Filing Plan Add-on

enaio® editor 10.10 »

The filing plan add-on enters the indexing or parts of the indexing of other fields in the linked field and adds a counter, a '/' character, and the current year. The counter is always increased by the value '1', but it can be reset at certain points.

You define which indexing or part of the indexing of other fields to use in the configuration field on the Add-on tab.

Index data from other folder, register, or document types cannot be applied.

You assign the filing plan add-on to a register or document index data field.

The filing plan add-on on the search forms functions like a database catalog.

Select Add-on in the Catalog line of the properties window to create the Add-on tab.

Use the file selection dialog to select the axaddpid.dll file located in the enaio® editor installation directory and the administration components.

In the configuration field, enter the references to the fields from which data will be transferred.

You can select from two different types of indexing. Each format has a different structure.

Format with Reference to Folder/Register Indexing

Example: Customer-Order-5/02

The entries in the configuration field are structured as follows:

EXTRA00=Ordnername@Feldname,Startposition,Zeichenanzahl
EXTRA01=Registername@Feldname,Startposition,Zeichenanzahl

In the first row, you specify the reference to the folder in which the register or document should be created. You specify the field name of the field whose indexing is to be transferred, a start position, and the number of characters. The start position is the first character which is transferred; the first character has the position '0'. The number of characters specifies how many characters following the start position should be transferred.

Example: EXTRA00=Ordnername@Feldname,3,3

In the example, the fourth character is the first one to be transferred; it has the start position '3'. Altogether, there are three characters transferred: the fourth, fifth, and the sixth character.

If you specify an internal name insert a '%' in front and behind the internal name.

You should only use internal names in systems with multiple languages.

If you do not specify values for the start position, the default value '0' will be used for the start position and '3' for the number of characters will be used.

The entire indexing will be used if you specify '0' for the start position and '0' for the number of characters.

If you do not transfer characters from the folder indexing, enter the following: EXTRA00=unused

In the second row you specify the corresponding reference to the register field with the start position and the number of characters. If you do not transfer characters from the register indexing, enter the following: EXTRA01=unused

If you assign the filing plan add-on to a register field, only the indexing of a corresponding folder field can be transferred. The second row must specify EXTRA01=unused. If the add-on is assigned to a document field, it can only be executed when it is being newly created if the document is located in a register or if the second row is EXTRA01=unused.

If you want to regularly reset the counter, add the following entries:

EXTRAn=COUNTERTYPE='type'
EXTRAn+1=INITIALVALUE='Initial value'

For the type of counter enter one of the following:

  • 0 if the counter should not be reset,
  • 1 if the counter should be reset daily,
  • 2 if the counter should be reset monthly,
  • 3 if the counter should be reset yearly.

For the start value, specify a numeric value which the counter should be reset to.

If there are no counter entries, the counter will not be reset.

The number of digits for the counter is entered in this way:

EXTRAn=COUNTERWIDTH='digits'

If the object with the most recent counter number is deleted but is still available in the recycle bin, the default for the counter will not use this number, but the next higher number for the next object. You can change this rule by entering the following:
EXTRAn=Deleted=1
Then, when determining the counter number for a new object, the objects in the recycle bin will be ignored. However, if an object is restored from the recycling bin, two objects may have the same counter number.

The year format can be set with two or four digits:

EXTRAn=YEARFORMAT='digits'

As 'digits' you should specify '2' or '4'.

Number the entries on the Add-on tab consecutively, beginning with EXTRA00.

Format with Reference to Document Indexing

This format has to be assigned to a document index data field. You will need to specify the reference to a folder field, a register field, and a document field. The user has to create the document in a register.

Example: Cus-On-Ord-5/2000

The entries in the configuration field are structured as follows:

EXTRA00=Ordnertypname@Feldname
EXTRA01=Registertypname@Feldname
EXTRA02=Dokumenttypname@Feldname
EXTRA03=CROSSCHECKFIELD=Startposition,Zeichenanzahl

In the first row you determine the reference to the folder where the document is to be created. You specify the field name whose indexing data should be used. The first three characters from this field will be used.

In the second row you specify the reference to a register field. The first three characters from this field will be used.

In the third row you specify the reference to an index data field from the same index data form. Assign the property Controlled by crosscheck to the field from which the characters should be used. In the Crosscheck property dialog, specify the reference to the add-on field and the number '1' as the position.

For the document type field you can additionally specify a start position and a character number. This entry is optional; if you leave this field empty, the first three characters will be used. The start position for the first character is '0'.

This is followed by the entries for counter type, beginning value, and the ignoring of deleted objects. If there are no entries, the counter will not be reset.

If you specify an internal name insert a '%' in front and behind the internal name.