Some functions (of object type) display an Office tab that can be used to directly associate a Microsoft Word (TM), Excel (TM) or Powerpoint (TM) document with each record.

When creating a record in these functions, it is useful to put a default document at the user's disposal. This setup function makes it possible.

In effect, the associated Office documents will be submitted by default in the object management:

  • when creating a new record on an object of such a type, the defined document will be automatically submitted if it is the only one.
  • if several documents can be used, a selection window will make it possible to choose among the possible choices.

Only some functions contained in the software use an Office tab, but it is possible to create documents by associating them with any existing object within the software. The specific use of these documents will be possible by adding specific Office tabs on those functions contained in the software that do not have any.

These template documents may depend on:

  • the company if the records depend on a company code.
  • the transaction, if the object is managed by transactions.

    Prerequisite

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    Entry screen

    Presentation

    The screen is used to define the object code concerned, the transaction code and the company code if required, along with a code identifying the default Office document.

    With the document type specified, it is then possible to enter the document itself at the bottom of the screen.

    Close

     

    Fields

    The following fields are present on this tab :

    Block number 1

     

    • Transaction (field TRN)

     

     

     

    • Template code (field MODELE)

     

    • Description (field INTIT)

     

    • Document type (field TYP)

     

    Block number 2

    • field BLOB

     

    Close

     

    Specific Buttons

    The following fields are included on the window opened through this button :

    Block number 1

    • field OBJET

     

    • field CLES

     

    Block number 2

    • From folder (field DOSORG)

    Indicate the folder from which the record is going be copied. The possible syntaxes are described in the dedicated appendix.

    • All folders (field TOUDOS)

    This option is used to copy the record to all the folders defined in the dictionary (ADOSSIER table from the current solution).

    • To folder (field DOSDES)

    Indicate the folder in which the record is going be copied. The possible syntaxes are described in the dedicated appendix.

    Close

    This button is used to copy the record definition from or to another folder.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation

    Allocation rules for the default Office document

    When the user wants to create a record containing an Office tab, the following rules make it possible to define the default values proposed for the document:

    • Are only taken into account the documents from the selected type (Word (TM), Excel (TM), or PowerPoint (TM)), for the object code corresponding to the function being used.
    • If the object function is managed by transaction, only the documents whose transaction code is empty or corresponds to the current transaction can be selected.
    • If the record depends on a company code, only those documents whose company code is empty or corresponds to the current transaction can be selected.

    In the event of a single corresponding document, the latter is proposed by default, otherwise a selection window makes it possible to choose the document that must be used.