Class settings

Class name

Indicates which class the settings apply to. Only one class can be defined at a time.

However, a base class can also be specified. In other words, if something is defined for the class Adresseintrag (address), it applies to Firma (companies), Person (persons), Kontakt (contacts), and Paar (couples).

Show class name

Here, you can use an OCL expression to define how the class name should be shown on the interface.

For example, if you want to make it directly visible in addresses whether or not they relate to a customer, you can use the OCL expression

 if projekte->size > 0 then 'Customer' else self.oclType.asstring endif

This shows an address as a customer as soon as a project is assigned to it:

Default display

The default display defines the display of the entry itself.

For example, if the address is defined with the default display

name + ', ' + standardort

the display now reads Bistro Cooper, Zürich, as shown in the screenshot above.

Note: If the address contains an alias , it is overwritten by the default display.

Sorting in tree view

Available from version 6.5. Here, you can use the OCL expression to define how these class objects are to be sorted in the tree . Use one of the following sort operators:

• ->orderby(...)
• ->orderdescending(...)
• ->odermulti(...)

You can find a detailed description of each operator in the article OCL .

In the list, the objects are sorted in accordance with the list settings . The setting here does not impact this.

Document path

This field appears only if the system setting - document storage  is set to Filesystem or DMS.

Documents stored in the file system are managed according to the storage path details of the relevant files. Vertec offers a variety of options to automatically calculate the storage paths of various documents based on the assignment of the entries. Here, you can define how exactly they are calculated by defining an OCL expression or a path.

You can view or edit the document path assigned for each entry under Further information:

The default value of this field is automatically calculated based on the class settings and the global document path. If this value is overwritten here, it appears in green font. If a green document path is selected and deleted in the input field, the calculated default document path appears again.

If the document path is a subpath of the root path, it is saved relatively on the object. This has the advantage that changes to the global document path also automatically adjust the specially defined document paths.

The calculation of the document path is as follows:

• If a relative path is entered, it is attached to the global document path.
• If an absolute path is defined, it replaces the global document path.
• Local (overwritten) information on individual objects supplements or replaces the document path from the class settings.

For invoices, phases, activities and project entries (services, expense and outlays), the calculation of the document path also takes into account the parent objects: project, parent phase or address. Here, the calculation is as follows:

• Standard implementation uses the global document path. For phase, activity, invoice, and project entries, the parent objects (project, phase, address) are considered.
• In a second step, the class settings are checked. If a relative path is defined, it is attached; an absolute path is applied absolute.
• Finally, the document path on the individual object itself is checked. If a relative path is defined, it is attached; an absolute path is applied absolute.

If you want to use the address names as a subfolder, the document path for the class Adresseintrag is Contacts\%if oclistypeof(Kontakt) then oclastype(Kontakt).firma.name else name endif%.

If you want to use the project code as a subfolder, the document path for the class project is %code%..

Icon index

Defines which icon index you want to use. If you do not define anything, the default icon for the selected class is shown.

A list of the different icons with index can be found here.

List settings

Indicates whether special list settings have been saved as default for this class (see Save as default in list settings).

You can delete these list settings with the Delete button. This restores the settings to the Vertec default.