Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Linked Content Files Screen

Use the fields and options to configure the Linked Content Files screen.

Contents

Field Description
Content Type

Enter, or click to select, the ID of the content type to be linked to the Costpoint record.

Content Type Description

This non-editable field displays the content type description.

Content File Name

Enter, or click to select, the name of the file to link to the Costpoint record. Use colons to separate the sections in the path (for example, CMS:Repository:Folder:Filename). After you save the record, only the content file name itself displays in this field.

Clicking displays the Content Management System (CMS) file names and their common properties including the CMS columns that you selected in the Lookup Position field on the Content Data Fields subtask of the Manage Content Types screen. Any queryable content data field can be used in the creation of a search condition.

CMS File Status This non-editable field displays the status of the attached CMS document:
  • OK: The document is accessible and viewable.
  • Locked: You do not have access rights to the document.
  • Error: The document does not exist in CMS or CMS is not accessible.
Modified This non-editable field displays the date and time when the link was created or modified.
Notes

Enter any notes related to the linked content file.

View

Click this button to view the selected file. You cannot view files over 10 megabytes in size.

When you click this button, Internet Explorer downloads the file from the CMS. After the download is complete, Internet Explorer opens the appropriate file viewer.

Scan

Click Scan for Costpoint to enter data from the selected content file into the record.

Note: This option is available if the Show Scan action button setting is turned on in the Manage Application/Content Links application.

The Scan button only displays in applications that are integrated with an ICR tool. Currently, only Manage Accounts Payable Vouchers in Costpoint Accounting supports the scan feature.

Subtasks

Subtask Description
Content Data Fields Click this link to open the Content Data Fields subtask.