Exact Synergy Enterprise

Advanced Criteria for Frontpage and List Layouts

Introduction

You are able to create additional criteria to further customize your front page or list layouts. Two database tables are used for this purpose, namely BacoDiscussions and DocumentCorporateTags tables.

Menu path

Go to Documents/Setup/Layouts/Frontpage and click on New or an existing layout. The criteria below are used in the Criteria section.
Go to Documents/Setup/Layouts/List and click on New or an existing list followed by Advanced. The criteria below are used in the Criteria section.

Roles & rights

To create or edit a front page or list layout, function right 282 – Maintain layouts is required. By default, users with the Documents administrator and Web administrator roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

There are no applicable buttons.

Description

The BacoDiscussions table is used to specify the document properties while the DocumentCorporateTags table is used the corporate tags attached to the documents. Within the tables, the different database fields can be utilized to customize the layouts.

The fields that can be used for customization include:

BacoDiscussions Table (bd)

Field	Description
Assortment	The ID of the assortment.
Body	The text found in the body or attachment.
Category	The category of the document.
Class_02_1	The assortment version (from).
Class_02_2	The assortment version (to).
Company	The company’s division ID that is related to the document.
CreatedBy	The ID of the document creator.
CreatedByFullName	The full name of the creator.
CreatedDate	The date the document was created.
Document	The contents of the attached document in binary form.
ExpiryDate	The date the document is expected to be deleted.
Filename	The filename of the attached document.
GroupID	The ID of the document’s main category.
HID	The ID of the document in numbers. This is used by the user to identify a document.
HumResID	The ID of the user that is linked to the document.
IsMailMerge	This identifies whether it is a mail merge-based document.
IsTemplate	This identifies whether it is a document layout template.
ItemCode	The item code that is linked to the document.
JobLevel	The security level of the document.
LanguageID	The language ID of the document.
ModifiedBy	The ID of the person who last modified the document.
ModifiedDate	The date the document was last modified.
NewsType	The type the document was published as. The following is used to represent the different types: 0 = Normal 1 = Frontpage 2 = Headline
ParentID	The HID of the main document, if the document is in reply to a main document.
ProjectNr	The project code that the document is linked to.
Status	The status of the document. The following is used to represent the different statuses: 10 = Draft 20 = Open 25 = Rejected 30 = Approved 100 = Archived
SubCategory	The subcategory of the document.
Subject	The subject of the document.
Type	The ID of the document’s type.
Version	The version of the document.

DocumentCorporateTags Table (dct)

Field	Description
CreatedBy	The ID of the user who created the document.
CreatedDate	The date and time the document was created.
Division	The division code of the user.
DocumentID	The ID of the document that the corporate tag is attached to.
DocVersion	The version of the document that has corporate tag(s) attached.
ID	The ID of the corporate tag.
Tag	The title of the tag that is attached to the document.
TagID	The ID of the tag that are attached to the documents.

Note: The DocumentCorporateTags table is used in Standard mode only. For more information, see Product Update 240: Streamlining Document Structure with Document Types.

Structured Query Language (SQL) operators

To effectively execute the criteria, SQL operators can be used. These are divided into two types of operators, namely logical and comparison operators.

Logical operators

Logical operators are used to test for the truth of some conditions. These include:

Operator	Meaning
ALL	TRUE if all of a set of comparisons are TRUE.
AND	TRUE if both Boolean expressions are TRUE.
ANY	TRUE if any one of a set of comparisons is TRUE.
BETWEEN	TRUE if the operand is within a range.
EXISTS	TRUE if a subquery contains any row.
IN	TRUE if the operand is equal to one of a list of expressions.
LIKE	TRUE if the operand matches a pattern.
NOT	Reverses the value of any other Boolean operator.
OR	TRUE if either Boolean expression is TRUE.
SOME	TRUE if some of a set of comparisons are TRUE.

Comparison operators

Comparison operators are used to compare whether the results of two statements, usually a value, are the same. These include:

Operator	Meaning
= (Equals)	Equal to
> (Greater Than)	Greater than
< (Less Than)	Less than
>= (Greater Than or Equal To)	Greater than or equal to
<= (Less Than or Equal To)	Less than or equal to
<> (Not Equal To)	Not equal to
!= (Not Equal To)	Not equal to
!< (Not Less Than)	Not less than
!> (Not Greater Than)	Not greater than

Examples

The following table lists possible examples and their expected results when using criteria to create front page or list layouts:

Example	Expected result
bd.CreatedDate > '01/01/2004' AND bd.NewsType = '1'	Lists documents created after 1 January, 2004 and appeared on the front page.
bd.JobLevel > '12' AND bg.UseHumResID = 2	Lists documents with security level higher than 12 and where resource ID is mandatory.
bd.JobLevel < '2' AND bd.Company IN ('063','065')	Lists documents with security level less than 2 and associated with divisions 063 or 065.
bd.LanguageID = 'NL' AND bd.Assortment IN (1, 6, 12, 16)	Lists documents written in Dutch and is related to assortments 1, 6, 12 or 16.
bd.HumResID BETWEEN 001 AND 050 AND bd.Assortment IS NOT NULL	Lists documents written by users with IDs between 001 and 050 and also where the assortment is specified.