What are the dates shown on the Archive/Retrieval window for?

On this window the system shows these dates:

 

Date

Description

Run Date

Only used with Documaker. Has no affect on the Entry module of Documaker Desktop.

Create Date

The date on which you created the form set.

Modify Date

The date on which you modified the data using the WIP module.

The run date is stored in the extrfile.dat file. To get this information from the extrfile.dat file into the trnfile.dat and appidx.dbf files, the Run Date field must be defined in the INI and DFD files. Use dms1 as an example to see how this is done. You can also use the RunDate rule to get this information into NAFILE.dat file.

Note   The run date does not indicate the date on which the transaction is processed by Documaker.

Use of run date in the Archive module

Imagine a company is using the Archive system. The company archives thousands of transactions each day. Few years later, a user needs to retrieve a transaction from the archive and view it. The user does not know the policy number but does know when the transaction was processed. With this knowledge, the user can use the date as a search filter, as long as the date is defined in the appidx.dfd file. In our dms1 example, this date is called the run date.

You can also use this field as a filter to list the archived transactions up to the date in the Retrieve field.

In addition, the Run Date field is used for tracking versions of forms based on the effective date of the transaction. So if your database does not have this information, you can not use the Library manager and form versions with the retrieval system.

The Run Date field is required for the TRNDFDFL.DFD and APPIDX.DFD files, and must be defined in the Trigger2Arc control group.

Format of the run date

Enter run dates in YYYYMMDD format, since the archive index reads from left to right. This means the system archives files by the year first, then month, and finally by day. If you enter the run date in MMDDYYYY format, the archive index starts from month, then date, and finally year, which is not recommended. You should also use four-digit years (YYYYMMDD) instead of two-digit years (YYMMDD).

If the run date is in the format of YYMMDD or MMDDYY, you may have to define the run date in the APPIDX.DFD file with EXT_TYPE=NOT_PRESENT and EXT_LENGTH=0 options to retrieve form sets.

Note   The run date can be blank in the extract file.