The _default setting applies to all object stores, except for any object store that you specifically name in a separate block of XML defined within the <object key="objectStoreFilterSetting"> element. For example, if you want different class exclusions for a specific object store:
  1. Copy the default XML block of the <object key="objectStoreFilterSetting"> element, then paste it after the default block.
  2. In the <setting key="objectStoreName"> element of the new XML block, change the _default value to the name of the object store.
  3. In the new XML block, change the exclusions as needed.
<setting key="objectType">
  document
</setting>
The type of object for which to exclude classes. Valid values are "document", "folder", "customObject", "link".
<array key="excludedClasses">
  <value>WcmLayout</value>
  <value>FormData</value>
  <value>FormPolicy</value>
</array>
The classes to exclude for the specified object type. Each class is set in a value element.