Archive for April, 2007

ABC Documentum Customization - Part 2

ABC Documentum Customizaion - Part 2
The other simple customization you may do with the Application Builder this is

Manage attributes which were visible on the property mask

To do this edit selected type and navigate to “Display Configuration” tab. And just add attributes you want to see.

NOTE: That you need to manage visible attributes for each client scope, so Webtop and Desktop Client may have different set of visible attributes.
Application Builder - Display Configuration

Edit Info Tab Attributes

Also you may add more tabs to group attributes according to some logic.

Create Custom Tab

After these simple steps you will get the following results.

  • New Document
    Customized New Document
  • Properties - “Info Tab” with customized attributes
    Info Tab
  • Properties - Additional Custom Tab
    Custom Tab

Notice, that you make this job without single line of code!

Provide list of available values for the user

The other things you may do to be more attentive to your users this is provide them with a list of possible values. I write some about in Data Forest post. To do this you need to edit target attribute and navigate to “Value Assistance” tab.

Documentum Application Builder - Value Assistance

Several options available as a source for the available values.

Fixed List - this is the simplest way; it is suitable for the limited and non changeable values (e.g. Country regions, Time Zones, Object States, abbreviations). All you need in this case - just add each value in a single line.

Query - this option allow specify a query to populate list of values. If your user don’t need to edit list of possible values often you may use registered table in other case it is better to create a folder structure and populate values as a folder names or other attributes. Also with this way you may show value from one attribute (table field) but save value from other attribute. This is comfortale when you have list of abbreviations which is hard to remember, so you may show description, but store abbreviation itself.
Value Assistance - Query Definition

NOTE: For each option you may specify that list not complete, so in this case Webtop/Desktop will allow adding value different to values in the list, in other case this will be not possible.

Here is a template DQL to create a registered table in DB and Documentum. You may execute it with idql32 command line tool or with the Documentum Administrator DQL executer.

  1.  
  2. #Enable this lines if you run this script several times
  3. #execute exec_sql with query = 'DROP TABLE reg_invoice_type';
  4. #go
  5.  
  6. #this statement create table in the DB schema, note, that raw SQL used here, so this part dependents from DB
  7. execute exec_sql with query='
  8. CREATE TABLE reg_invoice_type(
  9. invoice_type varchar2(5),
  10. invoice_type_info varchar2(30)
  11. )'
  12. go
  13.  
  14. #Enable this lines if you run this script several times
  15. #unregister table reg_invoice_type
  16. #go
  17.  
  18. #register object in Documentum
  19. register table dm_dbo.reg_invoice_type
  20. (
  21. invoice_type char(5),
  22. invoice_type_info char(30)
  23. )
  24. go
  25.  
  26. #setup table permissions
  27. update dm_registered object set owner_table_permit=15 where object_name='reg_invoice_type'
  28. go
  29. update dm_registered object set group_table_permit=1 where object_name='reg_invoice_type'
  30. go
  31. update dm_registered object set world_table_permit=1 where object_name='reg_invoice_type'
  32. go
  33.  
  34. #fill table with values
  35. INSERT INTO dm_dbo.reg_invoice_type(invoice_type,invoice_type_info)
  36. VALUES ('T1','Loan Bill')
  37. go
  38.  
  39. INSERT INTO dm_dbo.reg_invoice_type(invoice_type,invoice_type_info)
  40. VALUES ('T2','Utility Bill')
  41. go
  42.  
  43. #test the values
  44. select * from dm_dbo.reg_invoice_type
  45. go

Wow, here is a result, now your uses for sure will not make any typo mistake.

Value Assistance - Webtop Property Mask

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To be or not to be

Dream

Doubt is very destructive power. Nothing can be built or finished if the doubt have place.

When the idea come to your head, your head is hot, you became to like this idea and direct your efforts to make this idea a reality. But … After some time somebody may say to you that this is probably not very good idea or even more that this is really bad idea… you start to think about it from the bad sides and see that idea is bad, you will see that it is not possible to sell the result like you imagine, or maybe nobody need this result, or it is very hard to get the result… So more probably you will stop move forward at all and will forget about your idea, your dream and lose the opportunity…

If you sail on the “Enthusiasm” caravel you may reach the goal and discover “New Land”, of course you will face with the reef’s and maybe lot of other danger but you will learn a lot from this voyage, even if you finally not reach “New Land” and it stay only a your dream forever.

Of course on the “Doubt” raft you will never face with the danger or reef, but the best you can do on it this is sail from one river bank to other and forget about the alluring horizon.

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ABC Documentum Customization - Part 1

ABC Documentum customization

Documentum is highly customizable platform, with a dozen of mouse click’s you may do many things which are often requested by customers. I will describe possible simplest but very often things you can do with the Documentum Application Builder (yep, I remember the times when it was named Developer Studio :) ) .

Object Type / Object Attribute labels

After you created an object type, which is indispensable for you business and added bunch of very useful attributes, you may want to give user-friendly labels to not shock the end user with something like abc_cat_invoice.

This is really simple, just double click on desired type or attribute and put there any label you want.

Object Type Label

Attribute Label

But remember you should modify labels for all locales supported by your application, so French speaking users will see labels in French and English speaking in English.

Choose Target Language

Also there is one more useful TIP. In the DAB view by default not show attributes of the base type, but your customers maybe don’t know what is “Title” or “Name” mean for the Invoice document. To change labels for this attributes select “List all attributes” from the View menu and change label for object_name or subject. Note: Do not change labels for the pure Documentum types, do that only under your type scope.
List All Attributes

Base Type Attribute Label

And not forget to check in your DocApp and restart Application Server.
So as you probably will got the following result

Result

Title picture from here

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