Custom types, example

A custom type called CasePrices has been created in WorkZone Configurator with the idea of adding different sales price tags to the case. The custom type contains the following custom type fields:

Name	Default label	Field type	Note
CaseNo01	Case Number 01	Case	Used as a connector to the Case detail tab.
CaseNo02	Case Number 02	Case	Used as a reference to a potentially similar case.
ConNo01	Main Contact	Contact	Used as a connector to the Contact detail tab.
ConNo02	Secondary Contact	Contact	Used as a reference to a secondary contact.
DocNo01	Document	Document	Used as a connector to the Document detail tab.
DocNo02	Document	Document	Used as a reference to another document contain additional information.
Empl01	Main employee	Employee	Used to register the employee who will be handling the cost pricing.
Empl02	Backup Employee	Employee	Used to register a back-up employee.
Unit01	Employee unit	Unit	Used to register the WorkZone unit.
Addr01	Referral address	Address	Used to register a different address than the main contact, if necessary.
Desc01	Description	Text	Used to specify additional notes.
Price01	Price of admittance	Decimal	Used to specify the price of the service.
Date01	Price date	Date	Used to contain the date from which the price is valid.

Adding the custom type to a case

If the user adds the CasePrices custom type to a case detail tab, the following information is displayed in the Tab selector pane:

• CasePrices(CaseNo01)
• CasePrices(CaseNo02)

If the user selects CasePrices(CaseNo01) as the connector, the custom tab will display all the custom type fields listed above, apart from the CaseNo01 field, which is used as a connecting field.

Adding the custom type to a contact

If the user adds the CasePrices custom type to a contacts detail tab, the following information is displayed in the Tab selector pane:

• CasePrices(ConNo01)
• CasePrices(ConNo02)

If the user selects CasePrices(ConNo01) as the connector, the custom tab will display all the custom type fields listed above, including CaseNo01 and CaseNo02 but not from the ConNo01 field, which is used as a connecting field.

Adding the custom type to a document

Finally, if the user adds the CasePrices custom type to a documents detail tab, the following information is displayed in the Tab selector pane:

• CasePrices(DocNo01)
• CasePrices(DocNo02)

If the user selects CasePrices(DocNo01) as the connector, the custom tab will display all the custom type fields listed above, including ConNo01 and ConNo02 but not from the DocNo01 field, which is used as a connecting field.