{"id":20461,"date":"2022-03-25T13:45:56","date_gmt":"2022-03-25T12:45:56","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/administrators-guide\/ranking-rules\/dynamic-tree\/"},"modified":"2024-05-20T10:05:46","modified_gmt":"2024-05-20T08:05:46","slug":"dynamic-tree","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/administrators-guide\/ranking-rules\/dynamic-tree\/","title":{"rendered":"Dynamic Tree"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<p><span style=\"line-height: 1.4285715;\">From the<\/span> &#8220;<strong style=\"line-height: 1.4285715;\">Administration<\/strong><span style=\"line-height: 1.4285715;\">&#8221; interface, &#8220;<\/span><strong style=\"line-height: 1.4285715;\">Ranking rules<\/strong><span style=\"line-height: 1.4285715;\">&#8220;.<\/span><\/p>\n<p>Select the ranking rule you want to edit.<\/p>\n<style type=\"text\/css\"><![CDATA[\/*<![CDATA[*\/ div.rbtoc1648215957081 {padding: 0px;} div.rbtoc1648215957081 ul {list-style: none;margin-left: 0px;} div.rbtoc1648215957081 li {margin-left: 0px;padding-left: 0px;} \/*]]]]><![CDATA[>*\/]]><\/style>\n<div class=\"toc-macro rbtoc1648215957081\">\n<ul class=\"toc-indentation\">\n<li><a href=\"#Arborescencedynamique-Autorisations\">Permissions  <\/a><\/li>\n<li>\n \t<\/li>\n<li><a href=\"#Arborescencedynamique-Arborescencedynamiquedeclassementetrenommageautomatique\">Dynamic collation tree and automatic renaming<\/a><\/li>\n<\/ul>\n<\/div>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356080-translated.png\" width=\"480\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356080-translated.png\"><\/p>\n<h1 id=\"Arborescencedynamique-Autorisations\">Permissions<\/h1>\n<p>There are three types of permissions:<\/p>\n<ul style=\"list-style-type: square;\">\n<li><strong>Use Permission<\/strong>: Allows users, selected groups to classify documents with the rule<\/li>\n<li><strong><strong>Authorization of the<\/strong>ecture<\/strong> : allows users, selected groups to perform searches for classified documents with the rule<\/li>\n<li><strong><strong>Modification permission<\/strong><\/strong>: Allows selected users, groups to modify the ranking rule<\/li>\n<\/ul>\n<div>Select the groups or users who are allowed to use this ranking rule.<\/div>\n<h1 id=\"Arborescencedynamique-\"><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356074-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356074-translated.png\"><\/h1>\n<h1 id=\"Arborescencedynamique-Arborescencedynamiquedeclassementetrenommageautomatique\">Dynamic collation tree and automatic renaming<\/h1>\n<p style=\"margin-left: 0.0cm;\"><span style=\"color: #333333;\">To view the different options in the dynamic collation tree and automatic renaming<\/span><\/p>\n<p>Check &#8220;<strong>Enable automatic ranking rule<\/strong>&#8220;.<\/p>\n<p>If you want to &#8220;<span style=\"color: #575757;\">Reapply the classification rule when metadata changes<\/span>&#8221;<\/p>\n<p><span style=\"color: #575757;\">Check the box <img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356091-translated.jpg\" width=\"350\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356091-translated.jpg\"><\/span><\/p>\n<p><span style=\"color: #575757;\"> <\/span><\/p>\n<p style=\"margin-left: 0.0cm;\"><span style=\"color: #333333;\"> <\/span><\/p>\n<p>  Click &#8221; <strong>Browse<\/strong> &#8221; to select the root folder for collation.<\/p>\n<p style=\"margin-left: 0.0cm;\"><span style=\"color: #333333;\"> <\/span><\/p>\n<p>  Select the filing file and click &#8221; <strong>Validate<\/strong> &#8220;.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356092-translated.jpg\" width=\"500\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356092-translated.jpg\"><\/p>\n<p>You can also add a folder directly from the &#8220;<strong>Select Folder<\/strong>&#8221; window<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356093-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356093-translated.jpg\"><\/p>\n<div class=\"aui-message hint shadowed information-macro\">\n<div class=\"message-content\">\n<p>Clicking in the text boxes for ordering and renaming will bring up the available metadata.<\/p>\n<\/div>\n<\/div>\n<p>Build the dynamic classification tree and the renaming of documents using this metadata.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356081-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356081-translated.png\"><\/p>\n<p>Then select the rule for renaming the documents<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356082-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356082-translated.png\"><\/p>\n<p>You can also rename your document by using the original name of the document in the automatic filing setting of a filing rule.<\/p>\n<p>Thus, it is possible to use the other metadata of the document to define a tree structure while keeping the original name of the document.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356083-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356083-translated.png\"><\/p>\n<div class=\"aui-message hint shadowed information-macro\">\n<p class=\"title\">Dates<\/p>\n<div class=\"message-content\">\n<p>Two types of dates are available:<\/p>\n<ul style=\"list-style-type: square;\">\n<li>the &#8220;system&#8221; date, characterized by the keyword &#8220;<strong>systemDate&lt;&#8230;&#8221;&gt;<\/strong><\/li>\n<li>A date metadata characterized by the metadata name surrounded by a chevron. <u>Example<\/u>: &#8220;<strong>&lt;date received&lt;&#8230;&#8221;&gt;&gt;<\/strong><\/li>\n<\/ul>\n<p>In both cases, the bracketed part <strong>&#8220;&lt;&#8230;&gt;&#8221;<\/strong> is used to define the format of the date that will be used when creating the dynamic tree.<\/p>\n<p>Here are the supported formats:<\/p><\/div>\n<div class=\"message-content\">\n<table class=\"confluenceTable\" style=\"color: initial;\">\n<tbody>\n<tr>\n<td class=\"confluenceTd\">systemDate&lt;Y&gt;<\/td>\n<td class=\"confluenceTd\">2015<\/td>\n<\/tr>\n<tr>\n<td class=\"confluenceTd\">&lt;Date received&lt;Y_m_d&gt;&gt;<\/td>\n<td class=\"confluenceTd\">2015_04_04<\/td>\n<\/tr>\n<tr>\n<td class=\"confluenceTd\" colspan=\"1\">&lt;Date Received&lt;Y_n_j&gt;&gt;<\/td>\n<td class=\"confluenceTd\" colspan=\"1\">2015_4_4<\/td>\n<\/tr>\n<tr>\n<td class=\"confluenceTd\">date of receipt&lt;Ym&gt;&gt;<\/td>\n<td class=\"confluenceTd\">201504<\/td>\n<\/tr>\n<tr>\n<td class=\"confluenceTd\" colspan=\"1\">systemDate&lt;d-m-Y&gt;<\/td>\n<td class=\"confluenceTd\" colspan=\"1\">15-05-2015<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><u>Example<\/u>: a document filed on 15\/05\/2015 and containing a metadata &#8220;<strong>date of receipt<\/strong>&#8221; whose value is 04\/<strong>04\/2015.<\/strong> <strong><\/strong><\/p>\n<div class=\"table-wrap\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>From the &#8220;Administration&#8221; interface, &#8220;Ranking rules&#8220;. Select the ranking rule you want to edit. Permissions Dynamic collation tree and automatic renaming Permissions There are three types of permissions: Use Permission: Allows users, selected groups to classify documents with the rule Authorization of theecture : allows users, selected groups to perform searches for classified documents with [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20401,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20461","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20461","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20461"}],"version-history":[{"count":2,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20461\/revisions"}],"predecessor-version":[{"id":22232,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20461\/revisions\/22232"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20401"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}