| 3 - Develop with Docdil Platform |
Learn how to start working with Docdil CLI. |
Automation, Layout |
Intermediate |
| Ajax Forms and Actions |
Learn the tips and tricks when working with Ajax forms or actions. |
JSF, Ajax |
Advanced |
| Ajax4jsf Best Practices |
Learn the best practices of Ajax4JSF to ensure correct rendering, HTML and testing. |
JSF, Ajax |
Advanced |
| Branding |
Learn how to customize your application. |
Theme, JSF UI |
Beginner |
| Double Click Shield |
Learn how to use the "Double Click Shield" feature. |
JSF, Ajax, jQuery |
Advanced |
| HOWTO: Activate UI Development Mode - JSF UI |
Learn how to activate the UI development mode to get details about elements in the UI. |
JSF UI |
Beginner |
| HOWTO: Add Complex Fields on Your Document Type |
Learn how to add complex fields on a document type. |
Document type, Schema |
Beginner |
| HOWTO: Add Field Validation - JSF UI |
Learn how to create a validator on a field with Docdil Studio and Docdil IDE. |
Layout, JSF, Validation |
Advanced |
| HOWTO: Add New Fields to the User Profile or Group Profile |
This page provides a turnkey solution to add new fields to the user profile or group. |
LDAP, Multidirectory |
Intermediate |
| HOWTO: Add New Relation Types |
Learn how to customize the relations predicates and add new types of relations. |
Vocabulary |
Beginner |
| HOWTO: Add a "Save Work in Progress" Option on a Task |
Learn how to implement a "save work in progress" option without completing a workflow task. |
Workflow, Tasks |
Intermediate |
| HOWTO: Add a Button - JSF UI |
Learn how to add new buttons at different locations in the JSF UI using user actions and automation (in a document contextual tools or on a document Edit form for instance). |
Automation, Extension, Tab, User action, JSF UI |
Beginner |
| HOWTO: Add a JSF Form Validation |
Learn how to add a JSF form validation to a JSF component to validate a field. |
Layout, JSF UI, Validation |
Advanced |
| HOWTO: Add a New Action Category on a Document Tab - JSF UI |
This page explains how to create new actions categories to add links or buttons on the custom tab of documents, using Docdil Studio. |
Document type, Tab, User action, Widget |
Beginner |
| HOWTO: Add a New Virtual Navigation Entry |
Learn how to configure a virtual navigation view with Docdil Studio. |
Content View, Virtual Navigation, Vocabulary |
Intermediate |
| HOWTO: Add a New Vocabulary |
Learn how to create a vocabulary using Docdil Studio. |
Vocabulary |
Beginner |
| HOWTO: Add a New Widget to the Default Summary Layout - JSF UI |
Learn how to insert a new widget to the default Summary layout so that's displayed on all document Summary pages. |
Layout, JSF UI |
Advanced |
| HOWTO: Assign a Task to the User Manager |
This page provides the instructions to assign a task according to the task performer properties. |
LDAP, Workflow |
Intermediate |
| HOWTO: Automatically Convert a Document to PDF |
Learn how to convert automatically a document into PDF using Docdil Studio. |
Document type, Automation, Conversion |
Intermediate |
| HOWTO: Bubble Errors from the Core Layer - JSF UI |
Learn how to bubble errors from the core layer in the UI. |
JSF UI |
Advanced |
| HOWTO: Change Context Path |
The Docdil Platform offers the capability to change the context path, i.e. /docdil in the URL of your application. |
Server configuration, URL |
Intermediate |
| HOWTO: Collaborate on a Studio Project |
Learn how to use the advanced branch management feature of Docdil Studio to collaborate on a Studio project. |
Branch Management, Studio Tags |
Beginner |
| HOWTO: Complete a Workflow Task Programmatically |
Learn how to complete a workflow task programmatically. |
Workflow, Task |
Advanced |
| HOWTO: Configure Searches |
Learn how to create a new search screen with Studio Designer. |
Web UI, Studio Designer |
Intermediate |
| HOWTO: Configure Web UI Global Settings |
