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.
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 is 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 and record property value | Value 1 | Value 2 | Value 3 | |
---|---|---|---|---|
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 |
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:
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.