# 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).