Managing data record types and columns

Existing data record types are displayed in the Database area.

• Highlight a data record type in the list on the left-hand side, all the fields in this data record type will be displayed on the right.

The names of data record types and fields which are delivered with the standard edition cannot be changed.

Options for data record types and fields

With the CAS genesisWorld Standard Edition, the following options for data record types and fields are available to you:

• You can create additional fields for all data record types.
• In the Form Designer area of the Management Console, you can insert up to 10 fields for all data record types on the tabs of the data record windows for the desktop client.
• As of the 11th field, new fields are displayed unsorted on the More tab on the data record window of the respective data record type in the desktop client.
• You can create a new data record type. The name of this new data record type in the Standard Edition of CAS genesisWorld is always Test object. There are 2 settings which can be used for this data record type on the General tab: This data record type is user sensitive and This data record type is visible in CAS genesisWorld. All settings can be adapted individually in the other tabs.

For teamWorks new data record type formulas are customized in the Portals area of the Management Console.

• Portal Management area: teamWorks

If you deploy the Form & Database Designer module, you can create any number of further data record types, customize the interfaces of data record windows, and define formulas for automatic functions and process support.

• Form & Database Designer

Adopting changes for data record types and columns

Changes made to data record types or fields are not instantly saved in the database. You can, for example, create several columns for one data record type or make changes during your work. Before you close the Management Console, you will be prompted to either apply or discard your changes.

The following buttons are only displayed if you have changed a data record type or a column.

Click Apply all changes in the toolbar above to save all changes both for data record types and for fields.

Click Adopt to save the currently selected data record type.

Click Discard to discard all changes to the currently selected data record type. The changes are not be saved in the database and undone.

Assigning rights

When applying changes to columns, a window opens in which you can assign the Read and Change rights to the Standard user account as well as all other user accounts and groups.

The rights activated in this window are adopted on other domains if the replication is used. The user accounts and groups in other domains then receive the same rights as defined in this domain.

As always, the Administrator user account and other user accounts with administrator rights have full rights to new columns.

Unlock lock

If you create a data record type or fields and other users are working in CAS genesisWorld, then depending on the circumstances, you may not be able to transfer the changes to the database. Such a block might be used if a user has opened a list view for a respective data record type.

As the administrator, you can lift this block and thus allow changes to the data model.

The Application Server is logged on to the database via an account. The account has to have been granted the Display server status and Change random links rights.

This user account has been entered on the Server registration tab in the Server Manager.

• Server registration tab

If these rights are not available and a block is in place, then a window will open in which you can log on to the Microsoft SQL Server and specify the locked table.

• In this window click Unlock lock.
• If rights are missing, then a relevant window will open.
• Alternatively, you can now use a Microsoft SQL Server logon that already has these permissions to apply changes to record types and columns.
• For this, enter a user who has suitable rights in the Database username and Password fields and then click Unlock lock.

The logon is only used for this action.