SetCustomerProperties procedure

The SetCustomerProperties procedure assumes that the vault is configured with a set of properties with the following internal names.

• CustomerID
• CustomerName
Address
• AccountNumber
CityZipcode

It will take the input values and save them as the new property values for the document.

' Update the Customer Property values for the document in the Meridian Enterprise vault
Public Sub SetCustomerProperties(Document As AMDocument, _
dr As AMDocumentRepository, _
CustomerID As String, _
Name As String, _
Address As String, _
AccountNumber As String, _
City As String, _
Zipcode As String)
 
On Error GoTo eh
 
Dim values As Variant
Dim propset As AMPropertySet
Dim propdefs As AMTableViewCollection
 
Set propset = dr.Environment.PropertySets.Item("Custom")
Set propdefs = propset.PropertyDefs
 
' Load existing values
values = dr.LoadPropertyValues(Document, propdefs)
 
' Modify property values
values(propdefs.Index("CustomerID")) = CustomerID
values(propdefs.Index("CustomerName")) = Name
values(propdefs.Index("Address")) = Address
values(propdefs.Index("AccountNumber")) = AccountNumber
values(propdefs.Index("City")) = City
values(propdefs.Index("Zipcode")) = Zipcode
 
' Save new document property values
dr.SavePropertyValues Document, propset, values
  
Exit Sub
eh:
Err.Raise -1, "SetCustomerProperties", "Failed to set customer data for document " & Document.DisplayName & vbCrLf & Err.Description
End Sub