Creating the document function codes
Before you assign a filter to a function code, you must create the function codes in the Symbol form.
- Application Configuration
- About This Guide
- Overview
- Configuration files
- Log files
- File attachments
- Integrating Infor Document Management with Optiva
- Embedded images
- External email notification
- Labs
- Security for users, codes, locked objects
- Items in formulas
- Default records
- Rules for creating objects
- Symbols to extend objects
- Change History
- References, Views, Results, Lookups
- Queries and tokens
- Quick Search
- Search <Object> pages in the web client
- Parameters
- Global Calculation
- Localization
- Equations and calculations
- Units of measure
- Context information
- Enumerated lists
- Advanced security options
- Sets
- Classifying objects into groups
- Profiles
- Data filters
- Default filters are defined by users for tables of data
- Required and optional filters
- Process for defining filters
- Label for a filter
- Filter for labs, roles, and users
- Security and overrides for filters
- Filter for workflow tasks
- Filter for parameters
- Setting up a parameter filter
- Filter for document codes (attachments)
- Filter for object and set code combinations
- Deleting filters
- Filters for extension fields by object sets
- Set templates
- Role-based templates for the web client
- Infor Ming.le
- Extension tables
- Company data
- Layouts for grids and tables
- Menus and labels
- Custom buttons
- Reports
- XML Import of data to Optiva
- XML Export of Optiva data
- Using the Configuration Transporter
- Extending and altering objects
- Phrases
- Message codes
- Shop calendars
- European General Data Protection Regulation (GDPR)
- Optiva codes
- Special characters
- Standardization between sites
- Profile attributes
- Date formats
- Obtaining the IDM ION API user credentials for Optiva
- Configuring the Authorization Server for IDM Authentication
- Glossary