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Meta data Inheritance

With meta data inheritance it is possible for you to propagate meta data from a defined set of business module columns to lists on entity sites.

Access WorkPoint 365 administration

Access WorkPoint 365 administration
  1. Click here to open menu
  2. Click here to access WorkPoint 365 Administration

Open inheritance settings

Open inheritance settings
  1. Click here to open the selected business module settings menu
  2. Click here to access the Inheritance administration interface

Enable meta data Inheritance

Enable meta data Inheritance
  1. Click here to activate Inheritance

Select inheritance fields

Select inheritance fields
  1. Select on or more lists that you want to inherit meta data from
  2. Add the fields you would like to propagate to the selected list items

Apply inheritance to existing items

Apply inheritance to existing items

When Inheritance settings are saved, they will only apply to new items on the lists.

  1. If you want to apply the inheritance settings to existing items, please click on "Run Inheritance"
  2. Details about the progress of the running job are shown here

 

Inheritance example

Inheritance example
  1. In this example the fields responsible and title are inherited from the current company to the document library
  2. If we look at the properties of a document created under an item under the current business module, you will notice that title and responsible have been inherited.
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