Creating dossiers

The following describes how you can create an element. To see which functions are available when creating an element, see the section on Functions.

Procedure

  1. Activate the App Designer in the Administration app
  2. In the app of your choice, open a data record in read- or edit mode.
  3. Click Customize in the toolbar of the App Designer.
  4. When you are at the location at which you wish to insert a new element, click the respective button to insert the new element, for example, Extend z-layout.
  5. Select Dossier.
  6. The element is inserted. If necessary, you can move the element to another position.

Functions

Dossier type

You can select the file type when you create a dossier for the Contacts data record type. If you leave the field empty, then a suitable option is inserted automatically depending on the contact type. For details, see the following table.

Option

Description

Dossier

The dossier contains the data records which are linked with the open contact.

The Dossier option is inserted automatically for individual contacts if you leave the field empty.

Overall dossier

Only applies for the organization and contact person contact types.

The overall dossier contains the data records which are linked with the open contact or with a parent or child contact.

The Overall dossier option is inserted automatically for organizations and contact persons if you leave the field empty.

Restrict data record types

In the Restrict data record types field, you can select which linked data record types you wish to display.

You do not have to define any setting. If you leave the field empty, then the linked data records for all data record types are displayed.

Heading

The following options are available to change a static header or title.

Function

Description

With this button, you remove the current header.

With this button, you select a header. In the list, you can find all texts available for the open app.

With this button, you change the text of the header.

 
Note

This text may appear in different locations. If you edit the text, it will be changed in all locations.

System texts cannot be edited.

Using this button, you can enter a new text.

  • The Key (ID) field is completed automatically and you do not have to change it.
  • You can enter the text in any of the languages which are available in SmartWe.

Display mode

In the Display mode field, you define whether the dossier displays Data records or Lists.

  • Data records means that the dossier contains a list of linked data records. You can open the respective data records by clicking them.
  • Lists means that the dossier displays a list of the data record types for which link types are available.

  • If you have not defined any settings under Restrict data record types, all data record types are displayed for which at least one link type is available. Otherwise, only the selected data record types are displayed. Additionally, you can always select the Dossier entry to open the entire dossier.

  • Click a data record type to open the extended dossier list for this data record type.