Active/Inactive Formats
Formats that are relevant when migrating to Aurea CRM web (e.g. word processor, rights, triggers etc.) are split up into active and inactive formats.
Criteria for active formats:
| Format Type | Criteria |
|---|---|
| Analysis |
Used in: an active workflow an active mask or list an active desktop an active dashboard |
| Chart | Used in an active XML report |
| Communication | Used in a communication connection (C1) |
| Dashboard |
Used in: an active desktop an active workflow an active mask or list |
| Desktop |
Assigned to: an active rep record (rep or group) a station an active role Note: A Rep or Login Role is active if the Inactive field is disabled. |
| Import/Export |
Executed at least once in the past year The time of the last execution is stored in the Communication Logs info area for imports, and directly in the format for exports. Note: The communication log records must be present on the station on which the analysis is carried out. |
| Info Area |
Used in: an active desktop an active configuration (MC) entry, >> . |
| Masks (masks and lists) |
Used in: an active trigger an active workflow an active mask or list an active desktop an active dashboard an active interface format an active info area format a level definition ("Defined levels" format) |
|
Read engine (transfer fields format) |
Used in: an active XML report an active analysis an active word processor format an active chart |
| Rights |
Assigned to: an active rep record (rep or group) a station a role Or used in: an active workflow an active rights format in the case of global or local extensions |
| Timeline |
Used in: an active dashboard an active mask or list an active desktop |
| Trigger |
Used in: an active rights format an active workflow an active desktop an active mask or list an automatic selection ("Autom.Selection" and "Autom. Property Selection" (BTB only) formats) an active dashboard an active chart |
| User interface | Used in an active desktop |
| Word processor (transfer format) |
Used in: an active workflow an active mask or list an active trigger |
| Workflow |
Used in: an active rights format an active desktop an active mask or list an active dashboard an active chart |
| XML reports |
Used in: an active workflow an active mask or list an active desktop an active dashboard |