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, >> Database.AssociationMode.Default. The user's selection overrules this default.

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