Special Field Groups Naming Conventions

Learn about the Special Field Groups Naming Conventions.

UPDATE_DEFAULT contains the following special field groups:

  • D1.Upload/D2.Upload (in the respective Document info area): Contains the default Details controls used for the Upload Document dialog for document fields. This is required in order to display the Keyword field on the Upload Document dialog. To change the Upload Document dialog either edit these controls or define new ones and use the Web Configuration parameters Document.UploadFieldGroup.D1/D2. For further details, see Document.UploadFieldGroup.D1/D2.

    These definitions are not used in the Upload Document dialog of the Document info areas themselves.

    For best results, define Columns=1 for the Upload Document dialog's Details control. For further details, see columns.

  • FI.Address/ID.Address/KP.Address etc.: Contains the MiniDetails control used by the address popup in the Bing Map. For further details, see Displaying Bing Maps in Related Areas and Forms.
  • FI.EmailPhone/KP.EmailPhone/PE.EmailPhone: The List control configures the results list of the Phone & email Search. The usage of these field groups is configured by the Phone.EmailSearchListGroups Web Configuration parameter. For further details, see Phone.EmailSearchListGroups.
  • FIMergeOverview/KPMergeOverview/PEMergeOverview/CPMergeOverview: Contains the Details control used for displaying the source and target records in the merge overview. For further details, see Merging Companies and Persons. These Details controls only support one column.
  • MA.EmailReps: The Details control is used to determine the internal recipients when sending an appointment via email. For further details, see email Reply.
  • MA.ReplyFields / MB.ReplyFields: The Details control is used to determine the copy fields for new MA and/or MB records created by the email Reply function. For further details, see email Reply.
  • OJMergeOverview: Defines the merge overview for the property merge (BTB only). For further details, see Merging Properties (BTB only).
  • Y2.BuyingCenter: The Details control defines the items displayed on the Buying Center Wall. For further details, see BuyingCenter.
  • <InfoAreaId>.VisitPlanning: The MiniDetails control defines the details displayed in the Visit Planning side bar (defined for FI/KP/MA/PE/SV). For further details, see VisitPlanning.

Some more field groups can be defined for special views or functions. Use the following naming conventions:

  • <InfoAreaId>.AddressCheck: The Details and List controls are used for the External Address Check dialog. For further details, see External Address Check.

    If undefined, the upfields defined in the MC entry (External Address category, Parameters option) are used as a fallback. If no upfields are defined, the fields actually updated in the record are displayed.

  • <InfoAreaId>.Cal: The Details control is used for the popup view of calendar items (fallback: <InfoAreaId>Cal). UPDATE_DEFAULT contains A1Cal, A3Cal, MACal and TDCal.
  • <InfoAreaId>.NotifyReps: The Details control is used to determine the internal recipients for the Notify Rep functionality. For further details, see Notify Rep.
  • <InfoAreaId>.Query: Since it is not always possible to set a "deny access" right for fields that users do not need when defining lists, filters or queries, you can explicitly state which fields are available to users:
    1. Define a field group called <InfoAreaId>.Query.
    2. Add all desired fields to the List control of that field group.

      In Aurea CRM.Web users see only those fields when defining lists, filters, query conditions and choosing query output fields for that info area.

  • <InfoAreaId>Questionnaire: The Details control is displayed on top of the Survey page. For further details, see Surveys in the Web Business Logic User Guide. UPDATE_DEFAULT contains F3Questionnaire, FIQuestionnaire and KPQuestionnaire.
  • <InfoAreaId>.QuickView: The Details control is used for the QuickView. For further details, see QuickView.
  • <InfoAreaId>.Report: Defines the fields to be output in exports and reports (Details and List control). You need to specify this alternative field group in the respective control definition. For further details, see ExportFieldgroup and ReportFieldgroup.

    Example: If you define KP.Report as ExportFieldgroup in the KP Details control, the fields defined in KP.Report are output when exporting from an Expand or Tree view of a person record.

    Note: In lists this alternative field group is only used with the Direct Export All and Direct XslReport All Excel buttons. For further details, see Export/Report Buttons.
  • <InfoAreaId>.SerialEntry: The List and MiniDetails controls define the items list and MiniDetails of a quick add page. For further details, see SerialEntry.
  • <InfoAreaId>.SerialEntry.Totals: The List control defines the list of the totals popup (fallbacks: <InfoAreaId>.SerialEntry and <ChildInfoAreaId>).
  • <InfoAreaId>.SerialEntry.RelatedForm: The Details control defines read-only details for the items of the quick add list.
  • <InfoAreaId>.Signature: The List control defines the mapping for the signature parser and the contents of the Copy from Signature or Website dialog. For further details, see Creating/Updating Records From email Signatures/Websites.