Creating a related object through transformation

If this option is available in your WDK application, the application uses Documentum’s Advanced Document Transformation Services and Media Transformation Services to provide the functionality needed to transform a file in order to create a new related object. For most file types, you can create new objects using these products.

Transformations to create new related objects occur on one item at a time and requests are processed asynchronously, meaning that new objects may not be available immediately. You receive a notification in your Inbox when a transformation is completed or if a transformation fails.

Caution

Not all features mentioned below are available for all file formats and some file formats cannot be transformed. See Renditions overview and Transformations overview for more information on Renditions and Transformations.

This procedure describes how to use a transformation profile to create a new related object.

To create a new related object through transformation:

  1. Navigate to the file(s) that you want to transform to create a new related object.

    Note

    You can transform a parent file or a rendition.

  2. Do one of the following:

    • In the Streamline view, on the line item for the file, click More>Tools>Transform (More Options).

    • In the Classic view, select the checkbox for the file(s), then select Tools>Transform>More Formats.

    • Select the checkbox for the file(s) and click Transform in the toolbar.

  3. The Transform wizard appears. Do the following:

    1. In the Choose Transformation Type section, select Create a New Object and click Next.

      The Select Transformation screen appears displaying the selected file and the available transformations for the selected files.

    2. In the Select Transformation screen, select a transformation profile and click Next.

    3. If the Transformation Details screen appears, enter any information necessary for setting the parameters of the transformation and click Next.

  4. The New Object Definition screen enables you to enter or apply attributes for the new objects. This includes name, title, object type, permission set, lifecycle, and location. The only required attribute is a name for the objects. This screen also enables you to choose whether to perform this transformation every time these new objects are versioned. Do the following:

    1. Enter a name for the new object. The file name is entered by default.

    2. If you wish, enter a title for the object.

    3. If you wish, select an alternate object type for the object.

    4. Click Edit to enter an alternate permission set to the object.

    5. Click Edit if you want to apply a lifecycle to the objects.

    6. Select the location for the new object. You have two options:

      • Same as parent file

        This is selected by default. The new object is placed in the same cabinet or folder location as the original object.

      • New location

        This requires you to select a new location in an edit window.

    7. Click the checkbox if you want to perform this transformation each time the new objects are versioned.

  5. If you have selected multiple files for this transformation, click Next. Alternatively, if you wish to apply the selected parameters to all of the files selected for the transformation, or if you have selected only one file to transform, click Finish.

    The transformation request is sent to the server. When the transformation is complete, a notification is sent to your Inbox.