The following pertains to relating documents to WorkView objects.
Calculated attributes are not supported in this portfolio type.
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 the Related Content Type is set to WorkView Objects, the following options are available:
Document Type Association
When you click Document Type Association, the following screen is displayed.
Select the Application and Class that contains the Document Type Association you want to use from the drop-down lists.
Select the Document Type Association that will successfully map the Document Type you previously configured for the primary document with objects of the Class you selected.
Document Type Associations are configured in WorkView.