Configuring the CMF Document

To configure a CMF document, follow the procedures described in the following sections.

Creating an ItemType «Parts Warehouse»

1. Login to Aras innovator and select Administration -> ItemTypes from the TOC.

2. Create a new ItemType with the name Parts Warehouse. Give "TOC Access" for this item type, set appropriate "Permissions", set "Can Add" identity.

3. Also add new property "name" for this item type (type: string, length: 32, required: true).

Creating a CMF Content Type

1. Go to Administration-> Content Modeling -> Content Types. The following menu appears:

Figure 30.

2. Click Create New Content Type. The following window appears:

Figure 31.

3. Enter the name Parts Warehouse Content Type in the Name field.

4. Select Parts Warehouse as the Linked Item Type.

Figure 32.

5. Save the Content Type.

Creating CMF Element Types and Properties

1. Add a new CMF Element by right clicking the Elements folder and selecting Add Element Type from the context menu.

Figure 33.

The Element Type tab appears.

Figure 34.

2. Enter Zone in the Name field for the newly created Element.

3. Add a Property Type for this element by clicking the right mouse button on the Zone Element and selecting Add Property Type from the context menu.

Figure 35.

4. The Property Type page appears.

Figure 36.

5. Select String from the dropdown list in the Data Type field.

6. Enter Zone Number in the Name field.

7. Enter 32 in the Data Length field.

Figure 37.

8. Right click on the Zone element and select Add Child Element Type from the context menu.

Figure 38.

9. Enter Place in the Name field for the Element Type and click Save.

10. Right click on the Place element and select Add Property Type from the context menu to create a new property type.

11. Select String in the Data Type field.

12. Enter Place Number in the Name field.

13. Enter 32 in the Data Length field.

14. Click Save.

15. Right click on the Place element to add a Child Element Type.

Figure 39.

16. Select Add Child Element Type from the context menu. The Element Type page appears.

Figure 40.

17. Enter Part Link in the Name field and click Save.

18. Right click on Part Link and select Add Property Type from the context menu.

19. Choose String from the dropdown list in the Data Type field.

20. Enter 32 in the Data Length field and click Save.

Adding Element Binding on a Document Item Type

1. Right click Part Link and select Add Element Binding from the context menu.

Figure 41.

The Binding element appears, as shown in Figure 42.

Figure 42.

2. Select Part as a Referenced Type property.

3. Select Show Differences from the Tracking Mode dropdown list.

4. Select Current from the Resolution Mode dropdown list.

5. Select the Reference is required checkbox and click Save.

6. Select Pick Only from the New Element Mode dropdown list.

7. Click the New Property Binding icon on the Property Bindings tab to add a Property Bindings relationship for the Element Binding.

Figure 43.

8. Click the New Property Binding icon and click the in the Referenced Property column. The Select Items Properties dialog appears.

Figure 44.

9. Click the Run Search icon and select item_number from the property list.

10. Click the Document Element Property column and click the to access the Search dialog.

11. Enter Part Number in the Name column and click the Search icon.

12. Select Part Number and click the icon to select it.

Figure 45.

Adding a View for a Content Type

Use the following procedure to add a new "View" for the Parts Warehouse Content Type:

1. Right click the View folder and select Add View from the context menu. The Select ItemType dialog appears:

Figure 46.

2. Click OK. The Tabular View page appears.

Figure 47.

3. Enter Part Warehouse View in the Name field and click Save.

4. Expand the Part Warehouse View tree and right-click Columns.

5. Select Add Column from the context menu. The tabular View Column window appears.

Figure 48.

6. Enter Zone Number in the Header Title field.

7. Select Zone Number from the dropdown list in the Mapped Properties field.

8. Enter 300 in the Initial Width field and click Save.

9. Right click 1: Zone Number and select Add Column from the context menu to add another tabular view.

10. Enter Place Number in the Header Title and Mapped Properties fields.

11. Enter 300 in the Initial Width field and click Save.

12. Right click on the Place Number column and select Add column from the context menu.

13. Enter Part Number in the Header Title and Mapped Property fields.

14. Enter 300 in the Initial Width field and click Save.

Figure 49.

15. Save, Unclaim and close Parts Warehouse Content Type.

Adding an "OnFormPopulate" Event and Name Property

1. Select Administration-> Forms. The following menu appears:

Figure 50.

2. Click Search Forms. The Form Search grid appears.

Figure 51.

3. Open the Parts Warehouse form and click  to claim the form for editing.

4. Select the Form Event tab and click the Add Methods icon . The Search dialog box appears.

5. Search for and select the cmf_ShowContentType method. It appears in the Name column.

6. Click the cell in the Event column and select the onFormPopulated event.

7. Add the Name property to the form (if it does not already exist).

Figure 52.

8. Save, Unclaim and Close the Form.

Checking the Metadata Configuration

1. Go to Administration>ItemTypes in the TOC and select Search ItemTypes. The ItemTypes search grid appears.

2. Select Parts Warehouse and click Edit.

3. Click the Views tab, select Create Related from the dropdown list. Click the Create Item icon to add a view named “Warehouse 1” and save.

4. Then go to “View” using the sidebar button. You should see the result of metadata configuration.

Figure 53.

Configuration is completed.