What is the key metadata for NuGenesis LMS Smart Builder? - WKB90586

ENVIRONMENT

NuGenesis 9 LMS
NuGenesis 8 LMS
NuGenesis 8 ELN

ANSWER

Metadata name	Value	Comment
Form Control	N/A	The presence of this metadata on a section enables Smart Builder Runtime mode for the section.
Form Control Test	N/A	The presence of this metadata on a section enables Smart Builder Design mode for the section.
Edit External	Y	If set to Y, then the section opens externally. If not present or set to anything other than Y, then the section opens internally or externally per the user's preferences.
Form Chemicals	*	Triggers LMS to update the Chemicals/Reagents Inventory with results from the form.
Form Instruments	*	Triggers LMS to update the Instruments Inventory with results from the form.
Form Results	*	Triggers LMS to update database tables with results from the form.
Form Sample Repository	*	Triggers LMS to update Sample Management with results from the form.
Form Summary Info	*	Transfer test logs to Sample Management when the document event occurs
Template Parameters	Y or N	Transfer the template details (name, version, category, and so on) into placeholders in the section upon document creation.**
Form Resize	Y or N	Resizes the section based on the number of selected items in Sample Management.
SM Status Update	Y or N	Document-level metadata. Updates the test status when the document is released.
Release	Y or N	Automatically releases the section when it is created via the LMS toolkit.
Template Substitution	Y or N	Replaces a set of strings in the section with values upon document creation.
Template Range Substitution	Y or N	Similar to Template Substitution, but applies to ranges of cells.

ADDITIONAL INFORMATION

*This metadata is defined to a system list in LMS. This list has entries for each step in the document approval workflow. The action of this metadata is triggered when the document reaches the specified state in the workflow. For example, if Form Chemicals is set to Document Release, then the system updates the chemicals inventory with the contents of the form when the document is released.

**When the Template Parameters metadata is set in a section, the system searches for the following strings in the section and replaces them with the template details as follows:

String name	Replacement value
TEMPLATENAME	Template ID.
TEMPLATETITLE	Template title.
TEMPLATEVERSION	Version of the LMS document template used to create the document.
TEMPLATEAPPROVER	Full name of the user who approved the template.
TEMPLATEAPPROVALDATE	Date/Time of approval for the template (local time zone).
TEMPLATEAPPROVALDATEUTC	Date/Time of approval for the template (UTC).

id90586, ELN, NGLMS, NGLMSLIC, NGLMSOPT, SUPNG