Related Topics
Meta Data Custom Tasks
These Custom Tasks enable you to manipulate Meta Data from Process Director.
This Custom Task copies Meta Data between Process Director objects any any associated document attachments.
Configuration Options
Both the Data Source and Data Destination sections of the configuration screen allow you to configure the same three fields.
OPTION |
ATTRIBUTES |
DESCRIPTION |
---|---|---|
Object Type |
Workflow References, Timeline References, Form References |
The type of object reference from which to copy the Meta Data. |
Object Data Type |
All, Documents, Forms |
The type of objects from which to copy the Meta Data. |
Object Group |
|
Group Name of the objects from which to copy the Meta Data. |
In the Meta Data to Copy section, you can click the Add Category or Add Attribute buttons to add additional categories or attributes, respectively, to be copied.
This Custom Task assigns Categories and sets Attributes on a Process Director object or set of objects. You can configure the Custom Task to set Meta Data Categories to an object, assign Attributes and Attribute values, or both. Similarly, by using the Add Category to Remove button, you can remove specified Categories, along with all their Attributes, from an object.
Configuration Options
Both the Data Source and Data Destination sections of the configuration screen enable you to configure the same three fields.
OPTION |
ATTRIBUTES |
DESCRIPTION |
---|---|---|
Item Type |
Form Only, Form References, Workflow References, Timeline References |
The type of object reference for which you wish to set meta data. |
Object Types to Set |
All, Documents, Forms |
The type of objects to which to set the meta data. |
Item Group |
|
Group Name of the objects to which to set the meta data. |
Clicking Add Category and Add Attribute displays a picker that enables you to select a category or attribute that you want to apply to the objects. Clicking Add Category to Remove displays a picker that enables you to select a category that you want to remove from the objects. In both cases, you can also select a Meta Data picker control from the Form to specify the categories to add or remove.
Documentation Feedback and Questions
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