Creating the Advanced Approval custom properties


	BlueCielo Meridian Project Portal 2012 Configuration Guide \| BlueCielo ECM Solutions

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Creating the Advanced Approval custom properties

The Advanced Approval life cycle requires numerous custom properties.

To create the Advanced Approval custom properties:

Create the custom property sets and property definitions listed in the following table as described in Creating, editing, and deleting custom property sets and Creating, editing, and deleting custom property definitions.

Note In the following table, the required property values must be set exactly as shown. Other property values are recommended. Properties not listed are optional.

Advanced Approval life cycle custom properties
Field code (required)	Field name	Field type	Field calculation	Description
Approval (APPR) property set
approvers_1.100	Verified by	Calculated value	Other system-generated value	The approval/verification log for the document.
approvers_1.110	Approved by	Calculated value	Other system-generated value
reldate	Release date	Calculated value	Date of transfer to status 1.900
docappr_emailpref	Preferences	Hidden		The notification settings for the approval. If the property does not exist, users will not be able to set notifications to be sent during the approval process.
dstatusntf_1.900	Distribution	Usernames		The distribution list of the document (users to be notified when the document is released).
apprstamp	Official stamp	Calculated value	Other system-generated value	Set to Original approved when an approved document is released.
Validity (VALID) property set
FROM	Release on	Calculated value	Other system-generated value	Used for the automatic release of approved documents on a specific date. If the property does not exist, documents may only be released immediately.
UNTIL	Until	Hidden		Hidden but required for the timed transition to Released.

If the custom property sets are not set as default for all documents, add the custom property sets to the document types that will use the Advanced Approval life cycle as described in Adding and removing custom document properties.

Related concepts

About the Document Circulations add-on

Related tasks

Configuring circulation options

Configuring the Advanced Approval life cycle

Creating the Advanced Approval roles

Creating the Advanced Approval document statuses

Creating the Advanced Approval life cycle

Limiting access to documents

Configuring other life cycles