Context Menus and Menu Actions

Learn about document related context menus and menu actions.

The following document-related context menus and menu actions are available in UPDATE_DEFAULT.

M_Documents

The context menu used for the document info areas (D1, D2). For D3 the M_ExpandLinked_Delete context menu is used instead.

M_Documents contains the following menu actions:

M_NewDocumentLink

The context menu that is used in D3 sub-list headers, i.e. for the Document Links tab in the Related Data area of e.g. FI. M_NewDocumentLink is also configured e.g. as sub-menu of M_Appointments.

It contains the following menu actions:

  • A_NewDocumentLink_Local: Allows users to upload one or more local documents linked to the current record. For further details, see Uploading Documents.
  • A_NewDocumentLink_Existing: Allows users to link one or more existing documents to the current record.
Note: Uploading/creating multiple files is enabled in the Configuration info area (MC) (Documents category, Allow multiple file uploads / drag&drop option).

M_SelectDocument

The context menu that is displayed when clicking on the record selector icon displayed next to a document field, >> Document fields.

It contains the following menu actions:

  • A_SelectDocumentOpen: Opens a document saved in the Aurea CRM.Web database without check out.
  • A_SelectDocumentRecord: Adds an existing D1 document to the document field.
  • D_SelectCustomerDocumentRecord: Adds an existing D2 document to the document field. This menu action is only active if the record has a KP or FI record as parent. It is not available when in New mode since no parent record is available at that time.
  • A_SelectDocumentUpload: Uploads a local document to the Aurea CRM.Web database.

M_Documents_CheckedOut

The context menu used for the T3 records used to list checked out documents. For further details, see Document Check-Out/-In.

M_Documents_CheckedOut contains the following menu actions:

  • D_UndoCheckout
  • A_FromT3ToDocument: Navigates to document record of the checked out document.

If more than one T3 record is selected, the M_Documents_CheckedOut.MultiSelect menu is used. It only contains D_UndoCheckout.

M_Documents_Edited

The context menu used for the Checked Out Documents popup.

It contains the following menu actions:

D_Document_Edit

Checks out the selected document (D1, D2, D3) and opens it in it's default application. For further details, see Document Check-Out/-In.

The application used for opening documents is determined by the Edit association of the file type (defined in the registry).

D_UndoCheckout

Unlocks the document without uploading a new version.

A_DeleteDocumentEx

This is the standard menu action for deleting documents (D1,D2) and document links (D3) as defined in UPDATE_DEFAULT: It provides assistance to users when they are about to delete documents still used in other places.

A_Document_Open

Opens the document without check out.

A_Document_CheckIn

Checks in a new version of the document and removes the lock.