Help Screen

WebSite Director

PROPERTIES - DOCUMENT

This screen displays information about the request displayed in the Request field. The information on this screen may be revised by authorized users when accessed from the Edit Request screen. The fields you can modify are controlled by the Property Update Permissions set by your User Administrator on the User Permissions screen.

INFORMATION ON THIS SCREEN:
Request

The Request Type (ADD, MODIFY, COPY, MOVE, RENAME, DELETE, EMAIL OR UNKNOWN) displays preceding one of the following:

  • the path and filename of the content,
  • if the Request Type is EMAIL,
    • the Subject of the e-mail, or
    • a blank if there is no Subject.
  • if the Request Type is MOVE, COPY or RENAME, the new path and filename for the content also displays

Note: If the Request Type is EMAIL or UNKNOWN, it must be changed to one of the other Request Types (ADD, MODIFY, DELETE, COPY, MOVE, or RENAME) before the request can be published or approved to a workflow stage that requires a valid Request Type. 

Request Type

One of the following request types: ADD, MODIFY, COPY, MOVE, RENAME, or DELETE.

Note: If the Request Type displayed in Request (above) is EMAIL or UNKNOWN, you must select these Request Types before the request can be published or approved to a workflow stage that requires a valid Request Type. 

Filename The path and filename where the content associated with the request is/will be published. This field is referenced by the following Template variables:
  • <$filename> - The Directory Path and Document Filename. 
  • <$fname> - Document Filename without the Directory Path.
  • <$dir> - Directory Path in URL format using "/" as a separator.
  • <$dirpath> - Directory Path in operating system format, using "/" as a separator for Unix servers and "\" as a seperator for Windows servers. 
  • <$dirname> - Directory Name where content is stored without the full path.
  • <$dirdesc> - Directory Description, available only when set in Directory Properties.
  • <$dirsection> - Directory Section Name available only when set in Directory Properties.
See Template Language for more information.
Title The title of the content associated with the request. The text displayed/typed here can be used in WSD templates by referencing the <$title> variable -- for example, to identify the page when it is bookmarked and in Directory Indexes.
Description The description of the content associated with the request. If permitted, you may type the description of the new content in this Data Entry box; up to 255 characters. This information may be referenced by the <$description> template variable (Header, Footer, Page Layout, Edit Layout and Directory Indexing templates).
Keywords A set of search keywords used in a search index that point to the document. This field is not used by WSD. This field may be referenced by the <$keywords> template variable to create meta-tags.  See Template Language for more information.
Locked By If the request is locked, this field displays the name of the user who locked it. If you have "Unlock All Requests" System Permission, you may unlock the request or change the name of the user to whom the lock is currently assigned. See User Permissions

Care should be taken before unlocking a 'locked' request to make sure it is not currently being worked on by the locking user. To unlock a locked request, or change the name of the "Locked By" user, select "No Lock" or the name of a user from the drop-down box.

Author The Last Name, First Name and User ID of the Author. The default for this field is set on the System Policy screen. If you are an authorized user, you may change this field.

When template variables are used, this field may be used to record a "by line" when the originating author has to review the completed composition. For e-mail requests from a non-WSD authorized user, this name can be assigned to any authorized WSD user. Different components of this field are referenced by the following Template variables:

  • <$author> or <$authorlogin> - Author's WSD Username for login 
  • <$authorname> - Author's First and Last Name 
  • <$authorfirstname> - Author's First (given) Name 
  • <$authorlastname> - Author's Last Name (surname)
  • <$authoremail> - Author's Display E-mail Address  
  • <$authorurl> - Author's URL. Must have been entered on Edit User Info screen. 
See Template Language for more information.
Maintainer The Last Name, First Name and User Name of the WSD-authorized user allowed to disapprove documents in workflow stages to which the user does not normally have access. When template variables are used, this field is an alternative method of recording a "by line" naming the maintainer instead of the author of the prose, when your site uses "Author" to refer to individuals creating presentation content. Maintainer-related information can be referenced using the following template variables:
  • <$maintainer> or <$maintainerlogin> - Maintainer's WSD Username for login.
  • <$maintainername> - Maintainer's First and Last Name.
  • <$maintainerfirstname> - Maintainer's First (given) Name 
  • <$maintainerlastname> - Maintainer's Last Name (surname)
  • <$maintaineremail> - Maintainer's Display E-mail Address. 
  • <$maintainerurl> - Maintainer's URL. Must have been entered on Edit User Info screen.
See Template Language for more information.
Submitted by The WSD-authorized user who submitted the request into the workflow process. The Last Name, First Name and User Name if the submitter is a WSD-authorized user. Not all of this information may be available for requests submitted via e-mail. Submitters may be allowed to disapprove documents in workflow stages to which they do not normally have access. When template variables are used, this field can be used to retrieve the following submitter-related information:
  • <$submitterlogin> - Submitter's WSD Username for login.
  • <$submitterfirstname> - Submitter's First (given) Name 
  • <$submitterlastname> - Submitter's Last Name (surname)
  • <$submitteremail> - Submitter's Display E-mail Address. 

