Assign a custom property to a folder type - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

To assign a custom property to a folder type, complete the following steps.

  1. In Management Console, in the left pane, click Folder Types.
  2. On the Folder Types tab, in the Folder Type list, select the folder type for which you want to assign a custom property and click Modify.
  3. Optional. In the Folder Type dialog box, on the Custom Properties tab, to filter the available custom properties by data type, in the By Type list, select the data type you want.
  4. In the Folder Type dialog box, on the Custom Properties tab, in the Available list, select the custom property you want to add, click Add, and, on the Add Custom Properties confirmation dialog box, click Yes.
  5. If the file type is already in use, in the Add Custom Property dialog box, determine how to populate existing custom property values for all folders that are of folder types that use this custom property:
    • Select Use the Default Value assigned to this property to automatically populate existing custom properties with the default value you specified when you created the custom property.
    • Select Leave blank to populate existing custom properties with no value.
    • Select Use to type or select a value to populate existing custom properties.
  6. Click OK, and if you receive another confirmation dialog box indicating the update could take a long time and use significant resources, click Yes only if you are sure this is not an issue. Otherwise, click No or Cancel and repeat the procedure during non-peak hours.
  7. Optional. To make a custom property required, in the Added list, click once in the column in front of the custom property. The Required icon appears. A required custom property must contain a value whenever the associated item is linked or you change the folder type of the associated document.