Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 68
BEGIN
CASE RecRef.NUMBER OF
110: // Sales Shipment Header Table
BEGIN
// First fill in the record type
ZdArchiveMetadata.INIT;
ZdArchiveMetadata.Name := 'ZetadocsRecordType';
ZdArchiveMetadata.Value := 'Posted Sales Shipment';
ZdArchiveMetadata.Type := ZdArchiveMetadata.Type::STRING;
ZdArchiveMetadata.INSERT;
// Field 3- "No."
fRef := RecRef.FIELD(3);
ZdArchiveMetadata.INIT;
ZdArchiveMetadata.Name := 'RECORDNUMBER';
ZdArchiveMetadata.Value := fRef.VALUE;
ZdArchiveMetadata.Type := ZdArchiveMetadata.Type::NUMBER;
ZdArchiveMetadata.INSERT;
// Field 2 - "Sell-to Customer No."
fRef := RecRef.FIELD(2);
ZdArchiveMetadata.INIT;
ZdArchiveMetadata.Name := 'COMPANYNUMBER';
ZdArchiveMetadata.Value := fRef.VALUE;
ZdArchiveMetadata.Type := ZdArchiveMetadata.Type::STRING;
ZdArchiveMetadata.INSERT;
// Field 84 - "Sell-to Contact"
fRef := RecRef.FIELD(84);
ZdArchiveMetadata.INIT;
ZdArchiveMetadata.Name := 'NAME';
ZdArchiveMetadata.Value := fRef.VALUE;
ZdArchiveMetadata.Type := ZdArchiveMetadata.Type::STRING;
ZdArchiveMetadata.INSERT;
// Field 79 - "Sell-to Customer Name"
fRef := RecRef.FIELD(79);
ZdArchiveMetadata.INIT;
ZdArchiveMetadata.Name := 'ORGANIZATION';
ZdArchiveMetadata.Value := fRef.VALUE;
ZdArchiveMetadata.Type := ZdArchiveMetadata.Type::STRING;
ZdArchiveMetadata.INSERT;
END;
END;
END;
END;
Add Permissions to codeunits
It is advisable to check that the correct permissions are granted to the Zetadocs-Capture Customize and the
Zetadocs-Capture Integration codeunits for the table data of the records you wish to link to. This ensures
that the codeunits will be able to read all the record information necessary as part of your custom link
actions.
Test document archiving
At this stage you should test that the functionality you have added works by doing the following:
 Scan a document to your new document queue.
 Check that the document is listed in the document queue within NAV and can be viewed correctly.
 With the document selected click the Archive button and complete the actions.