Controlling Docs2Manage Using Other Programs - Parameters
Docs2Manage (D2M) allows other programs to pass parameters to control the software. These parameters control how D2M opens, views data, searches for records, or adds new records. Currently, the only known software with compatible with D2M is a contact management software by Chaos Software called !ntellect also know as Time and Chaos.
Find the file named "services.ini" in the !ntellect or Time and Chaos software install directory (usually C:\Program Files\Chaos Software\Intellect or C:\Program Files\Chaos Software\Chaos #). This file stores how !ntellect or Time and Chaos will pass parameters to D2M. Open this file in a text editor and look for the following section:
!ntellect and Time and Chaos 7.0
Parameters="NCV" "X" "X" "'FUNC=InsertIfNotFound','DOCFOLDER=«6» «1»','IMPORTANCE=«2»','DAYSOFHISTORY=365','VIEW=Best','ISMAXIMIZED=False','SupressComboMsg=True'"
Older versions of Time and Chaos
Parameters=NCV X X 'FUNC=InsertIfNotFound','DOCFOLDER=«6» «1»','IMPORTANCE=«2»','DAYSOFHISTORY=365','VIEW=Best','ISMAXIMIZED=False','SupressComboMsg=True'
The « and » surround !ntellect or Time and Chaos fields. These fields are filled in based on the current contact record you are on in the software. Refer to the "fields.ini" file to retrieve the field number that corresponds with the field(s) you want to pass to D2M. For example, «6» is first name and «1» is the last name, so «6» «1» is the full name.
D2M Parameters and Commands
The first parameter controls the splash screen. The possible values with the effects in parenthesis are
NCV (hide the COMvantage splash screen to give the effect that D2M is part of the application calling D2M)
CV or any other value (shows the normal splash screen)
The second parameter are always set to X (used for internal purposes).
The third parameter is the language Docs2Manage will use. Set this value to X or Default to ignore this setting. This parameter can be set to one of the following languages:
The fourth parameter controls the core of what D2M will do. Each sub-section of this section of parameters should be surrounded by single quotes, separated by commas, and the equal symbol separating the command from the value. The commands are listed below in bold and underlined and the values are italicized with the effects in parenthesis.
1 (D2M default - opens D2M to the first or primary database connection)
2 (opens D2M to the second or secondary database connection)
Any valid numbered database connection
SEARCH (D2M default - searches based on the criteria fed via other parameters - no action if search finds no records)
INSERT (inserts based on the criteria fed via other parameters - does not search first)
INSERTIFNOTFOUND (recommended - works like SEARCH value, but inserts if search finds no records)
FORM (D2M default - always brings up D2M in form view mode)
GRID (always brings up D2M in grid view mode)
BEST (recommended - if the search returns one or no records then from view, if more than 1 record then grid view)
FALSE (D2M default - does not automatically pop-up document pages form after successful search)
TRUE (automatically pops-up document pages form after successful search)
FALSE (D2M default - if the new value being inserted in a field that is defined as combo will ask for confirmation to add to combo value list)
TRUE (recommended - assumes new combo values will be added to list of values for future use)
TRUE (D2M will open maximized)
FALSE (recommended - D2M will open as window giving the appearance of being part of the calling program)
Database field to be searched (or inserted)
KEYWORDS (this searches all fields and OCRed data for words separated by spaces. Follows search options on search screen. For searching only - will not be used as insert values.)
DAYSOFHISTORY (this create a date range based on the DATEOFDOC. For searching only - will not be used as insert values.)
DAYSINFUTURE (this create a date range based on the DATEOFDOC. For searching only - will not be used as insert values.)
DATESTART (beginning date used based on the DATEOFDOC. For searching only - will not be used as insert values.)
DATEEND (ending date used based on the DATEOFDOC. For searching only - will not be used as insert values)
DATEOFDOC or 1 (date used to insert in the DATEOFDOC field - not used for searching)
DATEENTERED or 2 (date used to insert in the DATEENTERED field - not used for searching)
IMPORTANCE or 3 (search and/or insert field)
DOCFOLDER or 4 (search and/or insert field)
DOCSOURCE or 5 (search and/or insert field)
DOCENTITY or 6 (search and/or insert field)
DOCTYPE or 7 (search and/or insert field)
DOCREF or 8 (search and/or insert field)
DOCTREE_ID (Unique value given to each node in Document Explorer. For searching and/or inserting values.)
DOCTREENODENAME (This first search the Document Explorer folders to see if the given folder name is unique. If not an error is displayed, but if it is unique then it is used for searching and/or inserting values.)
TIP: If you are not sure what the underlying field name or number is, switch to D2M's form view, click and set focus on the desired field in question, and press the <F12> key. D2M will display the underlying field name and field number. It is preferred to use the field number rather than the field name, since application parameters can only be 255 characters in most Windows operating systems.
Example: Test the use of application parameters with the desktop short-cut to D2M. Right-click the D2M program short-cut, choose Properties, click on the Target text box to set focus, go to the end of the path and add a single space and the following:
NCV x x 'DOCFOLDER=Thomas Zander','KEYWORDS=skylight yard','DATESTART=10/6/1990','DBNUM=2','SUPRESSCOMBOMSG=True','FUNC=INSERTIFNOTFOUND','VIEW=BEST'
This should open up D2M to the real estate example database and find the appropriate record.