Set the default document class (profile) on multiple folders

We have a need to define/update, en masse, the default document profile of multiple folders. The folders were created via a workspace template so they all have the same document folder name "contracts".

We'd like to now go to all the "contracts" folders on the many client workspaces (1 "contracts" folder on each client workspace) and set the default document class (in the default document profile) to a doc class of "executed contracts".

Is it possible to somehow search for all the document folders named "contracts" and en masse set the default document class to be "executed contracts" for all the folders?

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taibooz

You can use WorkSite SDK or SQL to write a script to add pre-defined metadata

In SQL you can use insert statement to PROJECTS_NVPS to set the metadata where PROJECTS is the folder table

TestReport.rptdesign

Migrateduser

Hi vnava, only three bullets if you decide to use SQL:

1.- If you only update the field value (regarding to class) in the project_nvps for folders called contrats, be careful due to you will also have to update this value in c_alias in docmaster table for all docs stored in folders.

2.- Be careful with subfolders of "contrats" you will need recursivity which is quite tricky of get...

3.- And finally if you insert any row in project_nvps you will also have to update a sid field (autonumeric) in sid_table.

So... if you could use API...its a better choice

Hope it helps,
Javi

jny

Please use the SDK to update your folders.

Accessing the database directly is strongly discouraged. Database access is carefully tuned to insure scalability and concurrent access. If you access the database directly you throw out all of this careful tuning and run a high risk of your system being unavailable. In all it goes against the core of our 3-tier architecture design.

taibooz

Agreed, SQL is for someone does not have SDK license but it's still a risky process

Text Parameter.doc