Installation guide

Zetadocs for NAV Installation Guide

This edition 5

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

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Page 121

Figure 49 – Customer Card with Zetadocs Rules menu item added

Importing the Forms fob file

 Log into Microsoft NAV as a user with SUPER user permission rights to allow you to import new

objects into the NAV database.

 Open the object designer (Shift + F12) and import the interfaces file included on your Zetadocs for

NAV product download relevant to the version and language of your install. E.g. Zetadocs for NAV

Form Interfaces – NAV6.10W1.fob where the last two letter denote the NAV database version.

 It can be found in your product download in the folder \Zetadocs NAV Server Components\Form

Interfaces\.

 If there are no collisions continue with the import. If there is a collision it is recommended that you

skip those objects that conflict and then follow the steps below to modify existing forms objects

manually.

22.4 Modifying NAV Forms Manually

If when attempting to import the Zetadocs for NAV forms into NAV you have collisions which make it

impractical to import the forms the following manual steps can be performed to provide the same

functionality.

Zetadocs Rules

To allow users to adjust the rules for a customer or vendor from an option on the relevant card we require a

modification of the customer and vendor rule cards. The steps outlined below will add the Zetadocs Rules

menu item to the Customer button on the Customer card, see the above figure, and the Vendor button on

the Vendor card.

Adding the Zetadocs Rules menu item to the Customer Card

 Open the object designer (Shift + F12)

 Open the Form in Design View.

 Select the Customer button.

 Right Click and select menu items.

 Scroll down and create the new menu item Zetadocs Rules.

 Set the Action to RunObject.

 In the RunObject field enter Form Zetadocs Customer Rule List.

 Select View Properties menu item or press Shift+F4.

 Set the run form link to Customer No. = FIELD(No.).

 Repeat this process for the Vendor Card using Vendor No. = FIELD(No.).