Type

This field is used to define the type of data transferred to a metadata field of the ECM storage: Field, Metadata, Variable or Report option.

Master Table ID

The Master Table No. usually corresponds to the table no. of the table selected in the document definition header.

Table ID

To transfer data from a table other than that stored in the document definition header (General FastTab), you can specify the respective table no. here.

Source Field ID

This field contains the field ID of the selected field of the Microsoft Dynamics 365 Business Central table.

Source Name

This field contains the name of the selected field of the Microsoft Dynamics 365 Business Central table.

Mapping Code

An ECM mapping code can be stored in this field. (By using the assist edit you can test the compilation of mapping code and parameters.)

Parameter

Here you can specify a parameter that will be considered when mapping data. This field corresponds to the stored mapping code. (By using the assist edit you can test the compilation of mapping code and parameters.)

Processing Option Field Values

If more than one field are specified as the data source, the setting in this field can be used to define how to proceed with the data. Metadata is always transferred sequentially, i.e. the fields are populated in turn. If a field has been assigned two source fields, the setting in this field will define how to handle the existing field content when the field is populated for the second time. Either the data are combined in the field, or the second value overwrites the value that has already been entered in the field. The Loop option refers only to import document definitions.

ECM Repository/Library - Field ID

In this field you define to which ECM metadata field the data from Microsoft Dynamics 365 Business Central are assigned.

ECM Repository/Library - Field name

This field contains the name of the selected ECM metadata field.

Show Metadata Field

This field defines that the metadata field is displayed on the Assign file page.

Journal line Entry Field no.

This field defines in which field of the document entry table the data of the respective line are written.

Field name

This field contains the name of the document entry field.

Account Type

This field controls which content the Account Type field receives in the document entries table. The account type can only be specified for the Account no. or Journal line Entry Field No. 4 field name.

CRM Reference

Here you can select which field in the activity log entries to assign the field value of this line if a CRM Integration is used.

Transfer Value Process

This field is used to control exchanging information between the different document entries that belong to a process. An archived Microsoft Dynamics 365 Business Central document is placed into a journal prior to creating a document entry, so that it can be assigned a process. Prior to posting the document, other documents with the same archive document ID are searched for. The record of the pending document is then synchronized with the data of the recent document entry that is found in the verification run Monitor for Import. Synchronization is performed per metadata item according to the logic set here:

• Empty: There is no data transfer of document entries to journal lines.

• Supplement : If the corresponding field in the record of the journal lines is empty, it will be filled with the corresponding data from the document entry.

• Replace: Information in this field is always transferred to the journal lines regardless of whether or not data already exists there. Any data of the journal line that already exists is overwritten by the data of the document entry.

Mandatory Field for Entries

This option allows you to define the field of the document entries that are transferred to the data of the line as a mandatory field of the entries. For successful processing, the mandatory fields of a table must contain valid data.

You should enable this option for all fields that must contain data, particularly with definition lines for process numbers. If information is missing from a mandatory field in a record of the journal, the record cannot be posted for a document entry.

Metadata mandatory field

This option lets you define the field in the ECM storage to which the data of the line are transferred as a mandatory field. For successful processing, the mandatory fields of a table must contain valid data. If this open is enabled and the corresponding index field value is empty during export, the status of the archive queue entry will be set to Canceled with error 90.

ContentType Folder

This field is used to assign the Microsoft SharePoint folder to this content type.

ContentType Folder Field

This field is used to assign the Microsoft SharePoint folder field tor this content type.

XML Element

The XML element, XML attribute and XML node fields define embedding the field value within building an XML file (only when exporting an XML file for EASY Documents).

XML Attribute

XML Node

ECM Link Store Field No.

The ECM link store field no. and ECM link query fields are used to build a QuickView URL (when using former EASY Web).

ECM Link Store