In the Digital Workspace you can define folder rules to manage your content automatically, in the same way email clients use rules to filter messages and incoming spam. Rules dictate how content entering, leaving, or currently residing in a folder is managed. When you define a rule, it only applies to new content added to the folder. Items that were in the folder before the rule was defined aren't affected by it.
Note
Even if a folder doesn't have its own rules, it could have inherited rules from a parent folder.
There are three parts to a folder rule:
- The event that triggers the rule.
- The conditions the content has to meet.
- The action performed on the content.
The events that can trigger a rule are:
- A content item arrives in the folder.
- A content item leaves the folder (it's moved or deleted).
- A content item in the folder is modified.
Here are some examples of how you can use rules to automate repetitive tasks:
- Content with certain criteria that enter a folder can be linked to a category.
- Content with certain criteria that enter a folder can have aspects added, or removed.
- Content with certain criteria that enter a folder can execute a script.