Edit a Property Page

To edit a property page:

  1. Select the property page in the configuration tree.

  2. Click Edit.

  3. To change the appearance of the various page elements:

    1. Click the Styles tab.
    2. Enable Override global style settings.
    3. Modify the page elements to meet your needs.
    Note:

    Unless specifically overridden, the appearance of all page elements is controlled by the settings on the Page Styles page of Vault Settings for Environment.

  4. To change the conditions under which the current property page or wizard page (but not command page) is visible:

    1. Click the Visibility tab.

    2. Click options or type values using the descriptions in the following table.

  5. To associate a page with a document type:

    1. Click the Applies To tab and click the Apply to document type button.

      The Select Document Type dialog box appears.

    2. Select a document type to use the new page and click OK.

      The Layout Properties dialog box appears.

    3. Assign the page as a property page or wizard page, as described in Apply Property Pages To a Document Type.

  6. When you are finished configuring the property page, click the OK button to save your changes.

    If the page has not yet been assigned to a document type or folder type, you will be prompted to assign it at this time. You can click No and assign the page later.

Note:

When you have made changes to a property page, users must reopen the vault in the client application to see the new changes. PowerWeb users must start a new session to see the changes.

Property page visibility options
Option Description

Page is in edit mode

Hides the page when the user has clicked the Edit button to edit any of the property pages for the selected object.

Page not in edit mode

Hides the page unless the user has clicked the Edit button to edit any of the property pages for the selected object.

Document state is Released

Hides the page when the selected document is in the Released state of a workflow.

Document state is not Released

Hides the page unless the selected document is not in the Released state of a workflow.

Document state is

Select a workflow state during which the page will be hidden.

Document state is not

Select a workflow state during which the page will not be hidden.

Document is not assigned to the current user

Hides the page unless the selected document is assigned to the current user for change.

This expression is True

Click the Meridian Script Editor button to build a VBScript expression that will be evaluated to determine when the page is hidden. For information on using VBScript for configuration expressions including their limitations, see the Accruent Meridian Enterprise VBScript API Reference.

Note:

Beginning with Meridian Enterprise 2017, the PowerUser client and PowerWeb calculate wizard page visibility the same way by default. That is, the visibility of each page is determined by the property values that have been set in previously shown wizard pages. This was not the case prior to Meridian Enterprise 2017. If your vault is configured to rely on the old behavior, set the CalculateVisibilityPerPage setting to 0 in the [Vault] section on the Application Integration tab of the Application Link Settings page in the Environment branch of the configuration tree in Configurator. Then the visibility of all pages in PowerWeb will be determined before the wizard begins.

Note:

To hide a property page from users accessing the vault with PowerWeb, use the expression Client.Type = "HTML".

2021 R2