Using the Select Fields to Insert into New Document Page
Use the Select Fields to Insert into New Document page (IB_LOGICALFLD_SEC) to select the record fields to insert into the document and to optionally assign alias names to the fields.
To access the page select
After you search for a record, click the record name in the Records grid.The example shows a partial view of the Select Fields to Insert into New Document page for the record QE_SALES_ORDER.
The following fields and controls appear on the page:
Field or Control |
Definition |
---|---|
Package |
Enter the package name for the document or click the Lookup button to search for one. |
Document |
By default the system uses the record name for the document name. To change the default value, enter a name for the document. |
Version |
By default the system versions the document as V1. To change the default value, enter a version number for the document. |
Fields to Use (grid) |
Use the fields to use grid to select the fields to include as primitive elements in the document and to optionally assign alias names to the fields. |
Select |
Select the box next to each field to include as a primitive element in the document. By default all fields are selected and included as primitive elements in the document. To select a field, check the box. To deselect a field, check the box again. |
Field |
Name of the record field. |
Alias |
(Optional.) Enter an alias for the field. |
OK |
Click the button to save the changes and return to the Create Document from Record page. |
Cancel |
Click the button to return to the Create Document from Record page without saving the changes. |