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 Additional Data for a Document

Use

The fields on the Basic data screen of a document can be extended. For example, you may be required to make entries for size for certain documents. This data that is in the document info record can be added using classes and their allocated characteristics.

Prerequisites

You must perform the following in the classification system:

  • Create a characteristic for each additional field you require. For example, the characteristics LENGTH and HEIGHT.

When you define the characteristics, for example, you determine how the characteristic is displayed, the data type, and the allowed values.

  • Create a class with a class type for documents. For example, create the SIZE class for the standard class type 017.

Enter the characteristics for the class, for example LENGTH and HEIGHT characteristics for the SIZE class.

Features

The characteristics of the class appear as additional fields for all documents of this document type.

Maintenance is done on different tab pages. The description of the class is generated as a head for the tab page. For example, in addition to the standard you see for all the documents of the document type MAD tab pages with additional fields for LENGTH and HEIGHT . These can also be maintained.

Note Note

If the class is part of a class hierarchy the fields of all superior classes are displayed within a class hierarchy.

End of the note.

Activities

The settings for the additional data are made in Customizing Document management ; under Start of the navigation path Control data Next navigation step Define document type Next navigation step Detail screen End of the navigation path .

  • Allocate a class type and a class to the document type .

  • It is not necessary to make an entry in the field Display for additional data at this stage of development because display is supported on the tab page.

Example Example

For example, for the MAR document type, enter the standard class type 017 (document management) and the SIZE class. LENGTH and HEIGHT are allocated to this class.

You can maintain the tab pages Length and Height for all documents of the document type MAR.

End of the example.