Adding New Fixed Catalogs

Learn how to add new fixed catalogs.

  1. Start the Maintenance module.
  2. Switch to the Data Model info area.
  3. Click the Generated entry under Fixed Catalog.

    The Generated Fixed Catalogs table is displayed.

  4. Click in an empty row.

    A new catalog is added and displayed in yellow. The catalog is automatically assigned a number.

  5. Double-click in the Text column and enter a name for the catalog in all available languages. Click OK.
  6. Click in the No. column in the same row.

    The Fixed Catalog table is displayed.

  7. Double-click in the Code or Original columns to add a new catalog value.
  8. Enter the new value in the Language Independent column and in the various languages.
    Note: The languages need to be defined in the Language info area in the Rights module, see Languages.

    The entry in the Language Independent column is used if a value is not entered for a specific language (or its parent language). Make sure you always at least enter a value in the Language Independent column, otherwise users may see empty catalog entries when using catalogs.

  9. You can determine the order in which catalog values are sorted for each language. Enter numbers in the desired language's Sort Order column. If a number is not entered for a catalog value in a specific language, the value entered in the Language Independent column is used instead. However, if a value is locked (Lock cell), the catalog value's sort order is ignored. If two catalog values are assigned the same number, these values are further sorted by catalog code.

    When selecting catalog values from catalog fields, catalogs assigned a sort order are displayed at the top of the list (sorted numerically). Catalog values with no sort order assigned are displayed at the end of the list and are sorted by catalog code.

    Note: Select Sort Order from the context menu to hide or show the Sort Order column.
  10. Enable the Lock cell to lock a catalog value in a specific language. The lock is applied to the entire database and takes effect immediately. Once the lock is applied, the catalog value is no available for selection, but is retained in existing records. The catalog value can also continue to be used when defining conditions.
    Note: If a lock is applied to a language-independent value, that value is locked in all languages.
  11. Click in the Icon column to select an icon for the catalog value.
    Note: You can define how icons are displayed for fixed catalogs in the desktop settings, see Masks Tab in the Aurea CRM win Administrator Guide.Icons are only displayed correctly if an icon is defined for the first value in a catalog.
  12. Select Apply change from the context menu to apply the change to the active data model. Select Undo from the context menu to undo all changes to this catalog in the design.
  13. Close the tables using the button (OK).