Create And Edit Reference Types

Reference types are the templates from which document references are created.

To create and edit reference types:

  1. In Configurator, expand Reference Types in the configuration tree to display the existing reference types.

    Some reference types are included in vaults by default, and others are created automatically when optional Meridian modules are installed.

  2. Choose between three options:

    • To delete a reference type:

      1. Select the reference type.

      2. On the Edit menu, select Delete.

    • To edit a reference type:

      1. Select the reference type.

      2. Click Edit.

      3. On the General tab, click options or type values using the descriptions in the following table.

    • To create a new reference type:

      1. On the Edit menu, select New Reference Type.

        A new reference type is added to the configuration tree and its property pages appear in the right pane.

      2. On the General tab, click options or type values using the descriptions in the following table.

  3. Click OK.

  4. If you want to prevent some users from creating references of this type, click Privileges and select the groups that you want to allow to create the references.

General Reference type options

Tab

Option Description

General

Display Name

Type the name of the reference type as you want it to appear to users. This name should reflect the business relationship of the linked documents.

General

Name

A default internal name is calculated. Accept the default in most cases.

General

Destination

Select the document type from which this reference may be created. This option allows you to limit the document types that may use this reference type to only those for which it was created.

General

Source

Select the document type to which this reference may be created. This option allows you to limit the document types that may use this reference type to only those for which it was created.

General

When source document is copied, also copy reference to destination document

Also copies the references of this type for a source document that is copied.

General

Reference is created manually (in Meridian client)

Allows the reference type to be created manually by users. Otherwise, it may not be selected. Disable this option only for references created programmatically.

General

Only if the source document is in an editable state

Restricts the manual creation of references of this type to source documents that are in a workflow.

General Include to a Portal package Allows you to specify that References belonging to the Reference Type should be included when a package is sent to Portal or an Export Package is created.
General

Is an integral part of source document and participates in all operations

If enabled, references of this type are always downloaded to the local workspace by applicable project copy commands.
General

Can participate in creating project copies of source document

If enabled, references of this type are only downloaded to the local workspace by the Create Project Copy command.

This setting is also affected by the vault settings described in Configure the Assembly Options and by the Duplicator Default Action setting of each document type as described in Create And Edit Document Types.

General

Participates only in releasing project copies of source document to masters

If enabled, references of this type are uploaded from the local workspace by the Release to Master command.

This setting is also affected by the vault settings described in Configure the Assembly Options and by the Duplicator Default Action setting of each document type as described in Create And Edit Document Types.

General

Is not involved in any project operations

If enabled, references of this type are never downloaded to the local workspace by project copy commands.

Note:

This setting is also affected by the vault settings described in Configure the Assembly Options and by the Duplicator Default Action setting of each document type as described in Create And Edit Document Types.

Document Types

Destination

Select the document type from which this reference may be created. This option allows you to limit the document types that may use this reference type to only those for which it was created.

Document Types

Source

Select the document type to which this reference may be created. This option allows you to limit the document types that may use this reference type to only those for which it was created.