From 56756dcdb6d6b780b1aa915e5046650ef2163653 Mon Sep 17 00:00:00 2001
From: "github-actions[bot]" <github-actions[bot]@users.noreply.github.com>
Date: Mon, 26 Aug 2024 14:08:21 +0000
Subject: [PATCH] deploy: 55898eebe1ba788ff4412ecf63fb30dffbfff284

---
 .../LandingPage/landingpage-fallback.png      | Bin 0 -> 62499 bytes
 404.html                                      |   6 +++---
 article/index.html                            |   4 ++--
 assets/js/app.597aaffc.js                     |  19 ------------------
 assets/js/app.c5d32722.js                     |  19 ++++++++++++++++++
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 ...guration-LandingPage--6c63a7aa.5379aee7.js |   1 -
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 category/index.html                           |   4 ++--
 cz/customizer-guide/index.html                |   6 +++---
 cz/customizer-guide/integration/index.html    |   6 +++---
 .../integration/raynet/calendar/index.html    |   6 +++---
 .../integration/raynet/contacts/index.html    |   6 +++---
 .../integration/raynet/index.html             |   6 +++---
 .../integration/signi/index.html              |   6 +++---
 .../tenant/configuration/index.html           |   6 +++---
 cz/index.html                                 |   4 ++--
 en/config/index.html                          |   6 +++---
 en/customizer-guide/index.html                |   6 +++---
 .../index.html                                |   6 +++---
 .../contract/configure-processes/index.html   |   6 +++---
 .../people/configure-people/index.html        |   6 +++---
 .../people/provision-approvals/index.html     |   6 +++---
 .../configure-procurement/index.html          |   6 +++---
 .../preparing-content/index.html              |   6 +++---
 .../controls/FileExplorer/actions/index.html  |   6 +++---
 .../collaborationworkspaces/index.html        |   6 +++---
 .../custom-command-bar-buttons/index.html     |   6 +++---
 .../custom-view-columns/index.html            |   6 +++---
 .../documenttemplating/index.html             |   6 +++---
 .../controls/FileExplorer/general/index.html  |   6 +++---
 .../controls/addresspicker/index.html         |   6 +++---
 .../controls/annotations/index.html           |   6 +++---
 .../controls/announcementcard/index.html      |   6 +++---
 .../controls/attachmentsgrid/index.html       |   6 +++---
 .../controls/codeeditor/index.html            |   6 +++---
 .../controls/colorfuloptionset/index.html     |   6 +++---
 .../controls/colorpicker/index.html           |   6 +++---
 .../controls/companyprofilehinting/index.html |   6 +++---
 .../datasetgeolocationviewer/index.html       |   6 +++---
 .../controls/emaildesigner/index.html         |   6 +++---
 .../controls/emailpicker/index.html           |   6 +++---
 .../controls/filepicker/index.html            |   6 +++---
 .../controls/formbutton/index.html            |   6 +++---
 .../applications/controls/general/index.html  |   6 +++---
 .../controls/htmlcontentdisplay/index.html    |   6 +++---
 .../applications/controls/infocard/index.html |   6 +++---
 .../controls/keyfigures/index.html            |   6 +++---
 .../controls/mappicker/index.html             |   6 +++---
 .../controls/milestones/index.html            |   6 +++---
 .../applications/controls/mockapi/index.html  |   6 +++---
 .../controls/notificationpanel/index.html     |   6 +++---
 .../controls/optionseticons/index.html        |   6 +++---
 .../controls/phonepicker/index.html           |   6 +++---
 .../controls/quicklookupedit/index.html       |   6 +++---
 .../applications/controls/rating/index.html   |   6 +++---
 .../applications/controls/treeview/index.html |   6 +++---
 .../applications/controls/wbs/index.html      |   6 +++---
 .../modules/operation/procurement/index.html  |   6 +++---
 .../deploy-an-environment/index.html          |   6 +++---
 .../index.html                                |   6 +++---
 .../provision-an-environment/index.html       |   6 +++---
 .../talxis-templates/index.html               |   6 +++---
 .../solution-components/appmodule/index.html  |   6 +++---
 .../businessrule/index.html                   |   6 +++---
 .../solution-components/canvasapp/index.html  |   6 +++---
 .../solution-components/cloudflow/index.html  |   6 +++---
 .../solution-components/entity/index.html     |   6 +++---
 .../solution-components/field/index.html      |   6 +++---
 .../solution-components/form/index.html       |   6 +++---
 .../solution-components/general/index.html    |   6 +++---
 .../solution-components/icon/index.html       |   6 +++---
 .../solution-components/optionset/index.html  |   6 +++---
 .../solution-components/plugin/index.html     |   6 +++---
 .../relationship/index.html                   |   6 +++---
 .../securityrole/index.html                   |   6 +++---
 .../solution-components/view/index.html       |   6 +++---
 .../webresource/index.html                    |   6 +++---
 .../solution-components/workflow/index.html   |   6 +++---
 .../utilities/announcements/index.html        |   6 +++---
 .../utilities/async-jobs/index.html           |   6 +++---
 .../utilities/background-jobs/index.html      |   6 +++---
 .../utilities/configuration-page/index.html   |   6 +++---
 .../utilities/create-and-open/index.html      |   6 +++---
 .../custom-assignment-cascade/index.html      |   6 +++---
 .../applications/utilities/flows/index.html   |   6 +++---
 .../utilities/introductions/index.html        |   6 +++---
 .../utilities/landingpages/index.html         |   8 ++++----
 .../utilities/lookup-references/index.html    |   6 +++---
 .../utilities/metadata/index.html             |   6 +++---
 .../utilities/querybuilder/index.html         |   6 +++---
 .../utilities/record-operations/index.html    |   6 +++---
 .../templates/document-template/index.html    |   6 +++---
 .../templates/email-template/index.html       |   6 +++---
 .../fill-excel-reapter-template/index.html    |   6 +++---
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 .../templates/fill-word-template/index.html   |   6 +++---
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 .../utilities/uci-extensions/index.html       |   6 +++---
 .../code-structure/code-structure/index.html  |   6 +++---
 .../getting-started/components/index.html     |   6 +++---
 .../contributing/git-workflow/index.html      |   6 +++---
 .../index.html                                |   6 +++---
 .../naming-conventions/git/index.html         |   6 +++---
 .../devkit-environment-tools/index.html       |   6 +++---
 .../devkit/devkit-other-tools/index.html      |   6 +++---
 .../devkit/devkit-scaffolders/index.html      |   6 +++---
 .../index.html                                |   6 +++---
 .../index.html                                |   6 +++---
 .../devkit-solution-package-tools/index.html  |   6 +++---
 .../devkit/devkit-vscode/index.html           |   6 +++---
 .../devkit/troubleshooting/index.html         |   6 +++---
 en/developer-guide/index.html                 |   6 +++---
 .../connector/excelconnector/index.html       |   6 +++---
 .../connector/imageconnector/index.html       |   6 +++---
 .../connector/wordconnector/index.html        |   6 +++---
 .../npm-packages/clientlibraries/index.html   |   6 +++---
 .../platform/pipelines/appuser/index.html     |   6 +++---
 .../platform/pipelines/build/index.html       |   6 +++---
 .../platform/pipelines/deploy/index.html      |   6 +++---
 .../platform/pipelines/executeflow/index.html |   6 +++---
 .../preparing-content/index.html              |   6 +++---
 en/index.html                                 |   4 ++--
 en/user-guide/index.html                      |   6 +++---
 .../business-process-flow/index.html          |   6 +++---
 .../basic-app-elements/dashboards/index.html  |   6 +++---
 .../export-excel/index.html                   |   6 +++---
 .../basic-app-elements/forms/index.html       |   6 +++---
 .../basic-app-elements/index.html             |   6 +++---
 .../login-to-app/index.html                   |   6 +++---
 .../basic-app-elements/lookup/index.html      |   6 +++---
 .../navigation-menu/index.html                |   6 +++---
 .../select-application/index.html             |   6 +++---
 .../basic-app-elements/sitemap/index.html     |   6 +++---
 .../basic-app-elements/subgrid/index.html     |   6 +++---
 .../basic-app-elements/tag/index.html         |   6 +++---
 .../basic-app-elements/text-editor/index.html |   6 +++---
 .../basic-app-elements/timeline/index.html    |   6 +++---
 .../basic-app-elements/views/index.html       |   6 +++---
 .../track-and-manage-activities/index.html    |   6 +++---
 .../use-accounts/index.html                   |   6 +++---
 .../use-contacts/index.html                   |   6 +++---
 .../add-historical-contract/index.html        |   6 +++---
 .../contract/add-review-comment/index.html    |   6 +++---
 .../contract/amend-valid-contract/index.html  |   6 +++---
 .../approve-or-reject-contract/index.html     |   6 +++---
 .../create-and-edit-contract/index.html       |   6 +++---
 .../contract/dashboard/index.html             |   6 +++---
 .../how-to-handle-review-comment/index.html   |   6 +++---
 .../contract/manage-contracts/index.html      |   6 +++---
 .../notify-users-about-contract/index.html    |   6 +++---
 .../roles-in-the-contract-process/index.html  |   6 +++---
 .../contract/sign-the-contract/index.html     |   6 +++---
 .../start-and-finish-of-review/index.html     |   6 +++---
 .../contract/start-approval/index.html        |   6 +++---
 .../index.html                                |   6 +++---
 .../contract/terminate-contract/index.html    |   6 +++---
 .../procurement/add-invoice-detail/index.html |   6 +++---
 .../approve-purchase-invoice/index.html       |   6 +++---
 .../create-purchase-invoice/index.html        |   6 +++---
 .../business-process/procurement/index.html   |   6 +++---
 .../mark-invoice-as-paid/index.html           |   6 +++---
 .../procurement-process/index.html            |   6 +++---
 .../procurement/project/index.html            |   6 +++---
 .../roles-in-procurement/index.html           |   6 +++---
 .../procurement/sent-for-approval/index.html  |   6 +++---
 .../add-products-to-quote-order/index.html    |   6 +++---
 .../sales/close-opportunity/index.html        |   6 +++---
 .../sales/create-and-manage-lead/index.html   |   6 +++---
 .../sales/create-and-manage-order/index.html  |   6 +++---
 .../sales/create-and-manage-quote/index.html  |   6 +++---
 .../create-or-edit-opportunity/index.html     |   6 +++---
 .../index.html                                |   6 +++---
 .../gain-insights-with-dashboards/index.html  |   6 +++---
 .../sales/security-roles/index.html           |   6 +++---
 en/user-guide/preparing-content/index.html    |   6 +++---
 encrypt/index.html                            |   4 ++--
 index.html                                    |   4 ++--
 slide/index.html                              |   4 ++--
 tag/index.html                                |   4 ++--
 timeline/index.html                           |   4 ++--
 318 files changed, 675 insertions(+), 675 deletions(-)
 create mode 100644 .attachments/LandingPage/landingpage-fallback.png
 delete mode 100644 assets/js/app.597aaffc.js
 create mode 100644 assets/js/app.c5d32722.js
 rename assets/js/{page--3980135b.82ab346a.js => page--3980135b.a052c323.js} (79%)
 rename assets/js/{page--42dcb9c2.dc026be1.js => page--42dcb9c2.d10cf785.js} (94%)
 rename assets/js/{page--c3c7a5bc.f2fb5a52.js => page--61f45bf4.3a89d119.js} (82%)
 rename assets/js/{page--a34a6eca.391b7529.js => page--a34a6eca.a790c635.js} (86%)
 rename assets/js/{page--61f45bf4.10e704c7.js => page--c3c7a5bc.71c188af.js} (82%)
 rename assets/js/{page-Addapurchaseinvoicedetail--ea93667c.b1537acb.js => page-Addapurchaseinvoicedetail--ea93667c.7e3ddca2.js} (99%)
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diff --git a/assets/js/page-Addapurchaseinvoicedetail--ea93667c.b1537acb.js b/assets/js/page-Addapurchaseinvoicedetail--ea93667c.7e3ddca2.js
similarity index 99%
rename from assets/js/page-Addapurchaseinvoicedetail--ea93667c.b1537acb.js
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index 31900465d..e5c359039 100644
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diff --git a/assets/js/page-Addhistoricalcontract--5673b442.bacfba07.js b/assets/js/page-Addhistoricalcontract--5673b442.41bacade.js
similarity index 97%
rename from assets/js/page-Addhistoricalcontract--5673b442.bacfba07.js
rename to assets/js/page-Addhistoricalcontract--5673b442.41bacade.js
index 73c31a407..04f59092f 100644
--- a/assets/js/page-Addhistoricalcontract--5673b442.bacfba07.js
+++ b/assets/js/page-Addhistoricalcontract--5673b442.41bacade.js
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-(window.webpackJsonp=window.webpackJsonp||[]).push([[16],{636:function(t,a,r){"use strict";r.r(a);var o=r(1),n=Object(o.a)({},(function(){var t=this,a=t.$createElement,r=t._self._c||a;return r("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[r("h1",{attrs:{id:"add-historical-contract"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#add-historical-contract"}},[t._v("#")]),t._v(" Add historical contract")]),t._v(" "),r("p",[t._v("Do you have any valid ongoing contracts that you want to add to your system, and you don't want to put it through the approval process to make it valid? Adding a historical contract is what you are looking for.")]),t._v(" "),r("p",[t._v("You can create valid contracts using this function and even specify your own "),r("strong",[t._v("Internal ID")]),t._v(" instead of using the one from autonumbering.")]),t._v(" "),r("h2",{attrs:{id:"how-to-create-a-valid-contract"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#how-to-create-a-valid-contract"}},[t._v("#")]),t._v(" How to create a valid contract")]),t._v(" "),r("ol",[r("li",[t._v("Navigate to the "),r("strong",[t._v("Contracts")]),t._v(" group.")]),t._v(" "),r("li",[t._v("Click the "),r("strong",[t._v("Add Historical Contract")]),t._v(" button.")])]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-1.png",alt:"Add Historical Contract Button"}})]),t._v(" "),r("p",[t._v("A dialog will pop up.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-2.png",alt:"Add Historical Contract Dialog"}})]),t._v(" "),r("ol",{attrs:{start:"3"}},[r("li",[t._v("Fill in contract attributes.")])]),t._v(" "),r("p",[t._v("All attributes but "),r("strong",[t._v("Internal ID")]),t._v(" are mandatory. If you want to specify your own "),r("strong",[t._v("Internal ID")]),t._v(", write it in. If it is empty, a number from autonumbering will be filled in.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-3.png",alt:"Filled Dialog"}})]),t._v(" "),r("ol",{attrs:{start:"4"}},[r("li",[t._v("Click the "),r("strong",[t._v("Confirm")]),t._v(" button.")])]),t._v(" "),r("p",[t._v("The created contract will appear in the contract views.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-5.png",alt:"Contract Views"}})]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-4.png",alt:"Historical Contract Record"}})])])}),[],!1,null,null,null);a.default=n.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[16],{639:function(t,a,r){"use strict";r.r(a);var o=r(1),n=Object(o.a)({},(function(){var t=this,a=t.$createElement,r=t._self._c||a;return r("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[r("h1",{attrs:{id:"add-historical-contract"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#add-historical-contract"}},[t._v("#")]),t._v(" Add historical contract")]),t._v(" "),r("p",[t._v("Do you have any valid ongoing contracts that you want to add to your system, and you don't want to put it through the approval process to make it valid? Adding a historical contract is what you are looking for.")]),t._v(" "),r("p",[t._v("You can create valid contracts using this function and even specify your own "),r("strong",[t._v("Internal ID")]),t._v(" instead of using the one from autonumbering.")]),t._v(" "),r("h2",{attrs:{id:"how-to-create-a-valid-contract"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#how-to-create-a-valid-contract"}},[t._v("#")]),t._v(" How to create a valid contract")]),t._v(" "),r("ol",[r("li",[t._v("Navigate to the "),r("strong",[t._v("Contracts")]),t._v(" group.")]),t._v(" "),r("li",[t._v("Click the "),r("strong",[t._v("Add Historical Contract")]),t._v(" button.")])]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-1.png",alt:"Add Historical Contract Button"}})]),t._v(" "),r("p",[t._v("A dialog will pop up.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-2.png",alt:"Add Historical Contract Dialog"}})]),t._v(" "),r("ol",{attrs:{start:"3"}},[r("li",[t._v("Fill in contract attributes.")])]),t._v(" "),r("p",[t._v("All attributes but "),r("strong",[t._v("Internal ID")]),t._v(" are mandatory. If you want to specify your own "),r("strong",[t._v("Internal ID")]),t._v(", write it in. If it is empty, a number from autonumbering will be filled in.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-3.png",alt:"Filled Dialog"}})]),t._v(" "),r("ol",{attrs:{start:"4"}},[r("li",[t._v("Click the "),r("strong",[t._v("Confirm")]),t._v(" button.")])]),t._v(" "),r("p",[t._v("The created contract will appear in the contract views.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-5.png",alt:"Contract Views"}})]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-4.png",alt:"Historical Contract Record"}})])])}),[],!1,null,null,null);a.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Addproductstoquoteororder--7a4f0ea0.faa61da0.js b/assets/js/page-Addproductstoquoteororder--7a4f0ea0.f17c98a6.js
similarity index 98%
rename from assets/js/page-Addproductstoquoteororder--7a4f0ea0.faa61da0.js
rename to assets/js/page-Addproductstoquoteororder--7a4f0ea0.f17c98a6.js
index 2452f2372..acaab3944 100644
--- a/assets/js/page-Addproductstoquoteororder--7a4f0ea0.faa61da0.js
+++ b/assets/js/page-Addproductstoquoteororder--7a4f0ea0.f17c98a6.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[17],{658:function(t,e,r){"use strict";r.r(e);var o=r(1),s=Object(o.a)({},(function(){var t=this,e=t.$createElement,r=t._self._c||e;return r("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[r("h1",{attrs:{id:"add-products-to-quote-or-order"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#add-products-to-quote-or-order"}},[t._v("#")]),t._v(" Add products to quote or order")]),t._v(" "),r("p",[t._v("You can add new or existing products to a quote or order. Quantity and price can change during the sales process and therefore it is important to record changes. For both quote and order, adding products is the same step-by-step procedure.")]),t._v(" "),r("ol",[r("li",[t._v("Open quote or order")]),t._v(" "),r("li",[t._v("Select "),r("strong",[t._v("Products")]),t._v(" tab")])]),t._v(" "),r("p",[t._v("The "),r("strong",[t._v("Products")]),t._v(" subgrid is displayed")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/productsSubgrid.png",alt:"Products subgrid"}})]),t._v(" "),r("ol",{attrs:{start:"3"}},[r("li",[t._v("Add new products")])]),t._v(" "),r("p",[t._v("The quick create form appears on the right.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/quoteItemForm.png",alt:"Quote line item form"}})]),t._v(" "),r("ol",{attrs:{start:"4"}},[r("li",[t._v("Fill in form")])]),t._v(" "),r("p",[t._v("Here you have the two options:")]),t._v(" "),r("p",[r("strong",[t._v("Write-in a product")]),t._v(" "),r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/writeinProduct.png",alt:"Write-in product"}})]),t._v(" "),r("p",[t._v("When write-in a product, you must enter its name.")]),t._v(" "),r("p",[t._v("-OR-")]),t._v(" "),r("p",[r("strong",[t._v("Select an existing product")]),t._v(" "),r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/existingProduct.png",alt:"Existing product"}})]),t._v(" "),r("p",[t._v("Either select an existing product that you have already created or create a new reusable product.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/chooseExistingProduct.png",alt:"Choose existing product"}})]),t._v(" "),r("p",[t._v("Fill in remaining fields:")]),t._v(" "),r("p",[t._v("Required fields:")]),t._v(" "),r("ul",[r("li",[r("strong",[t._v("Sales Quote")]),t._v(" - The Quote associated with this line item.")]),t._v(" "),r("li",[r("strong",[t._v("Price per Unit")]),t._v(" - Price per unit of product.")]),t._v(" "),r("li",[r("strong",[t._v("Quantity")]),t._v(" - Number  of products.")])]),t._v(" "),r("p",[t._v("Optional fields:")]),t._v(" "),r("ul",[r("li",[r("strong",[t._v("VAT Rate[%]")]),t._v(" - VAT rate in percent.")]),t._v(" "),r("li",[r("strong",[t._v("Currency")]),t._v(" - The currency is pre-filled according to the system settings.")])]),t._v(" "),r("ol",{attrs:{start:"5"}},[r("li",[t._v("Save form")])]),t._v(" "),r("p",[t._v("After saving the form, you can see the line item in the products subgrid. In the fields total amount and total amount with VAT, the total prices for the product are recalculated. If we did not enter the VAT rate, the "),r("strong",[t._v("Total Amount")]),t._v(" would be equal to the "),r("strong",[t._v("Total Amount with VAT")]),t._v(".")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/totalAmount.png",alt:"Products Subgrid item"}})]),t._v(" "),r("ol",{attrs:{start:"6"}},[r("li",[t._v("Navigate back to "),r("strong",[t._v("Information")]),t._v(" tab")])]),t._v(" "),r("p",[t._v("In the Amounts section, the total prices for all products per quote are calculated.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/amountsSection.png",alt:"Amounts section"}})])])}),[],!1,null,null,null);e.default=s.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[17],{660:function(t,e,r){"use strict";r.r(e);var o=r(1),s=Object(o.a)({},(function(){var t=this,e=t.$createElement,r=t._self._c||e;return r("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[r("h1",{attrs:{id:"add-products-to-quote-or-order"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#add-products-to-quote-or-order"}},[t._v("#")]),t._v(" Add products to quote or order")]),t._v(" "),r("p",[t._v("You can add new or existing products to a quote or order. Quantity and price can change during the sales process and therefore it is important to record changes. For both quote and order, adding products is the same step-by-step procedure.")]),t._v(" "),r("ol",[r("li",[t._v("Open quote or order")]),t._v(" "),r("li",[t._v("Select "),r("strong",[t._v("Products")]),t._v(" tab")])]),t._v(" "),r("p",[t._v("The "),r("strong",[t._v("Products")]),t._v(" subgrid is displayed")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/productsSubgrid.png",alt:"Products subgrid"}})]),t._v(" "),r("ol",{attrs:{start:"3"}},[r("li",[t._v("Add new products")])]),t._v(" "),r("p",[t._v("The quick create form appears on the right.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/quoteItemForm.png",alt:"Quote line item form"}})]),t._v(" "),r("ol",{attrs:{start:"4"}},[r("li",[t._v("Fill in form")])]),t._v(" "),r("p",[t._v("Here you have the two options:")]),t._v(" "),r("p",[r("strong",[t._v("Write-in a product")]),t._v(" "),r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/writeinProduct.png",alt:"Write-in product"}})]),t._v(" "),r("p",[t._v("When write-in a product, you must enter its name.")]),t._v(" "),r("p",[t._v("-OR-")]),t._v(" "),r("p",[r("strong",[t._v("Select an existing product")]),t._v(" "),r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/existingProduct.png",alt:"Existing product"}})]),t._v(" "),r("p",[t._v("Either select an existing product that you have already created or create a new reusable product.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/chooseExistingProduct.png",alt:"Choose existing product"}})]),t._v(" "),r("p",[t._v("Fill in remaining fields:")]),t._v(" "),r("p",[t._v("Required fields:")]),t._v(" "),r("ul",[r("li",[r("strong",[t._v("Sales Quote")]),t._v(" - The Quote associated with this line item.")]),t._v(" "),r("li",[r("strong",[t._v("Price per Unit")]),t._v(" - Price per unit of product.")]),t._v(" "),r("li",[r("strong",[t._v("Quantity")]),t._v(" - Number  of products.")])]),t._v(" "),r("p",[t._v("Optional fields:")]),t._v(" "),r("ul",[r("li",[r("strong",[t._v("VAT Rate[%]")]),t._v(" - VAT rate in percent.")]),t._v(" "),r("li",[r("strong",[t._v("Currency")]),t._v(" - The currency is pre-filled according to the system settings.")])]),t._v(" "),r("ol",{attrs:{start:"5"}},[r("li",[t._v("Save form")])]),t._v(" "),r("p",[t._v("After saving the form, you can see the line item in the products subgrid. In the fields total amount and total amount with VAT, the total prices for the product are recalculated. If we did not enter the VAT rate, the "),r("strong",[t._v("Total Amount")]),t._v(" would be equal to the "),r("strong",[t._v("Total Amount with VAT")]),t._v(".")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/totalAmount.png",alt:"Products Subgrid item"}})]),t._v(" "),r("ol",{attrs:{start:"6"}},[r("li",[t._v("Navigate back to "),r("strong",[t._v("Information")]),t._v(" tab")])]),t._v(" "),r("p",[t._v("In the Amounts section, the total prices for all products per quote are calculated.")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/amountsSection.png",alt:"Amounts section"}})])])}),[],!1,null,null,null);e.default=s.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-AddressPicker--0f62513c.f32d9bfa.js b/assets/js/page-AddressPicker--0f62513c.4ab0e88b.js
similarity index 98%
rename from assets/js/page-AddressPicker--0f62513c.f32d9bfa.js
rename to assets/js/page-AddressPicker--0f62513c.4ab0e88b.js
index ab6c4cc9d..04845603a 100644
--- a/assets/js/page-AddressPicker--0f62513c.f32d9bfa.js
+++ b/assets/js/page-AddressPicker--0f62513c.4ab0e88b.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[18],{525:function(e,i,t){"use strict";t.r(i);var l=t(1),a=Object(l.a)({},(function(){var e=this,i=e.$createElement,t=e._self._c||i;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"address-picker"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#address-picker"}},[e._v("#")]),e._v(" Address Picker")]),e._v(" "),t("h2",{attrs:{id:"visual-example"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[e._v("#")]),e._v(" Visual Example")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/applications/Controls/addresspickercontrol.png",alt:"Address Picker Displayed On Form"}})]),e._v(" "),t("h2",{attrs:{id:"description"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[e._v("#")]),e._v(" Description")]),e._v(" "),t("p",[e._v("This control is used to pick an address. When address is picked, bounded properities are filled.")]),e._v(" "),t("h2",{attrs:{id:"binding-field"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[e._v("#")]),e._v(" Binding Field")]),e._v(" "),t("p",[e._v("Control can be binded to any filed of type SingleLine.Text.")]),e._v(" "),t("h2",{attrs:{id:"inputs"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[e._v("#")]),e._v(" Inputs")]),e._v(" "),t("ul",[t("li",[e._v("Standalone - Is control used standalone?\n"),t("ul",[t("li",[e._v("true")]),e._v(" "),t("li",[e._v("false")])])]),e._v(" "),t("li",[e._v("Language\n"),t("ul",[t("li",[e._v("user-default")]),e._v(" "),t("li",[e._v("en")])])]),e._v(" "),t("li",[e._v("Manual Input - Can person enter value via write-in?\n"),t("ul",[t("li",[e._v("true (default)")]),e._v(" "),t("li",[e._v("false")])])]),e._v(" "),t("li",[e._v("Type - Type of field\n"),t("ul",[t("li",[e._v("Street")]),e._v(" "),t("li",[e._v("Locality")]),e._v(" "),t("li",[e._v("Country")]),e._v(" "),t("li",[e._v("Full Address")])])])]),e._v(" "),t("p",[e._v("Bounded Properties")]),e._v(" "),t("ul",[t("li",[e._v("Address Components JSON - JSON of address components which will be compared with actual field values on form save (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Full Address - Field where to display full address (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Country - Field where to display country (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Administrative Area - Field where to display administrative area (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Locality - Field where to display locality (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Sublocality - Field where to display sublocality (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Street - Field where to display street (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Street Number - Field where to display street number (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Street Name - Field where to display street name (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Postal Code - Field where to display postal code (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Latitude - Field where to display latitude (Decimal)")]),e._v(" "),t("li",[e._v("Longitude - Field where to display longtitude (Decimal)")])])])}),[],!1,null,null,null);i.default=a.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[18],{526:function(e,i,t){"use strict";t.r(i);var l=t(1),a=Object(l.a)({},(function(){var e=this,i=e.$createElement,t=e._self._c||i;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"address-picker"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#address-picker"}},[e._v("#")]),e._v(" Address Picker")]),e._v(" "),t("h2",{attrs:{id:"visual-example"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[e._v("#")]),e._v(" Visual Example")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/applications/Controls/addresspickercontrol.png",alt:"Address Picker Displayed On Form"}})]),e._v(" "),t("h2",{attrs:{id:"description"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[e._v("#")]),e._v(" Description")]),e._v(" "),t("p",[e._v("This control is used to pick an address. When address is picked, bounded properities are filled.")]),e._v(" "),t("h2",{attrs:{id:"binding-field"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[e._v("#")]),e._v(" Binding Field")]),e._v(" "),t("p",[e._v("Control can be binded to any filed of type SingleLine.Text.")]),e._v(" "),t("h2",{attrs:{id:"inputs"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[e._v("#")]),e._v(" Inputs")]),e._v(" "),t("ul",[t("li",[e._v("Standalone - Is control used standalone?\n"),t("ul",[t("li",[e._v("true")]),e._v(" "),t("li",[e._v("false")])])]),e._v(" "),t("li",[e._v("Language\n"),t("ul",[t("li",[e._v("user-default")]),e._v(" "),t("li",[e._v("en")])])]),e._v(" "),t("li",[e._v("Manual Input - Can person enter value via write-in?\n"),t("ul",[t("li",[e._v("true (default)")]),e._v(" "),t("li",[e._v("false")])])]),e._v(" "),t("li",[e._v("Type - Type of field\n"),t("ul",[t("li",[e._v("Street")]),e._v(" "),t("li",[e._v("Locality")]),e._v(" "),t("li",[e._v("Country")]),e._v(" "),t("li",[e._v("Full Address")])])])]),e._v(" "),t("p",[e._v("Bounded Properties")]),e._v(" "),t("ul",[t("li",[e._v("Address Components JSON - JSON of address components which will be compared with actual field values on form save (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Full Address - Field where to display full address (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Country - Field where to display country (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Administrative Area - Field where to display administrative area (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Locality - Field where to display locality (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Sublocality - Field where to display sublocality (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Street - Field where to display street (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Street Number - Field where to display street number (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Street Name - Field where to display street name (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Postal Code - Field where to display postal code (SingleLine.Text)")]),e._v(" "),t("li",[e._v("Latitude - Field where to display latitude (Decimal)")]),e._v(" "),t("li",[e._v("Longitude - Field where to display longtitude (Decimal)")])])])}),[],!1,null,null,null);i.default=a.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Addreviewcomment--6e7b07d8.182dd891.js b/assets/js/page-Addreviewcomment--6e7b07d8.261503ba.js
similarity index 99%
rename from assets/js/page-Addreviewcomment--6e7b07d8.182dd891.js
rename to assets/js/page-Addreviewcomment--6e7b07d8.261503ba.js
index 1f2c65f08..800fca7bd 100644
--- a/assets/js/page-Addreviewcomment--6e7b07d8.182dd891.js
+++ b/assets/js/page-Addreviewcomment--6e7b07d8.261503ba.js
@@ -1 +1 @@
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similarity index 95%
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rename to assets/js/page-Annotations--c068a490.95119703.js
index 35c305f95..d3b37f548 100644
--- a/assets/js/page-Annotations--c068a490.1332e22a.js
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diff --git a/assets/js/page-AnnouncementCard--32e938fc.4639bfae.js b/assets/js/page-AnnouncementCard--32e938fc.52799b80.js
similarity index 97%
rename from assets/js/page-AnnouncementCard--32e938fc.4639bfae.js
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--- a/assets/js/page-AnnouncementCard--32e938fc.4639bfae.js
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diff --git a/assets/js/page-AppModuleSiteMap--ba9856fc.6b6322f3.js b/assets/js/page-AppModuleSiteMap--ba9856fc.c31557b8.js
similarity index 99%
rename from assets/js/page-AppModuleSiteMap--ba9856fc.6b6322f3.js
rename to assets/js/page-AppModuleSiteMap--ba9856fc.c31557b8.js
index 073a8a141..31e26cf5d 100644
--- a/assets/js/page-AppModuleSiteMap--ba9856fc.6b6322f3.js
+++ b/assets/js/page-AppModuleSiteMap--ba9856fc.c31557b8.js
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diff --git a/assets/js/page-Approvalofpurchaseinvoice--0c44be7c.829ccf0d.js b/assets/js/page-Approvalofpurchaseinvoice--0c44be7c.626cfdc8.js
similarity index 98%
rename from assets/js/page-Approvalofpurchaseinvoice--0c44be7c.829ccf0d.js
rename to assets/js/page-Approvalofpurchaseinvoice--0c44be7c.626cfdc8.js
index 98a23d7dd..7d60a003d 100644
--- a/assets/js/page-Approvalofpurchaseinvoice--0c44be7c.829ccf0d.js
+++ b/assets/js/page-Approvalofpurchaseinvoice--0c44be7c.626cfdc8.js
@@ -1 +1 @@
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diff --git a/assets/js/page-AttachmentsGrid--b51a53d8.86360724.js b/assets/js/page-AttachmentsGrid--b51a53d8.27da8698.js
similarity index 95%
rename from assets/js/page-AttachmentsGrid--b51a53d8.86360724.js
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--- a/assets/js/page-AttachmentsGrid--b51a53d8.86360724.js
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diff --git a/assets/js/page-Attributes--fe3a4d3c.26da6fdf.js b/assets/js/page-Attributes--fe3a4d3c.487191a8.js
similarity index 99%
rename from assets/js/page-Attributes--fe3a4d3c.26da6fdf.js
rename to assets/js/page-Attributes--fe3a4d3c.487191a8.js
index df216e2fe..92627596a 100644
--- a/assets/js/page-Attributes--fe3a4d3c.26da6fdf.js
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You can define calculation for these types of attributes:")]),t._v(" "),s("blockquote",[s("p",[t._v("Currency, Date and Time, Date Only, Decimal Number, Duration, Email, Language, Multi Select Option Set, Choice, Text, Text Area, Ticker Symbol, Timezone, Two Options, URL, and Whole Number.")])]),t._v(" "),s("p",[t._v("See "),s("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/data-platform/define-calculated-fields",target:"_blank",rel:"noopener noreferrer"}},[t._v("Calculated Fields Documentation"),s("OutboundLink")],1),t._v(" to learn more about calculations.")]),t._v(" "),s("h4",{attrs:{id:"convention"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#convention"}},[t._v("#")]),t._v(" Convention")]),t._v(" "),s("p",[t._v("Since we had a lot of troubles with using same attributes for different purposes we set this convention:")]),t._v(" "),s("p",[t._v("When you are creating new calculated attribute you have to create 3 attributes. 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To keep reusability of an existing solution you have no other option than specifing the calculation like this:")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/CalculationExample.png",alt:"Calculation Example"}})]),t._v(" "),s("h4",{attrs:{id:"what-about-boolean"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#what-about-boolean"}},[t._v("#")]),t._v(" What about Boolean?")]),t._v(" "),s("p",[t._v("Boolean attribute there has a specific purpose.\nYou can create a "),s("a",{attrs:{href:"https://docs.talxis.com/en/developer-guide/applications/solution-components/businessrule/",target:"_blank",rel:"noopener noreferrer"}},[t._v("Business Rule"),s("OutboundLink")],1),t._v(" that avoid having both attributes on a form.\nTo do so simply create a Business Rule which will look like this:")]),t._v(" "),s("div",{staticClass:"language- line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v('IF\nTotal Price Boolean equals "Yes"\nTHEN\nShow field Total Price (Overriden)\nHide field Total Price\nELSE\nHide field Total Price (Overriden)\nShow field Total Price\n')])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br"),s("span",{staticClass:"line-number"},[t._v("3")]),s("br"),s("span",{staticClass:"line-number"},[t._v("4")]),s("br"),s("span",{staticClass:"line-number"},[t._v("5")]),s("br"),s("span",{staticClass:"line-number"},[t._v("6")]),s("br"),s("span",{staticClass:"line-number"},[t._v("7")]),s("br"),s("span",{staticClass:"line-number"},[t._v("8")]),s("br")])]),s("p",[t._v("This will create an option to override the value:")]),t._v(" "),s("p",[t._v("Default option:")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/CalculatedExampleForm1.png",alt:"Calculation Example Form 1"}})]),t._v(" "),s("p",[t._v("Override value:")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/CalculationExampleForm2.png",alt:"Calculation Example Form 2"}})]),t._v(" "),s("p",[t._v("You will make everyone happy by doing this since it will prevent lots of issues in the future.")]),t._v(" "),s("hr"),t._v(" "),s("h3",{attrs:{id:"currency"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#currency"}},[t._v("#")]),t._v(" Currency")]),t._v(" "),s("p",[s("em",[t._v("Preparing content")])]),t._v(" "),s("hr"),t._v(" "),s("h3",{attrs:{id:"date-time"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#date-time"}},[t._v("#")]),t._v(" Date Time")]),t._v(" "),s("p",[s("em",[t._v("Preparing content")])]),t._v(" "),s("hr"),t._v(" "),s("h3",{attrs:{id:"option-set"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#option-set"}},[t._v("#")]),t._v(" Option Set")]),t._v(" "),s("p",[s("em",[t._v("Preparing content")])]),t._v(" "),s("hr"),t._v(" "),s("h3",{attrs:{id:"lookup"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#lookup"}},[t._v("#")]),t._v(" Lookup")]),t._v(" "),s("p",[s("em",[t._v("Preparing content")])]),t._v(" "),s("hr")])}),[],!1,null,null,null);a.default=e.exports}}]);
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diff --git a/assets/js/page-AutomatedAppUserImport--73622dc2.e205c05e.js b/assets/js/page-AutomatedAppUserImport--73622dc2.837f8eb5.js
similarity index 99%
rename from assets/js/page-AutomatedAppUserImport--73622dc2.e205c05e.js
rename to assets/js/page-AutomatedAppUserImport--73622dc2.837f8eb5.js
index 60484250b..fcdfd3df2 100644
--- a/assets/js/page-AutomatedAppUserImport--73622dc2.e205c05e.js
+++ b/assets/js/page-AutomatedAppUserImport--73622dc2.837f8eb5.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[28],{613:function(s,t,e){"use strict";e.r(t);var a=e(1),n=Object(a.a)({},(function(){var s=this,t=s.$createElement,e=s._self._c||t;return e("ContentSlotsDistributor",{attrs:{"slot-key":s.$parent.slotKey}},[e("h1",{attrs:{id:"the-set-up"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#the-set-up"}},[s._v("#")]),s._v(" "),e("strong",[s._v("The set up")])]),s._v(" "),e("h2",{attrs:{id:"the-goal"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#the-goal"}},[s._v("#")]),s._v(" The goal")]),s._v(" "),e("p",[s._v("We want to import application user automatically via pipeline, have same unique identifier on each environment and keep the process as simple as possible.")]),s._v(" "),e("h2",{attrs:{id:"the-problem"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#the-problem"}},[s._v("#")]),s._v(" The problem")]),s._v(" "),e("p",[s._v("We can not use data package, because when you create app user you need to provide business unit id. 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+(window.webpackJsonp=window.webpackJsonp||[]).push([[28],{612:function(s,t,e){"use strict";e.r(t);var a=e(1),n=Object(a.a)({},(function(){var s=this,t=s.$createElement,e=s._self._c||t;return e("ContentSlotsDistributor",{attrs:{"slot-key":s.$parent.slotKey}},[e("h1",{attrs:{id:"the-set-up"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#the-set-up"}},[s._v("#")]),s._v(" "),e("strong",[s._v("The set up")])]),s._v(" "),e("h2",{attrs:{id:"the-goal"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#the-goal"}},[s._v("#")]),s._v(" The goal")]),s._v(" "),e("p",[s._v("We want to import application user automatically via pipeline, have same unique identifier on each environment and keep the process as simple as possible.")]),s._v(" "),e("h2",{attrs:{id:"the-problem"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#the-problem"}},[s._v("#")]),s._v(" The problem")]),s._v(" "),e("p",[s._v("We can not use data package, because when you create app user you need to provide business unit id. 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diff --git a/assets/js/page-AutomatedCloudFlowExecution--49272a62.af3be183.js b/assets/js/page-AutomatedCloudFlowExecution--49272a62.0cc59842.js
