Attachment Rules
Attachment Rules
Attachment Rules
Program #: 1646
Module: Utilities
Overview
Use Attachment Rules (program #1646) to define the rules for creating entries in the Communication Log (program #1888) for document files.
Navigating to Attachment Rules
Use the following steps to navigate to Attachment Rules:
1. From the main SBN toolbar, select Menu.
2. From the drop-down menu, select Go To.
3. In the Go To Program dialog box, type in "1646" and press Enter.
w Attachment Rules opens.
The Attachment Rules Window
The following graphic shows Attachment Rules.
Field/Column Descriptions
The following table describes the fields and columns used in Attachment Rules.
|
Field/Column |
Description |
|
Index |
Line index number of the selected attachment rule. |
|
Description |
Text description of the selected attachment rule. |
|
Dealer ID |
Dealer associated with the selected attachment rule. (This menu originates from program #1537). |
|
Mode |
One-letter code that indicates which mode of the Communication Log (program #1888) entries for files with the selected attachment rule are created in. The following codes are for each Communication Log mode:
This code may also indicate the type of item the selected attachment rule corresponds to:
|
|
Input File Mask |
Input file attachment rule. Defines the required file syntax for document file names sent to SBN to have entries created in the Communication Log (program #1888). |
|
Output Folder/File Mask |
Defines the file folder for the selected attachment rule to be used as the storage location for document file names sent to SBN. |
|
Source |
Select a generating source code to enter in Communication Log entries for file names with the selected attachment rule. (This menu originates from program #1518.) |
|
Key 1 |
Select a code to enter in the Key 1 field of Communication Log entries for file names with the selected attachment rule. (This menu originates from program #1519.) |
|
Key 2 |
Select a code to enter in the Key 2 field of Communication Log entries for file names with the selected attachment rule. (This menu originates from program #1519.) |
|
Resolution Code |
Select a resolution code to enter in Communication Log entries for file names with the selected attachment rule. (This menu originates from program #1877.) |
|
Code |
Select a communication code to enter in Communication Log entries for file names with the selected attachment rule. (This menu originates from program #1517.) |
|
Key 3 |
Select a code to enter in the Key 3 field of Communication Log entries for file names with the selected attachment rule. (This menu originates from program #1519.) |
|
Key 4 |
Select a code to enter in the Key 4 field of Communication Log entries for file names with the selected attachment rule. (This menu originates from program #1519.) |
|
Send-To User |
Select a user to enter in the Send-To User field of Communication Log entries for file names with the selected attachment rule. (This menu originates from program #1501.) |
|
Send-To Department |
Select a department to enter in the Send-To User field of Communication Log entries for file names with the selected attachment rule. (This menu originates from program #1590/28.) |
Creating an Attachment Rule
Use the following steps to create a new attachment rule:
1. Choose New Record.
w The fields open for changes.
2. Enter details of the new attachment rule.
3. Choose Save.
Changing an Attachment Rule
Use the following steps to change an attachment rule:
1. Select the attachment rule you want to change by double-clicking on it, or choose Get Record.
w The fields open for changes.
2. Enter changes.
3. Choose Save.
Deleting an Attachment Rule
Use the following steps to delete an attachment rule:
1. Select the attachment rule you want to delete.
2. Double-click your selection or choose Get Record.
3. Choose Delete Record.
w A confirm dialog box opens.
4. Choose Yes.
w SBN removes the attachment rule from the list.
Button Functions
The following table displays the buttons, describes the shortcut keys, actions and functionality.
|
Button |
Name |
Shortcut Key |
Action |
Description |
|
|
Get Record |
alt+f1 |
1646/ 1 |
View details of selected record. |
|
|
Change Record |
f2 |
1646/ 2 |
Change selected record. |
|
|
New Record |
f3 |
1646/ 3 |
Create new record. |
|
|
Delete Record |
shift+f10 |
1646/ 4 |
Delete selected record. |
|
|
Select Record to Undelete |
ALT+F10 |
1646/ 5 |
Restore deleted record. |
|
|
Print Selected Records |
ctrl+f8 |
1646/ 6 |
Print displayed records. |
|
|
Previous |
f4 |
Scroll to previous record. |
|
|
|
Next |
f5 |
Scroll to next record. |
|
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Attachment Rules
The following table lists modifications and updates to the Attachment Rules document.
|
Mod Number |
Date |
Description |
|
n/a |
8/27/14 |
Images updated. |