designer Configuration

Learn about the basic designer configuration for event management.

  • Tree View FI

    The following elements were included into the FI tree view.

    • The Attendee (V1) node and the Lecture/Speaker (V3) should only be visible if the role of the current user has access to the CRM process “1.3.4. Event Management”
      • The standard CRM process configuration has denied the access to this CRM process:

      • The login role Marketing has access to this CRM process:



  • Search&List and Field Group CORE_V3_KP

Defined elements: Details, List and Search. Used in the FI tree view for the lecture subjects node (V3)

  • Field Group CORE_V3_V2

Defined elements: List and MiniDetails. Used in the ExpandChildren-Header of Header Group V2 – in order to display the speakers (V3) below the lecture subject mask (V2).

  • Field Group CORE_V4_V2

Defined elements: List and MiniDetails. Used in the ExpandChildren-Header of Header Group V2 – in order

to display the agenda items (V4) below the lecture subject mask (V2).

  • Button CORE_V5_NewFromV1

  • Button CORE_V5_NewFromV4

Some more designer configurations

  • SearchResults-Header of Header Group AG

    Form CORE_ReworkTargetGroup

    The form is assigned to the following processes:



    If the role of a user (group) has a right to access this process, the form is displayed (e.g. on the Start Page of the user).

  • Filter AK.CORE_OpenInvitationWithMyAG

    This filter is used to display just the relevant marketing activity (AK) records e.g. on the start page of a sales user.

    • Search&List CORE_AK_ReworkAG

    • Filed Group CORE_AK_ReworkAG

    • List CORE_AK_ReworkAG

    • Filter AG.CORE_My

    • Button CORE_AG_SetInactive

  • CRM Processes

    In order to display the elements that are assigned to the Processes under “Target Group Management (1.3.2.2.)” for the Sales users, the CRM process configuration was changed accordingly.

    This should display the Form “Form Designer: CORE_ReworkTargetGroup” on the start page of a sales user.

  • Rights

    In order to enable the sales user to add or edit (set the flag “Inactive”) target group records the right “TE_RR_Sales” was changed accordingly.

Marketing & Follow-Up Objectives

  • TE_AF_AnswerLabel

o Used as a label in Search & Results header of Marketing Objectives (AF)

  • TE_AF_SetAnswerToYes

o Calls the trigger “TE_AF_UPD_SetAnswerToYes”

o Uid = Record

  • TE_AF_SetAnswerToNo

o Calls the trigger “TE_AF_UPD_SetAnswerToNo”

o Uid = Record

  • TE_AF_NewFollowUp

o New Record button adapted to open specific expand view used in Follow-Up Objectives header

o expandName = TE_AF_FollowUpMA

Filters

Filters „Own“ and „FollowUp“ are applied in a background of form to filter out records specific for either Marketing Objectives (filter „Own“) or Follow-Up Objectives (filter „FollowUp“) as those are based on the same info area AF.

  • AF.Own
  • AF.FollowUp
  • AF.Persons
  • AF.Accounts
Forms
  • TE_AF_MarketingActivities

Consists of two SearchView wigdets based on the same info area AF but showing different Search&List Configurations. Marketing Objectives part was build on default AF configuration and Follow-Up Objectives uses TE_AF_FollowUpMA.

Triggers

Used to set field “Completed” (AF/B15) to true, “Completed on” (AF/D16) to current date, “Completed by” (AF/L17) to current user and respectively to chosen answer - field “Answer” (AF/X5006).

  • TE_AF_UPD_SetAnswerToYes
  • TE_AF_UPD_SetAnswerToNo