Learn how to configure global Web UI settings. |
Web UI |
Advanced |
| HOWTO: Configure a New Default Search Form in the Search Tab |
Learn how to add a new search search |
Content View, Elasticsearch, Query |
Beginner |
| HOWTO: Configure a New Directory Cache |
Learn how to define a new directory cache and use it in your directoy. |
Directory, Vocabulary |
Intermediate |
| HOWTO: Configure a Search Filter With Facets and Other Aggregates |
Learn how to use the Elasticsearch aggregate widgets. |
Content View, Elasticsearch, Query, Widget |
Intermediate |
| HOWTO: Contribute Picture Conversions |
Learn how to contribute new picture conversions. |
Conversion, DAM |
Advanced |
| HOWTO: Contribute a Command Line Converter |
Learn how to contribute a new command line converter. |
Conversion |
Advanced |
| HOWTO: Contribute a New Video Conversion |
Learn how to contribute a new video conversion to convert a video to WebM format. |
Conversion, DAM |
Advanced |
| HOWTO: Contribute to an Extension |
Learn how to create an XML extension in Docdil Studio, with the Docdil CLI and how to override a Docdil contribution. |
Extension point |
Intermediate |
| HOWTO: Contribute to the REST API |
Learn how to contribute to the REST API. |
REST API |
Advanced |
| HOWTO: Control the Display Mode of a Widget - JSF UI |
Learn how to be able to control the display mode of a widget. Docdil Studio enables you to implement your requirements using an expression when you configure your widget. |
Layout, Widget |
Advanced |
| HOWTO: Create Custom Buttons |
Learn how to execute UI functions after business logic execution |
Web UI |
Advanced |
| HOWTO: Create Custom Dashboard Entries |
Learn the basics of a Docdil module and is IDE agnostic. |
Bundle |
Advanced |
| HOWTO: Create Themes |
Learn how to customize themes in Docdil Studio. |
Themes |
Beginner |
| HOWTO: Create a N-Level Select Widget - JSF UI |
Learn how to create a selection widget with 3 levels by contributing a "template widget" in Studio. |
Layout, Widget |
Advanced |
| HOWTO: Create a Service |
Learn how to create a service and define your own extension points |
Extension point |
Intermediate |
| HOWTO: Create an Actions Menu |
Learn how to create an actions menu. |
Web UI |
Advanced |
| HOWTO: Create an Automation Chain |
This how-to explains the different steps to create and configure an automation chain using Docdil Studio. |
Automation, Event handler, User action |
Beginner |
| HOWTO: Create an Empty Bundle |
Learn the basics of a Docdil module raw creation. |
Bundle |
Advanced |
| HOWTO: Create and Reuse a Custom Element |
Learn how to create and reuse a custom element in Studio Designer. |
Web UI |
Advanced |
| HOWTO: Create and Use Document Facets |
Learn How to Create and Reuse Document Facets in Docdil Studio |
Facets |
Intermediate |
| HOWTO: Customize Dashboard |
Learn how to customize the Web UI dashboard |
Web UI |
Advanced |
| HOWTO: Customize Default Rendition in Web UI |
Learn how to customize the default rendition used in Web UI. |
Web UI |
Advanced |
| HOWTO: Customize Document Layouts |
Learn how to use document layouts with Web UI and Studio Designer |
Web UI, Studio Designer |
Intermediate |
| HOWTO: Customize Document Validation |
Leans how to customize the document validation error messages and how to add new references validation on document types. |
Document Type, Validation |
Advanced |
| HOWTO: Customize Email Templates |
Learn how to create new alert email or override existing alert emails with Docdil Studio. |
Alerts |
Beginner |
| HOWTO: Customize Slots |
Learn how to use Docdil Slots with Web UI. |
Web UI |
Advanced |
| HOWTO: Customize Startup Redirection - JSF UI |
Learn how to customize startup redirection so users are displayed the default Docdil dashboard. |
JSF UI |
Advanced |
| HOWTO: Customize Theme |
Learn how to customize themes in Docdil Web UI. |
