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.
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.