Before you start, ensure that IDM is installed and properly configured.
Verify if the Document Management properties have the correct configuration in the Grid Management Pages. See Integrating M3 H5 to Infor Document Management.
Specify a title for the link that you are creating.
Select DocumentArchive from the list.
Select the type of document that you want to search. The values in the drop-down list are obtained from the Document Management Entity URL source.
Select the attribute of the document type. The values in the drop-down list are obtained from the Document Management Entity URL source.
Select "AND" or "OR" as the operator.
Attributes within the same document type have an "AND" relation. The link will find the documents of the specified type that match all the selected attribute criteria.
Different document types within the same link have an "OR" relation. The link will match documents of either type that meet all the criteria of the attribute.
To map the attribute to a variable, select this option and type the field name.
To map the attribute to a specific value, select this option and enter the specific value in the input field. After specifying a value, select the "static" option.
To map the attribute to a variable, select this option and select a field from the list.
To remove all created links, click.
To remove a specific link, choose the mapping from the Summary Link Relations box and click thebutton.
In the Link Manager window, verify that the created link is added to the list.