Understanding context messages and context entities

Each time that you view a new record on a SyteLine form, a business context message is sent to the Related Information context app. This message includes one or more context entities. For example, the message could include the context entity InforCustomerPartyMaster for a customer record, along with parameters that are associated with the current record such as the customer ID, customer name, and accounting entity ID.

Infor Document Management receives the message and finds any files in its database that are associated with that context entity and those parameters (attributes). The files are then listed in the Related Information context app.

For example, if you open the Customers form and select customer 5984, Mike’s Bikes, any pictures or documents that are associated in Infor Document Management with the context entity type InforCustomerPartyMaster and ID 5984 are listed in the Related Information context app. You can open and view the documents from the context app.

If you open the Customer Orders form and view orders for the customer Mike’s Bikes, the same associated files are listed in the Related Information context app, because the context message that is sent from the Customer Orders form contains the context entity InforCustomerPartyMaster with customer number 5984 as a parameter.

Keyword metadata is tied to each document file. You can search and filter the context-sensitive documents in the context app based on the metadata. For example, if there are 10 documents associated with Mike’s Bikes in the Customers form, you can filter only for documents of type CS_CustomerInvoice.