Folders / Automatic Property Set Prompts¶
This feature allows you to designate a "Custom Property Set" to be automatically prompted when documents are created in a folder.
Instead of the user having to know or remember which property to fill when he/she creates a new document, you can have this feature automatically prompt them.
Automatic Custom Property prompts are activated at the folder level.
To setup an automatic custom property prompt¶
- Select a folder where you wish to activate this feature.
- Click Action menu > Properties.
- In the "Folder Properties" window, in the Folder Rules section, click Edit.
- In the "Folder Rules" window, locate the item labeled Auto Prompt Custom Property.
- From the drop down choose from one of the defined custom properties.
- Click Ok to save your changes.
Note
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This feature is not activated in Zip Uploads, mass document uploads using WebDAV and mass document uploads using the Import Tool.
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Folder prompts are not mandatory. Even if the folder rules specify that users are automatically prompted, users have the chance to click on "Cancel" and avoid filling out the custom properties prompts.
If you would like to force the user to enter custom property information¶
Change the library policies to disallow generic document types. This will force the users to select a document type other than generic when creating documents.
If the document types require a matching custom property set to be supplied, the users will have to enter this information.
Note
Users will still be able to create the document but the document will not be published.