Configuration Units

Learn about configuring Circle of Influence action template.

The Circle of Influence consists of the following configuration units:

  • The context menu action A_CircleOfInfluence with action CircleOfInfluence. For details on the available action parameters. For further details, see CircleOfInfluence Action Parameters.

    A_CircleOfInfluence is assigned to CRM process 1.4.2.2.107. "Relationship hierarchy" (CRM process ID 50001410).

  • The special header CircleOfInfluence containing the following:
    • "Circle of influence for {RECORD}" as header text. The info area default table captions (for FI, KP etc.) are used. Use {RECORD:<Table Caption Name>} to specify another than the default table caption.
    • A New Relationship button (CoINewRelation) calling the CreateRelation process in a popup for the currently selected node. If no record is selected, the button is disabled.
    • The Cross Links check box (CoIToggleCrossLinks) allowing users to turn on/off the displaying of multiple nodes for the same record

      Example: If a person is related to a company and this company is related to another company to which the person is also related, the person is displayed as a child node of both companies.

      If the Cross Links check box is enabled, the person is only displayed as related to the root company (continuous line) and the relationship to the other company is indicated by a dotted line to the same person node.
    You can define an initial default via the showCrossLinks action parameter. For further details, see showCrossLinks.

    The header is displayed using page header style. It is not configurable.

  • Special table captions <InfoAreaId>.CoI (fallback: <InfoAreaId>) configure the following:
    • The nodes use (the first line of) <InfoAreaId>.CoI, e.g. FI.CoI
    • The lines connecting the nodes display PB.CoI in a tooltip (on mouse-over)
    • The header of the RecordListBox (left part of the page) uses <InfoAreaId>.CoI for the currently selected node. Multi-line table captions are supported.
    • For the list of relationships PB.CoI is used.