IBM FileNet P8, Version 5.1.+            

Using an entry template

Use the sections below to help you complete an entry template. Not all sections are applicable; the options available in an entry template depend on the following factors:
  • The type of object. You can use an entry template to add documents or folders.
  • The entry template design. The entry template designer can specify values or hide options to streamline the process.
  • How you access the entry template. If you have already selected a file or folder, you don't need to specify these options in the entry template.

To add an object to a file or a folder:

  1. Select the file to add to the object store by using one of the following options:
    • Select Local File to add a file from your local computer.

      Delete Local File appears if File Tracker is available. Select this option if you want the local copy of the document you are adding to be deleted from your computer once it is added to the object store. The local copy must be closed when it is deleted. Your site administrator determines whether or not you can override the default setting for this option.

    • Select External File to specify a URL path to a file that resides outside your application environment, such as a file on your corporate intranet or a file on the internet. Type the complete, correct URL for the document.
    • Select None to add a document that cannot be located in a computer, such as a physical videotape. An external item cannot be stored electronically, but the object store will contain a collection of properties about the item.

    You can add files assigned the same name when the entry template you are using is configured with this feature. See your designer to confirm the entry template is configured.

  2. Select the folder you want to add the object to. The entry template definition can limit the folders you can select; if so, portions of the path are disabled.


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Last updated: July 2011


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