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xSuite Archive Prism User Guide

The "Tables" configuration node

A table is a type of document type. A table has the same properties as a document type. The procedure for editing properties and adding fields is identical.

The fields of a table document type represent the columns of the table. To create a table in a document type, select Table as the field type and enter the name of the table document type as DefaultValue.

Caution

A table document type cannot be used for new documents. A table document type can only be used as a table field.

Creating a table

  1. Open Archive Administration.

  2. Open the ArchiveTables configuration node.

  3. Enter a name for the table.

  4. Click Confirm.

    Notice

    To open the properties of the table directly after creating it, activate the Open node afterwards checkbox.

    ➣ The table has now been created.

    ➤ You can now edit the properties of the table.

    Notice

    After creating the table, create a version of this table. Only table versions can be used in documents.

Edit the properties of a table

  1. Open Archive Administration.

  2. Click on a table under ArchiveTables.

    ➣ The properties of the table will open.

  3. Define the following properties:

    Property

    Description

    SupportFreeFields

    Activation/deactivation of free fields

    If this property is activated, a document may contain various fields. The fields do not necessarily have to correspond to the field definitions.

    Notice

    If a field matches the name of a field definition, this field must correspond to the field definition.

    SupportAnnotations

    Activation/deactivation of notes in file attachments

    If this property is activated, the attachments of a document may contain notes.

    SupportAuditTrail

    Activation/deactivation of audit trails

    If this property is activated, an audit trail entry will be written for every action performed on a document.

    SupportNotes

    Activation/deactivation of notes

    If this property is activated, a document may contain notes.

    SupportsBlobs

    Activation/deactivation of file attachments

    If this property is activated, a document may contain attachments.

    Label

    Display name of the table

    You can use Locale to define the name for different languages (e.g., de for German and en for English).

    Retention

    Standard expiry date of a document

    A document can no longer be opened after the standard expiry date. To physically remove documents after the expiration date, the RetentionJob scheduler job is available.

    Syntax: {number}{unit}

    The following units are available:

    • d = days

    • m = months

    • y = years

    Example: 100d for 100 days

    Default value: no expiry time

    Notice

    You can define a standard expiry time in the archive properties.

    The standard expiry time defined for the archive will overwrite the expiry time for the document type. If no expiry time is defined for the archive, the expiry time of the document type will apply.

  4. Click prism_archive_speichern.png Save.

    ➤ The properties are now saved.

    ➣ You can add fields to the table. The procedure is identical to the procedure for document types.