similarity index 99%
rename from assets/js/page-AutomatedCloudFlowExecution--49272a62.af3be183.js
rename to assets/js/page-AutomatedCloudFlowExecution--49272a62.0cc59842.js
index ad9c425b9..1ccce8f83 100644
--- a/assets/js/page-AutomatedCloudFlowExecution--49272a62.af3be183.js
+++ b/assets/js/page-AutomatedCloudFlowExecution--49272a62.0cc59842.js
@@ -1 +1 @@
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[29],{613:function(t,a,s){"use strict";s.r(a);var e=s(1),n=Object(e.a)({},(function(){var t=this,a=t.$createElement,s=t._self._c||a;return s("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[s("h1",{attrs:{id:"the-set-up"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#the-set-up"}},[t._v("#")]),t._v(" "),s("strong",[t._v("The set up")])]),t._v(" "),s("h2",{attrs:{id:"the-goal"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#the-goal"}},[t._v("#")]),t._v(" The goal")]),t._v(" "),s("p",[t._v("Upon pipeline step we want to execute Power Automate Cloud Flow. 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diff --git a/assets/js/page-BackgroundJob--792cf382.eb25db21.js b/assets/js/page-BackgroundJob--792cf382.e5812ca1.js
similarity index 98%
rename from assets/js/page-BackgroundJob--792cf382.eb25db21.js
rename to assets/js/page-BackgroundJob--792cf382.e5812ca1.js
index aa503106e..68ea8b6c3 100644
--- a/assets/js/page-BackgroundJob--792cf382.eb25db21.js
+++ b/assets/js/page-BackgroundJob--792cf382.e5812ca1.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[30],{576:function(e,o,t){"use strict";t.r(o);var r=t(1),n=Object(r.a)({},(function(){var e=this,o=e.$createElement,t=e._self._c||o;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"background-job"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#background-job"}},[e._v("#")]),e._v(" Background Job")]),e._v(" "),t("p",[e._v("Have you ever wondered how to trigger a workflow repeatedly? If your answer is yes than there is a great tool for you.")]),e._v(" "),t("p",[e._v("Background jobs are used to execute actions or workflows for records retrieved using a FetchXML query based on configuration record.")]),e._v(" "),t("h2",{attrs:{id:"how-to-use-it"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#how-to-use-it"}},[e._v("#")]),e._v(" How To Use It")]),e._v(" "),t("p",[e._v("talxis_backgroundjob entity is deployed on every environment since it is part of the Utility Solution. All you need to do is specify a background job record and define which workflow you want to execute, setup a FetchXML query which will filter an entity records and specify a Cron Expression.")]),e._v(" "),t("p",[e._v('Open the Advanced find and find records for "Background Job" entity. There will probably be no records so create a new one.')]),e._v(" "),t("p",[t("strong",[e._v("Example:")])]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/Background.png",alt:"Calculation Example Form 1"}})]),e._v(" "),t("h3",{attrs:{id:"background-job-type"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#background-job-type"}},[e._v("#")]),e._v(" Background Job Type")]),e._v(" "),t("p",[e._v('There are 2 options. "Scheduled workflow" and "Retry Async".')]),e._v(" "),t("p",[e._v("Always use Scheduled workflow option since the other one is for retrying failed jobs.")]),e._v(" "),t("hr"),e._v(" "),t("h3",{attrs:{id:"workflow"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#workflow"}},[e._v("#")]),e._v(" Workflow")]),e._v(" "),t("p",[e._v("In this lookup you need to select workflow or action you want to execute.")]),e._v(" "),t("hr"),e._v(" "),t("h3",{attrs:{id:"fetch-xml-query"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#fetch-xml-query"}},[e._v("#")]),e._v(" Fetch XML query")]),e._v(" "),t("p",[e._v("You need to add FetchXML query in this field to filter records on which you want to execute your process.")]),e._v(" "),t("p",[e._v("You can use advanced find to build simple query but in this case you will often need to create more sofisticated one.\nGreat tool to build a FetchXML query is "),t("a",{attrs:{href:"https://fetchxmlbuilder.com/",target:"_blank",rel:"noopener noreferrer"}},[e._v("FetchXML Builder"),t("OutboundLink")],1),e._v(". To use this tool you need to have installed XRMToolBox. Follow instruction described in link to setup this awesome tool. It will help you a lot in your development.")]),e._v(" "),t("hr"),e._v(" "),t("h3",{attrs:{id:"cron-expression"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#cron-expression"}},[e._v("#")]),e._v(" Cron Expression")]),e._v(" "),t("p",[e._v("Cron Expression is a way to define schedule to execute the workflow.\nUnfortunatelly there are many Cron Exprresion Builders you can google so there is a link to verified one: "),t("a",{attrs:{href:"https://crontab.guru/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Cron Expression Builder"),t("OutboundLink")],1)]),e._v(" "),t("hr")])}),[],!1,null,null,null);o.default=n.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[30],{575:function(e,o,t){"use strict";t.r(o);var r=t(1),n=Object(r.a)({},(function(){var e=this,o=e.$createElement,t=e._self._c||o;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"background-job"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#background-job"}},[e._v("#")]),e._v(" Background Job")]),e._v(" "),t("p",[e._v("Have you ever wondered how to trigger a workflow repeatedly? If your answer is yes than there is a great tool for you.")]),e._v(" "),t("p",[e._v("Background jobs are used to execute actions or workflows for records retrieved using a FetchXML query based on configuration record.")]),e._v(" "),t("h2",{attrs:{id:"how-to-use-it"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#how-to-use-it"}},[e._v("#")]),e._v(" How To Use It")]),e._v(" "),t("p",[e._v("talxis_backgroundjob entity is deployed on every environment since it is part of the Utility Solution. All you need to do is specify a background job record and define which workflow you want to execute, setup a FetchXML query which will filter an entity records and specify a Cron Expression.")]),e._v(" "),t("p",[e._v('Open the Advanced find and find records for "Background Job" entity. There will probably be no records so create a new one.')]),e._v(" "),t("p",[t("strong",[e._v("Example:")])]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/Background.png",alt:"Calculation Example Form 1"}})]),e._v(" "),t("h3",{attrs:{id:"background-job-type"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#background-job-type"}},[e._v("#")]),e._v(" Background Job Type")]),e._v(" "),t("p",[e._v('There are 2 options. "Scheduled workflow" and "Retry Async".')]),e._v(" "),t("p",[e._v("Always use Scheduled workflow option since the other one is for retrying failed jobs.")]),e._v(" "),t("hr"),e._v(" "),t("h3",{attrs:{id:"workflow"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#workflow"}},[e._v("#")]),e._v(" Workflow")]),e._v(" "),t("p",[e._v("In this lookup you need to select workflow or action you want to execute.")]),e._v(" "),t("hr"),e._v(" "),t("h3",{attrs:{id:"fetch-xml-query"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#fetch-xml-query"}},[e._v("#")]),e._v(" Fetch XML query")]),e._v(" "),t("p",[e._v("You need to add FetchXML query in this field to filter records on which you want to execute your process.")]),e._v(" "),t("p",[e._v("You can use advanced find to build simple query but in this case you will often need to create more sofisticated one.\nGreat tool to build a FetchXML query is "),t("a",{attrs:{href:"https://fetchxmlbuilder.com/",target:"_blank",rel:"noopener noreferrer"}},[e._v("FetchXML Builder"),t("OutboundLink")],1),e._v(". To use this tool you need to have installed XRMToolBox. Follow instruction described in link to setup this awesome tool. It will help you a lot in your development.")]),e._v(" "),t("hr"),e._v(" "),t("h3",{attrs:{id:"cron-expression"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#cron-expression"}},[e._v("#")]),e._v(" Cron Expression")]),e._v(" "),t("p",[e._v("Cron Expression is a way to define schedule to execute the workflow.\nUnfortunatelly there are many Cron Exprresion Builders you can google so there is a link to verified one: "),t("a",{attrs:{href:"https://crontab.guru/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Cron Expression Builder"),t("OutboundLink")],1)]),e._v(" "),t("hr")])}),[],!1,null,null,null);o.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-BuildPipeline--69fc80fc.83572ea6.js b/assets/js/page-BuildPipeline--69fc80fc.bbefe306.js
similarity index 99%
rename from assets/js/page-BuildPipeline--69fc80fc.83572ea6.js
rename to assets/js/page-BuildPipeline--69fc80fc.bbefe306.js
index 609969ab3..dbeddca27 100644
--- a/assets/js/page-BuildPipeline--69fc80fc.83572ea6.js
+++ b/assets/js/page-BuildPipeline--69fc80fc.bbefe306.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[31],{620:function(e,t,s){"use strict";s.r(t);var a=s(1),n=Object(a.a)({},(function(){var e=this,t=e.$createElement,s=e._self._c||t;return s("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[s("h1",{attrs:{id:"creating-a-build-pipeline-for-a-project"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#creating-a-build-pipeline-for-a-project"}},[e._v("#")]),e._v(" "),s("strong",[e._v("Creating a build pipeline for a project")])]),e._v(" "),s("p",[e._v("In this guide, we assume that you already have a project and repository created in DevOps, now you need is to build it in DevOps.")]),e._v(" "),s("p",[e._v("Build pipelines are fairly simple and this should take long. However, there are two ways to do so based on branch policies, your privileges, and your preference. Follow the guide which applies to your case:")]),e._v(" "),s("ol",[s("li",[e._v("I have the privilege to commit to the main branch and potential mistakes won't cause any problems for others working on the project. This usually applies to new projects.\n"),s("ul",[s("li",[s("a",{attrs:{href:"#i-can-commit-to-the-main-branch"}},[e._v("Move to the guide")])])])]),e._v(" "),s("li",[e._v("I can not commit to the main and I need to go through a pull request. This usually applies to ongoing projects.\n"),s("ul",[s("li",[s("a",{attrs:{href:"#i-have-to-go-through-a-pull-request"}},[e._v("Move to the guide")])])])])]),e._v(" "),s("p",[e._v("If you experience any error see: "),s("a",{attrs:{href:"#-Common-build-pipeline-issues"}},[e._v("Common build pipeline issues")])]),e._v(" "),s("h1",{attrs:{id:"i-can-commit-to-the-main-branch"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#i-can-commit-to-the-main-branch"}},[e._v("#")]),e._v(" I can commit to the main branch")]),e._v(" "),s("ol",[s("li",[e._v("Step: Go to the Pipeline section and click Create Pipeline")])]),e._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/BuildPipeline/newpipeline.png",alt:"image.png"}})]),e._v(" "),s("ol",{attrs:{start:"2"}},[s("li",[e._v("Step: Select the location of your code. We are using DevOps, so select Azure Repos Git.")])]),e._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/BuildPipeline/whereiscode.png",alt:"image.png"}})]),e._v(" "),s("ol",{attrs:{start:"3"}},[s("li",[e._v("Step: Select source repository")])]),e._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/BuildPipeline/repositoryselect.png",alt:"image.png"}})]),e._v(" "),s("ol",{attrs:{start:"4"}},[s("li",[e._v("Step: Pick Starter Pipeline. This will create a .yml file which we will edit")])]),e._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/BuildPipeline/configuration.png",alt:"image.png"}})]),e._v(" "),s("ol",{attrs:{start:"5"}},[s("li",[s("p",[e._v("Steps")]),e._v(" "),s("ol",[s("li",[s("p",[e._v("rename pipeline to follow naming convention "),s("code",[e._v("[project]-APPS-BUILD-[branchname]")]),e._v(". We usually create two pipelines per project, one for develop and one for the main branch.")])]),e._v(" "),s("li",[s("p",[e._v("delete whatever was automatically created in the starter file, paste in following the code. You can see the code is just a setup of pipeline and then reference to "),s("a",{attrs:{href:"https://dev.azure.com/thenetworg/_git/INT0014?path=%2Fsrc%2FSDK%2FPipelines%2FBuild%2FTALXIS.SDK.Pipelines.Build.Apps.yml",target:"_blank",rel:"noopener noreferrer"}},[e._v("INT0014 yaml template"),s("OutboundLink")],1),e._v(" which actually performs the build action.")]),e._v(" "),s("div",{staticClass:"language-yml line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-yml"}},[s("code",[s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("resources")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v("\n  "),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("repositories")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v("\n    "),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v("-")]),e._v(" "),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("repository")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v(" INT0014\n      "),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("type")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v(" git\n      "),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("name")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v(" INT0014/INT0014\n\n"),s("span",{pre:!0,attrs:{class:"token comment"}},[e._v("#Builds Numbers: 0.0.1{YY}{MM}.XXX - Daily Develop; 0.0.20000.0 - Local; 0.0.3{YY}{MM}.XXX - PR; 1.0.{YY}{MM}.XXX - Production")]),e._v("\n"),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("name")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v(" 0.0.1$(Date"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v("yyMM).$(Rev"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v("r)\n\n"),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("trigger")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v("\n"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v("-")]),e._v(" develop\n\n"),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("pool")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v(" "),s("span",{pre:!0,attrs:{class:"token string"}},[e._v('"selfhosted-windows-latest"')]),e._v("\n\n"),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("variables")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v("\n  "),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("solution")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v(" "),s("span",{pre:!0,attrs:{class:"token string"}},[e._v("'**/*.sln'")]),e._v("\n  "),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("buildPlatform")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v(" "),s("span",{pre:!0,attrs:{class:"token string"}},[e._v("'Any CPU'")]),e._v("\n  "),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("buildConfiguration")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v(" "),s("span",{pre:!0,attrs:{class:"token string"}},[e._v("'Release'")]),e._v("\n\n"),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("steps")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v("\n"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v("-")]),e._v(" "),s("span",{pre:!0,attrs:{class:"token key atrule"}},[e._v("template")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[e._v(":")]),e._v(" /src/SDK/Pipelines/Build/TALXIS.SDK.Pipelines.Build.Apps.yml@INT0014\n")])]),e._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[e._v("1")]),s("br"),s("span",{staticClass:"line-number"},[e._v("2")]),s("br"),s("span",{staticClass:"line-number"},[e._v("3")]),s("br"),s("span",{staticClass:"line-number"},[e._v("4")]),s("br"),s("span",{staticClass:"line-number"},[e._v("5")]),s("br"),s("span",{staticClass:"line-number"},[e._v("6")]),s("br"),s("span",{staticClass:"line-number"},[e._v("7")]),s("br"),s("span",{staticClass:"line-number"},[e._v("8")]),s("br"),s("span",{staticClass:"line-number"},[e._v("9")]),s("br"),s("span",{staticClass:"line-number"},[e._v("10")]),s("br"),s("span",{staticClass:"line-number"},[e._v("11")]),s("br"),s("span",{staticClass:"line-number"},[e._v("12")]),s("br"),s("span",{staticClass:"line-number"},[e._v("13")]),s("br"),s("span",{staticClass:"line-number"},[e._v("14")]),s("br"),s("span",{staticClass:"line-number"},[e._v("15")]),s("br"),s("span",{staticClass:"line-number"},[e._v("16")]),s("br"),s("span",{staticClass:"line-number"},[e._v("17")]),s("br"),s("span",{staticClass:"line-number"},[e._v("18")]),s("br"),s("span",{staticClass:"line-number"},[e._v("19")]),s("br"),s("span",{staticClass:"line-number"},[e._v("20")]),s("br"),s("span",{staticClass:"line-number"},[e._v("21")]),s("br")])])])])]),e._v(" "),s("li",[s("p",[e._v("Step: Make a few necessary edits")]),e._v(" "),s("ul",[s("li",[e._v("name: defines a version of the output build. The convention is in provided code.")]),e._v(" "),s("li",[e._v("trigger: put in the name of a branch that will trigger the automated build (usually develop or main), You can also type in '- none' for manual triggers only")])])]),e._v(" "),s("li",[s("p",[e._v("Step: That is it! Build pipeline should be up and running.")])])]),e._v(" "),s("h1",{attrs:{id:"i-have-to-go-through-a-pull-request"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#i-have-to-go-through-a-pull-request"}},[e._v("#")]),e._v(" I have to go through a pull request")]),e._v(" "),s("p",[e._v("If there are branch policies already in place, you are likely not able to directly commit to the develop/main branch. 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[C:\\a\\2\\s\\src\\Buildings\\RealEstate\\Apps.HubHub.Extension.PresentationLayer\\RealEstate.Apps.HubHub.Extension.PresentationLayer.csproj]\n")])]),e._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[e._v("1")]),s("br"),s("span",{staticClass:"line-number"},[e._v("2")]),s("br"),s("span",{staticClass:"line-number"},[e._v("3")]),s("br"),s("span",{staticClass:"line-number"},[e._v("4")]),s("br")])]),s("ol",{attrs:{start:"2"}},[s("li",[e._v("Batch telemetry")])]),e._v(" "),s("p",[e._v("Error caused by a shared file for all running pipelines. To fix just rerun the pipeline and pray the file is not being used anymore. 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diff --git a/assets/js/page-BusinessRules--0a5317cc.777721e2.js b/assets/js/page-BusinessRules--0a5317cc.6574a5bd.js
similarity index 99%
rename from assets/js/page-BusinessRules--0a5317cc.777721e2.js
rename to assets/js/page-BusinessRules--0a5317cc.6574a5bd.js
index 9a21792b9..8e273ed11 100644
--- a/assets/js/page-BusinessRules--0a5317cc.777721e2.js
+++ b/assets/js/page-BusinessRules--0a5317cc.6574a5bd.js
@@ -1 +1 @@
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\ No newline at end of file
diff --git a/assets/js/page-Businessprocessflow--48aae488.91e5f8a3.js b/assets/js/page-Businessprocessflow--48aae488.ad4fd27d.js
similarity index 97%
rename from assets/js/page-Businessprocessflow--48aae488.91e5f8a3.js
rename to assets/js/page-Businessprocessflow--48aae488.ad4fd27d.js
index b2fe7c7ad..9536e2d56 100644
--- a/assets/js/page-Businessprocessflow--48aae488.91e5f8a3.js
+++ b/assets/js/page-Businessprocessflow--48aae488.ad4fd27d.js
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-(window.webpackJsonp=window.webpackJsonp||[]).push([[33],{632:function(e,s,t){"use strict";t.r(s);var o=t(1),r=Object(o.a)({},(function(){var e=this,s=e.$createElement,t=e._self._c||s;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"business-process-flow"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#business-process-flow"}},[e._v("#")]),e._v(" Business process flow")]),e._v(" "),t("p",[e._v("An online process that walks users through a standard business process. For example, use a business process flow if you want everyone to handle customer service requests the same way, or to require staff to gain approval for an invoice before submitting an order.")]),e._v(" "),t("p",[e._v("Business process flows help everyone follow best practices, even for situations that don't occur very often. Where available, business processes provide a step-by-step timeline for the stages of a process at the top of the relevant record.")]),e._v(" "),t("h2",{attrs:{id:"business-process-flow-layout"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#business-process-flow-layout"}},[e._v("#")]),e._v(" Business process flow layout")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/businessProcess.png",alt:"Business process"}})]),e._v(" "),t("p",[e._v("Legend:")]),e._v(" "),t("ol",[t("li",[e._v("Stages in business process")]),e._v(" "),t("li",[e._v("Steps in active stage")]),e._v(" "),t("li",[e._v("Advance to the next stage in process")])]),e._v(" "),t("hr"),e._v(" "),t("p",[e._v("The new record must be saved before you can use "),t("strong",[e._v("Business process flow")]),e._v(".")]),e._v(" "),t("p",[e._v("Each "),t("strong",[e._v("stage")]),e._v(" contains a group of "),t("strong",[e._v("steps")]),e._v(". Each step represents a column where data can be entered. You can advance to the next stage by using the "),t("strong",[e._v("Next Stage")]),e._v(" button.")]),e._v(" "),t("p",[e._v("Some of the "),t("strong",[e._v("steps")]),e._v(" are required so that people must enter data for a corresponding column before they can proceed to the next stage.")])])}),[],!1,null,null,null);s.default=r.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[33],{617:function(e,s,t){"use strict";t.r(s);var o=t(1),r=Object(o.a)({},(function(){var e=this,s=e.$createElement,t=e._self._c||s;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"business-process-flow"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#business-process-flow"}},[e._v("#")]),e._v(" Business process flow")]),e._v(" "),t("p",[e._v("An online process that walks users through a standard business process. For example, use a business process flow if you want everyone to handle customer service requests the same way, or to require staff to gain approval for an invoice before submitting an order.")]),e._v(" "),t("p",[e._v("Business process flows help everyone follow best practices, even for situations that don't occur very often. Where available, business processes provide a step-by-step timeline for the stages of a process at the top of the relevant record.")]),e._v(" "),t("h2",{attrs:{id:"business-process-flow-layout"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#business-process-flow-layout"}},[e._v("#")]),e._v(" Business process flow layout")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/businessProcess.png",alt:"Business process"}})]),e._v(" "),t("p",[e._v("Legend:")]),e._v(" "),t("ol",[t("li",[e._v("Stages in business process")]),e._v(" "),t("li",[e._v("Steps in active stage")]),e._v(" "),t("li",[e._v("Advance to the next stage in process")])]),e._v(" "),t("hr"),e._v(" "),t("p",[e._v("The new record must be saved before you can use "),t("strong",[e._v("Business process flow")]),e._v(".")]),e._v(" "),t("p",[e._v("Each "),t("strong",[e._v("stage")]),e._v(" contains a group of "),t("strong",[e._v("steps")]),e._v(". Each step represents a column where data can be entered. You can advance to the next stage by using the "),t("strong",[e._v("Next Stage")]),e._v(" button.")]),e._v(" "),t("p",[e._v("Some of the "),t("strong",[e._v("steps")]),e._v(" are required so that people must enter data for a corresponding column before they can proceed to the next stage.")])])}),[],!1,null,null,null);s.default=r.exports}}]);
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diff --git a/assets/js/page-Canvasapp--d25535fc.953fdf17.js b/assets/js/page-Canvasapp--d25535fc.0155ce68.js
similarity index 94%
rename from assets/js/page-Canvasapp--d25535fc.953fdf17.js
rename to assets/js/page-Canvasapp--d25535fc.0155ce68.js
index 7a244b064..de12b7518 100644
--- a/assets/js/page-Canvasapp--d25535fc.953fdf17.js
+++ b/assets/js/page-Canvasapp--d25535fc.0155ce68.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[34],{559:function(a,t,s){"use strict";s.r(t);var r=s(1),e=Object(r.a)({},(function(){var a=this,t=a.$createElement,s=a._self._c||t;return s("ContentSlotsDistributor",{attrs:{"slot-key":a.$parent.slotKey}},[s("h1",{attrs:{id:"canvas-app"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#canvas-app"}},[a._v("#")]),a._v(" Canvas app")]),a._v(" "),s("h2",{attrs:{id:"conventions"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#conventions"}},[a._v("#")]),a._v(" CONVENTIONS:")]),a._v(" "),s("h3",{attrs:{id:"code-placement"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#code-placement"}},[a._v("#")]),a._v(" "),s("strong",[a._v("Code placement")])]),a._v(" "),s("hr"),a._v(" "),s("h3",{attrs:{id:""}},[s("a",{staticClass:"header-anchor",attrs:{href:"#"}},[a._v("#")])]),a._v(" "),s("hr"),a._v(" "),s("h3",{attrs:{id:"-2"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#-2"}},[a._v("#")])]),a._v(" "),s("hr"),a._v(" "),s("h3",{attrs:{id:"-3"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#-3"}},[a._v("#")])]),a._v(" "),s("hr")])}),[],!1,null,null,null);t.default=e.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[34],{560:function(a,t,s){"use strict";s.r(t);var r=s(1),e=Object(r.a)({},(function(){var a=this,t=a.$createElement,s=a._self._c||t;return s("ContentSlotsDistributor",{attrs:{"slot-key":a.$parent.slotKey}},[s("h1",{attrs:{id:"canvas-app"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#canvas-app"}},[a._v("#")]),a._v(" Canvas app")]),a._v(" "),s("h2",{attrs:{id:"conventions"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#conventions"}},[a._v("#")]),a._v(" CONVENTIONS:")]),a._v(" "),s("h3",{attrs:{id:"code-placement"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#code-placement"}},[a._v("#")]),a._v(" "),s("strong",[a._v("Code placement")])]),a._v(" "),s("hr"),a._v(" "),s("h3",{attrs:{id:""}},[s("a",{staticClass:"header-anchor",attrs:{href:"#"}},[a._v("#")])]),a._v(" "),s("hr"),a._v(" "),s("h3",{attrs:{id:"-2"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#-2"}},[a._v("#")])]),a._v(" "),s("hr"),a._v(" "),s("h3",{attrs:{id:"-3"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#-3"}},[a._v("#")])]),a._v(" "),s("hr")])}),[],!1,null,null,null);t.default=e.exports}}]);
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diff --git a/assets/js/page-Capabilities-WIP--39c0b542.a5a69545.js b/assets/js/page-Capabilities-WIP--39c0b542.e40f17e9.js
similarity index 98%
rename from assets/js/page-Capabilities-WIP--39c0b542.a5a69545.js
rename to assets/js/page-Capabilities-WIP--39c0b542.e40f17e9.js
index 3037c2ffa..f8b66ebca 100644
--- a/assets/js/page-Capabilities-WIP--39c0b542.a5a69545.js
+++ b/assets/js/page-Capabilities-WIP--39c0b542.e40f17e9.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[35],{520:function(e,t,a){"use strict";a.r(t);var r=a(1),n=Object(r.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"capabilities-wip"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#capabilities-wip"}},[e._v("#")]),e._v(" Capabilities - WIP")]),e._v(" "),a("p",[e._v("In File Explorer, you can do many actions which are available in Sharepoint and even some more. Here is the list.")]),e._v(" "),a("h2",{attrs:{id:"actions"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#actions"}},[e._v("#")]),e._v(" Actions")]),e._v(" "),a("p",[e._v("Please keep in mind that by the time this documentation is written only Sharepoint as provider and Path Mode is supported.\nIf no one extended this documentation, then these action are describing behavior with this setup.")]),e._v(" "),a("h3",{attrs:{id:"new"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#new"}},[e._v("#")]),e._v(" New")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_actions_new.png",alt:"New"}})]),e._v(" "),a("p",[e._v("This button is located in "),a("strong",[e._v("Header Command Bar")]),e._v(". More than one action is located under that:")]),e._v(" "),a("h4",{attrs:{id:"folder"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#folder"}},[e._v("#")]),e._v(" Folder")]),e._v(" "),a("p",[e._v("Creates new folder. New folder dialog appears for user to enter folder name. After confirmation the folder is created and list of items is refreshed.")]),e._v(" "),a("h4",{attrs:{id:"new-document"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#new-document"}},[e._v("#")]),e._v(" New document")]),e._v(" "),a("p",[e._v("Creates new document. You can create new Word, Excel or PowerPoint document. After selecting desired document type the dialog to enter document name appears. After entering the name and confirmation the document is created and it opens in new tab.")]),e._v(" "),a("h4",{attrs:{id:"from-template"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#from-template"}},[e._v("#")]),e._v(" From template")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_actions_template.png",alt:"New template"}})]),e._v(" "),a("p",[e._v("Two options are hidden under this button:")]),e._v(" "),a("ul",[a("li",[e._v("Create new template\n"),a("ul",[a("li",[e._v("Opens Document Template form. User can create one and publish it to be able to use it in File Explorer.")])])]),e._v(" "),a("li",[e._v("Generate document from template\n"),a("ul",[a("li",[e._v("Based on environment setup users can select published matching template and generate a document. More info "),a("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/documenttemplating.html"}},[e._v("here")]),e._v(".")],1)])])]),e._v(" "),a("h3",{attrs:{id:"upload"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#upload"}},[e._v("#")]),e._v(" Upload")]),e._v(" "),a("p",[e._v("Available in Header Command Bar. After triggering the action file selection pops up and you can upload a document from your device. After file selection user is prompted to classify uploaded document but it can be skipped.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_actions_upload.png",alt:"Upload"}})]),e._v(" "),a("h3",{attrs:{id:"sync-to-device"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#sync-to-device"}},[e._v("#")]),e._v(" Sync to device")]),e._v(" "),a("p",[e._v("Starts synchronizing current folder to local machine via OneDrive.")]),e._v(" "),a("h2",{attrs:{id:"rest-will-be-added"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#rest-will-be-added"}},[e._v("#")]),e._v(" REST WILL BE ADDED")])])}),[],!1,null,null,null);t.default=n.exports}}]);
\ No newline at end of file
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diff --git a/assets/js/page-ClientLibraries--1447e5ce.b69b4203.js b/assets/js/page-ClientLibraries--1447e5ce.f21d997f.js
similarity index 99%
rename from assets/js/page-ClientLibraries--1447e5ce.b69b4203.js
rename to assets/js/page-ClientLibraries--1447e5ce.f21d997f.js
index f3b8305f2..d263ba53a 100644
--- a/assets/js/page-ClientLibraries--1447e5ce.b69b4203.js
+++ b/assets/js/page-ClientLibraries--1447e5ce.f21d997f.js
@@ -1 +1 @@
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diff --git a/assets/js/page-CodeEditor--5b66a63c.afe95ca8.js b/assets/js/page-CodeEditor--5b66a63c.392cde1a.js
similarity index 96%
rename from assets/js/page-CodeEditor--5b66a63c.afe95ca8.js
rename to assets/js/page-CodeEditor--5b66a63c.392cde1a.js
index 34232edf0..636ac4893 100644
--- a/assets/js/page-CodeEditor--5b66a63c.afe95ca8.js
+++ b/assets/js/page-CodeEditor--5b66a63c.392cde1a.js
@@ -1 +1 @@
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diff --git a/assets/js/page-CodeStructure--9e28ec14.0461610b.js b/assets/js/page-CodeStructure--9e28ec14.908d5634.js
similarity index 98%
rename from assets/js/page-CodeStructure--9e28ec14.0461610b.js
rename to assets/js/page-CodeStructure--9e28ec14.908d5634.js
index 3dce7faf7..60fcb9387 100644
--- a/assets/js/page-CodeStructure--9e28ec14.0461610b.js
+++ b/assets/js/page-CodeStructure--9e28ec14.908d5634.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[39],{591:function(e,t,i){"use strict";i.r(t);var n=i(1),s=Object(n.a)({},(function(){var e=this,t=e.$createElement,i=e._self._c||t;return i("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[i("h1",{attrs:{id:"code-structure"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#code-structure"}},[e._v("#")]),e._v(" Code Structure")]),e._v(" "),i("p",[e._v("Hi person 😄")]),e._v(" "),i("p",[e._v("Since you are reading this we assume that you are interested in how our solution is layed out. So sit tight, bring a snack and let us try explain it to you.")]),e._v(" "),i("p",[e._v("First thing you should read is our introduction so you know what is our vision. Our main tool for app development is PowerApps which is build on top of the C# and .NET Framework. When we build applications we do it in PowerApps and when we finish we export it and upload it to Visual Studio where we can change some things in code and thru which we upload the code to Git.")]),e._v(" "),i("p",[e._v("When building the app we build it in three layers (solutions):\n• Model - this is where data model does its thing. Entites, their attributes and relationships are here well hidden from end user\n• Logic (ex Features) - In here you can find some bussiness rules, bussiness processes, flows and things that do things. So this is the John Wick part of the App, it does all the action\n• App - Everything that user sees and how he sees it is  defined here. Views, Forms, WebResources (Custom Code) etc. are build in this layer of the app")]),e._v(" "),i("p",[e._v("When we finish building everything, then we can export our solution so we can upload it to git where application is located. If we extract exported solution we can see that it has a certain files and folders order and it looks like this:")]),e._v(" "),i("blockquote",[i("p",[e._v("Legend:\n• Folders\n• SubFolders\n• .xml files\n• Comments")]),e._v(" "),i("p",[e._v("• AppModules\n○ "),i("em",[e._v("ApplicationName")]),e._v("\n§ AppModule.xml - Everything that is contained inside application can be seen here ( read this link)\n• AppModuleSiteMaps\n○ "),i("em",[e._v("ApplicationName")]),e._v("\n§ AppModuleSiteMap.xml - Everything that is contained in site map (Areas, Groups, SubAreas)\n• Entites\n○ "),i("em",[e._v("EntityName")]),e._v("\n§ FormXml - Forms\n□ "),i("em",[e._v("guid")]),e._v(".xml\n§ SavedQueries - Views\n□ "),i("em",[e._v("guid")]),e._v(".xml\n§ Entity.xml - containes all informations about attributes and entity metadata\n§ RibbonDiff.xml - describes buttons\n• OptionSets - Choices\n○ "),i("em",[e._v("optionsetName")]),e._v(".xml\n• Other\n○ Relationships\n§ "),i("em",[e._v("entityName")]),e._v(".xml - containes data about every relationship refered to that entity\n○ Customatizations.xml -\n○ EntityMaps.xml - If some data mapping is done it is contained here\n○ Relationships.xml - Every relationship used in solution\n○ Solution.xml - Everything that is contained inside solution (if you are interested in types read this\n• WebResources - Custom Code\n○ "),i("em",[e._v("customCodeName")]),e._v("\n○ "),i("em",[e._v("WebResourceName")]),e._v(".xml - containes WebSource metadata")])])])}),[],!1,null,null,null);t.default=s.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[39],{594:function(e,t,i){"use strict";i.r(t);var n=i(1),s=Object(n.a)({},(function(){var e=this,t=e.$createElement,i=e._self._c||t;return i("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[i("h1",{attrs:{id:"code-structure"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#code-structure"}},[e._v("#")]),e._v(" Code Structure")]),e._v(" "),i("p",[e._v("Hi person 😄")]),e._v(" "),i("p",[e._v("Since you are reading this we assume that you are interested in how our solution is layed out. So sit tight, bring a snack and let us try explain it to you.")]),e._v(" "),i("p",[e._v("First thing you should read is our introduction so you know what is our vision. Our main tool for app development is PowerApps which is build on top of the C# and .NET Framework. When we build applications we do it in PowerApps and when we finish we export it and upload it to Visual Studio where we can change some things in code and thru which we upload the code to Git.")]),e._v(" "),i("p",[e._v("When building the app we build it in three layers (solutions):\n• Model - this is where data model does its thing. Entites, their attributes and relationships are here well hidden from end user\n• Logic (ex Features) - In here you can find some bussiness rules, bussiness processes, flows and things that do things. So this is the John Wick part of the App, it does all the action\n• App - Everything that user sees and how he sees it is  defined here. Views, Forms, WebResources (Custom Code) etc. are build in this layer of the app")]),e._v(" "),i("p",[e._v("When we finish building everything, then we can export our solution so we can upload it to git where application is located. If we extract exported solution we can see that it has a certain files and folders order and it looks like this:")]),e._v(" "),i("blockquote",[i("p",[e._v("Legend:\n• Folders\n• SubFolders\n• .xml files\n• Comments")]),e._v(" "),i("p",[e._v("• AppModules\n○ "),i("em",[e._v("ApplicationName")]),e._v("\n§ AppModule.xml - Everything that is contained inside application can be seen here ( read this link)\n• AppModuleSiteMaps\n○ "),i("em",[e._v("ApplicationName")]),e._v("\n§ AppModuleSiteMap.xml - Everything that is contained in site map (Areas, Groups, SubAreas)\n• Entites\n○ "),i("em",[e._v("EntityName")]),e._v("\n§ FormXml - Forms\n□ "),i("em",[e._v("guid")]),e._v(".xml\n§ SavedQueries - Views\n□ "),i("em",[e._v("guid")]),e._v(".xml\n§ Entity.xml - containes all informations about attributes and entity metadata\n§ RibbonDiff.xml - describes buttons\n• OptionSets - Choices\n○ "),i("em",[e._v("optionsetName")]),e._v(".xml\n• Other\n○ Relationships\n§ "),i("em",[e._v("entityName")]),e._v(".xml - containes data about every relationship refered to that entity\n○ Customatizations.xml -\n○ EntityMaps.xml - If some data mapping is done it is contained here\n○ Relationships.xml - Every relationship used in solution\n○ Solution.xml - Everything that is contained inside solution (if you are interested in types read this\n• WebResources - Custom Code\n○ "),i("em",[e._v("customCodeName")]),e._v("\n○ "),i("em",[e._v("WebResourceName")]),e._v(".xml - containes WebSource metadata")])])])}),[],!1,null,null,null);t.default=s.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-CollaborationWorkspaces--403c0c82.6236f3c3.js b/assets/js/page-CollaborationWorkspaces--403c0c82.c6c754cf.js
similarity index 99%
rename from assets/js/page-CollaborationWorkspaces--403c0c82.6236f3c3.js
rename to assets/js/page-CollaborationWorkspaces--403c0c82.c6c754cf.js
index 659b487c5..0e1a13cb6 100644
--- a/assets/js/page-CollaborationWorkspaces--403c0c82.6236f3c3.js
