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Filter value list bases on class

Former Member
Former Member
Let's assume we have a vault with 30 classes (document types).
All types have the same meta data properties.
One property "A" is a value list with sub-types of the classes.
When a class is selected, the list in property "A" should be filtered to contain items regarding the selected class.

Filtering on class is limited. What's your best practice in a situation like this?
  • Create a new property (let's call it Document category) that uses the Classes value list and specify automatic value as %PROPERTY_100%. Then add that property to those doc classes and filter the sub-type property by the "Document category" property.

    You can hide the redundant "Document category" property using the permissions of the property value or by using metadata card config.

    Mika
  • Former Member
    Former Member
    This is exactly what I told my customer to do. Cheers!
  • I'm currently trying to set this up for a customer. I am having two issues:

    1 - Can't generate automatic value "%PROPERTY_100%" on a property of type "List" (only allowed on text when using the concatenation)
    2 - If I were to use VBScript to copy the value it would still only get calculated on checkin, meaning that the list would not be filtered at creation.

    I then decided to use the metadata card configuration to copy the value with "SetValue" behavior but it does not seem to work to copy values from one list to another:

    "SetValue":
    {
    "Content": "%PROPERTY_100%",
    "IsForced": true
    }

    The only functional workaround I have found is to create a rule for each class and hardcode the GUID in the SetValue behavior for each class.

    Marc

  • Former Member
    Former Member
    I need to achieve the same i.e. based on the class we select, document Type should be filtered. If I create "Document Category" property as Text and Auto value as %PROPERTY_100%,
    I can't filter the Document Type based on Document Category.

    Could you please let me know how does it work?
    "
    Create a new property (let's call it Document category) that uses the Classes value list and specify automatic value as %PROPERTY_100%. Then add that property to those doc classes and filter the sub-type property by the "Document category" property.

    You can hide the redundant "Document category" property using the permissions of the property value or by using metadata card config.

    Mika"