Set the policy properties

Step 5 of the Add Document Policy Wizard is to define the properties of the new document policy. The Form Policy class is pre-assigned to the document policy.

To define the properties for the policy

  1. Type a Document Title for the template. If you do not enter a title, the Workplace Browse and Search pages will display "undefined name", and the Information page for the template will display "null" for the title.
  2. Type a Description for the template. Be as descriptive as possible to help users decide which template is appropriate for their needs.
  3. In the Add as major version drop-down list, select Yes or No. For more information about versions, see the topic "Manage Document Versioning" in Workplace Help.
  4. Set the policy take offline options.

    The Offline Options section provides you with settings to make a form policy available for users to take offline. When the user takes the policy offline, all necessary files are packaged and transferred to their local file system. When they fill out a form and save it, a form draft file is created which is brought back online at a later time.

    Take Policy Offline

    Choose Enabled to make this policy available to take offline.

    Bring Form Online

    The Bring Form Online options determine how the form draft is dealt with if the policy has been modified since the user took a form offline:

    • Use original policy version when bringing online . Applies the form policy that was used when the form was taken offline.
    • Use released policy version when bringing online . Workplace attempts to display the current form policy with the existing form draft data. Some information may not match up and the user may be required to enter more information or re-enter some information.
    • Bringing online not allowed when a newer policy version exists. Prevents a form draft from being brought online if the policy version has changed. In this case, the user is required to take the new policy offline and fill it in.

    Form Online Display

    This option determines whether or not Workplace should display the form results to the user immediately upon completion of the bring online action. This depends on the form data and whether additional information is required from the user. For example, as the policy author, you might want the form to immediately display to a user and request a signature for approval once a form is brought back online. There are two options.

    • Show form always. Displays the form for the user each time the form is brought online.
    • Hide form if possible. The form does not display for the user unless further input is required. For example, the user may forget to fill in a field. In this case, the form opens and requests that the user fill in the appropriate information.

    For more information on how these settings affect users, see "Offline Forms " in Workplace Help.

  5. Click Next to proceed to Step 5 of the Document Policy Creation Wizard, Set Security.

Return to Create a Document Policy.



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