Difference between revisions of "HowTo:Make a Document ready for Redlining"

Revision as of 09:49, 25 March 2014

The redlining feature creates a copy of the document and opens it for editing with any installed 3rd party application. Enabling redlining for certain document objects requires that the following criteria are met:

1. A [FILEDOCUMENT|file document]] MetaClass is prepared for Redlining
2. File documents can be created as child objects of other file documents
3. View items for the redlined file document exist
4. Context scopes for the redlined file document exist

Part 1: Prepare a file document MetaClass for Redlining

1. Set the SYSCLS REDLINEDFILE classification on a MetaClass for file documents using the CD control (the MetaClass must derive from FILEDOCUMENT)

Part 2: Create a Relation or Reference Redlined documents are created as child objects of the original document, so we have to prepare the necessary relational pre-requisites.

1. Create either a new relation between the file document MetaClasses or
2. add a reference property Create_a_new_Reference

Create either a relation between or reference

Create the necessary relation

1. Navigate to the MetaClass SYSCLS EDITABLEDOCUMENT in the Class Browser
   
2. Open a RelationEditor for the created Document class, put the SYSCLS_EDITABLEDOCUMENT via dragging and dropping in the Relation Editor and navigate to the Classification
   
3. Now all Instances of the created MetaClass can be set either editable or not by checking "EDIT_FILE_ALLOWED".
   
4. To make the Document available, see the instructions on creating and editing Views.

See also

• Assign a Classification to a MetaClass
• Add a MetaProperty to a MetaClass