Editing Field Names

Use the Fields page to edit field labels directly in the Aurea CRM data model.

To edit data model texts in Aurea CRM.Web:

  1. Select Settings > Maintenance > Data Model > Fields or click on an Edit Field Names button, if configured.

  2. Select an Info Area.

    If the page was accessed from an info area via an Edit Field Names button, the current info area is preselected.

    All fields of the info area are listed. Fields with Deny Access in the current user's access rights definition are not listed.

    Click on to select which columns are displayed: No., Field Name, Field Type, and XML Name.

    Search for and select a field.

    The right part of the screen displays the following:
    • Data model information concerning the info area like number of fields, indices, and links.
      Note: The number of links displayed here may differ from the number of links displayed in the CRM.Core data model accessed via the Aurea CRM.Win Maintenance module. Links marked as hidden are not counted in Aurea CRM.Web. Links to, e.g., rep fields are counted in Aurea CRM.Web but not in Aurea CRM.Win. Aurea CRM.Web reverse links, i.e., links from child to parent are counted for the parent info area as well.
    • Data model information concerning the field, such as XML name, field no. and type. For further details, see Data Types in Aurea CRM.
    • A collapsible Texts area containing the field labels.
      Note: The Texts area is assigned to CRM process 1.5.1.6.12. Change Field Names CRM process ID 3210011.
  3. Enter the desired texts. Changed fields are marked with a '*' character in the field list.

    The displayed/editable languages are determined by the Languages.Visible and Languages.Editable Web Configuration parameters. for details, see Languages.Editable/Languages.Visible. (Defaults: display = all, edit = current language.)

    Languages.Editable and Languages.Visible do not apply to the SU, i.e., the SU can view/edit all languages.

    The text input provides a full-text "find as you type" search to search for existing texts in the data model. If you select an existing text, all available translations are entered as well.

    You can also reuse existing texts by entering placeholders for field names, info area names, catalogs and catalog values:

    • {[FI,2]} ... text of field 2 in the Company info area
    • To reference an info area name, use the field number 4240: Enter {[FI, 4240]} to get "Company".
    • {[FIX4,0]} ... text of the fixed catalog Activity Type, value 0 "Telephone"
    • {[VAR,2]} ... text of the variable catalog Country
    • You can also use a reference within a text, e.g., "My {[FI,2]} (Private)".
      Note: To use a reference for all languages, enter it in the Language-independent field.
  4. Click Apply all changes to update the data model texts. Or click on Discard all changes to clear all changes.
  5. The changes are applied as follows:
    • The Aurea CRM Data Model is updated with all texts and translations entered by the user.
    • The CRM.Designer database is updated in the maintenance user's language or if undefined in the current user's language. All field names are updated in this language, not only the changed fields.
      Note: CRM.Web highly recommends defining a dedicated maintenance user and enter a language in this user's rep record to avoid updating the CRM.Designer database in the wrong language, see Maintenance User in the Aurea CRM Web Installation Guide.