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Exact Configurator – Documents extension into SOI

Written by Michiel Dorjee on . Posted in Exact Synergy


As I mentioned in my previous post I would get back to how we would handle documents extension in Synergy Office Integration (SOI).

Once you have created a documents extension and installed the SOI that belongs to release 252 your fields will be avaiable in the document type that you have made the field optional or mandatory in.

When you open for example your outlook and select an email to be uploaded of this document type, you will see that the field is also optional or mandatory from the SOI.
SOI Add Fields















Within the SOI solution we encountered some limitations that we do support in the documents extension.
– Filtering in the browsers is not supported.
– Setting defaults is limited supported. You can not set a default with an expression or a reference. Of course this does work in the documents extension, but they will be ignored in the SOI solution.
– The fields in SOI have a specific display format, we can’t support all attributes that we do support in Synergy in SOI
– Four field types we were not able to support in this release in SOI: Image, Auto Increment, Sequence Number and Currency

We will work in the next release to getting this supported as well, but we didn’t want to postpone the release of documents extension for this.

Since Microsoft no longer supports Frontpage in versions later than 2007 we will also not support this in combination with configurations and SOI.

For our SDK developers that also would like to use the extension of documents and have it availabe in SOI you will need a Exact.PostInstaller.CSConfig.xml file. This file is already supplied by the configurator, but you can also create it yourself.
The contents of this xml file are quite simple and self explanatory for SDK developers.

Should you have any questions about this solution, do not hesitate to contact me at ruud.aalders@exact.com or add comments to this post.


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