Configuration Units

This topic describe the items available for users with access to the CRM process 1.4.1.4.7. "Affiliations" - CRM process ID 70000260.

All texts are defined in the Associations text group.

Global Switch / Query-Specific Switch

The Aurea CRM menu ($System) contains the dynamic menu item D_ToggleAssociationView (Affiliation View), allowing the user to globally switch the Affiliation View on or off.

To determine the initial default state of the global switch, create and set the Database.AssociationMode.Default Web Configuration parameter, see Database.AssociationMode.Default. The user's selection overrules this default.

The user's selection is saved between sessions (in the user's roaming settings), see User Settings.

The Query Editor in Aurea CRM.Web as well as in CRM.Designer contains a separate Include Affiliations switch. This enables users to define and execute queries independently of the state of the global switch.

The global switch can have the following states:

  • checked: IncludeConfigured, i.e. records from the info areas specified in the MC entry Affiliations category, Applies to the following info areas option are read for all members of an affiliation (instead of just the current company/person).
  • unchecked: Default, i.e. affiliations are not taken into account when displaying child records.

The query-specific switch can have the following states:

  • Pass-through (question mark): Default; when the query is executed the setting of the global switch takes effect.
  • checked: IncludeConfigured, i.e. the query is executed taking affiliations into account (for the child info areas specified in the MC entry), i.e. the indirect PB links (link IDs 26000-27999) are used instead of the links defined in the query statement and regardless of the current setting of the global switch.
  • unchecked: Exclude, i.e. the query is executed using the links specified in the query statement.

For background queries the setting to be used is retrieved from the state of the global and query-specific switches at the moment of submitting the query. It is stored in the XML file as a numeric value:

  • <UseAssociations> 2 </UseAssociations> = IncludeConfigured
  • <UseAssociations> 4 </UseAssociations> = Exclude
  • If pass-through is set with the global switch unchecked or unavailable, no <UseAssociations> tag is saved, i.e. the links specified in the query statement are used.

Select Affiliates (Button and Dialog)

The FI and PE Expand headers contain the (Select Affiliates) button SelectAssociationMembersGraph which calls the A_SelectAssociationMembersGraph context menu action.

Clicking the button opens the Select Affiliates popup displaying the current record and all companies/persons linked to it via a relationship record. The graph uses the CircleOfInfluence widget (limited to one level, i.e. "relationships of relationships" are not displayed).

To filter the displayed records (e.g. by relationship type), add a fixedFilterName argument to the menu action containing a filter on PB. For further details, see fixedFilterName.

The header displays the default table caption and MiniDetails for the currently selected record (not configurable).

The header buttons AddToAssociation and RemoveFromAssociation allow users to add/remove companies/persons to/from the association.

On mouse-over the lines connecting the items the PB.Associations table caption is displayed in a tooltip (fallback: PB).

The labels of the company/person bubbles are defined by FI/PE/KP/CP.Associations table captions (fallback: FI, KP, etc.)

Clicking Close&Refresh saves the defined affiliates and refreshes the working area.

Clicking Close saves the defined affiliates without refreshing the working area.

Select Affiliates List

To display a list of PB records instead of the graph, you can use the A_SelectAssociationMembers menu action.

Note: This menu action is deprecated. Use A_SelectAssociationMembersGraph instead.

Users can select/deselect affiliates by checking/unchecking the Affiliate flag.

The dialog uses the PB.SelectAssociationMembers Search&List configuration and field group. To use another Search&List configuration, add a searchAndListName argument to the menu action. For further details, see searchAndListName.

To filter the displayed records (e.g. by relationship type), add a fixedFilterName argument containing a filter on PB to the menu action. For further details, see   fixedFilterName.