This information is primarily for business analysts, who are responsible for creating and defining the business scenario that requires Smart Folders.
Before you use Smart Folders, consider the use cases and scenarios that are appropriate to your business problem. Then you can:
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Define a custom content model
To get you started, you can use the example model that is provided with the Configure Smart Folders tutorials for more information. See Content models for more information on content models.
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Create a Smart Folder Template
This defines the queries and filing rule for your Smart Folder structure, and property propagation rules for file uploads. The Smart Folder Template is a JSON file. See Smart Folder Template syntax for more information.
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Choose Type-based, System, or Custom Smart Folders to associate a Smart Folder Template with a physical repository folder.
See Type-based, System, and Custom Smart Folders for more information.
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In an advanced setup, you might need to:
- Enable Share actions in the share-config-custom.xml file.
- Configure other Smart Folders properties in the alfresco-global.properties file. See Smart Folders global properties settings for more information.
You can then test and deploy your solution. Use the Configure Smart Folders tutorial to understand more about the basic Smart Folders setup.
This diagram shows the recommended workflow: