Alfresco 5.1 – Metadata Inheritance with Smart Folders

Alfresco 5.1 – Metadata Inheritance with Smart Folders

This video is aimed at business analysts and system administrators. One of the features of Smart Folders is the ability to automatically classify new files. The Smart Folders tutorial, in the online documentation, explains how to set up Type-based Smart Folders to enable this for a claims structure. I’ve already imported the tutorial custom content model, which contains the clex:claimFolder aspect. This aspect defines metadata for a claim and marks a folder as being used to contain claim information. I’ve also edited my file to include this aspect, and restarted Alfresco. I’ve created a new folder structure in my Smart Folders site to contain the claims information. Now we’ll create a new folder called Insurance Claim. Select More, and Manage Aspects. Add the new Claim Folder aspect, and save. Now select Edit Properties, and All Properties. You’ll see a new section called Claim Details has been populated from the Claim Folder aspect. We’ll use the default numbers, and Save. In the Document Library, the new Smart Folders are shown as sub folders of the Insurance Claim folder. If I add a file to the claim, it is filed according to property type, and also inherits metadata. For example, if I drag and drop a form into the Forms folder, it inherits the Claim Number from the Insurance Claim folder, and the Claim Form Type, because that’s where the file was dragged to. I’m going to set the Document Status to Draft. In the document details, I can see the new metadata. When I check the Review processes, and 1_Draft folder, I can see the form. For more information on Smart Folders, and the Smart Folder tutorial, see the online documentation.

Daniel Ostrander

Related Posts

Leave a Reply

Your email address will not be published. Required fields are marked *