...
In entities metadata file <segmentincluded> tag's value must be set to true. Keep in mind that <segmentincluded> default value is false.
| Ui expand |
|---|
| title | Restricted Segment Entities |
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| Code Block |
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| language | xml |
|---|
| title | entities.xml |
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| collapse | true |
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| <entities>
<entity>
<id>CUSTOMRENTALS</id>
<name>key_rental</name>
<tablename>TRN_RENTALS</tablename>
<classname>com.crm.dataobject.rentals.CUSTOMCRMDORental</classname>
<moduleid>CUSTOM_RENTALS</moduleid>
<metadatafile>rentals</metadatafile>
<segmentincluded>true</segmentincluded>
</entity>
...
</entities> |
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2. Fields Metadata
...
File
In fields metadata file:
- <qlfieldname> <qlfieldname> tag's value is the CRMQL field name and must be defined for the fields that you want to be available as segment criteria.
- <segmentpreviewname> tag's value must be defined for the fields that you want to be displayed when previewing a segment. Valid values are ENTITYNUMBER, ENTITYNAME, ENTITYALTCODE, ENTITYDESC and are used when you want the field to be displayed as the entity's number, name, alternative code or description accordingly.
| Ui expand |
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| title | Restricted Segment Fields |
|---|
|
| Code Block |
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| language | xml |
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| title | entitiesrentals.xml |
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| collapse | true |
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| <entityfieldconfig>
<<mainfield>
<id>custom_number</id>
<name>key_number</name>
<xpath>number</xpath>
<qlfieldname>rental.number</qlfieldname>
<segmentpreviewname>ENTITYNUMBER</segmentpreviewname>
</mainfield>
<fields>
<field>
<id>custom_type</id>
<name>key_type</name>
<relatedentityxpath>type</relatedentityxpath>
<xpath>name</xpath>
<qlfieldname>rental.type.name</qlfieldname>
</field>
<field>
<id>custom_type_alt_code</id>
<name>key_type_alt_code</name>
<relatedentityxpath>type</relatedentityxpath>
<xpath>altCode</xpath>
<csrexcluded>true</csrexcluded>
<plarexcluded>true</plarexcluded>
<acrexcluded>true</acrexcluded>
<audittrailexcluded>true</audittrailexcluded>
<qlfieldname>rental.type.alternative_code</qlfieldname>
</field>
<field>
<id>custom_account</id>
<name>key_account</name>
<relatedentityxpath>accountReceivable</relatedentityxpath>
<xpath>name</xpath>
<qlfieldname>rental.accounts_receivable.name</qlfieldname>
</field>
<field>
<id>custom_state</id>
<name>key_state</name>
<xpath>state</xpath>
<qlfieldname>rental.state</qlfieldname>
</field>
<field>
<id>custom_effective_date</id>
<name>key_effective_date</name>
<xpath>effectiveDate</xpath>
<qlfieldname>rental.effective_date</qlfieldname>
</field>
<field>
<id>custom_expiration_date</id>
<name>key_expiration_date</name>
<xpath>expirationDate</xpath>
<qlfieldname>rental.expiration_date</qlfieldname>
</field>
<field>
<id>custom_notes</id>
<name>key_notes</name>
<xpath>sharedNotes</xpath>
</field>
<field>
<id>custom_createdByUser</id>
<name>key_created_by_user</name>
<relatedentityxpath>createdByUser</relatedentityxpath>
<xpath>username</xpath>
<audittrailexcluded>true</audittrailexcluded>
</field>
<field>
<id>custom_updatedByUser</id>
<name>key_updated_by_user</name>
<relatedentityxpath>updatedByUser</relatedentityxpath>
<xpath>username</xpath>
<audittrailexcluded>true</audittrailexcluded>
</field>
<field>
<id>custom_createdByUnit</id>
<name>key_created_by_unit</name>
<relatedentityxpath>createdByUnit</relatedentityxpath>
<xpath>name</xpath>
<audittrailexcluded>true</audittrailexcluded>
</field>
<field>
<id>custom_updatedByUnit</id>
<name>key_updated_by_unit</name>
<relatedentityxpath>updatedByUnit</relatedentityxpath>
<xpath>name</xpath>
<audittrailexcluded>true</audittrailexcluded>
</field>
<field>
<id>custom_createdDate</id>
<name>key_created_date</name>
<xpath>createdDate</xpath>
<audittrailexcluded>true</audittrailexcluded>
</field>
<field>
<id>custom_updatedDate</id>
<name>key_updated_date</name>
<xpath>updatedDate</xpath>
<audittrailexcluded>true</audittrailexcluded>
</field>
</fields>
<collections>
<collection>
<id>custom_items</id>
<name>key_items</name>
<relatedentityxpath/>
<xpath>items</xpath>
<qlfieldname>rental.items</qlfieldname>
<method>
<ejbname>CUSTOMCRMUIRental</ejbname>
<methodname>loadItemsTab</methodname>
<parameters>
<parameter>
<xpath>[DTO]</xpath>
</parameter>
</parameters>
</method>
<mainfield>
<id>custom_serialNumber</id>
<name>key_serialNumber</name>
<relatedentityxpath>installedItem</relatedentityxpath>
<xpath>altCode</xpath>
<qlfieldname>rental.items.serial_number</qlfieldname>
</mainfield>
<fields>
<field>
<id>custom_code</id>
<name>key_product_code</name>
<relatedentityxpath>installedItem</relatedentityxpath>
<xpath>product/code</xpath>
<qlfieldname>rental.items.product_code</qlfieldname>
</field>
<field>
<id>custom_type</id>
<name>key_product_type</name>
<relatedentityxpath>installedItem</relatedentityxpath>
<xpath>product/type/name</xpath>
<qlfieldname>rental.items.product_type</qlfieldname>
</field>
</fields>
</collection>
</collections>
</entityfieldconfig> |
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