Use the Archive Key Fields tab to identify the key fields in the contracts used to generate the archive contract document name. For example, if the Archive Key fields are (in order) Contract Code, Contract Year and Employee Name, then the document name generated is TEACH_2021_SMITHMARY.
To add the Archive key fields to the Archive Employee Contracts task:
Click the Archive Key Fields tab to identify the key fields in the contracts used to generate the archive contract document name. For example, if the Archive Key Fields are (in order) Contract Code, Contract Year and Employee Name, then the document name generated is TEACH_2021_SMITHMARY.
In the Archive
Key Fields grid, click the Add
button to
add a key field to the grid. The Add/Edit Archive Key Fields page
appears.
In the Key
Field Type field, click the Drop-down
List button to
select the type key field. Your choices are:
Data Column to select from a predefined list of fields. The Data Column field displays.
Static Value to type the value to incorporate in the archive contract document name. The Key Field Value field displays.
If the Data
Column field is displayed, click the Drop-down
List button to
select a key field to use in the archive contract document name.
Or
If the Key Field Value
field is displayed, type key field value to use in the archive contract
document name.
In the Sort Order field, type the number that identifies the position of this key field in the document name. Leave this field blank to generate the sort order value for the key field.
Click the button to save the key field
record. The Archive Key Fields
grid displays.
Repeat steps 2 through 6 for each key field to include in the archived contract document name.
Optionally, reorganize the columns.
In the Archive Key Fields grid, click the row that contains the key field Value to be moved.
Click the Move
Selected Row Up icon to
move the key field Value
up one or more rows in the grid. Click the Move
Selected Row Down icon
to
move the key field Value
down one or more rows. The Order
number changes automatically when the Value
is moved.
When finished, click
the button.