Document Action

Use this field to specify the type of action to be taken by the event handler. This field is used with the Attach event action.

The contents of this field must use this syntax:

actionType

where actionType is one of these values:

  • Attach a new document (file) to the record being acted on. You must specify the particulars about the file to be attached, at a minimum, the Document Name and the Document Type.
  • Link a document that has already been imported into the system. You must specify the particulars about the file to be attached, at a minimum the Document Name.
  • Update the contents of a document that has already been attached.
  • Detach a document that is currently attached.

When you click OK to return to the Event Actions form, the system "wraps" this content within a DOCACTION( ) parameter, which yields this final syntax:

DOCACTION(actionType)