1. Others
  2. Action and Document Management
  3. Activities

Define criteria for document type perspective
Application task

For each perspective, you can set up criteria. Use criteria to define for which data the perspective must be executed. Where the related query defines the data that is used as input for the document generation, you can use the criteria to indicate to which of this input data the perspective applies.

For each of the criteria, the value of the left data source field is validated against the value of the right data source field or a fixed value. The validation is done based on the defined operator.


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, in the list, find and select the desired record.
5. Click the Criteria tab.
6. Click New.
7. In the Data source name field, enter or select a value.
8. In the Field name field, enter or select a value.
9. In the Operator field, select an option.
10. Define against what the left field value must be validated.
Only select one of these options:
- Record value: fill in the Data source name and Field name fields.
- Constant: fill in the Value field.
  In the Property type field, select an option.
11. In the Data source name field, enter or select a value.
 

Note: Only enter a value if the property type is 'Record value'.
12. In the Field name field, enter or select a value.
 

Note: Only enter a value if the property type is 'Record value'.
13. In the Value field, type a value.
 

Note: Only enter a value if the property type is 'Constant'.
14. Define whether or not all criteria must be met to generate a document for the perspective.
- If none of the criteria has an or-group, all criteria must be met to generate a document.
- If you add the same or-group to several criteria, only one of the criteria with this Or-group must be met.
- If you have criteria with and criteria without an or-group, all criteria without an or-group and one criteria for each or-group must be met.
  In the Or-group field, type a value.
15. Close the page.
Related to Notes

Set up document type perspectives

 		 

Provide feedback