Attaching ECM documents to a Heritage Coach

Learn how to configure the Document Attachment Heritage Coach control to display only those ECM documents that match properties that you set.

The following procedure describes how to display a list of ECM documents in your Heritage Coach using the Document Attachment control:

1. Open the service that contains the Heritage Coach that you want to work with and then click the Coaches tab.
2. Drag a Document Attachment control from the palette onto the design area or click to select an existing Document Attachment control.
3. While the Document Attachment control is selected, click the Presentation option in the properties.
4. In the Item Class Name field, enter the name of the document type that you want to retrieve from the ECM repository, and click the Add button. All properties that exist for the document type that you specify are displayed. This enables you to choose the properties to use to determine the documents to display.
5. Determine whether you want to remove or filter any of the listed properties:
   • To remove unwanted properties, click the property name and then click the Remove button.
   • To filter for particular properties, enter a value in the Filter Value column.
     Important: The filters that you specify must match the actual property values in the ECM repository.
   For example, if one of the properties for a document type is ClientIndustry , you could limit the results to a specific industry by entering the following text in the Filter Value column: automotive . You can also use an *(asterisk) as a wildcard when establishing filters. For example, enter the following text to filter for all properties that begin with auto : auto* . Or, simply enter an asterisk to retrieve documents for all properties: * .
6. Click All Properties or Any Properties.
   • If you select All Properties, documents must match all properties that you add to be displayed.
   • If you select Any Properties, if documents match any one of the properties that you specify, the control displays them.
7. In the Display table, enter the value that you want the Heritage Coach interface to use as the label for each property, and enter a value in the Display Value column for each property.
8. Save the Heritage Coach and then run the service or BPD to test your configuration.
9. Choose one of the following options to configure whether users can upload documents to the connected ECM repository using the Document Attachment control:
   • If you do not want to configure the Document Attachment control to enable document uploads, clear the Enabled check box under Upload Documents.
   • If you want to configure the Document Attachment control to enable document uploads, complete the following steps:
   1. Open the service that contains the Heritage Coach that you want to work with and then click the Coaches tab.
   2. Drag a Document Attachment control from the palette onto the design area or click a preexisting Document Attachment control to select it.
   3. While the Document Attachment control is selected, click the Presentation option in the properties. By default, the Enabled check box under Upload Documents is selected. This setting causes the control to display an Add Document button. When the service runs, the user can click the Add Document button and then use the fields provided to browse for the file that they want to upload to the ECM repository, provide a title for the document, and then click OK to upload the document. The user can upload multiple documents to the connected ECM repository using the control.
   4. If you want to supply a default name for all documents that the user uploads, type the JavaScript for the default in the Default Name text box. For example, type <#= tw.system.user_fullName #> to make the current user name the default name for uploaded documents.
   5. If you supply a default name, but want the user to be able to change the default, click the User Editable check box to enable it.
   6. Click the Add Properties check box to enable it if you want to add properties to uploaded documents. Then click the Add button to add the properties that you want. Each property should have a name and a value.
   7. Save the Heritage Coach and then run the service or BPD to test your configuration.