CARL Touch can display a customized attribute on a detail form. For example, it is possible to add a "contact" field (agent code) to the detail form of a task.
To do so, a few steps need to be followed:
- Add the attribute to the CARL Source dictionary object,
- Update the customization,
- Configure the CARL Touch specific attributes,
- Update the CARL Touch form customization.
Configure the specific attributes
- Object: Object of the specific attribute,
- Object type: Type of file (DTO) managing the object in CARL Touch,
- Attribute: Specific attribute to manage in CARL Touch,
- Attribute type: Type of the attribute to be managed in CARL Touch,
- Subtype: Only filled in when the attribute designates an external entity for CARL Touch.
Adding or deleting a specific attribute in the list will change CARL Touch customized forms and invalidate categories.