+1
Hi
We've managed to retrieve data directly from the document view. If the document is connected to a client, I need data from that client, such as their name. Is this possible?
I've attached what I'm using to capture variables within the document view, but I can't figure out how to retrieve data from another connected entity.
d1 = CStr(ScriptValues.Item("DESCRIPTION2").Value)
d2 = CStr(ScriptValues.Item("DESCRIPTION3").Value)
d3 = CStr(ScriptValues.Item("DESCRIPTION4").Value)
Hi
For details of object connected to a document, you can use the standard macros functionality in IFS.
You can setup specific macro execution for the different processes to retrieve such values and then, in document, insert corresponding document properties. In order to use this, you must install and enable the Aurena Agent add-in:
Macro block IFS_01_08_OBJECT_CONNECTIONS retrieves the object connections values defined in Object Attributes for Macros and these will be available as document properties fields to locate in the document itself:
Regards,
Pilar
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