Configuring coach views for storing and viewing Enterprise Content Management documents

You can store and view documents on an ECM server from a client application, such as Process Portal, by configuring one of the documents coach views (Document Explorer or Document List view) and, optionally, a Document Viewer view.

1. Create a Human service.
2. Select a Coach from the palette and drag it onto the canvas. Enter an appropriate name for the coach and save your work.
   Tip: Do not select the Heritage Coach, which is used primarily with process applications.
3. Open the new coach and from the palette beneath Content, drag one of the documents coach views onto the canvas. If you also want to view documents in the coach, drag a Document Viewer view onto the canvas.
   Tip: If you do not see a Content section on the palette, select that section from the Filter list.
4. Document List view only. In the Document List view, configure the search service that targets your ECM server.
   1. Select the coach view and in the Properties section, click Configuration.
   2. Beside the Search property, click Select. From the menu beneath Ajax Service, select the ECM service that implements the search operation.
5. Select the other configuration options that you want for your implementation of the documents coach view that you are using to list documents. For more information about the configuration properties, see Heritage Document Explorer control and Heritage Document List control.
6. Create and set the data binding property for the documents coach view if you are using the Document Viewer view to display a document in the list. In addition, if you are using the Document Viewer view, you must set its data binding property to communicate with your documents coach view.
   1. Create the data binding property.
      1. On the Variables tab, click Add Private, and give the variable a name, for example, documentInfo.
      2. Beside Variable Type, click Select, and from the Business Objects list, select ECMDocumentInfo.
      3. Select Is List, and save your work.
   2. Set the data binding for the documents coach View.
      1. On the Coaches tab. Select the documents coach view on the canvas.
      2. On the General tab in the Properties view. Beside Binding, click Select > documentInfo (ECMDocumentInfo) (List), and save your work.
   3. Set the data binding for the Document Viewer view.
      1. On the Coaches tab. Select the documents coach view on the canvas.
      2. On the General tab in the Properties view. Beside Binding, click Select > documentInfo (ECMDocumentInfo) (List) > listSelected (ECMDocumentInfo), and save your work.
7. Test the implementation of the documents coach view by clicking the Run service icon in the upper right section of the page.
   

tw.local.cmisQueryString = "SELECT cmis:name, cmis:objectId ";
if (tw.local.photoCatagory) tw.local.cmisQueryString = tw.local.cmisQueryString + ", PhotoCatagory";
if (tw.local.photoSubject) tw.local.cmisQueryString = tw.local.cmisQueryString + ", PhotoSubject";
if (tw.local.photoLocation) tw.local.cmisQueryString = tw.local.cmisQueryString + ", PhotoLocation";
if (tw.local.photoDate) tw.local.cmisQueryString = tw.local.cmisQueryString + ", PhotoDate";
tw.local.cmisQueryString = tw.local.cmisQueryString + " FROM acpPhoto";

tw.local.testCoachRefresh = tw.local.testCoachRefresh + "XYZ ";