To create a parent document when adding the document |
- Add a document to an object store and select Yes in
the Compound Document field.
- 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.)
- 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.
- Optional - Enter a name for the link. This appears in the Link
Name column on the parent's information page (Child Documents view).
- Finish adding the document.
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To convert a document into a parent document using the Change
Compound action |
- Right-click and click More Actions > Change Compound from
the menu.
- Accept the change.
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Child documents |
Procedure |
To show the child documents associated with a parent document |
- Review the current child documents or click Add Child to
add a new child document.
- If you have more than one child document, you can perform additional
actions.
- Continue to complete the add or modify process.
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To add or modify a child document |
- Locate the parent's information page, Child Documents
view, before proceeding to add or modify a child document.
- 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.
- 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.
- 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.
- Click Change Class to select a link class
for the parent document you are adding or enter property values for
the link class.
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To modify child settings later |
- Right-click the parent document and click More Information
> Child Documents from the menu.
- Select the child you want to modify.
- From the Actions Menu, select Modify
Child.
- Change the appropriate fields.
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To view the content of related documents |
- Starting from the Child Documents view of a parent document, click
the title of any child document in the list.
- 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.
- 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.
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To modify the order of child documents |
- 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.
- From the Actions Menu, click Modify
Order.
- 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.
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To remove a child document |
- Access the Child Documents
view. Select a document you want to remove, and then click Actions
Menu to view available actions.
- 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.
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To manage compound document link properties |
- 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.
- Review the current link information that defines the relationship
between specific parent and child documents.
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