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 is automatically mapped to the record property.
These
rules determine the property mapping:
- If the document class property has a value, then the document
class value is mapped to the record class property.
- If the document class property is not required, and the record
class property is required, then the document class property is changed
to required.
- If the document class property is empty (undefined) and the record
class property has a value, then the value from the record class property
is used.
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.
Table 1. This table shows
an example of property value mapping between documents and records.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 |
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:
- System properties are checked first for a match.
- Inherited class properties, such as properties from the base document
class, are checked next.
- 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
- Optional. If you want to change the order that properties are
listed in the page, click Order Class Properties.
The Organize Properties page opens.
- Select one or more properties in the list. (Use Shift-click or
Ctrl-click to select more than one property.)
- Click the up or down triangles (labeled shuffle up and shuffle
down) to move the properties up or down in the list.
- Click Accept to save your changes to the
property order and continue setting properties.
- 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.
- As needed, enter a Default Value for each property.
- As needed, set the Access Level for each property.
- To allow the user to change the property value, select Editable.
This is the default setting.
- To prevent the user from changing the property value, select Read
Only.
- To prevent the user from viewing the property value, select Hide.
- To hide the property but allow programmatic changes, select Hide/Editable.
- Specify if the Record Properties step will be displayed for the
end user.
- To allow the user to view or edit the properties, select Show
Set Record Properties step. If you did not specify a default
value for each required property, you must select this option to allow
the user to set the values.
- To prevent the user from viewing the properties, select Hide
Set Record Properties step.