Configuring a CoI Using the CircleOfInflucenceView Action Template

You can define a "basic" Circle of influence with the CircleOfInfluenceView action template.

For further details see, CircleOfInfluenceView. However, this action template offers fewer functionality than the CircleOfInfluenceTreeView action template, as you can only display records that are linked to the PB info area.

You need to define the following configuration units:

Field Groups

Add the following field groups to the following info areas:

Note: If you need to add linked fields, always add them with the Add Linked Fields button, even if "Z" fields (computed fields) are available in the info area.

Company (FI) - FI_CoI field group:

  • Details control:

    Company (C/2)

  • Details control:

    Company (C/2), Country (K/5), Street (C/10), Postal Code (C/6), City (C/8)

Relationship (PB) - PB_COI field group:

  • List control:

Field

Function

Relationship type (4)

relationName

Company (2) (FI#1)

trgtNodeFieldFI

Last Name (3) (PE#1)

trgtNodeFieldKP

First Name (4) (PE#1)

rgtNodeFieldKP

Country (5) (FI#1)

trgtNodeFieldFI

City (8) (FI#1)

trgtNodeFieldFI

  • Search control:

    Relationship type (4)

  • Edit control:

    Relationship type (4), Relationship (5), Text (15), Last Name (2) (PE#1), First Name (3) (PE#1), Company (2) (FI#1)

  • MiniDetails control:

Field

Function

Company (2) (FI#1)

mainFieldKP,listFieldKP,mainFieldFI,listFieldFI

Last Name (3) (PE#1)

mainFieldKP,listFieldKP

First Name (4) (PE#1)

mainFieldKP,listFieldKP

Country (5) (FI#1)

mainFieldFI,listFieldFI

Postal Code (7) (FI#1)

mainFieldFI

City (8) (FI#1)

mainFieldFI

Relationship type (4)

listFieldFI

Relationship (5)

listFieldFI

Search&List

Add a Search&List Configuration to the PB info area called PB_COI and select the Field Group you have created before (PB_COI).

Context Menu Action

Define a context menu action and assign the CircleOfInfluenceView action, see CircleOfInfluenceView.

Example:



Header Group

Switch to the Header Group of the Company (FI) info area and add a line to the Expand header's Infoareas area: