Column: Document reference

Use this column to set up document reference filters. Document reference filters let you decide which of the referenced documents PLA 3.0 can use as source documents.

Note: For details on how to work with document reference filters, see the Document reference filters topic.

The following settings are available:


Setting	Description	Note
Name	Lets you set the name of the data table column that shows the referenced documents in the References editor.	Adapt the name if you require.
Column key	Displays the key of the column. PLA 3.0 uses this key to define a sort order based on this column.	You cannot change the key.
Edit mode	Lets you select an existing document or create a new document.	This setting is not supported in this context.
Update mode	When aggregating data, the update mode defines how PLA 3.0 adds references to source documents and how it updates the data provided by the referenced documents.	For details on how to use this setting, see the Document references topic.
Document type	Lets you reference documents of a specific document type only. For example, you can filter for Quantitative response assay documents or Dose-response analysis documents.	/
Template key	Lets you reference documents created from a specific template only.	For details on how to use this setting, see the Key-based filters topic.
Folder key	Lets you reference documents located in a specific folder only.	For details on how to use this setting, see the Key-based filters topic.
Allow subfolder	Requires referenced documents be elements of the specified folder or one of its subfolders.	For details on how to use this setting, see the Key-based filters topic.
Generator key	Lets you reference documents generated by a specific document only.	/
Document mode	Lets you reference documents of a specific mode only. The document mode determines the purpose for which you can use a document. Three modes are available, that is, document, template, and PQ definition.	/
Document property filter	Lets you define document property filters. Use these filters if your source documents should have specific properties. For example, you can filter for signed or calculated documents.	For details on how to use this setting, see the Document property filters topic.
Section property filter	Lets you define section property filters. Use these filters if your source documents should have sections that meet the filter criteria. For example, you can filter for documents with a failed Control sample test.	For details on how to use this setting, see the Section property filters topic.