Skip to main content

Document Types

Document Type (CM_Document_Type__mdt) is the highest level of classification for a document and dictates the lifecycle, states, metadata, and workflows that are available to the document once it is created. Document subtypes are also managed using this custom metadata type. To view the Document Type schema, visit Document Type.

Note

Document classification is not managed in CM_Document_Type__mdt. Classification is dependent on Subtype. When creating a document, the value you select for CM_Document_Subtype__c determines the available CM_Classification__c values that you can choose from for that document.

Configure Document Types

To configure Document Types, follow the steps in these sections:

Step 1 - Create Document Type records

To create a CM_Document_Type__mdt record:

  1. Navigate to the Document Type records list.

    1. In the Quick Find box in Setup, search for and select Custom Metadata Types.

    2. In the Document Type row, click Manage Records.

  2. Click New.

  3. Complete the Information section.

  4. Click Save.

Step 2 - Create picklist values

To create picklist values for the CM_Document_Type__c field on CM_Document_Version__c:

  1. Navigate to CM_Document_Type__c.

    1. In the Object Manager tab in Setup, search for and select Document Version.

    2. Click the Fields & Relationships tab.

    3. Click Document Type.

  2. In the Values section, click New.

  3. Enter picklist values.

    CM_Document_Version__c.CM_Document_Type__c picklist values must match 1:1 to the DeveloperName values for all CM_Document_Type__mdt records. For example, if your instance has the Document Type records in Table 130, “Example Document Type Records”, enter Brochure__c and Magazine__c. The saved picklist value API Names in Table 131, “Example Picklist Values” are an exact match for the Document Type DeveloperNames in Table 130, “Example Document Type Records”.

    Table 130. Example Document Type Records

    DeveloperName

    Label

    Category

    Default Expiration in Days

    Brochure__c

    Brochure

    Type

    365

    Magazine__c

    Magazine

    Type

    90



    Table 131. Example Picklist Values

    API Name

    Label

    Brochure__c

    Brochure

    Magazine__c

    Magazine



  4. Click Save.