to search for a single content type, this group box displays that content type's identification code and description.Use this application to specify the types of electronic content (typically documents) that can be linked from a third-party Content Management System (CMS) to a specific Costpoint data record. After defining a content type, you can use the Manage Application/Content Links screen to link it to one or more Costpoint applications. For example, you could link a scanned PDF of a vendor invoice to the Costpoint accounts payable voucher record it was used to generate. You could also link other content, such as engineering drawings or video work instructions, to an assembly part or routing record in Costpoint.
You can specify which CMS holds the content and where the content can be found in the CMS. If content for a particular content type is stored completely in one CMS location and no user or user group access rights are defined, the CMS information that you enter here is the sole source of content files for this content type. If you store files for this content type in multiple CMS locations (that is, a different CMS, repository, content type and/or base folder) or if you assign rights to view and link the content files, the CMS values in this screen serve only as defaults for the CMS Locations subtask.
Use this group box to specify you want to create a content type.
If you use to search for a single content type, this group box displays that content type's identification code and description.
If you use to search for multiple content types, block displays in table view.
Use this field to enter a unique ID for this content type.
use this field to enter a description of the content type.
All specified content locations must include all the CMS content property fields included in the content data fields. They must also share the same data type and Queryable value.
Enter, or use 
to select, the ID of the CMS from which this content is accessed. An ID must be configured for use in Costpoint before you can enter it here. Clicking displays the CMS ID and CMS Name from the connection created by the Costpoint Configuration utility.
The untitled field to the right displays the CMS name.
You cannot modify a CMS ID if content files from the system are already linked to a Costpoint record.
Enter, or use to select, the name of the CMS repository from which this content is accessed. Clicking displays the list of available repositories from the CMS.
You cannot modify the repository name if content files from the CMS are already linked to a Costpoint record.
Enter, or use to select, the name of the CMS content type that is used as the source for this Costpoint content type.
You cannot modify the content type name if content files from the CMS are already linked to a Costpoint record.
Enter, or use to select, the CMS folder that is used as the top-level location for content of this type. Clicking displays a list of folders in the entered repository for the selected CMS.
Enter, or use to select, the CMS content type property used to identify if content is linked to a Costpoint record. Only text fields can be used. This attachment property must be marked as Queryable and Editable in the CMS.
When you link content to a Costpoint record, this CMS property value is changed to Y (Yes) to indicate that content is linked.
Clicking displays a list of properties names and their associated data types linked to CMS and the CMS content type
Select this check box to exclude files from the initial content Lookup that are already linked to a Costpoint record. You can manually change the content selection criteria by using the Lookup Query function. This check box is cleared by default for new records. This check box can be overridden.
This field is disabled if the Attachment Property field is blank.
Select this check box if a report or export file generated from Costpoint and saved to an alternate file location can be stored in the CMS for this content type. This check box is cleared by default for new records.
To learn how to save a report file or an export file to the CMS, click here.
Select this check box if a content file can be linked to more than one Costpoint record. This check box is cleared by default for new records.
If you select this check box, a user or user group's access rights determine whether a user can view or update content file links. You can set up user or user group access rights in the Assigned Users/User Groups subtask of the CMS Locations subtask. This check box is cleared by default for new records.
Click this button to load all the document property fields for the specified CMS content type. If you click this button, a new row is generated on the Content Data Fields subtask for each property field for the specified CMS/CMS Content Type ID. The fields populated from this autoload include CMS Content Property, Data Type, Length, and Queryable. This action generates the Content Data Field ID from the CMS Content Property Name. If the property is not marked as editable in the CMS, the Editable check box is cleared and disabled.
This button is enabled only if the Content Data Fields subtask is empty.
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Subtask |
Description |
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Content Data Fields |
Click this link to open the Content Data Fields subtask, where you can define your content data fields. |
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CMS Locations |
Click this link to open the CMS Locations subtask, where you can store one or more CMS locations. |
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Linked Content Files |
Click this link to open the Linked Content Files subtask, where you can view and maintain content files linked to the currently selected content type. |
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Import Linked Content Files |
Click this link to open the Import Linked Content Files subtask, where you can import linked content files from one content type to another. |