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