You are viewing limited content. For full access, please sign in.

Question

Question

SDK Set Metadata

SDK
Updated May 31, 2019
asked on May 31, 2019

Is there a way to set a template with metadata but not the required fields? What I'm trying to accomplish is creating a new document, setting the template and some fields from an external db, however the template has some required fields that need to be manually inputted by the user. Also the same scenario with importing a tiff/edoc. I can create the document, set the template and fields then open up the document, but not if there are any required fields. 

0 0

Answer

SELECTED ANSWER
replied on May 31, 2019

There isn't a way to get around required fields. They are enforced by the repository at a low level.

One technique that we've used in the past is to make the fields not required, and then use Workflow to enforce the rules. This is best done as part of a solid intake and QA process. In most cases, we then move the document into Records, so the fields can't be changed to a bad state in the future. Additionally, once you've moved beyond the intake process and have all of the data you need, you could have Workflow change the template to one that does have required fields.

2 0
replied on May 31, 2019 • Show version history

Devin is correct. You have to provide values if the fields are required.

As he mentioned, a workaround would be to apply the field values without applying the template, or create an alternate template where those fields are not required, then set the "permanent" template with a workflow that triggers when the user updates the fields.

1 0
replied on May 31, 2019

Thanks Devin and Jason, ya I initially just made them non-required but may use a "temp" template instead then process through workflow. 

0 0

Replies

You are not allowed to reply in this post.
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...