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

Add query functions to document type perspective
Application task

For each perspective, you can set up query functions. Use query functions to convert input values from the query. Several predefined functions are available. You can, for example, round a value, do a calculation with several values, or change the date format.

Some of the functions have one or more parameters. To set a parameter value, you can enter a fixed value or add a table field.
For a parameter, you can enter a table field of:
  • A predefined set of tables:
    • Attachment
      You can use the Logo file path of the related label to find the logo to be inserted. The related label is set for the relevant document type perspective communication profile of type Label.
    • Label
      You can use field values of the related label. The related label is set for the relevant document type perspective communication profile of type Label.
    • Recipient
      You can use field values of the related recipient. The related recipient is defined by either the Data source name/Field name combination or the Data source name/Scenario combination as set for the relevant document type perspective communication profile of type To.
    • Sender
      You can use field values of the related sender. The related sender is set for the relevant document type perspective communication profile of type From.
    • TextBlock
      You can only use text blocks that are defined for the related document type perspective.
    • TextFragment
      You can only use text fragments that are defined for the related document type perspective.
    • UserNotes
      You can only use user notes that are defined for the related document type perspective.
  • The tables as defined for the related query. You can only add a table field that is also defined in the query. The applicable query is defined by the related document type perspective.


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 Query functions 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. Click Save.
10. Click Add function.
11. In the Function field, enter or select a value. As an example, select: (sum(Real,Real)).
12. Sub-task: Define parameters.
  12.1 Some of the functions have one or more parameters. Set the parameter value in the Method name field. To set a parameter value, you can enter a fixed value or add a table field.
The next steps show how to add a table field.
  In the parameters list, find and select the desired record.
  12.2 Click Add table field to open the drop dialog.
  12.3 In the Data source name field, enter or select a value.
  12.4 In the Field name field, enter or select a value.
  12.5 Click OK.
13. Sub-task: Add parameter.
  13.1 For some of the functions with parameters, you can add a parameter. This parameter is included in the calculation.
  Click Add parameter.
14. Click OK.
15. Close the page.
Related to Notes

Set up document type perspectives

 		 

Provide feedback