Using predefined overlays from DMS

You can use a predefined overlay to place additional information on the Request for Quotation document. This overlay can be stored in DMS.

Use case:

  • Use the RFQ document type created earlier.
  • Add an extra part to the RFQ document type, which is added as an overlay. This overlay is stored in DMS and retrieved through a download expression.

Complete these steps:

  1. Store a document in IDM with the Document Type set to File and the Name attribute specified as companylogo.
  2. Start the Predefined Document Type Parts (ttrpi2560m000) session.
  3. Add a predefined document type with any description.
  4. Navigate to the Predefined Document Type Part (ttrpi2560m100) session.
    Specify these fields:
    Part Type
    Overlay
    Content Source
    Download Expression
    Download Expression 
    string query(2000)
long docnum, i, ret
string today(10)
string path(256)

|* Query IDM for a file which Name equals 'companylogo'
query = "/MDS_File[@MDS_Name = ""companylogo""]"
docnum = dom.idm.list.documents.by.xquery(query)
  
for i = 1 to docnum
  ret = dom.idm.get.document(dom.idm.get.document.pid(i), 
  dom.idm.get.document.filename(i), path)

  if ret = 0 then
    o.file = path
    o.mimetype = dom.idm.get.document.mimetype(i)
  endif
endfor
return(true)
  5. Save the predefined document type part.
  6. Start the Document Types (ttrpi2510m000) session.
    Select the RFQ document type and open its details.
  7. On the Parts tab, create a part with these properties:
    • Description : BP specific terms
    • Destination Type : All
    • Part Type : Overlay
    • Predefined Content : Specify the predefined document type part created earlier.
  8. Save this record.
  9. Click Validate to validate the document type.
  10. Run the Requests for Quotation session. Print a request to the Document Output Management device and verify the result.