Properties of a Document set control
Configure the Document set control under the following tabs:
General
Use this tab to configure the general properties of a Document set control.
Name | Description |
---|---|
Type |
The type of the control. |
Name |
A unique name for the document set. |
Tooltip |
The supplementary information that displays on hovering the mouse over the control at runtime. |
Enabled |
Enables the control at run time. (Default: Selected) |
Security token |
Makes the information in the form secure. See Security tokens. |
Visible |
Makes the control visible at runtime. (Default: Selected) |
Session ID |
A Session ID validates and identifies the currently logged-on user. Session ID can be a global variable, form variable, or form control. |
Case/Job ID |
A Case/Job ID validates and identifies the case or the job. Select the required form field, form variable, a global variable, action or enter a dynamic value. The information displayed is based on property. |
Case reference |
A case reference that identifies the case. Select the required form field, form variable, a global variable, action or enter a dynamic value. The information displayed is based on property. |
Mode of operation |
Indicates whether the control should be shown with limited functionality and content for a customer. Available options are:
Based on the mode of operation, at runtime you can view the summary of documents (status of current documents) and also upload the outstanding documents that are required for completing the process. |
Upload document form |
The form to use when the user selects to upload a document. You can select a custom form that uses a Web Capture or File Upload control to upload a document to a document set at runtime. If not set, the TotalAgility DocumenViewer form is used for uploading a document. |