Adding Document Sub Types

You can add subtypes to document types. When users add a file to Project Management, they can choose the type of document and any defined sub-types of the document type. By default, there are no sub-types, but you can use the instructions below to add sub-types.

Adding document sub-types lets you categorize documents. You can apply different business rules to documents by assigning different policies to each sub type. You can also assign different formats to sub types.

  1. Log in to MQL as a user with business administrator privileges.
  2. Create a new type that is derived from Document:

    MQL> add type TYPE_NAME derived Document;

    where TYPE_NAME is the name of the new type to be displayed. For example, add type "Spec Document" derived Document;

  3. Register the symbolic name according to Registering Your Own Administrative Objects in 3DSpace Administration. From the compass choose Collaboration and Approvals. Then click Utilities > Property Registration > Admin Type. The default naming convention for the symbolic name is type_TYPE_NAME where spaces are replaced with _. For example, type_SpecDocument.
  4. Add the new sub type (and any new policies) to the Framework string resource file:
    1. Open emxFrameworkStringResource.properties, located in ENOVIA_INSTALL/properties.
    2. Add a key and value for the new type using the format emxFramework.Type.NAME=DISPLAY_NAME.

      For example: emxFramework.Type.Spec_Document=Spec Document

    3. Repeat these steps for each language and new type/policy, as needed.
  5. Rebuild the archive files and restart the server.
  6. Verify the new sub type is listed in Project Management by uploading an external file.

    The new sub type should be listed in the Type Chooser and the Upload Dialog should display the sub type specific policy selection and attributes.