Explanation of terms
Learn about the terms used in this guide.
The following terms are used throughout this document:
Modes
There are four different modes available in Aurea CRM. The command bar contains the icons used to switch between modes.
| Mode | Description |
|---|---|
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New mode allows you to add new records to the database. |
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Edit mode allows you to make changes to data in the database. |
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Delete mode allows you to delete records from the database. |
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When in new or edit mode, click on Cancel to return to view mode. |
Workflows in Aurea CRM can perform different actions depending on the current mode.
Info areas, levels and windows
Info areas corresponds to the tables in the data model. Functions and triggers are defined for info areas.
Levels are a representation of these info areas/tables. Data from several info areas can be displayed in a level, and command buttons are available in each level. Buttons (which can trigger workflows) and masks (which can be used in workflows) are defined for levels as opposed to info areas.
A window consists of one or more levels displaying data.
In the workflow engine, levels are used to display the data in a process, and the entire workflow is displayed in a window. The parent-child hierarchies between the levels corresponds to the process hierarchy. The workflow itself is the top-most level, and is the parent of all other levels in the workflow.
Parent and children
Multiple levels can be displayed on screen at the same time in a workflow. These levels need to be related to one another in the data model.
For example, contact records are added for companies or persons. You can display companies and persons in one level in the workflow, and contacts in another level. Because the contact records are children of the company/person records (i.e. directly linked), the child level displays the contacts linked to the currently selected company or person.
Changes to the parent level affect all child levels. If you switch between companies, then the level containing the contact records is also updated to display the contact records for the new company. Conversely, switching between records in the child level does not change the record displayed in the parent level (as the parent record is the same for both child records). If you close the parent level, all child levels are closed automatically.
An overview of Aurea CRM's data model is available for each vertical as a separate PDF document.
Processes in a workflow can trigger other processes. These new processes are started as child processes of the original process. Generally your process hierarchy is related to the hierarchy in Aurea CRM's data model. You can edit the data model to add new info areas or create links between existing areas, if necessary, see Data Model in the Web Administrator Guide.