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>"
}
}
},
{
...
}
]
}
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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>"