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

Table of Contents

Managing your documents in yuuvis® Momentum means efficient document management from creation to deletion.

Keep your documents' entire lifecycles organized and streamline every step in yuuvis® Momentum—from the minute it is created to its eventual archiving or the minute it is destroyed. Proper procedures throughout the documents' lifecycles are an important part—a set of defined processes helps to organize, store and deliver information crucial to their operation in the most effective manner possible. 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 Using Secondary Object Types

Depending on your business use cases it may be important to change a document's classification options during its lifecycle: e.g., 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 the assigned document type.

Secondary object types defined in the schema—marked as "floating"—are used to provide the additional properties and enable a "Schema Flow". 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 a result, an extended set of properties can be made available and removed again later on if only needed temporarily.

>> Changing Schema Structures ("Schema Flow")

Stateful Processing Using Tags

In document lifecycle management, multi-stage and asynchronous processes are not uncommon—quite 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.

>> Audit Trail - an "Object's History"

Read on

Tagging

Tags are used to describe the status of an object within a process chain independently of the object's metadata, which means no need of definition in the schema and no triggering of new versions.Keep reading

Changing Schema Structures ("Schema Flow")

This tutorial shows how to change your basic schema for individual instances of an object type during the entire lifecycle of a document. Classify objects at a later point in time, add or remove property groups at runtime by defining and referencing "floating" secondary object types. Keep reading

Audit Trail - an "Object's History"

The audit trail is the history protocol of an object, serving to document its total lifecycle. There are many different actions that trigger the creation of a new entry in the respective object's audit trail. Keep reading

Browser not supported