+++ b/assets/js/page-CollaborationWorkspaces--403c0c82.c6c754cf.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[40],{519:function(e,t,r){"use strict";r.r(t);var o=r(1),a=Object(o.a)({},(function(){var e=this,t=e.$createElement,r=e._self._c||t;return r("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[r("h1",{attrs:{id:"collaboration-workspaces"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#collaboration-workspaces"}},[e._v("#")]),e._v(" Collaboration Workspaces")]),e._v(" "),r("p",[e._v("The Collaboration Workspace Entities play a crucial role in configuring and fine-tuning the settings of the File Explorer control. File Explorer will not function without them. The entire File Explorer setup is located in the TALXIS Admin App, under the Documents section.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_talxisadminapp.png",alt:"File Explorer Admin App"}})]),e._v(" "),r("p",[e._v("Let's delve into the key components of these entities.")]),e._v(" "),r("h2",{attrs:{id:"collaboration-workspace-template"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#collaboration-workspace-template"}},[e._v("#")]),e._v(" Collaboration Workspace Template")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworspace_templateform.png",alt:"Collaboration Workspace Template Form"}})]),e._v(" "),r("p",[e._v("This is the place where you set up File Explorer settings. Collaboration Workspace Template records are retrieved from the environment by entity and, if specified, by query as well. The second option is to have a record specified in the control binding.\nThe user is prompted to create a new record if no matching record exists.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_notfound.png",alt:"No Collaboration Workspace found"}})]),e._v(" "),r("h3",{attrs:{id:"record-fetching"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#record-fetching"}},[e._v("#")]),e._v(" Record fetching")]),e._v(" "),r("p",[e._v("Collaboration Template records are matched first by entities and, if present, then by queries.")]),e._v(" "),r("p",[e._v("For example, when creating a setup for File Explorer bound to a form of the Account entity, the Entity Name is specified as 'account'. Additionally, because the Internal ID attribute is used in the Liquid path, a simple query is included to ensure that path creation is triggered only when all values in the path are present. This practice is strongly recommended.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_recordfetching.png",alt:"Record Fetching"}})]),e._v(" "),r("p",[e._v("By using matching records, we can have multiple settings for one bound File Explorer. For example, you can have one SharePoint site for accounts of type 'Internal' and another for the rest. It can also point to the same site but a different location. You can possibly take it to the extreme and have a specific configuration for each address. Your options are limitless in this case! 🤯")]),e._v(" "),r("h3",{attrs:{id:"file-explorer-settings"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#file-explorer-settings"}},[e._v("#")]),e._v(" File Explorer Settings")]),e._v(" "),r("p",[e._v("This is where you configure the File Explorer behavior. It's essentially the same configuration as in the File Picker binding. In this case, it has been moved here to allow changes in the target environment.")]),e._v(" "),r("p",[e._v("Each configuration has an explanation written below it.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_settings.png",alt:"File Explorer Settings"}})]),e._v(" "),r("ul",[r("li",[r("strong",[e._v("Default Opener:")]),e._v(" Set the primary way to open documents such as Word, Excel, PowerPoint.")]),e._v(" "),r("li",[r("strong",[e._v("File Explorer Mode:")]),e._v(" Path/List. Only Path is currently supported.")]),e._v(" "),r("li",[r("strong",[e._v("File Explorer Provider:")]),e._v(" Sharepoint/Environment File System. Only Sharepoint is currently supported.")]),e._v(" "),r("li",[r("strong",[e._v("Show Root Folder Name:")]),e._v(" Use this field if you do not want to display the folder name if the user's current working directory is set to root of the "),r("em",[e._v("File Explorer")]),e._v(" control instance.")]),e._v(" "),r("li",[r("strong",[e._v("Root Folder Name:")]),e._v(" Use this field if you do not want to display the name of the last folder in the path.")]),e._v(" "),r("li",[r("strong",[e._v("Lock on Disable:")]),e._v(" If you wish to disable some functionality, such as recording or deleting, on inactive records, select Yes here.")]),e._v(" "),r("li",[r("strong",[e._v("Hide Header Buttons:")]),e._v(" There are always buttons in the header to create and upload a file. When you select Yes, action buttons for existing files appear in the header when you select two or more files. In this mode, individual files are interacted with by buttons directly on the file line. Otherwise, the action buttons appear in the header when one or more files are selected.")]),e._v(" "),r("li",[r("strong",[e._v("Hide File Classification Dialog:")]),e._v(" A dialog that contains the Language and File Type fields, which the user must fill in each time a file is uploaded.")]),e._v(" "),r("li",[r("a",{attrs:{href:"/en/developer-guide/applications/controls/FileExplorer/custom-view-columns"}},[r("strong",[e._v("DEPRECATED")])]),e._v(" "),r("strong",[e._v("Columns to be Shown:")]),e._v(" Enter the columns you wish to display here. Separate the individual columns with a comma. Currently available column names: datemodified.")]),e._v(" "),r("li",[r("strong",[e._v("Event Handlers:")]),e._v(" Support for this functionality will be added in future releases.")]),e._v(" "),r("li",[r("strong",[e._v("Expand Query:")]),e._v(" The query to get data from related records of the source record the "),r("em",[e._v("File Explorer")]),e._v(" control instance is bound to. Contact your administrator for setup help.")]),e._v(" "),r("li",[r("strong",[e._v("Folder Path:")]),e._v(" The path to the destination folder in Sharepoint Online. Separate folders with '/'. Path supports the LIQUID markup language. Contact your administrator for setup help.")]),e._v(" "),r("li",[r("strong",[e._v("Graph Filter Query:")]),e._v(" A filter used by the File Explorer to correctly find the target site in Sharepoint Online. Contact your administrator for setup help.")]),e._v(" "),r("li",[r("strong",[e._v("Form ID:")]),e._v(" Enter the main form ID for the file metadata here. Default value is 357117a8-ac48-ee11-be6d-000d3adc1f33.")]),e._v(" "),r("li",[r("strong",[e._v("File Record Expand Query:")]),e._v(" It is possible to expand file record with related data for custom view columns. Typically this will be used for files related to a specific record such as contract through "),r("code",[e._v("talxis_regardingobjectid")]),e._v(" lookup.")])]),e._v(" "),r("p",[e._v("Ask WAS for help if needed.")]),e._v(" "),r("h2",{attrs:{id:"collaboration-workspace-item"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#collaboration-workspace-item"}},[e._v("#")]),e._v(" Collaboration Workspace Item")]),e._v(" "),r("p",[e._v("You can locate them in the sitemap, but the optimal approach is to navigate directly from the Collaboration Workspace Template form. In the context of File Explorer, these records serve as templates for scaffolding folder structures. If any records are present when File Explorer is initially initialized with a specific record, they are created as folders.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_itemssubgrid.png",alt:"Collab Workspace Items Subgrid"}})]),e._v(" "),r("h3",{attrs:{id:"folder-structure-generation"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#folder-structure-generation"}},[e._v("#")]),e._v(" Folder Structure Generation")]),e._v(" "),r("p",[e._v("Each record of this entity represents one created folder.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_itemform.png",alt:"Collab Workspace Items Form"}})]),e._v(" "),r("h4",{attrs:{id:"structure"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#structure"}},[e._v("#")]),e._v(" Structure")]),e._v(" "),r("p",[e._v("The structure itself is created using the 'Parent Folder' and 'Child Items' attributes. You begin by creating top-level folders, and then you can add the desired number of nested folders.")]),e._v(" "),r("h4",{attrs:{id:"conditional-creation"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#conditional-creation"}},[e._v("#")]),e._v(" Conditional Creation")]),e._v(" "),r("p",[e._v("You can further adjust the folder structure by using 'Entity Name' and 'Query.' If these are not specified or do not match the current record, the folder does not get created.")]),e._v(" "),r("h4",{attrs:{id:"folder-name"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#folder-name"}},[e._v("#")]),e._v(" Folder Name")]),e._v(" "),r("p",[e._v("The folder name is taken from the record name, or you can use the Item Name Template and write Liquid in there. The name is resolved from the data on your record.")]),e._v(" "),r("h2",{attrs:{id:"collaboration-workspace-instance"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#collaboration-workspace-instance"}},[e._v("#")]),e._v(" Collaboration Workspace Instance")]),e._v(" "),r("p",[e._v("Records of this entity are created each time someone loads File Explorer on an entity form, and if no matching Collaboration Workspace Instance exists. This approach makes sense for several reasons:")]),e._v(" "),r("ul",[r("li",[e._v("You can have a static path to a SharePoint Site that remains the same even if someone changes settings in the related Collaboration Workspace Template record.")]),e._v(" "),r("li",[e._v("Information about finished scaffolding is saved here.")])]),e._v(" "),r("p",[e._v("You can view them all in the TALXIS Admin App, and, of course, you can access them from the Collaboration Workspace Template form.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_itemform.png",alt:"Collab Workspace Items Form"}})]),e._v(" "),r("p",[e._v("There is simple form present in TALXIS Admin app where you can see state of instance:")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_instanceform.png",alt:"Collab Workspace Items Form"}})]),e._v(" "),r("p",[e._v("If something went wrong, you can always delete a record here and force File Explorer to initialize a new one. This is particularly handy for correcting issues with the Collaboration Workspace Template record setup.")]),e._v(" "),r("h2",{attrs:{id:"summary"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#summary"}},[e._v("#")]),e._v(" Summary")]),e._v(" "),r("ul",[r("li",[e._v("You have to have a Collaboration Workspace Template record created and correctly set up for File Explorer to work.")]),e._v(" "),r("li",[e._v("If you wish to generate a folder structure, you need to create Collaboration Workspace Item records.")]),e._v(" "),r("li",[e._v("Collaboration Workspace Instance records represent the created folder path for a specific record, and they are generated automatically.")])])])}),[],!1,null,null,null);t.default=a.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[40],{521:function(e,t,r){"use strict";r.r(t);var o=r(1),a=Object(o.a)({},(function(){var e=this,t=e.$createElement,r=e._self._c||t;return r("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[r("h1",{attrs:{id:"collaboration-workspaces"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#collaboration-workspaces"}},[e._v("#")]),e._v(" Collaboration Workspaces")]),e._v(" "),r("p",[e._v("The Collaboration Workspace Entities play a crucial role in configuring and fine-tuning the settings of the File Explorer control. File Explorer will not function without them. The entire File Explorer setup is located in the TALXIS Admin App, under the Documents section.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_talxisadminapp.png",alt:"File Explorer Admin App"}})]),e._v(" "),r("p",[e._v("Let's delve into the key components of these entities.")]),e._v(" "),r("h2",{attrs:{id:"collaboration-workspace-template"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#collaboration-workspace-template"}},[e._v("#")]),e._v(" Collaboration Workspace Template")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworspace_templateform.png",alt:"Collaboration Workspace Template Form"}})]),e._v(" "),r("p",[e._v("This is the place where you set up File Explorer settings. Collaboration Workspace Template records are retrieved from the environment by entity and, if specified, by query as well. The second option is to have a record specified in the control binding.\nThe user is prompted to create a new record if no matching record exists.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_notfound.png",alt:"No Collaboration Workspace found"}})]),e._v(" "),r("h3",{attrs:{id:"record-fetching"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#record-fetching"}},[e._v("#")]),e._v(" Record fetching")]),e._v(" "),r("p",[e._v("Collaboration Template records are matched first by entities and, if present, then by queries.")]),e._v(" "),r("p",[e._v("For example, when creating a setup for File Explorer bound to a form of the Account entity, the Entity Name is specified as 'account'. Additionally, because the Internal ID attribute is used in the Liquid path, a simple query is included to ensure that path creation is triggered only when all values in the path are present. This practice is strongly recommended.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_recordfetching.png",alt:"Record Fetching"}})]),e._v(" "),r("p",[e._v("By using matching records, we can have multiple settings for one bound File Explorer. For example, you can have one SharePoint site for accounts of type 'Internal' and another for the rest. It can also point to the same site but a different location. You can possibly take it to the extreme and have a specific configuration for each address. Your options are limitless in this case! 🤯")]),e._v(" "),r("h3",{attrs:{id:"file-explorer-settings"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#file-explorer-settings"}},[e._v("#")]),e._v(" File Explorer Settings")]),e._v(" "),r("p",[e._v("This is where you configure the File Explorer behavior. It's essentially the same configuration as in the File Picker binding. In this case, it has been moved here to allow changes in the target environment.")]),e._v(" "),r("p",[e._v("Each configuration has an explanation written below it.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_settings.png",alt:"File Explorer Settings"}})]),e._v(" "),r("ul",[r("li",[r("strong",[e._v("Default Opener:")]),e._v(" Set the primary way to open documents such as Word, Excel, PowerPoint.")]),e._v(" "),r("li",[r("strong",[e._v("File Explorer Mode:")]),e._v(" Path/List. Only Path is currently supported.")]),e._v(" "),r("li",[r("strong",[e._v("File Explorer Provider:")]),e._v(" Sharepoint/Environment File System. Only Sharepoint is currently supported.")]),e._v(" "),r("li",[r("strong",[e._v("Show Root Folder Name:")]),e._v(" Use this field if you do not want to display the folder name if the user's current working directory is set to root of the "),r("em",[e._v("File Explorer")]),e._v(" control instance.")]),e._v(" "),r("li",[r("strong",[e._v("Root Folder Name:")]),e._v(" Use this field if you do not want to display the name of the last folder in the path.")]),e._v(" "),r("li",[r("strong",[e._v("Lock on Disable:")]),e._v(" If you wish to disable some functionality, such as recording or deleting, on inactive records, select Yes here.")]),e._v(" "),r("li",[r("strong",[e._v("Hide Header Buttons:")]),e._v(" There are always buttons in the header to create and upload a file. When you select Yes, action buttons for existing files appear in the header when you select two or more files. In this mode, individual files are interacted with by buttons directly on the file line. Otherwise, the action buttons appear in the header when one or more files are selected.")]),e._v(" "),r("li",[r("strong",[e._v("Hide File Classification Dialog:")]),e._v(" A dialog that contains the Language and File Type fields, which the user must fill in each time a file is uploaded.")]),e._v(" "),r("li",[r("a",{attrs:{href:"/en/developer-guide/applications/controls/FileExplorer/custom-view-columns"}},[r("strong",[e._v("DEPRECATED")])]),e._v(" "),r("strong",[e._v("Columns to be Shown:")]),e._v(" Enter the columns you wish to display here. Separate the individual columns with a comma. Currently available column names: datemodified.")]),e._v(" "),r("li",[r("strong",[e._v("Event Handlers:")]),e._v(" Support for this functionality will be added in future releases.")]),e._v(" "),r("li",[r("strong",[e._v("Expand Query:")]),e._v(" The query to get data from related records of the source record the "),r("em",[e._v("File Explorer")]),e._v(" control instance is bound to. Contact your administrator for setup help.")]),e._v(" "),r("li",[r("strong",[e._v("Folder Path:")]),e._v(" The path to the destination folder in Sharepoint Online. Separate folders with '/'. Path supports the LIQUID markup language. Contact your administrator for setup help.")]),e._v(" "),r("li",[r("strong",[e._v("Graph Filter Query:")]),e._v(" A filter used by the File Explorer to correctly find the target site in Sharepoint Online. Contact your administrator for setup help.")]),e._v(" "),r("li",[r("strong",[e._v("Form ID:")]),e._v(" Enter the main form ID for the file metadata here. Default value is 357117a8-ac48-ee11-be6d-000d3adc1f33.")]),e._v(" "),r("li",[r("strong",[e._v("File Record Expand Query:")]),e._v(" It is possible to expand file record with related data for custom view columns. Typically this will be used for files related to a specific record such as contract through "),r("code",[e._v("talxis_regardingobjectid")]),e._v(" lookup.")])]),e._v(" "),r("p",[e._v("Ask WAS for help if needed.")]),e._v(" "),r("h2",{attrs:{id:"collaboration-workspace-item"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#collaboration-workspace-item"}},[e._v("#")]),e._v(" Collaboration Workspace Item")]),e._v(" "),r("p",[e._v("You can locate them in the sitemap, but the optimal approach is to navigate directly from the Collaboration Workspace Template form. In the context of File Explorer, these records serve as templates for scaffolding folder structures. If any records are present when File Explorer is initially initialized with a specific record, they are created as folders.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_itemssubgrid.png",alt:"Collab Workspace Items Subgrid"}})]),e._v(" "),r("h3",{attrs:{id:"folder-structure-generation"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#folder-structure-generation"}},[e._v("#")]),e._v(" Folder Structure Generation")]),e._v(" "),r("p",[e._v("Each record of this entity represents one created folder.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_itemform.png",alt:"Collab Workspace Items Form"}})]),e._v(" "),r("h4",{attrs:{id:"structure"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#structure"}},[e._v("#")]),e._v(" Structure")]),e._v(" "),r("p",[e._v("The structure itself is created using the 'Parent Folder' and 'Child Items' attributes. You begin by creating top-level folders, and then you can add the desired number of nested folders.")]),e._v(" "),r("h4",{attrs:{id:"conditional-creation"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#conditional-creation"}},[e._v("#")]),e._v(" Conditional Creation")]),e._v(" "),r("p",[e._v("You can further adjust the folder structure by using 'Entity Name' and 'Query.' If these are not specified or do not match the current record, the folder does not get created.")]),e._v(" "),r("h4",{attrs:{id:"folder-name"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#folder-name"}},[e._v("#")]),e._v(" Folder Name")]),e._v(" "),r("p",[e._v("The folder name is taken from the record name, or you can use the Item Name Template and write Liquid in there. The name is resolved from the data on your record.")]),e._v(" "),r("h2",{attrs:{id:"collaboration-workspace-instance"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#collaboration-workspace-instance"}},[e._v("#")]),e._v(" Collaboration Workspace Instance")]),e._v(" "),r("p",[e._v("Records of this entity are created each time someone loads File Explorer on an entity form, and if no matching Collaboration Workspace Instance exists. This approach makes sense for several reasons:")]),e._v(" "),r("ul",[r("li",[e._v("You can have a static path to a SharePoint Site that remains the same even if someone changes settings in the related Collaboration Workspace Template record.")]),e._v(" "),r("li",[e._v("Information about finished scaffolding is saved here.")])]),e._v(" "),r("p",[e._v("You can view them all in the TALXIS Admin App, and, of course, you can access them from the Collaboration Workspace Template form.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_itemform.png",alt:"Collab Workspace Items Form"}})]),e._v(" "),r("p",[e._v("There is simple form present in TALXIS Admin app where you can see state of instance:")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/collabworkspace_instanceform.png",alt:"Collab Workspace Items Form"}})]),e._v(" "),r("p",[e._v("If something went wrong, you can always delete a record here and force File Explorer to initialize a new one. This is particularly handy for correcting issues with the Collaboration Workspace Template record setup.")]),e._v(" "),r("h2",{attrs:{id:"summary"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#summary"}},[e._v("#")]),e._v(" Summary")]),e._v(" "),r("ul",[r("li",[e._v("You have to have a Collaboration Workspace Template record created and correctly set up for File Explorer to work.")]),e._v(" "),r("li",[e._v("If you wish to generate a folder structure, you need to create Collaboration Workspace Item records.")]),e._v(" "),r("li",[e._v("Collaboration Workspace Instance records represent the created folder path for a specific record, and they are generated automatically.")])])])}),[],!1,null,null,null);t.default=a.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-ColorPicker--6bb9a844.30d4a68c.js b/assets/js/page-ColorPicker--6bb9a844.77a336df.js
similarity index 96%
rename from assets/js/page-ColorPicker--6bb9a844.30d4a68c.js
rename to assets/js/page-ColorPicker--6bb9a844.77a336df.js
index 6d22ab484..a546fb4d0 100644
--- a/assets/js/page-ColorPicker--6bb9a844.30d4a68c.js
+++ b/assets/js/page-ColorPicker--6bb9a844.77a336df.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[41],{531:function(t,e,r){"use strict";r.r(e);var a=r(1),i=Object(a.a)({},(function(){var t=this,e=t.$createElement,r=t._self._c||e;return r("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[r("h1",{attrs:{id:"color-picker"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#color-picker"}},[t._v("#")]),t._v(" Color Picker")]),t._v(" "),r("p",[t._v("Color Picker enables users to select a color through an interactive palette. Additionally, users can directly input a valid RGB, HEX, or color string into the field. If an invalid color is entered, an error message will be displayed, and the invalid value will not be propagated to the framework.")]),t._v(" "),r("img",{attrs:{src:"/.attachments/applications/Controls/colorpicker.png",width:"300px"}}),t._v(" "),r("h2",{attrs:{id:"bindings"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#bindings"}},[t._v("#")]),t._v(" Bindings")]),t._v(" "),r("table",[r("thead",[r("tr",[r("th",[t._v("Property Name")]),t._v(" "),r("th",[t._v("Description")]),t._v(" "),r("th",[t._v("Of Type")]),t._v(" "),r("th",[t._v("Input")]),t._v(" "),r("th",[t._v("Output")]),t._v(" "),r("th",[t._v("Usage")]),t._v(" "),r("th",[t._v("Required")])])]),t._v(" "),r("tbody",[r("tr",[r("td",[t._v("value")]),t._v(" "),r("td",[t._v("Binding field containing the color value.")]),t._v(" "),r("td",[r("code",[t._v("SingleLine.Text")])]),t._v(" "),r("td",[r("p",[r("code",[t._v("#000000")])]),t._v(" "),r("p",{staticStyle:{width:"130px"}},[r("code",[t._v("rgb(0, 0, 0)")])]),t._v(" "),r("p",[r("code",[t._v("black")])])]),t._v(" "),r("td",[r("code",[t._v("#000000")])]),t._v(" "),r("td",[r("code",[t._v("bound")])]),t._v(" "),r("td",[r("code",[t._v("true")])])])])])])}),[],!1,null,null,null);e.default=i.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[41],{532:function(t,e,r){"use strict";r.r(e);var a=r(1),i=Object(a.a)({},(function(){var t=this,e=t.$createElement,r=t._self._c||e;return r("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[r("h1",{attrs:{id:"color-picker"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#color-picker"}},[t._v("#")]),t._v(" Color Picker")]),t._v(" "),r("p",[t._v("Color Picker enables users to select a color through an interactive palette. Additionally, users can directly input a valid RGB, HEX, or color string into the field. If an invalid color is entered, an error message will be displayed, and the invalid value will not be propagated to the framework.")]),t._v(" "),r("img",{attrs:{src:"/.attachments/applications/Controls/colorpicker.png",width:"300px"}}),t._v(" "),r("h2",{attrs:{id:"bindings"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#bindings"}},[t._v("#")]),t._v(" Bindings")]),t._v(" "),r("table",[r("thead",[r("tr",[r("th",[t._v("Property Name")]),t._v(" "),r("th",[t._v("Description")]),t._v(" "),r("th",[t._v("Of Type")]),t._v(" "),r("th",[t._v("Input")]),t._v(" "),r("th",[t._v("Output")]),t._v(" "),r("th",[t._v("Usage")]),t._v(" "),r("th",[t._v("Required")])])]),t._v(" "),r("tbody",[r("tr",[r("td",[t._v("value")]),t._v(" "),r("td",[t._v("Binding field containing the color value.")]),t._v(" "),r("td",[r("code",[t._v("SingleLine.Text")])]),t._v(" "),r("td",[r("p",[r("code",[t._v("#000000")])]),t._v(" "),r("p",{staticStyle:{width:"130px"}},[r("code",[t._v("rgb(0, 0, 0)")])]),t._v(" "),r("p",[r("code",[t._v("black")])])]),t._v(" "),r("td",[r("code",[t._v("#000000")])]),t._v(" "),r("td",[r("code",[t._v("bound")])]),t._v(" "),r("td",[r("code",[t._v("true")])])])])])])}),[],!1,null,null,null);e.default=i.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-ColorfulOptionset--1e1851cc.2a488dc5.js b/assets/js/page-ColorfulOptionset--1e1851cc.5968aa68.js
similarity index 95%
rename from assets/js/page-ColorfulOptionset--1e1851cc.2a488dc5.js
rename to assets/js/page-ColorfulOptionset--1e1851cc.5968aa68.js
index 22f64635f..2bbc0c78b 100644
--- a/assets/js/page-ColorfulOptionset--1e1851cc.2a488dc5.js
+++ b/assets/js/page-ColorfulOptionset--1e1851cc.5968aa68.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[42],{529:function(t,s,a){"use strict";a.r(s);var e=a(1),o=Object(e.a)({},(function(){var t=this,s=t.$createElement,a=t._self._c||s;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"colorful-optionset"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#colorful-optionset"}},[t._v("#")]),t._v(" Colorful Optionset")]),t._v(" "),a("h2",{attrs:{id:"visual-example"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[t._v("#")]),t._v(" Visual Example")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/colorfuloptionsetcontrol.png",alt:"Colorful Optionset Displayed On Form"}})]),t._v(" "),a("h2",{attrs:{id:"description"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[t._v("#")]),t._v(" Description")]),t._v(" "),a("p",[t._v("This control is changing design of optionset on form.")]),t._v(" "),a("h2",{attrs:{id:"binding-field"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[t._v("#")]),t._v(" Binding Field")]),t._v(" "),a("p",[t._v("Control can be binded to any field of type Optionset.")]),t._v(" "),a("h2",{attrs:{id:"inputs"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[t._v("#")]),t._v(" Inputs")]),t._v(" "),a("ul",[a("li",[t._v("None")])])])}),[],!1,null,null,null);s.default=o.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[42],{530:function(t,s,a){"use strict";a.r(s);var e=a(1),o=Object(e.a)({},(function(){var t=this,s=t.$createElement,a=t._self._c||s;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"colorful-optionset"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#colorful-optionset"}},[t._v("#")]),t._v(" Colorful Optionset")]),t._v(" "),a("h2",{attrs:{id:"visual-example"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[t._v("#")]),t._v(" Visual Example")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/colorfuloptionsetcontrol.png",alt:"Colorful Optionset Displayed On Form"}})]),t._v(" "),a("h2",{attrs:{id:"description"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[t._v("#")]),t._v(" Description")]),t._v(" "),a("p",[t._v("This control is changing design of optionset on form.")]),t._v(" "),a("h2",{attrs:{id:"binding-field"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[t._v("#")]),t._v(" Binding Field")]),t._v(" "),a("p",[t._v("Control can be binded to any field of type Optionset.")]),t._v(" "),a("h2",{attrs:{id:"inputs"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[t._v("#")]),t._v(" Inputs")]),t._v(" "),a("ul",[a("li",[t._v("None")])])])}),[],!1,null,null,null);s.default=o.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-CommonGuidance--79bd103c.5085cf0e.js b/assets/js/page-CommonGuidance--79bd103c.3dc37999.js
similarity index 99%
rename from assets/js/page-CommonGuidance--79bd103c.5085cf0e.js
rename to assets/js/page-CommonGuidance--79bd103c.3dc37999.js
index 6c3dc1298..18e8bd273 100644
--- a/assets/js/page-CommonGuidance--79bd103c.5085cf0e.js
+++ b/assets/js/page-CommonGuidance--79bd103c.3dc37999.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[43],{563:function(t,e,v){"use strict";v.r(e);var o=v(1),_=Object(o.a)({},(function(){var t=this,e=t.$createElement,v=t._self._c||e;return v("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[v("h1",{attrs:{id:"common-guidance"}},[v("a",{staticClass:"header-anchor",attrs:{href:"#common-guidance"}},[t._v("#")]),t._v(" Common Guidance")]),t._v(" "),v("p",[t._v("You can find there some basic conventions which affect multiple components.")]),t._v(" "),v("h2",{attrs:{id:"references-overview"}},[v("a",{staticClass:"header-anchor",attrs:{href:"#references-overview"}},[t._v("#")]),t._v(" References Overview")]),t._v(" "),v("p",[t._v("Some components have to be referenced. This table will help you with that:")]),t._v(" "),v("table",[v("thead",[v("tr",[v("th",[t._v("Component")]),t._v(" "),v("th",[t._v("Type")]),t._v(" "),v("th",[t._v("solution.xml")]),t._v(" "),v("th",[t._v("AppModule_managed.xml")])])]),t._v(" "),v("tbody",[v("tr",[v("td",[t._v("Entity")]),t._v(" "),v("td",[t._v("1")]),t._v(" "),v("td",[t._v("schemaName")]),t._v(" "),v("td",[t._v("schemaName")])]),t._v(" "),v("tr",[v("td",[t._v("Option Set")]),t._v(" "),v("td",[t._v("9")]),t._v(" "),v("td",[t._v("schemaName")]),t._v(" "),v("td",[t._v("N/A")])]),t._v(" "),v("tr",[v("td",[t._v("Security Role")]),t._v(" "),v("td",[t._v("20")]),t._v(" "),v("td",[t._v("GUID")]),t._v(" "),v("td",[t._v("GUID (AppModuleRoleMaps)")])]),t._v(" "),v("tr",[v("td",[t._v("View")]),t._v(" "),v("td",[t._v("26")]),t._v(" "),v("td",[t._v("N/A")]),t._v(" "),v("td",[t._v("schemaName")])]),t._v(" "),v("tr",[v("td",[t._v("Business Rule")]),t._v(" "),v("td",[t._v("29")]),t._v(" "),v("td",[t._v("GUID")]),t._v(" "),v("td",[t._v("GUID")])]),t._v(" "),v("tr",[v("td",[t._v("Cloud Flow")]),t._v(" "),v("td",[t._v("29")]),t._v(" "),v("td",[t._v("GUID")]),t._v(" "),v("td",[t._v("N/A")])]),t._v(" "),v("tr",[v("td",[t._v("Workflow")]),t._v(" "),v("td",[t._v("29")]),t._v(" "),v("td",[t._v("GUID")]),t._v(" "),v("td",[t._v("N/A")])]),t._v(" "),v("tr",[v("td",[t._v("Ribbon Diff")]),t._v(" "),v("td",[t._v("55")]),t._v(" "),v("td",[t._v("N/A")]),t._v(" "),v("td",[t._v("N/A")])]),t._v(" "),v("tr",[v("td",[t._v("Dashboard")]),t._v(" "),v("td",[t._v("60")]),t._v(" "),v("td",[t._v("GUID")]),t._v(" "),v("td",[t._v("GUID")])]),t._v(" "),v("tr",[v("td",[t._v("Form")]),t._v(" "),v("td",[t._v("60")]),t._v(" "),v("td",[t._v("GUID")]),t._v(" "),v("td",[t._v("GUID")])]),t._v(" "),v("tr",[v("td",[t._v("WebResource")]),t._v(" "),v("td",[t._v("61")]),t._v(" "),v("td",[t._v("schemaName")]),t._v(" "),v("td",[t._v("N/A")])]),t._v(" "),v("tr",[v("td",[t._v("SiteMap")]),t._v(" "),v("td",[t._v("62")]),t._v(" "),v("td",[t._v("schemaName")]),t._v(" "),v("td",[t._v("schemaName")])]),t._v(" "),v("tr",[v("td",[t._v("Connection Role")]),t._v(" "),v("td",[t._v("63")]),t._v(" "),v("td",[t._v("N/A")]),t._v(" "),v("td",[t._v("N/A")])]),t._v(" "),v("tr",[v("td",[t._v("AppModule")]),t._v(" "),v("td",[t._v("80")]),t._v(" "),v("td",[t._v("GUID")]),t._v(" "),v("td",[t._v("N/A")])]),t._v(" "),v("tr",[v("td",[t._v("Plugin Assemblies")]),t._v(" "),v("td",[t._v("91")]),t._v(" "),v("td",[t._v("GUID")]),t._v(" "),v("td",[t._v("N/A")])]),t._v(" "),v("tr",[v("td",[t._v("SDK Message Processing Step")]),t._v(" "),v("td",[t._v("92")]),t._v(" "),v("td",[t._v("GUID")]),t._v(" "),v("td",[t._v("N/A")])]),t._v(" "),v("tr",[v("td",[t._v("Canvas App")]),t._v(" "),v("td",[t._v("300")]),t._v(" "),v("td",[t._v("schemaName")]),t._v(" "),v("td",[t._v("schemaName")])])])]),t._v(" "),v("p",[v("strong",[t._v("Examples:")])]),t._v(" "),v("p",[t._v("A form referenced in AppModule_managed.xml(GUID):")]),t._v(" "),v("p",[v("code",[t._v('<AppModuleComponent type="60" id="{33333374-0107-446f-bf15-d1ab0ed88dcf}" />')])]),t._v(" "),v("p",[t._v("An entity referenced in solution.xml(schemaName):")]),t._v(" "),v("p",[v("code",[t._v('<RootComponent type="1" schemaName="talxis_building" behavior="0" />')])]),t._v(" "),v("p",[v("em",[t._v("Look at other projects if you struggle or ask seniors.")])]),t._v(" "),v("hr"),t._v(" "),v("h3",{attrs:{id:"behavior"}},[v("a",{staticClass:"header-anchor",attrs:{href:"#behavior"}},[t._v("#")]),t._v(" "),v("strong",[t._v("Behavior")])]),t._v(" "),v("p",[t._v("Behavior defines how the component will behave while being imported.")]),t._v(" "),v("p",[v("code",[t._v('behavior="0"')]),t._v(" - 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diff --git a/assets/js/page-CompanyProfileHinting--50e316e2.b3084dbc.js b/assets/js/page-CompanyProfileHinting--50e316e2.ef89e612.js
similarity index 96%
rename from assets/js/page-CompanyProfileHinting--50e316e2.b3084dbc.js
rename to assets/js/page-CompanyProfileHinting--50e316e2.ef89e612.js
index 395c40480..0ac80124d 100644
--- a/assets/js/page-CompanyProfileHinting--50e316e2.b3084dbc.js
+++ b/assets/js/page-CompanyProfileHinting--50e316e2.ef89e612.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[44],{532:function(i,t,e){"use strict";e.r(t);var a=e(1),n=Object(a.a)({},(function(){var i=this,t=i.$createElement,e=i._self._c||t;return e("ContentSlotsDistributor",{attrs:{"slot-key":i.$parent.slotKey}},[e("h1",{attrs:{id:"company-profile-hinting"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#company-profile-hinting"}},[i._v("#")]),i._v(" Company Profile Hinting")]),i._v(" "),e("h2",{attrs:{id:"visual-example"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[i._v("#")]),i._v(" Visual Example")]),i._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/applications/Controls/companyprofilehintingcontrol.png",alt:"Company Profile Hinting Displayed On Form"}})]),i._v(" "),e("h2",{attrs:{id:"description"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[i._v("#")]),i._v(" Description")]),i._v(" "),e("p",[i._v("This control will hint companies on binded field, when company is selected, bounded fields are preffiled.")]),i._v(" "),e("h2",{attrs:{id:"binding-field"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[i._v("#")]),i._v(" Binding Field")]),i._v(" "),e("p",[i._v("Can be binded to any field of type SingleLine.Text.")]),i._v(" "),e("h2",{attrs:{id:"inputs"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[i._v("#")]),i._v(" Inputs")]),i._v(" "),e("p",[i._v("Bounded Inputs")]),i._v(" "),e("ul",[e("li",[i._v("Name - Comapny Name")]),i._v(" "),e("li",[i._v("Company Nuber")]),i._v(" "),e("li",[i._v("Jurisdiction Code")]),i._v(" "),e("li",[i._v("Locality")]),i._v(" "),e("li",[i._v("Sublocality")]),i._v(" "),e("li",[i._v("Region")]),i._v(" "),e("li",[i._v("Postal Code")]),i._v(" "),e("li",[i._v("Formatted Postal Code")]),i._v(" "),e("li",[i._v("Country")]),i._v(" "),e("li",[i._v("Administrative Area")]),i._v(" "),e("li",[i._v("Street Name")]),i._v(" "),e("li",[i._v("Sreet Number")]),i._v(" "),e("li",[i._v("Full Address")]),i._v(" "),e("li",[i._v("Latitude")]),i._v(" "),e("li",[i._v("Longtitude")])])])}),[],!1,null,null,null);t.default=n.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[44],{533:function(i,t,e){"use strict";e.r(t);var a=e(1),n=Object(a.a)({},(function(){var i=this,t=i.$createElement,e=i._self._c||t;return e("ContentSlotsDistributor",{attrs:{"slot-key":i.$parent.slotKey}},[e("h1",{attrs:{id:"company-profile-hinting"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#company-profile-hinting"}},[i._v("#")]),i._v(" Company Profile Hinting")]),i._v(" "),e("h2",{attrs:{id:"visual-example"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[i._v("#")]),i._v(" Visual Example")]),i._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/applications/Controls/companyprofilehintingcontrol.png",alt:"Company Profile Hinting Displayed On Form"}})]),i._v(" "),e("h2",{attrs:{id:"description"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[i._v("#")]),i._v(" Description")]),i._v(" "),e("p",[i._v("This control will hint companies on binded field, when company is selected, bounded fields are preffiled.")]),i._v(" "),e("h2",{attrs:{id:"binding-field"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[i._v("#")]),i._v(" Binding Field")]),i._v(" "),e("p",[i._v("Can be binded to any field of type SingleLine.Text.")]),i._v(" "),e("h2",{attrs:{id:"inputs"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[i._v("#")]),i._v(" Inputs")]),i._v(" "),e("p",[i._v("Bounded Inputs")]),i._v(" "),e("ul",[e("li",[i._v("Name - Comapny Name")]),i._v(" "),e("li",[i._v("Company Nuber")]),i._v(" "),e("li",[i._v("Jurisdiction Code")]),i._v(" "),e("li",[i._v("Locality")]),i._v(" "),e("li",[i._v("Sublocality")]),i._v(" "),e("li",[i._v("Region")]),i._v(" "),e("li",[i._v("Postal Code")]),i._v(" "),e("li",[i._v("Formatted Postal Code")]),i._v(" "),e("li",[i._v("Country")]),i._v(" "),e("li",[i._v("Administrative Area")]),i._v(" "),e("li",[i._v("Street Name")]),i._v(" "),e("li",[i._v("Sreet Number")]),i._v(" "),e("li",[i._v("Full Address")]),i._v(" "),e("li",[i._v("Latitude")]),i._v(" "),e("li",[i._v("Longtitude")])])])}),[],!1,null,null,null);t.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Components--2f699062.a93972f0.js b/assets/js/page-Components--2f699062.5a7e263a.js
similarity index 89%
rename from assets/js/page-Components--2f699062.a93972f0.js
rename to assets/js/page-Components--2f699062.5a7e263a.js
index e2957a696..e78ee0e27 100644
--- a/assets/js/page-Components--2f699062.a93972f0.js
+++ b/assets/js/page-Components--2f699062.5a7e263a.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[45],{593:function(t,s,n){"use strict";n.r(s);var a=n(1),e=Object(a.a)({},(function(){var t=this.$createElement,s=this._self._c||t;return s("ContentSlotsDistributor",{attrs:{"slot-key":this.$parent.slotKey}},[s("h1",{attrs:{id:"components"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#components"}},[this._v("#")]),this._v(" Components")]),this._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/TALXIS%20MATRIX%20(4)-aa986300-88a7-44c3-94a6-ab3163200222.png",alt:"TALXIS MATRIX (4).png"}})])])}),[],!1,null,null,null);s.default=e.exports}}]);
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diff --git a/assets/js/page-Config--7ca0ef47.6666d8d4.js b/assets/js/page-Config--7ca0ef47.b1d0e4f2.js
similarity index 93%
rename from assets/js/page-Config--7ca0ef47.6666d8d4.js
rename to assets/js/page-Config--7ca0ef47.b1d0e4f2.js
index 2acd66cd3..abc0d5bc9 100644
--- a/assets/js/page-Config--7ca0ef47.6666d8d4.js
+++ b/assets/js/page-Config--7ca0ef47.b1d0e4f2.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[46],{509:function(t,a,e){"use strict";e.r(a);var r=e(1),s=Object(r.a)({},(function(){var t=this,a=t.$createElement,e=t._self._c||a;return e("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[e("h1",{attrs:{id:"config"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#config"}},[t._v("#")]),t._v(" Config")]),t._v(" "),e("h2",{attrs:{id:"foo"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#foo"}},[t._v("#")]),t._v(" foo")]),t._v(" "),e("ul",[e("li",[t._v("Type: "),e("code",[t._v("string")])]),t._v(" "),e("li",[t._v("Default: "),e("code",[t._v("/")])])]),t._v(" "),e("h2",{attrs:{id:"bar"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#bar"}},[t._v("#")]),t._v(" bar")]),t._v(" "),e("ul",[e("li",[t._v("Type: "),e("code",[t._v("string")])]),t._v(" "),e("li",[t._v("Default: "),e("code",[t._v("/")])])])])}),[],!1,null,null,null);a.default=s.exports}}]);
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diff --git a/assets/js/page-ConfigurationPage--38196210.6dae3717.js b/assets/js/page-ConfigurationPage--38196210.490935ec.js
similarity index 99%
rename from assets/js/page-ConfigurationPage--38196210.6dae3717.js
rename to assets/js/page-ConfigurationPage--38196210.490935ec.js
index a10866865..70d59fd75 100644
--- a/assets/js/page-ConfigurationPage--38196210.6dae3717.js
+++ b/assets/js/page-ConfigurationPage--38196210.490935ec.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[47],{575:function(t,a,s){"use strict";s.r(a);var n=s(1),e=Object(n.a)({},(function(){var t=this,a=t.$createElement,s=t._self._c||a;return s("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[s("h1",{attrs:{id:"configuration-page"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#configuration-page"}},[t._v("#")]),t._v(" Configuration Page")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/DeveloperGuide/Utilities/configuration-page-1.png",alt:"Configuration Page"}})]),t._v(" "),s("p",[t._v("Do you have environment variables to configure your app? Do you want the users to have easy access to these variables? Continue reading this page and find out how to create a configuration page like this.")]),t._v(" "),s("p",[t._v("What you see in the picture above is a dialog loaded from a sitemap. Using TypeScript, we have created functions to get environment variable values in the dialog. 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It looks very similar to a two option attribute on classic forms, but there are small differences as you can see in the XML definition below.")]),t._v(" "),s("p",[s("strong",[t._v("Control id")]),t._v(" of the attribute needs to match the schema name of the environment variable you want to show there. The script will not work properly without it. 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diff --git a/assets/js/page-ConfigurePeopleModule--817d763c.c8511502.js b/assets/js/page-ConfigurePeopleModule--817d763c.789ba8c5.js
