Creating Virtual Info Areas

Create Virtual info areas to work with different representations of an info area in Aurea CRM.Web.

To create virtual info area you have to define them in the <DataBase> section of the <update.crm.base> section of the settings.xml file. The following example applies to the OTC version:
<update.crm.base>
...
	<DataBase>
	...
		<VirtualSchema>
			<InfoArea infoAreaId='VHOS' physicalInfoAreaId='FI' fieldId='28' fieldType='K' value='Hospital' name='Hospital/Clinic' />
			<InfoArea infoAreaId='VDOC' physicalInfoAreaId='FI' fieldId='28' fieldType='K' value='Doctor' name='Doctor' />
			<InfoArea infoAreaId='VPHA' physicalInfoAreaId='FI' fieldId='28' fieldType='K' value='Pharmacy' name='Pharmacy' />
			...
		</VirtualSchema>
	...
	</DataBase>
...
</update.crm.base>

The definition of a virtual info area consists of:

  • a 4-digit info area ID, starting with "V" followed by three alphanumeric characters, e.g. infoAreaId='VFI1'.
  • the physical info area ID, defining in which database table the records of the virtual info area are stored, e.g. physicalInfoAreaId='FI'.
  • the filter criterion defined for a field from the physical info area, determining which records of the physical info area belong to this virtual info area, e.g. fieldId='5' fieldType='K' value='Austria'.
  • By default, virtual info areas use the XML name of their physical info area. Use the (optional) name attribute to define an individual XML name for the virtual info area, e.g. name='CompanyAUT'.
  • To define a vertical-specific virtual info area, set the (optional) coreMode attribute to "vertical" or "false", e.g. coreMode='vertical'. For further details, see Virtual Info Areas & Core Customizing. If coreMode is undefined, the virtual info area is created in the Base vertical.
    Note: If a virtual info area has been defined as "Base", you cannot revert it to "vertical" at any later time.

Use CRM.bulkloader to upload the virtual info area definition into the CRM.Designer database. For further details, see Updating the Data Model.