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Feature Request: Global Database Management Area for Quick Fields.

posted on March 3, 2015 Show version history

I have a client that is setup with QF Document Classification and their session includes 9 different classifications. Each classification uses one or more real time lookup processes to fill metadata. All 9 actually look up against the same DB for at least one of the lookups.

Current situation: If a SQL password or user change is needed for that DB you have to go through all nine classifications one at a time and run the same wizard over and over until all are updated. That still needs to be done even after making the change to the ODBC profile.

Proposed: Can you make an area like Forms has where you can manage the database connectivity for all classifications that you have in the session? Then have us select the DB connection profile we want to use for each classification. Then when a global change is needed we can make it in one place and have it trickle down to all classifications that call for that lookup profile.

Thanks

John

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replied on March 5, 2015

Hi John, 

If you use the Windows ODBC for the lookups, then you shouldn't have to go into each classification, as the ODBC will reflect your updates in all the document classes that use it. If, however, you've set up direct connections, then the changes are encoded in the session and it won't be this simple, but Windows ODBC is the default. 

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replied on March 3, 2015

Another similar request is volume change. I have over 300 invoice classifications in one session and we file into a volume for the year. I have to go through each and every classification in order to change to the 2015 volume. Right now they are all set to 2011 since this is when the session was started to be created. I have to rum a workflow to change the documents to the 2015 volume. 

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