Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
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Page 65
11.9 Modify record forms for archive search and retrieval
To allow a user to search, retrieve and view captured documents from a NAV record form it is necessary to
modify the form to provide a menu item that will do the search. For example the Posted Sales Shipment
record form would be modified to add a Zetadocs Archive item on the Shipment menu, as below.
Figure 25 - Posted Sales Shipment form showing Zetadocs Archive menu item
In our example scenario we need to modify the Posted Sales Shipment form (and page if using RTC) to show
the related document from the archive. To do this, please follow the instructions in section 4.5 Zetadocs
Interface Modification Tool.
If you are using the Role Tailored Client, then make the equivalent changes in the page editor for the RTC
record page.
11.10 Implementing you Custom Document Queue Actions (Custom Queues Only)
Overview
In this section we write the code to enable document linking and archiving for a particular document queue
action. Zetadocs Capture Essentials comes with some standard Sales and Purchase Order actions already
implemented. This section shows you how to implement your own custom actions. There are a number of
functions that Zetadocs calls in the Zetadocs-Capture Customize codeunit that you need to implement. The
steps to follow are:
 Write code in the GetLink function
 Write code in the GetAdditionalMetadata function