Accruent Meridian Enterprise 2020 Configuration Guide

Apply Property Pages To a Folder Type

You can apply custom pages to folder types that prompt users for input when new folders are created (wizard pages) and that display custom properties (property pages) applied to the folder types. The properties used by a folder type can be inherited by the documents in the folders created from the folder type.

Note:

The custom pages that you want to apply to a folder type must already exist in the vault configuration. For more information on creating custom pages, see Create a New Property Page.

To apply a custom page to a folder type:

  1. In Configurator, expand Folder Types in the configuration tree and select the folder type that you want to edit. Its property pages appear in the right pane.
  2. Click the Pages tab to display the current page assignments.
  3. Click the Edit button to modify the assignments.
  4. Click options or type values using the descriptions in the following table.
  5. Click the OK button to save your changes.
Note:

Custom properties that are used in the Field-Path definition should not appear on custom pages applied to folder types. The properties are read-only when the Field-Path definition is calculated during the creation of folders.

Property page display options
Option Description

Show as property page

To show a page as a property page for all folders of this folder type, select a page in Available pages and click the right arrow button to add it to this list. To remove a property page from this list, select the page and click the left arrow button .

After you have selected the appropriate pages, use the up arrow button and down arrow button to arrange the order of the pages in the list. Their order determines the order in which they will display in the Meridian client applications, from left to right.

Show as wizard page

To show a page as a wizard page for all folders of this folder type, select a page in Available pages and click the right arrow button to add it to this list. To remove a property page from this list, select the page and click the left arrow button .

After you have selected the appropriate pages, use the up arrow button and down arrow button to arrange the order of the pages in the list. Their order determines the order in which they will display in the Meridian client applications, from left to right.

Commands that show wizard pages

Select the commands that you want to show the wizard pages selected in the above list. For more information on working with the commands, see the Accruent Meridian Enterprise User’s Guide.