StatusAction

• SignNemIdActionStatus
• SignNemIdActionStatusGenerator
• ChangeParentStatusAction
• Set Date On Status

SignNemIdActionStatus

What it does

1. Send a document from a document field to signing with NemID.
2. The user will be notified via email containing a link for where to sign the document
3. When signing a document is generated including a NemID signature
4. After signing the documents saved in the same field carrying the postfix _signed

How to set up

Add a status action and set the codeunit Classname to: dk.tempusserva.signing.nemid.SignNemIdActionStatus

Set the following entity configurations

• Signer.FieldFil Field NAME containing the file to be signed
• Signer.FieldFilID Field ID containing the file to be signed
• Signer.FieldEmail Field NAME containing the email of the signer
• Signer.FieldCPR Reserved for future use (specify any field)
• Signer.ServerToken Code to connect to the server (ask your TS contact)
• Signer.StatusError StatusID to set on the data if failed
• Signer.StatusSigned StatusID to set on the data if succes
• Signer.EmailSubject Header on the email sent to the signer
• Signer.EmailBody Content of the email sent to the signer

Developer info

• Type: CodeunitStatusaction
• Security: none
• Classpath: dk.tempusserva.signing.nemid.SignNemIdActionStatus

SignNemIdActionStatusGenerator

What it does

1. Generates a document based on a defined template
2. Send a document from a document field to signing with NemID.
3. The user will be notified via email. The message contains a link to where to sign the document
4. When signing a document is generated including a NemID signature
5. After signing, the document is saved in the same field carrying the postfix _signed

All steps after 1 are the same as SignNemIdActionStatus

How to setup

Add a status action and set the codeunit Classname to: dk.tempusserva.signing.nemid.SignNemIdActionStatusGenerator

Set the following entity configurations (same as SignNemIdActionStatus)

• Signer.FieldFil Field NAME containing the file to be signed
• Signer.FieldFilID Field ID containing the file to be signed
• Signer.FieldEmail Field NAME containing the email of the signer
• Signer.FieldCPR Reserved for future use (specify any field)
• Signer.ServerToken Code to connect to the server (ask your TS contact)
• Signer.StatusError StatusID to set on the data if failed
• Signer.StatusSigned StatusID to set on the data if succes
• Signer.EmailSubject Header on the email sent to the signer
• Signer.EmailBody Content of the email sent to the signer

In addition the following entity configurations must be set

• Signer.TemplateID What template to use to generate the output
• Signer.FieldID Field to store the output in
• Signer.FileName Name of the output file (ex. "contract.docx")

Developer info

• Type: CodeunitStatusaction
• Security: none
• Classpath: dk.tempusserva.signing.nemid.SignNemIdActionStatusGenerator

ChangeParentStatusAction

What it does

Changes the status of a parent record, once all siblings are in a given state(status).

First setup

Set the variables

• myParentField
• parentStatusID

How to invoke

Add a status action that invokes this codeunit.

Options

If the setup is unconventional you can overwrite the parent reference, using a config named "parentEntity" and you can include records in "hidden" states by setting "excludeHiddenStatus" to "false".

Configuration

All configs for this codeunit support adding ".[StatusID]" add the end of the config name, to set a specific value, for that status. Otherwise the codeunit will fallback to the config without ".[StatusID]" at the end.

Developer info

• Type: CodeunitStatusaction
• Security: none
• Classpath: com.tsnocode.codeunit.common.ChangeParentStatusAction

Set Date On Status

What it does

Sets one or more fields to today's date when the codeunit is run.

First setup

Create a Configuration on the entity named "SetDateOnStatus.[StatusID]", which contains the system name(s) of the field(s) to be corrected.
If multiple fields, separate with spaces.

How to invoke

Add the codeunit to a status action.

Configuration

[All possible configurations and where to edit them]

Developer info

• Type: CodeunitStatusaction
• Security: access to the record
• Classpath: com.tsnocode.codeunit.common.SetDateOnStatus