Installation guide

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Zetadocs for NAV Installation Guide

This edition 5

December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights

reserved

Page 11

4.7 Role Tailored Client specific layout modifications for NAV 2013 (v7)

Following are the instructions for modifying the layout of the report for use with the role tailored client.

Header and Body Section

The Order confirmation report is an example where the page header section is used to display header

information on each page for the record. When this is the case, follow the instructions below to add the

Zetadocs reference.

 Click View Layout to open the report designer for the Role Tailored Client reports.

 Add a new text box to the body section of the report. Note: Ensure the textbox does not overlap any

existing controls and put the text box at the top left of the section. If this is difficult you may need

to mode existing text boxes and controls down a small bit. In general, existing text boxes have a

parent listbox called list1. If this is the case then ensure that this new textbox has the same.

 Change the Name property to Zetadocs_Reference_tb.

 Change the Value property to =Fields!Zetadocs_Reference.Value.

 Change the Visibility Hidden property to TRUE.

 Change the Color property to Red.

 Open the Document Outline – Report window (Visual Studio  View  Other Windows 

Document Outline). Locate and cut (ctrl+x) the Zetadocs_Reference_tb texbox.

 Right click on the list1_Contents node from the document outline Report and select paste before

clicking the Bring to front button.

 Next, add a new text box to the top left of the page header section of the report. Note: Ensure the

textbox does not overlap any existing controls.

 Change the Font size and Color properties to values that you are happy with. Our recommended

size is 6 (4 being the minimum) and color is white, so that this information is not visible in the sent

document.

 Change the Value property to =ReportItems!Zetadocs_Reference_tb.Value.

 Close and save the report.

Version Code

Once you have saved the report add EQ5.0 to the Version List column in the Object Designer. Adding this

value is essential to ensure easy identification of reports modified for Zetadocs for NAV, in particular, for

uninstalling Zetadocs for NAV at a later point.

4.8 Role Tailored Client specific layout modifications for NAV 6

Following are the instructions for modifying the layout of the report for use with the role tailored client. If

your version of NAV does not have the role tailored client, skip this step.

There are two different methods that can be followed to add the Zetadocs reference to the role tailored

client report depending on how it has been designed.

Body Section Only

The remittance advice journal report is an example of a report that does not have a page header section.

When this is the case, follow the instructions below to add the Zetadocs reference.

 Click View Layout to open the report designer for Role Tailored Client reports.

 Open the tool box and drag a new text box into the section of the report where the header data is

displayed. Note: Ensure the textbox does not overlap any existing controls and put the text box at

the top left of the section. If this is difficult you may need to mode existing text boxes and controls

down a small bit. In general, existing text boxes have a parent listbox called list1. If this is the case

then ensure that this new textbox has the same.