In this form, you can modify the definition of an entity managed by CARL Source and referenced in the Dictionary to adapt it to your specific needs.

On the left side, the tree structure displays the main object as a root node, with all its attributes listed below it.
By selecting an item, you can view its properties in detail in the right-hand Section. Each item is identified by an icon representing its type, which is also listed in the property header on the right.

 For the properties of an object’s attributes, see Attributes below, following the Section on object properties.

Available actions

Action buttons allow you to manipulate the elements in the object's tree structure on the left:

• : Add an attribute to an object in the "Search" category only, specifying the name, label, and data type (Alphanumeric, Date & Time, Code, etc.)
• : Sort in ascending alphanumeric order or descending the list of attributes for the displayed object.

Properties of an object

The object category is visually identified by specific icons for clarity; there are four of them:

•  : Entity
•  : Search
•  : Screen controller
•  : Other

• Purpose : Object ID, unique within the application.
• Description : Name of the object.

General Information

• Category : Object type. Editable objects are essentially entities.
• Module : The module to which the object belongs.
• Specific : Indicates whether the item was created for a specific need or is provided as standard.
• Tooltip : Name of the object.
• Indexed : Elasticsearch indexing; that is, the object used for full-text search.
• Translatable : Indicates whether at least one attribute of the object is managed in multiple languages. Unchecking this option disables all attributes of the object that are managed in multiple languages.

Functional Properties

• Authorized related documents : Related documents can be attached to the subject line.

If you designate an entity as one that can have associated documents, don’t forget to perform the assignment of access rights to those documents in the details of the Profiles If the necessary permissions do not exist for the feature, a custom development is required.

• Duplication possible : You can create an item by copying an existing one. In this case, you can choose which attributes to copy or not in the [Attributes] tab, "Copy" box.

Access restriction

• Access restriction ? : If the box is checked, then criteria for access restriction can be defined for this object. The conditions are as follows:

• Attribute : An attribute used as a filter criterion, if available.

Customization

• Attribute : Enter this if you want the form detailing the relevant object to vary depending on the value of this attribute.

Examples:

• By selecting the "Equipment Type" attribute for the MATERIAL object, you can configure the forms so that the detail form for a Asset or specific to each type of equipment.

• By selecting the "Skill" attribute for the TECHNICIAN object, you can configure the forms so that a Technician’s detail form adapts according to their skill.

To customize the screens, you must then create the various forms you need using the Custom form, and then define, for each form, the values for which this attribute applies.

Processing

• Status workflow : Object lifecycle. It is possible to define a workflow specific to an object.
• Multi-workflow : Indicates whether the object supports workflows with multiple conditional lifecycles.
  Useful in the details of a workflow when the object is specified: allows (or does not allow) the creation of alternative branches to the main workflow branch (which cannot be modified).

Storage

• Table : Main table where the object's data is stored.

GDPR

• GDPR - To be anonymized : checkbox used to indicate whether the object is included in the anonymization process.
• Data retention period (in months) : This duration allows you to define the threshold value beyond which the data must be automatically anonymized.

Attribute properties

The display of the right-hand detail pane adjusts based on the attribute field or even the relevant object category.

As a reminder, an icon identifying the attribute type is associated with each attribute in the Tree structure. The icon is also displayed in the header of the attribute’s properties:

•  : Alphanumeric
•  : Digital
•  : Boolean
•  : Date
•  : Date and time
•  : Schedule
•  : Monetary
•  : List
•  : Sub-topic
•  : Other

Select the attribute in the tree structure and modify its properties in the left pane.
Most properties can only be modified for custom attributes—that is, non-standard attributes that you have added CARL Source is here to meet your specific needs.

• Icon : Reuses the attribute's category.
• Attribute : Attribute ID. The attribute must begin with two lowercase letters or two uppercase letters.
  Example: "monAttribut" and "MONATTRIBUT" are allowed. "MonAttribut" is not allowed.
• Description : Attribute name.
• Field : Possible values for the attribute; see Field.
• Tooltip : Descriptive text that will be displayed when the user hovers the cursor over the attribute in a form.
• Translatable : If checked, allows the attribute (alphanumeric) to be handled in multiple languages within the application. Enabling this property on one of an object’s attributes automatically enables this property on the object to which the attribute belongs.

Links

• Related entity : Indicates the data type and therefore depends directly on the domain. If the domain is "Code", the attribute can itself be an object, specified in the associated entity (example: Supplier of an Item, Manager of a Asset).
• Multiple : Check this box if the value is presented in a table format. This primarily applies to search forms for multi-select criteria (such as work order reports, for example).
  This "Multiple" property is displayed in the block Data Properties / Data entry when the entity is of category Search
• List of options : The attribute value must be selected from a list of entities (only in the "Code" domain. Otherwise, use the list of values).
• Component entity : For attributes corresponding to collections or lists of items. For example, the "documents" attribute consists of DOCUMENT objects.
• Relationship : If the associated entity is an object, the relationship indicates the cardinality of the association.
  Example: The relationship between a budget and its manager is "n to 1." A budget can have only one manager, whereas an agent can be responsible for multiple budgets.

Ownership data

Data entry

• List of values : The attribute value must be selected from a standard or custom drop-down list; see list of values.
• Format : To be filled in for a "Date" domain attribute:

Other formats can be added to the file formats.properties.

