Extender Script- Setup Notes/DML/Extender Tray Tab (I/M Options)

Select Extender Script Note Type -Alert Based on Extender Script (For further details on note type, view below)

Note: This requires the Orchid Extender module.

Select from

  • Note if you require alerts based on unstructured data, ie a free format text box as long as you want. (IM –Notes module only)

  • Infoset if you require alerts based on structured data, ie a list of optional field values. (IM – Supplementary Data module only)

  • Network Folder if you require alerts based on a list of files in a nominated network folder. (IM – Document Management Link only)

  • SharePoint if you require alerts based on a list of files in a nominated SharePoint folder. (IM – Document Management Link only)

  • Extender Script if you want to run an Extender script to generate content for the Note Alert Box (requires Orchid Extender module).

RotoID - unique id for each screen - Optional

RotoID is the Sage 300 unique screen ID for the Desktop screen. You only need to enter it if you want to restrict the Document/Notes to one particular Sage 300 Screen.

Leave the RotoID field blank If you want the note / Document to trigger for all Sage 300 forms which have the Field label specified. The alert will show as per its configuration.

Example: For example, if you want Vendor Invoices only to show on the Vendor Activity screen, you would fill in the RotoID of AP1500.

For details on finding the RotoID, refer to How to find the RotoID of a Sage 300 screen

Enter the field label from the Sage 300 screen which is to trigger the display of the Extender Workflow icons.

If the Field Label is entered with quotes, e.g. "PY", Information Manager will use the hard coded value in addition to the value set in the Second Field Label.

Important!

1. The same field may have different labels on different screens. See Example 1 below

2. The same field label may be used on the Header and Grid component of the same screen. See Example 2 below. Adding "F."to the field label forces it to use the field control and "G." forces it to use the grid control.

Examples:

1. In AR Receipt Entry there are two Document Number fields - one on the header and one in the grid. To force the tray to use the correct one, you should use "F.DOCUMENT NUMBER" for the screen label or "G.DOCUMENT NUMBER" for the grid field label. .

2. If you want the same list of documents to show on both the AR Customer Screen and the AR Customer Inquiry, you need to add two rows in the IM Setup\Options on the Notes/DML/Extender Tray tab. One for the Field Label “CUSTOMER NUMBER” and one for the Field Label “CUSTOMER NO.”

Enter the second field label from the Sage 300 screen which is to trigger the display of the Extender Workflow icons. If entered, then the document list will displayed for Field 1 = Field label and Field 2 = Second Field Label.

Second Field Label is optional and is configured in the same manner as the Field Label.

Extender Script Type

Browse to select the Extender script to be run to generate content for the Note.

Note: This requires Orchid Extender and the script must be imported into Extender. Refer to Extender Documentation for details.

The Field Label value is determined by how the Extender Script is configured.

Orchid sample scripts relate to Customers, so the Field Label should be set to CUSTOMER NUMBER

Parameters

Enter the parameters required to run the script if the script expects a parameter.

Configure how the Notes will be displayed in the Alert Tray.

Tip: The most common setup for Notes and Documents is Notification Method = None and Show Alert = Show Alert.

This option refers to the Information Manager Tray icon in the System Tray.

It is configured in I/M Setup > I/M Options > Notes/DML/Extender Tray Tab.

Select one of the following notification methods for the user to be notified if a note exists :

  • None – Choose if you want to use the alert box only

  • Change Tray Icon – to force the tray icon to go red if notes exist for the screen.
    If there are any notes in the system relating to the open screen will display as    

  • Blink Tray Icon – to force the tray icon to go red and blink if notes exist for the screen

  • Automatically pop up - to force the entry screen to open automatically . When used with an Info-set Note type, Open the associated data entry screen “Information Entry Grid” or “Information Entry” screen as configured in the “Open With Column”.

Note: If the note/document is not configured to Automatically Popup, you can use the Hotkey (F11 by default) to bring up the Alert Box to view / add notes and documents for the field/screen selected.