1. Mob 17 - Simple Rules in
Alfresco Share
Event: Mouseover Event: Mouse click

2. New Rule

3. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
DocLib Toolbar
DocLib Path
Lists Controls
Folder A Edit Metadata
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs Copy to...
Description: (none) Move to...
Tags: (none) More
Folder B Rules...
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs Permissions...
Description: (none) Delete
Tags: (none)
Doc Lib Side Bar
My Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)
Another Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)

4. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
Location: Documents > Folder > Folder
Folder A : Rules New Rule
No rules exist for this folder. Click New Rule to create one. Select a rule
Done
rules are inherited from
parent folder. See later slides
for example of left column
treatment
Legend:
Active
Inactive

5. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
Select
>
2 Condition
Add
>
3 Actions
Add
>
Other Options
 Active
 Run rule in background
 Rule applied to sub-folders
Create Create and Create Another Cancel

6. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
Select
>
When items are created or enter this folder
2 Condition are updated in this folder
When items
When items are deleted or leave this folder
Add
3 Actions
Add
>
Other Options
 Active
 Run rule in background
 Rule applied to sub-folders
Create Create and Create Another Cancel

7. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Add
>
3 Actions
Add
>
Other Options
 Active
 Run rule in background
 Rule applied to sub-folders
Create Create and Create Another Cancel

8. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Add
>
All Items
Items that contain a specific value
3 Actions a specified type or its sub-types
Items of in its name
Items that have a specific aspect applied
Add Use this condition to... praesent nec nulla
Items that contain a specific value in its name
mauris. Quisque in pretium nibh. Donec
Items with a specific date value in property fermentum nulla at sapien malesuada
Items with a specific integer value in property vehicula
Other Options specific text value in property
Items with
Items with the specified category value Asks for: text value
 Active with the specified mime type
Items
Composite Condition
 Run rule in background
 Rule applied to sub-folders OK
Create Create and Create Another Cancel

9. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Items with a specified value in its name -
Use *.txt to match any text file
Use zz* to match a name that begins zz
Add
>
3 Actions
Add
>
Other Options
 Active
 Run rule in background
 Rule applied to sub-folders
Create Create and Create Another Cancel

10. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Items with a specified value in its name -
*.ppt
Use *.txt to match any text file
Use zz* to match a name that begins zz
Add
>
3 Actions
Add
>
Other Options
 Active
 Run rule in background
 Rule applied to sub-folders
Create Create and Create Another Cancel

11. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Items with a specified value in its name -
*.ppt
Use *.txt to match any text file
Use zz* to match a name that begins zz
Add
>
3 Actions
Add
>
Add aspect to item
Add simple workflow to item Add aspect to item
Other Options
Blog-post
Check in content Use this action to... praesent nec nulla
 Active
Check out content mauris. Quisque in pretium nibh. Donec
fermentum nulla at sapien malesuada
 Run rule item to...
Copy in background vehicula
 Rule applied to to...
Move item sub-folders
Execute a script Asks for: aspect
Extract common metadata
Import Alfresco content package Create Create and Create Another Cancel
Done

12. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Items with a specified value in its name -
*.ppt
Use *.txt to match any text file
Use zz* to match a name that begins zz
Add
>
3 Actions
Add Aspect -
Classifiable
>
Description text of the Classifiable aspect will go here
Add
>
Other Options
 Active
 Run rule in background
 Rule applied to sub-folders
Create Create and Create Another Cancel

13. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
Location: Documents > Folder > Folder
Folder A : Rules New Rule
My First Rule Rule Name Edit Delete
Description: Description of my first rule
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
 Active
 Run rule in background
 Rule applied to sub-folders
Event
When items are created or enter this folder
Conditions
Items have the value ‘*.ppt’ in the filename
Actions
Add classifiable feature
Done
Legend:
Active
Inactive
Rule Icon

14. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
DocLib Toolbar
DocLib Path
Lists Controls
Folder A
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Description: (none)
Tags: (none)
Icon now shows rules are
applied to folder. Folder B
User could also click the Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
rules icon to navigate to Description: (none)
rules page
Tags: (none)
UX: Consider rich rules
info on mouse over
Doc Lib Side Bar
My Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)
Another Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)

15. Edit Rule

16. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
DocLib Toolbar
DocLib Path
Lists Controls
Folder A Edit Metadata
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs Copy to...
Description: (none) Move to...
Tags: (none) More
Folder B Rules...
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs Permissions...
Description: (none) Delete
Tags: (none)
Doc Lib Side Bar
My Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)
Another Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)

17. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
Location: Documents > Folder > Folder
Folder A: Rules New Rule
My First Rule Rule Name Edit Delete
Description: Description of my first rule
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
 Active
 Run rule in background
 Rule applied to sub-folders
Event
When items are created or enter this folder
Conditions
Items have the value ‘*.ppt’ in the filename
Actions
Add classifiable feature
Done
Legend:
Active
Inactive
Rule Icon

18. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Items with a specified value in its name -
*.ppt
Use *.txt to match any text file
Use zz* to match a name that begins zz
Add
>
3 Actions
Add Aspect -
Classifiable
>
Description text of the Classifiable aspect will go here
Add
>
Other Options
 Active
 Run rule in background
 Rule applied to sub-folders
Create Create and Create Another Cancel

19. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Items with a specified value in its name -
*.ppt
Use *.txt to match any text file
Use zz* to match a name that begins zz
Add
>
All Items
Items with specific text value
3 Actions a specified type or its sub-types
Items of in property
Items that have a specific aspect applied
Add Aspect -
>
Items that contain a specific value in its name Use this condition to... praesent nec nulla
mauris. Quisque in pretium nibh. Donec
Items with a specific date value in property fermentum nulla at sapien malesuada
Classifiable
>
Items with a specific integer value in property vehicula
Items with specific text value in property
Description text of the Classifiable aspect will go here
Items with the specified category value Asks for: property name, property value
Add with the specified mime type
>
Items
Composite Condition
Other Options
OK
 Active
 Run rule in background
 Rule applied to sub-folders
Create Create and Create Another Cancel

20. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Items with a specified value in its name -
*.ppt
Use *.txt to match any text file. Use zz* to match a name that begins zz
Items with a specific text value in property -
Property name: Property value:
Is Equal to
>
Add
>
3 Actions
Add Aspect
>
Classifiable
>
Description text of the Classifiable aspect will go here
Add
>
Other Options
 Active
 Run rule in background
 Rule applied to sub-folders

21. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Items with a specified value in its name -
*.ppt
Use *.txt to match any text file. Use zz* to match a name that begins zz
Items with a specific text value in property -
Property name: Property value:
Name Is Equal to Value
>
Add
>
3 Actions
Add Aspect
>
Classifiable
>
Description text of the Classifiable aspect will go here
Add
>
Other Options
 Active
 Run rule in background
 Rule applied to sub-folders

22. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
New Rule
* required fields
General
Name:
*
My First Rule
Description:
Description of my first rule
1
Define Rule
1 Event
When items are created or enter this folder
>
2 Conditions
Items with a specified value in its name -
Items with a specific text value in property -
Property name: Property value:
Name Is Equal to Value
>
Add
>
3 Actions
Add Aspect -
Classifiable
>
Description text of the Classifiable aspect will go here
Add
>
Other Options
 Active
 Run rule in background
 Rule applied to sub-folders
Save Cancel

23. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
Location: Documents > Folder > Folder
My Folder: Rules New Rule
My First Rule Rule Name Edit Delete
Description: Description of my first rule
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
 Active
 Run rule in background
 Rule applied to sub-folders
Event
When items are created or enter this folder
Conditions
Items have the value ‘*.ppt’ in the filename
Items whose text property ‘[name]’ contains ‘[value]’
Actions
Add classifiable feature
Done
Legend:
Active
Inactive
Rule Icon
UX: Consider Done button
addition to/alternate to
location

24. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
DocLib Toolbar
DocLib Path
Lists Controls
Folder A
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Description: (none)
Tags: (none)
Folder B
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Description: (none)
Tags: (none)
Doc Lib Side Bar
My Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)
Another Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)

25. Multiple/Inherited Rules

26. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
DocLib Toolbar
DocLib Path
Lists Controls
Current folder has rules applied. More > Hide
Folder A
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Description: (none)
Tags: (none)
Edit Metadata
Folder B Copy to...
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Move to...
Description: (none) More
Tags: (none)
Doc Lib Side Bar Rules...
My Document Permissions...
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs Delete
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)
Another Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)

27. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
Location: Documents > Folder > Folder
Folder B: Rules New Rule
Inherited from Parent Folders
Rule Name Edit Delete
Inherited rules are run first in the order shown, unless they are inactive Description: (none)
1 Rule Name Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Inherited from: Folder
 Active
2 Rule Name  Run rule in background
Inherited from: Folder
 Rule applied to sub-folders
Event
When items are created or enter this folder
Folder B
Conditions
Rules are run in order shown unless they are inactive Items have the value ‘*.ppt’ in the filename
3 Rule Name
>
Actions
>
>
4 Rule Name Add classifiable feature
>
5 Rule Name
drag and drop re-ordering
Legend:
Active
Inactive

28. Rules Message for Current
Folder

29. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
DocLib Toolbar
DocLib Path
Lists Controls
Folder A
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Description: (none)
Tags: (none)
My Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)
Doc Lib Side Bar

30. Share App Bar Search
3.1 Launch Site
Site Page Site Page Site Page Document Library Site Page Site Page
Find out if users want to
know when rules are applied
DocLib Toolbar
to the folder they are
currently viewing
DocLib Path
Lists Controls
Current folder has rules applied. More > Hide
Folder B
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs Hide - user preference to
show this info bar?
Description: (none)
Tags: (none)
Folder C
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Description: (none)
Tags: (none)
Doc Lib Side Bar
My Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)
Another Document
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Thumbnail Version: 1.2 Size: 30KB
Description: (none)
Tags: (none)