Creating a link to documents in IDM

Note: When linking to a document in IDM, you can make a shortcut to this link directly from the canvas.
  1. Launch the MForm you want to create a link from. Select Tools > Links Manager to display the Links Properties dialog.
  2. Specify the title and description for the link.
  3. To make the link available to all users, select the Shared check box.

    If you do not select Shared, the link you create will only be available to you.

    Note: The Function and Panel information default from the form you were on when you launched the tool.
  4. From the Target drop-down, select Infor Document Management and click Next.
    Note: If you do not see Infor Document Management in the drop-down, ensure that these tasks were performed:

    • IDM is installed and enabled in the system profile.

    • Infor Smart Office has been restarted after enabling IDM.

  5. Select the link properties from the options in the drop-down menu:
    Document Types The type of document to link to. The values in the drop-down are defined in the administration client for IBM DB2 Content Manager.
    Attributes Attributes of the document type. The values in the drop-down are defined in the administration client for IBM DB2 Content Manager. For more information, see the Infor Document Management Administration Guide.
    Operators The operators displayed depend on the attribute you chose. For example, a string attribute has string operators like "LIKE" and "NOT LIKE" to do string-comparisons. An integer attribute has operators like "<" and ">" to do numeric comparisons. All types have the operators "IS NULL" and "NOT NULL" for checking if the attribute has been provided a value or not.
  6. In M3 Transactions, select a field to map the attribute to. Click Add.
  7. To add additional link properties, select an additional Document Type, Attribute, and Operator from the drop-down. Select a field and click Add.

    • 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.

    • Web links can be selected to be external so that they can be opened in an external browser instead of the browser embedded in Smart Office.

      Example

      You want to link all images and files connected to an item in Infor M3.

      Create the link in MMS001 with these properties:

      • Set Document Type to Image

      • Set Attributes to ItemNumber

      • Set Operators to =

      • In M3 Transactions, select the ITNO field and click Add.

        Add additional properties to the same link:

        • Set Document Type to File

        • Set Attributes to ItemNumber

        • Set Operators to =

        • In M3 Transactions, select the ITNO field and click Add.

        Now, there will be an "OR" operator between the two sets of properties. This link will find all images and files with the same Item Number as the selected object in M3.

  8. To save the link, click OK.
  9. In the Link Manager, click Save.

    Links you create will be available to you immediately. Shared links will be available to other users after they restart Infor Smart Office.