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Object documentationDocuments

 

Documents are unstructured data that you can append to business objects such as products, product catalogs, or business partners. Unstructured data can be papers, graphics, or multimedia objects.

Structure

  • Linking to Business Objects

    You can link documents with the following business objects:

    • IBases

    • Product master record

    • Product catalogs

    • Product catalog items

    • Solution database

    • Business partners

    • Marketing campaigns

    • Mail forms

    • Users

    • Marketing plans

    • Trade promotions

    • Cases

    • Business transactions (OneOrder)

    Note Note

    The system does not enter content objects (documents and folders) as standalone objects. The system automatically assigns content objects to business objects. You can use these business objects to access and maintain content.

    End of the note.

  • Status and workflow integration

    Each document has a status controlled by a workflow. In this way, for example, you can check a document before releasing it to customers.

    You specify the status in Status Management.

Special Features

  • Cross-object type attribute enhancements

    Within a project, you can append customer-defined attributes to documents.

    They are cross-object type attributes, that is, the attributes are specified in Customizing and are then valid system-wide for all documents. You can use personalization to make the attributes visible in an additional column. You can also change them here.

    For more information about Customizing, see the Implementation Guide under Start of the navigation path Customer Relationship Management Next navigation step Basic Functions Next navigation step Attribute Enhancement Next navigation step Install Customer-Specific Attribute Enhancement End of the navigation path

    To display the attributes, include the attributes in the following locations:

    • Field groups CMT_MAIN and CMT_SEARCH_REQ

    • Customer Include structure CI_CRM_CM_S_DOC_ATTR

    For more information, see the Implementation Guide under Start of the navigation path Customer Relationship Management Next navigation step Basic Functions Next navigation step Content Management Next navigation step Install Customer-Specific Attribute Enhancement. End of the navigation path

    You can also use attributes in the search for documents.