SetFolderRules API¶

Sets the rules (policies) for the specified folder using an XML rules definition. Rules control allowed file types, checkout/checkin policies, document and folder deletion permissions, and other folder behaviors. Optionally applies the rules to the entire subfolder tree.

Endpoint¶

/srv.asmx/SetFolderRules

Methods¶

GET /srv.asmx/SetFolderRules?authenticationTicket=...&Path=...&xmlRules=...&ApplyToTree=...
POST /srv.asmx/SetFolderRules (form data)
SOAP Action: http://tempuri.org/SetFolderRules

Parameters¶

Parameter	Type	Required	Description
`authenticationTicket`	string	Yes	Authentication ticket obtained from `AuthenticateUser`.
`Path`	string	Yes	Full infoRouter path to the folder (e.g. `/Finance/Reports`).
`xmlRules`	string	Yes	XML string defining the rules to apply. See format below.
`ApplyToTree`	bool	Yes	If `true`, the rules are applied recursively to all subfolders as well as the specified folder. If `false`, only the specified folder is updated.

xmlRules Format¶

The xmlRules parameter must be a valid XML string with <Rules> as the root element and <Rule> child elements, each with Name and Value attributes.

<Rules>
  <Rule Name="ALLOWABLEFILETYPES" Value="*" />
  <Rule Name="NEWFOLDERS" Value="allows" />
  <Rule Name="FOLDERDELETES" Value="allows" />
  <Rule Name="CHECKOUTS" Value="allows" />
  <Rule Name="CHECKINS" Value="allows" />
  <Rule Name="DOCUMENTDELETES" Value="allows" />
  <Rule Name="NEWDOCUMENTS" Value="allows" />
  <Rule Name="CLASSIFIEDDOCUMENTS" Value="allows" />
  <Rule Name="AUTOPROMPTPROPERTYSETNAME" Value="" />
</Rules>

Available Rule Names and Values¶

Rule Name	Values	Description
`ALLOWABLEFILETYPES`	`*` or comma-separated extensions (e.g. `.pdf,.docx,.xlsx`)	Restricts uploadable file types. `*` allows all types.
`NEWFOLDERS`	`"allows"` or `"disallows"`	Controls creation of new subfolders.
`FOLDERDELETES`	`"allows"` or `"disallows"`	Controls deletion of subfolders.
`CHECKOUTS`	`"allows"` or `"disallows"`	Controls document check-outs.
`CHECKINS`	`"allows"` or `"disallows"`	Controls document check-ins.
`DOCUMENTDELETES`	`"allows"` or `"disallows"`	Controls document deletion.
`NEWDOCUMENTS`	`"allows"` or `"disallows"`	Controls uploading of new documents.
`CLASSIFIEDDOCUMENTS`	`"allows"` or `"disallows"`	Controls whether classified (restricted) documents are permitted.
`AUTOPROMPTPROPERTYSETNAME`	Property set name string, or empty string to clear	Auto-prompts users to fill the named property set when uploading. Pass an empty string to remove the prompt.

Note: Rule names are case-insensitive. Only rules present in xmlRules are updated; omitted rules retain their current values.

Response¶

Success Response¶

<root success="true" />

Error Response¶

<root success="false" error="Folder not found." />

Required Permissions¶

The calling user must have folder manager or domain manager rights to modify folder rules.

Example¶

POST Request (restrict to PDF only, disallow deletions)¶

POST /srv.asmx/SetFolderRules HTTP/1.1
Content-Type: application/x-www-form-urlencoded

authenticationTicket=3f2504e0-4f89-11d3-9a0c-0305e82c3301
&Path=/Finance/Reports
&xmlRules=<Rules><Rule Name="ALLOWABLEFILETYPES" Value=".pdf"/><Rule Name="DOCUMENTDELETES" Value="disallows"/></Rules>
&ApplyToTree=false

SOAP Request¶

<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"
               xmlns:tns="http://tempuri.org/">
  <soap:Body>
    <tns:SetFolderRules>
      <tns:authenticationTicket>3f2504e0-4f89-11d3-9a0c-0305e82c3301</tns:authenticationTicket>
      <tns:Path>/Finance/Reports</tns:Path>
      <tns:xmlRules><![CDATA[<Rules><Rule Name="ALLOWABLEFILETYPES" Value=".pdf"/></Rules>]]></tns:xmlRules>
      <tns:ApplyToTree>false</tns:ApplyToTree>
    </tns:SetFolderRules>
  </soap:Body>
</soap:Envelope>

Notes¶

Rule names are case-insensitive.
Only the rules present in xmlRules are updated; rules not mentioned retain their current values.
Setting ApplyToTree=true recursively applies the specified rules to all subfolders.
Use GetFolderRules to retrieve the current rules for a folder before modifying them.

GetFolderRules - Retrieve the current rules for a folder
GetFolder - Get folder properties including rules (when WithRules=true)

Error Codes¶

Error	Description
`[900] Authentication failed`	Invalid or missing authentication ticket.
`[901] Session expired or Invalid ticket`	The ticket has expired or does not exist.
Folder not found	The specified path does not resolve to an existing folder.
Access denied	The user does not have the required permissions.
Invalid xmlRules	The `xmlRules` parameter is not a valid XML string.
`SystemError:...`	An unexpected server-side error occurred.