Field Definitions: Create and Send Data Sources Form

The following is a list of field descriptions for the PM Create and Send Data Sources form.Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Template Type

Press F4 to select the type of data source that you want to create. For example select PCO if you are creating a pending change order data source.

RFQs

There are two options that relate to RFQs:

  • REQQUOTE - Select this option if you are creating a data source that you want to use with the enhanced PM Request For Quote form that was created in the 6.7.0 release.

  • RFQ - Select this option if you are creating a data source that you want to use with the legacy PM Request For Quote - 6.6 form.

Related Information

PM Create & Send Data Sources

Create and Send - Overview

Document Object

Enter the document object name, up to 30 characters. This can be any name; however, you might consider using a name that easily identifies the table from which you want to extract information or the information you are trying to extract. For example, if you are trying to extract information located in the JC Jobs, your document object name might be "Job Master".

Note: Viewpoint provides all document objects that are required for the standard template types. These document objects are identified by a “Standard Document Object” label (in red) to the right of the object name, and cannot be edited or deleted.

 

PM Create & Send Data Sources

Create and Send - Overview

Object Table

Required.

Specify the table from which to pull the information. Must be a valid Vista table or user-defined table (i.e. udXXXX). Press F4 for a list of valid tables.

 

PM Create & Send Data Sources

Create and Send - Overview

Linked Object

Required.

Specify a valid linked object for this document object. Press F4 for a list of valid objects for the template type.

This linked object will establish the relationship between the document object and the object table specified below (i.e. how you are going to join the document object with the object table).

 

PM Create & Send Data Sources

Create and Send - Overview

Join Clause

The join clause defines the relationship between the document object's table and the linked object's table when creating the query statement for the template type.

In other words, it determines how the tables will associate records with each other by specifying a unique set of values that exist in both tables.

For example:

Template Type:

Submit

Document Object:

Contract Master

Linked Object:

Job Master (Linked Alias: b)

Object Table:

JCCM

Alias:

c

The object table for the Linked Object, Job Master, is JCJM (as defined when Job Master was set up as a document object). In order to establish a relationship between JCJM and JCCM to obtain the information we want, we need to create the following join clause (using the Alias to identify each table):

c.JCCo=b.JCCo and c.Contract=b.Contract

After you have defined document objects here, you can assign them to document templates to define the merge fields for your documents (IN Document Templates).

Alias

Required.

Enter up to 2 letters to identify the object table. Defaults a sequential value based on the template type and existing aliases.

The 'alias' must be unique for the template type. Press F4 to review the aliases already in use for the template type. You will typically want to select the next sequential letter available.

Note:

This alias, as well as the alias shown above for the 'linked object', will be used when creating the join clause.

 

PM Create & Send Data Sources

Create and Send - Overview

Joins

Display only.

This section is displayed when you access the Joins tab, and shows all of the joins defined for this document object. Joins are based on the information entered for the document object on the Info tab.

 

PM Create & Send Data Sources

Create and Send - Overview