Configuration Units

Learn to configure signature parsers.

To make the signature parser available in Aurea CRM.Web, the following configuration units are required:

Signature Parser Action

Create a button with action template Command set to DataQuality/SignatureParser. Add it to the desired headers, e.g. the New and Expand headers for FI, PE etc.

Note: Buttons calling the signature parser action are only active when in Edit mode.

Field Mapping

Create a field group <infoAreaId>.Signature containing a List control.

This List control defines

  • the mapping between the parsing result and the fields in the Aurea CRM database: Enter the key of the respective value as Function for each field in the control.
  • the fields displayed in the Copy from Signature or Website dialog.

Supported field types: character, fixed/variable catalog, numeric

Note: Hierarchical catalogs are not supported.

Parsing Modes

If you use multiple signature parsers (e.g. per language, or one parser for company data, one for person data, etc.), create a Web Configuration parameter Expand.SignatureParsingModes as Combobox and add your parsing modes as values. For further details, see Expand.SignatureParsingModes.

Users can select the desired parsing mode from the Use rules for drop-down list.