Changing class in metadata card config

Hi,

A "Class" is a special property and cannot be manipulated through the Metadata card configuration.

I was dreading that reply.. 

Thanks

It is a relatively simple thing to do in a workflow action script. Could also be done in an event handler. If required you could trigger the event by some property value  change in metadata.

I need to do this when the metadata card is opened when creating a new document from a template.

From what I can tell there is no event handler that fires at that time. The best I can do is "beforeCreateDocument" but that is after the user clicks ok.

I am open to any other ideas..

What's your exact use case here? Why is the template document not already in the correct class?

We have a class called "Controlled Documents". This class holds all our version controlled forms. Each form has a property called "Target Class" that the filled in form need to be part of.

When a user opens a template of one of these forms, I would like to change the class to whatever is in the "Target Class". 

Currently I am swapping the class in a event handler, but I can only do it after the user clicks create.

Could you consider changing the setup so that each form is already in the correct class, so the created documents would also go in that class without any special configuration? If you're using the Version Control Lite module and I've understood your publishing scheme correctly, you could for instance try changing the class of the released form in the released version workflow (with a script in an appropriate workflow state).

Or is there some specific reason why they must remain in that "Controlled Documents" class at that point?

(I'm not sure if the VCLite module sets some restrictions on class changes of the released version, this was just an idea to try to work around the issue.)

I could be wrong, but I don't think I can change the class of the published document as it would also change the workflow. If the workflow is not "version controlled states" I cant see how VClite would be able to work.

I will give it a shot as it would be a nice and neat way around this issue.

If you cannot get it to work, I suggest raising this with your M-Files reseller to discuss the options. There are a number of moving parts in this technically and also your own business requirements so I think it's easier to discuss this while you can also look at your vault at the same time.

Sometimes there is no need for a template selection but you want to specify a standard class when creating an Object..

Sometimes there is no need for a template selection but you want to specify a standard class when creating an Object..