BC Document Layout

The Document Layout feature is used for adding fields to documents that, in turn, can be added to Lasernet reports.

These fields can come from tables in the documents attached to the report or from other tables if they are related to the document's table.

Access the Document Layout Page

1. Sign in to Business Central and select Lasernet Document Management from the dropdown menu. Alternatively, you can search for the Lasernet Document Management page.

2. Select the Document Layout tile.

Create a New Layout

In the Document Layout page, select one of the existing items or click the New button to create a new layout.

Document Layout Sections Breakdown

General FastTab

No.: Unique identifier for the document layout.

Description: Short description of the document layout.

Document Type: Identifies a document type for the layout. All documents are predefined Lasernet documents except for Custom Report. If selected, the Custom Report-related fields become accessible.

Last Modified Date: Indicates when the document layout was last modified.

Last Modified by User ID: Indicates who last modified the document layout.

Deactivated: Enables or disables the Dcument Layout.

Top DataItem Table No. / Top DataItem Table Name: Determines the table used as the Header table for the document. This is necessary to create relations between the tables and the document. For example, the Issued Reminder Header table is the top data item table for the Reminder document.

Report No. / Report Name: Determines the custom report that has been created for a particular document.

Sections FastTab

You can use the Sections FastTab to add tables to your document layout. Click the Suggest button to get the main tables and filters, to which you will only need to add fields.

Deactivated: Indicates whether that section is active or not.

Section Type: Indicates an option:

• Header (If you would like the information to be shown in the header).

• Line (If you would like the information to be shown on the lines).

Table No. / Table Name: Indicates the table from which you would like to get information.

Description: A short description of the layout.

Sorting Key No.: Can be selected among available keys for the table.

Sorting Key: The text value that represents the fields included in this key. These can include values such as Field No. or Field Name.

Sorting Method: Ascending or Descending within the key.

Sections Line Menu

Decrease Indentation: Decreases the indentation on the line to create a relation to the line above/below. This creates a parent/child relationship where indented lines are the children.

Increase Indentation: Increases the indentation on the line to create a relation to the line above/below. This creates parent/child relationship where parent lines have indented lines below.

Filters FastTab

The Filters FastTab allows you to build the relationship between the two tables.

It is possible to achieve three types of filtering:

Field Value: Select a Field from a table.

Filter String: Type in a manual Filter.

Filter String (Placeholders): Use a System Value as Filter.

Example

To build a relationship between the two tables, we create a composite key out of the Document Number and the Document Type. When combined, those two values should be unique to each record and, therefore, act as a foreign key. This solidifies our relationship between the two tables.

To add the content of the Item table to the Sales Line table, we will need to add it below the Sales Line table, then indent twice to make the Item table a child of the Sales Line table.

The following details will need to be added to complete the relations between the Sales Line and Item table.

Fields

When all your relations are created, you can add the fields from the tables. To add a new record to the Fields section, follow these steps:

1. Click the Manage button. 

2. Select the Add option. 

3. Fill out the appropriate fields for a new record.

Deactivated: Indicates whether that field is active or not.

Type: Field type option:

• Field Value (field from the table)

• System Value (choose a system value from the System Value dropdown list):

• User Id (User Id from the user that runs the report)

• Today (Current date)

• WorkDate (Current Workday from My Settings)

• Time (Time when the report is executed)

• Company Name (Company name)

• User Security ID (User Id from the user that runs the report)

• Translated Text

Description: The name of the XML node.

Field No.: Shows field number from the table.

Field Name: Shows the field name from the table.

Table Field Type: Shows the field type from the table.

System Value: Adds a system value to the XML file.

Format String: Change the Standard format for the field.

Translated Text: Add a label from Document Translation.

Default Format Id: Choose the format, for instance, Date.

Formula: Shows the formula from Default Format Id.

Skip if Empty: Remove the node from the XML file if the field has no value.

For more information on this topic, watch our feature video.