The following pertains to relating documents to each other.
When the Content Type is set to Documents, the following page is displayed.
Select the Document Type that you want to create a relationship for from the Document Type drop-down list. This is the Document Type the primary document belongs to.
If you want to exclude the primary document from any actions executed on the related document(s), select Exclude Primary Item.
This option does not apply to Workflow rules and actions configured to execute on related items. The primary item is always excluded in this case.
When Related Content Type is set to Documents, the following page is displayed:
The following options are available for selection:
|
Option |
Description |
|---|---|
|
Document Handle |
This option causes the system to use the value contained in the Document Handle property as the common denominator between the current and related document. |
|
Document Type |
This option causes the system to use a Document Type to find related documents. For information about configuring a Document Type relationship, see Configuring a Document Type Relationship. |
|
Folder Type |
This option uses a Folder Type to find related documents. If you want to relate documents by a folder type, select Folder Type and select the appropriate folder type from the drop-down list. |
|
Child Work Items |
This option causes the system find related documents using a parent/child relationship. If you want to relate a parent document to its child work items, select Child Work Items. |
|
Workflow Filter |
This option uses a Workflow filter to find related documents. For information about configuring a Workflow filter relationship, see Configuring a Workflow Filter Relationship. |
If you would like all common values to exist on the primary item, select Require All Common Values on Primary Item. This option is only available for Document Type, Folder Type, and Workflow Filter relations.
The Require All Common Values on Primary Item option is not respected when mapping Keyword Types to properties.