similarity index 91%
rename from assets/js/page-ConfigurePeopleModule--817d763c.c8511502.js
rename to assets/js/page-ConfigurePeopleModule--817d763c.789ba8c5.js
index 8e691f40e..0da2ab847 100644
--- a/assets/js/page-ConfigurePeopleModule--817d763c.c8511502.js
+++ b/assets/js/page-ConfigurePeopleModule--817d763c.789ba8c5.js
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-(window.webpackJsonp=window.webpackJsonp||[]).push([[48],{515:function(t,e,o){"use strict";o.r(e);var i=o(1),s=Object(i.a)({},(function(){var t=this.$createElement,e=this._self._c||t;return e("ContentSlotsDistributor",{attrs:{"slot-key":this.$parent.slotKey}},[e("h1",{attrs:{id:"configure-people-module"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#configure-people-module"}},[this._v("#")]),this._v(" Configure People Module")]),this._v(" "),e("p",[this._v("This is a configuration guide for the people module product of the TALXIS family.")]),this._v(" "),e("ol",[e("li",[e("RouterLink",{attrs:{to:"/en/customizer-guide/modules/people/provision-approvals.html"}},[this._v("Provision Approvals")])],1)])])}),[],!1,null,null,null);e.default=s.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[48],{516:function(t,e,o){"use strict";o.r(e);var i=o(1),s=Object(i.a)({},(function(){var t=this.$createElement,e=this._self._c||t;return e("ContentSlotsDistributor",{attrs:{"slot-key":this.$parent.slotKey}},[e("h1",{attrs:{id:"configure-people-module"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#configure-people-module"}},[this._v("#")]),this._v(" Configure People Module")]),this._v(" "),e("p",[this._v("This is a configuration guide for the people module product of the TALXIS family.")]),this._v(" "),e("ol",[e("li",[e("RouterLink",{attrs:{to:"/en/customizer-guide/modules/people/provision-approvals.html"}},[this._v("Provision Approvals")])],1)])])}),[],!1,null,null,null);e.default=s.exports}}]);
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diff --git a/assets/js/page-Configurecontractreviewandapproval--708b7602.6d91297b.js b/assets/js/page-Configurecontractreviewandapproval--708b7602.48122773.js
similarity index 98%
rename from assets/js/page-Configurecontractreviewandapproval--708b7602.6d91297b.js
rename to assets/js/page-Configurecontractreviewandapproval--708b7602.48122773.js
index b1aeb0e56..77a1af087 100644
--- a/assets/js/page-Configurecontractreviewandapproval--708b7602.6d91297b.js
+++ b/assets/js/page-Configurecontractreviewandapproval--708b7602.48122773.js
@@ -1 +1 @@
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diff --git a/assets/js/page-Configureprocesses--7cc1e7d6.de2f3a83.js b/assets/js/page-Configureprocesses--7cc1e7d6.a92deccc.js
similarity index 98%
rename from assets/js/page-Configureprocesses--7cc1e7d6.de2f3a83.js
rename to assets/js/page-Configureprocesses--7cc1e7d6.a92deccc.js
index 1478851f2..849ad0775 100644
--- a/assets/js/page-Configureprocesses--7cc1e7d6.de2f3a83.js
+++ b/assets/js/page-Configureprocesses--7cc1e7d6.a92deccc.js
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diff --git a/assets/js/page-CreateAndOpen-EntityGenerator--28e443fc.11805092.js b/assets/js/page-CreateAndOpen-EntityGenerator--28e443fc.7cf61d0a.js
similarity index 99%
rename from assets/js/page-CreateAndOpen-EntityGenerator--28e443fc.11805092.js
rename to assets/js/page-CreateAndOpen-EntityGenerator--28e443fc.7cf61d0a.js
index 8938a48ee..b310fb83c 100644
--- a/assets/js/page-CreateAndOpen-EntityGenerator--28e443fc.11805092.js
+++ b/assets/js/page-CreateAndOpen-EntityGenerator--28e443fc.7cf61d0a.js
@@ -1 +1 @@
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\ No newline at end of file
diff --git a/assets/js/page-Createandeditcontract--9b7d5cb8.ce3ebbe0.js b/assets/js/page-Createandeditcontract--9b7d5cb8.1b1b3f7a.js
similarity index 99%
rename from assets/js/page-Createandeditcontract--9b7d5cb8.ce3ebbe0.js
rename to assets/js/page-Createandeditcontract--9b7d5cb8.1b1b3f7a.js
index 81372aa27..e0e7bd668 100644
--- a/assets/js/page-Createandeditcontract--9b7d5cb8.ce3ebbe0.js
+++ b/assets/js/page-Createandeditcontract--9b7d5cb8.1b1b3f7a.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[52],{637:function(t,e,r){"use strict";r.r(e);var o=r(1),n=Object(o.a)({},(function(){var t=this,e=t.$createElement,r=t._self._c||e;return r("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[r("h1",{attrs:{id:"create-and-edit-contract"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#create-and-edit-contract"}},[t._v("#")]),t._v(" Create and edit contract")]),t._v(" "),r("p",[t._v("Contract entity is here for you to keep all important information about contracts in one place. It will help you to keep an overview of their stages, validity, comments, and other data you need to know.")]),t._v(" "),r("h2",{attrs:{id:"where-to-find-them"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#where-to-find-them"}},[t._v("#")]),t._v(" Where to find them?")]),t._v(" "),r("p",[t._v("Contracts have their group in the main area of the TALXIS Contract application sitemap. 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\ No newline at end of file
diff --git a/assets/js/page-Createandmanageaproject--4a645e74.c0921acb.js b/assets/js/page-Createandmanageaproject--4a645e74.8bf84330.js
similarity index 98%
rename from assets/js/page-Createandmanageaproject--4a645e74.c0921acb.js
rename to assets/js/page-Createandmanageaproject--4a645e74.8bf84330.js
index 704272621..5f46eb091 100644
--- a/assets/js/page-Createandmanageaproject--4a645e74.c0921acb.js
+++ b/assets/js/page-Createandmanageaproject--4a645e74.8bf84330.js
@@ -1 +1 @@
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diff --git a/assets/js/page-Createandmanageleads--1f71e27c.6b4c68af.js b/assets/js/page-Createandmanageleads--1f71e27c.9b40d9d9.js
similarity index 99%
rename from assets/js/page-Createandmanageleads--1f71e27c.6b4c68af.js
rename to assets/js/page-Createandmanageleads--1f71e27c.9b40d9d9.js
index 9a727fddb..b37739cac 100644
--- a/assets/js/page-Createandmanageleads--1f71e27c.6b4c68af.js
+++ b/assets/js/page-Createandmanageleads--1f71e27c.9b40d9d9.js
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-(window.webpackJsonp=window.webpackJsonp||[]).push([[54],{660:function(e,t,a){"use strict";a.r(t);var i=a(1),s=Object(i.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"create-and-manage-leads"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#create-and-manage-leads"}},[e._v("#")]),e._v(" Create and manage leads")]),e._v(" "),a("h2",{attrs:{id:"who-is-the-lead"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#who-is-the-lead"}},[e._v("#")]),e._v(" Who is the Lead?")]),e._v(" "),a("p",[e._v("In Sales app, leads are potential sales. In other words, a lead is a potential customer who must be qualified or disqualified as a sales opportunity. When a lead is qualified, it can be converted to an opportunity.")]),e._v(" "),a("p",[e._v("You can collect leads from many different sources. For example, you can generate sales leads from advertisment webinars, inquiries from your website, or by word of mouth.")]),e._v(" "),a("p",[e._v("When you create a lead, there are system-required field to fill out (Topic). But other data, such as account, contact, the source of the lead, and description , can also help your sales staff in following up with the customers.")]),e._v(" "),a("h2",{attrs:{id:"list-of-all-leads"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#list-of-all-leads"}},[e._v("#")]),e._v(" List of all leads")]),e._v(" "),a("p",[e._v("You can view all created leads in the application. To view them, just go to the Leads group and you will see a view with "),a("strong",[e._v("All Active Leads")]),e._v(". If you don't know what views are, take a look at this page: "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/views/"}},[e._v("View records")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadsView.png",alt:"Leads group"}})]),e._v(" "),a("h2",{attrs:{id:"create-lead"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#create-lead"}},[e._v("#")]),e._v(" Create Lead")]),e._v(" "),a("p",[e._v("We are going to create "),a("strong",[e._v("Lead")]),e._v(" using forms. 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You can also provide data such as Lead source, Account or Contact.")]),e._v(" "),a("p",[e._v("Options for Lead source:")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadSource.png",alt:"Lead Source"}})]),e._v(" "),a("ol",{attrs:{start:"4"}},[a("li",[e._v("Save form")])]),e._v(" "),a("p",[e._v("After filling in all the necessary fields and saving the form, you can see the new lead in "),a("strong",[e._v("All active leads")]),e._v(".")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/newLead.png",alt:"New lead"}})]),e._v(" "),a("ol",{attrs:{start:"5"}},[a("li",[e._v("Identify Lead")])]),e._v(" "),a("p",[e._v("Navigate to "),a("strong",[e._v("Identify")]),e._v(" stage and click on "),a("strong",[e._v("Next Stage")]),e._v(".")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/identifyStage.png",alt:"Identify stage"}})]),e._v(" "),a("h2",{attrs:{id:"timeline"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#timeline"}},[e._v("#")]),e._v(" Timeline")]),e._v(" "),a("p",[e._v("The "),a("strong",[e._v("timeline")]),e._v(" is used to store "),a("strong",[e._v("activities")]),e._v(" linked to a record. More information about timeline "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[e._v("here")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadTimeline.png",alt:"Timeline in Lead"}})]),e._v(" "),a("h2",{attrs:{id:"tags"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#tags"}},[e._v("#")]),e._v(" Tags")]),e._v(" "),a("p",[e._v("Tags describe information about record and make it easy to locate related records that have the same tag. More information about tags "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/tag/"}},[e._v("here")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadTags.png",alt:"Timeline in Lead"}})]),e._v(" "),a("h2",{attrs:{id:"scheduled-follow-up-activities"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#scheduled-follow-up-activities"}},[e._v("#")]),e._v(" Scheduled follow-up activities")]),e._v(" "),a("p",[e._v("You can then see the upcoming activities in the "),a("strong",[e._v("Scheduled Follow-up")]),e._v(" section.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/followupLead.png",alt:"Timeline in Lead"}})]),e._v(" "),a("h2",{attrs:{id:"qualify-and-convert-a-lead-to-an-opportunity"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#qualify-and-convert-a-lead-to-an-opportunity"}},[e._v("#")]),e._v(" Qualify and convert a lead to an opportunity")]),e._v(" "),a("p",[e._v("If your lead has potential to become a sale, you can qualify the lead to an opportunity. 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This could be information like appointment, phonecall and so on. When a lead is qualified, activities are displayed in the opportunity as well as in originating lead. Notes are not transfer to the opportunity.")]),e._v(" "),a("h2",{attrs:{id:"disqualify-a-lead"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#disqualify-a-lead"}},[e._v("#")]),e._v(" Disqualify a lead")]),e._v(" "),a("p",[e._v("When you decide that a lead will not turn into an opportunity, you can disqualify it and still have an audit trail for your sales process. You can reactivate the record, including any attachments and notes, without having to re-enter all the data if the lead contacts you in the future. Deleting the record also removes any attachments and notes.")]),e._v(" "),a("p",[e._v("If Lead doesn't fit your expectations, you may disqualify him. You must state the reason for disqualification.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/disqualifyLead.png",alt:"Disqualify Lead"}})]),e._v(" "),a("p",[e._v("You can see lead result."),a("br"),e._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadResult.png",alt:"Lead Result"}})]),e._v(" "),a("h2",{attrs:{id:"reactivate-lead"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#reactivate-lead"}},[e._v("#")]),e._v(" Reactivate Lead")]),e._v(" "),a("p",[e._v("After disqualification, the form will be locked. You cannot edit the data in the form. If you later want to work with Lead, you can reactivate it with the "),a("strong",[e._v("Reactivate")]),e._v(" button.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/reactivateLead.png",alt:"Reactivate Lead"}})])])}),[],!1,null,null,null);t.default=s.exports}}]);
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For example, you can generate sales leads from advertisment webinars, inquiries from your website, or by word of mouth.")]),e._v(" "),a("p",[e._v("When you create a lead, there are system-required field to fill out (Topic). But other data, such as account, contact, the source of the lead, and description , can also help your sales staff in following up with the customers.")]),e._v(" "),a("h2",{attrs:{id:"list-of-all-leads"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#list-of-all-leads"}},[e._v("#")]),e._v(" List of all leads")]),e._v(" "),a("p",[e._v("You can view all created leads in the application. To view them, just go to the Leads group and you will see a view with "),a("strong",[e._v("All Active Leads")]),e._v(". If you don't know what views are, take a look at this page: "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/views/"}},[e._v("View records")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadsView.png",alt:"Leads group"}})]),e._v(" "),a("h2",{attrs:{id:"create-lead"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#create-lead"}},[e._v("#")]),e._v(" Create Lead")]),e._v(" "),a("p",[e._v("We are going to create "),a("strong",[e._v("Lead")]),e._v(" using forms. If you don't know what forms are, check out this "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/"}},[e._v("page")]),e._v(".")],1),e._v(" "),a("ol",[a("li",[e._v("In the site map, select "),a("strong",[e._v("All active Leads")]),e._v(".")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadGroup.png",alt:"Leads group"}})]),e._v(" "),a("ol",{attrs:{start:"2"}},[a("li",[e._v("Select "),a("strong",[e._v("New")]),e._v(" button.")])]),e._v(" "),a("p",[e._v("The Lead form opens.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadForm.png",alt:"Lead form"}})]),e._v(" "),a("ol",{attrs:{start:"3"}},[a("li",[e._v("Fill in lead form")])]),e._v(" "),a("p",[e._v("To save a "),a("strong",[e._v("Lead")]),e._v(", it is necessary to fill-in the "),a("strong",[e._v("Topic")]),e._v(" field (e.g. "),a("em",[e._v("TALXIS licenses")]),e._v("). You can also provide data such as Lead source, Account or Contact.")]),e._v(" "),a("p",[e._v("Options for Lead source:")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadSource.png",alt:"Lead Source"}})]),e._v(" "),a("ol",{attrs:{start:"4"}},[a("li",[e._v("Save form")])]),e._v(" "),a("p",[e._v("After filling in all the necessary fields and saving the form, you can see the new lead in "),a("strong",[e._v("All active leads")]),e._v(".")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/newLead.png",alt:"New lead"}})]),e._v(" "),a("ol",{attrs:{start:"5"}},[a("li",[e._v("Identify Lead")])]),e._v(" "),a("p",[e._v("Navigate to "),a("strong",[e._v("Identify")]),e._v(" stage and click on "),a("strong",[e._v("Next Stage")]),e._v(".")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/identifyStage.png",alt:"Identify stage"}})]),e._v(" "),a("h2",{attrs:{id:"timeline"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#timeline"}},[e._v("#")]),e._v(" Timeline")]),e._v(" "),a("p",[e._v("The "),a("strong",[e._v("timeline")]),e._v(" is used to store "),a("strong",[e._v("activities")]),e._v(" linked to a record. More information about timeline "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[e._v("here")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadTimeline.png",alt:"Timeline in Lead"}})]),e._v(" "),a("h2",{attrs:{id:"tags"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#tags"}},[e._v("#")]),e._v(" Tags")]),e._v(" "),a("p",[e._v("Tags describe information about record and make it easy to locate related records that have the same tag. More information about tags "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/tag/"}},[e._v("here")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadTags.png",alt:"Timeline in Lead"}})]),e._v(" "),a("h2",{attrs:{id:"scheduled-follow-up-activities"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#scheduled-follow-up-activities"}},[e._v("#")]),e._v(" Scheduled follow-up activities")]),e._v(" "),a("p",[e._v("You can then see the upcoming activities in the "),a("strong",[e._v("Scheduled Follow-up")]),e._v(" section.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/followupLead.png",alt:"Timeline in Lead"}})]),e._v(" "),a("h2",{attrs:{id:"qualify-and-convert-a-lead-to-an-opportunity"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#qualify-and-convert-a-lead-to-an-opportunity"}},[e._v("#")]),e._v(" Qualify and convert a lead to an opportunity")]),e._v(" "),a("p",[e._v("If your lead has potential to become a sale, you can qualify the lead to an opportunity. When you qualify a lead, a new record to represent the lead as an opportunity is created. All activities from the lead record will also be displayed on the opportunity. The notes remain with the originating lead record.")]),e._v(" "),a("blockquote",[a("p",[e._v("This is one way to create an Opportunity. More information in the "),a("a",{attrs:{href:"/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity"}},[e._v("Create or edit opportunities")]),e._v(" section.")])]),e._v(" "),a("ol",[a("li",[a("p",[e._v("Go to "),a("strong",[e._v("Leads")])])]),e._v(" "),a("li",[a("p",[e._v("Select or Create lead record.")])]),e._v(" "),a("li",[a("p",[e._v("Fill in the required fields.")])])]),e._v(" "),a("p",[e._v("To qualify lead, you must fill in the required account field. Contact is voluntary but can help to work with opportunity.")]),e._v(" "),a("p",[e._v("You can add an existing account or create a new one in steps of the active stage.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/qualifyStage.png",alt:"Qualify stage"}})]),e._v(" "),a("p",[e._v("-OR-")]),e._v(" "),a("p",[e._v("Directly in the form")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadAccountForm.png",alt:"Account on the form"}})]),e._v(" "),a("p",[e._v("After selecting / creating an account, its information will be displayed in the related records section.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/relatedAccount.png",alt:"Related account"}})]),e._v(" "),a("ol",{attrs:{start:"4"}},[a("li",[e._v("Navigate "),a("strong",[e._v("Develop")]),e._v(" stage (qualify and convert lead to opportunity)")])]),e._v(" "),a("p",[e._v("If you have filled in all the required fields, you can qualify Lead. Select "),a("strong",[e._v("Qualify")]),e._v(" stage and click on "),a("strong",[e._v("Next stage")]),e._v(".")]),e._v(" "),a("p",[e._v("Business process flow will move you to the stage "),a("strong",[e._v("Develop")]),e._v(" and that means that "),a("strong",[e._v("Lead")]),e._v(" or potential customer will become an "),a("strong",[e._v("Opportunity.")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/qualifyLead.png",alt:"Qualify Lead"}})]),e._v(" "),a("h2",{attrs:{id:"what-happens-to-notes-activities-and-attachments-when-leads-are-qualified"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#what-happens-to-notes-activities-and-attachments-when-leads-are-qualified"}},[e._v("#")]),e._v(" What happens to notes, activities and attachments when leads are qualified?")]),e._v(" "),a("p",[e._v("When salespeople work on a lead, they use notes to store key information on the things they have researched about the lead or create activities to record their operations with lead. This could be information like appointment, phonecall and so on. When a lead is qualified, activities are displayed in the opportunity as well as in originating lead. Notes are not transfer to the opportunity.")]),e._v(" "),a("h2",{attrs:{id:"disqualify-a-lead"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#disqualify-a-lead"}},[e._v("#")]),e._v(" Disqualify a lead")]),e._v(" "),a("p",[e._v("When you decide that a lead will not turn into an opportunity, you can disqualify it and still have an audit trail for your sales process. You can reactivate the record, including any attachments and notes, without having to re-enter all the data if the lead contacts you in the future. Deleting the record also removes any attachments and notes.")]),e._v(" "),a("p",[e._v("If Lead doesn't fit your expectations, you may disqualify him. You must state the reason for disqualification.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/disqualifyLead.png",alt:"Disqualify Lead"}})]),e._v(" "),a("p",[e._v("You can see lead result."),a("br"),e._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/leadResult.png",alt:"Lead Result"}})]),e._v(" "),a("h2",{attrs:{id:"reactivate-lead"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#reactivate-lead"}},[e._v("#")]),e._v(" Reactivate Lead")]),e._v(" "),a("p",[e._v("After disqualification, the form will be locked. You cannot edit the data in the form. If you later want to work with Lead, you can reactivate it with the "),a("strong",[e._v("Reactivate")]),e._v(" button.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/reactivateLead.png",alt:"Reactivate Lead"}})])])}),[],!1,null,null,null);t.default=s.exports}}]);
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diff --git a/assets/js/page-Createandmanageorders--bfc8b8b4.207c2a21.js b/assets/js/page-Createandmanageorders--bfc8b8b4.2b1ef790.js
similarity index 99%
rename from assets/js/page-Createandmanageorders--bfc8b8b4.207c2a21.js
rename to assets/js/page-Createandmanageorders--bfc8b8b4.2b1ef790.js
index 619ce277d..65197435c 100644
--- a/assets/js/page-Createandmanageorders--bfc8b8b4.207c2a21.js
+++ b/assets/js/page-Createandmanageorders--bfc8b8b4.2b1ef790.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[55],{662:function(e,t,r){"use strict";r.r(t);var o=r(1),a=Object(o.a)({},(function(){var e=this,t=e.$createElement,r=e._self._c||t;return r("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[r("h1",{attrs:{id:"create-and-manage-orders"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#create-and-manage-orders"}},[e._v("#")]),e._v(" Create and manage orders")]),e._v(" "),r("p",[e._v("Congratulations! Your hard work nurturing your customer has paid off and they're ready to place an order for your products or services. In Sales application, an order can originate from a customer's acceptance of a quote, or you can place an order without an accepted quote, depending on the situation.")]),e._v(" "),r("p",[e._v("When creating or generating a new order, you still need to "),r("strong",[e._v("confirm")]),e._v(" the order so that we know which order to work with.")]),e._v(" "),r("h2",{attrs:{id:"ways-to-create-orders"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#ways-to-create-orders"}},[e._v("#")]),e._v(" Ways to create orders")]),e._v(" "),r("p",[e._v("The order is automatically generated after accepting the quote but there are several ways to create an order. Let's take a look at them:")]),e._v(" "),r("h3",{attrs:{id:"create-an-order-from-an-opportunity"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#create-an-order-from-an-opportunity"}},[e._v("#")]),e._v(" Create an order from an opportunity")]),e._v(" "),r("ol",[r("li",[e._v("In the site map, select "),r("strong",[e._v("Opportunities")]),e._v(".")]),e._v(" "),r("li",[e._v("Select the opportunity you want to create an order for.")]),e._v(" "),r("li",[e._v("Select "),r("strong",[e._v("Orders")]),e._v(" tab and click on "),r("strong",[e._v("New Sales Order")]),e._v(".")])]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/orderTab.png",alt:"Order tab"}})]),e._v(" "),r("ol",{attrs:{start:"4"}},[r("li",[e._v("Fill in the fields.")])]),e._v(" "),r("p",[e._v("When you create an order from an opportunity, you don't need to fill in the fields. Most field values come from the originating opportunity. In the header you can see orginating opportunity as well as originating quote. If you want you can change the "),r("em",[e._v("Subject")]),e._v(" for example to have a better overview of your orders.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/orderForm.png",alt:"Order form"}})]),e._v(" "),r("ol",{attrs:{start:"5"}},[r("li",[e._v("Save form")])]),e._v(" "),r("p",[e._v("If you return to the opportunity you created the order for, you will see a new item in the "),r("em",[e._v("Orders")]),e._v(" subgrid.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/ordersNewItem.png",alt:"Orders new item"}})]),e._v(" "),r("h3",{attrs:{id:"create-a-new-order"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#create-a-new-order"}},[e._v("#")]),e._v(" Create a new order")]),e._v(" "),r("ol",[r("li",[e._v("In the site map, select "),r("strong",[e._v("Orders")]),e._v(" and click on "),r("strong",[e._v("New")]),e._v(" button.")])]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/orderNavigation.png",alt:"Create new order"}})]),e._v(" "),r("ol",{attrs:{start:"2"}},[r("li",[e._v("Fill Order form")])]),e._v(" "),r("p",[e._v("If you are creating an order directly from a sitemap, you must fill in all required fields.")]),e._v(" "),r("p",[e._v("Required fields:")]),e._v(" "),r("ul",[r("li",[r("strong",[e._v("Subject")]),e._v(" - Quote description.")]),e._v(" "),r("li",[r("strong",[e._v("Account")]),e._v(" - The account associated with this quote.")])]),e._v(" "),r("p",[e._v("Optional fields:")]),e._v(" "),r("ul",[r("li",[r("strong",[e._v("Originating opportunity")]),e._v(" - The opportunity associated with this quote.")]),e._v(" "),r("li",[r("strong",[e._v("Originating quote")]),e._v(" - The quote associated with this order.")]),e._v(" "),r("li",[r("strong",[e._v("Contact")]),e._v(" - The contact associated with this quote.")])]),e._v(" "),r("ol",{attrs:{start:"3"}},[r("li",[e._v("Save form")])]),e._v(" "),r("h3",{attrs:{id:"create-an-order-from-a-won-stage"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#create-an-order-from-a-won-stage"}},[e._v("#")]),e._v(" Create an order from a won Stage")]),e._v(" "),r("p",[e._v("If the opportunity occurs at the end of the Sales process. You can create an order directly from the Won stage.")]),e._v(" "),r("ol",[r("li",[e._v("Open an opportunity at the end of the Sales process")]),e._v(" "),r("li",[e._v("Select "),r("strong",[e._v("Won stage")]),e._v(" and select "),r("strong",[e._v("Finnish")]),e._v(" button")])]),e._v(" "),r("p",[e._v("The Orders dialog is displayed.")]),e._v(" "),r("ol",{attrs:{start:"3"}},[r("li",[e._v("Select "),r("strong",[e._v("Add New Order")])])]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/addNewOrderDialog.png",alt:"Add new order form dialog"}})]),e._v(" "),r("p",[e._v("The form will open as when creating an order from an opportunity, you can see above in this article.")]),e._v(" "),r("h3",{attrs:{id:"create-an-order-from-a-quote"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#create-an-order-from-a-quote"}},[e._v("#")]),e._v(" Create an order from a quote")]),e._v(" "),r("p",[e._v("The last way to create an order is from an accepted quote.")]),e._v(" "),r("ol",[r("li",[r("p",[e._v("Open accepted quote (if you have not created one, see "),r("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/"}},[e._v("Create and manage quote")]),e._v(".)")],1)]),e._v(" "),r("li",[r("p",[e._v("Select "),r("strong",[e._v("Create Order")]),e._v(" button.")])])]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/createOrderFromQuote.png",alt:"Add new order form dialog"}})]),e._v(" "),r("p",[e._v("A new order will be generated with the same products and other values will be transferred to the order as well as for example Subject, Account, Originating opportunity etc.")]),e._v(" "),r("h2",{attrs:{id:"proceed-an-order"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#proceed-an-order"}},[e._v("#")]),e._v(" Proceed an order")]),e._v(" "),r("p",[e._v("To proceed the order, you must be in the "),r("strong",[e._v("Won stage")]),e._v(" for the opportunity and the order must contain at least "),r("strong",[e._v("one product")]),e._v(". See "),r("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order/"}},[e._v("Add products to order")]),e._v(".")],1),e._v(" "),r("ol",[r("li",[e._v("In the won stage, select the order you want to confirm and press "),r("strong",[e._v("Proceed")]),e._v(" in the dialog."),r("br"),e._v(" "),r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/confirmOrder.png",alt:"Confirm order"}})])]),e._v(" "),r("p",[e._v("After confirming the order, its "),r("strong",[e._v("Status Reason")]),e._v(" changes from "),r("strong",[e._v("Active/Draft")]),e._v(" to "),r("strong",[e._v("Ordered")]),e._v(".")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/orderStatus.png",alt:"Order status"}})]),e._v(" "),r("h2",{attrs:{id:"activate-an-order"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#activate-an-order"}},[e._v("#")]),e._v(" Activate an order")]),e._v(" "),r("p",[e._v("After confirm order, the order is locked. It is necessary to activate it again for editing.")]),e._v(" "),r("p",[r("strong",[e._v("Activating order from form")])]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/activateOrderFromForm.png",alt:"Activating order form form"}})]),e._v(" "),r("p",[r("strong",[e._v("Activating order from subgrid")])]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/activatingOrderFromSubgrid.png",alt:"Activating order from subgrid"}})]),e._v(" "),r("h2",{attrs:{id:"export-order-to-pdf"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#export-order-to-pdf"}},[e._v("#")]),e._v(" Export order to PDF")]),e._v(" "),r("p",[e._v("There is an "),r("strong",[e._v("Export to PDF")]),e._v(" button on the order. Press it, wait a moment and the generated pdf with order and products will be downloaded.")]),e._v(" "),r("div",{staticClass:"custom-block warning"},[r("p",{staticClass:"custom-block-title"},[e._v("Note")]),e._v(" "),r("p",[e._v("If you do not see the "),r("strong",[e._v("Export to PDF")]),e._v(" button, it means that no configuration has been created in the settings. Contact your system administrator.")])]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/exportToPDFQuote.png",alt:"Export to PDF quote"}})])])}),[],!1,null,null,null);t.default=a.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[55],{664:function(e,t,r){"use strict";r.r(t);var o=r(1),a=Object(o.a)({},(function(){var e=this,t=e.$createElement,r=e._self._c||t;return r("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[r("h1",{attrs:{id:"create-and-manage-orders"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#create-and-manage-orders"}},[e._v("#")]),e._v(" Create and manage orders")]),e._v(" "),r("p",[e._v("Congratulations! Your hard work nurturing your customer has paid off and they're ready to place an order for your products or services. In Sales application, an order can originate from a customer's acceptance of a quote, or you can place an order without an accepted quote, depending on the situation.")]),e._v(" "),r("p",[e._v("When creating or generating a new order, you still need to "),r("strong",[e._v("confirm")]),e._v(" the order so that we know which order to work with.")]),e._v(" "),r("h2",{attrs:{id:"ways-to-create-orders"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#ways-to-create-orders"}},[e._v("#")]),e._v(" Ways to create orders")]),e._v(" "),r("p",[e._v("The order is automatically generated after accepting the quote but there are several ways to create an order. Let's take a look at them:")]),e._v(" "),r("h3",{attrs:{id:"create-an-order-from-an-opportunity"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#create-an-order-from-an-opportunity"}},[e._v("#")]),e._v(" Create an order from an opportunity")]),e._v(" "),r("ol",[r("li",[e._v("In the site map, select "),r("strong",[e._v("Opportunities")]),e._v(".")]),e._v(" "),r("li",[e._v("Select the opportunity you want to create an order for.")]),e._v(" "),r("li",[e._v("Select "),r("strong",[e._v("Orders")]),e._v(" tab and click on "),r("strong",[e._v("New Sales Order")]),e._v(".")])]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/orderTab.png",alt:"Order tab"}})]),e._v(" "),r("ol",{attrs:{start:"4"}},[r("li",[e._v("Fill in the fields.")])]),e._v(" "),r("p",[e._v("When you create an order from an opportunity, you don't need to fill in the fields. Most field values come from the originating opportunity. In the header you can see orginating opportunity as well as originating quote. If you want you can change the "),r("em",[e._v("Subject")]),e._v(" for example to have a better overview of your orders.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/orderForm.png",alt:"Order form"}})]),e._v(" "),r("ol",{attrs:{start:"5"}},[r("li",[e._v("Save form")])]),e._v(" "),r("p",[e._v("If you return to the opportunity you created the order for, you will see a new item in the "),r("em",[e._v("Orders")]),e._v(" subgrid.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/ordersNewItem.png",alt:"Orders new item"}})]),e._v(" "),r("h3",{attrs:{id:"create-a-new-order"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#create-a-new-order"}},[e._v("#")]),e._v(" Create a new order")]),e._v(" "),r("ol",[r("li",[e._v("In the site map, select "),r("strong",[e._v("Orders")]),e._v(" and click on "),r("strong",[e._v("New")]),e._v(" button.")])]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/orderNavigation.png",alt:"Create new order"}})]),e._v(" "),r("ol",{attrs:{start:"2"}},[r("li",[e._v("Fill Order form")])]),e._v(" "),r("p",[e._v("If you are creating an order directly from a sitemap, you must fill in all required fields.")]),e._v(" "),r("p",[e._v("Required fields:")]),e._v(" "),r("ul",[r("li",[r("strong",[e._v("Subject")]),e._v(" - Quote description.")]),e._v(" "),r("li",[r("strong",[e._v("Account")]),e._v(" - The account associated with this quote.")])]),e._v(" "),r("p",[e._v("Optional fields:")]),e._v(" "),r("ul",[r("li",[r("strong",[e._v("Originating opportunity")]),e._v(" - The opportunity associated with this quote.")]),e._v(" "),r("li",[r("strong",[e._v("Originating quote")]),e._v(" - The quote associated with this order.")]),e._v(" "),r("li",[r("strong",[e._v("Contact")]),e._v(" - The contact associated with this quote.")])]),e._v(" "),r("ol",{attrs:{start:"3"}},[r("li",[e._v("Save form")])]),e._v(" "),r("h3",{attrs:{id:"create-an-order-from-a-won-stage"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#create-an-order-from-a-won-stage"}},[e._v("#")]),e._v(" Create an order from a won Stage")]),e._v(" "),r("p",[e._v("If the opportunity occurs at the end of the Sales process. 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\ No newline at end of file
diff --git a/assets/js/page-Createandmanagequotes--2071be4a.f97f6162.js b/assets/js/page-Createandmanagequotes--2071be4a.c043aba6.js
similarity index 99%
rename from assets/js/page-Createandmanagequotes--2071be4a.f97f6162.js
rename to assets/js/page-Createandmanagequotes--2071be4a.c043aba6.js
index c5428d00d..21ce48747 100644
--- a/assets/js/page-Createandmanagequotes--2071be4a.f97f6162.js
+++ b/assets/js/page-Createandmanagequotes--2071be4a.c043aba6.js
@@ -1 +1 @@
