Viewing a file in the Related Information context app that is associated with an ERP record

  1. In SyteLine, open the form and record. Files that are associated with the record in Infor Document Management are listed in the Related Information context app.
  2. In the Related Information context app, select a context entity type to view files associated with that ERP record and context entity type.

    For example, if a document file is tagged with the attribute and value OrderNum=DC00000401, it is displayed in the Related Information context app when order DC00000401 is the current record in the Customer Orders form. If there are multiple files tagged with that order number, you can filter by selecting the context entity type.

    If you do not select an entity type, all of the documents associated with the current record are available. If no entity type is associated with an attached file, then generic attributes id1 – id15 are used, as appropriate. These can be defined in Document Management.

  3. Click the icon to the left of the file ID to open the file in the browser.

    Alternatively, click the Show in IDM icon next to the file ID to open the file in Document Management.

    See the Infor Document Management User Guide for more information about how to work with the file.