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Commit 123c2d30 authored by Benjamin Ulrich's avatar Benjamin Ulrich :speech_balloon:
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Merge branch 'sales_2001454_checklistdoku' into '2021.2'

Sales 2001454 checklistdoku

See merge request xrm/basic!1455
parents 309d8d2c 509897a7
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......@@ -3,6 +3,7 @@
<name>ChecklistEntryValue_entity</name>
<title>Checklist</title>
<majorModelMode>DISTRIBUTED</majorModelMode>
<documentation>%aditoprj%/entity/ChecklistEntryValue_entity/documentation.adoc</documentation>
<icon>NEON:MQL</icon>
<titlePlural>Checklists</titlePlural>
<recordContainer>jDito</recordContainer>
......
= ChecklistEntryValue_entity
== Overview
ChecklistEntryValue_entity defines the value of a ChecklistEntry_entity
== Relation to other entities
Every ChecklistEntry corresponds to one row in the Checklist.
Values of the ChecklistEntry_entity are stored in ChecklistEntryValue_entity.
== Best Practice
- See Checklist_entity documentation
== FAQ
- See Checklist_entity documentation
......@@ -3,6 +3,7 @@
<name>ChecklistEntry_entity</name>
<title>Checklist entries</title>
<majorModelMode>DISTRIBUTED</majorModelMode>
<documentation>%aditoprj%/entity/ChecklistEntry_entity/documentation.adoc</documentation>
<icon>NEON:MQL</icon>
<recordContainer>db</recordContainer>
<entityFields>
......
= ChecklistEntry_entity
== Overview
ChecklistEntry_entity defines an automatic or manual checklist entry.
== Relation to other entities
Every ChecklistEntry corresponds to one row in the Checklist.
Values of the ChecklistEntry_entity are stored in ChecklistEntryValue.
== Best Practice
- See Checklist_entity documentation
== FAQ
- See Checklist_entity documentation
......@@ -3,6 +3,7 @@
<name>Checklist_entity</name>
<title>Checklists</title>
<majorModelMode>DISTRIBUTED</majorModelMode>
<documentation>%aditoprj%/entity/Checklist_entity/documentation.adoc</documentation>
<icon>NEON:MQC</icon>
<siblings />
<onValidation>%aditoprj%/entity/Checklist_entity/onValidation.js</onValidation>
......
= Checklist_entity
== Overview
To add a new checklist, simply create a new entry in the Checklist context.
3 types of checklists:
1. Manuals that only have a title
2. Automatic via customizing process (ChecklistEntryRegistry)
3. Automatic by filter
(2 and 3 cannot be set to done by the user but are automatically set to done as soon as the condition applies)
2. have to be implemented once via customizing, almost everything is possible here, you only have to spend the time to implement it once.
The automatic ones come from the ChecklistEntryRegistry_basic -> you can orientate yourself very well on the existing ones, you only build one object together with name, title, type, objectType and define functions for value and displayvalue.
3. work in a similar way to 2. except that no customizing effort is necessary here, since the filters can be evaluated dynamically.
== Relation to other entities
The checklist entity is a list of ChecklistEntry_entity rows.
ChecklistEntryValue_entity saves the values of the checklist.
== Best Practice
- Be careful with automatic checklists, too many automatic checklists slow down the system!
== FAQ
How to add a manual checklist entry:
Simply add an entry in the Checklist context to the corresponding checklist.
How to add a automatic checklist entry:
Register the check process (see ChecklistEntryRegistry_basic),
and choose the process name in the dropdown,
while adding an entry in the checklist context.
Also see "Best Practice" when planning to add an automatic checklist entry.
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