AX2012 introduced the ability of using document templates hosted in SharePoint within the AX document handling. This is a step by step guide on how to add a document type in document handling for use
within Daxeam using a SharePoint template library and archive directory.
Configure document type
The first step is to configure a document type. On the document type, the class is set to ‘Template
library’. this will enable the selection of a template record from the SharePoint document library. Optionally, it is also possible to configure the document type to save the created file back to SharePoint by setting the Archive directory to SharePoint and specifying the SharePoint URL.
Create document data sources
To get the document templates to appear in the document type,
first you have to create your document data sources. This can be done from organization administration:
You are selecting from AOT queries. Don’t worry about the
Module value. It is used for display only when selecting the data source in
your word template. The example shows two Daxeam data sources created
using the EAMAssetList and EAMWorkOrderLine ListPage queries. These will
provide you with the main engineering asset and work order line fields.
Create word template document
With the document data source in place, a document template can
now be created and one or multiple data sources can be selected for use within the template document. If the data sources are not there, check your options, you
might not be connected to server.
After the data source has been added, you should see your available fields. Drag and drop your fields into your document and optionally put additional formatting.
After the data source has been added, you should see your available fields. Drag and drop your fields into your document and optionally put additional formatting.
Saving the document template to a SharePoint library
With the document template created, you can now save this to
the SharePoint library that was selected when setting up the document template. Back on the document type, when you now synchronize, the new
template is added in and you can activate it (Note that your user must have
access to SharePoint for this to work).
Using the document type
Back on the engineering asset details page, you can now add
a new “Engineering asset details” document. It displays according to the title
of the template reference of the document type. This allows you to have
multiple templates using the same document type.
A new work doc is created and the data is populated. The document is automatically saved back to SharePoint based
on the archive directory settings.
