Use a perspective to define a variant of a document type. A perspective defines the data and settings that are used to generate the document.


Standard procedure

1. Click Action and document management design.
2. Click the Document types tab.
3. In the list, click the link of the desired record.
4. In the Perspectives section, on the Overview tab, click New.
5. In the Perspective field, type a value.
6. In the Description field, type a value.
7. In the Query field, enter or select a value.
8. The input data source defines the data based on which the document is created.
The default input data source is the root table of the selected query.
If the query has several tables, you can select one of these as input data source.
  In the Input data source name field, enter or select a value.
9. You can set up a series of perspectives to be executed. In the Consecutive perspective field, you can define the perspective to be executed when the execution of the current perspective is finished.
  In the Consecutive perspective field, enter or select a value.
 

Note: You can select a consecutive perspective from any document type. You can only select perspectives with the same input data source as the current perspective.

10. You can select a perspective to be used if execution of the current perspective fails.
  In the Fallback perspective field, enter or select a value.
 

Note: You can select a fallback perspective from any document type. You can only select perspectives with the same input data source as the current perspective.

11. Close the page.

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