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  Selection Variants

Use

You create selection variants in the ERP back-end system as part of document management. In selection variants, you combine multiple selection criteria and save the search criteria in a kind of template.

The selection variants have an organizational function when they present the documents that have been determined, in the portal. The dynamic folder bundles all the selection variants together; the selection variants bundle together all document-based structures and documents that meet the selection conditions of the current selection variant.

Features

For the document manager, the system only evaluates the standard variants for the dynamic folder . Unlike the user variants, the standard variants can be used by all users.

For more information on how to proceed, see Definition of Selection Variants .

Activities

You create the selection variants in the back-end system as standard variants .

  1. In the menu for document management (CA-DMS), choose Start of the navigation path Document Next navigation step Find End of the navigation path .

    The Find Document: Selection Criteria screen appears.

  2. Enter the selection criteria on the various tab pages (for example, Classification , Object Links, Texts ).

  3. Choose the Save button with the quick info Save Selection Variant.

    The Save Selection Criteria dialog box appears.

  4. Enter a technical name and a description.

    Note Note

    Note that the technical name starts with the configured prefix. See Technical Description and Configuration Notes .

    Do not set the User-specific indicator.

    End of the note.

  5. Save the selection variant.