Compliance Kit - Manager Properties - Auto Calculated Properties - Set a property on another object

Question

Hello everyone, 
 Do you know if it is possible to set a certain property on another object based on a currently edited document's calculation rule ? 
 Example : I am linking a report to an invoice through a metadata (Chose from list filter by class=report) and I'd want to set boolean property to true on that linked report . 
 Thanks for your help, Claudio

bright-ideas.dk · Accepted Answer

It can be done in the "Properties" section (not the Auto Calculated Properties). See the configuration manual section 4.7.2. https://kb.cloudvault.m-files.com/Default.aspx?#3ECA226F-7B54-428B-B539-DE443E6134EC/object/95ED33E1-0389-4F2E-AD73-47012CB6867F/latest 
 The idea is to add "Liaisons &aacute; d'autress documents" on your report, so you select this as Property in your configuration. In this case the same property is used as Reference Property. No Matching Properties required. Filter settings depends on your structure and requirements. You probably don't want this new property on all types of reports.... 
 Have never had a case where the Reference Property is the same as the Property in this type of configuration. Don't know if that will create any problems.

bright-ideas.dk · Answer

Not sure that I fully understand, because your screenshot confirms my original understanding that you are working on the Invoice where you add a relation FROM invoice TO report, and then you want to set a boolean property on the report. However, your text says that you have a relation FROM the report To the invoice, but that relation is not visible in your screenshot. It may, of course, be outside the visible area of the metadata card. 
 If my understanding still is correct, I want you to use Managed Properties to add a reverse relation (Liaisons &aacute; d'autress documents) on the report pointing back to the invoice. When that happens you can easily add a rule to also set "Trait&eacute;" as True.

Compliance Kit - Manager Properties - Auto Calculated Properties - Set a property on another object

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