A known limitation to the detail properties returned on the Processing Smart Form is during a scenario when searching on multiple date values.
Inquiry Name – Allows you to unique identify the inquiry.
Use as default – Check the box to set this inquiry as the default inquiry when the Smart Form is launched.
Document Types – This section lists all document types available in doc-link. Using the arrow buttons, you can move these to the Document Types to Search section to enable.
Document Types to Search – This section lists all document types to search on when in a Smart Form of the originating "Selected Document Type" from the General Tab.
Filter Properties – Filtering properties allows you to match “Selected” and “Searched on” document types by the filter properties chosen below.
Property – This list shows all master properties in doc-link.
Smart Form Field – This list shows all elements created in the Header, Detail, Totals, and/or Footer sections.
Add/Remove – Click the add or remove buttons to add/remove filter property rows from this grid.
Example of use:
We’ve created a Check Approval Workflow and want to ensure that checks have been processed for the correct Invoices. When we search and retreive an AP Check in the workflow and use the Check Processing Smart Form, we are able to use the "Invoices" inquiry to find all AP Invoices matching Invoice Number and Vendor Number from the AP Check we are currently viewing. Seeing that all AP Invoices are accounted for based on this AP Check, we can approve this check and move on to the next one.
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A known limitation to the detail properties returned on the Processing Smart Form is during a scenario when searching on multiple date values. |
