How to create a Global Rule that stores a document’s folder path in a custom metadata field
- by Nicolas Montoya
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How to create a
Global Rule that stores a document’s folder path in a custom metadata field
Efficiency purists would argue that redundancy is not
necessary. In real life, we are willing to pay a price for performance –i.e. to
have information at our fingertips. We have run into customers opting to store a
document folder path as a document metadata field. They have their reasons,
half of the ECM community will agree with them, and the other half would raise
an eye brow. In the end, they are getting creative to achieve their document
management goals.
The below steps outlines how to create a Global Rule that
would store a document’s folder path in a custom metadata field:
Create a Global Rule via Configuration Manager > Rules
Tab > Add
Then check “Is global rule with priority”.
Then check “Use rule activation condition”.
The go to “Edit” and check the actions for this Script
Properties:
Then click OK, and the following rule activation condition
will appear:
Then Goto to the Fields Tab and add a Rule Field:
Select the target Custom Metadata Field and click Ok, then
check the “Is derived field”, then “Edit”, then go to the Custom Tab in the
Script Properties window and enter the below custom script:
<$if #active.dCollectionPath$>
<$dprDerivedValue=#active.dCollectionPath$>
<$else$>
<$dprDerivedValue=#active.xCollectionIDPath$>
<$endif$>
For more information on the dCollectionPath property, check
Section 8.2 Folder Services from the Oracle® Fusion Middleware Services
Reference Guide for Oracle Universal Content Management 11g Release 1 (11.1.1)
http://docs.oracle.com/cd/E21043_01/doc.1111/e11011/c08_folders002.htm
The above rule will keep the Custom Metadata Field updated
with the Folder Path information when a document is checked in via the Content
Server (CS) Web Interface or the Desktop Integration Suite (DIS).
