Screen Integration

Before configuring an integration make sure you have completed these basic configuration tasks:

  1. DocLink document types and properties have been configured.
  2. Top-level folders have been defined.
  3. Users and roles are configured.
  4. DocLink Workflow is configured.

Each integration requires different implementation steps and has specific requirements that must be met to work properly. Screen and field mapping is just a part of the required configuration. Be sure to read the sections in DocLink Online Help that discuss specific requirements for each of the individual business applications.

If your application screens contain customizations, contact Technical Support. Customizations can include any changes in field names, processing logic, user or use of third party applications.

Mapping Screens and Fields

  1. Open the Integration Configuration Window. On the Administration tab, click on the Integrations tile.
  2. The Integration Configuration window opens.

    If you receive an error when attempting to open the integration configuration windows, check to make sure the DocLink Remote Host Service is running on the server.
  3. Select the application you wish to map from the Screen Integration list on the left.
  4. The right-side of the windows will display all items that can be mapped. The Type column will display whether a source is a screen or a file (applicable if mapping XML). For each integrated screen, you must map each field you wish to index to a DocLink property.
  5. Double-click a screen listed in the grid, the Properties window displays. Type a Description to label the specific ERP screen. Listed are all screen fields that can be mapped to a DocLink property. The Screen Properties window is displayed and the first field is automatically highlighted and ready for input. All required fields are noted in the Description field next to its respective property name.
  6. Map all applicable fields by highlighting a row and selecting the DocLink property from the drop-down list. If you do not see the property you want listed, you will need to back out of this screen and create it from the Master Properties tile.
    1. If you wish to remove a mapping, highlight it and click the Clear Map button to reset the DocLink property back to None.
    2. If you wish to tie a description to a screen field, edit the Description field.
    3. Click the Apply button and the text will appear in the Description column.
    4. When all applicable fields are mapped on the Properties window, click OK on the Properties windows to exit.
    5. The Mapped checkbox on the Integration Configuration window will be checked for each screen that contains at least one mapped property.
  7. When all applicable screens are mapped, exit the Integration Configuration window.

Mapping Top-Level Folders and Codes

  1. On the Administration tab, click on the System Settings tile. Then select Folders.
  2. Click a folder you wish to map and click the Edit… button.
  3. Depending on your integration, enter the following:
    1. If your integration requires the top-level folder name to match company name (i.e., Great Plains) enter the company name in the Name field for every company in your business application.
    2. If your integration requires top-level folder code to match company code (i.e., Epicor, Dynamics SL, Sage 500, SAP Business One, Dynamics GP, and Navision) enter the company code in the Code field for every company in your business application.
  4. Click the Save button to exit.

Each integration requires specific configuration in order for it to work properly. Screen and field mappings are just a part of the required configuration. Be sure to read the sections in DocLink Administrator Online Help that discuss specific requirements for each of the individual ERP systems.

If your application screens contain customizations, contact Technical Support. Customizations can include any changes in field names, processing logic, user defined fields, or use of third party applications.