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SUPPORT Q&A - Adding Specific Forms to Classification

[email protected] - Wednesday, June 16, 2010 11:15 AM:

I have a requirment to add a common form to documents within a classificaion level, however, dependent on the classificaton of the document i need a different List of Values.  Is it possible to assign a form to a classification of an item?

 



dstephen - Friday, July 2, 2010 9:57 AM:

Colin,

I'm not entirely clear on what you are trying to accomplish but on the ItemType form the tab 'Views' allows the definition of different forms based upon the class of the item.  For example:

If Document had two classifications /Document/Product & /Document/Process with all the common properties (authoring_tool, authoring_tool_version, ...) and you needed a property called 'product_name' for the Product classification and 'process_area' for the Process classification you would add the two properties to the ItemType definition and set the Class Path value for the properties to  /Document/Product  and /Document/Process respectively.

Go to the Forms  item in the Administration folder and search on Document, rt click on Document and select Save As.  A copy of the Document form will pop up select the Form Properties tab and change the Name from Copy of Document to Document Product. Go to unused properties and select 'product_name' and place it on the form where you want it.  Save unlock and close the Form

Repeat the steps above to create the Document Process Form.  Then go back to the ItemType for Document, select the Views tab, pick related, assign the forms to the document and pick the classification for the two new forms. Make sure the Type field is set to Default for each form. 

After that the behavior you will see when creating a new Document will be to see the default form until you define the Type (Classification) by picking process or product and then you will be warned that the lifecycle could be changing and after ok'ing the form you will see the process or product form appear.

Hope this is what you were asking

Don