The Content Management Document Browser is used to select a document in a SharePoint site or a content management system that uses the Content Management Interoperability Services (CMIS) AtomPub endpoint to be linked with or embedded in an information item.

 

 

Site Address

You can select the SharePoint or CMIS site you want to browse from the drop down menu. The menu lists all the SharePoint and CMIS sites that have been defined in QPR_Clients.ini (for instructions on how to define SharePoint and CMIS site URLs, see the QPR - Administrator's Guide document).

 

 

Folders and Documents

In this view, you can navigate the folders of the content management site in the left frame, whereas the right frame will display a list of the documents in the current folder. Clicking the column headers will toggle the sorting of the documents in the folder. You can apply filters for the document list from the drop down menu accessible from the column header. The column headers and predefined filtering options are updated dynamically, i.e. the header names and predefined filtering options will change to match the content of the folder. In addition, a custom filter can be applied to the document list.

 

You can view a document by clicking the Open button. Doing so will open the document in read only mode. If there are no associated applications for the type of the document, it cannot be opened.

 

When browsing a SharePoint site, you can also Edit and Check Out a document. Clicking the Edit button will open the document for editing. Clicking the Check Out button will reserve the document and open it for editing. Note that after editing, you must check in the document manually if the document is not a Microsoft Office document. In the case that the document is a Microsoft Office document, the Office application will do the check in automatically.

 

To define a document to be linked with or embedded in an information item, choose the document in the folders and documents view, and click the Select button.

 

 

Applying a Custom Filter

To apply a custom filter to the Content Management Document Browser, select (Custom...) from the drop down list accessible from the column header. A dialog for defining filter options opens. In the dialog you can define the filter option(s) and the term(s) to be used with the filter option(s). You can combine two filter options by selecting the boolean operator AND or OR for the filter. Note that some filter options may not be applicable for the column to which you are applying the filter, for example the option 'Is greater than' will not work on the Name column.

 

Filter Options