You are able to create additional criteria to further customize your front page or list layouts. Two database tables are used for this purpose, namely BacoDiscussions and DocumentCorporateTags tables.
To create or edit a front page or list layout, function right 282 – Maintain layouts is required. By default, users with the Documents administrator and Web administrator roles have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
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The BacoDiscussions table is used to specify the document properties while the DocumentCorporateTags table is used the corporate tags attached to the documents. Within the tables, the different database fields can be utilized to customize the layouts.
The fields that can be used for customization include:
The ID of the assortment.
The text found in the body or attachment.
The category of the document.
The assortment version (from).
The assortment version (to).
The company’s division ID that is related to the document.
The ID of the document creator.
The full name of the creator.
The date the document was created.
The contents of the attached document in binary form.
The date the document is expected to be deleted.
The filename of the attached document.
The ID of the document’s main category.
The ID of the document in numbers. This is used by the user to identify a document.
The ID of the user that is linked to the document.
This identifies whether it is a mail merge-based document.
This identifies whether it is a document layout template.
The item code that is linked to the document.
The security level of the document.
The language ID of the document.
The ID of the person who last modified the document.
The date the document was last modified.
The type the document was published as. The following is used to represent the different types:
The HID of the main document, if the document is in reply to a main document.
The project code that the document is linked to.
The status of the document. The following is used to represent the different statuses:
The subcategory of the document.
The subject of the document.
The ID of the document’s type.
The version of the document.
The ID of the user who created the document.
The date and time the document was created.
The division code of the user.
The ID of the document that the corporate tag is attached to.
The version of the document that has corporate tag(s) attached.
The ID of the corporate tag.
The title of the tag that is attached to the document.
The ID of the tag that are attached to the documents.
Note: The DocumentCorporateTags table is used in Standard mode only. For more information, see Product Update 240: Streamlining Document Structure with Document Types.
To effectively execute the criteria, SQL operators can be used. These are divided into two types of operators, namely logical and comparison operators.
Logical operators are used to test for the truth of some conditions. These include:
TRUE if all of a set of comparisons are TRUE.
TRUE if both Boolean expressions are TRUE.
TRUE if any one of a set of comparisons is TRUE.
TRUE if the operand is within a range.
TRUE if a subquery contains any row.
TRUE if the operand is equal to one of a list of expressions.
TRUE if the operand matches a pattern.
Reverses the value of any other Boolean operator.
TRUE if either Boolean expression is TRUE.
TRUE if some of a set of comparisons are TRUE.
Comparison operators are used to compare whether the results of two statements, usually a value, are the same. These include:
> (Greater Than)
< (Less Than)
>= (Greater Than or Equal To)
Greater than or equal to
<= (Less Than or Equal To)
Less than or equal to
<> (Not Equal To)
Not equal to
!= (Not Equal To)
!< (Not Less Than)
Not less than
!> (Not Greater Than)
Not greater than
The following table lists possible examples and their expected results when using criteria to create front page or list layouts:
bd.CreatedDate > '01/01/2004' AND bd.NewsType = '1'
Lists documents created after 1 January, 2004 and appeared on the front page.
bd.JobLevel > '12' AND bg.UseHumResID = 2
Lists documents with security level higher than 12 and where resource ID is mandatory.
bd.JobLevel < '2' AND bd.Company IN ('063','065')
Lists documents with security level less than 2 and associated with divisions 063 or 065.
bd.LanguageID = 'NL' AND bd.Assortment IN (1, 6, 12, 16)
Lists documents written in Dutch and is related to assortments 1, 6, 12 or 16.
bd.HumResID BETWEEN 001 AND 050 AND bd.Assortment IS NOT NULL
Lists documents written by users with IDs between 001 and 050 and also where the assortment is specified.