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Most field values come from the originating opportunity. In the header you can see orginating opportunity. If you want you can change the subject for example to have a better overview of your quotes.")]),t._v(" "),o("ol",{attrs:{start:"6"}},[o("li",[t._v("Save form")])]),t._v(" "),o("p",[t._v("If you return to the opportunity you created the quote for, you will see a new item in the "),o("em",[t._v("Quotes")]),t._v(" subgrid.")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/quoteSubgridFirstItem.png",alt:"Quote subrid first item"}})]),t._v(" "),o("h3",{attrs:{id:"create-a-new-quote"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#create-a-new-quote"}},[t._v("#")]),t._v(" Create a new quote")]),t._v(" "),o("ol",[o("li",[t._v("In the site map, select "),o("strong",[t._v("Quotes")]),t._v(" and click on "),o("strong",[t._v("New")]),t._v(" button.")])]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/createQuote.png",alt:"Create new Quote"}})]),t._v(" "),o("ol",{attrs:{start:"2"}},[o("li",[t._v("Fill Quote form")])]),t._v(" "),o("p",[t._v("If you are creating a quote directly from a sitemap, you must fill in all required fields.")]),t._v(" "),o("p",[t._v("Required fields:")]),t._v(" "),o("ul",[o("li",[o("strong",[t._v("Subject")]),t._v(" - Quote description.")]),t._v(" "),o("li",[o("strong",[t._v("Account")]),t._v(" - The account associated with this quote.")])]),t._v(" "),o("p",[t._v("Optional fields:")]),t._v(" "),o("ul",[o("li",[o("strong",[t._v("Originating opportunity")]),t._v(" - The opportunity associated with this quote.")]),t._v(" "),o("li",[o("strong",[t._v("Contact")]),t._v(" - The contact associated with this quote.")])]),t._v(" "),o("ol",{attrs:{start:"3"}},[o("li",[t._v("Save form")])]),t._v(" "),o("p",[t._v("If you want to assign a quote to opportunity, just set the particural opportunity in the quote header as originating opportunity.")]),t._v(" "),o("h3",{attrs:{id:"create-a-quote-from-a-propose-stage"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#create-a-quote-from-a-propose-stage"}},[t._v("#")]),t._v(" Create a quote from a Propose Stage")]),t._v(" "),o("ol",[o("li",[o("p",[t._v("In the site map, select "),o("strong",[t._v("Opportunities")]),t._v(".")])]),t._v(" "),o("li",[o("p",[t._v("Select the opportunity you want to create a quote for.")])]),t._v(" "),o("li",[o("p",[t._v("Navigate to "),o("strong",[t._v("Propose")]),t._v(" stage and click on "),o("strong",[t._v("Next Stage")])])])]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/proposeStage.png",alt:"Propose Stage"}})]),t._v(" "),o("p",[t._v("You should see dialog with all Quotes.")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/quoteDialog.png",alt:"Quote Dialog"}})]),t._v(" "),o("ol",{attrs:{start:"4"}},[o("li",[t._v("Select "),o("strong",[t._v("Add New Quote")])])]),t._v(" "),o("p",[t._v("The "),o("strong",[t._v("Quote")]),t._v(" form opens.")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/quoteFormDialog.png",alt:"Quote Dialog"}})]),t._v(" "),o("ol",{attrs:{start:"5"}},[o("li",[t._v("Fill in the fields")])]),t._v(" "),o("p",[t._v("When you create a quote from an "),o("strong",[t._v("Propose Stage")]),t._v(", you don't need to fill in the fields. 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+(window.webpackJsonp=window.webpackJsonp||[]).push([[56],{666:function(t,e,o){"use strict";o.r(e);var a=o(1),r=Object(a.a)({},(function(){var t=this,e=t.$createElement,o=t._self._c||e;return o("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[o("h1",{attrs:{id:"create-and-manage-quotes"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#create-and-manage-quotes"}},[t._v("#")]),t._v(" Create and manage quotes")]),t._v(" "),o("p",[t._v("Quote is basically offer with products or services. You are trying to create a quote that would meet customer expectations.")]),t._v(" "),o("p",[t._v("A sale typically starts with a draft quote. A quote undergoes several revisions between the salesperson and customer before it is accepted. After the quote is accepted, an order is generated from the quote.")]),t._v(" "),o("p",[t._v("You'll probably edit a quote multiple times as a sale progresses. 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Let's take a look at them:")]),t._v(" "),o("h3",{attrs:{id:"create-a-quote-from-an-opportunity"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#create-a-quote-from-an-opportunity"}},[t._v("#")]),t._v(" Create a quote from an opportunity")]),t._v(" "),o("ol",[o("li",[o("p",[t._v("In the site map, select "),o("strong",[t._v("Opportunities")]),t._v(".")])]),t._v(" "),o("li",[o("p",[t._v("Select the opportunity you want to create a quote for.")])]),t._v(" "),o("li",[o("p",[t._v("Select "),o("strong",[t._v("Quotes")]),t._v(" tab or just click on "),o("strong",[t._v("Create Quote")]),t._v(" button in command bar.")])])]),t._v(" "),o("p",[t._v("You should see Quotes subgrid.")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/quotesSubgrid.png",alt:"Quotes subgrid"}})]),t._v(" "),o("ol",{attrs:{start:"4"}},[o("li",[t._v("Create new "),o("strong",[t._v("Quote")]),t._v(".")])]),t._v(" "),o("p",[t._v("The "),o("strong",[t._v("Quote")]),t._v(" form opens.")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/quoteFormOpp.png",alt:"Quote form from Opportunity"}})]),t._v(" "),o("ol",{attrs:{start:"5"}},[o("li",[t._v("Fill in the fields.")])]),t._v(" "),o("p",[t._v("When you create a quote from an opportunity, you don't need to fill in the fields. Most field values come from the originating opportunity. In the header you can see orginating opportunity. If you want you can change the subject for example to have a better overview of your quotes.")]),t._v(" "),o("ol",{attrs:{start:"6"}},[o("li",[t._v("Save form")])]),t._v(" "),o("p",[t._v("If you return to the opportunity you created the quote for, you will see a new item in the "),o("em",[t._v("Quotes")]),t._v(" subgrid.")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/quoteSubgridFirstItem.png",alt:"Quote subrid first item"}})]),t._v(" "),o("h3",{attrs:{id:"create-a-new-quote"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#create-a-new-quote"}},[t._v("#")]),t._v(" Create a new quote")]),t._v(" "),o("ol",[o("li",[t._v("In the site map, select "),o("strong",[t._v("Quotes")]),t._v(" and click on "),o("strong",[t._v("New")]),t._v(" button.")])]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/createQuote.png",alt:"Create new Quote"}})]),t._v(" "),o("ol",{attrs:{start:"2"}},[o("li",[t._v("Fill Quote form")])]),t._v(" "),o("p",[t._v("If you are creating a quote directly from a sitemap, you must fill in all required fields.")]),t._v(" "),o("p",[t._v("Required fields:")]),t._v(" "),o("ul",[o("li",[o("strong",[t._v("Subject")]),t._v(" - Quote description.")]),t._v(" "),o("li",[o("strong",[t._v("Account")]),t._v(" - The account associated with this quote.")])]),t._v(" "),o("p",[t._v("Optional fields:")]),t._v(" "),o("ul",[o("li",[o("strong",[t._v("Originating opportunity")]),t._v(" - The opportunity associated with this quote.")]),t._v(" "),o("li",[o("strong",[t._v("Contact")]),t._v(" - The contact associated with this quote.")])]),t._v(" "),o("ol",{attrs:{start:"3"}},[o("li",[t._v("Save form")])]),t._v(" "),o("p",[t._v("If you want to assign a quote to opportunity, just set the particural opportunity in the quote header as originating opportunity.")]),t._v(" "),o("h3",{attrs:{id:"create-a-quote-from-a-propose-stage"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#create-a-quote-from-a-propose-stage"}},[t._v("#")]),t._v(" Create a quote from a Propose Stage")]),t._v(" "),o("ol",[o("li",[o("p",[t._v("In the site map, select "),o("strong",[t._v("Opportunities")]),t._v(".")])]),t._v(" "),o("li",[o("p",[t._v("Select the opportunity you want to create a quote for.")])]),t._v(" "),o("li",[o("p",[t._v("Navigate to "),o("strong",[t._v("Propose")]),t._v(" stage and click on "),o("strong",[t._v("Next Stage")])])])]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/proposeStage.png",alt:"Propose Stage"}})]),t._v(" "),o("p",[t._v("You should see dialog with all Quotes.")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/quoteDialog.png",alt:"Quote Dialog"}})]),t._v(" "),o("ol",{attrs:{start:"4"}},[o("li",[t._v("Select "),o("strong",[t._v("Add New Quote")])])]),t._v(" "),o("p",[t._v("The "),o("strong",[t._v("Quote")]),t._v(" form opens.")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/quoteFormDialog.png",alt:"Quote Dialog"}})]),t._v(" "),o("ol",{attrs:{start:"5"}},[o("li",[t._v("Fill in the fields")])]),t._v(" "),o("p",[t._v("When you create a quote from an "),o("strong",[t._v("Propose Stage")]),t._v(", you don't need to fill in the fields. Most field values come from the originating opportunity. In the header you can see orginating opportunity. If you want you can change the subject for example to have a better overview of your quotes.")]),t._v(" "),o("ol",{attrs:{start:"6"}},[o("li",[t._v("Save form")])]),t._v(" "),o("h2",{attrs:{id:"accepting-quote"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#accepting-quote"}},[t._v("#")]),t._v(" Accepting quote")]),t._v(" "),o("p",[t._v("Once the customer approves the quote we can accept it. To accept a quote, we need to have at least one product in the quote. See "),o("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order/"}},[t._v("Add products to quote")]),t._v(".")],1),t._v(" "),o("p",[t._v("After accepting the quote, the quote will be locked and cannot be edited. You can unlock it again using the redraft button.")]),t._v(" "),o("h3",{attrs:{id:"accepting-quote-from-command-bar"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#accepting-quote-from-command-bar"}},[t._v("#")]),t._v(" Accepting quote from command bar")]),t._v(" "),o("p",[t._v("Quote can be accepted directly from its form by pressing the "),o("strong",[t._v("Accepted by Customer")]),t._v(" button")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/acceptQuoteButton.png",alt:"Accepted by Customer button"}})]),t._v(" "),o("h3",{attrs:{id:"accepting-quote-from-subgrid"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#accepting-quote-from-subgrid"}},[t._v("#")]),t._v(" Accepting quote from subgrid")]),t._v(" "),o("p",[t._v("You can also accept a quote from subgrid in opportunity by selecting the quote and pressing "),o("strong",[t._v("Mark as Accepted")]),t._v(".")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/acceptQuoteSubgrid.png",alt:"Accept quote from subgrid"}})]),t._v(" "),o("h3",{attrs:{id:"accepting-quote-from-prospose-stage"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#accepting-quote-from-prospose-stage"}},[t._v("#")]),t._v(" Accepting quote from prospose stage")]),t._v(" "),o("p",[t._v("Or you can accept a quote from the propose stage as we created in the article above. Just select the record and press "),o("strong",[t._v("Mark as Accepted")]),t._v(".")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/acceptQuoteDialog.png",alt:"Accept quote from dialog"}})]),t._v(" "),o("h2",{attrs:{id:"redraft-a-quote"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#redraft-a-quote"}},[t._v("#")]),t._v(" Redraft a quote")]),t._v(" "),o("p",[t._v("If you want to edit a quote but have already accepted it, you can unlock it using the "),o("strong",[t._v("Redraft")]),t._v(" button.")]),t._v(" "),o("p",[o("strong",[t._v("Redraft button on the quote form")])]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/redraftButton.png",alt:"Redraft Button"}})]),t._v(" "),o("p",[o("strong",[t._v("Redraft in Quotes subgrid")])]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/redraftSubgrid.png",alt:"Redraft subgrid"}})]),t._v(" "),o("h2",{attrs:{id:"export-quote-to-pdf"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#export-quote-to-pdf"}},[t._v("#")]),t._v(" Export quote to PDF")]),t._v(" "),o("p",[t._v("There is an "),o("strong",[t._v("Export to PDF")]),t._v(" button on the quote. Press it, wait a moment and the generated pdf with quote and products will be downloaded.")]),t._v(" "),o("div",{staticClass:"custom-block warning"},[o("p",{staticClass:"custom-block-title"},[t._v("Note")]),t._v(" "),o("p",[t._v("If you do not see the "),o("strong",[t._v("Export to PDF")]),t._v(" button, it means that no configuration has been created in the settings. Contact your system administrator.")])]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/exportToPDFQuote.png",alt:"Export to PDF quote"}})])])}),[],!1,null,null,null);e.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Createanmanagepurchaseinvoice--6d5761d8.e88a1ed2.js b/assets/js/page-Createanmanagepurchaseinvoice--6d5761d8.8fbe52c5.js
similarity index 99%
rename from assets/js/page-Createanmanagepurchaseinvoice--6d5761d8.e88a1ed2.js
rename to assets/js/page-Createanmanagepurchaseinvoice--6d5761d8.8fbe52c5.js
index a85d7dc13..7bc2a19c0 100644
--- a/assets/js/page-Createanmanagepurchaseinvoice--6d5761d8.e88a1ed2.js
+++ b/assets/js/page-Createanmanagepurchaseinvoice--6d5761d8.8fbe52c5.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[57],{652:function(e,t,a){"use strict";a.r(t);var r=a(1),i=Object(r.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"create-an-manage-purchase-invoice"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#create-an-manage-purchase-invoice"}},[e._v("#")]),e._v(" Create an manage purchase invoice")]),e._v(" "),a("p",[e._v("In this section we will show you how to create a purchase invoice and what else is on the purchase invoice form.")]),e._v(" "),a("h2",{attrs:{id:"what-is-a-purchase-invoice"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#what-is-a-purchase-invoice"}},[e._v("#")]),e._v(" What is a purchase invoice?")]),e._v(" "),a("p",[e._v("It is a document that is issued by the purchaser of goods and services, confirming that the order is indeed valid and has been fulfilled by the seller. This invoice is created after the purchase order which is issued by the purchaser to the seller. The due date on the purchase invoice is the date by which the purchaser commits to pay the seller for the itemized goods and services. "),a("a",{attrs:{href:"https://livfin.com/blog/difference-between-sales-purchase-invoice-finance/",target:"_blank",rel:"noopener noreferrer"}},[a("OutboundLink")],1)]),e._v(" "),a("h2",{attrs:{id:"where-to-find-them"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#where-to-find-them"}},[e._v("#")]),e._v(" Where to find them?")]),e._v(" "),a("p",[e._v("All purchase invoices can be found in the "),a("strong",[e._v("Purchase invoice")]),e._v(" group on the "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/sitemap/"}},[e._v("sitemap")]),e._v(". This group divides into subareas: "),a("strong",[e._v("New, Pending for approval, Pre-approved, Closed, Paid, All")]),e._v(" according to which stage of the "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow/"}},[e._v("business process flow")]),e._v(" the purchase invoice is currently in.")],1),e._v(" "),a("p",[e._v("After clicking on one of the subareas, a view with records will open. More about views "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/views/"}},[e._v("here")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceGroup.png",alt:"Purchase invoice group"}})]),e._v(" "),a("h2",{attrs:{id:"create-a-purchase-invoice"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#create-a-purchase-invoice"}},[e._v("#")]),e._v(" Create a purchase invoice")]),e._v(" "),a("ol",[a("li",[e._v("In the "),a("strong",[e._v("Purchase Invoices")]),e._v(" group, select "),a("strong",[e._v("New")]),e._v(" subarea.")]),e._v(" "),a("li",[e._v("Press the "),a("strong",[e._v("New")]),e._v(" button at the top\n"),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/createPurchaseInvoice.png",alt:"Create purchase invoice"}})])]),e._v(" "),a("p",[e._v("After pressing the "),a("strong",[e._v("New")]),e._v(" button, the purchase invoice form will open. More about forms "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/"}},[e._v("here")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceForm.png",alt:"Purchase invoice form"}})]),e._v(" "),a("ol",{attrs:{start:"3"}},[a("li",[e._v("Fill in a form."),a("br"),e._v("\nThere are many fields in the form that can be filled in. Not all fields and "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/controls/"}},[e._v("controls")]),e._v(" are available immediately after opening the form, but only after saving the form.")],1)]),e._v(" "),a("div",{staticClass:"custom-block warning"},[a("p",{staticClass:"custom-block-title"},[e._v("Note")]),e._v(" "),a("p",[e._v("The form header contains the "),a("strong",[e._v("owner")]),e._v(" of the purchase invoice, "),a("strong",[e._v("status")]),e._v(" and the "),a("strong",[e._v("status reason")]),e._v(". These fields cannot be modified!"),a("br"),e._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceFormHeader.png",alt:"Purchase invoice form header"}})])]),e._v(" "),a("p",[e._v("The fields described in the tables below are divided by section.")]),e._v(" "),a("p",[a("strong",[e._v("Information")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Description")]),e._v(" "),a("th",{staticStyle:{"text-align":"center"}},[e._v("Example")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Internal Id")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Automatically generated purchase invoice id after saving the form. This field cannot be edited.")]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}},[e._v("PI00003")])]),e._v(" "),a("tr",[a("td",[e._v("Purchase Invoice Number")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Own invoice number.")]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}},[e._v("You can enter the number of the month when the invoice was issued. (January = 1)")])]),e._v(" "),a("tr",[a("td",[e._v("Invoice Name")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The name of your purchase invoice. This field is "),a("strong",[e._v("required.")])]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}},[e._v("Purchase of cars")])]),e._v(" "),a("tr",[a("td",[e._v("Supplier")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The supplier is the account from which you receive the product. You can select an existing account with "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/lookup/"}},[e._v("lookup control")]),e._v("  or create a new one via "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#create-a-new-account"}},[e._v("forms")]),e._v(" or "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form"}},[e._v("quickcreate form")]),e._v(". This field is "),a("strong",[e._v("required.")])],1),e._v(" "),a("td",{staticStyle:{"text-align":"center"}})]),e._v(" "),a("tr",[a("td",[e._v("Project")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Project under which the invoice is issued. You can select an existing project with "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/lookup/"}},[e._v("lookup control")]),e._v("  or create a new one via "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/create-project/#create-a-new-account"}},[e._v("forms")]),e._v(" or "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form"}},[e._v("quickcreate form")]),e._v(". This field is "),a("strong",[e._v("required.")])],1),e._v(" "),a("td",{staticStyle:{"text-align":"center"}})]),e._v(" "),a("tr",[a("td",[e._v("Project Detail")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Detail of the project. You can select an existing project detail with "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/lookup/"}},[e._v("lookup control")]),e._v("  or create a new one via "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/create-project/#create-a-new-account"}},[e._v("forms")]),e._v(" or "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form"}},[e._v("quickcreate form")]),e._v(".")],1),e._v(" "),a("td",{staticStyle:{"text-align":"center"}})]),e._v(" "),a("tr",[a("td",[e._v("Customer")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The customer is the account for which we purchase products. You can select an existing account with "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/lookup/"}},[e._v("lookup control")]),e._v("  or create a new one via "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#create-a-new-account"}},[e._v("forms")]),e._v(" or "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form"}},[e._v("quickcreate form")]),e._v(". This field is "),a("strong",[e._v("required.")])],1),e._v(" "),a("td",{staticStyle:{"text-align":"center"}})]),e._v(" "),a("tr",[a("td",[e._v("Currency")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The currency is pre-filled according to the system settings.")]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}},[e._v("Czech koruna")])]),e._v(" "),a("tr",[a("td",[e._v("Total Amount")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The total amount is automatically calculated from the products that are on the invoice.")]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}})]),e._v(" "),a("tr",[a("td",[e._v("Total Amount with VAT")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The total amount with VAT is automatically calculated from the products that are on the invoice.")]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}})])])]),e._v(" "),a("p",[a("strong",[e._v("Details")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Description")]),e._v(" "),a("th",{staticStyle:{"text-align":"center"}},[e._v("Example")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Invoice Type")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The type of invoice you want to approve.")]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}},[e._v("Invoice/Performa Invoice/Notice")])]),e._v(" "),a("tr",[a("td",[e._v("Variable Symbol")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Variable symbol when paying an invoice.")]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}})]),e._v(" "),a("tr",[a("td",[e._v("Description")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Invoice description.")]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}},[e._v("Cars for the logistics department")])])])]),e._v(" "),a("p",[a("strong",[e._v("Dates")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Description")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Date of Issue")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The day the invoice was issued. This field is "),a("strong",[e._v("required.")])])]),e._v(" "),a("tr",[a("td",[e._v("Date of Taxable Supply")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("This field is "),a("strong",[e._v("required.")])])]),e._v(" "),a("tr",[a("td",[e._v("Due Date")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Purchase invoice due date. This field is "),a("strong",[e._v("required.")])])]),e._v(" "),a("tr",[a("td",[e._v("Approval Started On")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The date when the approval process began. This field is filled in automatically.")])]),e._v(" "),a("tr",[a("td",[e._v("Payment Sent On")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The date the payment was sent.")])])])]),e._v(" "),a("ol",{attrs:{start:"4"}},[a("li",[e._v("Save the form"),a("br"),e._v("\nThe saved form should look like the photo below.")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/filledInPurchaseInvoiceForm.png",alt:"Filled in purchase invoice form"}})]),e._v(" "),a("h2",{attrs:{id:"timeline"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#timeline"}},[e._v("#")]),e._v(" Timeline")]),e._v(" "),a("p",[e._v("The "),a("strong",[e._v("timeline")]),e._v(" is used to store "),a("strong",[e._v("activities")]),e._v(" linked to a record. In addition to the classic actions with a timeline, the timeline will also display information about whether the purchase invoice was approved, etc. This functionality is available only after saving the form. 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To select a new approver, press three dots and add existing user.")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/overrideApprover.png",alt:"Override approvers"}})]),e._v(" "),a("h2",{attrs:{id:"products"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#products"}},[e._v("#")]),e._v(" Products")]),e._v(" "),a("p",[e._v("In the "),a("strong",[e._v("Products")]),e._v(" tab, you can add new purchase invoice details. Purchase invoice can contain more purchase invoice details. 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These fields cannot be edited and are updated automatically.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/approvalTab.png",alt:"Approval tab"}})]),e._v(" "),a("p",[a("strong",[e._v("Durations in days")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Description")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Prepare Stage For")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("How many days was the purchase invoice in the "),a("strong",[e._v("Prepare")]),e._v(" stage.")])]),e._v(" "),a("tr",[a("td",[e._v("Pending for Approval Stage For")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("How many days was the invoice in the "),a("strong",[e._v("Pending for Approval")]),e._v(" stage.")])]),e._v(" "),a("tr",[a("td",[e._v("Pre-Approved Stage For")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("How many days was the invoice in the "),a("strong",[e._v("Pre-Approved")]),e._v(" stage.")])]),e._v(" "),a("tr",[a("td",[e._v("Closed Stage For")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("How many days was the invoice in the "),a("strong",[e._v("Closed")]),e._v(" stage.")])])])]),e._v(" "),a("p",[a("strong",[e._v("Dates")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Description")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Approval Started On")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The date when the approval process began.")])]),e._v(" "),a("tr",[a("td",[e._v("Pending for Approval From")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The date when the approval emails has been sent for the "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#category-level-approver"}},[e._v("category level approvers")]),e._v(" or approvers define in "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#override-approvers"}},[e._v("override section")]),e._v(".")],1)]),e._v(" "),a("tr",[a("td",[e._v("Pre-approved From")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The date when the approval emails has been sent for the "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#chief-approver"}},[e._v("chief approvers")]),e._v(".")],1)]),e._v(" "),a("tr",[a("td",[e._v("Closed From")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The date from which the purchase invoice is closed and waiting for confirmation of payment.")])])])]),e._v(" "),a("p",[a("strong",[e._v("Other")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Description")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Total Amount Check")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Total amount from all purchase invoice details in "),a("strong",[e._v("Products")]),e._v(" tab.")])]),e._v(" "),a("tr",[a("td",[e._v("Total Amount with VAT Check")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Total amount with VAT from all purchase invoice details in "),a("strong",[e._v("Products")]),e._v(" tab.")])]),e._v(" "),a("tr",[a("td",[e._v("Were Total Amounts Changed During Approval")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("If the total amount in the purchase invoice has changed during the procurement process, this field will be set to "),a("strong",[e._v("yes")]),e._v(".")])])])])])}),[],!1,null,null,null);t.default=i.exports}}]);
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This invoice is created after the purchase order which is issued by the purchaser to the seller. The due date on the purchase invoice is the date by which the purchaser commits to pay the seller for the itemized goods and services. "),a("a",{attrs:{href:"https://livfin.com/blog/difference-between-sales-purchase-invoice-finance/",target:"_blank",rel:"noopener noreferrer"}},[a("OutboundLink")],1)]),e._v(" "),a("h2",{attrs:{id:"where-to-find-them"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#where-to-find-them"}},[e._v("#")]),e._v(" Where to find them?")]),e._v(" "),a("p",[e._v("All purchase invoices can be found in the "),a("strong",[e._v("Purchase invoice")]),e._v(" group on the "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/sitemap/"}},[e._v("sitemap")]),e._v(". This group divides into subareas: "),a("strong",[e._v("New, Pending for approval, Pre-approved, Closed, Paid, All")]),e._v(" according to which stage of the "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow/"}},[e._v("business process flow")]),e._v(" the purchase invoice is currently in.")],1),e._v(" "),a("p",[e._v("After clicking on one of the subareas, a view with records will open. More about views "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/views/"}},[e._v("here")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceGroup.png",alt:"Purchase invoice group"}})]),e._v(" "),a("h2",{attrs:{id:"create-a-purchase-invoice"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#create-a-purchase-invoice"}},[e._v("#")]),e._v(" Create a purchase invoice")]),e._v(" "),a("ol",[a("li",[e._v("In the "),a("strong",[e._v("Purchase Invoices")]),e._v(" group, select "),a("strong",[e._v("New")]),e._v(" subarea.")]),e._v(" "),a("li",[e._v("Press the "),a("strong",[e._v("New")]),e._v(" button at the top\n"),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/createPurchaseInvoice.png",alt:"Create purchase invoice"}})])]),e._v(" "),a("p",[e._v("After pressing the "),a("strong",[e._v("New")]),e._v(" button, the purchase invoice form will open. More about forms "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/"}},[e._v("here")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceForm.png",alt:"Purchase invoice form"}})]),e._v(" "),a("ol",{attrs:{start:"3"}},[a("li",[e._v("Fill in a form."),a("br"),e._v("\nThere are many fields in the form that can be filled in. Not all fields and "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/controls/"}},[e._v("controls")]),e._v(" are available immediately after opening the form, but only after saving the form.")],1)]),e._v(" "),a("div",{staticClass:"custom-block warning"},[a("p",{staticClass:"custom-block-title"},[e._v("Note")]),e._v(" "),a("p",[e._v("The form header contains the "),a("strong",[e._v("owner")]),e._v(" of the purchase invoice, "),a("strong",[e._v("status")]),e._v(" and the "),a("strong",[e._v("status reason")]),e._v(". These fields cannot be modified!"),a("br"),e._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceFormHeader.png",alt:"Purchase invoice form header"}})])]),e._v(" "),a("p",[e._v("The fields described in the tables below are divided by section.")]),e._v(" "),a("p",[a("strong",[e._v("Information")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Description")]),e._v(" "),a("th",{staticStyle:{"text-align":"center"}},[e._v("Example")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Internal Id")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Automatically generated purchase invoice id after saving the form. This field cannot be edited.")]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}},[e._v("PI00003")])]),e._v(" "),a("tr",[a("td",[e._v("Purchase Invoice Number")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Own invoice number.")]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}},[e._v("You can enter the number of the month when the invoice was issued. (January = 1)")])]),e._v(" "),a("tr",[a("td",[e._v("Invoice Name")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The name of your purchase invoice. This field is "),a("strong",[e._v("required.")])]),e._v(" "),a("td",{staticStyle:{"text-align":"center"}},[e._v("Purchase of cars")])]),e._v(" "),a("tr",[a("td",[e._v("Supplier")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The supplier is the account from which you receive the product. You can select an existing account with "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/lookup/"}},[e._v("lookup control")]),e._v("  or create a new one via "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#create-a-new-account"}},[e._v("forms")]),e._v(" or "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form"}},[e._v("quickcreate form")]),e._v(". This field is "),a("strong",[e._v("required.")])],1),e._v(" "),a("td",{staticStyle:{"text-align":"center"}})]),e._v(" "),a("tr",[a("td",[e._v("Project")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Project under which the invoice is issued. 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This field is filled in automatically.")])]),e._v(" "),a("tr",[a("td",[e._v("Payment Sent On")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The date the payment was sent.")])])])]),e._v(" "),a("ol",{attrs:{start:"4"}},[a("li",[e._v("Save the form"),a("br"),e._v("\nThe saved form should look like the photo below.")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/filledInPurchaseInvoiceForm.png",alt:"Filled in purchase invoice form"}})]),e._v(" "),a("h2",{attrs:{id:"timeline"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#timeline"}},[e._v("#")]),e._v(" Timeline")]),e._v(" "),a("p",[e._v("The "),a("strong",[e._v("timeline")]),e._v(" is used to store "),a("strong",[e._v("activities")]),e._v(" linked to a record. In addition to the classic actions with a timeline, the timeline will also display information about whether the purchase invoice was approved, etc. This functionality is available only after saving the form. More information about timeline "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[e._v("here")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/timelineInPI.png",alt:"Timeline in purchase invoice"}})]),e._v(" "),a("h2",{attrs:{id:"override-approvers"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#override-approvers"}},[e._v("#")]),e._v(" Override approvers")]),e._v(" "),a("p",[e._v("In the "),a("strong",[e._v("Override Approvers")]),e._v(" section, you can set the purchase invoice to be approved by a user other than the "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#category-level-approver"}},[e._v("category level approver")]),e._v(". 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diff --git a/assets/js/page-CreateoreditOpportunitiesinsalesprocess--4d156c42.bf26f675.js b/assets/js/page-CreateoreditOpportunitiesinsalesprocess--4d156c42.af1e4cb1.js
similarity index 99%
rename from assets/js/page-CreateoreditOpportunitiesinsalesprocess--4d156c42.bf26f675.js
rename to assets/js/page-CreateoreditOpportunitiesinsalesprocess--4d156c42.af1e4cb1.js
index 178e48bb1..7e9dec915 100644
--- a/assets/js/page-CreateoreditOpportunitiesinsalesprocess--4d156c42.bf26f675.js
+++ b/assets/js/page-CreateoreditOpportunitiesinsalesprocess--4d156c42.af1e4cb1.js
@@ -1 +1 @@
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More information about tags "),o("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/tag/"}},[t._v("here")]),t._v(".")],1),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/tagOpp.png",alt:"Timeline in Lead"}})]),t._v(" "),o("h2",{attrs:{id:"scheduled-follow-up-activities"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#scheduled-follow-up-activities"}},[t._v("#")]),t._v(" Scheduled follow-up activities")]),t._v(" "),o("p",[t._v("You can then see the upcoming activities in the "),o("strong",[t._v("Scheduled Follow-up")]),t._v(" section.")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/followupLead.png",alt:"Timeline in Lead"}})])])}),[],!1,null,null,null);e.default=s.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-CustomCommandBarButtons--76794246.182c9544.js b/assets/js/page-CustomCommandBarButtons--76794246.e8ad03bb.js
similarity index 99%
rename from assets/js/page-CustomCommandBarButtons--76794246.182c9544.js
rename to assets/js/page-CustomCommandBarButtons--76794246.e8ad03bb.js
index 83f7ba9a5..1ea7861dd 100644
--- a/assets/js/page-CustomCommandBarButtons--76794246.182c9544.js
+++ b/assets/js/page-CustomCommandBarButtons--76794246.e8ad03bb.js
@@ -1 +1 @@
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See "),o("a",{attrs:{href:"#action-type-codes"}},[t._v("available actions")]),t._v(".")])]),t._v(" "),o("tr",[o("td",[t._v("On-demand Workflow / Flow Id *")]),t._v(" "),o("td",[t._v("Id of the on-demand workflow or flow you wish to trigger. The triggering record is always the file you've triggered the action from.")])]),t._v(" "),o("tr",[o("td",[t._v("Shown When")]),t._v(" "),o("td",[t._v("When should be the button shown to the user in the UI. See "),o("a",{attrs:{href:"#shown-when-type-codes"}},[t._v("available values")]),t._v(".")])]),t._v(" "),o("tr",[o("td",[t._v("File Name Filter")]),t._v(" "),o("td",[t._v("Allows you to show the button only for a specific type of file. Example: "),o("code",[t._v("*.*")]),t._v(" allows to select only files and not folders. There is "),o("a",{attrs:{href:"https://www.npmjs.com/package/minimatch",target:"_blank",rel:"noopener noreferrer"}},[o("code",[t._v("minimatch")]),o("OutboundLink")],1),t._v(" library used for evaluation of these expressions.")])])])]),t._v(" "),o("p",[t._v("* : Visible only if the "),o("em",[t._v("Action")]),t._v(" is set to "),o("em",[t._v("On-demand Workflow / Flow")]),t._v(" value.")]),t._v(" "),o("h5",{attrs:{id:"action-type-codes"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#action-type-codes"}},[t._v("#")]),t._v(" Action Type Codes")]),t._v(" "),o("table",[o("thead",[o("tr",[o("th",[t._v("Name")]),t._v(" "),o("th",[t._v("Value")]),t._v(" "),o("th",[t._v("Description")])])]),t._v(" "),o("tbody",[o("tr",[o("td",[t._v("On-demand Workflow / Flow")]),t._v(" "),o("td",[t._v("742070000")]),t._v(" "),o("td",[t._v("Triggers an on-demand workflow or cloud flow. This action can't be awaited. Fire and forget.")])])])]),t._v(" "),o("p",[t._v('If there is "your" action missing, feel free to extend this feature and implement it.')]),t._v(" "),o("h5",{attrs:{id:"shown-when-type-codes"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#shown-when-type-codes"}},[t._v("#")]),t._v(" Shown When Type Codes")]),t._v(" "),o("table",[o("thead",[o("tr",[o("th",[t._v("Name")]),t._v(" "),o("th",[t._v("Value")]),t._v(" "),o("th",[t._v("Description")])])]),t._v(" "),o("tbody",[o("tr",[o("td",[t._v("Always")]),t._v(" "),o("td",[t._v("742070000")]),t._v(" "),o("td",[t._v("Show the button all the time.")])]),t._v(" "),o("tr",[o("td",[t._v("Selected Row")]),t._v(" "),o("td",[t._v("742070001")]),t._v(" "),o("td",[t._v("Show only if one file or folder is selected.")])]),t._v(" "),o("tr",[o("td",[t._v("Selected Rows")]),t._v(" "),o("td",[t._v("742070002")]),t._v(" "),o("td",[t._v("Show if multiple files are selected.")])]),t._v(" "),o("tr",[o("td",[t._v("None")]),t._v(" "),o("td",[t._v("742070003")]),t._v(" "),o("td",[t._v("Show the button only if no file or folder is selected.")])])])]),t._v(" "),o("h4",{attrs:{id:"look-section"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#look-section"}},[t._v("#")]),t._v(" LOOK Section")]),t._v(" "),o("table",[o("thead",[o("tr",[o("th",[t._v("Attribute")]),t._v(" "),o("th",[t._v("Description")])])]),t._v(" "),o("tbody",[o("tr",[o("td",[t._v("Icon Name")]),t._v(" "),o("td",[t._v("Name of the Fluent UI icon that you wish to use. The icons are referenced in "),o("em",[t._v("PascalCase")]),t._v(" notation. You can use "),o("a",{attrs:{href:"https://icon-sets.iconify.design/fluent-mdl2/",target:"_blank",rel:"noopener noreferrer"}},[t._v("this resource"),o("OutboundLink")],1),t._v(" to find the right icon.")])]),t._v(" "),o("tr",[o("td",[t._v("Display Name *")]),t._v(" "),o("td",[t._v("Display name of the button. This text is shown in the UI to the end user.")])]),t._v(" "),o("tr",[o("td",[t._v("Success Message *")]),t._v(" "),o("td",[t._v("Success message that is shown once the "),o("em",[t._v("Action")]),t._v(" is completed.")])]),t._v(" "),o("tr",[o("td",[t._v("Error Message *")]),t._v(" "),o("td",[t._v("Error message that is shown, when the "),o("em",[t._v("Action")]),t._v(" could not be completed.")])])])]),t._v(" "),o("p",[t._v("* : Localized JSON objects can be used. These values are not known at design time and due to the localization requirement, this was the best value / effort solution. The object has string "),o("em",[t._v("lcid")]),t._v(" (language codes) for properties with translated values. Example: "),o("code",[t._v('{ "1033": "This is the english localized value.", "1029": "Tohle je český překlad." }')]),t._v(".")])])}),[],!1,null,null,null);e.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-CustomViewColumns--ce79847c.ab144ce1.js b/assets/js/page-CustomViewColumns--ce79847c.f892fb84.js
similarity index 99%
rename from assets/js/page-CustomViewColumns--ce79847c.ab144ce1.js
rename to assets/js/page-CustomViewColumns--ce79847c.f892fb84.js
index 04c953a23..32d9f911f 100644
--- a/assets/js/page-CustomViewColumns--ce79847c.ab144ce1.js
