Guiding documents configuration
Reached from Guiding Document Publishing on Object utility configuration.
Settings
Enabled
Enable this utility.
Retired NACLRequired
The NACL to apply to retired documents.
Effective NACLRequired
The NACL to apply to effective documents.
Published NACLRequired
The NACL to apply to published documents.
Retain Format for Publishing PropertyRequired
If this property is set to true, the document format will be retained after publishing. If it is not defined, then the document format will be PDF.
Publish as Template PropertyRequired
If this property is set to true, the document will be published as an M-Files template where 'Is Template' is set to true.
Publish to Same Class PropertyRequired
If this property is set to true, the document will be published to the same class as the working copy.
Publish Mappings
The mappings between working copy and published copy.
Blacklisted Properties
The properties that will not be copied from working copy to published copy, applicable to all mappings in this module.
Published Whitelisted Properties
The properties that will brought over from the previous published version to the next. Does not impact properties from the working copy to the published copy.
Metadata Flattening Mappings
For each mapping whose condition matches the working copy, the listed properties' inserted metadata (Word DOCPROPERTY fields, Excel defined-name formulas and PowerPoint m-files links) is frozen to its displayed text and the live link back to M-Files is severed. Multiple mappings may match; their property lists are combined. Only applies when the published copy keeps its native Word/Excel/PowerPoint format (it is a no-op when publishing to PDF).
Published Date Property
The property that will be set to the date of publishing.
Calculate Effective From
Set if the application should calculate the effective from date. This date is calculated using a time unit and period on the working copy, for example, 1 year from publishing.
Effective From PropertyRequired
Shown when Calculate Effective From is Yes.
The property that will be set to the effective from date.
Effective From Period PropertyRequired
Shown when Calculate Effective From is Yes.
The number property that, together with the 'effective from unit property', will be used to calculate the effective from date.
Effective From Unit PropertyRequired
Shown when Calculate Effective From is Yes.
The number property that, together with the 'effective from period property', will be used to calculate the effective from date.
Effective From Condition
Shown when Calculate Effective From is Yes.
If this condition is true, the effective from date will be calculated.
Calculate Next Review Date
Set if the application should calculate the next review date. This date is calculated using a time unit and period on the working copy, for example, 1 year from publishing.
Next Review Period PropertyRequired
Shown when Calculate Next Review Date is Yes.
The number property that, together with the 'next review unit property', will be used to calculate the next review date.
Next Review Unit PropertyRequired
Shown when Calculate Next Review Date is Yes.
The number property that, together with the 'next review period property', will be used to calculate the next review date.
Next Review PropertyRequired
Shown when Calculate Next Review Date is Yes.
The property that will be set to the next review date.
Next Review Condition
Shown when Calculate Next Review Date is Yes.
If this condition is true, the next review date will be calculated.
Version Label Placeholder
The text added to the version label during publishing
Update Version Labels
Set if the application should update the version labels of the published document based on the workflow state of the working copy.
Published Label
Shown when Update Version Labels is Yes.
The version label from the list of version labels that will be set to the published document when it is published.
Effective Label
Shown when Update Version Labels is Yes.
The version label from the list of version labels that will be set to the published document when it is effective.
Retired Label
Shown when Update Version Labels is Yes.
The version label from the list of version labels that will be set to the published document when it is retired.
Generated from M-Files Essentials 0.26.6.1.