Customizing at Global, Application, and Business Entity Levels Customizing the Document Type Used For New Attachments

Configuring the Managed Attachments Solution 6-21

4. Return to the Managed Attachments page and click Refresh. The newly scanned

document or imported scanned image file should display in the list. It may take a few minutes to display.

6.7 Customizing the Managed Attachments Solution

This section describes methods of customizing the Managed Attachments solution. It covers the following topics: ■ Section 6.7.1, Customizing at Global, Application, and Business Entity Levels ■ Section 6.7.2, Customizing the Document Type Used For New Attachments ■ Section 6.7.3, Customizing the Content Server Profile Used ■ Section 6.7.4, Hiding or Displaying Managed Attachments Screen Buttons ■ Section 6.7.5, Customizing Scanning ■ Section 6.7.6, Customizing Managed Attachments Screen Images ■ Section 6.7.7, Customizing the Screen Style Sheet CSS Used ■ Section 6.7.8, Configuring Relationship Attributes ■ Section 6.7.9, Configuring Revision-Specific Mode ■ Section 6.7.10, Changing the Result Count ■ Section 6.7.11, Changing the Result Template ■ Section 6.7.12, Setting Default Columns ■ Section 6.7.13, Enabling the Paperclip with Attachments Oracle E-Business Suite Only

6.7.1 Customizing at Global, Application, and Business Entity Levels

You can customize settings at global, application, and business entity application+business entity levels in the preferences.hda file. For general information, see Section 6.3.3 . This setting enables you to configure a global value and then customize for specific business entities, as illustrated in Table 6–3 . Note: If you decide to cancel a document scan or import, you must close the Oracle Distributed Document Capture screen and return to the Managed Attachments screen and perform a new scan or import. This ensures that index values are properly set for attachments. Notes: You must restart the Content Server after modifying the preferences.hda file. You can add or delete application and business entity configuration entries as needed, but do NOT delete global configuration entries from the preferences.hda file. 6-22 Administrators Guide for Oracle Application Adapters for Oracle Enterprise Content Management

6.7.2 Customizing the Document Type Used For New Attachments

A Content Server document type is selected by default when users click the New button to attach and check in a document. Using preferences.hda settings, you can specify a different default document type. In addition, you can specify document types on a global, application, or business entity level. For example, you might want to check in all new documents for an expenses business entity using a custom document type geared toward expense attachments. Follow these steps. 1. On Content Server, create or modify a document type. For more information about document types, see the Content Server documentation. 2. In the preferences.hda file, add a new row in the AFEnvironmentConfiguration resultset. For general information, see Section 6.3.3 . 3. Insert an entry that identifies the document type to use as the default type for a specified business entity, where: ■ name: afDocType ■ value: document type key ■ dAFApplication: Application to which to assign this document type ■ dAFBusinessObjectType: Business entity within application to which to assign document type Example 6–2 sets the document type ExpenseClaimsType as the default type when users attach documents to the ExpenseClaims business entity within the PSFT_ Instance application. Example 6–2 Custom Default Document Type For Expenses Business Entity afDocType ExpenseClaimsType PSFT_Instance Table 6–3 Global, Application, and Business Entity Level Customization Level Customization Parameters Example Global Modify the appropriate resultset setting in the preferences.hda file. Specify: name value This entry sets the From Repository button to display globally for the adapter: AppAdapterRepoAttachBtnVisible true Application Copy and customize a resultset row, setting dAFApplication for the application. Specify: name value dAFApplication This entry hides the From Repository button in the EBS_instance application. AppAdapterRepoAttachBtnVisible false EBS_Instance Business Entity Copy and customize a resultset row, setting dAFApplication and dAFBusinessObjectType for the business entity. Specify: name value dAFApplication dAFBusinessObjectType This entry displays the From Repository button for the ExpenseClaims business entity only. AppAdapterRepoAttachBtnVisible true EBS_Instance ExpenseClaims Configuring the Managed Attachments Solution 6-23 ExpenseClaims 4. Restart the Content Server.

6.7.3 Customizing the Content Server Profile Used