Additional classes

How to work with additional classes

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Standard

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CLOUD ABO

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ON-PREMISES

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Services & CRM

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Created: 13.06.2003
Machine translated
Updated: 30.11.2022 | 30 new additional classes and additional classes for additional functions from version 6.6.

Additional classes are normal user entries and can be used accordingly. They can be stored in folders like projects or invoices and filtered via Expression folders. In addition, link types can be defined for them.

In Vertec there are 50 such additional classes: AdditionalClass0 to AdditionalClass49 (in versions before 6.6 to AdditionalClass29). These classes can be given names, which appear in the title of the detail window and in the Class Settings . The configuration of the additional classes is done in the class settings.

Create additional classes

In the Settings > Class Settings folder, click Neu > Klasseneinstellungen.

The class name is Zusatzklasse0 (or the additional class you want to define):

The other fields of the class settings can be filled in as required according to the description in the article about the Class Settings .

Define fields

Custom classes are used to create custom entries or summarize information. Therefore, custom fields can be defined on these custom classes. These are then shown on the custom class and can be filled with values and shown in the list view.

Create normal additional fields in the settings and specify the corresponding additional class as data types, e.g. Zusatzklasse0.

Define link type

To ensure that the add-on class appears in the correct location, it is linked to the corresponding entry in Vertec via a Custom Link . A tab with the name of the add-on class appears next to this entry as soon as a corresponding entry is available.

Create a new custom link type. On the one hand, specify the Vertec class to which you want to connect the additional class as the class name. On the other hand, specify the additional class, e.g. Zusatzklasse0.

Example

As an example, you want to be able to enter CVs for the people in your address management.

  1. You name the additional class0 Eintrag Lebenslauf.
  2. You create custom fields: place of training, date from, date to, and title. Under Classes, enter Zusatzklasse0 .
  3. Create a custom link type and enter the following values:
    • From: designation Lebenslauf, class name Zusatzklasse0. Put a check mark under New menu, so that you can create the corresponding entries later.
    • Until: designation Bearbeiter, class name Projektbearbeiter.

From now on, you can create an entry CV for each user via the New menu and fill in the corresponding values.

The person who has such CV entries will see a “CV” tab showing all entries in the list.

List Settings

The list settings shown above are as follows:

  • Title: zusatzfeld('Titel')
  • by: zusatzfelddate('DatumVon')
  • to: zusatzfelddate('DatumBis')
  • Training location: zusatzfeld('Ausbildungsort')

For a complete list of how to access custom items via OCL, see Custom items.

Assigning rights to users

In order for the users to create such entries for themselves, the following user rights must be set:

The first user accepts the rights on the corresponding class, in our example on the custom class0. With the right on the custom class, the right for the additional fields located on it is also accepted.

The second permission accepts the rights for the user to create CV entries. The field name for the right corresponds to the designation of in the link type and can be selected directly from the drop-down menu.

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