Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 127
 Select an empty row on the report and press F9 to view the report code.
 Enter the following code after any existing code in the OnPreReport trigger:
ZdSend.Initialize(CurrReport.OBJECTID(FALSE), CurrReport.PREVIEW);
 Enter the following code after any existing code in the OnPostReport trigger:
ZdSend.ProcessRecords;
Report modification steps NAV 7
The following instructions need to be followed to modify an existing report to work with Zetadocs, simply
repeat these steps for each report you wish to configure.
 Open the report designer for the report that you want to modify.
 Now add the following global variables:
Name
Data Type
Sub Type
ZdSend
CodeUnit
Zetadocs-Send
ZdRecRef
RecordRef
 Under the DataItem CopyLoop add a new entry (Right click on the row right underneath it and click
New).
 Give it the following values:
o Data Type: Column
o Data Source: ZdSend.GetZdReference(CopyLoop.Number)
o Name: Zetadocs_Reference
 Scroll to the empty row at the bottom and create a new Integer data item called Zetadocs.
 Indent this data item once.
 Change the DataItemTableView property to SORTING(Number).
 Change the MaxIteration property to 1.
 Add the following code to the OnPostDataItem trigger for the Zetadocs data item:
ZdRecRef.GETTABLE(<Main Data Item>);
ZdSend.AddRecord(ZdRecRef.RECORDID);
Note: The Main Data Item is the table upon which the report is based e.g. Sales Reports would usually
use the Sales Header table. This information can be found in the report properties.
 Select an empty row on the report and press F9 to view the report code.
 Enter the following code after any existing code in the OnPreReport trigger:
ZdSend.Initialize(CurrReport.OBJECTID(FALSE), CurrReport.PREVIEW);
 Enter the following code after any existing code in the OnPostReport trigger:
ZdSend.ProcessRecords;
22.8 Classic Client specific layout modifications
Below are the instructions for modifying the classic report layout to include the Zetadocs reference, which is
required to add addressing information to the report once it has been printed.
 Click View  Sections to show the classic client report designer.
 Open the toolbox and add a text box that it will appear at the top of the report.
 Change the SourceExpr property to ZdSend.GetZdReference(<COPYNUMBER>).
 (<COPYNUMBER> is CopyLoop.Number if you have a copy loop or 1 if not.)
 Change the FontSize property to 4.
 Change the DataSetFieldName property to Zetadocs_Reference, Note: This field is only available
in NAV 6.0 and later and should be ignored on earlier versions of NAV.
 Close the sections window.
22.9 Creating Document Libraries for Zetadocs for NAV
The Zetadocs for NAV SharePoint Extensions create a document library called Zetadocs by default and
enables it for operation with Zetadocs for NAV. Should you wish to create a different document library then
you will need to follow the steps below to ensure you get the full range of Zetadocs functionality.
NOTE: You must activate the Zetadocs site features prior to performing these settings on the site where you
want the new document library.