Filing rules - Alfresco Content Services - 23.4 - 23.4 - Ready - Alfresco - external

Alfresco Content Services

Platform
Alfresco
Product
Alfresco Content Services
Release
23.4
License

These define the path where a document uploaded to a Smart Folder should be created, as well as the type and aspects of the new file, and its property values:

{
    "id : "1",
    "name":"Documents",
    "nodes":[
        {
            "name":"Correspondence",
            ...
            "filing":{
                "path":"%ACTUAL_PATH%",
                "classification":{
                    "type":"cm:content",
                    "aspects":[
                        "cmg:claim-document"
                    ]
                },
                "properties":{
                    "cmg:claimDocumentType":"Correspondence",
                    "cmg:claimDocumentId":"<cmg:claimId>"
                }
            }
        },
        {
            ...
        }
    ]
}
  • path

    The path can be an existing folder location, for example:

    • Using an XPath expression, and ensuring the expression is ISO9075 encoded:

      "path":"/app:company_home/cm:Claims_x0020_Pool"
    • Using the parent folder, by specifying the placeholder %ACTUAL_PATH%.

      The path variable can also be used in a query to restrict the search to a certain folder:

      "query":"PATH: '/app:company_home/st:sites/cm:legal-documents/'"
      

      or in a filing rule to store new objects:

      "path":"/app:company_home/cm:Insurance/*"
  • classification

You can define the type for content that populates a Smart Folder, and which aspects should be associated to them.

  • properties

    You can assign property values. These can be fixed, or a placeholder "<[property_name]>" that uses the value of the parent folder property.

    In a Smart Folder, you can map the value of the parent folder or object to that of a new object as variables:

    "[new_obj_prop_name]":"<[existing_obj_prop_name]>"

    For example, "cmg:claimDocumentId":"<cmg:claimId>"

    or as names:

    "[new_obj_prop_name]":"[literal]"

    For example, "cmg:claimDocumentType":"Correspondence"

    You can also use the value of the parent folder or object in a search query, for example:

    "query":"=cmg:claimDocumentType:Correspondence and cmg:claimDocumentId:<cmg:claimId>"