The user interface serves as a junction between the user and the IBM® Enterprise Records application. You might need to customize the user interface according to your business processes. You can customize the metadata fields associated with an entity; you see these fields on the information view page of that entity. For example, you can change the display name of a metadata field from Entity Descriptions to Entity Details.
To change the way these metadata fields show in the user interface, use Enterprise Manager. From Enterprise Manageryou can modify the property templates that are associated with the various classes and objects. The context-sensitive help files do not match customized names and behaviors.
Following are customization tasks you can perform to specify how metadata fields are shown in the user interface.
Each of the task in this topic assumes that you first complete the following steps:
To specify how metadata fields are shown:
The visibility of properties in IBM Enterprise Records depends upon the description and hidden parameters of the property. Properties show on information pages and on wizard steps. Similar properties are grouped under distinct information pages (also called views). For example, all properties pertaining to vital record review display on the Vital Record information page of the entity. The Description field of a property determines the information view into which the property is grouped. To modify the Description field, select the General tab of the properties sheet for the property. For example, if you create a property, Initiate Disposition Schedule, and specify RMDisposal in the Description field, the property is added to the Disposition view.
The following table lists the different values you can specify for a description of the property:
Description Value | Meaning |
---|---|
RMDisposal | Show the property in the Disposition view of a record category or record folder. |
RMVital | Show the property in the Vital Record information page. |
RMCutoff | Show the property on the Set Trigger step while adding a disposition schedule. |
RMSystem | Hide the property from the user interface, but show it on the Information page of the class it is associated with. |
declare | Show the property in the Workplace Declare Record wizard. |
RMGroupDisposition | The properties having this string in the description are shown in the Disposition section in the Detail view of the Information page of the entity. |
RMGroupGeneral | The properties having this string in the description are shown in the General section in the Detail view of the Information page of the entity. |
RMGroupPhysical | The properties having this string in the description are shown in the Physical section in the Detail view of the Information page of the entity. |
RMGroupVital | The properties having this string in the description are shown in the Vital section in the Detail view of the Information page of the entity. |
Properties that do not have RMDisposal, RMVital, RMCutoff, or RMSystem as the description are automatically assigned to the Properties Information page.
Making a property mandatory
You can change an optional property to a mandatory property. For example, by default the Date Received property is optional. You can use IBM Administration Console for Content Platform Engine to make this property mandatory.
To change an optional property to a mandatory property:
After you change the settings, the user interface automatically places an asterisk next to the property name to indicate that a value must be entered.
When you change an optional property to a mandatory property, check whether the system automatically generates an object for the class it is associated with. If this condition is true, define a default value for that property. For example, a volume is automatically created when a record folder is created. If you associate a mandatory property with the Volume class, define a default value for that property.
Making a property optional
You can change a mandatory property into an optional property. For example, by default the Record Category Identifier property is set as mandatory. You can use IBM Administration Console for Content Platform Engine to make this property optional.
To change a mandatory property into an optional property:
After you change the settings, the asterisk is no longer next to the property name.
Hiding a property
A hidden property is one that is not visible in the user interface, but continues to persist in the data model and is used internally. Hide a property that is not required instead of deleting it from the data model.
To hide an optional visible property:
Besides the above-mentioned procedure, you can also specify RMSystem as the description of the property to hide the property from the user interface. However, this action hides the property from all IBM Enterprise Records user interfaces except for an Information page of the entity.
To change the property description:
Changing the display name of a property
You can modify the display name of a property to customize its appearance in the user interface. For example, you can change Record Category Identifier to Record Category ID.
To modify the display name of a property:
Modify only the display name and not the symbolic name of the property.
Defining the description area of a property
You can specify the size of the description area next to a property in the IBM Enterprise Records user interface using the maximum string length value. The size of the description area determines whether it is a text area or a text box. With a text box, part of the information scrolls out of site. With a text area, a scroll bar allows easier reading of long text strings.
You can specify the description area only for string type properties.
To define the maximum string length of a property:
Specifying predefined property values
You can define the possible values of a string or integer type property so a user can select from a list of predefined values instead of manually entering the value. This action ensures that a user does not enter an incorrect value. To create a list of predefined values, you create a choice list and associate it with the appropriate property. A choice list shows as a menu in the user interface.
To create a choice list:
After you create the choice list, you must associate it with the appropriate Property Template. See the Assign a choice list to a property template topic in the Content Platform Engine Help. The IBM Enterprise Records user interface shows the new choice list next to the display name of the property.
Specifying minimum and maximum property values
You can specify the minimum and maximum values that a user can enter for integer type properties. For example, you can specify that the minimum retention period cannot be less than two years and more than 100 years. If a user enters a value that is less than 2 or more than 100, an error message is generated.
To specify the minimum and maximum value for an integer property:
Customizing the Detail information page
The Detail information page of an entity shows a read-only view of the property values of the entity organized into groups. These groups are General, Disposition, Vital, Physical, and Others. You can move a property to another group or create a group for it. You can customize the Detail view for these entities:
To reassign a property to an existing or new group, you must modify the RMGroup parameter defined in the Description field of the property. The text that immediately follows the RMGroup parameter specifies the group where the property is shown. If you change RMGroupGeneral to RMGroupDisposition, the property moves from the General group to the Disposition group. If you specify RMGroupPattern for a property, you create a group in which the property is shown. If there is no text after RMGroup, or there is no RMGroup parameter in a Description of the property, the property is seen in the Others group.
The Description field can contain more than one parameter. Modify only the RMGroup parameter, leaving other parameters unchanged. If you are adding the RMGroup parameter, use a comma to separate it from other parameters.
To assign a property to a group: