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Managed Properties in Compliance Kit

dejan
Hi all,

We really like using managed properties to link document of different document types based on specific properties. It works very well in bi-directional way and automatically link documents.

Recently, I have found out that automatic metadata links are made in context of the currently logged user. If I check the history of specific document where managed metadata is just updated, I can see that the new version is created in a name of a currently logged-in user checking the history. As this is actually done through backend configuration, I would expect that the new version is made by "M-Files User". This could be very confusing for end-users and especially problematic in audit logs.

Wondering why is this a case and if this is actually a bug.

D.

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  • Hi D.
    Often the conditions are met because some user has created or modified the object that matches the criteria defined in Managed Properties. In that case it makes sense that the same user is logged also on the objects that gets automatically updated.
    Sometimes the process is triggered by the M-Files server itself when e.g. an automatic transition is triggered by a script or a "days to/from" setting. In that case I believe the updated objects have "M-Files server" logged as user on the new version.
    At least that seems to be the case in a vault where I use Managed Properties quite intensively.
    BR, Karl
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  • Hi D.
    Often the conditions are met because some user has created or modified the object that matches the criteria defined in Managed Properties. In that case it makes sense that the same user is logged also on the objects that gets automatically updated.
    Sometimes the process is triggered by the M-Files server itself when e.g. an automatic transition is triggered by a script or a "days to/from" setting. In that case I believe the updated objects have "M-Files server" logged as user on the new version.
    At least that seems to be the case in a vault where I use Managed Properties quite intensively.
    BR, Karl
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