Validate perspective

You can validate the setup of a perspective when you set up or finished the setup of a document type. The validation is done, based on the input data source as defined for the perspective.

Standard procedure

1.	Click Action and document management design.
2.	Click the Document types tab.
3.	In the list, find and select the desired record.
4.	In the list, click the link in the selected row.
5.	In the Perspectives section, on the Overview tab, in the list, select a perspective.
6.	Click Validate.
7.	Depending on the input data source as defined for the perspective, you can select a record to validate the perspective. For example, if the input data source is SalesTable, you can select a sales order.
	In the [input data source] field, enter or select a value.
8.	You can also validate the communication profile.
	Select Yes in the Validate communication profile field.
9.	To test the output of the perspective, you can have an XML file or email created. Depending on the output type as defined for the communication profile.
	Select Yes in the Execute output field.
	Note: The created document is added to the documents history. You can view this on the File share workspace.
10.	If the output type of the communication profile is Email, you can show a preview of the email.
	Select Yes in the Preview field.
11.	Click OK.
12.	If the preview is shown, you can click Send to create and send the email.
	Click Send.
	Note: Before you send the email, you can attach one file to the email. To do so, on the dialog, click Browse to find and select the file.
13.	Close the page.

Related to	Notes
Set up document types

Validate perspective Application task

Standard procedure

Validate perspective
Application task