AnsweredAssumed Answered

Dynamically generate smart folders

Question asked by jonvargas on May 2, 2016
Latest reply on May 2, 2016 by art99trash
Hello.

We have been able to use Smart Folders to filter by type, status, content type and so on, that's okay. However we may face the following scenario:

The company has a type of folder named "Case Folder". This is a subtype of cm:folder and we added the "Case ID" property. The also have an aspect named "AssociatedToCase" which has a property named "relatedCase".

As you may see, the idea is just to related content files across the repository to cases, using their Case ID.

So, we want to create a Smart Folder named "Content by Case ID", so that it will display a list of folders for each available "Case ID", and inside each case folder there, display all content which has its "relatedCase" property set to the case id .

This way, we can group all content related to a particular Case ID into a single folder.

The smart folder structure would look like:


\Cases by ID
  \Case 1 (smart folder)
    \Physical file with relateCase set to "Case 1"
    \Physical file with relateCase set to "Case 1"
    \Physical file with relateCase set to "Case 1"
  \Case 2 (smart folder)
    \Physical file with relateCase set to "Case 2"
    \Physical file with relateCase set to "Case 2"
    \Physical file with relateCase set to "Case 2"
  \Case 3 (smart folder)
    \Physical file with relateCase set to "Case 3"
    \Physical file with relateCase set to "Case 3"
    \Physical file with relateCase set to "Case 3"
   \Case N (smart folder)
    \Physical file with relateCase set to "Case N"
    \Physical file with relateCase set to "Case N"
    \Physical file with relateCase set to "Case N"
  \ …


Is it possible, which would be the recommended approach?

Outcomes