EditPurpose
To add or edit Master document groups to FileitSuite.
EditLocations Used
Document Groups, Roles, Users, Utilities
EditOverview
FileitSuite has a feature that allows you to search and view documents across several document groups. To set up this feature, a master document group must be created. It is basically the same as any document group except that it has cross links, or references, that link it to other document groups by specified fields in those document groups. For example, this feature is useful in cases where the user would like to view all the documents related to a particular invoice number. There may be related documents for this invoice number with the purchasing, shipping, and payables document groups.
The purpose of a master document group is to provide a way to specify fields that link related documents across various document groups. Master document groups cannot be used to upload, process, or search for documents.
EditAdd a Master Document Group
The procedure to add or edit a master document group is similar to creating a regular document group. Refer to the section "Document Groups" for more information on this topic. Once the Document Group Details page is displayed, be sure to place a check mark in the "Link Table" check box to indicate that this is a master document group. Define the fields for this group as a normal document group.
The Add/Edit Related Fields link on this page is used to define cross links between this master document group and other existing document groups. If you select this link when you first create this master document group, the fields in the resulting popup window will be empty. You must first save the master document group before values will be visible in this window.
EditCross Links
To define cross links for an existing master document group, make the menu selection Administration⇒Document Groups and click on the master document group name you wish to edit. From the Document Group Details page, click on Add/Edit Related Fields and a popup window will appear.
 Cross Links |
The Primary Key consists of two pieces of information. The first pull-down menu contains the name of this master document group. The pull-down menu below it contains the list of fields that have been defined for this master document group.
The Foreign Key also consists of two pieces of information. The first pull-down menu contains the name of all the document groups that have been defined for FileitSuite. The pull-down menu below it contains the names of all the fields that have been defined for the selected document group above it.
EditHow to Add a Cross Link
From the Related Fields popup window, select the field, or
primary key, for this master document group that you wish to create a cross link for. Then select a document group and one of its fields, or
foreign key, that you wish to link to the primary key. Select the ADD button to create the cross link. You can create as many cross links as you need. The popup window will be updated to display the cross links that you have added each time you select the ADD button.
 Cross Links |
To remove a cross link, simply click on the red circled “x” to the right of the cross link you wish to delete. Its name will be removed from the list. Click on the CLOSE button once you have completed defining the cross links for this master document group. The popup window will disappear and control will return to the Document Group Details page.
The Document Group Details page will be updated to display the cross links to the right of the window, just below the Pending Process List box:
 Cross Links |
The Document Groups page will also be updated to display the cross links if the “Link Table” checkbox is checked for that document group.
 Cross Links |