Creating a link to documents in Infor Document Management

Before you start, ensure that IDM is installed and properly configured in Infor OS Portal

  1. Open the program from which the link must be created.
  2. Select Tools > Link Manager.
  3. In the New Link, step 1 of 2 window, specify this information:
    Title

    Specify a title for the link that you are creating.

    Target

    Select Document Archive from the list.

  4. Click Next.
  5. On the New Link, step 2 of 2 window, specify this information:
    Document Types

    Select the type of document to which the program must be linked. The values in the list are obtained from the Document Management Entity URL source.

    Attributes

    Select the attribute of the document type. The values in the list are obtained from the Document Management Entity URL source.

    Operators

    Select "AND" or "OR" as the operator.

    • Attributes within the same document type have an "AND" relation. The link finds 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 matches documents of either type that meet all the criteria of the attribute.

    Value

    To map the attribute to a variable, select this option and specify the field name.

    To map the attribute to a specific value, select this option and specify the value in the input field. Select the static option.

    M3 Transactions

    To map the attribute to a variable, select this option and select a field from the list.

  6. Click Add. The new link is added under Summary Link Relations.
  7. To remove all created links, click Clear.

    To remove a specific link, click the delete icon for that link.

  8. Click Finish.

    In the Link Manager window, verify that the created link is added to the list.