Design Requirements for the Document Manager

For the Document Manager to work effectively in Unifier, you will need to create the following components in uDesigner:

Note: For more information on these components, see Business Processes Overview.

Folder Properties Attribute Form	Collects Properties related to the folders used to organize documents in the Document Manager. The information from this attribute form appears in the DMS Folder Properties window.
Document Properties Attribute Form	Collects data (including the title, name, and issue date) related to the documents that users store in the Document Manager. The information from this attribute form appears in the DMS Document Properties window
Log	Lists the document folders and documents in Unifier. Allows users to choose the document or folder they want to work with.

Folder Properties Attribute Form

Collects Properties related to the folders used to organize documents in the Document Manager.

The information from this attribute form appears in the DMS Folder Properties window.

Document Properties Attribute Form

Collects data (including the title, name, and issue date) related to the documents that users store in the Document Manager.

The information from this attribute form appears in the DMS Document Properties window

Log

Lists the document folders and documents in Unifier. Allows users to choose the document or folder they want to work with.

Design Flow

The following outlines the design steps necessary to launch the manager and create folder and document properties.

1. Create a data structure (if necessary).	See Creating a Data Structure.
2. Launch the manager.	See Launching a Manager.
3. Create a Folder Properties Attribute Form. See the instructions beginning with Starting an Attribute or Detail Form for a Manager.	Mandatory field for the Folder Properties attribute form: Document Manager (uuu_dm_node_name) You must place this field in the first row of the form. You can set this field as Editable (Required) or Read-Only. If you want to allow users to rename files, select the Editable (Required) option.
4. Create a Document Properties Attribute Form. See the instructions beginning with Starting an Attribute or Detail Form for a Manager.	Mandatory field for the attribute form is: Document Manager (uuu_dm_node_name) Mandatory field for the Document Properties attribute form if auto-sequencing is desired: Any data element that uses the SYS Auto Sequence data definition If users should be able to reserve this document record, these fields are mandatory: Allow record to be reserved (uuu_rsv_reservable) Allow over-booking (uuu_rsv_overbook) If you want a document URL to display in the document properties, use the data element (uuu_doc_attribute_url).
5. Create a log for the Manager.	See Designing a Log for a Manager.

Last Published Monday, June 3, 2024