Creating and editing reference types
Reference types are the templates from which document references are created.
To create and edit reference types:
- In Configurator, expand Reference Types in the configuration tree to display the existing reference types. Some reference types are included in vaults by default, and others are created automatically when optional Meridian modules are installed.
- To delete a reference type, select it and on the Edit menu, select Delete.
- To edit a reference type, select it and click the Edit button.
- To create a new reference type, on the Edit menu, select New Reference Type. A new reference type is added to the configuration tree and its property pages appear in the right pane.
- On the General tab, click options or type values using the descriptions in the following table.
| Option | Description |
|---|---|
|
Display Name |
Type the name of the reference type as you want it to appear to users. This name should reflect the business relationship of the linked documents. |
|
Name |
A default internal name is calculated. Accept the default in most cases. |
|
Destination |
Select the document type from which this reference may be created. This option allows you to limit the document types that may use this reference type to only those for which it was created. |
|
Source |
Select the document type to which this reference may be created. This option allows you to limit the document types that may use this reference type to only those for which it was created. |
|
When source document is copied, also copy reference to destination document |
Also copies the references of this type for a source document that is copied. |
|
Reference is created manually (in Meridian client) |
Allows the reference type to be created manually by users. Otherwise, it may not be selected. Disable this option only for references created programmatically. |
|
Only if the source document is in an editable state |
Restricts the manual creation of references of this type to source documents that are in a workflow. |
- Click OK to save your changes.
- If you want to prevent some users from creating references of this type, click Privileges and select the groups that you want to allow to create the references.