The Related Documents area of the query results detail displays a list of documents that are reference documents that relate to the activity. The documents can be of any type, including a CAD image, a .WAV file, or a purchase order. For example, a Purchase Order activity will typically have a Purchase Order as a base document type. The list will contain a link to the purchase order.
Adding document references
The list of related documents is generated in one of two ways:
-
When you develop your tracking profile you include a Document Reference URL node in the activity tree and then map it from a source containing a reference pointer to the physical document.
-
Your integration developer programmatically populates the list by calling your custom application.
Defining the document reference using either of these methods adds a row in the <activityname>_References table with the document location.
If neither of these tasks has been performed, the Related Document area is blank.
Other Resources
Tracking Profile Editor