The auto-rebuild feature keeps document compositions up to date when attachments are added to or removed from a document. When enabled, Ventoo Document Merger automatically adjusts the composition without requiring manual intervention.
Enable auto-rebuild
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Open the Doc. Merge Setup page.
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Set Auto Rebuild Active to Yes.
How auto-rebuild works
Auto-rebuild responds to changes in two areas:
Document attachments
When a document attachment is added to or removed from a Business Central document:
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If auto-rebuild is active and the document list has not been manually adjusted, the system performs a full rebuild of the composition from the applicable rules.
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If the list has been manually adjusted, the system performs a partial update instead: it appends the new attachment or removes the deleted one without rebuilding the entire list.
Incoming documents
When an incoming document is linked to or unlinked from a Business Central document:
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The system adds or removes the corresponding incoming document attachments from the composition.
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The same logic applies: full rebuild if not manually adjusted, partial update otherwise.
Manual adjustment protection
When you make manual changes to a document composition (reorder items, exclude/include documents, toggle attach separately), the composition is marked as Manually Adjusted. This flag prevents auto-rebuild from overwriting your changes.
|
Scenario |
Auto-rebuild behavior |
|---|---|
|
List not manually adjusted |
Full rebuild from rules. |
|
List manually adjusted, new attachment added |
Appends the new attachment to the end of the list. |
|
List manually adjusted, attachment deleted |
Removes the deleted attachment from the list. |
Note To reset the manual adjustment flag and allow a full rebuild, use the Rebuild action on the document composition.
When auto-rebuild does not trigger
Auto-rebuild does not activate in the following situations:
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Auto-rebuild is disabled in the setup.
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The document type is not enabled in the setup.
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The change is to a record that is not linked to a Ventoo Document Merger-enabled document.