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Document Type Mapped Association

The Multi-Association indexes inner-relationships of the host document type along with records from the PaperSave database. It allows users to create a Dynamics MultiAssociation between two host applications document type or within the same host application document type. The PaperSave System will find the associated document type in between Parent Document Type and Child Document Type.

 
A customer is able to map new associations by defining the association details using a mapping query list between Parent Document Types and Child Document Type. Before creating a  dynamic multiassociation association, a user can add their own formulas(query) while adding Document Type Mapped Associations in PaperSave Settings. These formulas can be based on Document Type profile field. Any profile fields keyed by user that match the formula in between the document will generate a relationship between the two hosts or within the host.

 

To Associate Document types, proceed the following steps:

 

1. Click on MultiAssociation under General option in PaperSave Settings and then select Document Type Mapped Association tab as shown below:

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

2. Click on Add button available in the ribbon to enable the Association Details panel as displayed below:

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

3. Select Parent Host Application, Module, Transaction type, Document Type from the respective drop down list, and then select Child Host Application, Modules, Transaction Type, Document Type from the respective drop down list as displayed below. Now click on Add Filter button to add filter and define particular formula.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

4. Clicking on Add Filter button will add a row allowing you to set the required parameters. You can add multiple filters by clicking on Add Filter button and then you can group them using Group AND and Group OR button.

 

To group the filter with And condition, select the rows by checking the check-boxes and click on Group AND button. You should see the grouping as displayed below.

 

Multi-Association grouped

 

To group the filter with OR condition, select the rows by checking the check-boxes and click on Group OR button. You should see the grouping as displayed below.

 

Multi-Association or

 

Note:

To clear all the filters, click on Clear Filters button. You can delete a particular row using the Cross symbol displayed for each row.

 

5. On right clicking the group (AND/OR), you should see following options as displayed in the below image.

 

ü Select Group: This option allows you to select the whole group.
ü Change to AND/OR: This option allows you to change the grouping from AND to OR and vice versa.
ü Ungroup: This option allows you to ungroup the rows.
ü Add Clause: This option allows you to add new row to the grouped rows.

 

Multi-Ass Right click menu

 

6. After defining the query, click on Save button to save the query. If there is any inner-relationship in between the Document Type as per query, IsActive status will show as True. If there is no relationship or false query in between the transaction, IsActive status will be False.

 

User can view these associated document from both the Parent and Child Document Type using the PaperSave forms where the Show Associated Documents button exists on toolbars of Document Display, Document Explorer, PaperSave Workflow, Workflow Entry Viewer, Auto Entry forms and Workflow Item Reviewer.

 

Click on image to magnify/shrink
Click on image to magnify/shrink