Note: If you have "Modify Submitter" System Permission, you may change the name of the submitter. See User Permissions For e-mail requests this information is derived as follows:

  • from authorized WSD users, this name is derived from the submitter's e-mail address.
  • from non-WSD authorized users, the e-mail address in this field must be assigned before the document is approved to a workflow stage requiring "Submitter" as a "Required Request Field." Modify Submitter permission is not required in this case.
Next Rev. # The next revision number of a document that will be assigned when that document is published. This number begins with 1.0, and is automatically incremented by 0.1 or the default "Version Increment" assigned on the System Config screen. The value in this field will be permanently assigned/recorded when the document is published to the web site. While a request is being processed, the revision number can be changed manually, but only to a *larger* number. This number may not be less than 1.0, and must be larger than the most recently published version. This field is referenced by the <$revision> template variable. See Template Language for more information.
Index Position The document's position in the directory index list. This field is present only when the "Maintain Directory Index Files" System Policy is turned on. Choices in the drop-down box are: None, First, Last, and Other. For Other, a position number must be entered in the data entry box to the right of the drop-down box.
Publish Date The date/time to publish the document after final approval. The Default Publish Date is set on the System Policies screen. The valid values are:
  • Immediately - The document will be published as soon as it is approved to the Publishing stage. 
  • Tonight - The document will be published the next time the overnight publishing module is executed after final approval. This is the default value unless the default has been changed on the System Policies screen. Note: When "Tonight" is selected, the date fields to the right of this option are ignored. 
  • Hold -
  • Future Date - You may select a date, or a date and time, in the future for publishing the document. The "Time" option depends on the Publish Date Selection on the System Policies screen. Note: When "Future Date" is selected, the document will be published the first time the publishing module is executed following the date, or date and time, displayed to the right of this option. Use the drop-down date lists to select the correct publication date and (optional) time.
This field is referenced by the <$publishdate> template variable.  See Template Language for more information.
Expiration Date

This property is used to determine if/when WSD's "Cleanup Database" module should automatically generate and submit a request to Delete or Modify this content.

The first selection for this property is as set of radio buttons labelled as follows:

  • Never -- Do not generate an automated request.
  • Delete -- Generate a Delete Request on the specified date
  • Modify -- Gemerate a Modify Request on the Specified date

The second element of this property specifies the date on which the automated request will be generated when the Delete or Modify radio button is selected.

See the Automated Submission tutorial for more information.

Header

This data entry box displays if the content's mime type (based on the file extension) has the "Templates Supported" option enabled. See Edit Mime Type for more information.

You may select the Header template for the new content from this drop-down box of available header templates .

Warning: If a Page Layout Template will be used to create this content, make sure the values associated with the Header that you select do not adversely affect the format of the Page Layout Template. Use the View Request function to determine if the header you choose is compatible with the Page Layout Template you are using.
Footer

This data entry box displays if the content's mime type (based on the file extension) has the "Templates Supported" option enabled. See Edit Mime Type for more information.

You may select the Footer template for the new content from this drop-down box of available footer templates .

Warning: If a Page Layout Template will be used to create this content, make sure the values associated with the Footer that you select do not adversely affect the format of the Page Layout Template. Use the View Request function to determine if the footer you choose is compatible with the Page Layout Template you are using.
Page Layout Template

If you are using a page layout template to create this content, the name of that template is displayed on a drop-down list of available templates. If permitted, you may change the Page Layout Template selection. When you change this value, data previously entered may be lost if the newly selected template does not support the information available in the previously selected template.

The template selected here defines the format of the document you are adding. If an Edit Layout template is assigned to a Page Layout template, the online editor will automatically apply the Edit Layout template.

File Size The file size of the document in bytes; calculated by the system each time it is displayed.
Options

Document contains template commands  - When checked, Indicates the content contains template commands. Select this option if you insert one or more template variables in the body of any document that does not use a page layout template. See Template Language .

Skip Orphan Document Check - When checked, this content will be ignored by the automated "Orphan Check" process in the "Cleanup Database" module when "Auto Submit Delete for Orphaned Doc" has been set to "Yes" on the System Policy screen.

Exclude From Search - When selected, WSD will skip over this document during a search. To Exclude a directory and all documents within the directory searches, see Directory Properties.

Document contains template fields - When checked, indicates that one or more template fields have been manually placed into this document. Note: This option is only required for documents containing template fields that have not been created using a Template.   

FUNCTIONS:
VERSION HISTORY Select this function to display the Version History screen for the document.
APPROVAL HISTORY Select this function to display the Approval History screen for the request.
APPROVALS NEEDED Select this function to display the Approvals Needed screen. If you have "Modify Approvals Needed" system permission (see User Permissions) and have accessed this screen from the Edit Request or Submit New Request screen, you may change the Approval Class and Approvals Needed selections for this Request.
LINKS Select this function to display a list of all documents containing links that point TO this content and a list of all links contained in this document that point at other content.
UPDATE PROPERTIES Select this function to save the changes made on this screen, and return to the request processing screen.
RETURN Select this function to return to the request processing screen without updating any of the changes made on this screen.

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