Set the object's properties
The Set Properties step preselects a class based upon the type of object being created, and displays the associated properties.
To define the preset property values for a new object
- (Optional) Select a new class.
You can select only a class to which you have the necessary access rights. The selected class determines the properties associated with the object to be added, and cannot be changed by the entry template user.
- (Optional) Click Order Class properties to change the order in which the properties are displayed in the entry template.
- Select the Required check box next to the property name if the user must enter a value for a property.
- In the Default Value field, type any preset value. To use the new document's filename as the default document title, enter {FILENAME} in the Document Title property field.
- Select the Access Level for each property.
The access level determines what the end user can do with a property when adding an object.
- Editable Allows the user to edit the property value.
- Read Only Displays the property and value, but the value cannot be changed.
- Hide Does not display the property.
- Hide/Editable Does not display the property, but the value can be changed programmatically.
- Specify whether to add the object a compound document.
- Specify whether to add the object as a major version.
- Specify whether to automatically determine property values by analyzing the object's content. You can configure automatic document classification on the Content Engine. See Understanding automatic document classification for more information.
- Specify whether users see the properties when
adding a new object.
- To permit users to view or change the preset property values, select Show Set Properties step. This option is selected
by default.
- To hide all the property names and values,
select Hide Set Properties step. Do not choose this option if you marked any properties as required and didn't set a default value.
- Choose whether to use the entry template for subsequent checkins. Select the Yes, use entry template for checkin check box to use the entry template. Subsequent checkins always use the latest version of the entry template.
If the entry template is deleted, the basic checkin wizard is used.
NOTES
- If the class specified by the entry template has changed since the object was initially added, the user will see the properties associated with the updated class, not those that were used when the object was added.
- If you choose an Always Declare option in the Set Declare Options step, subsequent checkins are always declared as a record. If you use major and minor versions of documents, it's likely that the user might not want minor versions declared as records. Therefore, instead of selecting Always declare, a better choice might be to select Optionally declare, which allows the user to choose whether to declare the version being checked in.