Catalogs

Catalogs are lists of predefined values you can select when entering data.

For further details, see Catalogs in the Aurea CRM win User Manual.

Fixed catalogs are part of the data model. They are predefined by the system (e.g. Status and Priority) and cannot be edited by users. You can edit and create fixed catalogs as part of the data model, see Editing Predefined Fixed Catalogs and Adding New Fixed Catalogs.

Variable catalogs can be created and renamed as part of the data model, see Adding New Variable Catalogs and Renaming Predefined Variable Catalogs.

Variable catalog values are stored in the Catalog (KA) info area, see Catalog Info Area. Catalog values can be added, edited and deleted in the Catalog info area, see Editing Variable Catalogs.

Changes to catalogs are saved in the Catalog Maintenance (KW) info area on the catalog maintenance station and transferred to other stations in your setup during communication, see Defining a Station and Communicating Catalogs in the Aurea CRM win Administrator Guide.

Note: Access to the Catalog Maintenance info area is controlled via the CRM process 1.5.2.1.1. "Catalog Maintenance" (CRM process ID 312600?) which is disabled by default. Only the SU and users for whom this CRM process is enabled can edit values of variable catalogs (via the Catalog level in the Aurea CRM win Maintenance module or via catalog maintenance in Aurea CRM web).Aurea recommends that you never add/change catalog values to the database directly and prevent or restrict users from editing and deleting catalog values on all stations other than the catalog maintenance station, to prevent data inconsistencies, see Defining Access Rights for Variable Catalogs.

The following actions to not create catalog maintenance records:

  • Creating a new catalog value directly in the Catalog selection dialog in Aurea CRM win or Aurea CRM web
  • Creating a new catalog value during import

Catalog values that have been added in such a way can not be deployed correctly via CRM.cockpit.