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 93
GetOutputFileName
When a report is printed to Zetadocs, converted to a pdf and sent to a recipient it is desirable to be able to
name that pdf file something relevant. This function is called from the AddRecord function in the Zetadocs
Send Results Gen codeunit (i.e. once per report record) to allow you to specify independent file names.
GetRecordNoForReport
Similar to the Company No. Field No. and Contact No. Field No. settings in the Zetadocs Report Settings
there is an option to specify the Record No. Field No. This field’s purpose is primarily for customizing
Zetadocs message content. For example it is often desirable to include a Ref. number in the subject of email
correspondence. This can be set by adding %%[ZetadocsRecordNo] into the subject of a Zetadocs Template.
Figure 35 - Zetadocs Template Wizard
Once again this field no. reference setting operates similar to Contact No. Field No. such that if the field is
left blank in the Zetadocs Report Settings then this function will be called from the AddRecord function in
the Zetadocs Send Results Gen codeunit. This may be necessary if your reference number is composed of
more than one field value. If so these field values could be concatenated and returned from this function.
GetCompanyRule
This function is exposed here for a number of reasons. Firstly it allows the customization of rules
dynamically at runtime but primarily it can used in conjunction with the Company Type Code to provide
company rules for bespoke company types (i.e. types other than Customer and Vendor). This is explained in
more detail in the next chapter. The important thing to note about this function is the parameter that is
passed. The “Zetadocs Company Rule” is another temporary table maintained in the Zetadocs Send Results
Gen codeunit. This is used to get the rule override information irrespective of the company type. This will
become clearer in the next chapter. It is recommended that you review the implementation of this trigger
function in the Zetadocs-Send Integration codeunit to further your understanding.