Set the record properties

The second step in the Declare as Record Entry Template wizard is to specify the record property values and which properties are hidden, editable, or read-only. The available properties depend on the record class selected in the previous step.

Property mapping

To speed up the process of declaring records, the Declare as Record wizard and Declare as Record entry templates support automatic mapping of property values from the document class to the record class properties. That is, when a document is declared as a record, the document class property symbolic names are compared to the record class property symbolic names. If the names match, then the value from the document property is automatically assigned as the value for the matching record property. For example, if the document class used has the property "Color", and the record class also has the property "Color", then the value from the document property will be automatically mapped to the record property.

These rules determine the property mapping:

Property mapping occurs whether or not the entry template displays the Set Record Properties step.

NOTE  Properties can be aliased from one object-store to another. That is, any property mapping takes into account the administrator defined settings for mapping properties from one object store to another object store.

The following table shows the mapping for a property named "Color" in both the document class and property class.

Document class property value Blue empty Blue
Record class property value from template Yellow Yellow empty
Result Document object property value Blue empty Blue
Record object property value Blue Yellow Blue

Evaluating property names

If the document class has more than one property with the same symbolic name, the properties are evaluated in this order, and the first property that matches the symbolic name of the record class property is used:

  1. System properties are checked first for a match.
  2. Inherited class properties, such as properties from the base document class, are checked next.
  3. Properties specific to this class are evaluated last.

In the case that more than one version of a document is selected to be declared, the property mapping is based on the newest version of the document that was selected for the declare action. That is, different versions of a document can have different classes and properties. The properties are always mapped based on the properties for the most recent version of the document.

For more information on document classes and properties, refer to the Help for Content Engine Administration.

To define the properties for the record

  1. Optional. If you want to change the order that properties are listed in the page, click Order Class Properties. The Organize Properties page opens.
    1. Select one or more properties in the list. (Use Shift-click or Ctrl-click to select more than one property.)
    2. Click the up or down triangles (labeled shuffle up and shuffle down) to move the properties up or down in the list.
    3. Click Accept to save your changes to the property order and continue setting properties.
  2. As needed, select the Required check box to the left of each property that the user must enter a value for. Some properties might already be defined as required by the record class.
  3. As needed, enter a Default Value for each property.
  4. As needed, set the Access Level for each property.
  5. Specify if the Record Properties step will be displayed for the end user.