Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 122
SharePoint Archiving
The following changes enable display of the related document grid form which shows existing archived
documents from the record in question.
Adding the Zetadocs Archive menu item to the Sales Quote Card
 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 select the form that needs to be modified and click the
Design button.
 In this example we will look at modifying a Sales Quote form, for other form modifications please
follow these steps and select the option relevant to your form when prompted.
 Right-click on the Quote button, or the corresponding button on your form, and select Menu Items.
 Scroll down and at the bottom add a separator by using the Separator button.
 Add a menu item with caption Zetadocs Archive or a suitable localised equivalent.
 Add a shift+ctrl+A in the ShortCutKey field.
Figure 50 – Menu Designer – MenuButton
 While still on the Zetadocs Archive menu item, open up the C/AL Code editor by pressing F9.
 In the OnPush () trigger of the menu item add a local variable (ViewCal Locals):
o Name: RecRef
o DataType: RecordRef
 Add a second local variable
o Name: ZetadocsUtilities
o DataType: Codeunit
o Subtype: Zetadocs-Utilities
Note: You may find it easier to locate the Zetadocs-Utilities using its ID code 9009959.