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 89
Figure 33 - Zetadocs Report Settings
Resolving the Company and Contact Information (3.)
This can happen in a number of ways depending on the Zetadocs Report Settings for that report. The report
settings control whether the Zetadocs Send Results Gen codeunit can copy the company and contact
references from a field in the record or whether it should call out to the “Zetadocs-Send Integration”
codeunit for the information. It is in this public codeunit that a VAR will implement their custom integration
code for their system. This is explained in more detail in a later section of this guide; however, this should
highlight the main purpose of the Zetadocs-Send Integration codeunit and the Zetadocs Send Result table
being public. It means that when we need to access data from typed NAV tables this code is exposed to the
VAR developer to allow them to integrate or customize successfully. The private Zetadocs Send Results Gen
codeunit only correlates and manages the data, unaware of its meaning (typelessly).
Overriding in Customize Codeunit (4.)
There is the ability to alter the Zetadocs Send Results record directly in this codeunit before continuing with
sending of a report. Each send result is passed to this codeunit by calling OverrideSendResult internally in
the Zetadocs Send Results Gen codeunit. This gives the VAR a great opportunity to implement customized
business logic above that offered by Zetadocs for NAV. An example would be altering the recipient (contact)
depending on the value of an order. The second potential customization is to add additional embedded
commands for tailoring email messages using dynamic fields in Zetadocs Templates or adding extra
metadata to be archived with the document.
14.3 Summary
Now that we have been introduced to the architectural overview of Zetadocs for NAV it should be easier for
us to understand the sections which follow and begin to allow us to imagine the potential customizations
and workflow that could be created with the Zetadocs for NAV Addin.