I have a requirement of assigning certain category of Service calls to specific workgroup. Although I can do this sing the Rules, I do not wish to create a rule for each of the condition is there any way I can create the relation which I can use for assigning the call
The basic concept of Generic Relations is relating entities and not fields.
So you won't find "Assignment;TO Workgroup" in entities because this is just a field, not an entity. On the other hand "Service Call Category" is a field on OVSD but it is also an entity. That's why you can find "Service Call Category" in the entity list.
What I wrote in first post stands: Create a relation between Service Call Category and Work Groups,
and a ui rule like this:
When Service Call is modified and category is anything (*) limit value range through generic relations, choose as target field "Assignment;To Workgroup" then choose as source field the "Service Call;Category" and then select the generic relation.
Generic Relations are really useful on many occassions but, George will be the first to tell you that they are only half finished.
You cannot export/import any generic relations you create. So if you run a test environment, which you should really do, then any generic relations you create in TEST have to be manually re-created in the LIVE environment.
So experiment, but don't bother creating all relationships in TEST.
Peter, the main problem is mass creating generic relations not exporting from test to production. Actually, provided that test and production are relatively in sync, this is quite easy.
OK, it would be great if we had an ACES export/import. On the other hand if we had ACES export import then the OIDS would be retained. So, it only take two queries to sync test and prod environments generic relations, ACES export/import wouldn't do something different.
I know what you are saying George but, to export GR's requires DB manipulation which is far from ideal.
George Meneqakis Jun 27, 2007 20:34:53 GMT
"As many of you know generic relations is a very handy tool. However it is unfinished! You cannot export, you cannot import, you cannot drag and drop, you cannot use ACES... you cannot even display the freaking relation type on the view! "
I have examined the release note for the 4.5 SP17 which I found it very useful, but 5.1 version appears to be significantly different to 4.5, to start with I can not see any Generic Relation Type shown if the page 195 of SP17 Release note (i.e. Data>General section).
Where else can I find the proper reference for this function and the sequence for creating the relation for version 5.1?
Perhaps we can have a screen shot for version 5 which covers this subject as clear as SP17.