Select a metadata field from the Field Name option list. Select a general placement choice for the metadata field from the Field Position Click OK. Select a display type from the Type option list. If desired, enter a required message. Define the additiona

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3.2.4.13 Defining the Attributes of a Metadata Field

You must assign the required attributes field position and type to each metadata field belonging to a rule. You can also define optional attributes that include a required message, a default value, derived value or a restricted list. For more detailed information about the attributes of metadata fields in rules, see Metadata Fields and Attributes in Rules on page 3-15. To define the attributes of a metadata field:

1. Open the

AddEdit Rule Screens . See step 1 in the Adding Metadata Fields to a Rule on page 3-30 procedure.

2. Open the Fields tab, and click Add.

The Add Rule Field Screen is displayed.

3. Select a metadata field from the Field Name option list.

4. Select a general placement choice for the metadata field from the Field Position

option list.

5. Click OK.

The AddEdit Rule Field ’name’ Screen is displayed.

6. Select a display type from the Type option list.

7. If desired, enter a required message.

8. Define the additional attributes by setting default values, derived values or a

restricted list. For more detailed information, see: ■ Setting a Metadata Field Default Value on page 3-32 ■ Setting a Metadata Field Derived Value on page 3-33 ■ Setting a Metadata Field Restricted List Condition on page 3-34.

9. Click OK.

Setting a Metadata Field Default Value To set a default value field attribute: 1. On the AddEdit Rule Field ’name’ Screen , select the Use default value check box.

2. Click the corresponding Edit button.

The Edit Default Value: Conditions Tab is displayed.

3. On the Conditions tab, click Add.

The Edit Default Value: Add Condition Screen is displayed.

4. Enter the name for this default value attribute and click OK.

The Add Condition screen closes and the default attribute name is added to the Conditions list. 5. Select a Field value and Operator from the option lists. Depending on the selected value from the Field list, the Value field provides: ■ An editable field to enter the data. ■ A choice list of appropriate options. ■ An editable field with a corresponding Select button. 6. Enter or select a value for the upper Value field, as applicable: Managing Metadata 3-33

a. Click Select if:

The Field value is Content ID, the Edit Default Value: Select Field Screen is displayed. The Field value is Author, the User View Screen is displayed. b. Use the filters as desired to select content.

c. Click OK.

The Content Item View Screen or User View Screen closes and the selected content value is added to the upper Value field on the default value Conditions tab.

7. Click Add.

The statement is added to the expression pane.

8. Click Compute.

The Edit Default Value: Select Field Screen is displayed. 9. If the field is linked to a schema view, you can select a column. Otherwise, click OK . The Select Field screen closes and the computed value is added to the lower Value field on the default value Conditions tab.

10. Click OK.

The Edit Default Value screen closes and the Idoc Script statement is displayed in the default value text pane on the Add Rule Field name screen.

11. If you are finished adding metadata field attributes, click OK. Otherwise, continue

to include additional attributes. See Setting a Metadata Field Derived Value on page 3-33 and Setting a Metadata Field Restricted List Condition on page 3-34. Setting a Metadata Field Derived Value To set a derived value field attribute: 1. On the AddEdit Rule Field ’name’ Screen , select the Is derived field check box.

2. Click the corresponding Edit button.

The Edit Derived Value: Conditions Tab is displayed.

3. On the Conditions tab, click Add.

The Edit Derived Value: Add Condition Screen is displayed.

4. Enter the name for this derived value attribute and click OK.

The Add Condition screen closes and the derived attribute name is added to the Conditions list. 5. Select a Field value and Operator from the option lists. Depending on the selected value from the Field list, the Value field provides: ■ An editable field to enter the data. ■ A choice list of appropriate options. ■ An editable field with a corresponding Select button. 6. Enter or select a value for the upper Value field, as applicable:

a. Click Select if: