Document Relationship
The Document Central establishes crucial connections between documents as they traverse different areas. These document relationships play a role in visually presenting the interconnectedness of documents within the system, enhancing accessibility and comprehension. When a document undergoes processing, its related documents are displayed in the Document Central Factbox, offering valuable insights and facilitating efficient navigation throughout the system.
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The following actions are only available for users with Document Central - Admin permission. For Document Central - Users, the document search can be utilized to find documents and their related documents. For more information, see Document Search.
Viewing and managing a document relation
To see which areas are connected to this record for presenting documents from those areas the following steps are needed.
- Select an entry.
- In the Document Central - Dropzone Factbox, use the dropdown.
- Select Relation Management.
Navigating to a related Business Central record
To navigate to a related Business Central record, the following steps are needed.
- Navigate to the Document Central - Document Relation List via the Document Central - Dropzone Factbox.
- Select the document relation you want to navigate to.
- Use the action Show Source Record to open the card page of the source record, or use the Show Target Record to open the card page of the target record.
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The execution of the Show Source Record and Show Target Record actions are dependant upon the existence of the respective records. Therefore, if the selected record is no longer exists, these actions cannot be performed. Furthermore, it is required to ensure that the page card information is filled within the Document Central - Mappings.
Creating a document relation
In some cases you might want to connect different records manually, in order to show Document Central documents from that area. For the establishment of a document relation can be accomplished manually. To create a document relation, the following steps are needed.
- Navigate to the Document Central - Document Relation List via the Document Central - Dropzone Factbox.
- Use the action Add Source Relation or Add Target Relation.
- Choose which record to be related to the current record.
Deleting a document relation
To delete a document relation, the following steps are needed. This will remove the document relation, and it will no longer be shown in the Document Central - Factbox.
- Navigate to the Document Central - Document Relation List via the Document Central - Dropzone Factbox.
- Select the document relation you want to delete.
- Use the action Delete Relation.