Aim 5.8 - Header Fields
ECM Toolbox AIM Module provides an Admin Screen to configure the capture, viewing and editing for the Header and Grid information. The Header and Grid information can be viewed in the Batch Indexing Screen and in the Workflow Task Screen. The Admin Module allows you to point and click to connect to a database that allows the users to quickly capture data.
Header Administration screen
Note: Always be sure to select the Workflow whose field properties you wish to extend via the “Show Details for Workflow” dropdown.
Header Field Settings
Refer to the table below for explanation of Header field settings
Workflow Field Name |
|
Width |
|
Autofill |
|
Dropdown |
|
Lookup |
|
Formula |
|
Default Value |
|
Autofill
This is the end user screen view. When the user selects the Autofill button the configure fields will populate the value based on the last record.
Dropdown
Workflow users are presented with a dropdown of choices. This is configured in one of two ways:
Pre-Defined List
A Dropdown Type of pre-defined list allows the administrator to type in a list of values to be used as dropdown choices.
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