Configure property synchronization
You can configure property synchronization of records and their associated documents to ensure that when a property value is updated for one, it is updated for the other as well. This works for properties that use the same symbolic name. You can synchronize from document to record or from record to document (but not both). If you synchronize from record to document, then the document will be updated when the record's corresponding property is updated.
You can also synchronize aliased properties across object stores, from record to document, or from document to record, but not both.
To configure property synchronization
You configure property synchronization by performing the following tasks:
- Run the import script from Enterprise Manager (EM) to create the event action. Follow the procedure in To create event actions. If synching from the document to the record, run the import script on the ROS. If synching from the record to the document, run the import script on the FPOS. After the import is completed, you should see the event action created under the object store’s Event Action folder and the code module created under the Code Module folder.
- Subscribe the event action to a target class.
To create a subscription
- Navigate to the class for which you want to create the subscription.
- Right-click the class and select Add Subscription. Then click Next in the Create a Subscription wizard.
- Specify a unique name and a description for the subscription and click Next.
- Select Applies to all instances and click Next. The Specify Triggers screen displays.
- For either the ROS (Object Stores/<ROS>/Document class) or the FPOS (Object Stores/<FPOS>/Document/Electronic Record class), select the Update event trigger and click Next. The Specify Event Action screen displays.
NOTE If synching from the document to the record, use the ROS; if synching from the record to the document, use the FPOS.
- Select the AutoSynchronizeProperties event action and click Next. The Specify Additional Properties screen displays.
- Check the Synchronous check box, but leave the Include Subclasses check box unchecked, and then click Next.
- Click Finish.