Web UI |
Advanced |
| HOWTO: Customize Workflow Tasks |
Learn how to configure your workflow tasks |
Web UI |
Advanced |
| HOWTO: Customize the Bulk Edit Form - JSF UI |
Learn how to customize the bulk edit form using Docdil Studio. |
Bulk edit, JSF UI |
Intermediate |
| HOWTO: Customize the Bulk Import Form - JSF UI |
Learn how to customize the bulk import form using Docdil Studio. |
Bulk import, JSF UI |
Intermediate |
| HOWTO: Customize the Creation Form |
Learn how to configure the creation form to display long document type titles |
Web UI, Studio Designer |
Intermediate |
| HOWTO: Customize the Dashboard - JSF UI |
Learn how to customize the dashboard by adding new entries or completely override the default dashboard. |
JSF UI |
Advanced |
| HOWTO: Customize the Default Content and Trash Listings - JSF UI |
Learn how to customize the default content and trash listings using Docdil Studio. |
Content View |
Intermediate |
| HOWTO: Customize the Default Document View |
Learn how to update the default Docdil document view. |
Web UI |
Advanced |
| HOWTO: Customize the Error Pages - JSF UI |
Learn how to customize the error pages. |
Theme, JSF UI |
Advanced |
| HOWTO: Customize the HTML5 Drag and Drop Import with Metadata Form - JSF UI |
Learn how to customize the drag and drop HTML5 import with metadata form. |
Drag and Drop, Layout |
Beginner |
| HOWTO: Customize the Info-View Pop-Up - JSF UI |
Learn how to customize the info-view pop-up using an XML extension or Docdil Studio. |
Info-view, JSF UI |
Advanced |
| HOWTO: Customize the Login Page - JSF UI |
Learn how to customize the login page using an XML extension. |
Theme, JSF UI |
Beginner |
| HOWTO: Customize the Versioning and Comment Widget on Document Edit Form - JSF UI |
Learn how to customize the versioning and comment widget using XML extensions. These examples can be contributed in Docdil Studio (Advanced Settings > XML Extensions) or with Docdil CLI. |
Layout, Versioning, JSF UI, Widget |
Intermediate |
| HOWTO: Debug Slow Page Rendering - JSF UI |
Learn how to debug slow page rendering. |
JSF UI |
Advanced |
| HOWTO: Declare the CSS and JavaScript Resources Used in Your Templates - JSF UI |
Learn how to declare and add the CSS and JavaScript resources in your templates. |
Theme |
Advanced |
| HOWTO: Define a Document Type |
Learn how to create a new document type using Docdil Studio. |
Document type |
Beginner |
| HOWTO: Define a New Content View - JSF UI |
Learn how to configure a new content view with Docdil Studio. |
Content View |
Beginner |
| HOWTO: Deploy Web UI Within a Docdil Server |
Learn how to deploy Web UI within a Docdil server. |
Web UI |
Advanced |
| HOWTO: Disable Trash Actions, Tab and Search |
Learn how to disable trash and set up hard delete |
Web UI |
Intermediate |
| HOWTO: Disable by Coverage and by Subjects Virtual Navigations |
Learn how to disable the existing By Coverage and By Subjects virtual navigations with Docdil Studio. |
Content View, Virtual Navigation |
Advanced |
| HOWTO: Display Non-Folderish Documents (Files, Note, ...) in the Left Tree - JSF UI |
Learn how to display non-folderish documents in the left tree with Docdil Studio. |
Content View |
Advanced |
| HOWTO: Display User Information |
Learn how to display user information on Web UI |
Web UI |
Intermediate |
| HOWTO: Display a Button/a Tab Only When a Workflow Is Started |
Learn how to display a tab or a button when a workflow is started. |
Workflow |
Intermediate |
| HOWTO: Display a Children Documents Listing |
Learn how to create a listing displaying custom properties of the documents contained in a given space. |
Page Providers |
Intermediate |
| HOWTO: Enable Addons Features on Custom Document Type |
Learn how to apply features provided by addons on your document type. |
Document type |
Intermediate |
| HOWTO: Enable Drag and Drop and New Button on a Custom Content View - JSF UI |
