Upper Form Options for Documentation BP
The fields in the Options tab of a Document BP upper form are distributed according to:
- Upper Form Options for Documentation BP With Folders
- Upper Form Options for Documentation BP Without Folders
- Upper Form Options for Documentation BP Without Folders (View Form)
Upper Form Options for Documentation BP With Folders
Attachments block
Source
- Document Manager
- My Computer
Publish to Document Manager
- Republish if Publish Path is different from current Location
- Move
- Copy
- Automatically select all existing Record and Line Item Attachments for Republish
Document Manager Attributes
- Update attributes for already Published Documents
Line Items block
Left pane
Names of the line items.
Right pane:
- Hide current tab
- Add/Copy line items
- Enforce validations on Detail form - Selecting this option allows your users to check for errors in the Validate Attachments dialog after uploading the attachments in bulk during runtime, only by way of the Grid View.
- Allow Modification of Line Item, except when status is: You can select a status based on your need.
- Allow Line Item Status to be modified
- Add Attachments
- Append Line Item Folder Structure to Auto Publish Path
- Make Attachment to a Line Item mandatory
- Allow comments
- Remove Line Items
- Remove Attachments
- Allow marking of comments as 'Final'
Additional block
- Allow linking uMail
Upper Form Options for Documentation BP Without Folders
Attachments block
Source
- Document Manager
- My Computer
Publish to Document Manager
- Republish if Publish Path is different from current Location
- Move
- Copy
- Automatically select all existing Record and Line Item Attachments for Republish
Document Manager Attributes
- Update attributes for already Published Documents
Line Items block
Left pane
Names of the line items.
Right pane:
- Hide current tab
- Add/Copy line items
- Enforce validations on Detail form: Selecting this option will enable uploading the attachments in bulk during runtime, only by way of the Grid View.
- Allow Modification of Line Item, except when status is: Must select a status
- Allow Line Item Status to be modified
- Add Attachments
- Append Line Item Folder Structure to Auto Publish Path
- Make Attachment to a Line Item mandatory
- Allow comments
- Remove Line Items
- Remove Attachments
- Allow marking of comments as 'Final'
Additional block
- Allow linking uMail
Upper Form Options for Documentation BP Without Folders (View Form)
Attachments block
Source
- Document Manager
- My Computer
Publish to Document Manager
- Republish if Publish Path is different from current Location
- Move
- Copy
- Automatically select all existing Record and Line Item Attachments for Republish
Document Manager Attributes
- Update attributes for already Published Documents
Line Items block
Left pane
Names of the line items.
Right pane:
- Hide current tab
Additional block
- Allow linking uMail
Last Published Monday, June 3, 2024