316 IBM DB2 Document Manager with IBM Records Manager Solution Guide
Figure 8-48 RFP View Configuration window
3. Click OK to save your changes.
Create CVL lists and links
Create in the design a CVL List and a CVL Link to use for the RFP Search. This
list displays a predefined option list in the search dialog box to the user.
The following steps comprise the tasks required to complete this exercise.
1. “Create RFP CVL list” on page 316
2. “Create RFP Link” on page 317
In the Designer, open Global - [Administrator] as before, open the Desktop,
and open Cvls.
Create RFP CVL list
Select Lists and click the New icon in the Designer title bar. The New - CVL
Configuration window opens. Perform the following steps:
1. In the Name field, type RFP.
2. In the Type pick-list, select Standard.
Chapter 8. Basic Document Manager implementation 317
3. Add the value:
–RFP
4. Click OK to save your changes.
Create RFP Link
Select Links and click the New icon in the Designer title bar. The New - CVL
Configuration window opens. Perform the following steps:
1. In the Name field, type RFP Link.
2. Set Property drop-down list to Class.
3. Set CVL name drop-down list to RFP.
4. Set Default Value drop-down list to RFP.
5. Click OK to save your changes.
Create searches
In the Designer, open Global - [Administrator] as before, open the Desktop,
and then click Searches to select it.
Create RFP search
Click the New icon in the Designer title bar. The New Search Configuration
window opens. Perform the following steps:
1. Click the Properties tab and complete the Properties page:
a. In the Name field, type RFP.
b. Check the Save Search, Clear Search, and Load Search options.
2. Complete the Properties page:
a. Add the properties listed in Table 8-19.
Table 8-19 RFP search properties
Property Control Type Default Operator
Class Dropdown Equal
Customer Name Edit Contains
Customer Number Edit Contains
Proposal Number Edit Contains
eMail Track Number Edit Ignore
Request for Proposal
Number
Edit Ignore
318 IBM DB2 Document Manager with IBM Records Manager Solution Guide
It looks like Figure 8-49:
Figure 8-49 RFP Search Configuration window
3. Click the Library tab and complete the Library page:
a. Click Add. Select the CustomerData item type from the list.
4. Preview the dialog, and then close it.
5. Click OK to post the search configuration to the repository.
6. Add CVL Link: It will populate the Class drop-down list.
a. Select the RFP Link you have created in the previous step.
b. Drag it over CVL Link under RFP Search.
Date Received Date Ignore
Property Control Type Default Operator
Chapter 8. Basic Document Manager implementation 319
Create RFP document class
You need to create the RFP controlled class. Follow these steps:
In the Designer, open Global - [Administrator] as before, open the Desktop,
open Item Type, open the CustomerData item type. Select Classes and click
the New icon in the Designer title bar.
Create RFP controlled class
To create the RFP controlled class, do the following:
1. Populate the top section of the window.
a. In the Name field, type RFP.
b. In the Type pick-list, select Controlled.
2. Click the Triggers tab and complete the Triggers page as shown in
Figure 8-50:
Figure 8-50 RFP Class Configuration window
3. Click the Properties tab and complete the Properties page:
a. Select eMail Track Number from the Property drop-down list.
b. Select the Require entry check box.

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