296 IBM DB2 Document Manager with IBM Records Manager Solution Guide
a. Select Graphics tab. Select Color to Red.
a. Select Participants tab.
b. Assign Reviewers role to the Assigned list in the right.
c. Click Apply to save the changes. Click Done to close the window.
6. Select Approve state, right-click and select Add route. An arrow will appear
from Approve as origin and you have to click over Approve to mark the
destination. The New - Item Lifecycle Route window opens.
a. Select Participants tab.
b. Assign Approvers role to the Assigned list in the right.
c. Click Apply to save the changes. Click Done to close the window.
7. Select Graphic tab. Change Current state text color to Red.
8. Click Apply to save the changes. Click Done to close the window.
Test your system: Sales Proposal life cycle
Now you can log on to the Document Manager Desktop as usrSale and test the
following Sales Proposal class functionality:
򐂰 Add documents.
򐂰 Route the documents through the life cycle.
8.2.8 Correspondence objects
In this section, we describe the Correspondence objects’ design and the
procedures to create them.
The following steps comprise the tasks required to complete this exercise:
1. “Create actions and dialogs” on page 297
2. “Create views” on page 301
3. “Create CVL lists and links” on page 302
4. “Create searches” on page 303
5. “Create item numbering” on page 305
6. “Create correspondence document class” on page 305
Note: If you cannot see the changes in your system, please check if the DM
Cache server is up and running. You can try stopping the DM Cache server,
restarting DM Cache server, and logging in again in the Document Manager
Desktop.
Note: The DM Lifecycle service must be up and running to route a document
through the life cycle.
Chapter 8. Basic Document Manager implementation 297
Create actions and dialogs
ZXY Technologies needs the Add Correspondence and Modify Correspondence
dialogs. The Add dialog box will be displayed to the user when the user tries to
add a new Correspondence document in the system. The Modify dialog box will
be displayed to the user when the user tries to modify an existing
Correspondence document in the system.
The following steps comprise the tasks required to complete this exercise.
1. “Create Correspondence - Add dialog” on page 297
2. “Create Correspondence - Modify dialog” on page 300
In the Designer, open Global - [Administrator] as before, open the Desktop,
and then click Actions and Dialogs to select it.
Create Correspondence - Add dialog
Click the New icon in the Designer title bar. The New - Action and Dialog
Configuration window opens. Perform the following steps:
1. Set the Name to Correspondence - Add.
1. In the Dialog tab, complete on the Dialog page:
a. Select the Display dialog to user option.
b. Set the Width to 700.
c. Set the Height to 500.
2. Click the Top Section tab and populate the Top Section page as shown in
Figure 8-36.
298 IBM DB2 Document Manager with IBM Records Manager Solution Guide
Figure 8-36 Correspondence: Top Section of Add Dialog Configuration
3. Click the Bottom Section tab and populate the Bottom Section page as
shown in Figure 8-37.
Chapter 8. Basic Document Manager implementation 299
Figure 8-37 Correspondence: Bottom Section of Add Dialog Configuration
4. Click the Options tab and configure the Options page with the options listed
in Table 8-16:
Table 8-16 Correspondence - Add action options
5. Click Preview. This displays a preview of the dialog. You can change the
window’s Width and Height option if you want to modify the dimensions.
6. Click OK to save the changes.
Option Value
Content index Yes
Content index - Display Dialog Option Yes
Keep local copy Yes
Keep local copy - Display Dialog Option Yes
Add to folder - Display Dialog Option Yes
Apply unique item numbering Yes
300 IBM DB2 Document Manager with IBM Records Manager Solution Guide
7. Under Correspondence - Add, expand Group. Click the New icon in the
Designer title bar. Add the groups:
–grpSales
grpServices
–grpMarketing
Create Correspondence - Modify dialog
Click the New icon in the Designer title bar. The New - Action and Dialog
Configuration window opens. Perform the following steps:
1. Set the Name to Correspondence - Modify.
2. In the Dialog tab, on the Dialog page:
a. Select the Display dialog to user option.
b. Set the Width to 700.
c. Set the Height to 450.
3. Click the Top Section tab and populate the Top Section page as shown in
Figure 8-38. Attributes eMailTrackNumber and Proposal Number must be
Disabled.
Figure 8-38 Correspondence: Top Section of Modify Dialog Configuration

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