Infor Pathway

UX Client

Recommended for all new deployments.

Required for Pathway to EDMS solutions using GENCON model, and single tenant SaaS deployments.

Pathway Agent must be installed with COM API.

Smart Client

Thick Client

Legacy. Not recommended.

Database Name

The name of the Pathway Database to connect to.

Use GENCON Driver

This should be checked when Pathway server is configured to use GENCON driver for EDMS integrations, otherwise unchecked if using the legacy TRIMCO connector.

AutoLoc

Search for existing pathway names within Content Manager using the pathway key (e.g. CNA/CNAIDTY/17023). If no match is found a new location is automatically created within Content Manager with the pathway key as the ID Number and any other properties applied to it.

All names passed into this field are added as contacts to the upload document. These contacts are what populates the items in the Pathway Name Management form as per the below screenshot.

The Pathway Choose NAR Link For HP TRIM browse option can be used on a KFI field to select Pathway Names as per below screenshot.

This browse options returns the pathway keys as the display value, and the specially formatted value for use with AutoLoc upload field as the hidden value. The Contact Type (e.g. Author) is also included in the hidden value and is used to determine the type of contact when added to the upload document in Content Manager.

Note that multiple names can be joined using the delimiter |||.

IdNumber||CNA/CNAIDTY/17023||Surname||Smith||GivenNames||ANDREW ||Type||Person||DOB||||STREETADDRESS||Victoria Street INFORTOWN NSW 2151||MOBILE||0423154234561||EMAILADDRESS||||ContactType||Author

Create Related Records

Searches for existing pathway links within Content Manager using a pathway key (e.g. LPA/LPAPROP/12345). If no match is found a new link record is automatically created within Content Manager with both the pathway key and description populated.

All links passed into this field are added as related records to the upload document. These related records are what populates the items in the Pathway Link Management form as per the below screenshot.

The Pathway Browse Links browse option can be used on a field to select Pathway Links as per the below screenshot.

This browse options returns the specially formatted value for use with Create Related Records upload field as the display value, and the pathway key as the hidden value. The NAR Link Record Type determines the type of record that will be used when creating new links within Content Manager.

Note that multiple links can be joined using the delimiter ##.

LPA/LPAPROP/140202||_Pathway Link||||Pathway Primary Key::LPA/LPAPROP/140202||Pathway Container::||Pathway Description::2-GAR, 2 Victoria Street, INFORTOWN NSW 2151##LPA/LPAPROP/169580||_Pathway Link||||Pathway Primary Key::LPA/LPAPROP/169580||Pathway Container::||Pathway Description::2B Archer St, INFORTOWN NSW 5000

Pathway Link

This field is for display purposes only and usually contains the description of the default pathway link.

Consider populating with the description of the first pathway link that the user selected in KFI.

2-GAR, 2 Victoria Street, INFORTOWN NSW 2151

Pathway Name

This field is for display purposes only and usually contains the name of the primary pathway name.

Consider populating with the name of the first pathway name the user selected in KFI.

Andrew Smith

Pathway Primary Key

The key of the primary pathway link.

Consider populating with the key of the first pathway link the user selected in KFI.

140202

External Object ID

The identifier of the external object in EDMS that the names in Pathway will be linked to.

We recommend the following formatted date placeholder <<NOW(nnddhhnn)>> be used for TRIM/Content Manager to generate a unique identifier and to ensure consistent behaviour with the Kapish Pathway integration.

Otheriwse, consider using the document id placeholder <<S15>> to pass through the document identifier returned from the previous upload in the upload chain. Assuming the previous upload targets an EDMS that returns a document id or similar.

<<NOW(nnddhhnn)>>

or

<<S15>>

NAR Role Type Code

The NAR role type code to register name links with.

This should always be CIF.

CIF

NAR Role Type Number

The NAR role type number to register name links with.

This should be:

• 1 when using TRIMCO connector in Pathway

• 2 when using GENCON (Generic Connector) in Pathway

2

Multi NAR Link

The primary key of one or more names in Pathway to link to the respective external object in EDMS.

Multiple items can be delimited using two pipes (||).

CNA/CNAIDTY/123||CNA/CNAIDTY/124

NAR Link 1 to 6

The primary key of a name in Pathway to link to the respective external object in EDMS.

CNA/CNAIDTY/123