Connections (aka Connect entities)
Contents
In essence, a connection or connect entity is a user-friendly way to take a field value from marked records in one data source and copy that to another field in marked records from a second search result (or to a new record) in another data source. The most likely implementation of this principle will be bulk linking, where the user links all marked records in the current data source to a record in another data source, to link a set of objects to an outgoing loan or an exhibition for example.
Once set up properly, a Links drop-down list in the context toolbar of the Result set in Axiell Collections will offer one or more options. Prior to selecting one of the options, the user must mark the desired records for the operation. Then a Links option must be selected and activated by clicking the chain icon next to the drop-down list. A Search <data source> window will open, allowing the user to search for a second batch of records or to create a new record in the other data source to link the initial selection of records to.
The setup is constructed in such a way that it doesn't matter which of the source and destination fields is a linked field, it is even possible to set plain fields for both the source and destination field.
Depending on the nature of the source and destination field, a connect entity can behave in two different ways:
| • | If the source field is a plain field while the destination field is a linked field or plain, then the value from the source field will be copied to the destination field (and will be resolved if it concerns a linked field) |
| • | If the source field is a linked field while the destination field is a plain field, then the value from the destination field will be copied to the source field and will be resolved. |
See also
Accessing the application setup