Knowledge Library Link tab - Section dialog

Use this command to modify a link that updates the current document from your organization's knowledge library. To create a new link, access the Insert tab and click New Link.

Identification

The filename of the Knowledge Library document and the Section Label are needed. They are taken as a calculation to permit increased flexibility and automation.

Knowledge Library File name

Type or select the Knowledge Library document you want to insert. Click Browse to locate the file manually.

Two functions can be useful for specifying file names when creating templates with Knowledge Library links. If you want to place the Knowledge Library document in the library directory you can refer to it by the calculation: prgdir()+"library\filename.cvw". This will eliminate the need to hardcode an absolute path that would require modification if the destination document is moved to another system. Similarly, CLNTDIR() retrieves the path to the client directory.

Section Label

Select the name of the section you want to insert.

Options

Specify the appropriate actions to take when updating Knowledge Library Links.

Action When Different

Select to have CaseView automatically update any differences found or give you a summary first so that you can pause and select the differences to update.

Compare Differences

Select to compare the Knowledge Library document to the current document and summarize any differences.

Automatically Update

Select to automatically replace the contents of the current document section with the contents of the Knowledge Library document.

Save input values

Specify the appropriate action to take with any input values found.

Ask user

Select to ask user for action during the update. This allows the user to save selected values and delete others.

Always Save Values

Select to save all input values during each update.

Always Discard Values

Select to discard all input values during each update.

Copy section label to this section

Select to enable future updating of the Knowledge Library Link.

Allow deletion of this link

Select to allow users to delete the link or the link and the section contents. You can delete the link by, on the Document tab, clicking Remove or using the Remove Knowledge Library Link event. Selecting this option also enables CaseView to delete the contents of the section and replace it with new contents.

Note: This feature does not prevent users from deleting the content by other means, such as selecting the section and cutting or deleting it from the document manually. Permissions can be used to prevent deletion of sections yet allow for inserting of Knowledge Library links.

Update Immediately

Select to proceed with updating the Knowledge Library link immediately upon exiting this dialog. If this option is cleared, update the link manually by, on the Document tab, clicking Update.

Action if Library not found

Select the applicable actions you want CaseView to take if a Knowledge Library document is missing at the time of an update.

First prompt user for File Name

Select to enable the user to specify a new location for the Knowledge Library document. If the user cannot locate the Knowledge Library document, CaseView uses the option selected in the drop-down list.

Ask to remove

Select to ask the user to remove the Knowledge Library Link.

Leave current content

Select to retain the content of the current document even though the content cannot be updated due to a missing Knowledge Library document.

Remove current content

Select to remove the current content if the Knowledge Library document referred to in the current document Knowledge Library Link is non-existent.

Action if Section Label not found

Select the applicable actions you want CaseView to take if a specified section label is missing at the time of an update.

First prompt user for label

Select to enable the user to specify a name of the section to update. If the user cannot identify the section label, CaseView uses the option selected in the drop-down list.

Ask to Remove

Select to ask the user to remove the Knowledge Library Link.

Leave Current Content

Select to retain the content of the current document even though the content cannot be updated due to a missing section label.

Remove Current Content

Select to remove the current content if the section label referred to in the current document's Knowledge Library Link is non-existent.