+++ b/assets/js/page-CustomViewColumns--ce79847c.f892fb84.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[60],{522:function(t,a,s){"use strict";s.r(a);var n=s(1),e=Object(n.a)({},(function(){var t=this,a=t.$createElement,s=t._self._c||a;return s("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[s("h1",{attrs:{id:"custom-view-columns"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#custom-view-columns"}},[t._v("#")]),t._v(" Custom View Columns")]),t._v(" "),s("p",[t._v("First of all, there are some default columns that can't be hidden at the moment. Those are")]),t._v(" "),s("ul",[s("li",[t._v("File Type - icon of the file")]),t._v(" "),s("li",[t._v("Name - name of the file")])]),t._v(" "),s("p",[t._v("That being cleared out, "),s("em",[t._v("File Explorer")]),t._v(" control can show custom view columns right in the control. This can be a status of a file going through review for example.")]),t._v(" "),s("div",{staticClass:"custom-block danger"},[s("p",{staticClass:"custom-block-title"},[t._v("BREAKING CHANGE")]),t._v(" "),s("p",[t._v("Previously, there were "),s("em",[t._v("Columns to be Shown")]),t._v(" in "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#file-explorer-settings"}},[t._v("File Explorer Settings")]),t._v(". All the optional columns were removed and this attribute will be deprecated. If you need to perform an upgrade path for an existing configuration, please follow the "),s("a",{attrs:{href:"#upgrade-path"}},[t._v("upgrade path")])],1)]),t._v(" "),s("h2",{attrs:{id:"configuration"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#configuration"}},[t._v("#")]),t._v(" Configuration")]),t._v(" "),s("p",[t._v("These view columns can be added through configuration. First of all, make sure that you have a "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#collaboration-workspace-template"}},[t._v("collaboration workspace template record")]),t._v(" created. This record is defining the features of an individual "),s("em",[t._v("File Explorer")]),t._v(" control instance. Once that is sorted out, you can start adding custom view columns in the "),s("strong",[t._v("👁️ Custom View Columns")]),t._v(" tab.")],1),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/en/developer-guide/applications/controls/FileExplorer/custom-view-columns-tab-on-collaboration-workspace-template-form.png",alt:"Custom View Columns tab on the Collaboration Workspace Template form"}})]),t._v(" "),s("p",[t._v("Here you add a new view column (record) to the existing "),s("em",[t._v("File Explorer")]),t._v(" control instance. These records can be then exported and versioned in the data package through "),s("code",[t._v("pac tool cmt")]),t._v(" cli command, which opens "),s("em",[t._v("Configuration Migration Tool")]),t._v(" on your local machine.")]),t._v(" "),s("h3",{attrs:{id:"collaboration-workspace-custom-view-column-record"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#collaboration-workspace-custom-view-column-record"}},[t._v("#")]),t._v(" "),s("em",[t._v("Collaboration Workspace Custom View Column")]),t._v(" Record")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/en/developer-guide/applications/controls/FileExplorer/custom-view-columns-main-form.png",alt:"Custom View Columns main form"}})]),t._v(" "),s("h4",{attrs:{id:"identification-section"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#identification-section"}},[t._v("#")]),t._v(" IDENTIFICATION Section")]),t._v(" "),s("table",[s("thead",[s("tr",[s("th",[t._v("Attribute")]),t._v(" "),s("th",[t._v("Description")])])]),t._v(" "),s("tbody",[s("tr",[s("td",[t._v("Name")]),t._v(" "),s("td",[t._v("Logical name of the view column")])]),t._v(" "),s("tr",[s("td",[t._v("Collaboration Workspace Header")]),t._v(" "),s("td",[t._v("Associated "),s("em",[t._v("Collaboration Workspace Template")]),t._v(".")])]),t._v(" "),s("tr",[s("td",[t._v("Status Reason")]),t._v(" "),s("td",[t._v("Only "),s("em",[t._v("Active")]),t._v(" records are retrieved and valid.")])])])]),t._v(" "),s("h4",{attrs:{id:"behavior-section"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#behavior-section"}},[t._v("#")]),t._v(" BEHAVIOR Section")]),t._v(" "),s("table",[s("thead",[s("tr",[s("th",[t._v("Attribute")]),t._v(" "),s("th",[t._v("Description")])])]),t._v(" "),s("tbody",[s("tr",[s("td",[t._v("Liquid Map")]),t._v(" "),s("td",[t._v("This attribute takes a liquid map and renders its result to the cell.")])])])]),t._v(" "),s("h4",{attrs:{id:"look-section"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#look-section"}},[t._v("#")]),t._v(" LOOK Section")]),t._v(" "),s("table",[s("thead",[s("tr",[s("th",[t._v("Attribute")]),t._v(" "),s("th",[t._v("Description")])])]),t._v(" "),s("tbody",[s("tr",[s("td",[t._v("Order")]),t._v(" "),s("td",[t._v("Sets the column rendering order.")])]),t._v(" "),s("tr",[s("td",[t._v("Is Padded")]),t._v(" "),s("td",[t._v("If true, add additional LTR padding-right to column and cells (Fluent UI).")])]),t._v(" "),s("tr",[s("td",[t._v("Minimal Column Width")]),t._v(" "),s("td",[t._v("Sets the minimal column width.")])]),t._v(" "),s("tr",[s("td",[t._v("Maximal Column Width")]),t._v(" "),s("td",[t._v("Sets the maximal column width.")])]),t._v(" "),s("tr",[s("td",[t._v("Is Resizable")]),t._v(" "),s("td",[t._v("Can be the column resized?")])]),t._v(" "),s("tr",[s("td",[t._v("Is Sorting Enabled")]),t._v(" "),s("td",[t._v("Is sorting on the column enabled?")])]),t._v(" "),s("tr",[s("td",[t._v("Sorting Column Type *")]),t._v(" "),s("td",[t._v("Type of sorting.")])]),t._v(" "),s("tr",[s("td",[t._v("Display Name **")]),t._v(" "),s("td",[t._v("Display name of the button. This text is shown in the UI to the end user.")])])])]),t._v(" "),s("p",[t._v("* : Applies only if sorting is enabled."),s("br"),t._v("\n** : Localized JSON objects can be used. These values are not known at design time and due to the localization requirement, this was the best value / effort solution. The object has string "),s("em",[t._v("lcid")]),t._v(" (language codes) for properties with translated values. Example: "),s("code",[t._v('{ "1033": "This is the english localized value.", "1029": "Tohle je český překlad." }')]),t._v(".")]),t._v(" "),s("div",{staticClass:"custom-block warning"},[s("p",{staticClass:"custom-block-title"},[t._v("DIFFERENT FILE SYSTEM PROVIDERS")]),t._v(" "),s("p",[t._v("This feature was implemented primarily for "),s("em",[t._v("Environment File System")]),t._v(" file system provider. Even though it should work for "),s("em",[t._v("SharePoint")]),t._v(" file system provider as well, don't expect the feature to support all the scenarios from EFS. Some simple implementation changes might be required for that.")])]),t._v(" "),s("h2",{attrs:{id:"advanced"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#advanced"}},[t._v("#")]),t._v(" Advanced")]),t._v(" "),s("p",[t._v("Here are some possible advanced configurations.")]),t._v(" "),s("h3",{attrs:{id:"displaying-related-file-data"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#displaying-related-file-data"}},[t._v("#")]),t._v(" Displaying Related File Data")]),t._v(" "),s("p",[s("em",[t._v("Environment File System")]),t._v(" file system provider automatically relates newly added files with the source record (a record on which the "),s("em",[t._v("File Explorer")]),t._v(" control instance is added to) if there's an existing relationship between file entity and the source entity. There's a polymorphic lookup "),s("code",[t._v("talxis_regardingobjectid")]),t._v(" on "),s("code",[t._v("talxis_file")]),t._v(" entity to which you can add new relationship to your required source entity. If that's not an option for any reason or you need to stay backwards compatible, you can use existing lookup or add a new one. The relationships are fetched and the first available is used. "),s("code",[t._v("talxis_regardingobjectid")]),t._v(" is always prioritized.")]),t._v(" "),s("p",[t._v("Once you have the file record related to your source record, you can use "),s("em",[t._v("File Record Expand Query")]),t._v(" in "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#file-explorer-settings"}},[t._v("File Explorer Settings")]),t._v(". To retrieve related information with each file record. These properties can be accessed from "),s("code",[t._v("expandedProperties")]),t._v(" in the "),s("a",{attrs:{href:"#behavior-section"}},[t._v("liquid map")]),t._v(".")],1),t._v(" "),s("h4",{attrs:{id:"example"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#example"}},[t._v("#")]),t._v(" Example")]),t._v(" "),s("p",[t._v("Let's say that our control is on a "),s("code",[t._v("talxis_contract")]),t._v(" record. Since there's already a relationship in the "),s("code",[t._v("talxis_regardingobjectid")]),t._v(" polymorphic lookup for "),s("code",[t._v("talxis_contract")]),t._v(", every uploaded file is associated with the source record.")]),t._v(" "),s("p",[t._v("If you'll set the "),s("em",[t._v("File Record Expand Query")]),t._v(" in "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#file-explorer-settings"}},[t._v("File Explorer Settings")]),t._v(" to")],1),t._v(" "),s("div",{staticClass:"language-text line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v("talxis_regardingobjectid_talxis_contract(\n    $select=statuscode,talxis_contractclosereason;\n    $expand=talxis_counterpartyid(\n        $select=name\n    )\n)\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br"),s("span",{staticClass:"line-number"},[t._v("3")]),s("br"),s("span",{staticClass:"line-number"},[t._v("4")]),s("br"),s("span",{staticClass:"line-number"},[t._v("5")]),s("br"),s("span",{staticClass:"line-number"},[t._v("6")]),s("br")])]),s("p",[t._v("you can then access the status of the contract or even the name of the contract's counter-party.")]),t._v(" "),s("p",[t._v("The "),s("a",{attrs:{href:"#behavior-section"}},[t._v("liquid map")]),t._v(" of a view column displaying the status reason of the contract would look like this")]),t._v(" "),s("div",{staticClass:"language-text line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v("{{ expandedProperties.talxis_regardingobjectid_talxis_contract.statuscode_OData_Community_Display_V1_FormattedValue }}\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("p",[t._v("All occurrences of "),s("code",[t._v("@")]),t._v(" symbol in the keys (property names) are replaced by "),s("code",[t._v("_")]),t._v(" as you can see in the sample above.")]),t._v(" "),s("div",{staticClass:"custom-block tip"},[s("p",{staticClass:"custom-block-title"},[t._v("NOTE")]),t._v(" "),s("p",[t._v("It should be quite simple to enable this for "),s("em",[t._v("SharePoint")]),t._v(" file system provider when there are file records created to each "),s("em",[t._v("SharePoint")]),t._v(" file in the database.")])]),t._v(" "),s("h2",{attrs:{id:"upgrade-path"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#upgrade-path"}},[t._v("#")]),t._v(" Upgrade Path")]),t._v(" "),s("p",[t._v("These are the steps to upgrade an existing deployment of the "),s("em",[t._v("File Explorer")]),t._v(" control. The assumption is that you were using at least one of the optional "),s("em",[t._v("Columns to be Shown")]),t._v(" in "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#file-explorer-settings"}},[t._v("File Explorer Settings")]),t._v(". Let's take a look at individual columns and how to replace them. This upgrade path works for both file system providers.")],1),t._v(" "),s("h3",{attrs:{id:"optional-columns"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#optional-columns"}},[t._v("#")]),t._v(" Optional Columns")]),t._v(" "),s("h4",{attrs:{id:"author"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#author"}},[t._v("#")]),t._v(" author")]),t._v(" "),s("p",[t._v("Author can be either an application (migration for example) or a user. Liquid map would look like this")]),t._v(" "),s("div",{staticClass:"language-text line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v("{%- if createdBy.user.displayName.size > 0 -%}\n    {{ createdBy.user.displayName }}\n{%- elsif createdBy.application.displayName.size > 0 -%}\n    {{ createdBy.application.displayName }}\n{%- endif -%}      \n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br"),s("span",{staticClass:"line-number"},[t._v("3")]),s("br"),s("span",{staticClass:"line-number"},[t._v("4")]),s("br"),s("span",{staticClass:"line-number"},[t._v("5")]),s("br")])]),s("h4",{attrs:{id:"datemodified"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#datemodified"}},[t._v("#")]),t._v(" datemodified")]),t._v(" "),s("p",[t._v("The last modification date can be shown with the following liquid map")]),t._v(" "),s("div",{staticClass:"language-text line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v("{{ lastModifiedDateTime }}\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("h4",{attrs:{id:"filesize"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#filesize"}},[t._v("#")]),t._v(" filesize")]),t._v(" "),s("p",[t._v("File size should behave similar to how it does in Windows since that's what most users are used to. Liquid map would look like this")]),t._v(" "),s("div",{staticClass:"language-text line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v("{%- assign terabyte = 1099511627776 -%}\n{%- assign gigabyte = 1073741824 -%}\n{%- assign megabyte = 1048576 -%}\n{%- assign kilobyte = 1024 -%}\n{%- if size >= terabyte -%}\n    {{ size | divided_by: terabyte | floor }} TB\n{%- elsif size >= gigabyte -%}\n    {{ size | divided_by: gigabyte | floor }} GB\n{%- elsif size >= megabyte -%}\n    {{ size | divided_by: megabyte | floor }} MB\n{%- elsif size >= kilobyte -%}\n    {{ size | divided_by: kilobyte | floor }} KB\n{%- elsif size -%}\n    {{ size }} B\n{%- else -%} \n{%- endif -%}\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br"),s("span",{staticClass:"line-number"},[t._v("3")]),s("br"),s("span",{staticClass:"line-number"},[t._v("4")]),s("br"),s("span",{staticClass:"line-number"},[t._v("5")]),s("br"),s("span",{staticClass:"line-number"},[t._v("6")]),s("br"),s("span",{staticClass:"line-number"},[t._v("7")]),s("br"),s("span",{staticClass:"line-number"},[t._v("8")]),s("br"),s("span",{staticClass:"line-number"},[t._v("9")]),s("br"),s("span",{staticClass:"line-number"},[t._v("10")]),s("br"),s("span",{staticClass:"line-number"},[t._v("11")]),s("br"),s("span",{staticClass:"line-number"},[t._v("12")]),s("br"),s("span",{staticClass:"line-number"},[t._v("13")]),s("br"),s("span",{staticClass:"line-number"},[t._v("14")]),s("br"),s("span",{staticClass:"line-number"},[t._v("15")]),s("br"),s("span",{staticClass:"line-number"},[t._v("16")]),s("br")])]),s("p",[t._v("You can also enable sorting on this column with sort type set to number.")]),t._v(" "),s("h4",{attrs:{id:"version"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#version"}},[t._v("#")]),t._v(" version")]),t._v(" "),s("p",[t._v("This one wasn't use in production deployment and is not currently implemented. If you need it, contact the author of this page for more details.")]),t._v(" "),s("h3",{attrs:{id:"configuration-migration-tool-data-package"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#configuration-migration-tool-data-package"}},[t._v("#")]),t._v(" Configuration Migration Tool (Data Package)")]),t._v(" "),s("p",[t._v("Here are "),s("code",[t._v("data_schema.xml")]),t._v(" and "),s("code",[t._v("data.xml")]),t._v(" attached so it's easier to perform the upgrade path.")]),t._v(" "),s("h4",{attrs:{id:"data-schema-xml"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#data-schema-xml"}},[t._v("#")]),t._v(" "),s("code",[t._v("data_schema.xml")])]),t._v(" "),s("p",[t._v("Add this entity to your schema file.")]),t._v(" "),s("div",{staticClass:"language-xml line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-xml"}},[s("code",[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token 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+(window.webpackJsonp=window.webpackJsonp||[]).push([[60],{523:function(t,a,s){"use strict";s.r(a);var n=s(1),e=Object(n.a)({},(function(){var t=this,a=t.$createElement,s=t._self._c||a;return s("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[s("h1",{attrs:{id:"custom-view-columns"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#custom-view-columns"}},[t._v("#")]),t._v(" Custom View Columns")]),t._v(" "),s("p",[t._v("First of all, there are some default columns that can't be hidden at the moment. Those are")]),t._v(" "),s("ul",[s("li",[t._v("File Type - icon of the file")]),t._v(" "),s("li",[t._v("Name - name of the file")])]),t._v(" "),s("p",[t._v("That being cleared out, "),s("em",[t._v("File Explorer")]),t._v(" control can show custom view columns right in the control. This can be a status of a file going through review for example.")]),t._v(" "),s("div",{staticClass:"custom-block danger"},[s("p",{staticClass:"custom-block-title"},[t._v("BREAKING CHANGE")]),t._v(" "),s("p",[t._v("Previously, there were "),s("em",[t._v("Columns to be Shown")]),t._v(" in "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#file-explorer-settings"}},[t._v("File Explorer Settings")]),t._v(". All the optional columns were removed and this attribute will be deprecated. If you need to perform an upgrade path for an existing configuration, please follow the "),s("a",{attrs:{href:"#upgrade-path"}},[t._v("upgrade path")])],1)]),t._v(" "),s("h2",{attrs:{id:"configuration"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#configuration"}},[t._v("#")]),t._v(" Configuration")]),t._v(" "),s("p",[t._v("These view columns can be added through configuration. First of all, make sure that you have a "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#collaboration-workspace-template"}},[t._v("collaboration workspace template record")]),t._v(" created. This record is defining the features of an individual "),s("em",[t._v("File Explorer")]),t._v(" control instance. Once that is sorted out, you can start adding custom view columns in the "),s("strong",[t._v("👁️ Custom View Columns")]),t._v(" tab.")],1),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/en/developer-guide/applications/controls/FileExplorer/custom-view-columns-tab-on-collaboration-workspace-template-form.png",alt:"Custom View Columns tab on the Collaboration Workspace Template form"}})]),t._v(" "),s("p",[t._v("Here you add a new view column (record) to the existing "),s("em",[t._v("File Explorer")]),t._v(" control instance. These records can be then exported and versioned in the data package through "),s("code",[t._v("pac tool cmt")]),t._v(" cli command, which opens "),s("em",[t._v("Configuration Migration Tool")]),t._v(" on your local machine.")]),t._v(" "),s("h3",{attrs:{id:"collaboration-workspace-custom-view-column-record"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#collaboration-workspace-custom-view-column-record"}},[t._v("#")]),t._v(" "),s("em",[t._v("Collaboration Workspace Custom View Column")]),t._v(" Record")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/en/developer-guide/applications/controls/FileExplorer/custom-view-columns-main-form.png",alt:"Custom View Columns main form"}})]),t._v(" "),s("h4",{attrs:{id:"identification-section"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#identification-section"}},[t._v("#")]),t._v(" IDENTIFICATION Section")]),t._v(" "),s("table",[s("thead",[s("tr",[s("th",[t._v("Attribute")]),t._v(" "),s("th",[t._v("Description")])])]),t._v(" "),s("tbody",[s("tr",[s("td",[t._v("Name")]),t._v(" "),s("td",[t._v("Logical name of the view column")])]),t._v(" "),s("tr",[s("td",[t._v("Collaboration Workspace Header")]),t._v(" "),s("td",[t._v("Associated "),s("em",[t._v("Collaboration Workspace Template")]),t._v(".")])]),t._v(" "),s("tr",[s("td",[t._v("Status Reason")]),t._v(" "),s("td",[t._v("Only "),s("em",[t._v("Active")]),t._v(" records are retrieved and valid.")])])])]),t._v(" "),s("h4",{attrs:{id:"behavior-section"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#behavior-section"}},[t._v("#")]),t._v(" BEHAVIOR Section")]),t._v(" "),s("table",[s("thead",[s("tr",[s("th",[t._v("Attribute")]),t._v(" "),s("th",[t._v("Description")])])]),t._v(" "),s("tbody",[s("tr",[s("td",[t._v("Liquid Map")]),t._v(" "),s("td",[t._v("This attribute takes a liquid map and renders its result to the cell.")])])])]),t._v(" "),s("h4",{attrs:{id:"look-section"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#look-section"}},[t._v("#")]),t._v(" LOOK Section")]),t._v(" "),s("table",[s("thead",[s("tr",[s("th",[t._v("Attribute")]),t._v(" "),s("th",[t._v("Description")])])]),t._v(" "),s("tbody",[s("tr",[s("td",[t._v("Order")]),t._v(" "),s("td",[t._v("Sets the column rendering order.")])]),t._v(" "),s("tr",[s("td",[t._v("Is Padded")]),t._v(" "),s("td",[t._v("If true, add additional LTR padding-right to column and cells (Fluent UI).")])]),t._v(" "),s("tr",[s("td",[t._v("Minimal Column Width")]),t._v(" "),s("td",[t._v("Sets the minimal column width.")])]),t._v(" "),s("tr",[s("td",[t._v("Maximal Column Width")]),t._v(" "),s("td",[t._v("Sets the maximal column width.")])]),t._v(" "),s("tr",[s("td",[t._v("Is Resizable")]),t._v(" "),s("td",[t._v("Can be the column resized?")])]),t._v(" "),s("tr",[s("td",[t._v("Is Sorting Enabled")]),t._v(" "),s("td",[t._v("Is sorting on the column enabled?")])]),t._v(" "),s("tr",[s("td",[t._v("Sorting Column Type *")]),t._v(" "),s("td",[t._v("Type of sorting.")])]),t._v(" "),s("tr",[s("td",[t._v("Display Name **")]),t._v(" "),s("td",[t._v("Display name of the button. This text is shown in the UI to the end user.")])])])]),t._v(" "),s("p",[t._v("* : Applies only if sorting is enabled."),s("br"),t._v("\n** : Localized JSON objects can be used. These values are not known at design time and due to the localization requirement, this was the best value / effort solution. The object has string "),s("em",[t._v("lcid")]),t._v(" (language codes) for properties with translated values. Example: "),s("code",[t._v('{ "1033": "This is the english localized value.", "1029": "Tohle je český překlad." }')]),t._v(".")]),t._v(" "),s("div",{staticClass:"custom-block warning"},[s("p",{staticClass:"custom-block-title"},[t._v("DIFFERENT FILE SYSTEM PROVIDERS")]),t._v(" "),s("p",[t._v("This feature was implemented primarily for "),s("em",[t._v("Environment File System")]),t._v(" file system provider. Even though it should work for "),s("em",[t._v("SharePoint")]),t._v(" file system provider as well, don't expect the feature to support all the scenarios from EFS. Some simple implementation changes might be required for that.")])]),t._v(" "),s("h2",{attrs:{id:"advanced"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#advanced"}},[t._v("#")]),t._v(" Advanced")]),t._v(" "),s("p",[t._v("Here are some possible advanced configurations.")]),t._v(" "),s("h3",{attrs:{id:"displaying-related-file-data"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#displaying-related-file-data"}},[t._v("#")]),t._v(" Displaying Related File Data")]),t._v(" "),s("p",[s("em",[t._v("Environment File System")]),t._v(" file system provider automatically relates newly added files with the source record (a record on which the "),s("em",[t._v("File Explorer")]),t._v(" control instance is added to) if there's an existing relationship between file entity and the source entity. There's a polymorphic lookup "),s("code",[t._v("talxis_regardingobjectid")]),t._v(" on "),s("code",[t._v("talxis_file")]),t._v(" entity to which you can add new relationship to your required source entity. If that's not an option for any reason or you need to stay backwards compatible, you can use existing lookup or add a new one. The relationships are fetched and the first available is used. "),s("code",[t._v("talxis_regardingobjectid")]),t._v(" is always prioritized.")]),t._v(" "),s("p",[t._v("Once you have the file record related to your source record, you can use "),s("em",[t._v("File Record Expand Query")]),t._v(" in "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#file-explorer-settings"}},[t._v("File Explorer Settings")]),t._v(". To retrieve related information with each file record. These properties can be accessed from "),s("code",[t._v("expandedProperties")]),t._v(" in the "),s("a",{attrs:{href:"#behavior-section"}},[t._v("liquid map")]),t._v(".")],1),t._v(" "),s("h4",{attrs:{id:"example"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#example"}},[t._v("#")]),t._v(" Example")]),t._v(" "),s("p",[t._v("Let's say that our control is on a "),s("code",[t._v("talxis_contract")]),t._v(" record. Since there's already a relationship in the "),s("code",[t._v("talxis_regardingobjectid")]),t._v(" polymorphic lookup for "),s("code",[t._v("talxis_contract")]),t._v(", every uploaded file is associated with the source record.")]),t._v(" "),s("p",[t._v("If you'll set the "),s("em",[t._v("File Record Expand Query")]),t._v(" in "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#file-explorer-settings"}},[t._v("File Explorer Settings")]),t._v(" to")],1),t._v(" "),s("div",{staticClass:"language-text line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v("talxis_regardingobjectid_talxis_contract(\n    $select=statuscode,talxis_contractclosereason;\n    $expand=talxis_counterpartyid(\n        $select=name\n    )\n)\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br"),s("span",{staticClass:"line-number"},[t._v("3")]),s("br"),s("span",{staticClass:"line-number"},[t._v("4")]),s("br"),s("span",{staticClass:"line-number"},[t._v("5")]),s("br"),s("span",{staticClass:"line-number"},[t._v("6")]),s("br")])]),s("p",[t._v("you can then access the status of the contract or even the name of the contract's counter-party.")]),t._v(" "),s("p",[t._v("The "),s("a",{attrs:{href:"#behavior-section"}},[t._v("liquid map")]),t._v(" of a view column displaying the status reason of the contract would look like this")]),t._v(" "),s("div",{staticClass:"language-text line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v("{{ expandedProperties.talxis_regardingobjectid_talxis_contract.statuscode_OData_Community_Display_V1_FormattedValue }}\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("p",[t._v("All occurrences of "),s("code",[t._v("@")]),t._v(" symbol in the keys (property names) are replaced by "),s("code",[t._v("_")]),t._v(" as you can see in the sample above.")]),t._v(" "),s("div",{staticClass:"custom-block tip"},[s("p",{staticClass:"custom-block-title"},[t._v("NOTE")]),t._v(" "),s("p",[t._v("It should be quite simple to enable this for "),s("em",[t._v("SharePoint")]),t._v(" file system provider when there are file records created to each "),s("em",[t._v("SharePoint")]),t._v(" file in the database.")])]),t._v(" "),s("h2",{attrs:{id:"upgrade-path"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#upgrade-path"}},[t._v("#")]),t._v(" Upgrade Path")]),t._v(" "),s("p",[t._v("These are the steps to upgrade an existing deployment of the "),s("em",[t._v("File Explorer")]),t._v(" control. The assumption is that you were using at least one of the optional "),s("em",[t._v("Columns to be Shown")]),t._v(" in "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#file-explorer-settings"}},[t._v("File Explorer Settings")]),t._v(". Let's take a look at individual columns and how to replace them. This upgrade path works for both file system providers.")],1),t._v(" "),s("h3",{attrs:{id:"optional-columns"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#optional-columns"}},[t._v("#")]),t._v(" Optional Columns")]),t._v(" "),s("h4",{attrs:{id:"author"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#author"}},[t._v("#")]),t._v(" author")]),t._v(" "),s("p",[t._v("Author can be either an application (migration for example) or a user. Liquid map would look like this")]),t._v(" "),s("div",{staticClass:"language-text line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v("{%- if createdBy.user.displayName.size > 0 -%}\n    {{ createdBy.user.displayName }}\n{%- elsif createdBy.application.displayName.size > 0 -%}\n    {{ createdBy.application.displayName }}\n{%- endif -%}      \n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br"),s("span",{staticClass:"line-number"},[t._v("3")]),s("br"),s("span",{staticClass:"line-number"},[t._v("4")]),s("br"),s("span",{staticClass:"line-number"},[t._v("5")]),s("br")])]),s("h4",{attrs:{id:"datemodified"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#datemodified"}},[t._v("#")]),t._v(" datemodified")]),t._v(" "),s("p",[t._v("The last modification date can be shown with the following liquid map")]),t._v(" "),s("div",{staticClass:"language-text line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v("{{ lastModifiedDateTime }}\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("h4",{attrs:{id:"filesize"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#filesize"}},[t._v("#")]),t._v(" filesize")]),t._v(" "),s("p",[t._v("File size should behave similar to how it does in Windows since that's what most users are used to. Liquid map would look like this")]),t._v(" "),s("div",{staticClass:"language-text line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-text"}},[s("code",[t._v("{%- assign terabyte = 1099511627776 -%}\n{%- assign gigabyte = 1073741824 -%}\n{%- assign megabyte = 1048576 -%}\n{%- assign kilobyte = 1024 -%}\n{%- if size >= terabyte -%}\n    {{ size | divided_by: terabyte | floor }} TB\n{%- elsif size >= gigabyte -%}\n    {{ size | divided_by: gigabyte | floor }} GB\n{%- elsif size >= megabyte -%}\n    {{ size | divided_by: megabyte | floor }} MB\n{%- elsif size >= kilobyte -%}\n    {{ size | divided_by: kilobyte | floor }} KB\n{%- elsif size -%}\n    {{ size }} B\n{%- else -%} \n{%- endif -%}\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br"),s("span",{staticClass:"line-number"},[t._v("3")]),s("br"),s("span",{staticClass:"line-number"},[t._v("4")]),s("br"),s("span",{staticClass:"line-number"},[t._v("5")]),s("br"),s("span",{staticClass:"line-number"},[t._v("6")]),s("br"),s("span",{staticClass:"line-number"},[t._v("7")]),s("br"),s("span",{staticClass:"line-number"},[t._v("8")]),s("br"),s("span",{staticClass:"line-number"},[t._v("9")]),s("br"),s("span",{staticClass:"line-number"},[t._v("10")]),s("br"),s("span",{staticClass:"line-number"},[t._v("11")]),s("br"),s("span",{staticClass:"line-number"},[t._v("12")]),s("br"),s("span",{staticClass:"line-number"},[t._v("13")]),s("br"),s("span",{staticClass:"line-number"},[t._v("14")]),s("br"),s("span",{staticClass:"line-number"},[t._v("15")]),s("br"),s("span",{staticClass:"line-number"},[t._v("16")]),s("br")])]),s("p",[t._v("You can also enable sorting on this column with sort type set to number.")]),t._v(" "),s("h4",{attrs:{id:"version"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#version"}},[t._v("#")]),t._v(" version")]),t._v(" "),s("p",[t._v("This one wasn't use in production deployment and is not currently implemented. If you need it, contact the author of this page for more details.")]),t._v(" "),s("h3",{attrs:{id:"configuration-migration-tool-data-package"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#configuration-migration-tool-data-package"}},[t._v("#")]),t._v(" Configuration Migration Tool (Data Package)")]),t._v(" "),s("p",[t._v("Here are "),s("code",[t._v("data_schema.xml")]),t._v(" and "),s("code",[t._v("data.xml")]),t._v(" attached so it's easier to perform the upgrade path.")]),t._v(" "),s("h4",{attrs:{id:"data-schema-xml"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#data-schema-xml"}},[t._v("#")]),t._v(" "),s("code",[t._v("data_schema.xml")])]),t._v(" "),s("p",[t._v("Add this entity to your schema file.")]),t._v(" "),s("div",{staticClass:"language-xml line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-xml"}},[s("code",[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token 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assign kilobyte = 1024 -%}\n                {%- if size >= terabyte -%}\n                    {{ size | divided_by: terabyte | floor }} TB\n                {%- elsif size >= gigabyte -%}\n                    {{ size | divided_by: gigabyte | floor }} GB\n                {%- elsif size >= megabyte -%}\n                    {{ size | divided_by: megabyte | floor }} MB\n                {%- elsif size >= kilobyte -%}\n                    {{ size | divided_by: kilobyte | floor }} KB\n                {%- elsif size -%}\n                    {{ size }} B\n                {%- else -%}\n                {%- endif -%}\n                "),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("/>")])]),t._v("\n            "),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("field")]),t._v(" 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diff --git a/assets/js/page-DeployPipeline--774f19b8.b2c69365.js b/assets/js/page-DeployPipeline--774f19b8.f7bed16a.js
similarity index 99%
rename from assets/js/page-DeployPipeline--774f19b8.b2c69365.js
rename to assets/js/page-DeployPipeline--774f19b8.f7bed16a.js
index 1a1517537..cd716db26 100644
--- a/assets/js/page-DeployPipeline--774f19b8.b2c69365.js
+++ b/assets/js/page-DeployPipeline--774f19b8.f7bed16a.js
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Getting required info")]),t._v(" "),a("h2",{attrs:{id:"how-to-get-project-guid"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#how-to-get-project-guid"}},[t._v("#")]),t._v(" How to get Project GUID:")]),t._v(" "),a("ul",[a("li",[t._v("TALXIS: 40617db6-cf62-4240-bad0-95203039416b")]),t._v(" "),a("li",[t._v("PCT projects are bit trickier. You can get it through API call such as this")])]),t._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[t._v("https://dev.azure.com/{organization}/_apis/projects?api-version=5.0-preview.3\n")])]),t._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br")])]),a("p",[t._v("There is also another, easier way because you do not have to remember the API call. Open "),a("a",{attrs:{href:"https://dev.azure.com/",target:"_blank",rel:"noopener noreferrer"}},[t._v("dev.azure.com"),a("OutboundLink")],1),t._v(", hit F12, use inspect tool and hover or click on the project. There you can see the guid. Find the example screenshot below.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/DeployPipeline/ProjectGUID.png",alt:"image.png"}})]),t._v(" "),a("h2",{attrs:{id:"how-to-get-dataverse-package-name-and-pipeline-id"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#how-to-get-dataverse-package-name-and-pipeline-id"}},[t._v("#")]),t._v(" How to get Dataverse package name and Pipeline ID")]),t._v(" "),a("p",[t._v("See TALXIS list of DataversePackages and Pipelines ("),a("a",{attrs:{href:"https://dev.azure.com/thenetworg/INT0006/_wiki/wikis/INT0006.wiki/4060/List-of-Build-Pipelines",target:"_blank",rel:"noopener noreferrer"}},[t._v("INT0006 wiki"),a("OutboundLink")],1),t._v("). 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Getting required info")]),t._v(" "),a("h2",{attrs:{id:"how-to-get-project-guid"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#how-to-get-project-guid"}},[t._v("#")]),t._v(" How to get Project GUID:")]),t._v(" "),a("ul",[a("li",[t._v("TALXIS: 40617db6-cf62-4240-bad0-95203039416b")]),t._v(" "),a("li",[t._v("PCT projects are bit trickier. You can get it through API call such as this")])]),t._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[t._v("https://dev.azure.com/{organization}/_apis/projects?api-version=5.0-preview.3\n")])]),t._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br")])]),a("p",[t._v("There is also another, easier way because you do not have to remember the API call. Open "),a("a",{attrs:{href:"https://dev.azure.com/",target:"_blank",rel:"noopener noreferrer"}},[t._v("dev.azure.com"),a("OutboundLink")],1),t._v(", hit F12, use inspect tool and hover or click on the project. There you can see the guid. Find the example screenshot below.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/DeployPipeline/ProjectGUID.png",alt:"image.png"}})]),t._v(" "),a("h2",{attrs:{id:"how-to-get-dataverse-package-name-and-pipeline-id"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#how-to-get-dataverse-package-name-and-pipeline-id"}},[t._v("#")]),t._v(" How to get Dataverse package name and Pipeline ID")]),t._v(" "),a("p",[t._v("See TALXIS list of DataversePackages and Pipelines ("),a("a",{attrs:{href:"https://dev.azure.com/thenetworg/INT0006/_wiki/wikis/INT0006.wiki/4060/List-of-Build-Pipelines",target:"_blank",rel:"noopener noreferrer"}},[t._v("INT0006 wiki"),a("OutboundLink")],1),t._v("). It will provide you with Dataverse package name, pipeline id, and status of the latest build.")]),t._v(" "),a("p",[t._v("Otherwise, you can get Pipeline Id form pipeline's URL and the name of Dataverse package from the project's repository.")]),t._v(" "),a("div",{staticClass:"language-url line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[t._v("https://dev.azure.com/thenetworg/PCT20018/_build?definitionId=197\n")])]),t._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br")])]),a("p",[a("img",{attrs:{src:"/.attachments/DeployPipeline/pipelineID.png",alt:"image.png"}})]),t._v(" "),a("h2",{attrs:{id:"how-to-create-certificate-and-thumbprint"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#how-to-create-certificate-and-thumbprint"}},[t._v("#")]),t._v(" How to create certificate and thumbprint")]),t._v(" "),a("p",[t._v("Please follow "),a("a",{attrs:{href:"https://dev.azure.com/thenetworg/INT0006/_wiki/wikis/INT0006.wiki/2153/Release-Pipeline",target:"_blank",rel:"noopener noreferrer"}},[t._v("certificate guide"),a("OutboundLink")],1)]),t._v(" "),a("h1",{attrs:{id:"setting-pipeline-variables"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#setting-pipeline-variables"}},[t._v("#")]),t._v(" Setting pipeline variables")]),t._v(" "),a("p",[t._v("Once you have pipeline set up, you will need to add two variables:")]),t._v(" "),a("ul",[a("li",[t._v("CertificateThumbprint, set the value to the thumbprint of SecureFile, value will be kept as a secret")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/DeployPipeline/deployvariable1.png",alt:"image.png"}})]),t._v(" "),a("ul",[a("li",[t._v("InstanceDomain, set value to '.crm4.dynamics.com' and let users override this value")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/DeployPipeline/deployvariable2.png",alt:"image.png"}})])])}),[],!1,null,null,null);e.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-DeployanEnvironment--1bf973f8.4f267ca5.js b/assets/js/page-DeployanEnvironment--1bf973f8.7fe00615.js
similarity index 98%
rename from assets/js/page-DeployanEnvironment--1bf973f8.4f267ca5.js
rename to assets/js/page-DeployanEnvironment--1bf973f8.7fe00615.js
index de7939067..bdfb5eae1 100644
--- a/assets/js/page-DeployanEnvironment--1bf973f8.4f267ca5.js
+++ b/assets/js/page-DeployanEnvironment--1bf973f8.7fe00615.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[63],{553:function(e,t,n){"use strict";n.r(t);var a=n(1),o=Object(a.a)({},(function(){var e=this,t=e.$createElement,n=e._self._c||t;return n("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[n("h1",{attrs:{id:"deploy-an-environment"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#deploy-an-environment"}},[e._v("#")]),e._v(" Deploy an Environment")]),e._v(" "),n("p",[e._v("All the following content follows Power Platform's best practices to meet all security and lifecycle management standards. Specific tenant situations may be consulted with NETWORG.")]),e._v(" "),n("h2",{attrs:{id:"introduction"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#introduction"}},[e._v("#")]),e._v(" Introduction")]),e._v(" "),n("p",[e._v("All Dataverse customizations published by NETWORG are distributed through managed solutions if technically possible. There are automated deployments to avoid unnecessary manual actions and smoothen up the release of a new application version.")]),e._v(" "),n("h2",{attrs:{id:"consent-application-registrations"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#consent-application-registrations"}},[e._v("#")]),e._v(" Consent Application Registrations")]),e._v(" "),n("p",[n("strong",[e._v("Following actions are done by the global (tenant) administrator")]),e._v(". (NETWORG offers full tenant management if the customer prefers this option)")]),e._v(" "),n("p",[e._v("Application registration allows to interact with customer's Dataverse environments without interactive access. The automated deployments are not possible without this step.")]),e._v(" "),n("ol",[n("li",[e._v("Consent application registrations by visiting following links\n"),n("ol",[n("li",[n("a",{attrs:{href:"https://talxis.com/add-deployment-app",target:"_blank",rel:"noopener noreferrer"}},[e._v("TALXIS Deployments"),n("OutboundLink")],1)]),e._v(" "),n("li",[n("a",{attrs:{href:"https://talxis.com/add-portals-app",target:"_blank",rel:"noopener noreferrer"}},[e._v("TALXIS Portals"),n("OutboundLink")],1)]),e._v(" "),n("li",[n("a",{attrs:{href:"https://talxis.com/add-metadata-app",target:"_blank",rel:"noopener noreferrer"}},[e._v("TALXIS Metadata Service"),n("OutboundLink")],1)])])])]),e._v(" "),n("p",[e._v("These applications cannot read any Dataverse data without creating application user on a specific environment and assigning it a proper security role.")]),e._v(" "),n("h2",{attrs:{id:"configure-an-existing-environment-for-the-deployment"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#configure-an-existing-environment-for-the-deployment"}},[e._v("#")]),e._v(" Configure an Existing Environment for the Deployment")]),e._v(" "),n("h3",{attrs:{id:"prerequisites"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#prerequisites"}},[e._v("#")]),e._v(" Prerequisites")]),e._v(" "),n("ol",[n("li",[n("RouterLink",{attrs:{to:"/en/developer-guide/applications/onboarding/provision-an-environment.html"}},[e._v("Provision an environment")])],1),e._v(" "),n("li",[n("RouterLink",{attrs:{to:"/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment.html"}},[e._v("Provide an interactive access to an environment")])],1)]),e._v(" "),n("p",[n("strong",[e._v("Following actions are done by the Dataverse environment System administrator")]),e._v(". (NETWORG performs these steps)")]),e._v(" "),n("h3",{attrs:{id:"manual-steps"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#manual-steps"}},[e._v("#")]),e._v(" Manual Steps")]),e._v(" "),n("ol",[n("li",[e._v("Go to "),n("code",[e._v("{environmentUrl}//main.aspx?app=d365default&forceUCI=0&newWindow=true&pagetype=entityrecord&etn=systemuser&formid=d26924ef-4d80-46f7-ab1d-e6ae80a54ce8")])]),e._v(" "),n("li",[e._v("Set "),n("em",[e._v("Application Id")]),e._v(" to "),n("em",[e._v("4ab337b1-27bc-421d-8d56-7462bbea9831")]),e._v(" "),n("img",{attrs:{src:"/.attachments/developer-guide/applications/onboarding/deploy-an-environment/application-user-form.png",alt:"Application user form"}})]),e._v(" "),n("li",[e._v("Save the form")]),e._v(" "),n("li",[e._v("Assign the appropriate security permissions and roles for deployment (System Administrator)")])])])}),[],!1,null,null,null);t.default=o.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[63],{554:function(e,t,n){"use strict";n.r(t);var a=n(1),o=Object(a.a)({},(function(){var e=this,t=e.$createElement,n=e._self._c||t;return n("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[n("h1",{attrs:{id:"deploy-an-environment"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#deploy-an-environment"}},[e._v("#")]),e._v(" Deploy an Environment")]),e._v(" "),n("p",[e._v("All the following content follows Power Platform's best practices to meet all security and lifecycle management standards. Specific tenant situations may be consulted with NETWORG.")]),e._v(" "),n("h2",{attrs:{id:"introduction"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#introduction"}},[e._v("#")]),e._v(" Introduction")]),e._v(" "),n("p",[e._v("All Dataverse customizations published by NETWORG are distributed through managed solutions if technically possible. There are automated deployments to avoid unnecessary manual actions and smoothen up the release of a new application version.")]),e._v(" "),n("h2",{attrs:{id:"consent-application-registrations"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#consent-application-registrations"}},[e._v("#")]),e._v(" Consent Application Registrations")]),e._v(" "),n("p",[n("strong",[e._v("Following actions are done by the global (tenant) administrator")]),e._v(". (NETWORG offers full tenant management if the customer prefers this option)")]),e._v(" "),n("p",[e._v("Application registration allows to interact with customer's Dataverse environments without interactive access. The automated deployments are not possible without this step.")]),e._v(" "),n("ol",[n("li",[e._v("Consent application registrations by visiting following links\n"),n("ol",[n("li",[n("a",{attrs:{href:"https://talxis.com/add-deployment-app",target:"_blank",rel:"noopener noreferrer"}},[e._v("TALXIS Deployments"),n("OutboundLink")],1)]),e._v(" "),n("li",[n("a",{attrs:{href:"https://talxis.com/add-portals-app",target:"_blank",rel:"noopener noreferrer"}},[e._v("TALXIS Portals"),n("OutboundLink")],1)]),e._v(" "),n("li",[n("a",{attrs:{href:"https://talxis.com/add-metadata-app",target:"_blank",rel:"noopener noreferrer"}},[e._v("TALXIS Metadata Service"),n("OutboundLink")],1)])])])]),e._v(" "),n("p",[e._v("These applications cannot read any Dataverse data without creating application user on a specific environment and assigning it a proper security role.")]),e._v(" "),n("h2",{attrs:{id:"configure-an-existing-environment-for-the-deployment"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#configure-an-existing-environment-for-the-deployment"}},[e._v("#")]),e._v(" Configure an Existing Environment for the Deployment")]),e._v(" "),n("h3",{attrs:{id:"prerequisites"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#prerequisites"}},[e._v("#")]),e._v(" Prerequisites")]),e._v(" "),n("ol",[n("li",[n("RouterLink",{attrs:{to:"/en/developer-guide/applications/onboarding/provision-an-environment.html"}},[e._v("Provision an environment")])],1),e._v(" "),n("li",[n("RouterLink",{attrs:{to:"/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment.html"}},[e._v("Provide an interactive access to an environment")])],1)]),e._v(" "),n("p",[n("strong",[e._v("Following actions are done by the Dataverse environment System administrator")]),e._v(". (NETWORG performs these steps)")]),e._v(" "),n("h3",{attrs:{id:"manual-steps"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#manual-steps"}},[e._v("#")]),e._v(" Manual Steps")]),e._v(" "),n("ol",[n("li",[e._v("Go to "),n("code",[e._v("{environmentUrl}//main.aspx?app=d365default&forceUCI=0&newWindow=true&pagetype=entityrecord&etn=systemuser&formid=d26924ef-4d80-46f7-ab1d-e6ae80a54ce8")])]),e._v(" "),n("li",[e._v("Set "),n("em",[e._v("Application Id")]),e._v(" to "),n("em",[e._v("4ab337b1-27bc-421d-8d56-7462bbea9831")]),e._v(" "),n("img",{attrs:{src:"/.attachments/developer-guide/applications/onboarding/deploy-an-environment/application-user-form.png",alt:"Application user form"}})]),e._v(" "),n("li",[e._v("Save the form")]),e._v(" "),n("li",[e._v("Assign the appropriate security permissions and roles for deployment (System Administrator)")])])])}),[],!1,null,null,null);t.default=o.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Developsalesfromleadtocash--23ffff74.17563672.js b/assets/js/page-Developsalesfromleadtocash--23ffff74.a6f7384d.js
