Before you can set up and use addressee scenarios, set up the addressee entity relations. Use an addressee entity relation to define from where to get the address information for a table and entity combination.


Standard procedure

1. Click Action and document management design.
2. Click Addressee entities.
3. On the Entity relations tab, click New.
4. Fill in the table to be related to an entity.
  In the Table name field, enter or select a value.
 

Note: If you want to apply this entity table relation to a document type, the table must be:
- Included in the relevant query.
- Defined on the communication profile of type To.

5. Fill in the entity for which to define a table relation. An entity indicates the type of address.
For example, to use the address information of a contact person, select the Contact person entity.
  In the Entity field, select an option.
6. For each entity table relation, define a field or a method. Fill in the field that identifies the selected entity in the defined table. The field must be the key of a table that has the required address information.
For example, if the table is SalesTable, the entity is Contact person, you fill in the ContactPersonId field of the SalesTable. The address information is retrieved from the defined contact person.
  In the Field name field, enter or select a value.
 

Note: It is not required to have the selected field defined in the relevant query.

7. For each entity table relation, define a field or a method. You can use a method to get the required address information. You can use a method in case of a customization.
  In the Method name field, enter or select a value.
8. Close the page.
Related to Notes

Set up addressee scenarios

 

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