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Forcing a user to enter metadata pre-upload

Posted: Tue May 24, 2016 5:25 pm
by rdovell
Hello,

I would like to force a user to enter metadata and maybe validate that data before a file is successfully uploaded. Is there any way to achieve this?

Re: Forcing a user to enter metadata pre-upload

Posted: Sat May 28, 2016 8:59 am
by jllort
For all documents the same metadata ? which is your logic ?

Re: Forcing a user to enter metadata pre-upload

Posted: Thu Jun 02, 2016 11:52 am
by rdovell
Not necessarily, I want something like a wizard property group, except the upload fails if the user does not input the data.

Re: Forcing a user to enter metadata pre-upload

Posted: Sat Jun 04, 2016 9:23 am
by jllort
This kind of logic is present at kcenter, but not in standard OpenKM UI. Basically from kcenter first we require for the metadata fields and after it we require uploading documents. The document uploaded in the second steps always inherit the metadata fields, filled by the user. From standard OpenKM UI can generate daily ( weekly ) reports looking for missing metadata fields and users who should fill them.

Kcenter is the full configurable OpenKM UI.

Re: Forcing a user to enter metadata pre-upload

Posted: Mon Jun 27, 2016 6:30 am
by stiebs
So I have the opposite problem... Every time I upload a new document, it prompts me to enter meta-data. I need to accept it, and then delete the property group from the document. How can I turn this off?

Re: Forcing a user to enter metadata pre-upload

Posted: Mon Jun 27, 2016 6:37 am
by stiebs
So it seems that I inadvertently selected a property group in the "Wizard" section of the default user "Profile" (This is the only profile I'm using). It doesn't seem possible to deselect a property group once selected though.

I've tried had to create a new dummy property group, then update the profile to use the dummy group. Then delete that property group and edit the profile again, making sure no property groups were selected in the wizard. But the wizard still prompts me to set properties.

Re: Forcing a user to enter metadata pre-upload

Posted: Wed Jun 29, 2016 2:58 pm
by jllort
You should use Automation for it. Using automation can decide where is shown the wizard and when not. Is you user profile is switching to all or nothing. Start reading here http://wiki.openkm.com/index.php/Automation

If you want to understanging how it works I suggest download the portable dev environment ( it comes with some automation samples ) https://sourceforge.net/projects/openkmportabledev/