IBM FileNet P8, Version 5.2            

Working with compound documents

Table 1. This table provides the available procedures you can perform when working with parent and child documents.
Parent documents Procedure
To create a parent document when adding the document
  1. Add a document to an object store and select Yes in the Compound Document field.
  2. To add a child now, click Add Child and navigate to the document after clicking Select. (You can add a child later from the information pages.)
  3. Choose the appropriate settings.
    • For Keep with new Parent version, select Yes (the default) to maintain the parent-child relationship when the parent document is modified and checked in as a new version. Select No to break this relationship when the parent is checked in as a new version.
    • For Delete when Parent deleted, select Yes to delete the child document when its parent is deleted. Select No to keep the child document in the object store if the parent is deleted.
    • For Prevent Delete, select the appropriate setting, depending on what you want to prevent from being deleted.
  4. Optional - Enter a name for the link. This appears in the Link Name column on the parent's information page (Child Documents view).
  5. Finish adding the document.
To convert a document into a parent document using the Change Compound action
  1. Right-click and click More Actions > Change Compound from the menu.
  2. Accept the change.
Child documents Procedure
To show the child documents associated with a parent document
  1. Review the current child documents or click Add Child to add a new child document.
  2. If you have more than one child document, you can perform additional actions.
  3. Continue to complete the add or modify process.
To add or modify a child document
  1. Locate the parent's information page, Child Documents view, before proceeding to add or modify a child document.
  2. Do one of the following actions:
    • If you are adding a new child document, click Add Child.
    • If you are inserting a child document within an existing set of child documents associated with a parent document, click Insert Child from the Actions Menu.
    • If you are modifying an existing child document, select the document, and then click Modify Child from the Actions Menu.
  3. Under Child Document, do one of the following actions:
    • Select Document to identify a document you want to add as a child document. Click Select to locate that document. After you locate the document, specify whether to link the released version, current version or version of the child document. For more information on selecting these versions, see Select Object.

      Depending on the document and version you select, you might need to specify a component binding label and select it. The label is determined by the document class assigned to the child document you are adding. It is a setting that ensures specific documents you are adding or modifying are included in a compound document. In addition to assigning a label, you must also select the box that appears next to the label to activate the setting.

    • Select External File to specify a URL path to a file that resides outside your application environment.
  4. Under Settings, do the following actions:
    • For Keep with New Parent version, select Yes to maintain a child and parent document relationship once the parent document is added to an object store.
    • For the Delete when Parent Deleted setting, select Yes to specify deleting the child document when its associated parent document is also deleted.
    • For the Prevent Delete setting, select the appropriate setting to prevent a specific child or parent document from being deleted. None and Of Parent are the available options for external files.
  5. Click Change Class to select a link class for the parent document you are adding or enter property values for the link class.
To modify child settings later
  1. Right-click the parent document and click More Information > Child Documents from the menu.
  2. Select the child you want to modify.
  3. From the Actions Menu, select Modify Child.
  4. Change the appropriate fields.
To view the content of related documents
  1. Starting from the Child Documents view of a parent document, click the title of any child document in the list.
  2. Click Select Child to display a hierarchy of relationships. To display the content of a child at a lower level, select its parent document. The child will then be listed and you can click its title.
  3. After selecting a child from the Select Child hierarchy, you can back up in the Children for path to another parent. This displays its children and you can click a title to display its content.
Note: If you use IBM® InfoSphere® Enterprise Records, use care in selecting the Setting options. A setting that prevents any document from being deleted can interfere with the normal schedule of deleting documents when they are due to be deleted. Similarly, specifying that a child document is to be deleted when its parent is deleted can interfere with the normal disposition process of the child document. See IBM InfoSphere Enterprise Records configuration overview for more information.
To modify the order of child documents
  1. Select a child document from a Child Document's view or when you are viewing the related child documents to a specific parent document using the Show link during an add or modify process.
  2. From the Actions Menu, click Modify Order.
  3. Do one of the following actions:
    • Click Move First to move the specified document to the top of the child document list.
    • Click Move Up to move the specified document up one in the child document list.
    • Click Move Down to move the specified document down on in the child document list.
    • Click Move Last to move the specified document to the end of the child document list.
To remove a child document
  1. Access the Child Documents view. Select a document you want to remove, and then click Actions Menu to view available actions.
  2. Click Remove Child, and then click Remove to complete the action. The link between a specific parent and child document is removed; however, the child document remains in an object store after you complete this process.
To manage compound document link properties
  1. To access the link properties for a parent document or child document, do the following actions:
    • Select the child document, then click the related parent document link. Next to the value of the link properties, for example in the Link Name column, click the Info button to access the Link Information page.
    • Select the parent document, then click the related child document link. Select the child document with link info properties you want to view. From the Actions Menu, click Link Info to access the Link Information page.
  2. Review the current link information that defines the relationship between specific parent and child documents.


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Last updated: March 2013
wp_document_compound003.htm

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