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.

Assign 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).