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A genealogy can be created for documents, tasks and projects.
To create a document genealogy
1.On the genealogy window select the object as document.
Figure: Creating a genealogy
2.On the tool bar click Create.
New Genealogy window is displayed. The type of genealogy is displayed as Document.
Figure: New Genealogy window
3.Enter the code and description for the genealogy. Both the fields are mandatory.
4.Click Save to save the genealogy. A message Genealogy created successfully is displayed.
NOTE: If the button Save & New is clicked, the created genealogy is saved and the window for creating a new genealogy is displayed.
Genealogy Configuration window is displayed.
Figure: Genealogy Configuration window
On the window details of the created genealogy is displayed. Different configuration options are grouped below the following tabs.
NOTE: After creating a genealogy, if security rights and properties are configured later, to open the Genelogy Configuration window, select the created genealogy and on the genealogy window tool bar click Properties .
Security: A set of security right to control different operations that a user or user group can perform on an object is defined here. Security rights can be defined for User and User Group.
Custom Properties: Custom Properties defined in the Custom Characteristics Master can be managed here.
Default Properties: Different properties necessary to configure a genealogy as per the requirement of the organization can be defined here.
UI Customization: Properties that are to be displayed on document and task addition window, and document and task details window can be selected here.
By default the tab Security is selected.
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