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.
For each perspective, you can set up:Name | Responsible | Description |
---|---|---|
Set up queries |
Designer |
Use a query to find one or more records in the database. The found records are the input for further processing. You can use a query on a:
Optionally, you can run a query under specific conditions. For conditions, you can use functions. |
Create document type perspective |
Designer |
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. |
Define criteria for document type perspective |
Designer |
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. |
Add query functions to document type perspective |
Designer |
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:
|
Add user notes to document type perspective |
Designer |
For each perspective, you can set up user notes. Use user notes to add free text fields to a document. If you create a document manually (with a form button), the user notes are shown on the dialog where you can enter free text in each user note field. |
Name | Responsible | Description |
---|---|---|
Set up queries |
Designer |
Use a query to find one or more records in the database. The found records are the input for further processing. You can use a query on a:
Optionally, you can run a query under specific conditions. For conditions, you can use functions. |
Create document type perspective |
Designer |
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. |
Define criteria for document type perspective |
Designer |
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. |
Add query functions to document type perspective |
Designer |
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:
|
Add user notes to document type perspective |
Designer |
For each perspective, you can set up user notes. Use user notes to add free text fields to a document. If you create a document manually (with a form button), the user notes are shown on the dialog where you can enter free text in each user note field. |
Related to | Notes |
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Set up document type perspectives |
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