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Overview

The purpose of this feature is to display an additional informational pane that can contain specified attributes and associations for documents that abide by restrictions that are configured through OCMS Admin. In order for this informational pane to show up, the view must be enabled in OCMS Admin and the document opened in Docviewer must match the given configuration restrictions.

Configurations

OCMS

Setting Up Your Action

In the OCMS Admin, navigate to Views->Stage and select the trac you would like to configure. In Configure Stage Modules, select DocViewer and find the Doc Info section switch. By default, this view is turned off. When enabled, there are three switches: Display Attributes, Additional Restrictions, and Display Associations.

To display document attributes of a specific object type, enable the Display Attributes view and select an object type from the dropdown. This object type will be used as the first possible set of restrictions when determining whether to display the Doc Info View for a document. The available attributes list will show all attributes configured through the Object Type config in Application Setup. Select which attributes you would like to be displayed by moving the attributes to Selected Attributes.

The second possible set of restrictions that can either be used alone or in addition to the prior section’s restrictions is Additional Restrictions. If enabled, you will need to select a picklist that contains key/value pairs that correspond to the properties and values that will be used as a filter on the documents being opened up. Please see Setting Up Your Column Picklist for instructions.

The third switch allows you to display links to documents associated with the document being viewed. Once enabled, supply the name of the association that links the document you are viewing to the documents you would like to see links for. For example, if you input hpi:emailed in the textbox, all the documents linked to the document you are viewing with the hpi:emailed aspect will appear in the document info pane. .

After configuring these three possible sections of the Doc Info View, your document should show an informational pane with your selected attributes, if Display Attributes is enabled, and if Additional Restrictions is enabled it should only show up for documents that also have properties that correspond to those key/value pairs. Finally, if Display Associations is enabled and configured, it will show any associations that match the specified association type for that document.

Setting Up Your Column Picklist

This action does not require but has the option to use a picklist as a list of additional restrictions. This picklist’s key value pairs can be specified such that if the properties of the document being viewed does match the property values in the picklist, the document info pane will not display. To create a picklist go into Application Setup->Picklists in the OCMS Admin and create a new simple picklist. The labels and values of the picklist should match the name of the property that you want to check and its corresponding value. For example, if you only want the document info pane to appear for documents that are outlook emails you would put:

Label:		Value:
mimeType	application/vnd.ms-outlook