› User interface › Forms › Toolbox › Advanced controls › TCM control › Configuration of a TCM control › Compose mode

Compose mode

Use the following procedure to configure the TCM control in a compose mode.

  1. In the properties panel of the TCM control, click the Configuration tab.
  2. For Mode of operation, select Compose (default).
  3. Under Initialization, configure the following properties:
    1. TCM instance: The TCM instance to use.
      All projects available within the selected TCM instance appear on the TCM project list.
    2. TCM project: A TCM project to use.

      Based on the selected TCM project, the Documents template list is populated.

    3. Store pack: Holds the pack (zip file) from TCM in TotalAgility.
    4. Tracking ID (optional): A global variable, form variable, form field, or an inline value such as JobID or Case Ref, to track the activity in the TCM logs on the TCM server if an error occurs.

      You can only use alphanumeric characters for Tracking ID.

    5. Type: A template type. Available options are:

      • Document pack template: Includes one or more templates from a pack in the project. When you select a pack, all the documents within the pack become available. You can select and generate multiple document templates.

      • Document template: A document template.

      • Letterbook: A collection of document templates. Letterbook is only supported for TCM Interactive mode. At design time, you can assign a letterbook to the TCM form control. At runtime, you can select only one document template from the letterbook.

    6. Output type: The document output type.

      TotalAgility supports the following formats: Word, PDF, Secure PDF, PDF-A, and Secure PDF-A.

      To review documents, you must have a PDF reader such as Adobe Acrobat Reader installed on your system, along with an add-on for your browser.

  4. Configure the control to perform Distribution.
    1. Under Distribution, configure the control to perform distribution.

      Distribution is not supported for a cloud deployment of TCM, and an error appears if an unsuitable TCM instance is selected.

      All documents in the pack are sent to the TCM server and the TCM server performs the distribution.

    2. On the Distribute mechanism list, select a mechanism to distribute documents.

      • Archive: The TCM server sends the documents to archive storage configured within the TCM server.

      • Email: The TCM server distributes the documents through email.

      • Portal: The TCM server posts the documents to a Web portal so that recipients can view them online.

        An email with a URL to access the documents, is sent to the user who must logon to a secure portal to view the documents.

      • Print: The TCM server sends the documents to a printer so that they can be printed.

      TotalAgility does not support SignDoc for the TCM control.

    TCM uses scripts to perform the distribution. The scripts are custom written and are shared across projects. The only way to pass data into the script is through the concept of metadata. This is a set of key/value pairs.

  5. To configure the metadata, do the following:
    1. Click .
    2. Enter a Key name (free text).
    3. In the Value field, select a variable (global or form) or form control or click and enter an inline value.
    4. Click Add. The key-value pair appears in the table.
  6. Save or release the form.

See also: