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Documentum 6.5 Content Management Foundations by Pawan Kumar

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Effective preset

Knowledge of preset terminology including context, scope, qualifiers, precedence, and rules helps us understand how presets are defined and how they might be applied in simple cases. However, we still need to understand how the effective preset is resolved in the general case, which can be complicated. This understanding is also important for designing presets to meet a coherent set of requirements.

When a user is trying to perform an action in a given context c in a functional area f, Webtop needs to know the effective preset rule, if one exists. It can be determined using the following logic:

  1. Identify the presets whose scope includes the context c.
  2. Order the presets from the previous step using scope precedence. If there are two ...

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