Beta Released Scheduled 04 Nov 2019
New Features
Document Communications
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T. The ‘Edit Message’ link will display the data entry view of the content tab.
Generic Document Report
The standard ‘Document Register’ report type includes the wbDocumentRegister001 format that displays:
A. Email – Recipient and Subject information. This is only visible in the after it is sent; and is not visible on preview.
B. Document Info – Some basic document info pertinent to the recipient.
C. Header – This is dynamic based on the Document Type category.
D. Extension Fields – Any defined extension fields are listed.
E. Details – The document Details form the body of the document.
F. Attachments – Any attachments to the email are listed.
G. Document From – The specified Document From person is listed as the sender
Remember that for any Report Types to be visible they must be included in the relevant Report Groups.
Category Setup
The Category Hierarchy provides the customisable classification for a Document Type. Access this from the ‘Category Hierarchy’ page.
• Select the ‘Document Register’ category as this is the base for all document type. If the ‘Document Register’ category does not exist, then use the [+ New Category] button.
• The first level items specify the available Document Types. To create a new Document Type you right-click for the menu and select ‘Create’. In the example we created a ‘Site Instructions’ document type.
• The lower levels (i.e. from level 2 onwards) define the classification structure for the Document Type. The are no standard rules implemented against the classification. In the example we create two categories for ‘Site Instructions’, namely ‘Mandatory’ and ‘Recommended’.
• The order of items can be change by dragging the respective folder icon using the hand icon, or the sub levels expanded / collapsed by clicking the caret.
Document Email Template Setup
Use the [+ New Template] button to create a new email template or click on the respective template name to edit. Although an email template can be shared across document types it is recommended that a separate template be created for each document type for clarity.
A template consists of:
• Name – unique name that is displayed when listing email templates for selection. This name must be unique to these templates.
• Subject – the email subject that is defaulted for this template.
• Body – the email body that is defaulted for this template, which supports basic html formatting as supported in the editor.
Statuses Setup
A list of Status options may be configured. This is from the Statuses screen for the type 'Document Register Statuses'. Note these are NOT document type specific but system wide.
Extension Columns Setup
The extension columns are setup in the standard manner with support for view conditions. Extension fields are defined for the 'DocumentRegister' Extension Type.
Where a set of fields are particular to a scenario, for example a document type (by using View criteria DocumentRegister.DocumentRegisterTypeId with a Criteria Value), then the relevant criteria must be specified.
Multiple extension views are supported, so you may have generic attributes applicable to all documents (or the general Web Portal view) as well as document type specific attributes.
Document Number Setup
The control parameter ‘Document Register Number Template’ has a tokenised string definition for the Document Number.
If the control parameter is not setup then the default number is the DocumentRegisterID.
The tokens supported are:
• [JobCode]
• [DocTypeId]
• [FormatNextNo]
So, a format like ‘[JobCode]-[DocTypeId]-[FormatCounter]’ would produce a Doc No of ‘4003-2-5’ for job code 4003, where say Site Instruction doc type id is 2, and the document is the fifth Site Instruction for job 4003.
The generated number may be refreshed unless the document has been sent.
Document Type Setup
The Document Type associates the respective element for the type. Access this from the ‘Document Register Type List’ page.
• Type – This is the Category as setup in (B).
• Template – Select the Email Template as setup in (C).
• Report Type – You can use the ‘Document Register’ report type or the custom type is defined.
• Default Details – This is the default document body for this document type. Basic html formatting is available.
Feature Revisions
Jobs
- Forecast - Comments, Reviewed and Complete columns can now be hidden via Grid Management without errors occurring on the Forecast.
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