Define Process Action Header

Explanation

Use this activity to set up process actions for a document class. You create one record for each document class and process. The process action header monitors how the document macros are processed for the selected document class and header. You can choose from the following macro options:

• Select And Run - select to run the macro or not.
• Run If Only One - if there is only one macro, that macro will be run automatically. 
• No Macro - no macro present for the process.

You can also define  how the files using the process action header will be named:

• Default to original file name -the original file name will be the default and if the file has an original file name and is selected the user will be asked to select the type of file naming, at the time of executing one of the stated file operations.
• Default to document title and name -  the document title and name will be the default and if the file has an original file name and is selected the user will be asked to select the type of file naming, at the time of executing one of the stated file operations.
• Force document title and name - the user will not be prompted for a selection, even if the file had an original name. The file will be named using the standard document title and name. 
• Force original file name - the user will not be prompted for a selection. The file will be named using the original name only if it had such a name. Otherwise naming will fall back to document title and name.

After creating and saving a process action header you can connect one or more document types to it. You define which document types will be checked in, checked out, etc., when the user performs the selected action process on a document of the same class as defined in the process action header. 

Prerequisites

At least one document class must be configured in Basic Data.

System Effects

As a result of this activity, a new document class process action header will be created, and you can then  connect one or more document types to it. This will affect the file operations of the selected document class.

Window

Document Class Process Action

Related Window Descriptions

Document Class Process Action

Procedure

1. Open the Document Class Process Action window.
2. Click the New icon to create a process action header record.
3. Query for a value in the Document Class field.
4. In the EDM Macro Process field, select one of the available process actions. 
5. In the Macro Option field, select one of the three available macro methods.
6. In the Name Files Using field, select one of the four available options to indicate how the files using the process action header should be named.
7. Click Save to save your process action header.
8. Click the New icon to create an empty row in the table. 
9. Use the List of Values to enter a value in the Document Type field. You can add more than one value.
10. Click Save to save the document type with the process action header.