Smart View, folder add "custom document type"

MJ Phuah · 2024-04-22T09:27:11+00:00

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Am new to Content Server, in my development environment, when the user click on Add button in Smart View of a particular folder, there are 2 "custom document type" (not sure if this is the correct team) appearing.

Where in CS Admin page to configure these "custom document type"? The user is asking to add in a third "custom document type".

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Greg Griffiths

do you see the same options in Classic UI ? These could be custom objects created specifically for your client in OScript.

Alfonso Scoppetta

Reading the names of the custom menu items '**** File,' it would lead me to think about document templates…

To create document templates, administrators can access the "Document Templates" area from the Enterprise menu. Within this area, it's possible to define templates of either Business Workspace or document types.

These templates can be associated with a classification, allowing them to be created within folders associated with that classification. For instance, we could have an outgoing invoice template created using an Excel spreadsheet associated with the "Invoices" classification. In the Enterprise Workspace, there might be a folder specifically designated for invoices associated with the same classification.

In this scenario, a new invoice can be created in this folder using this template. Operationally, clicking on the "+" menu (Add item) will reveal the option "Document from template." Upon selecting this option, users can choose a template from those associated with at least one classification linked to the folder.

It's unlikely that this functionality aligns with your situation since you have the direct name of the object to be created. This leaves two possibilities:

The functionality has been custom developed in OScript, requiring an understanding of its implementation to add a third type of template.
It might not actually involve "files" as the name suggests, but rather Business Workspace. Business Workspace templates are displayed directly with the name of their Workspace Type in the "+" menu when in SmartView, which seems to be your case.

My advice is to investigate within the "Document Templates" area to see if there are templates with the names you see in your menu. If so, they likely belong to Business Workspace.

appuq

@Alfonso Scoppetta is very correct. In CS OT is trying to promote the use of Business Workspaces or Connected Workspaces . A document Type is loosely the same as a "regular classification".The way it works is when you are in a folder the code looks at this setting https://appukili.wordpress.com/2020/03/30/useful-hidden-urls/ reads the line where it says "Default Document Type" and if the Classification on that Folder(container) matches the ones in the actual Document Templates. It is very common for people to design it so it makes sense to a business user your solution may have been designed and presented to the end user as go click on Litigation/Real Estate File. There could be many others but may be protected by permissions