The configuration of a document mapping reference defines which attributes - such as an asset reference, a repair request reference, etc. - will be used to refine the document subset relevant to the chosen action button or tile location; only those documents where the intrinsic 'custom' value corresponds to the chosen record identifier will be returned. Multiple document mapping reference entries can be created to broaden the range of documents that are accessible via the specific Civica Cx Housing launch point.
The procedure to add a document reference to an iManage Work EDM integration service is as follows:
- Navigate to Quick Menu > System > Configuration > Integration Management. The Integration Management window is displayed.
- Expand the iManage document store subheading from within the nested EDM System classification structure and select an associated integration service from the alphabetical list (or enter its name into the Search Integrations field). By default the list is filtered to show Current integration services. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- Click on Document Management. The Document Management tab is activated, revealing all discrete document launch points configured for the integration service in the EDM Document Location summary table.
- Highlight the row matching the discrete launch point for which an associated mapping reference will be defined.
- Click on New Document Reference 2. The EDM Document Reference window is displayed.
- Using the Custom drop-down field, select the unique identifier for all externally held documents to be returned via this discrete launch point 3.
- Using the Cx related entity type drop-down field, select the specific focus area relevant to the internal mapping reference e.g. ASB Case.
- Using the Cx reference type drop-down field, select the specific data element to be mapped against the corresponding EDM property value e.g. ASB Case Reference, User Defined Field, etc. 4.
- Choose an Effective from date for this document mapping reference i.e. the date on which it came into effect 5.
- Choose an Effective to date if the document mapping reference is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the entry will be continually valid.
- Click on Save. The new mapping entry is displayed in the Document References summary table.
Note
1 The Search Integrations field will match against any element of the EDM service description.
2 This option is only activated on selection of an existing document location entry.
3 A Custom property is a bespoke labelling convention used to identify and track individual documents held within iManage Work.
4 Only valid reference types matching the selected focus area will be available for selection.
5 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
iManage Work EDM integration management overview
To add a document location to an iManage Work EDM integration service
To create a new iManage Work EDM integration service
