Document action - Document

Processes module Document action Properties

Document settings

Document template

Select the template of your choice.

Output format

Three options are available for the output format:

Save document in

Allows you to define the file field that the document is saved to.

File field

The currently selected file field is shown here.

Edit options for the file field
Opens a dialog where the settings for saving files can be edited.

Key field assignment

If the "Add record" action has been selected on the General tab, the Key field assignment area will be shown here.

Target

The primary key data field of the target data group is shown here. <Automatic assignment> means that Intrexx has determined the primary key of the target data group and will create new IDs where documents are added.

Source

Every data field from the source data group is listed here.

Move left / right
Assigns the highlighted data fields to one another or removes the assignment respectively.

User-defined value
Opens a dialog where a user-defined value can be created. Once this has been created, it will be added to the list of the source data fields.

Value from query
Opens a dialog where a value can be defined from a query to a data group.

Edit
If a user-defined value is selected in the source list, this button opens a dialog where this value can be edited. If a value from a query is selected in the source list, this button opens a dialog where this value can be edited.

Remove
Removes the value currently selected in the list.