Search This Blog

Wednesday, April 24, 2013

Reference field type

New type of field has been introduced. It lets make references from one case to other case. When creating such a field on a form you need to choose procedure of referenced cases.

Here are some examples how you can use it:
  1. Reference from an invoice to an agreement.
  2. Reference from request to previous request. (In this scenario you references cases of the same procedure)
  3. Create procedure "Customer", so every case represents one customer. And then reference from other procedures to customers. (In this scenario "Customer" procedure is kind of dictionary, but with possibility to define own fields).
When users what to put a reference to a field he simply starts typing and list of matching cases names is shown:
Therefore it is important to give proper names to cases. The best way to do it is to create automatic rule changing case names on basis of field values. For example rule can put cusotmer's name, city and VAT ID into case name.

No comments:

Post a Comment