IBM FileNet P8, Version 5.2            

Associate entry templates with folders

You can use the Associate Entry Templates action to associate one or more entry templates with a specific folder. When users add an object to a folder that has an entry template associated with it, the entry template is automatically used instead of the standard wizard. If more than one entry template is associated with the folder, users can select the entry template they want to use. You can specify the order in which the entry templates are displayed for the user. If the user does not have access rights to an entry template associated with the folder, the entry template is not shown to the user.

You must set the site preferences (General Settings > Author > Authoring page display) to Workplace XT or Workplace for the Associate entry templates with folders feature to work. Some products (such as IBM® Enterprise Records) require that the site preference is set to Workplace only. If you do not change the site preference to Workplace XT or Workplace, you can still see and change Associate entry templates with folders, but the feature will not function as designed.

Inheritance

You can explicitly associate entry templates with a folder, or you can let the folder and its subfolders inherit entry template associations from a parent folder or object store. If no explicit or inherited associations exist, the standard wizard is used instead.

After adding a document to any subfolder, the entry template defined on the parent folder is used, with one exception. If you use Add on the subfolder but do not have view access rights to the parent or grandparent folder on which the entry template association was defined, then the entry template is not used. Instead, the default Add Document wizard displays.

This is also the case if you do not have view access to any mid-level folder in the inheritance path. In this case, the entry template searches from the bottom up, and the view access rights missing for any folder on the inheritance path causes the search to fail.

Note: The Entry Template Folder Association feature only applies to documents added from Workplace XT and FileNet® Integration for Microsoft Office. Documents added from other applications are added using the standard Add wizard. This includes documents added from:
  • Adding using legacy Application Integration
  • Adding from Workplace
  • Adding from WebDAV
  • Adding from Sharepoint
  • Adding via API/CE
  • Adding via ICM


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Last updated: March 2013
wpxt_associate_templates_folders.htm

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