Introduction to Managing Definitions—Exercises

Main Exercise

Purpose: The purpose of this lesson is to demonstrate the functionality for managing definitions.

Windows:
Sales and Marketing Administrator main window/Icon list/Definitions

Change Table Properties

  1. Click Definitions on the icon list on the left.
  2. Select the table you want to change from the Tables pane.
  3. Click Table Properties on the top right pane or right-click and click Table Attributes.
  4. On the dialog box that appears, change the names in the Table Name Singular and Table Name Plural fields.
  5. In the Sort Order field select the position you want the Accounts field to appear at.
  6. Under Controlling Fields select the check boxes that will appear as controlling fields when adding a account.
  7. Click OK to save your changes.

Refer Dependency Values for the complete exercise on controlling fields.

Activating Synchronization Replication

  1. Click Definitions on the icon list on the left.
  2. Select the Order Status table on the Table pane and click Table Properties.
  3. Select the Synchronization: Use replicated data check box
  4. Click Refresh. The functionality is activated.
  5. Click Refresh again. A replicate table of the external table is created (might take some time).

Note: Single updates can be handled by clicking Refresh. To update data on a regular basis, create a scheduled task in IFS Applications.

Change Field Properties

  1. Click Definitions on the icon list on the left.
  2. Select the Activities table on the Table pane and the Description label on the Field List pane as the field you wish to edit.
  3. In the Field Properties pane, select Yes in the Quick Searchable field to enable this field for Quick Search in Sales and Marketing Client.
  4. Click anywhere outside the Field Properties pane to save any changes. This applies to any changes done in this label.
  5. Select the Contact field on the Field List pane.
  6. In the Field Properties pane, select Yes in the Mandatory field to make this field mandatory when entering an activity in Sales and Marketing Client.
  7. Select the Activity field on the Field List pane.
  8. In the Field Properties pane, select Yes in the May be Included in the Criteria field. This will display the field in the criteria selection when the user performs a selection in IFS Sales and Marketing Client.
  9. Click anywhere outside the Field Properties pane to confirm the change.

Note: If the Warning on Update option has been selected on the View menu, then a confirmation message to save the changes will appear.

Update the Changes

Using the client:

  1. Select File.
  2. Select Change Database.
  3. Enter login credentials.