Objects can be configured to be created automatically when another related object is created from an open document in the web client. Special configuration steps must be performed to achieve this. These steps include:
- Create or locate a document type in the web client that contains Keyword Types that will contain all necessary values for the automatically created object.
- Create or locate two objects that are related to each other. One of the objects should have one Relationship data type attribute related to the other object. This attribute should be used to identify the automatically created object. For more information about Relationship attributes see Creating Attributes.
- Both objects must be associated with the same Document Type. For more information about associating Document Types with Classes see Associating Document Types With Classes.
- The Relationship attribute must also be mapped to a Keyword Type within a Document Type. For more information about mapping attributes see Creating Keyword Type Maps.
- The automatically created object must have all of its attributes mapped to Keyword Types within the same Document Type. The identifying attribute related to the other object must also be mapped to the same Keyword Type. If an attribute is not mapped correctly, the value will be blank.
When the related object is created, the existing objects for the object that can be automatically created are checked. If no object exists with the same identifying value, a new object will be created automatically, pulling the mapped keyword values from the document.
An example of when this could be used is when you have a Vendor Invoice Document Type in the Web Client and you want to create issues that are automatically attached to the corresponding vendor from documents. In our example below, there is a Vendor Invoice Document Type in the web client and an Issue object and Vendor object in WorkView. The Issue object has a Vendor attribute that is both related to the Vendor ID attribute of the Vendor object and mapped to the Vendor ID keyword type of the Vendor Invoice Document Type. The Vendor object's attributes are all mapped to the Keyword Types in the Vendor Invoice Document Type.
When an Issue object is created from an open Vendor Invoice document in the client, by right-clicking and selecting WorkView | Create Object, a check will be made for an existing Vendor object matching the Vendor ID Keyword Type value. If no existing Vendor object matches the value, a new Vendor object is created, pulling all of the mapped Keyword Type values from the originating document into the new object. The created Vendor object will then be related to the newly created Issue object.