How to use Custom link types
Operating mode
Cloud Suite
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Custom link types define new link types that are not included in the Vertec model, nor can they be “calculated” from the model. To access the custom links, there are a number of OCL operators and link methods.
To create a new custom link type, right-click the Link Types folder.
Below is an example of a custom link between users on the one hand and an additional class on the other.
In a link type, the behavior of the two sides (Role) of the link must always be defined, so the window consists essentially of the two parts From and To, which define the two sides of the link type.
Field | Significance |
---|---|
designation |
The designation entered here will be shown on the interface for this Role (container in the tree). |
Class |
Name of the entry type (class) of this Role. Can be selected using the three dots or entered directly. (Note: First letter must be uppercase). |
Sorting |
Here you can specify the sorting in the tree. Vertec sorts the link containers in ascending order. If nothing is specified, the containers are sorted alphabetically. |
Icon |
Here you can specify which Icon should show displayed (-1 shows the folder icon). |
Linkmember |
Custom link types do not use the link member, unlike Wrapper Link Types, because they do not link to an existing member. |
Container class |
Instead of the default LinkContainer, specific container classes can be specified depending on the class. A list of container classes can be found here. |
list controller |
a List Controller is a Python class that can be defined to influence the behavior of a list view. |
'New’ Menu |
If this option is selected, the option to create a new entry of the opposite side and to link it immediately appears in the New Menu (right mouse button or via Menu Entry). |
Show container |
If this option is checked, a container will be displayed as soon as a link is available. |
Always show container |
If this option is selected in addition to Show Container, the corresponding folder will be shown not only if it has links, but also if it is empty. This is better for performance because the entry does not have to check for links when it is displayed. |
Expandable |
Vertec 6.7.0.17. If this checkbox is deactivated, the folder in the tree cannot be opened. |
When opening |
Link types (and folders) can be configured to open directly in the Resource Planning or Business Intelligence (BI) view when clicking in the Standard view. For a description of the four options, see the Folder article. |
Single Link |
Here you can specify whether this page allows more than one object. |
Deletion forwarding |
If delete forwarding is enabled, the target objects are also deleted when the source object is deleted. No deletion permissions are checked The deletion forwarding is only useful if the other side is a single link, because only then is a clear “owner” given. Therefore, the deletion forwarding can only be set for the single link. If delete forwarding is configured, then the link cannot be resolved “by hand” (e.g. with the unlink method). The resolution of a link is then only possible by deleting one of the link partner objects. |
Active |
The link type is active and is therefore displayed on the interface. |
Allow links |
This link type can be used to create new links between entries via Drag & Drop. |
There are a number of OCL operators for accessing links, as described in the article OCL operators and methods for links.
In order for the users to be able to create such shortcuts, appropriate user rights must be set. These are as follows (for the example above):
Since in the above example an archive entry (an entry of additional class 0) is created via the Custom link, the following user rights must be set:
Activities are by default on each entry under Activities. Use of custom links, you can create your own structures and display the individual activities in a filtered manner. In the following example, subfolders such as offers, contracts or documents are shown: