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      Pathway2CM User Manual 1.7.2
      • 08 Jun 2023
      • 6 Minutes to read
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      Contents

      Pathway2CM User Manual 1.7.2

      • Updated on 08 Jun 2023
      • 6 Minutes to read
      • Contributors
      • Print
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      Article Summary

      OVERVIEW

      Most Pathway2CM functionality happens behind the scenes, without any direct interaction from the user. However, there are a few situations in which Pathway2CM interacts directly with the user:

      • Using the Document Management button in Pathway to view records in Content Manager related to a Pathway Business Object
      • Using the Role Details button in Pathway to view records in Content Manager related to a Name
      • Viewing Role Information of a Document Mgt. ? Generic EDMS Connector Role
      • Using the NAR Access external link to create, update or delete name role links
      • Using the Pathway Launcher external link on a location or record in Content Manager to Launch Pathway and show a related name or business object
      • Using the Pathway Customer Service Request external link on a record in Content Manager to Create a new Customer Service Request in Pathway
      • Using the Get Pathway Metadata external link to populate data from Pathway onto a Content Manager object

      DOCUMENT MANAGEMENT

      When the Document Management button in Pathway is clicked, Pathway2CM will display a Content Manager search window showing the result in Content Manager.

      This includes displaying any records within a container in Content Manager that have the primary key of the selected Pathway business object.
      image.png

      If the UseWebClient option is set to true, the CM Web Client is displayed instead:
      2023-04-06_11-00-21.png

      ROLE DETAILS

      When a Document Mgt - Generic EDMS Connector role is selected and the Role Details button is clicked, Pathway2CM will display a Content Manager search window showing the results in Content Manager.

      Displayed in the results window will be any records that the name from Pathway is attached to.

      If no locations or more than one location are found in Content Manager that have the same Name Key as the Name in Pathway, a message will notify the user.
      image.png

      VIEWING ROLE INFORMATION

      When the user selects a Document Mgt Generic EDMS Connector Name Role in Pathway, information from Content Manager about each of the existing name roles of that type will be displayed in the Document Mgt Generic EDMS Connector window inside Pathway.
      Information is displayed in the following format:
      Pathway Name Key: {name key} External Key: {external key} {CM External Key Match or CM Name Key Match} Name: {name} URI: {uri} {Name Key Field}:{Name Key Value} Address: {Address} Phone Number: {Phone Number} Email: {email address}
      image.png

      NAR ACCESS

      NAR Access is used to create and delete name role links between Pathway names and Content Manager locations. It is also used to edit name metadata, which will then be reflected on the Content Manager location.

      USING NAR ACCESS

      1. Select a location in Content Manager and click on the NAR Access button to run NAR Access
        image.png

      The following window will be displayed
      image.png

      Note

      If the selected location does not have a name key set then only the Create Link button will be enabled.

      If the selected location has a Name Key set, then only the Update Location and Delete Link buttons will be enabled

      CREATE LINK

      1. Select a location in Content Manager
        image.png

      2. Click on the NAR Access button
        image.png

      3. When the NAR Access window appears, click on the Create Link button
        image.png

      4. The Pathway name search window will appear

      5. Perform a search and select a name
        image.png

      6. A name role will be created for the selected name, and the name information will be transferred to the selected Content Manager location.
        The details of the selected name will be displayed
        image.png

      UPDATE LOCATION

      Note

      Only the First name and Last name of the associated location is updated in Content Manager

      1. Select a location in Content Manager
        image.png

      2. When the NAR Access window appears, click on the NAR Access button
        image.png

      3. Click on the Update Location button
        image.png

      4. The Name Maintenance screen for the related name will open in Pathway. Update the name details and click on the Save button.
        image.png

      The updated details will be saved in Pathway and transferred to the selected Content Manager location.

      DELETE LINK

      1. Select a location in Content Manager
        image.png

      2. Click on the NAR Access button
        image.png

      3. The NAR Access window will appear

      4. Click on the Delete Link button
        image.png

      5. A confirmation window will appear asking if you are sure, to confirm the deletion, click on the Yes button
        image.png

      The name role will be deleted from the associated Pathway name. This only deletes name roles that were created using NAR Access, not name roles automatically created by Pathway.

      PATHWAY LAUNCHER

      Pathway Launcher is used to display Pathway name and business entity details related to Content Manager locations and records.

      USING PATHWAY LAUNCHER

      1. Select a location or a record in Content Manager
      Note

      The location or record must have a name key or business object primary key set

      image.png

      Or
      image.png

      1. Click on the Pathway Launcher button from the Ribbon in Content Manager
        image.png

      This will open Pathway and show the related name or business object in maintenance mode.
      image.png

      PATHWAY CUSTOMER SERVICE REQUEST

      Pathway Customer Service Request is used to create a customer service request in Pathway based on a Content Manager record and its metadata.

      Pathway Customer Service Request can be run in interactive mode or automatic mode. In interactive mode, the user will be taken to the Pathway customer service request creation window where they can enter the request details. When run in automatic mode, the request will be created without any further user input.

      Pathway Customer Service Request can only run in automatic mode if the selected record has a value set for the Request Type field, as this is a mandatory field for customer service requests.

      USING PATHWAY CUSTOMER SERVICE REQUEST

      1. Select a record in Content Manager
        image.png

      2. Click on the Pathway Customer Service Request button
        image.png

      If the Request Type field is set on the record, then the following window will appear, otherwise the customer service request creation window will open in Pathway.
      image.png

      INTERACTIVELY CREATE CUSTOMER SERVICE REQUEST

      1. Select a record in Content Manager and click the Pathway Customer Service
        image.png

      2. Click on the Pathway Customer Service Request button
        image.png

      3. The Pathway Customer Service Request window will appear, click on the Interactively Create Customer Service Request button
        image.png

      4. The customer service request creation window will load, including metadata passed from the selected record

      5. Fill in the details of the customer service request and click on the Save button
        image.png

      A new request will be created. If Pathway2CM is configured to create folders for requests, then the selected document will be moved to the folder created for the request.

      AUTOMATICALLY CREATE CUSTOMER SERVICE REQUEST

      This option is only available for records that have a value set for the Request Type field.

      1. Select a record in Content Manager and click the Pathway Customer Service
        image.png

      2. Click on the Pathway Customer Service Request button
        image.png

      3. The Pathway Customer Service Request window will appear

      4. Click on the Automatically Create Customer Service Request button
        image.png

      5. A new request will be created using metadata passed from the selected record. If Pathway2CM is configured to create folders for requests, then the selected document will be moved to the folder created for the request. The primary key for the new Customer Service Request will be displayed
        image.png

      GET PATHWAY METADATA

      Get Pathway Metadata is used to retrieve metadata from a Pathway business object and apply it to a Content Manager record.

      USING GET PATHWAY METADATA

      1. Select a record in Content Manager and click on the Get Pathway Metadata button from the Ribbon
        image.png

      2. The Document Management Module Selection window will open in Pathway. Select a module and click on the Select button
        image.png

      3. The Class Selection window will open.

      4. Select a class and click on the Select button
        image.png

      5. The Search window will appear. Perform a search, select the business object you're looking for, and click on the Select button
        image.png

      6. The metadata of the selected record will be populated with the metadata from the selected Pathway business object

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