The Set Properties step preselects a class based upon
the type of object being created, and displays the associated properties.
To
define the preset property values for a new object:
Optional: Select a new class. You can select
only a class to which you have the necessary access rights. The selected
class determines the properties associated with the object to be added,
and cannot be changed by the entry template user.
Optional: Click Order Class properties to
change the order in which the properties are displayed in the entry
template.
Select the Required check box next
to the property name if the user must enter a value for a property.
In the Default Value field, type
any preset value.
Select the Access Level for each
property. The access level determines what the end user can do with
a property when adding an object.
Editable Allows the user to edit the property
value.
Read Only Displays the property and value,
but the value cannot be changed.
Hide Does not display the property.
Hide/Editable Does not display the property,
but the value can be changed programmatically.
Specify whether to add the object a compound document.
Specify whether to add the object as a major version.
Specify whether to automatically determine property values
by analyzing the object's content. You can configure automatic document
classification on the Content Engine. See Understanding automatic document classification for
more information.
Specify whether to allow users to add documents with the
same file name. The Allow duplicate names setting
is only supported on Workplace XT. It is not supported on Application
Integration, or FileNet® Integration
for Microsoft Office.
Specify whether users see the properties when adding a
new object.
To permit users to view or change the preset property values,
select Show Set Properties step. This option
is selected by default.
To hide all the property names and values, select Hide
Set Properties step. Do not choose this option if you
marked any properties as required and didn't set a default value.
Choose whether to use the entry template for subsequent
checkins. Select the Yes, use entry template for checkin check
box to use the entry template. Subsequent checkins always use the
latest version of the entry template. If the entry template is deleted,
the basic checkin wizard is used.
Note:
If the class specified by the entry template has changed since
the object was initially added, the user will see the properties associated
with the updated class, not those that were used when the object was
added.
If you choose an Always Declare option
in the Set Declare Options step,
subsequent checkins are always declared as a record. If you use major
and minor versions of documents, it's likely that the user might not
want minor versions declared as records. Therefore, instead of selecting Always
declare, a better choice might be to select Optionally
declare, which allows the user to choose whether to declare
the version being checked in.