Editing Characteristics

To enable editing characteristics in a Company's Details view:

  1. Ensure that a List control exists in the IT info area and assign the following Functions:
    Field Function
    Interest Group (0) (IT) Group
    Interest (1) (IT) Item
    Date and FreeC1 No function required
    Any other field ShowAdditionalFields
  2. Assign the CharacteristicsEdit action (usually to a button in the FI or KP info areas) and to set the following parameters:
    • DestinationFieldGroup: Enter the field group you previously defined.
    • RecordId: Set to Record.

    When the user taps on the button to edit the interests/characteristics, check boxes are displayed allowing the user to select the desired data: