Custom links
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Custom link types define new link types that are not included in the Vertec model and cannot be “calculated” from the model. There are a number of OCL operators and methods to access the custom links.
To create a new custom link type, right-click the Link Types folder.
Below is an example of a Customlink between a project user on one side and an additional class on the other.
In a link type, the behavior of the two sides (Role) of the link must always be defined, so the window essentially consists of the two parts From and After, which define the two sides of the link type.
| Field | Significance |
|---|---|
designation |
The designation entered here will be shown on the interface for this Role (container in the tree). |
Classes |
Name of the record type (class) of this Role. Can be selected via the three dots or entered directly. (Attention: First letter must be uppercase). |
Sorting |
Here you can specify the sorting in the tree. Vertec sorts the link containers in ascending order. If nothing is specified, the containers are sorted alphabetically. |
Icon (disambiguation) |
Here you can show which icon (-1 shows the folder icon). |
Linkmember |
In contrast to the WrapperLinkTypes, CustomLinkTypes do not need the link member because they do not link to an existing member. |
Container class |
Container class: Instead of the standard LinkContainer, special container classes can be specified depending on the class. A list of container classes can be found here. |
'new’ Menu |
If this option is selected, the option to create a new entry of the opposite side appears in the New menu (right mouse button or via menu Entry). |
Show Container |
If this option is selected, a container will be displayed as soon as a link exists. |
Always show container |
If this option is selected in addition to Show Container, the corresponding folder is shown not only if it has links, but also if it is empty. This is better for performance because the entry does not have to check if links already exist when it is displayed. |
Single Link |
Here you can specify whether this page allows more than one object. If not, the old one will be removed when a new object is assigned. |
Deletion transfer |
If delete sharing is turned on, the target objects are also deleted when the source object is deleted. Deletion forwarding is only useful if the other side is a single link, because only then is there a clear “owner” given. Therefore, deletion forwarding can only be set for the single link. If delete sharing is configured, then the link cannot be resolved “manually” (e.g. with the unlink method). The resolution of a link is then only possible by deleting one of the link partner objects. |
active |
the link type is active and is therefore displayed on the interface. |
Allow links |
This type of link may be used to create new links between entries by Drag-and-drop be created. |
A number of OCL operators have been introduced in version 5.6 to make it easier to access links. See OCL operators and methods for links.
In order for the users to create such links, appropriate user rights must be set. They look like this (for the example above):
Since in the above example an archive entry (an entry of the additional class0) is created anew via the custom link, the following user rights must also be set:
By default, activities can be found under Activity on each entry. Custom links allow you to create your own structures and display the individual activities filtered. In the following example, subfolders such as offers, contracts or documents are shown:
