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Description
The CRMConfig file is located in the metadata folder (/Crm/WebContent/metadata/ modules.xml ) and has an XML structure. This structure a certain structure which is used when a new Security Profile is created or when an existing one is updated. This feature enables the users to configure the permissions for each module permissions (create, delete, read, edit).
Attributes
Name | Description | Value | |
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moduleid | Unique Identifier | Any | |
modulename | A name that describes the module | Any | |
moduledescription | A description that describes the module | Any | |
modulemainmenuoptionid | The identifier of the main menu option the entity belongs to. | Any of the main menu option ids defined in the menu options metadata file | |
relatedmodules | A set of related modules include | Related Modules | |
features | A set of module related features include | Features | |
skins | A set of skins | ||
leftmenuoptions | A set of module related menu optionsinclude | Left Menu OptionsLeft Menu Options |
Code Block |
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<moduleconfig> <modules> ... <module> <moduleid>CONTACT_INFORMATION</moduleid> <modulename>Contact Information</modulename> <moduledescription><![CDATA[Contact Information is all the information which is needed in order to contact a customer or a prospect customer, which can either be a physical person or a company.]]></moduledescription> <modulemainmenuoptionid>CRM1412</modulemainmenuoptionid> <relatedmodules></relatedmodules> <features> ... <feature> <featureid>CONTACTS</featureid> <featurename>Ability to create, view and maintain Contact Information.</featurename> <featuredescription>Record the contact information for any physical person or company the company is to interact with. This can belong to a customer, prospect customer, partner, or external sales agents and reps. Record its type (physical person or company), name, addresses, phones, emails, country of residence, ID number, date of birth, company name, number of employees, registration number and more.</featuredescription> <featuremenuoptionid>CRM1412</featuremenuoptionid> <commonprocesses> <process> <id>CREATE_CONTACT</id> <name>Create Contact</name> <description>Create a new Contact.</description> <methods> <method> <ejbname>CRMUIContactInformation</ejbname> <methodname>createButton</methodname> </method> </methods> </process> <process> <id>VIEW_CONTACT</id> <name>View Contact</name> <description>View an existing Contact.</description> <methods> <method> <ejbname>CRMUIContactInformation</ejbname> <methodname>loadForm</methodname> </method> </methods> </process> <process> <id>EDIT_CONTACT</id> <name>Edit Contact</name> <description>Edit an existing Contact.</description> <methods> <method> <ejbname>CRMUIContactInformation</ejbname> <methodname>editButton</methodname> </method> </methods> </process> <process> <id>DELETE_CONTACT</id> <name>Delete Contact</name> <description>Delete an existing Contact.</description> <methods> <method> <ejbname>CRMUIContactInformation</ejbname> <methodname>deleteButton</methodname> </method> </methods> </process> <process> <id>SAVE_CONTACT</id> <name>Save Contact</name> <description>Save a Contact.</description> <methods> <method> <ejbname>CRMUIContactInformation</ejbname> <methodname>saveButton</methodname> </method> </methods> </process> </commonprocesses> <additionalprocesses> ... <process> <id>ADD_ADDRESS</id> <name>Add address</name> <description>Add address for a contact.</description> <methods> <method> <methodname>addAddressesButton</methodname> <ejbname>CRMUIContactInformation</ejbname> </method> </methods> </process> <process> <id>REMOVE_ADDRESS</id> <name>Remove address</name> <description>Remove address from a contact.</description> <methods> <method> <methodname>removeAddressesButton</methodname> <ejbname>CRMUIContactInformation</ejbname> </method> </methods> </process> <process> <id>SHOW_INACTIVE_ADDRESSES</id> <name>Show inactive addresses</name> <description>Show inactive addresses for a contact.</description> <methods> <method> <methodname>showInactiveAddressesButton</methodname> <ejbname>CRMUIContactInformation</ejbname> </method> </methods> </process> <process> <id>DEACTIVATE_ADDRESS</id> <name>Deactivate address</name> <description>Deactivate addresses for a contact.</description> <methods> <method> <methodname>deactivateAddressButton</methodname> <ejbname>CRMUIContactInformation</ejbname> </method> </methods> </process> <process> <id>ACTIVATE_ADDRESS</id> <name>Activate address</name> <description>Activate addresses for a contact.</description> <methods> <method> <methodname>activateAddressButton</methodname> <ejbname>CRMUIContactInformation</ejbname> </method> </methods> </process> ... </additionalprocesses> </feature> <feature> <featureid>CONTACT_INFO_WEB_API</featureid> <featurename>Integrate to other systems using Contact Information Web API</featurename> <featuredescription>Contact Information Web API.</featuredescription> <featuremenuoptionid /> <webapis> <webapi> <id>CONTACT_INFO_SHOW</id> <name>contact_information/show</name> <description>Show Contact Information Web API</description> <classname>CRMAPIContactInformationBean</classname> <method>show</method> </webapi> <webapi> <id>CONTACT_INFO_CREATE</id> <name>contact_information/create</name> <description>Create Contact Information Web API</description> <classname>CRMAPIContactInformationBean</classname> <method>show</method>... </webapi> <webapi> <id>CONTACT_INFO_UPDATE</id> <name>contact_information/update</name> <description>Update Contact Information Web API</description> <classname>CRMAPIContactInformationBean</classname> <method>update</method> </webapi> </webapis> </feature> </features> <leftmenuoptions> <id>CRM1400</id> <!-- CONTACT INFORMATION --> <id>CRM1412</id> <!-- CONTACT INFORMATION > Contact Information --> <id>CRM2400</id> <!-- MODULE CONFIGURATION --> <id>CRM2401</id> <!-- MODULE CONFIGURATION > Contact Information --> <id>CRM2409</id> <!-- MODULE CONFIGURATION > Contact Information > Categories --> <id>CRM2417</id> <!-- MODULE CONFIGURATION > Contact Information > Industries --> ... <id>CRM2418</id> <!-- MODULE CONFIGURATION > Contact Information > Industry Sectors --> <id>CRM1413</id> <!-- MODULE CONFIGURATION > Contact Information > Definitions --> </leftmenuoptions> </module> ... </modules> <skins></skins> <loginmodules> <moduleid>CONTACT_INFORMATION</moduleid> <moduleid>COMMUNICATION_CENTER</moduleid> <moduleid>SUBSCRIPTIONS</moduleid> <moduleid>ACCOUNTS_RECEIVABLE</moduleid> <moduleid>FINANCIAL_TRANSACTIONS</moduleid> ... </loginmodules> </moduleconfig> |