Auto-Appending to Existing Documents

Auto-append allows administrators to define the behavior of a document that is saved a second time. The new document can be added to the existing one or it can replace it.

Once the feature has been configured in the Therefore™ Solution Designer, users will be informed during data entry that the document already exists and which auto-append configuration is active.  If required, the user can then override the default auto-append setting before saving the document.

Configuring the auto-append feature

1. On the category for which the auto-append is being configured, open the context menu, and choose Properties. Open the 'Auto-Append' tab in the Properties dialog.

2. Select the auto-append mode. The default setting is Automatic: auto-append automatically activates if the category has a unique index field.
   

3. On the table, select which index fields should be used to check whether the new document matches an existing document. When finished, press OK to save the settings and then save the category. When a document is saved to Therefore™ with the same unique identifier, Therefore™ will populate all other fields with the data from the existing document.

4. In addition, while adding the index data, there will be an auto-append tool bar at the bottom of the dialog. The user can then change the default auto-append action by selecting the drop-down box and choosing a new setting.
   When the user clicks Save, and the confirm icon is active, the new document will be opened in the Therefore™ Viewer for user check-in.
   When it is deactivated, the document will be saved without being opened in the Therefore™ Viewer. The initial setting is active, but when a user changes this, the new setting will be retained for the current user. It is also possible to view the existing document in the Therefore™ Viewer and also to undo the auto-append in the event that the index data was mistyped.