Thanks but that is for adding custom metadata to ALL record series or ALL records, etc, right? I need to add unique custom metadata to different categories. For example, if I have a Case Files category, I have metadata specific to record folders under that category, and if I have an Arrest Files category then I have different metadata specific to record folders under that category.
I have tried to run the Add Aspect rule through Explorer for categories created through Share. I gather that I should not be trying to manipulate record information through the Explorer interface but I don't see a way to do what I need to do through Share. At any rate, when I try to run the rule through Explorer I get an Access Denied error, saying that I don't have the permissions to run the rule. I have added myself to all records groups including Records Administrator, but I don't know if this is really a permissions issue or if I'm just not allowed to make these changes through Explorer for records (it works fine for other docs created in Share).
So is there a way to run rules on records through the interface (either through Explorer or Share) or do I need to do something else, like writing a webscript?