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Add Document using Entry Template on a Folder

  • 1.  Add Document using Entry Template on a Folder

    Posted Thu February 17, 2022 11:17 AM

    Hi,

    Background: I have a Folder Search. It returns list of Folder objects matching to the search criteria. The user can select any Folder and Add Document.

    Requirement: I need to use Add Document using Entry Template on the Folder object.

    Observation: There is a context menu called "DefaultFolderContextMenu" under Administration->Menus. It has only the action "Add Document".

    Please help me how to achieve this requirement.



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  • 2.  RE: Add Document using Entry Template on a Folder

    Posted Fri February 18, 2022 01:42 AM

    Have you associated the document entry template with the folder? You do this on the properties page for the folder on the Associate Entry Template tab. If you make your entry template the default entry template for the folder, when you open the folder from the search results, and then click on Add document, the user is automatically presented with the entry template



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  • 3.  RE: Add Document using Entry Template on a Folder

    Posted Fri February 18, 2022 04:01 PM

    Hi,

    Thank you for your reply. It works. Do you have any idea how can we make it default for all Folders by default instead of setting on each folder.

    We import feed file which creates number of folders of certain folder class. It would be nice if it is possible to set this using API during creation of new folder.



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  • 4.  RE: Add Document using Entry Template on a Folder

    Posted Fri February 18, 2022 06:19 PM

    To make Add Document using Entry Template the default add dialog - you can set it on the General tab of the desktop configuration. It will apply anytime add document action is done, whether from a folder or from search results pane.

    We will revert regarding whether it is possible to use APIs to create a folder and while doing so also associate an entry template with it.



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  • 5.  RE: Add Document using Entry Template on a Folder

    Posted Fri February 18, 2022 09:00 PM

    For P8 you can set the folder association at the root level (repository) and all folders will inherit the association.

    If you want to programmatically set the association you would need to write a plugin to do it. You would probably want to look at the ecm.model.EntryTemplateFolderAssociation class.



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  • 6.  RE: Add Document using Entry Template on a Folder

    Posted Mon February 21, 2022 10:24 AM

    Hi,

    Thanks for your reply.

    I have tried the setting which is under General tab of the desktop configuration. It didn't work. Even if it works how does it know which entry template to use if the repository has more than one entry template.


    I feel should associate the entry template id at the Folder class level using ACCE or Desktop administration. Then any object created from that folder has this entry template by default.


    Thanks for checking the API. Waiting for your reply :-).



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  • 7.  RE: Add Document using Entry Template on a Folder

    Posted Mon February 21, 2022 01:22 PM

    Hi,


    For P8 you can set the folder association at the root level (repository) and all folders will inherit the association. 


    I think this is the solution. Could you please let me know the IBM documentation link for detailed steps on how to do this.




    If you want to programmatically set the association you would need to write a plugin to do it. You would probably want to look at the ecm.model.EntryTemplateFolderAssociation class.


    I checked this class. This does not have any functions to give a try.




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  • 8.  RE: Add Document using Entry Template on a Folder

    Posted Tue February 22, 2022 01:06 AM

    The repository level folder association is done the same way as a folder, rt- click on the repository/properties/Associate Entry template tab. If the option is not showing up you may not have sufficient access rights to do it.



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  • 9.  RE: Add Document using Entry Template on a Folder

    Posted Wed February 23, 2022 02:28 PM

    Hi,

    Folder: I have folder search in ICN desktop which fetches folder(s). I do rt-click on the folder object/properties/Associate Entry template tab.

    Repository: May I know the detailed steps?


    -I have verified under ICN desktop->Administration->Repositories. Connect to the repository and verified in the tabs like General, Configuration parameters, System Properties , Browse etc. I could not find the Associate Entry template here.


    -I tried using ACCE. I could not find the option.



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  • 10.  RE: Add Document using Entry Template on a Folder

    Posted Wed February 23, 2022 11:12 PM

    It cannot be done from Search, you would have to use Browse where you can open the Repository properties dialog.



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  • 11.  RE: Add Document using Entry Template on a Folder

    Posted Fri February 25, 2022 09:45 AM