Change the Field-Path Definition

Changing an existing Field-Path definition allows you to remap or unmap properties from the existing folders of a vault.

After importing a large number of documents into a vault from an organized folder structure, use this command to map properties to the imported folder levels. This will set the corresponding properties for the imported documents and cause new documents to conform to the same Field-Path definition.

Important!

Changing an existing Field-Path definition of a vault with many existing documents can take a long time in a large vault. For these reasons, this task should only be performed during non-production hours when no users are connected to the vault.

To change the Field-Path definition:

  1. In Configurator, on the Vault menu, point to Field-Path and then select Change Definition.

    The Change Field-Path Definition dialog box appears, showing the existing folder structure of the vault and the mapped properties.

  2. Select a folder level in Current folder structure.

    Its corresponding property is highlighted in Properties, its icon appears in the Icon list, and if it is a branch level, the Branch level option is selected.

  3. Use the buttons on the toolbar to edit the folder structure.

    The buttons are described in the following table.

  4. To set a default folder type to be created at specific levels in the folder structure:

    • Select the folder level that you want to configure.

    • Select the folder type in Default folder type.

  5. Click OK.
Change Field-Path Definition dialog buttons
Icon Description

A blue arrow curling counter-clockwise.

Refreshes the Current folder structure view.

A white button with a yellow folder on it. The yellow folder has a gleam of light on its upper-right corner.

Creates a new subfolder of the selected folder. This folder will be mapped to the corresponding level or branch of the current Field-Path definition.

A gray button with a black x in its center.

Deletes the selected folder.

A gray button with a yellow folder on it. The folder has a blue label that has been applied to it.

Changes the folder type of the selected folder.

A stack of blue rectangles, with one rectangle being removed from the stack.

Adds a new property, as described in Create And Edit Custom Properties.

A folder linked to a rectangle. The word Map appears to the right of the icon.

Select an unmapped folder, then select a property from Properties, and then click this button to map the selected folder to the selected property.

A folder whose connection to an object has been removed. The word Unmap appears to the right of the icon.

Select a mapped folder and click this button to remove the current property mapping of the folder. A confirmation dialog box appears. Click Yes to proceed.

2023