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Advanced Actions for Content Server

In addition to the Email Alert, Migrate Document, and additional classification actions, you can configure the system to update the document property field (metadata) with the values you specify for documents stored on your Content Server.

To do this, configure Update Field as the automated action using the Advanced UI window:

  1. In the administrative web console, navigate to Workflows and select the workflow to configure.
  2. Click the workflow, then click Add next to Rule Actions.
  3. In the Add Action dialog, from the Action Type list select Update Field in the Content Server.

Then specify the following action parameters

Action parameterDescriptionComments
Field NameProvide the internal name or ID of the document property field (metadata) you want to update.This can be, for example, DocType, URL, Last modified date, etc.
ValueSelect the source of the new field value.You can use a static or crawled value, similar to SharePoint (as described in the Update Field section).

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