Web Designer Menu in v5.2

Building Lifecycle Applications for v5.0



The client-based Lifecycle Editor used in v5.1.1.x has now been deprecated and moved to the web in v5.2.

Separating Administration and Designing

There has been a re-organization of the menus in v5.2. The Administrative and Design functions have been separated as they typically encompass different roles.

The following screenshot shows the new Administration page

administration.png

The new Designer menu now has more options to provide more flexibility in designing Lifecycle Applications.

designer.png

Enabling the Designer Menu

The new Designer menu can be added to a role by enabling the following permission. Note, the following screenshot shows the permission enabled for a role called Contracts.

designerperms.png

Elements of a Lifecycle Application

A Lifecycle Application can have the following elements:

  1. Cabinets - Allows different types of business documents.
  2. Actions - Create custom System or Document actions to add functionality to the system.
  3. Batch Status - Create custom Batch Status to add a custom lifecycle module.
  4. DocScript Snippet Library - A number of application elements use DocScript as a means to implement logic. The library allows re-usable script functions to a setup.
  5. Lifecycle Definitions - Replaces the client Lifecycle Editor and allows Lifecycle Definitions to be created.
  6. Classification Rules - If the Lifecycle Definition uses auto document classification, this section allows the rules to be defined.
  7. Indexing Rules - If the Lifecycle Definition uses auto document index extraction, this section allows the rules to be defined.
  8. Processing Rules - Process rules can be setup to create a workflow to allow users to interact with documents and data.
  9. Document Alerts - Alert rules can be created so user(s) can be notified of specific situations.
  10. Retention Rules - Retention rules define the policies for how long documents can be kept and the disposition rules.