Files FactBox

Document Archive adds a file factbox that can be found in the factbox area on the pages for your master data and documents.

In the Document Archive Setup page you will find a FactBox Type setting which allows you to configure which type of file factbox should be used.

The FactBox Type setup field has the following 2 options:

1. Files: The factbox shows all the files attached to the current record.

   

2. Categories: The factbox shows the categories and the number of files per category. Drilling down on the number will open a page where you can view the files in the respective category.

   

A complete list of the pages where the factbox is available can be found in the Document Archive Pages section of this manual.

How to Store an Attachment

1. Open the page of a preferred entity.

   In the example screenshots that follow, you will see that the Item Card page is opened for: Item 1000 Bicycle

2. Use one of the following options to attach a document to the entity:

   1. Drag and drop a file from a local or cloud folder to the Drop your files here area.

      

   2. Drag and drop a e-mail directly from Microsoft Outlook to the Drop your files here area.

      

   3. Click on the Drop your files here area, browse for and select the file that you would like to attach in the file explorer, and finally click on Open:

      

3. The document is now attached to the entity with the following data

   1. Category: The category of the document

      Now setup with DEFAULT due to the configuration in the Document Archive Setup (Wizard).

   2. File Name: The file name and extension of the document

   3. Created Date/Time: The date and time that the document was stored.

   4. Message From: Name of the sender of the e-mail

   5. Message Date/Time: Date and time of the e-mail

   

How to Delete a Document Archive File

1. Click on Show more options (three dots) of the file to delete

2. Click on Delete Line

After deleting the Document Archive File record, the file will be removed from the remote file storage location.

Page Extensions

Document Archive is available on the following pages (by default):

Page Name
Customer Card	Sales Order Archive	Blanket Purchase Orders
Customer List	Sales Quote Archive	Purchase Return Order List
Vendor Card	Purchase Quote Archive	Service Quotes
Vendor List	Purchase Order Archive	Service Orders
Item Card	Warehouse Receipt	Service Invoices
Sales Quote	Service Order	Service Credit Memos
Sales Order	Service Invoice	Service Contracts
Sales Invoice	Service Credit Memo	Service Contract Quotes
Sales Credit Memo	Service Quote	Purchase Quote Archives
Purchase Quote	Posted Service Credit Memos	Purchase Order Archives
Purchase Order	Posted Service Credit Memo	Sales Quote Archives
Purchase Invoice	Posted Service Shipments	Sales Order Archives
Purchase Credit Memo	Posted Service Shipment	Planned Production Order
Resource Card	Posted Service Invoices	Firm Planned Prod. Order
Job Card	Posted Service Invoice	Released Production Order
Job List	Service Item Card	Simulated Production Order
Posted Sales Shipment	Service Item List	Assembly Orders
Posted Sales Invoice	Service Contract	Item List
Posted Sales Credit Memo	Service Contract Quote	Sales Invoice List
Posted Purchase Receipt	Sales Return Order Archive	Sales Credit Memos
Posted Purchase Invoice	Sales Return Order	Sales Quotes
Posted Purchase Credit Memo	Purchase Return Order	Production Order List
Posted Sales Shipments	Purchase Return Order Archive	Resource List
Posted Sales Invoices	Posted Return Shipment	Reminder
Posted Sales Credit Memos	Posted Return Shipments	Reminder List
Posted Purchase Receipts	Posted Return Receipt	Issued Reminder
Posted Purchase Invoices	Posted Return Receipts	Issued Reminder List
Posted Purchase Credit Memos	Posted Whse. Receipt	Finance Charge Memo
Blanket Sales Order	Warehouse Shipment	Finance Charge Memo List
Blanket Purchase Order	Posted Whse. Shipment	Issued Finance Charge Memo
Assembly Order	Posted Whse. Shipment List	Issued Fin. Ch. Memo List
Contact Card	Blanket Sales Orders
Contact List	Sales Return Order List
Opportunity List	Sales Order List
Opportunity Card	Purchase Quotes

Adding the FactBox to Other Pages

You can add the Document Archive Files factbox to new pages via a pageextension as follows:

pageextension 50100 AssemblyOrderExt extends "Assembly Order"
{
    layout
    {
        addfirst(Factboxes)
        {
            part(DCACategoryFactBox; WSB_DCACategoryFactBox)
            {
                ApplicationArea = All;
                Enabled = CategoryFactBoxVisible;
                SubPageLink = TableNoFilter = const(Database::"Assembly Header"), SourceTypeFilter = field("Document Type"), SourceNoFilter = field("No.");
                Visible = CategoryFactBoxVisible;
            }
            part(DCAFileFactBox; WSB_DCAFileFactBox)
            {
                ApplicationArea = All;
                Enabled = FileFactBoxVisible;
                SubPageLink = TableNo = const(Database::"Assembly Header"), SourceType = field("Document Type"), SourceNo = field("No.");
                Visible = FileFactBoxVisible;
            }
        }
    }

    var
        CategoryFactBoxVisible: Boolean;
        FileFactBoxVisible: Boolean;

    trigger OnAfterGetCurrRecord()
    begin
        CurrPage.WSB_DCACategoryFactBox.Page.wgFncSetRecordId(Rec.RecordId());
        CurrPage.WSB_DCAFileFactBox.Page.wgFncSetRecordId(Rec.RecordId());
    end;

    trigger OnOpenPage()
    begin
        CategoryFactBoxVisible := CurrPage.WSB_DCACategoryFactBox.Page.wgFncShowFactBox();
        FileFactBoxVisible := CurrPage.WSB_DCAFileFactBox.Page.wgFncShowFactBox();
    end;
}

Please note that you should also implement an event subscriber for the following event:

• WSB_DCAFileMgt.wlEvpOnSetPrimaryValues

  Allows you to specify the primary key field values given a RecordRef of the source table record that the file should be linked to.

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Last update: January 22, 2024