NOTICE: Branded Content
NOTICE: Certain versions of content (“Material”) accessible here may contain branding from Hewlett-Packard Company (now HP Inc.) and Hewlett Packard Enterprise Company. As of September 1, 2017, the Material is now offered by Micro Focus, a separately owned and operated company. Any reference to the HP and Hewlett Packard Enterprise/HPE marks is historical in nature, and the HP and Hewlett Packard Enterprise/HPE marks are the property of their respective owners.
Content Manager (RM) User Discussions
cancel

Dragging and dropping files from directory into HPRM to create new records and populate fields.

Highlighted
chopsuix Contributor.
Contributor.

Dragging and dropping files from directory into HPRM to create new records and populate fields.

Hi, I'm currently working with HPRM 8.2 and want a better way to create records.

Is it possible to create a word document (or something) that would have information such as title, Record number and specific notes and when I drag it into HPRM, it would create the new record and automatically fill out the title Record number and notes field? Could this also be done in bulk?

thanks 

2 REPLIES
Acclaimed Contributor... David Churchland Acclaimed Contributor...
Acclaimed Contributor...

Re: Dragging and dropping files from directory into HPRM to create new records and populate fields.

am not aware of a way to do the record number but the titke and notes can come from the properties.

word.PNG


Blog | Samples | HPE CM 9.3 SDK Docs
**Any opinions expressed in this forum are my own personal opinion and should not be interpreted as an official statement on behalf of MicroFocus**
JasonIMEX Outstanding Contributor.
Outstanding Contributor.

Re: Dragging and dropping files from directory into HPRM to create new records and populate fields.

Hi Chopsuix

There are a number of fields that can be filled in automatically..  Have a look under the system options on the record tab.. Setting " Extract metadata contained within content of the document. These include fields such as Title, Creator and Date created.

The record number can be system generated if that helps? That setting comes under management in the record type definitions and numbering section. 

 

HP Records management suite specialists
www.imexwa.com.au