Detailed view of master data and control values
In the following steps you will learn about general attributes and functions of master data and control values.
Tabs within master data sets
The detailed views of master data sets and control value sets are separated into tabs. It is very well possible that only one single tab is available.
To silhouette the tab that the user is currently working on against the other tabs, the active tab is coloured in white while the other tabs are coloured in light grey.
Special Actions-Buttons within data sets
The Special Actions are separated into data set specific features and general functionalities:
- The data set specific features vary depending on the type of data set. In some type of data sets they might be missing as well. In newly set up data records which include specific Special Action-buttons these buttons will only be visible and ready for usage after saving the record for the first time.
- A new data set can be set up by clicking the "New"-button.
- Through clicking the navigation arrows that point to the left resp. to the right you will be lead to the previous resp. following data set.
- With the "Save"-button the data record is saved.
Description fields
- Fields that are coloured in gray cannot be edited and are filled automatically by the system.
- White-coloured fields are editable and need to be filled manually by the user via keyboard or copy&paste.
Data fields
One way to put in a date in the data field is to select a date from the calendar attached to the date field. A click on the calendar symbol opens the calender where the user can navigate to the favored date.
Another way to insert a date would be to enter it manually via keyboard or copy&paste. There are several formatting possibilities to enter a date, e.g. "dd ddmm" , "ddmmyy", or "dd.mm.yy" resp. "dd.mm.yyyy". In case year or month are not entered, the date is completed automatically with the current year or month. Example: if only "11" is entered in the data field, the date would be completed to "11.current month. current year".
Single details
In these selection fields only one single value can be selected. The field value is related to only one single other master data set (1:1-relation). An example for this kind of relation would be an order which can only be linked to one advertiser. The advertiser data are stored separately in one single data set.
Search function
By clicking into the selection field a table is opend. It contains all the data sets that match the selection field. The search works through the magnifying glass and sorting arrows of the individual column headers. Like in master data table view you can have all of the data sets displayed by clicking "Show all" in the table´s context menu. Once you double-clicked one of the data sets it is inserted into the selection field and the window is closed.
Set up of a new related data record
If the user has the rights to set up new data records (that means he is part of a user group that is allowed to create and change new data sets), he can create a new data set via the "+"-button. After entering all the required data and saving the new set, you can select it from the selection table of the field as explained in the previous step.
Detailed view of the selected data set
To open the details of the selected data record you need to click on the folder-button.
Address directory
The system provides the possibility to switch back to the original data set (on which the work is still in progress and not saved yet) after creating a new record out of a selection field. To make sure that none of the data already entered in the original record is lost, the user can use the address directory between menu bar an module header to navigate back. In the example above the client data was opened out of an order. To navigate back to the order, you only need to click on "Order (New)" in the address directory.
Multiple exclusive details
One single data record is the parent of several child records. These relations are called 1:n-relations. An example for this kind of relation would be an order which is parent to several suborders.
The child data sets cannot be selected from fields but have to be created out of the parent data set. Referring to the order/suborder-example would it not be possible to create a suborder without a matching parent order or to link the suborder of order A to order B.
Optional details
Several parent data sets can be linked to several linked data sets which is called n:m-relation. The linked data sets are not dependent on the parent sets. So the user is free to allocate or deallocate the linked data sets to the parent. An example would be one product which can be allocated to several clients whereas each client distributes several products.
The linked data sets can be searched for and selected via the magnifying glass. By clicking the "+"-button a new record can be set up and afterwards linked if the user has the rights to do so.
The "X" in the allocation table removes the selected data set from the allocation.
Optional exclusive details
Optional exclusive details are child data sets which only can be created out of a parent data set and are exclusively linked to it but, in contrary to multiple exclusive details, can be deleted. The child records in this relation are only stored in the parent records. There is no separate data set created for them. This means that by deleting a child in a parent record, it is completely removed from the system.
Referring to the screenshot an example for such relations would be a commitment with several commitment steps. The steps can only be created within the commitment and cannot be allocated to other commitments. It is also possible to remove and at the same time completely delete the commitment step by clicking on the bin-button.