Templates

The application allows you to define document types, also called templates and reusable libraries of custom metadata called attribute sets. Each template has a name, a description and one or more attributes. when you upload or edit a document, you can assign a template and specify the values for it's attributes.

To add a new template, you must click the Add template button and is sufficient to specify a unique name. Moreover, you can also select an existing template to view all associated attributes.

In the Properties pane it is possible to add more attributes by clicking Add attributes, then select the attributes you want to add between one or more defined set of attributes.

Security

In order to control the access to the template you may assign different policies to the groups and/or single users

With Read permission, the group/user can see the template in the selection lists.

With Write permission, the group/user can edit the template in the administration(in this case, the permission to access the administration is also required).

Validation

You may optionally provide an automation script which to validate the input of the user when an object is created or modified. Implement your own validation logic and save in the $errors map the descriptions of the errors.

You can also override the validation or initialization of any single attribute inherited from the attribute set: right-click the attribute you are interested in and choose Validation or Initialization to open the automation editor.

Dependent attributes

It is possible to declare an attribute with preset values, dependent on another attribute. To define such dependency, just right-click on the attribute with preset values and input the name of another attribute, that will be the referenced attribute.

When a user changes the referenced attribute, the dependent attribute's options will be filtered to display only those whose category matches the referenced attribute's current value.