Document type

With the Document type block, you can open data (keys) of selected document types. You can also use this block for opening a document type with a certain key.

The block can be accessed from the menu Settings | Documentation | Workflow Design by clicking the panel Design | PANTHEON Forms.

HINT This block is a key building block of the predefined eWorkflow Check document before VAT calculation.

Double-clicking the block Document type opens the Task edit form for defining workflow settings. For more information about the form, see the chapter Task edit.

For Document type block, you need to define the procedure by setting up the fields marked in red.

Assigned to

For the block to be executed correctly, you need to select the user for whom the block is to be executed. For example, you want the administrator to review non-included documents of a certain document type.

Document type

From a drop-down menu, select the document type from which you want to open data. The last entered document is opened, e.g. document type: 3000 – Sale. HINT To create a link to a specific element of the selected document type in the section below, you first need to click on the toolbar button Task edit (Create form). Once the link is create, all the buttons, reports, fields, etc. appear in the Link field.

HINT For more information on how to create a workflow with the Document type block, see a use case for the Document type block.