K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
Update Document Metadata From Content Control

SharePoint Documents Wizard - Update Document Metadata from the Content Field

The Document Content Field wizard screen specifies the content field that contains details for the document operation.

Fig. 1. SharePoint Documents Wizard - Update Document Metadata From Content Control

Feature What it is How to use it
Content Field Specifies the Content Field that should be used. Click on the ellipse button and browse to the relevant Content Field.
Preserve metadata that is not updated Specifies whether metadata should be preserved if not selected to be updated. Select this option to preserve metadata that is not selected in this event to be updated, for example the Created By column in the SharePoint Library. By default this option is selected. Deselect the option if metadata should not be preserved.

How to use the Preserve metadata that is not updated option

The Preserve metadata that is not updated option can be used to preserve metadata that is not selected to be updated. This would typically be the columns:

It is however possible to preserve metadata from custom columns.  The custom columns that are not selected to be updated via the wizard will be preserved if this option is checked.

We recommend that the following updates are installed to make use of this functionality: 

  • The latest SharePoint Cumulative Updates.
  • The latest SharePoint Service Pack.
  • For all new processes, this functionality will be available.
  • To make use of this new functionality on existing workflows, update the design templates, open the wizard and make the necessary configuration and redeploy the process.
  • If the Run As functionality is used on this event, with the Preserve metadata that is not updated option enabled, the Run As user must have the following rights:
    • SharePoint 2010 - SharePoint Site Collection Administrator
    • MOSS2007 - Full Control on the SharePoint Site

 

 


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