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NoteIntro for tagging and schema flow
AssigneeInga

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This article is meant to offer the functional context for the technical implementations tagging and schema flow and is important as such.


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Information on tagging and schema flow functionality (secondary object types) in the context of a document's lifecycle.


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Table of Contents

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exclude(Table of Contents|Read on|Tagging|Audit Trail - an "Object's History"|Changing Schema Structures \(\"Schema Flow\"\)|Ressources|Remarks)


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Completely organize your document's lifecycle and streamline every step in yuuvis® Momentum – from the minute it’s created to it's eventual archival or the minute it’s destroyed. Proper  Proper procedures throughout the document’s lifecycle are an important part - a set of defined processes help to organize, store and deliver information crucial to its operation in the most effective manner possible. The  The steps include: creation, storage, classification via object types and metadata (single properties or property groups), delivery or sharing, repurposing, review and reporting, archiving and / or destruction.

yuuvis® Momentum supports you in various ways to deal with the challenges during a document's entire lifecycle. 

Schema flow

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using Secondary Object Types

According to your business use cases it may be important to change a document's classification options during it's lifecycle: e.g. triggered  triggered by certain conditions further properties are needed or temporary information should be available for a period of time. This implies adding or removing additional properties at runtime, which will be provided next to the defined set of properties in the schema for schema for the assigned document type.

Defined secondary object types in the schema - marked as "floating" - are used to provide the additional properties and enable a "Schema Flow". They  They can easily be added or removed using the known endpoint for updating metadata (POST /api/dms/objects/{objectId}) to a document's instance. As  As a result, an extended set of properties can be made available and later on removed again, if only needed temporarily. 

>> Changing Schema Structures ("Schema Flow")

Stateful Processing using Tags

In document lifecycle management, multi-stage and asynchronous processes are not uncommonquite the contrary. The first process steps are carried out with the highest priority. More complex and currently not absolutely essential process steps are carried out asynchronously with a lower priority. This saves time, and carrying out operations in parallel lets you distribute resources more evenly. To resume a process chain, additional information about the current status of the process is necessary. In order to not mix an object's metadata with its status data, there is the possibility to tag objects. 

>> Tagging

Audit Trail

The audit trail is the history protocol of an object, serving to document its entire lifecycle. There are many different actions that trigger the creation of a new entry in the respective object's audit trail. In the article linked below, an overview of the different history codes is provided that can occur in the audit trail.

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