IBM DB2 Document Manager with IBM Records Manager Solution Guide

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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.

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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

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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

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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.