{"id":20484,"date":"2024-02-19T12:37:41","date_gmt":"2024-02-19T11:37:41","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/administrators-guide\/application-completion-rules\/"},"modified":"2024-02-19T12:37:42","modified_gmt":"2024-02-19T11:37:42","slug":"application-completion-rules","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/administrators-guide\/application-completion-rules\/","title":{"rendered":"Application Completion Rules"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<p>Folder completion is a function that allows you to define the expected content in a folder for it to be considered &#8220;complete&#8221;.<\/p>\n<p>The administrator defines the completion rules that will then be applicable to folders by users.&nbsp;<\/p>\n<p>In order to manage the ranking rules, click on &#8220;<strong>Administration<\/strong>&#8221; &#8220;<strong>Completion rules<\/strong>&#8220;.<\/p>\n<style type=\"text\/css\"><![CDATA[\/*<![CDATA[*\/ div.rbtoc1648215958883 {padding: 0px;} div.rbtoc1648215958883 ul {list-style: disc;margin-left: 0px;} div.rbtoc1648215958883 li {margin-left: 0px;padding-left: 0px;} \/*]]]]><![CDATA[>*\/]]><\/style>\n<div class=\"toc-macro rbtoc1648215958883\">\n<ul class=\"toc-indentation\">\n<li><a href=\"#R%C3%A8glesdecompl%C3%A9tiondedossier-Ajouteruner%C3%A8gledecompl%C3%A9tion\">Add a completion rule<\/a><\/li>\n<li><a href=\"#R%C3%A8glesdecompl%C3%A9tiondedossier-Modifieruner%C3%A8gledecompl%C3%A9tion\">Edit a completion rule&nbsp;<\/a><\/li>\n<li><a href=\"#R%C3%A8glesdecompl%C3%A9tiondedossier-Supprimeruner%C3%A8gledecompl%C3%A9tion\">Delete a completion rule&nbsp;<\/a><\/li>\n<\/ul>\n<\/div>\n<h1 id=\"R\u00e8glesdecompl\u00e9tiondedossier-Ajouteruner\u00e8gledecompl\u00e9tion\">Add a completion rule<\/h1>\n<p>Click on &#8220;<strong>Add Completion Rule<\/strong>&#8221;&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356354-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356354-translated.jpg\"><\/p>\n<p>The creation form appears on the right side of the screen:&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356355-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356355-translated.jpg\"><\/p>\n<p><span style=\"line-height: 1.4285715;\"><br \/>\n<\/span><\/p>\n<p><span style=\"line-height: 1.4285715;\">1)<strong> Add a folder<\/strong> completion rule: Enter the name of the completion rule&nbsp;<\/span><\/p>\n<p><span style=\"line-height: 1.4285715;\">2) <strong>Condition<\/strong> : Choose a condition<\/span><\/p>\n<p><span style=\"line-height: 1.4285715;\"><span style=\"color: rgb(0,0,0);\"><br \/>\n  <strong><br \/>\n    <u>Example<\/u><br \/>\n  <\/strong><br \/>\n<\/span> : at least 3 documents must be present for the file to be considered complete  &nbsp;<\/span><\/p>\n<p><span style=\"line-height: 1.4285715;\"><br \/>\n<\/span><\/p>\n<p><span style=\"line-height: 1.4285715;\">There are different types of conditions:&nbsp;<\/span><\/p>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"line-height: 1.4285715;\">Number of documents on file&nbsp;<\/span><\/li>\n<li><span style=\"line-height: 1.4285715;\">Number of versions on a document in the folder&nbsp;<\/span><\/li>\n<li><span style=\"line-height: 1.4285715;\">Number of documents filed with a specific classification rule&nbsp;<\/span><\/li>\n<li><span style=\"line-height: 1.4285715;\">Value of metadata from a document in the folder&nbsp;<\/span><\/li>\n<li><span style=\"line-height: 1.4285715;\">Sum of metadata values for all documents in the folder&nbsp;<\/span><br \/>\n<span style=\"line-height: 1.4285715;\"><br \/>\n<\/span><\/li>\n<\/ul>\n<p><span style=\"line-height: 1.4285715;\">3\/ <strong>Recurrence<\/strong> : Allows you to make a condition recurring<\/span><\/p>\n<p><span style=\"line-height: 1.4285715;\"><u><br \/>\n  <strong>Example<\/strong><br \/>\n<\/u> : 3 new documents are expected each year in the file&nbsp;<\/span><\/p>\n<p><span style=\"line-height: 1.4285715;\"><br \/>\n<\/span><\/p>\n<p>4\/ <strong>Add a condition<\/strong> : Allows you to apply additional conditions: it is possible to mix several conditions to obtain complex completion criteria&nbsp;<\/p>\n<p>5\/ <strong>Authorization<\/strong> : Choose the groups and\/or users authorized to use the completion rule<\/p>\n<p>6\/ <strong>Notifications<\/strong> : Choose the&nbsp;groups and\/or users that will be notified by default, when creating a folder associated with this completion rule. This data will be editable by the user who creates the folder&nbsp;<\/p>\n<h1 id=\"R\u00e8glesdecompl\u00e9tiondedossier-Modifieruner\u00e8gledecompl\u00e9tion\">Edit a completion rule&nbsp;<\/h1>\n<p>Click on the rule in the list, and a form identical to the one in the creation appears.<\/p>\n<p>The change to the completion rule is retroactive and applies to all folders already created with this rule.&nbsp;<\/p>\n<p>&nbsp;&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356356-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356356-translated.jpg\"><\/p>\n<h1 id=\"R\u00e8glesdecompl\u00e9tiondedossier-Supprimeruner\u00e8gledecompl\u00e9tion\">Delete a completion rule&nbsp;<\/h1>\n<p>Check the box(es) next to the rule(s) you want to delete.<\/p>\n<p style=\"margin-left: 0.0cm;\"><span>Choose &#8220;<strong>Delete<\/strong>&#8221; from the menu.&nbsp;<\/span><\/p>\n<p><span>When a rule is deleted, folders previously created&nbsp;with that rule become standard folders again.<\/span><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356357-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356357-translated.jpg\"><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Folder completion is a function that allows you to define the expected content in a folder for it to be considered &#8220;complete&#8221;. The administrator defines the completion rules that will then be applicable to folders by users.&nbsp; In order to manage the ranking rules, click on &#8220;Administration&#8221; &#8220;Completion rules&#8220;. Add a completion rule Edit a [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20157,"menu_order":22,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20484","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20484","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=20484"}],"version-history":[{"count":1,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20484\/revisions"}],"predecessor-version":[{"id":20493,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20484\/revisions\/20493"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20157"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}