Document Management

Create New Document Types

  New document types can be added to the list of existing document types.
Open in the EDB-DOCUMENT entity the Type Relations tab.
 
  Enter a new document type.
 
Column Name Description
Type Name Name of the new document type.
Table Name Name of the typespecific table.
List Name of the type list.
Form Name of the type form.
Title  
Comment  
Define type mask.
  Open the link of the new table name and the Entity Typ mask is opened.
 
  Enter the typespecific fields in the Table Fields tab and click Create Table/View.
These table fields are not part of the T_DOC_DAT.

Click the Create List and then the Create Form button.
Close the mask.

Customize type masks.
  Open Default List hyperlink and search for type list (postfix TLI) . Carry out all necessary changes and entries.
  Open Default Form hyperlink and search for type form (postfix (TFR). Carry out all necessary changes and entries.
  Edit field assignment.
 

Adapt field titles, enter default values and define check strings.
The following significant fields (from document master), besides self-defined (type specific) fields, are also copied automatically when allocating the fields:

  • T_DOC_DAT.DOCUMENT_ID
  • T_DOC_DAT.SHEET_NO
  • T_DOC_DAT.DOC_VERSION
  • T_DOC_DAT.DOC_REVISION
  • T_DOC_DAT.DOC_NAME
  • T_DOC_DAT.STEP_DESCR
Set access richts of the significant fields from the master table to w. Delet the post-field userexit cch_get_rec and the 'w' in the type field. Some other fields of the master table must also be transferred to the masks (e.g. Not-Null fields!). Compare with an existing document type to define the fields. These fields can be copied from Field Assignments list of the Form Data mask.
Delete the T_DOC_DAT.% fields in the mask and use the mask component EDB-DOC-TYP-HEAD instead. Add the following internal (invisible) document field to the type masks:T_DOC_DAT.DOC_TYPE. Use the existing document type 2D DRAWING as reference (mask name EDB-DOC-DRW-TFR).Use drag&drop to copy the two additional fields to the field assign-ment of the new document type.
Integrate type in user interface.
  Open the document menu via the TOP menu in the Menu Data mask (menu name: EDB-OPEN-DOC).
  Create a new selection, which will be used to open the type masks.
Name Consider naming conventions
Text Text displayed in menu (usually name of entity type)
Userexit iwf_lis_typ

Alternatively:
Use userexit bvb_usx_opn_typ. Consider EDB settings in Extras > Options > Representation (list or form).

  Open menu data and search for EDB-OPEN-DOC.
  Assing selections and add new selection to this type.
Parameter Entityname<blank>Typename
  Reconfigure menu.
Type-specific mask adaptions; extension of userexits
  Edit the type mask definition (list and form) and add the following userexits:
Pre-mask wdh_upd_lis Updates (caution!)
Edit-action xdocty_action/FIELD_TYPE=ENTITY Pre-entry Doc-Type
Pre-action xdocty_pre_action Fills the fields for lifecycle management (only if fields are part of mask)
Post-action xdocty_post_action Fills the history
Some entries are set by default by the system.
  Adapt mask specific menus for type list and type form (Select, No-Select menu).