Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 88
Zetadocs Send
Integration
Zetadocs Send
Customization
Codeunit
Zetadocs Send Codeunit
Initialize
Add Record
Process Records
Table
Temporary Table
NAV Report
Records
Zetadocs Settings
Tables
1.
2
.
3.
Data Query
Records
(Filtered Table)
Integration
Functions
Override &
Metadata
Functions
Notation
Private Public
External Components
4.
NAV
Figure 32 - Zetadocs for NAV Delivery Plus Architecture
Interfacing with the Zetadocs Send Results Gen codeunit (1.)
A report modified for Zetadocs for NAV will call the three trigger functions on the Zetadocs Send codeunit.
Firstly, Initialize (1.) is called to set the report that is being printed. The initialization information allows us
to determine what report settings, if any, have been specified (2.). After initialization we start to process
individual record specifics. Each record reference is passed to the send results codeunit by calling
AddRecord (1.). Each record is then processed to extract the contact information (3.). Depending on who the
company is we may apply specific rules covering how the contact or the template is determined. Once all
the records have been added Process Records (1.) is called to start finalizing the results. When all rules and
settings have been applied the “Zetadocs Customize” codeunit is called to offer overriding of the result (4.)
. Lastly, Zetadocs Send code will run to offer run-time user result override and error resolution dialogs.
Querying the Zetadocs Settings (2.)
Based on the ID of the report that is being printed we can determine what template and archiving settings
to use for the report and potentially how to automatically find the company and contact references from the
report records. Internally the Zetadocs Send Results Gen codeunit will query the Zetadocs Report Settings
using the report ID. These settings control the flow of processing from this point on.