similarity index 94%
rename from assets/js/page-Developsalesfromleadtocash--23ffff74.17563672.js
rename to assets/js/page-Developsalesfromleadtocash--23ffff74.a6f7384d.js
index 15b5c7fb7..910bebeb7 100644
--- a/assets/js/page-Developsalesfromleadtocash--23ffff74.17563672.js
+++ b/assets/js/page-Developsalesfromleadtocash--23ffff74.a6f7384d.js
@@ -1 +1 @@
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[64],{667:function(e,s,t){"use strict";t.r(s);var o=t(1),a=Object(o.a)({},(function(){var e=this,s=e.$createElement,t=e._self._c||s;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"develop-sales-from-lead-to-cash"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#develop-sales-from-lead-to-cash"}},[e._v("#")]),e._v(" Develop sales from lead to cash")]),e._v(" "),t("p",[e._v("The "),t("strong",[e._v("Sales process")]),e._v(" can help you close more sales and achieve higher customer satisfaction. You can achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale. You also end up with a more complete history, which you can refer to later on if you plan to work with your customer again in the future, or if your customer needs support.")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/salesProcess.png",alt:"Sales process"}})])])}),[],!1,null,null,null);s.default=a.exports}}]);
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diff --git a/assets/js/page-DocumentTemplate--689dfb3c.c8289411.js b/assets/js/page-DocumentTemplate--689dfb3c.fd9bf803.js
similarity index 98%
rename from assets/js/page-DocumentTemplate--689dfb3c.c8289411.js
rename to assets/js/page-DocumentTemplate--689dfb3c.fd9bf803.js
index 35b5e793f..875913530 100644
--- a/assets/js/page-DocumentTemplate--689dfb3c.c8289411.js
+++ b/assets/js/page-DocumentTemplate--689dfb3c.fd9bf803.js
@@ -1 +1 @@
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\ No newline at end of file
diff --git a/assets/js/page-EmailDesigner--69c34db2.1344462f.js b/assets/js/page-EmailDesigner--69c34db2.74af7eba.js
similarity index 96%
rename from assets/js/page-EmailDesigner--69c34db2.1344462f.js
rename to assets/js/page-EmailDesigner--69c34db2.74af7eba.js
index c34aef67c..a913f2188 100644
--- a/assets/js/page-EmailDesigner--69c34db2.1344462f.js
+++ b/assets/js/page-EmailDesigner--69c34db2.74af7eba.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[66],{533:function(t,e,a){"use strict";a.r(e);var i=a(1),s=Object(i.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"email-designer"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#email-designer"}},[t._v("#")]),t._v(" Email Designer")]),t._v(" "),a("h1",{attrs:{id:"visual-example"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[t._v("#")]),t._v(" Visual Example")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/emaildesigner.png",alt:"Email Designer Displayed On Form"}})]),t._v(" "),a("h1",{attrs:{id:"description"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[t._v("#")]),t._v(" Description")]),t._v(" "),a("p",[t._v("This control is used to design custom email templates. It uses very user friendly email editor to achieve that. It auto saves changes to file on same entity so you are able to export HTML file of template you made.")]),t._v(" "),a("h1",{attrs:{id:"limitations"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#limitations"}},[t._v("#")]),t._v(" Limitations")]),t._v(" "),a("p",[t._v("If you want to import pictures, you need to import it in base64 format.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/emaildesignerimageimport.png",alt:"Email Designer Image Import"}})]),t._v(" "),a("p",[t._v("Also, don't forget to 1000000 since email editor component produces quite some metadata.")]),t._v(" "),a("h1",{attrs:{id:"binding-field"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[t._v("#")]),t._v(" Binding Field")]),t._v(" "),a("p",[t._v("Control can be binded to any field on form of type Multiple.")]),t._v(" "),a("h1",{attrs:{id:"inputs"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[t._v("#")]),t._v(" Inputs")]),t._v(" "),a("ul",[a("li",[t._v("File Attribute (SingleLine.Text) - Name of the attribute where HTML file will be saved")])])])}),[],!1,null,null,null);e.default=s.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[66],{535:function(t,e,a){"use strict";a.r(e);var i=a(1),s=Object(i.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"email-designer"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#email-designer"}},[t._v("#")]),t._v(" Email Designer")]),t._v(" "),a("h1",{attrs:{id:"visual-example"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[t._v("#")]),t._v(" Visual Example")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/emaildesigner.png",alt:"Email Designer Displayed On Form"}})]),t._v(" "),a("h1",{attrs:{id:"description"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[t._v("#")]),t._v(" Description")]),t._v(" "),a("p",[t._v("This control is used to design custom email templates. It uses very user friendly email editor to achieve that. It auto saves changes to file on same entity so you are able to export HTML file of template you made.")]),t._v(" "),a("h1",{attrs:{id:"limitations"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#limitations"}},[t._v("#")]),t._v(" Limitations")]),t._v(" "),a("p",[t._v("If you want to import pictures, you need to import it in base64 format.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/emaildesignerimageimport.png",alt:"Email Designer Image Import"}})]),t._v(" "),a("p",[t._v("Also, don't forget to 1000000 since email editor component produces quite some metadata.")]),t._v(" "),a("h1",{attrs:{id:"binding-field"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[t._v("#")]),t._v(" Binding Field")]),t._v(" "),a("p",[t._v("Control can be binded to any field on form of type Multiple.")]),t._v(" "),a("h1",{attrs:{id:"inputs"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[t._v("#")]),t._v(" Inputs")]),t._v(" "),a("ul",[a("li",[t._v("File Attribute (SingleLine.Text) - Name of the attribute where HTML file will be saved")])])])}),[],!1,null,null,null);e.default=s.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-EmailPicker--4c2e11a8.0c8912eb.js b/assets/js/page-EmailPicker--4c2e11a8.b8dcd1b3.js
similarity index 97%
rename from assets/js/page-EmailPicker--4c2e11a8.0c8912eb.js
rename to assets/js/page-EmailPicker--4c2e11a8.b8dcd1b3.js
index ac45603fd..48b640543 100644
--- a/assets/js/page-EmailPicker--4c2e11a8.0c8912eb.js
+++ b/assets/js/page-EmailPicker--4c2e11a8.b8dcd1b3.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[67],{535:function(i,e,t){"use strict";t.r(e);var a=t(1),r=Object(a.a)({},(function(){var i=this,e=i.$createElement,t=i._self._c||e;return t("ContentSlotsDistributor",{attrs:{"slot-key":i.$parent.slotKey}},[t("h1",{attrs:{id:"email-picker"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#email-picker"}},[i._v("#")]),i._v(" Email Picker")]),i._v(" "),t("h1",{attrs:{id:"visual-example"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[i._v("#")]),i._v(" Visual Example")]),i._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/applications/Controls/emailpickercontrol.png",alt:"Email Picker Displayed On Form"}})]),i._v(" "),t("h1",{attrs:{id:"description"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[i._v("#")]),i._v(" Description")]),i._v(" "),t("p",[i._v("This control is used to enter an emails in field. It is checking the format of email and also there is a function to verify the email.")]),i._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/applications/Controls/emailpickerverifying.png",alt:"Email Picker Displayed On Form"}})]),i._v(" "),t("h1",{attrs:{id:"binding-field"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[i._v("#")]),i._v(" Binding Field")]),i._v(" "),t("p",[i._v("Control can be binded to any field on form of type SingleLine.Text.")]),i._v(" "),t("h1",{attrs:{id:"inputs"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[i._v("#")]),i._v(" Inputs")]),i._v(" "),t("ul",[t("li",[i._v("Min Mail Count - Minimum of emails imputed")]),i._v(" "),t("li",[i._v("Max Mail Count - Maximum of emails that can be imputed")]),i._v(" "),t("li",[i._v("Verification Feature\n"),t("ul",[t("li",[i._v("Disabled (default)")]),i._v(" "),t("li",[i._v("Enabled")])])])]),i._v(" "),t("p",[i._v("Using Verifying")]),i._v(" "),t("ul",[t("li",[i._v("Entity Name - Entity name of the record the EmailPicker is on. Required if verification feature is enabled.")]),i._v(" "),t("li",[i._v("Record Id - Primary key of the record the EmailPicker is on. Required if verification feature is enabled.")])])])}),[],!1,null,null,null);e.default=r.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[67],{537:function(i,e,t){"use strict";t.r(e);var a=t(1),r=Object(a.a)({},(function(){var i=this,e=i.$createElement,t=i._self._c||e;return t("ContentSlotsDistributor",{attrs:{"slot-key":i.$parent.slotKey}},[t("h1",{attrs:{id:"email-picker"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#email-picker"}},[i._v("#")]),i._v(" Email Picker")]),i._v(" "),t("h1",{attrs:{id:"visual-example"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[i._v("#")]),i._v(" Visual Example")]),i._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/applications/Controls/emailpickercontrol.png",alt:"Email Picker Displayed On Form"}})]),i._v(" "),t("h1",{attrs:{id:"description"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[i._v("#")]),i._v(" Description")]),i._v(" "),t("p",[i._v("This control is used to enter an emails in field. It is checking the format of email and also there is a function to verify the email.")]),i._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/applications/Controls/emailpickerverifying.png",alt:"Email Picker Displayed On Form"}})]),i._v(" "),t("h1",{attrs:{id:"binding-field"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[i._v("#")]),i._v(" Binding Field")]),i._v(" "),t("p",[i._v("Control can be binded to any field on form of type SingleLine.Text.")]),i._v(" "),t("h1",{attrs:{id:"inputs"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[i._v("#")]),i._v(" Inputs")]),i._v(" "),t("ul",[t("li",[i._v("Min Mail Count - Minimum of emails imputed")]),i._v(" "),t("li",[i._v("Max Mail Count - Maximum of emails that can be imputed")]),i._v(" "),t("li",[i._v("Verification Feature\n"),t("ul",[t("li",[i._v("Disabled (default)")]),i._v(" "),t("li",[i._v("Enabled")])])])]),i._v(" "),t("p",[i._v("Using Verifying")]),i._v(" "),t("ul",[t("li",[i._v("Entity Name - Entity name of the record the EmailPicker is on. Required if verification feature is enabled.")]),i._v(" "),t("li",[i._v("Record Id - Primary key of the record the EmailPicker is on. Required if verification feature is enabled.")])])])}),[],!1,null,null,null);e.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-EmailTemplate--52ada982.dc315e21.js b/assets/js/page-EmailTemplate--52ada982.cf0103af.js
similarity index 98%
rename from assets/js/page-EmailTemplate--52ada982.dc315e21.js
rename to assets/js/page-EmailTemplate--52ada982.cf0103af.js
index deb9044cf..6d613677e 100644
--- a/assets/js/page-EmailTemplate--52ada982.dc315e21.js
+++ b/assets/js/page-EmailTemplate--52ada982.cf0103af.js
@@ -1 +1 @@
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\ No newline at end of file
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\ No newline at end of file
diff --git a/assets/js/page-Entity--46ec8184.81f4019d.js b/assets/js/page-Entity--46ec8184.4a3a096a.js
similarity index 99%
rename from assets/js/page-Entity--46ec8184.81f4019d.js
rename to assets/js/page-Entity--46ec8184.4a3a096a.js
index 68631962b..8454ebf19 100644
--- a/assets/js/page-Entity--46ec8184.81f4019d.js
+++ b/assets/js/page-Entity--46ec8184.4a3a096a.js
@@ -1 +1 @@
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"),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br"),s("span",{staticClass:"line-number"},[t._v("3")]),s("br"),s("span",{staticClass:"line-number"},[t._v("4")]),s("br"),s("span",{staticClass:"line-number"},[t._v("5")]),s("br"),s("span",{staticClass:"line-number"},[t._v("6")]),s("br"),s("span",{staticClass:"line-number"},[t._v("7")]),s("br"),s("span",{staticClass:"line-number"},[t._v("8")]),s("br"),s("span",{staticClass:"line-number"},[t._v("9")]),s("br"),s("span",{staticClass:"line-number"},[t._v("10")]),s("br"),s("span",{staticClass:"line-number"},[t._v("11")]),s("br"),s("span",{staticClass:"line-number"},[t._v("12")]),s("br"),s("span",{staticClass:"line-number"},[t._v("13")]),s("br"),s("span",{staticClass:"line-number"},[t._v("14")]),s("br"),s("span",{staticClass:"line-number"},[t._v("15")]),s("br"),s("span",{staticClass:"line-number"},[t._v("16")]),s("br"),s("span",{staticClass:"line-number"},[t._v("17")]),s("br"),s("span",{staticClass:"line-number"},[t._v("18")]),s("br"),s("span",{staticClass:"line-number"},[t._v("19")]),s("br"),s("span",{staticClass:"line-number"},[t._v("20")]),s("br")])])])])])]),t._v(" "),s("hr"),t._v(" "),s("h3",{attrs:{id:"formxml"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#formxml"}},[t._v("#")]),t._v(" "),s("strong",[t._v("FormXml")])]),t._v(" "),s("p",[t._v("Forms are part of presentation layer but there is one exception. You cannot import entity without forms (and views).")]),t._v(" "),s("p",[t._v("When you are creating new custom entity you will get these forms while exporting unmanaged solution from you DEV environment.")]),t._v(" "),s("p",[t._v("There are always 3 of them.")]),t._v(" "),s("ul",[s("li",[t._v("Main form (EntityName\\FormXml\\main\\ )")]),t._v(" "),s("li",[t._v("Quick View form (EntityName\\FormXml\\quick\\ )")]),t._v(" "),s("li",[t._v("Card form (EntityName\\FormXml\\card\\ )")])]),t._v(" "),s("p",[t._v("Make sure that you have them added in the entity folder.")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/MODEL_Forms.png",alt:"MODEL Forms"}})]),t._v(" "),s("p",[t._v("See "),s("strong",[t._v("Conventions")]),t._v(" below to find out how to add them properly.")]),t._v(" "),s("hr"),t._v(" "),s("h3",{attrs:{id:"savedqueries"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#savedqueries"}},[t._v("#")]),t._v(" "),s("strong",[t._v("SavedQueries")])]),t._v(" "),s("p",[t._v("As was mentioned above Views are necessary too while importing solution.")]),t._v(" "),s("p",[t._v("When you are creating new custom entity you will get these views too.")]),t._v(" "),s("p",[t._v("Make sure that you have them added in the Entity folder.")]),t._v(" "),s("p",[t._v("See "),s("strong",[t._v("Conventions")]),t._v(" below to find out how to add them properly.")]),t._v(" "),s("hr"),t._v(" "),s("h3",{attrs:{id:"formulas"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#formulas"}},[t._v("#")]),t._v(" "),s("strong",[t._v("Formulas")])]),t._v(" "),s("p",[t._v("Formulas folder contains .xaml definition of calculated or rollup fields. If you make one of these the definition will be exported with field.")]),t._v(" "),s("p",[t._v("See "),s("strong",[t._v("Conventions")]),t._v(" below to find out how to add them properly.")]),t._v(" "),s("hr"),t._v(" "),s("h2",{attrs:{id:"conventions"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#conventions"}},[t._v("#")]),t._v(" Conventions")]),t._v(" "),s("h3",{attrs:{id:"forms"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#forms"}},[t._v("#")]),t._v(" "),s("strong",[t._v("Forms")])]),t._v(" "),s("p",[t._v("Please follow conventions in: "),s("a",{attrs:{href:"https://docs.talxis.com/en/developer-guide/applications/solution-components/form/",target:"_blank",rel:"noopener noreferrer"}},[t._v("Forms"),s("OutboundLink")],1)]),t._v(" "),s("p",[t._v("Besides that there are few more conventions for model forms. These forms should never be used in presentation layer. These forms are just placeholders for solution import so you need to do some customizations to mark them for other developers.")]),t._v(" "),s("p",[t._v("They cannot be customized afterwards, cannot be deleted and others have to be sure on the first sight that they cannot use them.")]),t._v(" "),s("p",[t._v("Simply make sure that the last few rows of model definition look like this:")]),t._v(" "),s("div",{staticClass:"language-xml line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-xml"}},[s("code",[t._v("    "),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("IsCustomizable")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("0"),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("IsCustomizable")]),s("span",{pre:!0,attrs:{class:"token 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attr-name"}},[t._v("languagecode")]),s("span",{pre:!0,attrs:{class:"token attr-value"}},[s("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("1033"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("/>")])]),t._v("\n    "),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("Descriptions")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n  "),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("systemform")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n"),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token 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"),s("h3",{attrs:{id:"views"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#views"}},[t._v("#")]),t._v(" "),s("strong",[t._v("Views")])]),t._v(" "),s("p",[t._v("You can use exported views that was generated with new entity but there is one view generated with attribute "),s("code",[t._v("<isdefault>0</isdefault>")]),t._v(".")]),t._v(" "),s("p",[t._v("Simply delete this one and everything should be fine.")]),t._v(" "),s("p",[t._v("These views are again placeholders. Never customize them (Adding colums, custom filters, ordering,...).\nYou have to create new ones and put hem in presentation layer. Do not forget to change "),s("code",[t._v("<savedqueryid>")]),t._v(" to avoid duplicated guids when you are creating new views in code. Exported views from DEV environment are generated with new GUIDS.")]),t._v(" "),s("hr"),t._v(" "),s("h3",{attrs:{id:"formulas-2"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#formulas-2"}},[t._v("#")]),t._v(" "),s("strong",[t._v("Formulas")])]),t._v(" "),s("p",[t._v("As was described above Formulas are definition of calculated or rollup fields. You should not edit the definition inside the .xaml file if you are not completely sure about your actions. It is always better to change the definition in PowerApps editor.")]),t._v(" "),s("p",[t._v("There is one thing you should be aware of: Make sure that the file name is referenced in Fields parameter "),s("code",[t._v("<FormulaDefinitionFileName>")]),t._v(".")]),t._v(" "),s("p",[s("strong",[t._v("Example:")])]),t._v(" "),s("p",[t._v("The field "),s("strong",[t._v("talxis_gla")]),t._v(" of entity "),s("strong",[t._v("talxis_opportunityheader")]),t._v(" is a calculated field.")]),t._v(" "),s("p",[s("strong",[t._v("talxis_opportunitydetail-talxis_gla.xaml")]),t._v(" is the file with definition of the calculation stored in Formulas folder.")]),t._v(" "),s("p",[t._v("In entity.xml under the attributes is the definition of this field is the "),s("code",[t._v("<FormulaDefinitionFileName>")]),t._v(" parameter:")]),t._v(" "),s("div",{staticClass:"language-xml line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-xml"}},[s("code",[s("span",{pre:!0,attrs:{class:"token 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diff --git a/assets/js/page-EnvironmentTools--ecb6b964.6594d604.js b/assets/js/page-EnvironmentTools--ecb6b964.e3bab8d0.js
similarity index 99%
rename from assets/js/page-EnvironmentTools--ecb6b964.6594d604.js
rename to assets/js/page-EnvironmentTools--ecb6b964.e3bab8d0.js
index 8969cb201..8f17704c2 100644
--- a/assets/js/page-EnvironmentTools--ecb6b964.6594d604.js
+++ b/assets/js/page-EnvironmentTools--ecb6b964.e3bab8d0.js
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diff --git a/assets/js/page-Exportviewtoexcel--16edc802.b950f156.js b/assets/js/page-Exportviewtoexcel--16edc802.54bdfd67.js
similarity index 95%
rename from assets/js/page-Exportviewtoexcel--16edc802.b950f156.js
rename to assets/js/page-Exportviewtoexcel--16edc802.54bdfd67.js
index f38dee7f1..2a37263dd 100644
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diff --git a/assets/js/page-FileExplorer--6d3d3be2.88eff84a.js b/assets/js/page-FileExplorer--6d3d3be2.48e35f5d.js
similarity index 99%
rename from assets/js/page-FileExplorer--6d3d3be2.88eff84a.js
rename to assets/js/page-FileExplorer--6d3d3be2.48e35f5d.js
index 452940f0e..e26a49e8f 100644
--- a/assets/js/page-FileExplorer--6d3d3be2.88eff84a.js
+++ b/assets/js/page-FileExplorer--6d3d3be2.48e35f5d.js
@@ -1 +1 @@
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They are not missing; rather, they have been relocated to the configuration record.")]),t._v(" "),s("p",[t._v("An existing Collaboration Workspace Template record is necessary for File Explorer to function correctly.")]),t._v(" "),s("p",[t._v("Check "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces.html"}},[t._v("Collaboration Workspaces")]),t._v(" for more info.")],1),t._v(" "),s("h2",{attrs:{id:"general-overview"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#general-overview"}},[t._v("#")]),t._v(" General Overview")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_overview.png",alt:"File Explorer Structure"}})]),t._v(" "),s("p",[t._v("If we simplify the control then we have these general parts:")]),t._v(" "),s("ul",[s("li",[t._v("Header Command Bar")]),t._v(" "),s("li",[t._v("Breadcrumb")]),t._v(" "),s("li",[t._v("File Area")]),t._v(" "),s("li",[t._v("Item Command Bar (part of File Area)")]),t._v(" "),s("li",[t._v("Details Panel")])]),t._v(" "),s("h3",{attrs:{id:"header-command-bar"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#header-command-bar"}},[t._v("#")]),t._v(" Header Command Bar")]),t._v(" "),s("p",[t._v("This is a place for buttons which execute some actions.\nThose actions are done on "),s("strong",[t._v("selected items")]),t._v(".")]),t._v(" "),s("p",[t._v("By default when nothing is selected or you have only one item selected it looks like this:")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_headercommandbar_default.png",alt:"Default Header Command Bar"}})]),t._v(" "),s("p",[t._v("You can use these actions:")]),t._v(" "),s("ul",[s("li",[t._v("New")]),t._v(" "),s("li",[t._v("Upload")]),t._v(" "),s("li",[t._v("Sync to device")])]),t._v(" "),s("p",[t._v("If you have more than one item selected, the Item Command Bar next to the item name disappears, and buttons for supported actions appear in the Header Command Bar.\nIt looks like this:")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_headercommandbar_multiple.png",alt:"Multiple Selection Header Command Bar"}})]),t._v(" "),s("p",[t._v("You can use these actions:")]),t._v(" "),s("ul",[s("li",[t._v("New")]),t._v(" "),s("li",[t._v("Upload")]),t._v(" "),s("li",[t._v("Download")]),t._v(" "),s("li",[t._v("Delete")]),t._v(" "),s("li",[t._v("Move To")]),t._v(" "),s("li",[t._v("Copy To")]),t._v(" "),s("li",[t._v("ZIP Archive")]),t._v(" "),s("li",[t._v("Sync to device")])]),t._v(" "),s("h3",{attrs:{id:"breadcrumb"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#breadcrumb"}},[t._v("#")]),t._v(" Breadcrumb")]),t._v(" "),s("p",[t._v("This component is essentially a navigation property. 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They are not missing; rather, they have been relocated to the configuration record.")]),t._v(" "),s("p",[t._v("An existing Collaboration Workspace Template record is necessary for File Explorer to function correctly.")]),t._v(" "),s("p",[t._v("Check "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces.html"}},[t._v("Collaboration Workspaces")]),t._v(" for more info.")],1),t._v(" "),s("h2",{attrs:{id:"general-overview"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#general-overview"}},[t._v("#")]),t._v(" General Overview")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_overview.png",alt:"File Explorer Structure"}})]),t._v(" "),s("p",[t._v("If we simplify the control then we have these general parts:")]),t._v(" "),s("ul",[s("li",[t._v("Header Command Bar")]),t._v(" "),s("li",[t._v("Breadcrumb")]),t._v(" "),s("li",[t._v("File Area")]),t._v(" "),s("li",[t._v("Item Command Bar (part of File Area)")]),t._v(" "),s("li",[t._v("Details Panel")])]),t._v(" "),s("h3",{attrs:{id:"header-command-bar"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#header-command-bar"}},[t._v("#")]),t._v(" Header Command Bar")]),t._v(" "),s("p",[t._v("This is a place for buttons which execute some actions.\nThose actions are done on "),s("strong",[t._v("selected items")]),t._v(".")]),t._v(" "),s("p",[t._v("By default when nothing is selected or you have only one item selected it looks like this:")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_headercommandbar_default.png",alt:"Default Header Command Bar"}})]),t._v(" "),s("p",[t._v("You can use these actions:")]),t._v(" "),s("ul",[s("li",[t._v("New")]),t._v(" "),s("li",[t._v("Upload")]),t._v(" "),s("li",[t._v("Sync to device")])]),t._v(" "),s("p",[t._v("If you have more than one item selected, the Item Command Bar next to the item name disappears, and buttons for supported actions appear in the Header Command Bar.\nIt looks like this:")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_headercommandbar_multiple.png",alt:"Multiple Selection Header Command Bar"}})]),t._v(" "),s("p",[t._v("You can use these actions:")]),t._v(" "),s("ul",[s("li",[t._v("New")]),t._v(" "),s("li",[t._v("Upload")]),t._v(" "),s("li",[t._v("Download")]),t._v(" "),s("li",[t._v("Delete")]),t._v(" "),s("li",[t._v("Move To")]),t._v(" "),s("li",[t._v("Copy To")]),t._v(" "),s("li",[t._v("ZIP Archive")]),t._v(" "),s("li",[t._v("Sync to device")])]),t._v(" "),s("h3",{attrs:{id:"breadcrumb"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#breadcrumb"}},[t._v("#")]),t._v(" Breadcrumb")]),t._v(" "),s("p",[t._v("This component is essentially a navigation property. By default, only the root folder's name is displayed (or the overridden name if applicable). If you navigate to a specific folder, you can return to the previous level by clicking on the corresponding folder in the breadcrumb path.")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_breadcrumb.png",alt:"Breadcrumb"}})]),t._v(" "),s("p",[t._v('So for example in the screenshot above by clicking on "Contracts" you will go back to Contracts folder.')]),t._v(" "),s("h3",{attrs:{id:"file-area"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#file-area"}},[t._v("#")]),t._v(" File Area")]),t._v(" "),s("p",[t._v("The general appearance is similar to the File Picker control. You can select items, and by using Drag & Drop, you can upload new files. In addition to the existing features in the File Picker control, a new column is available to display the "),s("strong",[t._v("Version")]),t._v(".")]),t._v(" "),s("h4",{attrs:{id:"version"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#version"}},[t._v("#")]),t._v(" Version")]),t._v(" "),s("p",[t._v("The value is retrieved from SharePoint. Each time it is updated, the change is propagated to the connected talxis_file record where metadata is stored.")]),t._v(" "),s("h3",{attrs:{id:"item-command-bar"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#item-command-bar"}},[t._v("#")]),t._v(" Item Command Bar")]),t._v(" "),s("p",[t._v("Most of the command-related actions are executed through buttons. These buttons are filtered based on compatibility with the type of item. For example, folders have fewer options, such as Downloading as PDF, Printing, and Versioning.")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_itemheaderbar.png",alt:"Item Command Bar"}})]),t._v(" "),s("p",[t._v("This is the full list on actions available there:")]),t._v(" "),s("ul",[s("li",[t._v("Open\n"),s("ul",[s("li",[t._v("Document Preview")]),t._v(" "),s("li",[t._v("Desktop application")]),t._v(" "),s("li",[t._v("Web Editor")]),t._v(" "),s("li",[t._v("Sharepoint Folder")])])]),t._v(" "),s("li",[t._v("Sharing\n"),s("ul",[s("li",[t._v("Copy link")]),t._v(" "),s("li",[t._v("Add people and send")])])]),t._v(" "),s("li",[t._v("Delete")]),t._v(" "),s("li",[t._v("Rename")]),t._v(" "),s("li",[t._v("Move To")]),t._v(" "),s("li",[t._v("Copy To")]),t._v(" "),s("li",[t._v("Download\n"),s("ul",[s("li",[t._v("File as is")]),t._v(" "),s("li",[t._v("PDF")])])]),t._v(" "),s("li",[t._v("Convert\n"),s("ul",[s("li",[t._v("PDF")]),t._v(" "),s("li",[t._v("ZIP archive")])])]),t._v(" "),s("li",[t._v("Print")]),t._v(" "),s("li",[t._v("Versioning\n"),s("ul",[s("li",[t._v("Check Out/In")]),t._v(" "),s("li",[t._v("Show history")])])])]),t._v(" "),s("h3",{attrs:{id:"details-panel"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#details-panel"}},[t._v("#")]),t._v(" Details Panel")]),t._v(" "),s("p",[t._v('This is the area where you can view file metadata. By clicking on the "Info" icon in the upper right corner with the item selected, a panel will appear.')]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/FileExplorer/fileexplorer_detailspanel.png",alt:"Details Panel"}})]),t._v(" "),s("p",[t._v("In this example the default talxis_file form is used. You can change this default form in "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces.html"}},[t._v("Collaboration Workspace Template")]),t._v(".")],1),t._v(" "),s("h3",{attrs:{id:"what-now"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#what-now"}},[t._v("#")]),t._v(" What now?")]),t._v(" "),s("p",[t._v("Learn how to properly setup File Explorer via "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces.html"}},[t._v("Collaboration Workspace Template")]),t._v(".")],1),t._v(" "),s("p",[t._v("Browse through "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/actions.html"}},[t._v("capabilities")]),t._v(" of this control "),s("strong",[t._v("(WIP)")]),t._v(".")],1),t._v(" "),s("p",[t._v("Check "),s("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/FileExplorer/documenttemplating.html"}},[t._v("Document Templating")]),t._v(" to learn how to generate files from the File Explorer.")],1)])}),[],!1,null,null,null);a.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-FillExcelRepeaterinExcelTemplate--4523e6bc.b7118dce.js b/assets/js/page-FillExcelRepeaterinExcelTemplate--4523e6bc.4d72c928.js
similarity index 99%
rename from assets/js/page-FillExcelRepeaterinExcelTemplate--4523e6bc.b7118dce.js
rename to assets/js/page-FillExcelRepeaterinExcelTemplate--4523e6bc.4d72c928.js
index 0766f8a0d..8cd50b227 100644
--- a/assets/js/page-FillExcelRepeaterinExcelTemplate--4523e6bc.b7118dce.js
+++ b/assets/js/page-FillExcelRepeaterinExcelTemplate--4523e6bc.4d72c928.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[75],{588:function(e,t,a){"use strict";a.r(t);var o=a(1),r=Object(o.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"working-with-excel-connector"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#working-with-excel-connector"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Working with Excel connector")])]),e._v(" "),a("h2",{attrs:{id:"you-will-need"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#you-will-need"}},[e._v("#")]),e._v(" You will need:")]),e._v(" "),a("ul",[a("li",[e._v("TALXIS.Connectors.Excel.zip solution")]),e._v(" "),a("li",[e._v("Excel connector API key")]),e._v(" "),a("li",[e._v("Excel template document (see our example "),a("a",{attrs:{href:"/.attachments/LongList.xlsx"}},[e._v("LongList.xlsx")]),e._v(")")])]),e._v(" "),a("h1",{attrs:{id:"excel-template-preparation"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#excel-template-preparation"}},[e._v("#")]),e._v(" Excel Template Preparation")]),e._v(" "),a("h2",{attrs:{id:"set-template-properties"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#set-template-properties"}},[e._v("#")]),e._v(" Set template properties")]),e._v(" "),a("p",[e._v("We will start with the sheet TemplateConfiguration. You can set the properties of the excel filler here. Properties include:")]),e._v(" "),a("ul",[a("li",[e._v("RepeaterRange - a range of filler, e.g. how many rows or columns should be filled")]),e._v(" "),a("li",[e._v("RepeaterVertical - boolean, set if data are being filled vertically or horizontally")]),e._v(" "),a("li",[e._v("SheetName - the name of a target sheet")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel.png",alt:"image.png"}})]),e._v(" "),a("p",[e._v("In our case, we have set the filler to be Horizontal and to range from row 2 to row 32. Also notice that we are starting from column B, because column A should contain title information.")]),e._v(" "),a("p",[e._v("Column B, our first column of the repeater, contains liquid tags on what data should be filled in. Notice that formatting is not included in repeater must be done manually for each cell/row/column.")]),e._v(" "),a("h2",{attrs:{id:"fill-liquid-tags"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#fill-liquid-tags"}},[e._v("#")]),e._v(" Fill liquid tags")]),e._v(" "),a("p",[e._v("Check "),a("a",{attrs:{href:"https://shopify.github.io/liquid/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Shopify's docs"),a("OutboundLink")],1),e._v(" to see what is possible to do with tags, but be aware that we are using "),a("a",{attrs:{href:"https://github.com/dotliquid/dotliquid/wiki",target:"_blank",rel:"noopener noreferrer"}},[e._v("DotLiquid"),a("OutboundLink")],1),e._v(" and it doesn't have all Shopify's features implemented. To counter this, we have added "),a("a",{attrs:{href:"https://github.com/gimmi/DotLiquid.Extras/tree/master/src/DotLiquid.Extras.Tests",target:"_blank",rel:"noopener noreferrer"}},[e._v("\nDotLiquid.Extras"),a("OutboundLink")],1),e._v(" filters, which should substitute missing functionalities.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel1.png",alt:"image.png"}})]),e._v(" "),a("h2",{attrs:{id:"upload-image"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#upload-image"}},[e._v("#")]),e._v(" Upload image")]),e._v(" "),a("p",[e._v("Done! Let's upload the excel file to PowerApps. Use Advance Find to find entity Talxis Configuration - Document Generators, create a new record, and upload the excel file there. If you ever wish to replace the template doc, just replace it there.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel5.png",alt:"image.png"}})]),e._v(" "),a("h1",{attrs:{id:"creating-powerautomate-flow"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#creating-powerautomate-flow"}},[e._v("#")]),e._v(" Creating PowerAutomate Flow")]),e._v(" "),a("h2",{attrs:{id:"getting-the-template-document"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#getting-the-template-document"}},[e._v("#")]),e._v(" Getting the template document")]),e._v(" "),a("p",[e._v('In your flow, you need to get the document record first. You will need "list records" action to find the desired document, make the filters so that the one document you wish to use is returned, no more, no less.')]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel4.png",alt:"image.png"}})]),e._v(" "),a("p",[e._v('Then check if exactly one document was returned. If yes, download the contents of the record through the "Get file or image" action. Since we used list record action before, the record is stored in an array, thus use an expression to get the first item\'s id. Save the content of the returned file to a variable.')]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel3.png",alt:"image.png"}})]),e._v(" "),a("h2",{attrs:{id:"getting-data"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#getting-data"}},[e._v("#")]),e._v(" Getting data")]),e._v(" "),a("p",[e._v('Let us move to getting the data to be filled to your excel. You need data in JSON syntax. This isn\'t complicated, in CDS current environment use "list records" action, or get them from any other source, as long as the output is in JSON.')]),e._v(" "),a("h2",{attrs:{id:"common-issue"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#common-issue"}},[e._v("#")]),e._v(" Common issue")]),e._v(" "),a("p",[e._v("Sometimes you want to use formatted values in excel filler, but the liquid doesn't like periods and at signs (.@). The simplest way around this is to convert JSON to string, use replace action to get rid of the bad symbols, and then convert the string back to JSON. In the example below, we are replacing the whole part of '@OData.Community.Display.V1.FormattedValue' for '_label'")]),e._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[e._v("json(replace(string(items('Apply_to_each_3')), '@OData.Community.Display.V1.FormattedValue', '_label'))\n")])]),e._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[e._v("1")]),a("br")])]),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel2.png",alt:"image.png"}})]),e._v(" "),a("h2",{attrs:{id:"connector-input-output"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#connector-input-output"}},[e._v("#")]),e._v(" Connector Input/Output")]),e._v(" "),a("p",[e._v("Lets put all of our data to Fill Excel Repeater Template action.")]),e._v(" "),a("ul",[a("li",[e._v('Properties: take any data in JSON format. We are using formatted JSON from "list records" action.')]),e._v(" "),a("li",[e._v("Document: takes excel file in binary format. You will need to format the document variable before inserting!")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel6.png",alt:"image.png"}})]),e._v(" "),a("p",[e._v("To save or further process the filled document, use the output body of the Fill Excel Repeater Template action. You can save it to a record, send ut via email, or whatever your heart desires.")])])}),[],!1,null,null,null);t.default=r.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[75],{589:function(e,t,a){"use strict";a.r(t);var o=a(1),r=Object(o.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"working-with-excel-connector"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#working-with-excel-connector"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Working with Excel connector")])]),e._v(" "),a("h2",{attrs:{id:"you-will-need"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#you-will-need"}},[e._v("#")]),e._v(" You will need:")]),e._v(" "),a("ul",[a("li",[e._v("TALXIS.Connectors.Excel.zip solution")]),e._v(" "),a("li",[e._v("Excel connector API key")]),e._v(" "),a("li",[e._v("Excel template document (see our example "),a("a",{attrs:{href:"/.attachments/LongList.xlsx"}},[e._v("LongList.xlsx")]),e._v(")")])]),e._v(" "),a("h1",{attrs:{id:"excel-template-preparation"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#excel-template-preparation"}},[e._v("#")]),e._v(" Excel Template Preparation")]),e._v(" "),a("h2",{attrs:{id:"set-template-properties"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#set-template-properties"}},[e._v("#")]),e._v(" Set template properties")]),e._v(" "),a("p",[e._v("We will start with the sheet TemplateConfiguration. You can set the properties of the excel filler here. Properties include:")]),e._v(" "),a("ul",[a("li",[e._v("RepeaterRange - a range of filler, e.g. how many rows or columns should be filled")]),e._v(" "),a("li",[e._v("RepeaterVertical - boolean, set if data are being filled vertically or horizontally")]),e._v(" "),a("li",[e._v("SheetName - the name of a target sheet")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel.png",alt:"image.png"}})]),e._v(" "),a("p",[e._v("In our case, we have set the filler to be Horizontal and to range from row 2 to row 32. Also notice that we are starting from column B, because column A should contain title information.")]),e._v(" "),a("p",[e._v("Column B, our first column of the repeater, contains liquid tags on what data should be filled in. Notice that formatting is not included in repeater must be done manually for each cell/row/column.")]),e._v(" "),a("h2",{attrs:{id:"fill-liquid-tags"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#fill-liquid-tags"}},[e._v("#")]),e._v(" Fill liquid tags")]),e._v(" "),a("p",[e._v("Check "),a("a",{attrs:{href:"https://shopify.github.io/liquid/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Shopify's docs"),a("OutboundLink")],1),e._v(" to see what is possible to do with tags, but be aware that we are using "),a("a",{attrs:{href:"https://github.com/dotliquid/dotliquid/wiki",target:"_blank",rel:"noopener noreferrer"}},[e._v("DotLiquid"),a("OutboundLink")],1),e._v(" and it doesn't have all Shopify's features implemented. To counter this, we have added "),a("a",{attrs:{href:"https://github.com/gimmi/DotLiquid.Extras/tree/master/src/DotLiquid.Extras.Tests",target:"_blank",rel:"noopener noreferrer"}},[e._v("\nDotLiquid.Extras"),a("OutboundLink")],1),e._v(" filters, which should substitute missing functionalities.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel1.png",alt:"image.png"}})]),e._v(" "),a("h2",{attrs:{id:"upload-image"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#upload-image"}},[e._v("#")]),e._v(" Upload image")]),e._v(" "),a("p",[e._v("Done! Let's upload the excel file to PowerApps. Use Advance Find to find entity Talxis Configuration - Document Generators, create a new record, and upload the excel file there. If you ever wish to replace the template doc, just replace it there.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel5.png",alt:"image.png"}})]),e._v(" "),a("h1",{attrs:{id:"creating-powerautomate-flow"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#creating-powerautomate-flow"}},[e._v("#")]),e._v(" Creating PowerAutomate Flow")]),e._v(" "),a("h2",{attrs:{id:"getting-the-template-document"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#getting-the-template-document"}},[e._v("#")]),e._v(" Getting the template document")]),e._v(" "),a("p",[e._v('In your flow, you need to get the document record first. You will need "list records" action to find the desired document, make the filters so that the one document you wish to use is returned, no more, no less.')]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel4.png",alt:"image.png"}})]),e._v(" "),a("p",[e._v('Then check if exactly one document was returned. If yes, download the contents of the record through the "Get file or image" action. Since we used list record action before, the record is stored in an array, thus use an expression to get the first item\'s id. Save the content of the returned file to a variable.')]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel3.png",alt:"image.png"}})]),e._v(" "),a("h2",{attrs:{id:"getting-data"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#getting-data"}},[e._v("#")]),e._v(" Getting data")]),e._v(" "),a("p",[e._v('Let us move to getting the data to be filled to your excel. You need data in JSON syntax. This isn\'t complicated, in CDS current environment use "list records" action, or get them from any other source, as long as the output is in JSON.')]),e._v(" "),a("h2",{attrs:{id:"common-issue"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#common-issue"}},[e._v("#")]),e._v(" Common issue")]),e._v(" "),a("p",[e._v("Sometimes you want to use formatted values in excel filler, but the liquid doesn't like periods and at signs (.@). The simplest way around this is to convert JSON to string, use replace action to get rid of the bad symbols, and then convert the string back to JSON. In the example below, we are replacing the whole part of '@OData.Community.Display.V1.FormattedValue' for '_label'")]),e._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[e._v("json(replace(string(items('Apply_to_each_3')), '@OData.Community.Display.V1.FormattedValue', '_label'))\n")])]),e._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[e._v("1")]),a("br")])]),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel2.png",alt:"image.png"}})]),e._v(" "),a("h2",{attrs:{id:"connector-input-output"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#connector-input-output"}},[e._v("#")]),e._v(" Connector Input/Output")]),e._v(" "),a("p",[e._v("Lets put all of our data to Fill Excel Repeater Template action.")]),e._v(" "),a("ul",[a("li",[e._v('Properties: take any data in JSON format. We are using formatted JSON from "list records" action.')]),e._v(" "),a("li",[e._v("Document: takes excel file in binary format. You will need to format the document variable before inserting!")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ExcelConnector/Excel6.png",alt:"image.png"}})]),e._v(" "),a("p",[e._v("To save or further process the filled document, use the output body of the Fill Excel Repeater Template action. You can save it to a record, send ut via email, or whatever your heart desires.")])])}),[],!1,null,null,null);t.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-FillExcelTemplate--b9ad463c.ca5e14ae.js b/assets/js/page-FillExcelTemplate--b9ad463c.138acb86.js
