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:

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,

  1. create a filter with condition "Rep/Group ID = <UpdateServer.RepID>"
  2. 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.