Content Management and Capture

Hi All,
Is there any way to create a single point of change for a group of documents to share a templet of probertites value and securities?
As example create a templet of probertites value and defined securities, to use it in the document's updates and make the document point to this templet and change between this templet easily.

Also we have a business logic where all documents need to inherit a property, e.g., "CIF," from the parent folder. Additionally, if the value of this property is updated on the parent folder, it must be propagated to all child documents.

what is the best way to do that?

Hi All,
Is there any way to create a single point of change for a group of documents to share a templet of probertites value and securities?
As example create a templet of probertites value and defined securities, to use it in the document's updates and make the document point to this templet and change between this templet easily.

Also we have a business logic where all documents need to inherit a property, e.g., "CIF," from the parent folder. Additionally, if the value of this property is updated on the parent folder, it must be propagated to all child documents.

what is the best way to do that?

Hi,

>Is there any way to create a single point of change for a group of documents to share a templet of probertites value and securities?

This is exactly what a document class is, a template for document attributes and security. 

>Also we have a business logic where all documents need to inherit a property, e.g., "CIF," from the parent folder. Additionally, if the value of this property is updated on the parent folder, it must be >propagated to all child documents.

This is not an uncommon requirement because logically a folder attribute very often is a shortcut for a property that applies to all the documents in the folder. There is nothing out of the box but you can achieve this with a combination of event actions (in very short: server side extensions that are triggered by events , e.g. a property update on a folder). We have done this successfully in the past.

Hope this helps,

/Gerold

Hi All,
Is there any way to create a single point of change for a group of documents to share a templet of probertites value and securities?
As example create a templet of probertites value and defined securities, to use it in the document's updates and make the document point to this templet and change between this templet easily.

Also we have a business logic where all documents need to inherit a property, e.g., "CIF," from the parent folder. Additionally, if the value of this property is updated on the parent folder, it must be propagated to all child documents.

what is the best way to do that?

Hello Gerold,

Thank you too much for your response,

>This is exactly what a document class is, a template for document attributes and security. 
we want to inherit the property value also not only the property also to be able to change this value at one place (Parent Templet) and to be propagated on all instances.

> This with a combination of event actions.
is there another way to do this inheritance without configured an event? 

Thank you again for your effort.

Hi,

>Is there any way to create a single point of change for a group of documents to share a templet of probertites value and securities?

This is exactly what a document class is, a template for document attributes and security. 

>Also we have a business logic where all documents need to inherit a property, e.g., "CIF," from the parent folder. Additionally, if the value of this property is updated on the parent folder, it must be >propagated to all child documents.

This is not an uncommon requirement because logically a folder attribute very often is a shortcut for a property that applies to all the documents in the folder. There is nothing out of the box but you can achieve this with a combination of event actions (in very short: server side extensions that are triggered by events , e.g. a property update on a folder). We have done this successfully in the past.

Hope this helps,

/Gerold

Hi All,
Is there any way to create a single point of change for a group of documents to share a templet of probertites value and securities?
As example create a templet of probertites value and defined securities, to use it in the document's updates and make the document point to this templet and change between this templet easily.

Also we have a business logic where all documents need to inherit a property, e.g., "CIF," from the parent folder. Additionally, if the value of this property is updated on the parent folder, it must be propagated to all child documents.

what is the best way to do that?

Hi All,
Is there any way to create a single point of change for a group of documents to share a templet of probertites value and securities?
As example create a templet of probertites value and defined securities, to use it in the document's updates and make the document point to this templet and change between this templet easily.

Also we have a business logic where all documents need to inherit a property, e.g., "CIF," from the parent folder. Additionally, if the value of this property is updated on the parent folder, it must be propagated to all child documents.

what is the best way to do that?

Hi All,
Is there any way to create a single point of change for a group of documents to share a templet of probertites value and securities?
As example create a templet of probertites value and defined securities, to use it in the document's updates and make the document point to this templet and change between this templet easily.

Also we have a business logic where all documents need to inherit a property, e.g., "CIF," from the parent folder. Additionally, if the value of this property is updated on the parent folder, it must be propagated to all child documents.

what is the best way to do that?

Hi All,
Is there any way to create a single point of change for a group of documents to share a templet of probertites value and securities?
As example create a templet of probertites value and defined securities, to use it in the document's updates and make the document point to this templet and change between this templet easily.

Also we have a business logic where all documents need to inherit a property, e.g., "CIF," from the parent folder. Additionally, if the value of this property is updated on the parent folder, it must be propagated to all child documents.

what is the best way to do that?

Hi Ahmed, so far posters have shared events but you can also use a few other mechanisms. Now FileNet does not have inheritance for metadata if you use templates you could glue something together but changing a property on the folder will not cause the casade of metadata you want.  Consider the metadata are literal values assigned to each object a better way would be object value properties that way you have one object with your metadata (1x) that both the documents and folder are set to and point to that custom object. Does that make sense? So 5 docs and a parent folder point to the same CO with whatever custom metadata fields you want, the CO instance is on object id. There is no need to cascade the update because everything already points to "this object".   Take a look at reflective OVP properties IMO a powerful but underused feature in FileNet because there have been UI limitations when searching/viewing custom objects in the past. 

Another option instead of trying to capture the event, filtering if the key metadata field(s) changed and who changed them is the easy approach. Create a manual launch workflow on the folder with your properties and map the properties to exposed fields at that step then have the WF update the initiating attachment (document) and set the properties, then search within the folder and update those properties.  

Hi All,
Is there any way to create a single point of change for a group of documents to share a templet of probertites value and securities?
As example create a templet of probertites value and defined securities, to use it in the document's updates and make the document point to this templet and change between this templet easily.

Also we have a business logic where all documents need to inherit a property, e.g., "CIF," from the parent folder. Additionally, if the value of this property is updated on the parent folder, it must be propagated to all child documents.

what is the best way to do that?