Use the Document actions form to link scripts to a document action. If you are using a document management system, you will maintain and manage documents in that application. You use scripts to perform document actions in Isah. You select these scripts on the Edit menu of the Documents form or the linking form. Usually, the scripts will call the document management system to perform actions in that application, such as opening a document.
Scripts can be used for all document management methods. For example, you could specify that particular users are only allowed to read documents using a viewer. In this case, you disallow those users any rights to the Open document process, and use a script to call the viewer. You can select this script in the Action field.
By linking a document action to a particular document type, actions can be executed based on the script created for documents of this type. Scripts can be used to execute actions like creating a new document, or viewing and changing an existing document. Examples of document types to which you can link document actions are Microsoft Word and Excel documents.
The document action linked to a specific document based on the document type determines which operations ("document actions") can be performed. You perform these document actions on the Documents form. When you choose a particular document action from the Edit menu, the software will check the document type of the selected document. The software will then check which document action is linked to this document type. Lastly, the software will check which script has been linked to the document action, and executes the relevant script.
The script could start the appropriate editing program, increase the document revision code, and send a message to the document management system. On the Scripts form, you will find the standard script 'I0032', which you can use as is, or you may adapt it to your needs.