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Auto-populate related documents to meta-data property field

petrusv
Hi,

I have an object type "Requisition" which has relations to several documents collected throughout the acceptance workflow. Related documents also have the requisition object as a meta-data property ("related requisition"). I would like to have links of the related documents showing on the meta-data card of requisition object such as "related invoices" (documents, multi-select). I  also want the property auto-filling when new document's are added. What would be the best way to achieve this?

Thanks in advance!
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  • Hi petrusv

    I believe using the Managed Properties module of the compliance kit would be the fastest, easiest way for you to set this up to be managed.

    I've had something similar set up where system request forms get scanned into the vault, and an employee is selected against the document. The act of selecting the employee against the document then updates the relationship between the employee object and the document, and the document is listed when looking at the employee's metadata.
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  • Hi petrusv

    I believe using the Managed Properties module of the compliance kit would be the fastest, easiest way for you to set this up to be managed.

    I've had something similar set up where system request forms get scanned into the vault, and an employee is selected against the document. The act of selecting the employee against the document then updates the relationship between the employee object and the document, and the document is listed when looking at the employee's metadata.
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