Table Captions
You can define with a table caption which data of a record is displayed in its header, e. g. first and last name for a person or the company name.
To define a table caption:
- You can:
- Switch to the desired info area and click on
Table Captions
. - Click on
Table Captions
(Views area) on the CRM.designer start page
Example:
- Switch to the desired info area and click on
- You can define the following:
-
Image (optional): Name of an image that is displayed on the
left of the table caption. The image must already be registered, see Images.
- Click on
(Add) to select a fixed image.
- Click on
to define conditions for an image to be displayed.
Example:
CAT_AQ
_{
1}
refers to the first field defined under Field. - Click on
-
Format-Text: You can define which fields added under
Field are displayed in which order using placeholders.
For example, in the screenshot above, First Name (1.) and Last Name (2.) were
added.
{1} {2}
displays John Doe,{2}, {1}
displays Doe, John.If you do not define a Format-Text, no Table capition is displayed.
Note: If you want to display Format-Text without formatting (e.g. display numbers without digit grouping symbol), enter the placeholder as follows{r1}
- Description: The given description is only available in CRM.designer.
-
Image (optional): Name of an image that is displayed on the
left of the table caption. The image must already be registered, see Images.
- In the lower area you can add the Fields you want to display in the table caption. The fields are numbered automatically. Use these numbers in the placeholders in the Format-Text field, e.g.
{1}
{2}
etc.