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I am trying to create a Report Rule with an Action to Check In To Document Management.  When I print the document, I can get the system to create a Document based on the Document Class.  I need to also connect to an LU.  The LU is a Document Folder. 

 

If my Document Folder name is Supplier, how would I enter the information in the Connected LU field?

The Documentation has the following for Connected LU:

<u>ConnectedLU / KeyRef:</u> You can specify if the generated report should be attached to an application form as an attachment. In this case you have to specify the LU and key-value pair to uniquely identify an instance in the LU. For example, if you want to attach the 'Invoice' report, in to the 'Customer Invoice' form, you need to specify the LU as 'CustomerOrder" from the ConnectLU combobox and Invoice\_no as the key and a value for that key. You can hardcode a value or retrieve the value from a xpath.

But I am unsure of what to enter….

 

Any help would be appreciated.

Gregg

Hi,

Finding the key ref of a document folder is not hard. One way is to connect the folder to a document, then check the key ref from Document Revision / Objects / Object Key:

 

Thanks Mathias...still not sure how to write the expression…

If document folder sequence 

 

How would you write the expression?  DocFolder / FOLDER_SEQUENCE=1000005^

 

Gregg

 

 

Perhaps I misunderstand, but shouldn't the ConnectedLU be hard-coded as DocFolder and KeyRef hard-coded in my example? 🤔 

Hi Mathias

I am trying to connect a document from the Control Plan - Purchasing Report to a Document Folder.  Ther report is QMAN_CONTROL_PLAN_PURCH_REP

I do not believe the Document Folder, or any other LU’s are set up to be connected to in the report.  When I select the drop next to the down arrow on the Connected LU , no options are shown to be connected.

 

Gregg

@CorGreggB 

I see. Well, I don't know what controls which LUs that will be part of that list. I'll ask someone else to comment on that. If the DocFolder cannot be set there, one option could be to install a custom event that connects these documents to the folder you want. If the document has some title or class or some other attribute that you can look for, it should be possible.

 

Hi again,

I asked a colleague and they thought you should file a case about this such that someone can investigate this properly.

It's for the Reporting team to look into.

In the meantime, give the proposed workaround a thought.

Thanks!

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