Attaching a Report to the Entity pointing to the Document

To create a document successfully, the user needs to create a report type ''document'' where a report item will be added.

1. Open FintechOS Studio.
2. Click the Main Menu icon at the top left corner.
3. Click Evolutive Data Core > Data Model Explorer. The Business Entities List page appears.
4. Search for the entity the user wishes to attach the document to. Double-click the entity to open its configurations.
5. Navigate to the Data Model where the attributes are.
6. At the top of the grid, click Insert.
7. Fill in the fields for the attribute where the documents will be stored.

   Field	Data type	Description
   Name	Text	Insert a suggestive name.
   Attribute type	Option set	Select from the from-down list, the File type.
   Display name	Text	Insert a suggestive name.
   Description	Text Area	Insert a suggestive description.
   Tooltip	Text Area	Insert a message to be rendered on the field when hovering over it.
   Table column name	Text	This field is automatically filled in.
   Restrict files number	Boolean	If true, then the number of files to be stored here is restricted to a specific number, e.g. 10578 documents.
   Maximum number of files	Whole number	If the boolean from above is true, insert the number here. If false, ignore this field.
   Required Level	Option set	Select where this attribute is required in a data form: none recommended required.
   Is readonly	Boolean	If true the field cannot be modified.
   Is securable	Boolean	If true, only the specific security roles are allowed to see it. For details, see Creating Security Roles.

   

8. Click Save and Close.
9. Navigate to Analytics.
10. Select Reports. The Reports List page appears.
11. Click Insert. The Add Report page appears.

    Field	Data type	Description
    Name	Text	Insert a suggestive name.
    Display name	Text	Insert a suggestive name.
    Scope	Option set	Select Entity.
    Type	Option set	Select Document.
    Entity	Lookup	Select the entity where the user inserted the attribute - type file.
    Output method	Option set	Select attach to entity.
    Destination field	Text	Insert the name of the attribute- type file- created earlier.
    Destination File Name	Text	It is the name of the folder in the server where the document will be downloaded.
    Report Document Type	Option set	Select PDF.

12. Click Save and reload. The Edit report page displays.
13. To match the documents processor with the report, navigate to the Report items grid. Click Insert to add an item.
14. The page Add Report item is displayed. Fill in the following fields:

    Field	Data type	Description
    Name	Text	Insert a suggestive name.
    Start date	Date	Select the date when the report item will start.
    End date	Date	Select the date when the report item will end.
    Report document	Lookup	Select from the list the document template created in this automation processor.
    Is default	Boolean	If the boolean is true, then the document template will be the default one for this report.
    Report	Lookup	It is automatically filled in with the name from the report.

15. Click Save and close.