Specify publish instructions

The instructions that you specify on the Publish Instructions tab are applied to a publication document when a Workplace user publishes a document using the template.

Complete the fields in this window in order, as later fields depend upon earlier selections. Everything starts with selecting the appropriate object store. Remember that the source documents, publish template, style template and publication documents must all reside on the same object store.

NOTE Required data is indicated by a red asterisk (*).

If you want to start a new template after saving a previous one, click the New button to clear and reset fields.

To specify publish instructions

  1. Object Store to host publish operations using this template; Click the down arrowhead and select the object store in which you want to save publication documents created with this template. This is the same object store in which you will save this publish template and which also contains the source documents and style templates.
  2. Destination Folder. Click the Browse button to the right of the field to display a list of folders at the root level of the object store you selected.
  3. Navigate to the folder in which you want to place the publication documents by selecting an item in the list and clicking the Open button, or by double-clicking items in the list.

    If you want to back up to a higher level, use the pull-down menu in the Look in box or the Up One Level button. You can also create a new folder for the publication documents using the Add New Folder button (see To add a new destination folder below). For more information or different views, see Folder views and information to the right.

  4. Click Select to select the highlighted folder. The path to the folder appears in the Destination Folder field on the Publish Instructions tab.
  5. Deleting source document automatically deletes publication Check this box to delete the publication document when the source document is deleted. If you do not check this box, publication documents remain on the object store even though authors have deleted the associated source documents.

    NOTE To delete a published source document, a Workplace user must have Owner Control of the source and any publication documents deleted with it. If the user has insufficient access rights for one or more of the deletions, the operation results in an error and no deletions occur.

  6. Use a Style Template to transform the content  Check this box if you want the publication documents to be converted to another format (only if a rendering engine is set up). See the Specify style template procedure for more information. If you do not convert the publication documents to another format, they will be published in their native format.
  7. Invoke event action when publishing is complete  Check this box if you want an event action to be invoked when a document is published. See the Specify publish event action procedure for more information.

To add a new destination folder

When selecting a destination folder for the publication document, you can create a new folder.

  1. On the Select Destination Folder dialog, navigate to the level (root of the object store or folder) where you want to add a folder.
  2. Open the folder into which you want to create a subfolder and then click the Add New Folder button.
  3. Choose a class for the folder. Click Browse to choose a class other than the default folder class. Different classes probably display different properties.
  4. Enter at least any required property data (indicated by a red asterisk) and click Next. For more information on entering properties, including multi-value properties, see Enter properties.
  5. Review or update the security on the folder and click Finish.

Folder views and information

When selecting folders, the following buttons are available.

Move up one level Move up one level

Move to the root level Move to the root level

Display in list view Display in list view

Display in icon view Display in icon view

Add new folder to current level Add new folder to current level

Delete selected folder> Delete selected folder (after you confirm)

Display properties of selected folder Display properties of selected folder

Refresh the folder list Refresh the folder list



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