This information is primarily for business analysts, who are responsible for creating and defining the business scenario that requires Smart Folders.
- Define a custom content model. To get you started, you can use the example model that is provided with the Smart Folders tutorial. See Smart Folders tutorial for more information. For more information on content models see Content modeling with Model Manager.
- Create a Smart Folder Template, which defines the queries and filing rule for your Smart Folder structure, and property propagation rules for file uploads. The Smart Folder Template is a JSON file. See Smart Folder Template syntax for more information.
- Choose Type-based, System, or Custom Smart Folders to associate a Smart Folder Template with a physical repository folder. See Type-based, System, and Custom Smart Folders for more information.
- In an advanced setup, you might need to:
This diagram shows the recommended workflow: