[Mayan EDMS: 2185] How do smartlinks work?

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[Mayan EDMS: 2185] How do smartlinks work?

Hans Fritz
The documentation is very brief and I don't understand how to configure smart links.

I have documents that are separate in Mayan, but they are all related, and I'd like them to show under smart links. I have added a smartlink_uuid meta property with the same UUID for every document that I want linked together but no luck.

Is there an example or a more expansive documentation on how to use smart links?

Thanks,

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[Mayan EDMS: 2188] Re: How do smartlinks work?

Phiroz
hi Hans,

i'm using 2.7.3

here's my setup.

i have a metadata rootDocument and documentnum

all documents have a documentnum meta.
supporting documents will have both documentnum and rootDocument meta.
rootDocument is the main document's documentnum meta.

under smart links conditions i have this.
and foreign metadata__value is equal to (case insensitive) {{ document.metadata_value_of.rootDocument}}
or foreign metadata__value is equal to (case insensitive) {{ document.metadata_value_of.documentnum}}

note the meta values are stored as strings. 

the first line for when i'm looking at a supporting document and i want to see the main document.
second line is  for when i'm looking at the main document and i want to see the supporting documents.

i think you may be missing the 'document' part of the {{ document.metadata_value_of.rootDocument}}
the documentation shows {{ metadata_value_of.rootDocument}} 

hope this helps

Phiroz

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[Mayan EDMS: 2243] Re: How do smartlinks work?

Lin Pro
Hi,
The documentation about smart links gives an example
foreign label is equal to {{ document.metadata_value_of.prescription }}

Could you possibly expand or comment what value of metadata prescription one should use to link the two doctypes?
Example gives two document types: patientrecords and prescriptionsheet.
What value of the meta of prescription will link to prescriptionsheet?

Thanks
Lin

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[Mayan EDMS: 2386] Re: How do smartlinks work?

Michael Price
Mayan does two basic things with documents:

Grouping, linking.

Grouping is done with cabinets, tags or indexes. Tags are single level, cabinets are multi level and indexes are multi level and automatic.
Linking is done by smart links.

Grouping places documents in the same unit based on a classification criteria you program via index templates.
Linking is used to create a relationship between documents. This relationship can be between documents of the same group (cabinet, tag, index) or from different groups.

With grouping you do classification of documents (indexes for invoices, purchase orders, requisitions).
With smart linking you can link a requisition order with its corresponding purchase order while keeping the two in separate indexes.



On Thursday, January 4, 2018 at 12:31:49 AM UTC-4, Lin Pro wrote:
Hi,
The documentation about smart links gives an example
foreign label is equal to {{ document.metadata_value_of.prescription }}

Could you possibly expand or comment what value of metadata prescription one should use to link the two doctypes?
Example gives two document types: patientrecords and prescriptionsheet.
What value of the meta of prescription will link to prescriptionsheet?

Thanks
Lin

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