Document action: Settings
Select the Template
and define the Output format
of the new document.
Three options are available for the output format.
- Server default is defined in the portal properties and can be edited there.
- Use template allows you to output the document in .ODT.
- PDF generates a .PDF file based on the template.
The Save document in
area allows you to define the file field in which the document is stored.
Click Edit options for the file field
to open an Options
dialog box in which you can edit the settings for saving files.
If the Add record
action has been selected on the General
tab, the Documents
tab shows the
Key field assignment
area. Assign a source data field as the reference key in the target data by using the
arrow key. The entry Automatic Assignment
that Intrexx identified the primary key of the target data group and will automatically generate unique new
IDs when new documents are created.
Clicking User-defined value
will open a dialog where a user defined value can be defined.
Value from query
creates a value from the query that you can define in the next dialog.
these values can be edited, Delete
will delete the selected values.