• Default value : Default value assigned to this attribute when the object is created. It can be modified. See Dynamic default value.

For a default code, see Automatic coding.

Property attributes

These attributes must be specified when the value of one attribute is itself stored in another attribute. For example, on a purchase request (PR object), the currency of the "amount including tax" (amountTTC) is indicated in the "Supplier Currency" field (vendorCurrency attribute).

• Currency : Attribute where the field's Currency is stored, for a "Amount" domain attribute.
• Unit : Attribute where the field’s unit is stored; required for a “Quantity” domain attribute. (Example: “unit” for the “askedQty” attribute of the “PRLINE” object).
• Number of decimal places : Attribute where the number of decimal places for the field is stored, for a domain attribute of type "Quantity," "Amount," or "Numeric." (Example: "precision" for the "askedQty" attribute of the "PRLINE" object).

Value

• Minimum / Maximum / Precision / Decimal places : Applicable to numeric attributes. Precision refers to the number of digits in the integer part, while "decimals" refers to the number of digits after the decimal point.
• Character count : Maximum number of characters for the value. Applies to alphanumeric attributes.

Input form

These checkboxes allow you to define the appearance of the value displayed in the field corresponding to the attribute.

They may or may not be editable, depending on the domain to which the attribute belongs.

• Capital letters : Capitalization is required when entering the value. This applies to codes.
• No space : Spaces are replaced by '_' during data entry. This applies to codes.
• Dynamic expression : Entering dynamic expression is permitted.
• Time : Indicates a time-based display. This applies to durations.
• Percentage : Displays the '%' symbol after the number.
• Currency display : Automatic for AMOUNT domain attributes.
• Unit display : Automatic for QUANTITY domain attributes.
• Truncate : Applies to numerical values.

If the number of decimal places is 2, and the user enters the value 1.123, then:

• If "Truncate" is checked: the base value (and displayed value) is 1.12.
• If "Truncate" is not checked: The base value is 1.123 and the displayed value is 1.12.

• Multi-line : The value may contain line breaks, and the input field may span multiple lines. This is the case for comments.
• Publisher : Formatted text entry is possible; see Detailed descriptionNote: The formatting bar will only be enabled if the field is at least 3 lines long.

Persistence - Only objects stored in the database

• To be copied : Check this box if the attribute should be copied from the source element to the target element when creating a duplicate.
• Persistent : The attribute is saved in the database.
• Table / Column : The table column in which the attribute is stored.

Search

This section allows you to configure the attributes involved in full-text search.

• Indexed : If the box is checked, this indicates that this attribute should be used in full-text searches.
• Text analyzer : Determines the text analyzer to be applied to this attribute. The options are as follows:
  • Keyword : Converts the term to lowercase and encodes it in ASCII characters. The term is then indexed without segmentation.
  • Sentence : Converts the term to lowercase, converts it to ASCII characters, and then splits it into words (based on spaces, commas, etc.). These words are then indexed using a Filter n-gram prefix, which allows you to find entries containing only the beginning of the word.
  • HTML : Applies a filter that removes HTML tags, then performs the same processing as the "Phrase" parser described above.

   

Checks

• Bulk update : The bulk update is available for this attribute. This checkbox is active only for attributes where a change in value does not trigger standard processing. It is checked by default; you can uncheck it for attributes that you do not want to make available for bulk updates.
• Access restriction : This attribute can be used as data access restriction criteriaThe requirements are as follows:

• Restriction holder : If the object does not have a specific access restriction, the restriction can be applied to one of its attributes. For example: You can decide that no restriction is applied directly to the "Occupation" object, but that the restriction will be the same as the one applied to the Technician performing the work (the "technician" attribute).
  This assumes that the "Access restriction" checkbox is not selected for the object.

• Unique : The attribute value does not allow duplicates for this object.
• Required : The attribute will be required: it will be impossible to save the object without filling in this attribute. However, to display the asterisk *, you must customize forms.

Export

These settings apply to exports performed from the Actions menu from a list, see Export data.

• Exported flat file : The attribute is included in the data exported to Excel, CSV, and plain text formats. (Collections are never exported.) In all cases, if the attribute is displayed in the list, it will be included in the export.
• Exported in XML format : The export mode is defined as follows:

GDPR

This block allows you to define the attributes subject to the GDPR.

• GDPR? : If checked, the attribute is subject to GDPR rules and therefore to anonymization processing,
• Signature upon modification : indicates whether modifying this attribute requires a electronic signature to be validated.

Filter criteria - Only items in the "Search" category

• Operator : Type of comparison between the entered search criteria and the value of the object being searched for.
• Criteria : An attribute used as a search criterion. It can be an attribute of the object or of a related object.
• Relationship : The relationship between the main object and the object to which the attribute used as a search criterion belongs.
• Target audience : Related object to which the attribute used as a search criterion belongs.

See Add a search criterion.

Audit

These features are available if the "Audit enabled" is checked in the tab Subject [Audit].

Each checked box will result in a row in the trace table. It is therefore recommended to check the "Insert" and "Delete" boxes only for the attribute used to identify the row, typically the code.

• Insertion : The addition of an occurrence will be tracked, along with the attribute value.
• Modification : Any change to the attribute will be tracked, showing both the new and old values.
• Delete : A strikethrough line will be drawn across the row, along with the attribute value.