This section contains information on how to create a new Schema required for defining Document Types and add properties to it.
Note:
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Complete the instructions in this section only if you are using the Hyland Content Innovation Cloud (CIC) content repository.
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For more information on creating a new schema, see the Schemas chapter in the Hyland Automate Administration documentation.
To create a new schema and add properties:
- Sign in to the Hyland Automate application and open the project Workday.
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Do one of the following to create the schema:
- Click New | Create | Schema.
- In the left-hand pane, click the three dots next to the Schemas drop-down button and then select Create.
The Create Schema dialog box is displayed. -
In the Create Schema dialog box, enter values for the
following:
Field Description Schema name Enter a name for the schema. For example, offerletter.
Prefix Enter the initials for the schema name you entered. For example, ol
Note: This is added to all properties for the schema.Description Enter a description for the schema. The schema opens in a new tab. Once the schema is created, you can add its properties and sub-properties. -
Select + button next to the <schema
name> drop-down menu.
The Add Property dialog box is displayed.
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In the Add Property dialog box, enter values for the
following:
Field Description Name Enter a name for the property. For example,compensation
Type Select a type from the drop-down that describes the property accurately. The available options are:
- String
- Integer
- Floating point
- Boolean
- Complex
- Date
- Blob
For example, select Floating point if the property contains numbers with decimals (not only integers).
Note: For detailed information on the available options for Type and their descriptions, see the Adding Schema Properties chapter in the Hyland Automate documentation.Description Enter a description for the property you added. Note: To add more properties, repeat steps 4 and 5. Ensure to select the appropriate Type from the Add Property dialog box while adding properties. -
To validate the schema you added, click Validate
Schema.
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Click Save Schema.