Create and Connect a Document File to an Object Using a Drag-and-Drop Operation

Explanation

Use this activity to connect a document file to a business object using a drag-and-drop operation. This functionality is available in the Documents link in the Attachments panel and in the Document References window which can be opened by clicking More... on the Attachments panel.

Once you have dropped the file, enter the required document information and save. A document revision is created, the document file is connected to the document revision and copied into the document repository, and the document revision is connected to the business object.

Prerequisites

• A document class must exist
• A document type must exist.

System Effects

• A new document title with revision is created and connected to the current business object.
• The file is copied into the document repository.

Window

Document Revision
Document Revisions

Related Window Descriptions

Document Revision
Document Revisions

Procedure

1. Query for a business object in the window where you usually work with that type of business object or in a window from which you can connect documents.
2. Click the Attachments tab in the context pane.
3. Click the Documents link.
4. From the Windows Explorer (or similar) drag a document file and drop it in the Documents window. The Create New Document dialog box opens.
5. Enter a value in the Document Class field. Use the List of Values to select and enter a value in this field. This field is required.
6. You can enter a value in the Document Number field. If you don't enter a value, a document number will be generated and inserted when you click OK.
7. Enter a title value in the Document Title field or modify the current value.
8. Values are entered automatically in the other fields based on information from the file or from the document class. Click Create or Create and Edit to close the dialog box, create the document revision, connect the file to the document revision, copy the file into the repository, and connect the document revision to the business object.