Show TOC

 Transferring File Properties (FORM_INF)

Use

When you process an original application file with a workstation application that is directly integrated in the functions of Document Management, you can use file-property technology to transfer data from the SAP system to the original application file. The following is an example of the process:

First you create a document info record (DIR) of the document type DRW (design drawing).

Then you create an original application file with the workstation application Microsoft Word for this DIR.

You transfer the Document Number Document.DRAW.DOKNR field from the DIR in the SAP system to this original application file.

Prerequisites

You make the settings for Office integration in Customizing for Document Management under Define Workstation Application . For general information about the settings, see Desktop Office Integration .

Activity Set Up Office Integration

Enter the document type (for example, DRW ), a workstation application (for example, DOC, Microsoft Word) , and the application type Change .

Choose FORM_INF as the technology (see File-Property Technology ).

Select the data group whose fields you want to transfer. The Document Number field is assigned to the Document Data data group, for example.

Select the Export indicator.

Create Original Application File

Process a document with the document type DRW.

In the lower screen area Originals , select (Create).

The Basic Data dialog box appears.

Perform the following activities in the dialog box:

Enter the workstation application DOC.

Choose .

The system opens a new window with the Office application (Microsoft Word).

You can enter the documentation for the design drawing in the window of the Office application. You can use all the usual Microsoft Word functions, for example, for formatting and inserting.

Transfer File Property

You can either create new, user-defined file properties or transfer file properties from the SAP system.

User-defined file properties

In the original application file, choose FilePropertiesCustom and enter a Name, Type , and Value .

Choose Add.

Name: Test

Type: Number

Value: 123

Microsoft Word adds the new file property Test with the syntax {DOCPROPERTY Document.DRAW.DOKNR \* MERGEFORMAT}

The new file property is available under InsertField next to the properties from the SAP system.

File properties from the SAP system

The system provides the appropriate file properties for transfer in accordance with the data selected for transfer in Customizing (data group Document data) .

Choose the following in the original application file:

Insert Field

DocProperty from the field names

For example, the file property Document Number Document.DRAW.DOKNR

The system inserts the file property Document Number Document.DRAW.DOKNR in your original application file with the syntax {DOCPROPERTY Document.DRAW.DOKNR \* MERGEFORMAT} and pulls the document number of the DIR from the SAP system for it.

Save the original application file in the Office application.