Content Manager 25.1 Content Manager

# Setting or changing containers

There are different methods of putting records in containers:

- Using the right-click menu Locations - Containers command - see below.
- Changing the Assignee Location - Adding records to containers by dragging.
- When creating a record.

  The Container field must be on the New Record form.

  See Creating New Record forms.

Using the shortcut menu Locations - Container command

This dialogue box dynamically indicates in the note whether the record is Enclosed in its container and its Assignee.

1. Search for a record that you want to put into a container or change the container of
2. Right-click and select Locations - Container.

   The Record Container dialogue box appears.

   - Set Container To - will show the record's container when it has been set.

     If there is an old container number, select and delete it and type the container record number or use KwikSelect to choose it.

   - Enclose the Record Now - select to enclose the record immediately.

     If you do not, Content Manager allocates the record to the container but will not enclose it.

     Therefore, it will only inherit certain metadata from the container record, for example, the Home Location.

     This is useful when you may not want to enclose the record when it creating it.

     You can enclose the document later by using the same methods documented here.

     See Container field for a description of the metadata inherited by a record when it is enclosed in its container.

   - Remove Record From Container - removes the record from the container.

     Does not remove the record from the dataset.

3. Click OK

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Setting or changing containers