Creating a link to documents in Infor Document Management

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.

  1. Open the program where to create the link.
  2. Select Tools > Link Manager.
  3. On the New Link, step 1 of 2 window, specify this information:
    Title

    Specify a title for the link that you are creating.

    Target

    Select DocumentArchive 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 search. The values in the drop-down list are obtained from the Document Management Entity URL source.

    Attributes

    Select the attribute of the document type. The values in the drop-down 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 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.

    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 enter the specific value in the input field. After specifying a value, 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.

    • To remove all created links, click Clear.

    • To remove a specific link, choose the mapping from the Summary Link Relations box and click the Delete button.

  7. Click Save.

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