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Placeholder object class for Records Management

Updated

Note: This information is also be found in the DocuShare 7 Administrator Guide

Users may create records of physical objects, such as paper documents and file boxes. To do this, users can add “placeholder documents†to collections and then classify and declare them as records. Users simply select Uploading a document later from the Add Document page. Refer to the Records Manager User Guide for more information.

If needed, a DocuShare administrator can create a custom document object class for Records Manager, using the object class Document as the clone, and name the object class Placeholder. A unique property, called the Is Placeholder, exists in the Document object class. After creating the custom Placeholder object class, the administrator must set the Is Placeholder property to Yes. The users selects the custom Placeholder class using the collection Add menu.

Create a Placeholder object class

  1. From the Administration menu, click Object Properties | Custom Object. The Custom Object page appears.

  2. In the Name field, enter the name placeholder.

  3. In the Label field, enter the label Placeholder. This is the name of the class as it appears on the property page.

Note: DocuShare does not translate custom property labels. Custom property labels appear in the language in which they are written. If you give a custom property an English label and someone views your site in French, that custom property label appears in English. To correct this, you must manually translate the English label into French by entering the French equivalent of the English word(s) in the Label field.

  1. From the Clone menu, select the Document object class.

  2. Click Create. A property page appears displaying the properties of the Placeholder object class that you just created.

  3. Close the property page.

  4. Click Object Properties | Update Properties.

  5. On the Update Properties page, click Submit.

  6. Open the property page for the Placeholder object class. Click Edit next to the Is Placeholder property.

  7. Make sure Read Only is set to No.

  8. On the Edit Placeholder Property page, for the Default Value field, select True.

  9. Click Update.

  10. Click Object Properties | Update Properties.

  11. On the Update Properties page, click Submit. DocuShare now saves your new Placeholder object class, with the Is Placeholder property enabled.

Solution Published: July 6, 2016

Solution ID: 1802

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