Autoform DM Applications

Introduction

After the connection is established, the Autoform DM menu is added to the Lasernet module.

Click the dropdown menu to expand the list and select one of the following options:

• Autoform DM Applications

• Metadata (Autoform DM) template

Autoform DM Applications

On the Autoform DM applications page, you can create and manage your applications.

To create a new application, follow these steps:

1. Click New.

2. Enter a unique name containing up to 20 characters in the Application field.

3. Select an option from the Connection id dropdown menu. These are the connections configured in Lasernet > Setup > Connections.

4. Select an option from the Autoform DM application drop-down menu. These are the applications configured in Autoform DM that will be used in Dynamics 365 Finance and Operations.

5. If you wish to create another label, click the Label dropdown menu to show the Language text form. From here, you can create your own label:

Settings

The Settings section of the Autoform DM applications page enables you to configure which user or users can access the Autoform DM documents button.

Follow these steps:

1. Select an option from the Relation dropdown menu to specify who can access the Autoform DM documents button. This can be a specific user, a group of users, or all users.

2. Select an option from the User or user group dropdown menu to define the user or user group to which the relation option applies.

3. Select an option from the Menu location dropdown menu to define the location in Dynamics 365 Finance and Operations.

4. In the Thread field, enter the number of threads you are using in Dynamics 365 Finance and Operations to retrieve the documents in Autoform DM.

Autoform DM Keys

The Autoform DM keys section of the Autoform DM applications page enables you to configure whether or not different keys should be shown in the result and search fields.

Follow these steps:

1. Click Update to refresh the Key, Label, Type, System, Result, and Search columns and records from the Autoform DM configuration.

2. The Show column contains a dropdown menu with the following options:

• None: If selected, results and searches will not be shown anywhere.

• Details: If selected, results and searches will only be shown on the Details pane.

• Grid: If selected, results and searches will only be shown on the grid.

• Both: If selected, results and searches will be shown on both the Details pane and the grid.

Note

A colored band indicates the status of the document upload:

• Yellow = Loading

• Green = Complete

Toggle the Show preview button to Yes to display a preview of the selected document, if available.

Click Show to open the document in Dynamics preview form.

Filter results using the pane or QuickFilter field.