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. To access the custom links, there are a number of OCL operators and link methods.
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 (roles) 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 is 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. (Caution: 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 specify which Icon (Disambiguation) to show (-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 . |
list controller |
A List Controller is a Python class that can be defined to influence the behavior of a list view. |
'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) and link it immediately. |
Show Containers |
If this option is selected, a container will be displayed as soon as a link exists. |
Always show containers |
If this option is selected in addition to Show Containers, the corresponding folder will be 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 for links 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 link type allows you to create new links between entries by Drag & Drop . |
There are a number of OCL operators for accessing links. For a description, see OCL operators and methods for links.
In order for users to be able to create such shortcuts, appropriate permissions 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 right must also be set:
By default, activities can be found under Activities 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 displayed: