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Question

Question

Why does modifying meta data on a shortcut overwrite the meta data on the original?

asked on February 27, 2014

Here at the Town of Okotoks, we're trying to figure out a way to not have the same document in four different locations, as it's not necessary to have scanned (and existing) in all four locations.  What someone here was considering doing was to have the actual document in one location, and have shortcuts in the other locations back to the original, so the scanned document doesn't physically need to be in all four locations.

 

Now, when she set up a shortcut, the meta data was blank.  However, when she went to modify the meta data on the shortcut (as the document's meta data properties vary slightly between locations), these values overwrote the original.  Is this an intentional behavior?  I thought this was odd, because the shortcut's meta data started out as blank.  

 

We want to reference the original, without having four copies of the same thing in four locations, but having each shortcut being searchable in its own right - if shortcuts with their own set of meta data may not accomplish this, might there be another (possibly/hopefully simpler) way of accomplishing this?

 

Thanks to anyone who can help!

 

Marty Gaffney - Network Technician

Town of Okotoks

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Replies

replied on February 27, 2014

Shortcuts don't have their own metadata. So yes, the behavior is intentional.

 

If the document had field values and shortcut didn't show them, that's not expected behavior, but there isn't enough in your post to troubleshoot. You might just want to have your reseller open a case with tech support.

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replied on February 27, 2014

K, that makes sense.  

 

Would there be a way you would recommend I handle this?  We were hoping to have a document in one location, and referenced (instead of physically placed, again) from another folder?  We thought having shortcuts in the other locations, with proper meta data for searching, would accomplish this?

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replied on February 27, 2014

Sure, that's a pretty standard scenario. Generally in that case you would search on the source documents metadata but set up security such that the shortcut was returned for the person performing the search. If you are specifying specific locations in your search, you'll want to include the 'resolve shortcuts' option. But in general, the only element that is specific to a shortcut itself is its name and location - everything else is the source documents.

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replied on February 27, 2014

maybe you could send the shortcut into a folder and just update each separate folder's metadata for the four locations?  that way you will have their own necessary metadata.

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replied on May 12, 2014

add all fields to templet that cover all groups and adjust write rights to fields based on group. what i do not know is if you can also control visibility of fields in a templete base on rights access as well. then any short cut will look custom for the group in the groups folder.

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