Download combit Relationship Manager - Manual
Transcript
Entering and editing data Note, however, that no relations or any existing 1:1 and 1:N records are copied with it and in the field selection dialog, only the fields that can be copied are displayed. This means that any fields that are currently being occupied or calculated are not shown. Deleting records With Start > D e le te you can delete the current record. With Start > D e le te All you can delete all records. If you have not set a filter in advance, all records in this view will be deleted. Working simultaneously Locking behavior is how the database behaves when several users are editing the same record at once. If, by chance, a colleague is in the same record as you are and is also making changes to it, the question arises whose changes should be accepted. In this case, a dialog will open automatically in which the changes made by yourself and the other users are listed. Now select the field contents that are to be used. With the "…"-button you will enter another dialog in which you can change your input manually, for the situation in which neither entry is correct. In this way, you can use a combination of both entries. 3.5 Relationally linked records You can connect records in any way. For example, you can assign a contact to a company and different activities or projects. ▪ Relation 1:1: Clear assignment of two records. Example: Every activity is assigned exactly to one contact, which means you connect an activity to a contact. ▪ Relation 1:N: Assignment of multiple records to one record. Example: Each contact can be assigned to any number of activities, which means you connect multiple activities to one contact. Relation N:M: Multiple records can be assigned to one single record. Since the records are clearly connected to another record (1:1), by using this relati on, by double-clicking you can jump directly from one container to this record. By selecting a 1:N relation, the link view will automatically open, even if you double -click on a field in the target view. Example: Each contact can be assigned to any number of projects. The projects should also be able to be assigned to multiple contacts. Therefore, you need a link 52