Special Menus and Menu Actions
Find the list of Special Menus and Menu Actions in this topic.
Following are the Special Menus and Menu Actions:
A_AnalysisDefaultAction
Defines the action that is executed when the user double-clicks on a result row on the Analysis search page.
Default = open and run the analysis.
A_MultiEdit
Opens the Edit multiple records dialog ("Bulk Editor"). Clicking
(Edit) in the list header when multiple rows are selected calls
A_MultiEdit
as well.
The Edit multiple records dialog displays all editable fields contained in the list. When called from a query result, the dialog displays all editable fields defined in the respective info area's default list control. Example - for companies the list control from the FI field group.
The following fields are not displayed in the Edit multiple records dialog:
- decoded fields (Z-fields)
- custom fields defined in customFields.xml
- fields flagged as VirtualCore (i.e. virtual fields with fixed IDs from 4200 to 4230, e.g. Created by ID). For further details, see Fields with Fixed IDs in the CRM.Core Administrator Guide (2nd table).
- fields defined as read-only in the data model or via field attribute.
Changing a field value automatically checks the check box. Unchecking the check box resets the field value. For hierarchical catalogs, the parent catalog is displayed as well. If both parent and child catalog are changed, resetting the change of either parent or child value resets the other value automatically.
In UPDATE_DEFAULT A_MultiEdit
is configured in the
M_MultiSelect
and the M_Company.MultiSelect
and
M_Person.MultiSelect
context menus. For further details, see M_MultiSelect.
Aurea CRM uses transactions when editing multiple records in a list. For further details, see Support for Database Transactions. If an error occurs while editing multiple records (Example - a restriction due to a conditional field right), all changes are reversed (roll-back) and a message is displayed.
D_Campaign_Approval
D_Campaign_Approval
is configured in M_Campaign
in
UPDATE_DEFAULT. It allows the rep entered as Budget Approved by ID to
accept/reject an event (budget approval).
- Selecting the sub-entry Positive results in the following:
- CM Budget approval on is set to the current date.
- TD Participation Status is set to "Accepted".
- TD Status is set to "Completed".
- Selecting the sub-entry Negative results in the following:
- CM Budget approval on is set to empty.
- TD Participation Status is set to "Denied".
- TD Status remains "Open".
This dynamic menu action is only displayed for campaign records with pending approval and for the specified rep.
For more details, see Approving Events in the Web Business Logic User Guide.
D_Campaign_Verification
D_Campaign_Verification
is configured in M_Campaign
in
UPDATE_DEFAULT. It allows the rep entered as Verified by ID to
accept/reject an event (legal approval).
- Selecting the sub-entry Positive results in the following:
- CM Verified on is set to the current date.
- TD Participation Status is set to "Accepted".
- TD Status is set to "Completed".
- Selecting the sub-entry Negative results in the following:
- CM Verified on is set to empty.
- TD Participation Status is set to "Denied".
- TD Status remains "Open".
This dynamic menu action is only displayed for campaign records with pending approval and for the specified rep.
For more details, see Approving Events in the Web Business Logic User Guide.
D_CopyOfferToOrder
Copies an Offer (PR) plus Offer Items and
Participants to an Order (PR). This dynamic
menu action is part of the M_Offer
context menu in BTB and OTC. It is
displayed if the offer is linked to an FI record and hidden for offers linked to a PE record
because offers must be linked to a company.
The menu action calls the JavaScript action template with the following input arguments:
-
$function
:u8.services.businessObjects.copy
, see u8.services.businessObjects.copy. -
uid:
Record
-
destinationInfoAreaId:
AU
Similar menu actions: A_CopyOfferToWR
(copies
Offers to Service Contracts (WR)) and
A_CopyOfferFromServiceContract
(creates Offers
from Service Contracts).
D_NewAppointment_My(_FI)
D_NewAppointment_My
and D_NewAppointment_My_FI
are
configured in M_CalNew
(New Calendar Entry) in
UPDATE_DEFAULT. They allow creating an activity for the currently logged-in user or his
company.
These menu actions are automatically hidden for the SU if no KP record is assigned.
D_Questionaire
D_Questionaire
is configured in M_Appointments
and
M_Tasks
in UPDATE_DEFAULT. It is only active if a questionnaire is
actually linked to the activity (MA) or work order (AF) record.
For information on defining questionnaires and conducting surveys, see Surveys in the Web Business Logic User Guide.
For information on how to start a survey from another info area than MA or AF (e.g. Y1), see the article “How to configure Surveys for any info area” at https://support.aurea.com.
ID_NET_CALC_TERRITORYALLOCATION
In UPDATE_DEFAULT (BTB and FS) the menu action
ID_NET_CALC_TERRITORYALLOCATION
is configured in the
ID_NET_PROCESSES
menu (Sales >
Calculate territory allocation).
ID_NET_CALC_TERRITORYALLOCATION
creates a CRM.server to-do (Type = 12) to
create/update the territory allocations. For further details, see CRM.Server.
For details on territory management, see Business Logic Manual.
The Web Configuration parameter
Sales.TerritoryManagement.InfoAreas
controls which info areas are
included in the calculation. For further details, see Sales.TerritoryManagement.InfoAreas.
ID_NET_CALCULATE_ACCOMODATION_VENUE_EVALUATION
In UPDATE_DEFAULT the menu action
ID_NET_CALCULATE_ACCOMODATION_VENUE_EVALUATION
is configured in the
ID_NET_MARKETING
menu (Marketing >
Calculate accommodation & venue evaluation). The menu action is
only displayed if the Web Configuration parameter UpdateServer.RepID
is
defined. For further details, see UpdateServer.RepID.
ID_NET_CALCULATE_ACCOMODATION_VENUE_EVALUATION
creates a CRM.server to-do
(Type = 10) calculating the average of all event ratings (accommodation and venue). For
further details, see CRM.Server.
Use the Web Configuration parameter UpdateServer.EventEvaluationStartDate
to define a campaign start date: Only campaigns that start after the specified date are
taken into account. For further details, see UpdateServer.EventEvaluationStartDate. If undefined,
the average is calculated for all campaigns in the database.
For details, see Evaluating Events in the Web Business Logic User Guide.
ID_NET_CALCULATE_TOPIC_LECTURE_EVALUATION
In UPDATE_DEFAULT the menu action
ID_NET_CALCULATE_TOPIC_LECTURE_EVALUATION
is configured in the
ID_NET_MARKETING
menu (Marketing >
Calculate lecture subject & speaker evaluation). The menu
action is only displayed if the Web Configuration parameter
UpdateServer.RepID
is defined. For further details, see UpdateServer.RepID.
ID_NET_CALCULATE_TOPIC_LECTURE_EVALUATION
creates a CRM.server to-do (Type
= 11) calculating the average of all event ratings (lecture and speaker). For further
details, see CRM.Server.
Use the Web Configuration parameter
UpdateServer.EventEvaluationStartDate
to define a campaign start date:
Only campaigns that start after the specified date are taken into account. For further
details, see UpdateServer.EventEvaluationStartDate. If undefined, the average is calculated for all campaigns in the database.
For details, see Evaluating Events in the Web Business Logic User Guide.
ID_NET_STOCKTAKING
In UPDATE_DEFAULT (BTB and FS) the menu action ID_NET_STOCKTAKING
is
configured in the ID_NET_PROCESSES
menu (Sales >
Stock Taking).
ID_NET_STOCKTAKING
displays a dialog where the user selects a stock taking
format and enters a time frame. Clicking OK creates a CRM.server
to-do to create an inventory. For further details, see CRM.Server. For details on stocks and
stock taking, see Web Business Logic User Guide.
ID_NET_TD_BACKGROUND_QUERIES
In UPDATE_DEFAULT the menu action ID_NET_TD_BACKGROUND_QUERIES
is
configured in the ID_NET_QUERIES_AND_STATISTICS
menu (Queries
& Analyses > Background Queries). To allow users
to access the to-do records of background queries easily via the application menu,
- create a filter with condition "Rep/Group ID = <UpdateServer.RepID>"
- assign this filter to the
ID_NET_TD_BACKGROUND_QUERIES
menu action.
M_Tasks
The context menu for Tasks (A1) M_Tasks
contains dynamic sub-menus and
menu items allowing the user to change the status of To-Do records
(TD) linked to a task.
The menu is displayed if the following conditions are met:
- Create To-Do is checked.
- The current rep is defined as required participant.
- The task's Status is "Open".
As soon as all to-dos linked to a task are set to "Completed", the task's status is set to "Completed" as well and the menu items are no longer displayed.
For details on the business logic, see Changing the Status of a Task in the Web Business Logic User Guide.