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
- Click Definitions on the icon list on the
left.
- Select
the table you want to change from the
Tables pane.
-
Click Table Properties
on the top right pane or right-click and click Table Attributes.
- On the dialog box that appears, change the names in
the Table Name Singular and Table Name Plural fields.
-
In the Sort Order field
select the position you want the Accounts field to appear at.
-
Under Controlling Fields select the
check boxes that will appear as controlling fields when adding a account.
-
Click OK to save your
changes.
Refer
Dependency Values for
the complete exercise on controlling fields.
Activating Synchronization Replication
- Click Definitions on the icon list on the
left.
- Select the Order Status table on the
Table pane and
click Table Properties.
- Select the Synchronization: Use replicated data check box
- Click Refresh. The functionality is activated.
- 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
- Click Definitions on the icon list on the
left.
- Select the Activities table on the
Table pane and the Description
label on the Field List pane as the field you wish to edit.
-
In the Field Properties
pane, select Yes in the Quick Searchable field to enable this
field for Quick Search in Sales and Marketing Client.
-
Click anywhere outside the Field Properties
pane to save any changes. This applies to any changes done in this label.
-
Select the Contact field on the Field
List pane.
- 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.
- Select the Activity field on
the Field List pane.
- 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.
-
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:
- Select File.
- Select Change Database.
- Enter login credentials.