Make a custom content view look like the default Content tab. |
Content view, Tab, JSF UI, UI |
Beginner |
| HOWTO: Enable Package Specific Features in Studio for DAM or Virtual Navigation? |
Learn how to Enable Package Specific Features in Studio for DAM or Virtual Navigation. |
Application Definition |
Beginner |
| HOWTO: Export Data Using Document Template and Automation |
Learn how to generate a CSV file listing all the documents of your Docdil Platform repository. |
Automation, Document template |
Beginner |
| HOWTO: Expose Elasticsearch Hint as Extension Point |
Learn how to expose Elasticsearch hints as extention points. |
Elasticsearch |
Advanced |
| HOWTO: Fetch Documents with a Query on Date Parameters |
Learn how to make it possible to process documents depending on a date parameter. |
Automation, Content view |
Intermediate |
| HOWTO: Fetch a Document by Its ID or Path |
Learn how to use the operation Document.Fetch to get a document by its ID or its path. |
Automation |
Intermediate |
| HOWTO: Filter Data in Suggestions |
Learn how to Filter the data in a docdil-directory-suggestion element. |
Web UI |
Intermediate |
| HOWTO: Follow a Transition If User Is Member of a Group |
Learn how to follow a transition if the user is member of a particular group. |
Workflow, Transition |
Advanced |
| HOWTO: Force Locale - JSF UI |
Learn how to force the locale by removing other locales support |
Localization |
Advanced |
| HOWTO: Grant the Edit Permission without the Remove Permission |
Learn how to override the default Edit permission so it does not include Remove by default, and set a new ReadWriteAndRemove permission. |
Permissions |
Intermediate |
| HOWTO: Hide a Tab, a Link or a Button for a Group or a User - JSF UI |
Learn how to hide an action for a group or a user. |
Filter, User action, JSF UI |
Advanced |
| HOWTO: Impact Another JSF Component from a Command or Select |
Learn how to impact another JSF component from a Command or Select. |
Layout, JSF UI |
Advanced |
| HOWTO: Implement Features Using Branches |
Learn how to use the advanced branch management features of Docdil Studio to get a production and a feature branch. |
Branch Management, Studio Tags |
Intermediate |
| HOWTO: Implement Local Groups or Roles Using Computed Groups |
Learn how to let managers of a workspace determine who is part of locally defined groups (local to the workspace). |
Permissions, Authentication |
Advanced |
| HOWTO: Inherit Metadata from a Parent Document |
In this how-to, we will implement an event handler that will listen to the creation of documents. When the created document matches some predefined criteria, the listener will execute a content automation chain. The chain will copy the "source" metadata value from the workspace to the created document. |
Automation, Event handler |
Beginner |
| HOWTO: Insert a New Tab |
Learn how to insert a new tab on your custom document type |
Web UI |
Intermediate |
| HOWTO: Insert a User Action |
Learn how to insert a new user action using the Studio Designer |
Web UI, Studio Designer |
Intermediate |
| HOWTO: Make JSF UI the Default UI |
Learn how to make JSF UI the default UI instead of Web UI. |
Web UI, JSF UI |
Beginner |
| HOWTO: Make a Page Provider or Content View Query Elasticsearch Index |
Learn how to make a content view query Elasticsearch instead of the Core API. |
Content view, Elasticsearch, Query |
Beginner |
| HOWTO: Make a Selection Based on the Value of Another Value in a Layout - JSF UI |
Use the extensibility features of the Select2 widget to make a selector which can suggest values based on a different widget's value |
Layout |
Intermediate |
| HOWTO: Make a Simple Task Assignment to One or Many Users |
Learn how to create a task and assign it to one or many users. |
Workflow, Automation, Task |
Intermediate |
| HOWTO: Make the New Button Appear on a Custom Folderish Document - JSF UI |
This page explains how to add the New button on the default Content tab and on a custom tab. |
Document type, Tab, User action |
Beginner |
| HOWTO: Manage Relations on a Document |
Learn how to display relations on a document. |
Automation |
Intermediate |
| HOWTO: Manage Translations |
Learn how to manage translations in Docdil Web UI. |
Web UI |
Beginner |
| HOWTO: Modify a Workflow Variable outside of Workflow Context |
Learn how to modify a workflow outside of the workflow context. |
Workflow, Event, Listener |
Advanced |
| HOWTO: Override Existing Contributions |
Learn how to override Web UI Default contributions with Docdil Studio |
Docdil Studio |
Intermediate |
| HOWTO: Override Existing Document Types |
Learn how to override an existing document type in Docdil Studio. |
Document type, Override |
Beginner |
| HOWTO: Override a Default Style - JSF UI |
Learn how to override a default style. Here's an how-to taking as example the override of the "feedback message" styling. |
Theme, Style |
Advanced |
| HOWTO: Override a Seam Component - JSF UI |
Learn how to override a seam component. |
JSF UI, Seam JSF Webapp |
Advanced |
| HOWTO: Override a Template - JSF UI |
Learn how to override a Docdil template. |
JSF UI |
Advanced |
| HOWTO: Override the Login Page - JSF UI |
Learn how to override the login page. |
Theme, JSF UI |
Advanced |
| HOWTO: Populate a Directory With a CSV File |
Learn how to populate a directory with a CSV file. |
Directory, Vocabulary |
Beginner |
| HOWTO: Prepopulate Metadata at Creation |
Learn how to prepopulate metadata in the document creation layout |
Docdil Studio |
Beginner |
| HOWTO: Programmatically test a workflow |
Learn how to programmatically test a workflow. |
Workflow, Tasks, Test |
Advanced |
| HOWTO: Query Workflow Objects |
Learn how to query workflow objects using NXQL. |
Workflow, NXQL, Query |
Advanced |
| HOWTO: Quickly Generate a PDF Using Document Template |
Learn how to get a PDF printable version of the data stored on your document as properties using Docdil Studio. |
Automation, Conversion, Document template |
Beginner |
| HOWTO: Refresh the Task Widget on the Summary Tab |
Learn how to refresh the task widget on the Summary tab. |
Workflow, Widget |
Advanced |
| HOWTO: Register a JSF Tag Library |
Learn how to use the JSF tag library registration. |
JSF |
Advanced |
| HOWTO: Review Docdil Studio Configuration |
Learn how to use the branch management features of Docdil Studio to set up a configuration process review. |
Branch Management |
Intermediate |
| HOWTO: Set Up a Tasks Dashboard |
Learn how to manage a tasks dashboard. |
Workflow, Dashboard |
Advanced |
| HOWTO: Set a Default Date on a Field at Document Creation - JSF UI |
Learn how to set a default date on a field at document creation using Docdil Studio's event handlers and automation chains. |
Layout, Event |
Advanced |
| HOWTO: Set a Default Value on a Date Field of a Task Form |
Learn how to set a value by default on a date field. |
Workflow |
Advanced |
| HOWTO: Tag or Release Your Docdil Studio Project |
Learn how to use the tags and releases features of Docdil Studio. |
Branch Management, Studio Tags |
Intermediate |
| HOWTO: Translate a Vocabulary |
Learn how to translate an existing vocabulary. |
Vocabulary |
Beginner |
| HOWTO: Translate the Docdil Platform |
Learn how to translate the Docdil Platform |
Labels, Localization, Translation |
Advanced |
| HOWTO: Trigger an Automation From a Dialog |
Learn how to trigger an automation chain or an automation scripting from a Web UI Dialog. |
Automation |
Intermediate |
| HOWTO: Unit Test a Studio Bundle |
Learn how to unit test a Studio Bundle |
Docdil Studio, Unit test |
Advanced |
| HOWTO: Upload Labels Translations in Docdil Studio (i18n) |
Learn how to upload your own translation of labels in Docdil Studio Modeler. |
Labels, Localization, Translation |
Advanced |
| HOWTO: Upload a File in Docdil Using REST API |
Learn how to import a file using the Batch processing endpoint of the REST API. |
Import, REST API |
Advanced |
| HOWTO: Use PDF conversion operations with Docdil Studio |
Learn how to use all operations that offers PDF tools operations from Docdil Studio: Watermarks, page numbers, document merging... |
Document type, Automation, Conversion |
Intermediate |
| HOWTO: Use Plug-Ins in TinyMCE Editor - JSF UI |
Learn how to customize TinyMCE by adding new plug-ins. We will use the textcolor plug-in as an example. |
Plug-ins, TinyMCE, JSF UI |
Intermediate |
| HOWTO: Use Web UI Internal Events |
Learn how to use Web UI internal events. |
Web UI |
Advanced |
| HOWTO: Use a Generic Widget in Layouts - JSF UI |
Learn how to use a generic widget in Studio. |
Layout, Widget |
Advanced |
| HOWTO: Use the Runtime Java API |
Learn how to use the Runtime Java API. |
Runtime |
Advanced |
| HOWTO: Use the Trash Feature |
Learn how to use the trash feature in Docdil Platform. |
REST API |
Advanced |
| HOWTO: Validate a Document Type Layout |
Learn how to validate a document type layout. |
Web UI |
Advanced |
| HOWTO: Work with Maintenance Branches |
Learn how to use the advanced branch management feature of Docdil Studio to get a production and a maintenance branch. |
Branch Management, Studio Tags |
Intermediate |
| HOWTO: Write Reusable Automation Chains |
Learn how to factorize similar automation chains. |
Automation |
Intermediate |
| HOWTO: Write a Bundle Manifest |
Learn how to write a Bundle Manifest. |
Runtime |
Advanced |
| How to Add Custom LDAP Fields to the UI |
Learn how to add a custom LDAP fields to the User interface using XML extensions. |
Authentication, LDAP |
Advanced |
| How to Configure a Multidirectory for Users and Groups |
This page provides a turnkey solution to configure a multidirectory. |
LDAP, Multidirectory |
Intermediate |
| How to Contribute a New "User Registration Request" Document Type |
Learn how to contribute new request types to the addon. |
User registration |
Intermediate |
| How to Define Public Pages (Viewable by Anonymous Users) |
Learn how to make some pages visible by anonymous users. |
Access rights, Authentication |
Advanced |
| How to Enable CSV Import on a Custom Document Type |
If you installed the Docdil CSV addon from the Docdil Marketplace, you'll probably want to enable CSV import on the document types you defined. Here is how to do that. |
Document type, Docdil CSV |
Beginner |
| How to Enable Quotas on Document Types |
Learn how to enable Docdil Quota features on document types other than domains and workspaces. |
Document type, Docdil Quota, Statistics |
Beginner |
| How to Estimate Volume Usage |
Get some guidelines to estimate the required size for disk and database. |
Database |
Intermediate |
| JSF and JavaScript |
Learn how to get a tag client using DOM. |
JSF, JavaScript |
Advanced |
| JSF troubleshoot |
Discover the troubleshooting issues that can be encountered with JSF. |
JSF |
Advanced |
| Query Endpoint (Deprecated) |
This how-to provides an example of how to use the REST API to query the Docdil repository. |
Query, REST API |
Advanced |
| Search Resource Endpoints |
This how-to provides some examples of how to use the REST API to query the Docdil repository, as well as to save these queries and later reproduce them. |
Query, REST API |
Advanced |
| Using CMISQL from Java |
Learn how to make CMISQL queries from Java code inside a Docdil bundle. |
CMIS, Query |
Advanced |
| Web UI Customization Tutorial |
Learn how to customize Web UI and deploy your customization. |
Web UI |
Advanced |
| Web UI Translations |
Learn how translations are managed technically in Docdil Web UI. |
Web UI |
Advanced |
| Workflow and Task Resource Endpoints |
This how-to provides an example of how to use the workflow REST API. |
Worklow, REST API |
Advanced |