edoc D365 FO plugin ecm Administration Guide
edoc D365 FO plugin ecm Administration Guide
Breadcrumbs

Configure the index definition for the Dynamics 365 process

Once you have established the connection to the ECM system and mapped the fields and properties of the documents from the ECM system, create an index definition. The index definition is used to map the document fields to a process (form) in Dynamics 365 for Finance and Operations. With the mapping, you finally define when and where the ECM documents and their properties are displayed in a process.

You can specify the index definitions under edoc plugin ecm > Indexings > Indexings so that your users can access the configured ECM data in the corresponding process.

If you use an ECM company in different Dynamics 365 for Finance and Operations systems, you can define the client statically in the indexing definition under Mapping Fields.

Define the indexing definition

In the Overview section, enter the ID and a name of the indexing definition in Dynamics 365 for Finance and Operations and specify the ECM system and the document type to which the index definition is to be linked. In this way, you create the mapping between the Dynamics 365 form and the ECM document type.

  • Index Definition ID: Enter any meaningful ID for the index definition. You can enter any ID (short form), e.g. SalesOrder_IndexDef.

  • Index Definition Name: Enter any meaningful name for the index definition, e.g. Sales Order Index Definition.

  • System ID: Select the ID of the ECM system that you have defined on the Systems > Systems page.

  • Document Type ID: Select an ECM document type that you have defined on the Systems > Systems page.

Map the database table entry to an ECM document type

In the Index Table section, map the corresponding database table from Dynamics 365 for Finance and Operations to an ECM document type.

  • Index record table name: Enter the name of the database table, e.g. SalesOrder (name of the data source), which you want to map to the specified ECM document type.

  • Compilation State: Shows the compilation status of the condition. There are three statuses:

    • None: Indicates that there is no condition.

    • Compiled: Indicates that the condition has been compiled without errors.

    • Compiled with Error: Indicates that there were problems compiling the condition or that the content was not compiled correctly.

  • Condition: Displays the part of the filter that is used in the condition. Example: this.InvoiceAccounts=="DE-XXX"

The mapping fields in the Mapping Fields section are only displayed automatically if you have correctly filled in, saved and activated all connection data with an index definition.

Activate the configuration by moving the slider for Active to Yes.

Map the ECM property fields to a process and a company

In the Mapping Fields section, assign the document type to the ECM property fields of the document type. You have already defined the ECM document type on the Document type page in the Systems > Systems section.

You can also permanently map a company under Mapping Fields by activating the line for the company in the ECM client field column. The value is replaced by the value from the ECM Company field under Setup > Parameters > General.

  • Field ID: Displays the ID of the ECM document type.

  • Field Name: Displays the name of the ECM document type.

  • Compilation State: Shows the compilation status of the value in Value string field. There are three statuses:

    • None: Indicates that there is no value.

    • Compiled: Indicates that the value was compiled without errors.

    • Compiled with Error: Indicates that there were problems compiling the value in Value string field or that the content was not compiled correctly.

  • Value String field: In this field, enter the code for the transfer parameter whose value is to be searched for in the document type in the ECM system. Example: this.SalesId to search for the sales order number in the ECM system.

  • ECM company field: Activate the field to permanently map the company so that all outgoing documents are mapped to this company.

Activate the row by clicking in the field in the Active column. The character string in the field value is only used in the search (URL template) once it has been activated.