Making Metadata Fields Required at Check-In for WebCenter Content

To make the ‘website’ field required, its setting needs to be changed in the configuration manager applet as follows:

  1. Log into the content server as sysadmin or other admin user
  2. Click on administration -> admin applets -> configuration manager
  3. On the information fields tab, click on ‘name’ to sort the fields by name and locate the website field
  4. Click the field and click the edit button
  5. Click the “required” checkbox
  6. Click ok
  7. Close the configuration manager

To make accounts required for everyone and every content item, a rule needs to be set up in the Configuration Manager as follows:

  1. Log into the content server as sysadmin or another admin user
  2. Click on administration -> admin applets -> configuration manager
  3. Click the rules tab
  4. Click the add button
  5. Type a name – ie Require_Accounts
  6. Check the “is global rule with priority”
  7. Check the “Use rule activation condition” checkbox – then click the edit button right next to the checkbox
  8. On the Conditions Tab – click the “add” button, and give it a name, ie “account_on_checkin” then click ok
  9. Check the “use action” checkbox, and choose “check in new”, “check in selected”, and “content update” then click ok
  10. Click the “fields” tab
  11. Click the “add” button
  12. Use the Field Name Pulldown to choose “account” Click ok
  13. Use the “type” pulldown and choose “required”
  14. In the “Required Message” box, fill a message in, ie This Field is required”
  15. Click ok
  16. Click ok
  17. Close the Configuration Manager

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