EDM provider formulas

When adding an EDM provider, you can click the Advanced button to define a set of formulas that provide advanced processing for the provider. Clicking this button opens a dialog box with two tabs: Metadata and Workflow.

Note: The advanced formulas are not available for IPS providers.

On the Metadata tab you can specify these formulas:

  • The AddDocument formula determines the metadata that Infor Public Sector will use when adding documents to the provider.
  • The UpdateDocument formula determines the metadata that Infor Public Sector will use when updating documents that are managed by the provider.
  • The SearchForContainer formula determines the metadata that Infor Public Sector will use to search for a container when adding documents. A container is a storage unit within the EDM system, such as a folder in a file system.
  • The SearchForDocument formula determines the metadata that Infor Public Sector will use when searching for documents that are managed by the provider.
    Note: All of the attributes that you use in a SearchForDocument formula must be defined in the EDM system.
  • The DeleteDocument formula determines the metadata that Infor Public Sector will use when deleting documents that are managed by the provider.

On the Workflow tab you can specify these workflow formulas:

  • BeforeAddDocument
  • AfterAddDocument
  • BeforeUpdateDocument
  • AfterUpdateDocument
  • BeforeSearchDocument
  • AfterSearchDocument
  • BeforeGetVersionDocument
  • AfterGetVersionDocument
  • BeforeGetVersionsDocument
  • AfterGetVersionsDocument
  • BeforeDeleteDocument
  • AfterDeleteDocument