Accruent Meridian Enterprise 2020 Configuration Guide

Change the Field-Path Definition

Changing an existing Field-Path definition allows you to remap or unmap properties from the existing folders of a vault.

Note:

After importing a large number of documents into a vault from an organized folder structure, use this command to map properties to the imported folder levels. This will set the corresponding properties for the imported documents and cause new documents to conform to the same Field-Path definition.

Important!

Changing an existing Field-Path definition of a vault with many existing documents can take a long time in a large vault. For these reasons, this task should only be performed during non-production hours when no users are connected to the vault.

To change the Field-Path definition:

  1. In Configurator, on the Vault menu, point to Field-Path and then select Change Definition. The Change Field-Path Definition dialog box appears, showing the existing folder structure of the vault and the mapped properties.
  2. Select a folder level in Current folder structure. Its corresponding property is highlighted in Properties, its icon appears in the Icon list, and if it is a branch level, the Branch level option is selected.
  3. Use the buttons on the toolbar to edit the folder structure. The buttons are described in the following table.
  4. To set a default folder type to be created at specific levels in the folder structure:

    • Select the folder level that you want to configure.
    • Select the folder type in Default folder type.
  5. Click OK to save your changes.
Change Field-Path Definition dialog buttons
Icon Description

Refreshes the Current folder structure view.

Creates a new subfolder of the selected folder. This folder will be mapped to the corresponding level or branch of the current Field-Path definition.

Deletes the selected folder.

Changes the folder type of the selected folder.

Adds a new property, as described in Create And Edit Custom Properties.

Select an unmapped folder, then select a property from Properties, and then click this button to map the selected folder to the selected property.

Select a mapped folder and click this button to remove the current property mapping of the folder. A confirmation dialog box appears. Click Yes to proceed.