Use this subtask to view content property information from the Content Management System. If you are allowed to do so by the settings on the Manage Application/Content Links screen, you can manually modify the CMS property values on this subtask. You can also click the Load Content Data Fields with Costpoint Record button to automatically load specific field values from a Costpoint record into the appropriate CMS properties.
You can also load values from the CMS properties into the appropriate fields of the current Costpoint record. For example, you could scan a vendor invoice into your CMS and add content properties. Later, you could go into Costpoint to create a voucher. Instead of manually entering the data into the Costpoint fields, you could click the Load Costpoint Record with Content Data Fields button to populate the fields.
In the first row of the table, this field displays the content location. In the rest of the rows, this field displays the content data field ID.
This non-editable field displays the content data field name.
This field displays the data type. Valid values are:
Text
Number
Date
In the first non-editable row of the table, the Text Value field displays the CMS ID, Repository Name, and File Path.
In the rest of the rows, enter the appropriate value (text, number, or date, depending on your selection in the Data Type field) for the content data field and CMS property. If the field is linked to a CMS content property, the value in the CMS is modified for this content file.
If you are viewing this screen in Form View, only the appropriate field displays, depending on your selection in the Data Type field.
This field displays the CMS content property.
Click this button to load the selected Costpoint record with the appropriate CMS properties from the content file.
If you click this button, the application copies the content property data from the content data fields to the corresponding Costpoint column values (both hidden and visible). It copies values only for content data fields that are linked to Costpoint columns in the Manage Application/Content Links screen. For visible columns, the changes appear immediately on the Costpoint screen. Normal Costpoint validation occurs for the fields with new values.
For example, you could scan a vendor invoice into your CMS and add content properties. Later, you could go into Costpoint to create a voucher. Instead of manually entering the data into the Costpoint fields, you could click this button to populate the fields.
Click this button to load the CMS properties for this content file with values from the selected Costpoint record.
If you click this button, the application copies the Costpoint data (not the database information for previously saved records) to the content data field values. It copies values only for content data fields that are linked to the Costpoint table columns in the Manage Application/Content Links screen. CMS properties linked to content data fields are also updated when you save.