similarity index 99%
rename from assets/js/page-FillExcelTemplate--b9ad463c.ca5e14ae.js
rename to assets/js/page-FillExcelTemplate--b9ad463c.138acb86.js
index 0858b5d75..f43a413d0 100644
--- a/assets/js/page-FillExcelTemplate--b9ad463c.ca5e14ae.js
+++ b/assets/js/page-FillExcelTemplate--b9ad463c.138acb86.js
@@ -1 +1 @@
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diff --git a/assets/js/page-FillWordTemplate--024b7e72.bcadccc2.js b/assets/js/page-FillWordTemplate--024b7e72.7292896f.js
similarity index 97%
rename from assets/js/page-FillWordTemplate--024b7e72.bcadccc2.js
rename to assets/js/page-FillWordTemplate--024b7e72.7292896f.js
index 237aa375b..56d35f3f4 100644
--- a/assets/js/page-FillWordTemplate--024b7e72.bcadccc2.js
+++ b/assets/js/page-FillWordTemplate--024b7e72.7292896f.js
@@ -1 +1 @@
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\ No newline at end of file
diff --git a/assets/js/page-Findyourcontractsandcommentsinoneplace--0a584822.efd26719.js b/assets/js/page-Findyourcontractsandcommentsinoneplace--0a584822.04f0c1d4.js
similarity index 97%
rename from assets/js/page-Findyourcontractsandcommentsinoneplace--0a584822.efd26719.js
rename to assets/js/page-Findyourcontractsandcommentsinoneplace--0a584822.04f0c1d4.js
index 83e5f7847..c5460da2a 100644
--- a/assets/js/page-Findyourcontractsandcommentsinoneplace--0a584822.efd26719.js
+++ b/assets/js/page-Findyourcontractsandcommentsinoneplace--0a584822.04f0c1d4.js
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-(window.webpackJsonp=window.webpackJsonp||[]).push([[78],{639:function(t,a,e){"use strict";e.r(a);var s=e(1),o=Object(s.a)({},(function(){var t=this,a=t.$createElement,e=t._self._c||a;return e("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[e("h1",{attrs:{id:"find-your-contracts-and-comments-in-one-place"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#find-your-contracts-and-comments-in-one-place"}},[t._v("#")]),t._v(" Find your contracts and comments in one place")]),t._v(" "),e("p",[t._v("In the "),e("strong",[t._v("My Contracts And Comments")]),t._v(" dashboard, you will find both contract and comment records that you need for your work.\nTo learn more about the dashboard, see "),e("a",{attrs:{href:"/en/user-guide/model-driven-apps/basic-app-elements/dashboards"}},[t._v("Dashboards")]),t._v(".")]),t._v(" "),e("h2",{attrs:{id:"where-to-find-the-dashboard"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#where-to-find-the-dashboard"}},[t._v("#")]),t._v(" Where to find the dashboard")]),t._v(" "),e("p",[t._v("The dashboard is in the sitemap as "),e("strong",[t._v("My Work")]),t._v(" in the "),e("strong",[t._v("Dashboard")]),t._v(" area.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/dashboard-1.png",alt:"Dashboard Location"}})]),t._v(" "),e("h2",{attrs:{id:"activities-dashboard"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#activities-dashboard"}},[t._v("#")]),t._v(" Activities Dashboard")]),t._v(" "),e("p",[t._v("If you need to work with your activities like tasks or emails, you can easily switch the "),e("strong",[t._v("My Contracts And Comments")]),t._v(" dashboard to "),e("strong",[t._v("Activities Dashboard")]),t._v(". Just click on the name of the dashboard, a dropwdown of dashboards will show up and you can choose the one with activities. You can learn more about this dashboard here: "),e("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/"}},[t._v("Activities Dashboard")]),t._v(".")],1),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/dashboard-2.png",alt:"Activities Dashboard"}})])])}),[],!1,null,null,null);a.default=o.exports}}]);
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diff --git a/assets/js/page-FormButton--fdd7d73c.daf9e9ac.js b/assets/js/page-FormButton--fdd7d73c.f0241fff.js
similarity index 96%
rename from assets/js/page-FormButton--fdd7d73c.daf9e9ac.js
rename to assets/js/page-FormButton--fdd7d73c.f0241fff.js
index 36a439980..5b4930858 100644
--- a/assets/js/page-FormButton--fdd7d73c.daf9e9ac.js
+++ b/assets/js/page-FormButton--fdd7d73c.f0241fff.js
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diff --git a/assets/js/page-Forms--49b887c8.56e9ad4d.js b/assets/js/page-Forms--49b887c8.7f1a1b5e.js
similarity index 98%
rename from assets/js/page-Forms--49b887c8.56e9ad4d.js
rename to assets/js/page-Forms--49b887c8.7f1a1b5e.js
index 1b092db59..0f8f1b0e9 100644
--- a/assets/js/page-Forms--49b887c8.56e9ad4d.js
+++ b/assets/js/page-Forms--49b887c8.7f1a1b5e.js
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diff --git a/assets/js/page-Gaininsightswithdashboards--02255e3c.0778483f.js b/assets/js/page-Gaininsightswithdashboards--02255e3c.839ebcaa.js
similarity index 97%
rename from assets/js/page-Gaininsightswithdashboards--02255e3c.0778483f.js
rename to assets/js/page-Gaininsightswithdashboards--02255e3c.839ebcaa.js
index d89d26c7a..b4874fb9d 100644
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+++ b/assets/js/page-Gaininsightswithdashboards--02255e3c.839ebcaa.js
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-(window.webpackJsonp=window.webpackJsonp||[]).push([[82],{666:function(t,e,a){"use strict";a.r(e);var s=a(1),r=Object(s.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"gain-insights-with-dashboards"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#gain-insights-with-dashboards"}},[t._v("#")]),t._v(" Gain insights with dashboards")]),t._v(" "),a("p",[t._v("In the sales overview you will see an overview of all opportunities in one place. You can easily find open opportunities, best customers by estimated value, opportunities and their process stage by owners etc.\nTo learn more about the dashboard, see "),a("a",{attrs:{href:"/en/user-guide/model-driven-apps/basic-app-elements/dashboards"}},[t._v("Dashboards")]),t._v(".")]),t._v(" "),a("h2",{attrs:{id:"where-to-find-sales-dashboards"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#where-to-find-sales-dashboards"}},[t._v("#")]),t._v(" Where to find sales dashboards")]),t._v(" "),a("p",[t._v("Dashboards are in the sitemap as "),a("strong",[t._v("Sales Overview")]),t._v(" in dashboards group.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/dashboardsNavigation.png",alt:"Dashboards navigation"}})]),t._v(" "),a("h2",{attrs:{id:"what-you-can-find-on-dashboards"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#what-you-can-find-on-dashboards"}},[t._v("#")]),t._v(" What you can find on dashboards")]),t._v(" "),a("p",[a("strong",[t._v("Your open opportunities")]),a("br"),t._v("\nHere you will find all your open opportunities. You can create new opportunities with the + "),a("strong",[t._v("New")]),t._v(" button. You can edit an opportunity by highlighting the line and pressing the "),a("strong",[t._v("Edit")]),t._v(" button. The table works as a subgrid, if you want to know more go to the "),a("a",{attrs:{href:"/en/user-guide/model-driven-apps/basic-app-elements/subgrid"}},[t._v("Subgrid")]),t._v(" page.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/myOpenOpp.png",alt:"My open opportunities"}})]),t._v(" "),a("p",[a("strong",[t._v("Estimated value by stage in current quarter")]),a("br"),t._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/estimatedValueByStageGraph.png",alt:"Estimated value by stage in current quarter"}})]),t._v(" "),a("p",[a("strong",[t._v("Top customers by estimated value of all open opportunities")]),a("br"),t._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/topCustomersGraph.png",alt:"Top customers by estimated value of all open opportunities"}})]),t._v(" "),a("p",[a("strong",[t._v("Opportunities by owner and stage in current quarter")]),a("br"),t._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/opportunitiesByOwnerGraph.png",alt:"Opportunities by owner and stage in current quarter"}})])])}),[],!1,null,null,null);e.default=r.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[82],{668:function(t,e,a){"use strict";a.r(e);var s=a(1),r=Object(s.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"gain-insights-with-dashboards"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#gain-insights-with-dashboards"}},[t._v("#")]),t._v(" Gain insights with dashboards")]),t._v(" "),a("p",[t._v("In the sales overview you will see an overview of all opportunities in one place. You can easily find open opportunities, best customers by estimated value, opportunities and their process stage by owners etc.\nTo learn more about the dashboard, see "),a("a",{attrs:{href:"/en/user-guide/model-driven-apps/basic-app-elements/dashboards"}},[t._v("Dashboards")]),t._v(".")]),t._v(" "),a("h2",{attrs:{id:"where-to-find-sales-dashboards"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#where-to-find-sales-dashboards"}},[t._v("#")]),t._v(" Where to find sales dashboards")]),t._v(" "),a("p",[t._v("Dashboards are in the sitemap as "),a("strong",[t._v("Sales Overview")]),t._v(" in dashboards group.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/dashboardsNavigation.png",alt:"Dashboards navigation"}})]),t._v(" "),a("h2",{attrs:{id:"what-you-can-find-on-dashboards"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#what-you-can-find-on-dashboards"}},[t._v("#")]),t._v(" What you can find on dashboards")]),t._v(" "),a("p",[a("strong",[t._v("Your open opportunities")]),a("br"),t._v("\nHere you will find all your open opportunities. You can create new opportunities with the + "),a("strong",[t._v("New")]),t._v(" button. You can edit an opportunity by highlighting the line and pressing the "),a("strong",[t._v("Edit")]),t._v(" button. The table works as a subgrid, if you want to know more go to the "),a("a",{attrs:{href:"/en/user-guide/model-driven-apps/basic-app-elements/subgrid"}},[t._v("Subgrid")]),t._v(" page.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/myOpenOpp.png",alt:"My open opportunities"}})]),t._v(" "),a("p",[a("strong",[t._v("Estimated value by stage in current quarter")]),a("br"),t._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/estimatedValueByStageGraph.png",alt:"Estimated value by stage in current quarter"}})]),t._v(" "),a("p",[a("strong",[t._v("Top customers by estimated value of all open opportunities")]),a("br"),t._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/topCustomersGraph.png",alt:"Top customers by estimated value of all open opportunities"}})]),t._v(" "),a("p",[a("strong",[t._v("Opportunities by owner and stage in current quarter")]),a("br"),t._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/opportunitiesByOwnerGraph.png",alt:"Opportunities by owner and stage in current quarter"}})])])}),[],!1,null,null,null);e.default=r.exports}}]);
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diff --git a/assets/js/page-GeneralAboutCustomControls--14630eb0.c076cf90.js b/assets/js/page-GeneralAboutCustomControls--14630eb0.c8bb3834.js
similarity index 98%
rename from assets/js/page-GeneralAboutCustomControls--14630eb0.c076cf90.js
rename to assets/js/page-GeneralAboutCustomControls--14630eb0.c8bb3834.js
index 2987ff38d..68c7e1a46 100644
--- a/assets/js/page-GeneralAboutCustomControls--14630eb0.c076cf90.js
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diff --git a/assets/js/page-Home--2700bc8f.9a9b1da1.js b/assets/js/page-Home--2700bc8f.971b8357.js
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diff --git a/assets/js/page-Howtohandlereviewcomment--6abd018c.8176f9dd.js b/assets/js/page-Howtohandlereviewcomment--6abd018c.77ec9cdb.js
similarity index 98%
rename from assets/js/page-Howtohandlereviewcomment--6abd018c.8176f9dd.js
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--- a/assets/js/page-Howtohandlereviewcomment--6abd018c.8176f9dd.js
+++ b/assets/js/page-Howtohandlereviewcomment--6abd018c.77ec9cdb.js
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diff --git a/assets/js/page-Icon--56b879dc.ab33d206.js b/assets/js/page-Icon--56b879dc.a3740025.js
similarity index 99%
rename from assets/js/page-Icon--56b879dc.ab33d206.js
rename to assets/js/page-Icon--56b879dc.a3740025.js
index 4a40e8efc..db39c6ec4 100644
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There are plenty of icons in TALXIS.")]),t._v(" "),s("p",[t._v("In case you need to add a new one you are free to use Office UI Fabric Icon Generator.\nWe have this handy tool pinned in tabs in INT006 - TALXIS Apps team (General channel).")]),t._v(" "),s("p",[t._v("Link: "),s("a",{attrs:{href:"https://teams.microsoft.com/l/entity/a6b63365-31a4-4f43-92ec-710b71557af9/_djb2_msteams_prefix_1846344613?context=%7B%22subEntityId%22%3Anull%2C%22channelId%22%3A%2219%3A65f6197f7c8f4840b5ee62407f277173%40thread.skype%22%7D&groupId=e5ff28e3-d44d-4faf-92fb-88c0409bf683&tenantId=67266d43-8de7-494d-9ed8-3d1bd3b3a764",target:"_blank",rel:"noopener noreferrer"}},[t._v("Office UI Fabric Icon Generator"),s("OutboundLink")],1)]),t._v(" "),s("h3",{attrs:{id:"svg-data-xml-file"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#svg-data-xml-file"}},[t._v("#")]),t._v(" "),s("strong",[t._v(".svg.data.xml file")])]),t._v(" "),s("hr"),t._v(" "),s("h4",{attrs:{id:"icon-id"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#icon-id"}},[t._v("#")]),t._v(" "),s("strong",[t._v("Icon Id")])]),t._v(" "),s("p",[t._v("Make sure that GUID in "),s("code",[t._v("<WebResourceId>")]),t._v(" is unique.")]),t._v(" "),s("p",[s("strong",[t._v("Example:")])]),t._v(" "),s("div",{staticClass:"language-xml line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-xml"}},[s("code",[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("WebResourceId")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("{3d4967df-91a3-4f86-ba43-f7cc78ad97bd}"),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("WebResourceId")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("h4",{attrs:{id:"name-parameter"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#name-parameter"}},[t._v("#")]),t._v(" "),s("strong",[t._v("Name Parameter")])]),t._v(" "),s("p",[t._v("This parameter references the definition of the icon so it has to match with .svg file name.")]),t._v(" "),s("p",[s("strong",[t._v("Example:")])]),t._v(" "),s("div",{staticClass:"language-xml line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-xml"}},[s("code",[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("Name")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("talxis_taskicon.svg"),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("Name")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("h4",{attrs:{id:"filename-parameter"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#filename-parameter"}},[t._v("#")]),t._v(" "),s("strong",[t._v("FileName Parameter")])]),t._v(" "),s("p",[t._v("This parameter should reference to the defition of the Icon. Hovewer we find out that mistakes in this parameter do not cause failure of the icon.")]),t._v(" "),s("p",[t._v("On the other hand please be responsible and use this format:")]),t._v(" "),s("blockquote",[s("p",[t._v("/WebResources/{Icon File name}{svg}{WerResourceID in UpperCase}")])]),t._v(" "),s("p",[s("strong",[t._v("Example:")])]),t._v(" "),s("div",{staticClass:"language-xml line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-xml"}},[s("code",[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("FileName")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("/WebResources/talxis_taskiconsvg3D4967DF-91A3-4F86-BA43-F7CC78AD97BD"),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("FileName")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("hr"),t._v(" "),s("h2",{attrs:{id:"presentation-model"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#presentation-model"}},[t._v("#")]),t._v(" Presentation/Model")]),t._v(" "),s("p",[t._v("Icons are somehow part of presentation layer but it will be better to put their definitions in model layer. In TALXIS you will often find icons in presentation layer but we try to put them in model nowadays.")]),t._v(" "),s("p",[t._v("You can use an icon as "),s("strong",[t._v("main icon for an entity")]),t._v(".\nSince entity definition is placed in model layer you have to put your icon in model layer too.")]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/IconPlacement.png",alt:"Icon Placement"}})]),t._v(" "),s("p",[t._v("You can see that in this case one icon is placed in MODEL (model layer) and one in APPS (presentation layer).")]),t._v(" "),s("h3",{attrs:{id:"presentation-icons"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#presentation-icons"}},[t._v("#")]),t._v(" "),s("strong",[t._v("Presentation Icons")])]),t._v(" "),s("p",[t._v("To set "),s("strong",[t._v("specific icon")]),t._v(" for "),s("strong",[t._v("SubArea of a "),s("a",{attrs:{href:"https://docs.talxis.com/en/developer-guide/applications/solution-components/appmodule/#sitemap",target:"_blank",rel:"noopener 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tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("IconSmallName")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n"),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("IconVectorName")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("talxis_contract.svg"),s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token tag"}},[s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("IconVectorName")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br"),s("span",{staticClass:"line-number"},[t._v("3")]),s("br")])]),s("p",[t._v("Thanks to the reference in "),s("strong",[t._v("Entity.xml")]),t._v(" this icon will be used by default in "),s("strong",[t._v("SiteMap")]),t._v("(Just in case you reference the entity. If you specify URL you need to do go same as with presentation icons). You do not have to reference it in "),s("strong",[t._v("SiteMap")]),t._v(" as you have to do with "),s("strong",[t._v("icons in presentation layer")]),t._v(".")]),t._v(" "),s("p",[t._v("However you are able to set only "),s("strong",[t._v("one icon")]),t._v(" for the "),s("strong",[t._v("entity")]),t._v(". To change the icon you have to use "),s("strong",[t._v("icons in presentation layer")]),t._v(".")])])}),[],!1,null,null,null);a.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-ImageConnector--1def9efc.b5026ced.js b/assets/js/page-ImageConnector--1def9efc.553931f2.js
similarity index 98%
rename from assets/js/page-ImageConnector--1def9efc.b5026ced.js
rename to assets/js/page-ImageConnector--1def9efc.553931f2.js
index 26e40f231..89c7d8bb4 100644
--- a/assets/js/page-ImageConnector--1def9efc.b5026ced.js
+++ b/assets/js/page-ImageConnector--1def9efc.553931f2.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[91],{608:function(e,t,a){"use strict";a.r(t);var o=a(1),r=Object(o.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"working-with-image-connector"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#working-with-image-connector"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Working with Image connector")])]),e._v(" "),a("h2",{attrs:{id:"image-sources"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#image-sources"}},[e._v("#")]),e._v(" Image sources")]),e._v(" "),a("p",[e._v("Connector can work with either:")]),e._v(" "),a("ol",[a("li",[e._v("URL of source image")]),e._v(" "),a("li",[e._v('Base64 - e.g. output of "Get file or image content" action in PowerAutomate')])]),e._v(" "),a("h2",{attrs:{id:"property-tranformation"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#property-tranformation"}},[e._v("#")]),e._v(" Property tranformation")]),e._v(" "),a("p",[e._v("With image connector you can transform several properties of the image:")]),e._v(" "),a("ol",[a("li",[e._v("Width and Height - in pixels. If desired resolution changes aspect ratio of image, the result will be stretched. If you do not want stretched images, insert resolution that has same aspect ratio as original image. See example of common resolutions for 16:9 aspect ratio "),a("a",{attrs:{href:"https://en.wikipedia.org/wiki/16:9_aspect_ratio#Common_resolutions",target:"_blank",rel:"noopener noreferrer"}},[e._v("here"),a("OutboundLink")],1)]),e._v(" "),a("li",[e._v("DPI - must be calculated to specific needs. E.g. when printing on A4, you probably won't need more than 300dpi")]),e._v(" "),a("li",[e._v("Quality - from 0 (maximum compression) to 100 (original quality).")])]),e._v(" "),a("h1",{attrs:{id:"step-1-get-the-image"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#step-1-get-the-image"}},[e._v("#")]),e._v(" Step 1: Get the image")]),e._v(" "),a("p",[e._v("In this example we will be using image from Dataverse. Do not forget to check that a file has been actually uploaded to the record, othwise your flow will fail eventually.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ImageConnector/Image3.png",alt:"image.png"}})]),e._v(" "),a("h1",{attrs:{id:"step-2-insert-the-base64-of-image"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#step-2-insert-the-base64-of-image"}},[e._v("#")]),e._v(" Step 2: Insert the base64 of image")]),e._v(" "),a("p",[e._v("Be sure to use base64 of the image as input. You will likely not be able to use dynamic content from previous action. You will have to parse it first or use an expression. In example here, we are using an expression below, which specifies the path to the base64 of image in JSON output of previous action.")]),e._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[e._v("outputs('Get_image_content')?['body/$content']\n")])]),e._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[e._v("1")]),a("br")])]),a("p",[e._v("Secondly, to work with output image from the connector you will HTTP action, because the processed image is stored on a server and not directly returned. Use method Get and URI is body of image connector output. You will be using output of this HTTP action for further work with image.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ImageConnector/Image2.png",alt:"image.png"}})]),e._v(" "),a("h1",{attrs:{id:"step-3-work-with-image"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#step-3-work-with-image"}},[e._v("#")]),e._v(" Step 3: Work with image")]),e._v(" "),a("p",[e._v("Now you are free to use the transformed image as you wish. Check the transformation and make sure that it looks as desired, if not just play a bit with properties in image connector.")]),e._v(" "),a("p",[e._v("The image itself can be again accessed through expression or parsed JSON. Expression to base64 of image is below:")]),e._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[e._v("outputs('HTTP')?['body']['$content'])\n")])]),e._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[e._v("1")]),a("br")])]),a("p",[e._v("In our case we are adding it to an array of images through expression bellow:")]),e._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[e._v("setProperty(variables('Helper image variable'), 'value', outputs('HTTP')?['body']['$content'])\n")])]),e._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[e._v("1")]),a("br")])]),a("p",[a("img",{attrs:{src:"/.attachments/ImageConnector/Image1.png",alt:"image.png"}})]),e._v(" "),a("p",[e._v("Such array can be then used as input for other actions, such as PowerPoint Filler or "),a("RouterLink",{attrs:{to:"/en/developer-guide/integration/components/connector/src\\en\\developer-guide\\integration\\components\\connector\\excelconnector.html"}},[e._v("Excel Connector")])],1)])}),[],!1,null,null,null);t.default=r.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[91],{609:function(e,t,a){"use strict";a.r(t);var o=a(1),r=Object(o.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"working-with-image-connector"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#working-with-image-connector"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Working with Image connector")])]),e._v(" "),a("h2",{attrs:{id:"image-sources"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#image-sources"}},[e._v("#")]),e._v(" Image sources")]),e._v(" "),a("p",[e._v("Connector can work with either:")]),e._v(" "),a("ol",[a("li",[e._v("URL of source image")]),e._v(" "),a("li",[e._v('Base64 - e.g. output of "Get file or image content" action in PowerAutomate')])]),e._v(" "),a("h2",{attrs:{id:"property-tranformation"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#property-tranformation"}},[e._v("#")]),e._v(" Property tranformation")]),e._v(" "),a("p",[e._v("With image connector you can transform several properties of the image:")]),e._v(" "),a("ol",[a("li",[e._v("Width and Height - in pixels. 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Do not forget to check that a file has been actually uploaded to the record, othwise your flow will fail eventually.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ImageConnector/Image3.png",alt:"image.png"}})]),e._v(" "),a("h1",{attrs:{id:"step-2-insert-the-base64-of-image"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#step-2-insert-the-base64-of-image"}},[e._v("#")]),e._v(" Step 2: Insert the base64 of image")]),e._v(" "),a("p",[e._v("Be sure to use base64 of the image as input. You will likely not be able to use dynamic content from previous action. You will have to parse it first or use an expression. 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Expression to base64 of image is below:")]),e._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[e._v("outputs('HTTP')?['body']['$content'])\n")])]),e._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[e._v("1")]),a("br")])]),a("p",[e._v("In our case we are adding it to an array of images through expression bellow:")]),e._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[e._v("setProperty(variables('Helper image variable'), 'value', outputs('HTTP')?['body']['$content'])\n")])]),e._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[e._v("1")]),a("br")])]),a("p",[a("img",{attrs:{src:"/.attachments/ImageConnector/Image1.png",alt:"image.png"}})]),e._v(" "),a("p",[e._v("Such array can be then used as input for other actions, such as PowerPoint Filler or "),a("RouterLink",{attrs:{to:"/en/developer-guide/integration/components/connector/src\\en\\developer-guide\\integration\\components\\connector\\excelconnector.html"}},[e._v("Excel Connector")])],1)])}),[],!1,null,null,null);t.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-InfoCard--4056c522.9b1e813d.js b/assets/js/page-InfoCard--4056c522.cd097c69.js
similarity index 97%
rename from assets/js/page-InfoCard--4056c522.9b1e813d.js
rename to assets/js/page-InfoCard--4056c522.cd097c69.js
index 7402a43e8..e6aebd27f 100644
--- a/assets/js/page-InfoCard--4056c522.9b1e813d.js
+++ b/assets/js/page-InfoCard--4056c522.cd097c69.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[92],{540:function(t,e,n){"use strict";n.r(e);var i=n(1),o=Object(i.a)({},(function(){var t=this,e=t.$createElement,n=t._self._c||e;return n("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[n("h1",{attrs:{id:"info-card"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#info-card"}},[t._v("#")]),t._v(" Info Card")]),t._v(" "),n("p",[t._v("This control displays basic contact/account information in the form of a card. If control is bound for SingleLine.Text, it displays information of the current user/account. By binding the control to the lookup field, it is possible to display the information of any contact/account.")]),t._v(" "),n("img",{attrs:{src:"/.attachments/applications/controls/InfoCard/accountinfocard.png",height:"300px"}}),t._v(" "),n("img",{attrs:{src:"/.attachments/applications/controls/InfoCard/contactinfocard.png",height:"300px"}}),t._v(" "),n("h1",{attrs:{id:"bindings"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#bindings"}},[t._v("#")]),t._v(" Bindings")]),t._v(" "),n("table",[n("thead",[n("tr",[n("th",[t._v("Property Name")]),t._v(" "),n("th",[t._v("Description")]),t._v(" "),n("th",[t._v("Of Type")]),t._v(" "),n("th",[t._v("Input")]),t._v(" "),n("th",[t._v("Usage")]),t._v(" "),n("th",[t._v("Required")])])]),t._v(" "),n("tbody",[n("tr",[n("td",[t._v("bindingField")]),t._v(" "),n("td",[t._v("Binding field.")]),t._v(" "),n("td",[n("p",[n("code",[t._v("SingleLine.Text")])]),t._v(" "),n("p",[n("code",[t._v("Lookup.Simple")])])]),t._v(" "),n("td"),t._v(" "),n("td",[n("code",[t._v("bound")])]),t._v(" "),n("td",[n("code",[t._v("true")])])]),t._v(" "),n("tr",[n("td",[t._v("mode")]),t._v(" "),n("td",[t._v("Mode decides what the card will display (account, contact)")]),t._v(" "),n("td",[n("code",[t._v("Enum")])]),t._v(" "),n("td",[n("p",[n("code",[t._v("contact")])]),t._v(" "),n("p",[n("code",[t._v("account")])])]),t._v(" "),n("td",[n("code",[t._v("input")])]),t._v(" "),n("td",[n("code",[t._v("false")])])]),t._v(" "),n("tr",[n("td",[t._v("fetchXml")]),t._v(" "),n("td",[t._v("FetchXML Query for filtering and displaying attributes.")]),t._v(" "),n("td",[n("code",[t._v("SingleLine.Text")])]),t._v(" "),n("td",[n("pre",[n("code",[t._v('<fetch version="1.0" mapping="logical">\n  <entity name="contact">\n    <attribute name="emailaddress1" />\n    <attribute name="emailaddress2" />\n    <attribute name="mobilephone" />\n  </entity>\n</fetch>')])])]),t._v(" "),n("td",[n("code",[t._v("input")])]),t._v(" "),n("td",[n("code",[t._v("false")])])]),t._v(" "),n("tr",[n("td",[t._v("actionLink")]),t._v(" "),n("td",[t._v("Link for contact/account profile editing.")]),t._v(" "),n("td",[n("code",[t._v("SingleLine.Text")])]),t._v(" "),n("td"),t._v(" "),n("td",[n("code",[t._v("input")])]),t._v(" "),n("td",[n("code",[t._v("false")])])])])])])}),[],!1,null,null,null);e.default=o.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[92],{542:function(t,e,n){"use strict";n.r(e);var i=n(1),o=Object(i.a)({},(function(){var t=this,e=t.$createElement,n=t._self._c||e;return n("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[n("h1",{attrs:{id:"info-card"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#info-card"}},[t._v("#")]),t._v(" Info Card")]),t._v(" "),n("p",[t._v("This control displays basic contact/account information in the form of a card. If control is bound for SingleLine.Text, it displays information of the current user/account. By binding the control to the lookup field, it is possible to display the information of any contact/account.")]),t._v(" "),n("img",{attrs:{src:"/.attachments/applications/controls/InfoCard/accountinfocard.png",height:"300px"}}),t._v(" "),n("img",{attrs:{src:"/.attachments/applications/controls/InfoCard/contactinfocard.png",height:"300px"}}),t._v(" "),n("h1",{attrs:{id:"bindings"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#bindings"}},[t._v("#")]),t._v(" Bindings")]),t._v(" "),n("table",[n("thead",[n("tr",[n("th",[t._v("Property Name")]),t._v(" "),n("th",[t._v("Description")]),t._v(" "),n("th",[t._v("Of Type")]),t._v(" "),n("th",[t._v("Input")]),t._v(" "),n("th",[t._v("Usage")]),t._v(" "),n("th",[t._v("Required")])])]),t._v(" "),n("tbody",[n("tr",[n("td",[t._v("bindingField")]),t._v(" "),n("td",[t._v("Binding field.")]),t._v(" "),n("td",[n("p",[n("code",[t._v("SingleLine.Text")])]),t._v(" "),n("p",[n("code",[t._v("Lookup.Simple")])])]),t._v(" "),n("td"),t._v(" "),n("td",[n("code",[t._v("bound")])]),t._v(" "),n("td",[n("code",[t._v("true")])])]),t._v(" "),n("tr",[n("td",[t._v("mode")]),t._v(" "),n("td",[t._v("Mode decides what the card will display (account, contact)")]),t._v(" "),n("td",[n("code",[t._v("Enum")])]),t._v(" "),n("td",[n("p",[n("code",[t._v("contact")])]),t._v(" "),n("p",[n("code",[t._v("account")])])]),t._v(" "),n("td",[n("code",[t._v("input")])]),t._v(" "),n("td",[n("code",[t._v("false")])])]),t._v(" "),n("tr",[n("td",[t._v("fetchXml")]),t._v(" "),n("td",[t._v("FetchXML Query for filtering and displaying attributes.")]),t._v(" "),n("td",[n("code",[t._v("SingleLine.Text")])]),t._v(" "),n("td",[n("pre",[n("code",[t._v('<fetch version="1.0" mapping="logical">\n  <entity name="contact">\n    <attribute name="emailaddress1" />\n    <attribute name="emailaddress2" />\n    <attribute name="mobilephone" />\n  </entity>\n</fetch>')])])]),t._v(" "),n("td",[n("code",[t._v("input")])]),t._v(" "),n("td",[n("code",[t._v("false")])])]),t._v(" "),n("tr",[n("td",[t._v("actionLink")]),t._v(" "),n("td",[t._v("Link for contact/account profile editing.")]),t._v(" "),n("td",[n("code",[t._v("SingleLine.Text")])]),t._v(" "),n("td"),t._v(" "),n("td",[n("code",[t._v("input")])]),t._v(" "),n("td",[n("code",[t._v("false")])])])])])])}),[],!1,null,null,null);e.default=o.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Integrace--8c67a78a.d8aae79b.js b/assets/js/page-Integrace--8c67a78a.0bab94f5.js
similarity index 99%
rename from assets/js/page-Integrace--8c67a78a.d8aae79b.js
rename to assets/js/page-Integrace--8c67a78a.0bab94f5.js
index 76762464b..c78b10d1e 100644
--- a/assets/js/page-Integrace--8c67a78a.d8aae79b.js
+++ b/assets/js/page-Integrace--8c67a78a.0bab94f5.js
@@ -1 +1 @@
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Haec vulneret quam libratum homo pede arbore tu manus membrisque iuveni Clymeneia se cepi unda, iustae? Et genitor humanaeve undis "),t("strong",[e._v("Dicta limina")]),e._v(" vinoque vestigia decorum nulla ars. Pectora sede: quoque magnum Persidaque in suos, adiciunt tenebor.")]),e._v(" "),t("p",[e._v("Formidine humo velle vulnera remotis admonitu suo mora vivo ubi. Libidine et mittor Orphei nulla. Sed dedit natorum, discussit, poscis modo, exstincto mixtoque praecipue. Aestu fundae pampineis cupiens Achillis, qua inclusa multis, "),t("em",[e._v("colorque")]),e._v(", Ereboque tibi habetis quoque.")]),e._v(" "),t("blockquote",[t("p",[e._v("There should be no margin above this first sentence.")]),e._v(" "),t("p",[e._v("Blockquotes should be a lighter gray with a border along the left side in the secondary color.")]),e._v(" "),t("p",[e._v("There should be no margin below this final sentence.")])]),e._v(" "),t("h2",{attrs:{id:"first-header-2"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#first-header-2"}},[e._v("#")]),e._v(" First Header 2")]),e._v(" "),t("p",[e._v("This is a normal paragraph following a header. Victrix tridentigero corripuere messibus, una rector, me se Iovis. "),t("em",[e._v("Dixit nocte tetigit")]),e._v(" circumtulit visa alto limina, letique Erigoneque dumque. Verba qua acre castique cycno talia fuga exul ora pars Neritius Ioles; "),t("strong",[e._v("modo")]),e._v(". Solacia fores servat querno tamen! 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(Pretty Young Thing), The Lady in My Life")])]),e._v(" "),t("tr",[t("td",[e._v("Prince")]),e._v(" "),t("td",[e._v("Purple Rain")]),e._v(" "),t("td",[e._v("1984")]),e._v(" "),t("td",[e._v("Warner Brothers Records")]),e._v(" "),t("td",[e._v("Grammy Award for Best Score Soundtrack for Visual Media, American Music Award for Favorite Pop/Rock Album, American Music Award for Favorite Soul/R&B Album, Brit Award for Best Soundtrack/Cast Recording, Grammy Award for Best Rock Performance by a Duo or Group with Vocal")]),e._v(" "),t("td",[e._v("Let's Go Crazy, Take Me With U, The Beautiful Ones, Computer Blue, Darling Nikki, When Doves Cry, I Would Die 4 U, Baby I'm a Star, Purple Rain")])]),e._v(" "),t("tr",[t("td",[e._v("Beastie Boys")]),e._v(" "),t("td",[e._v("License to Ill")]),e._v(" "),t("td",[e._v("1986")]),e._v(" "),t("td",[e._v("Mercury Records")]),e._v(" "),t("td",[e._v("noawardsbutthistablecelliswide")]),e._v(" "),t("td",[e._v("Rhymin & Stealin, The New Style, She's Crafty, Posse in 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"),t("div",{staticClass:"line-numbers-wrapper"},[t("span",{staticClass:"line-number"},[e._v("1")]),t("br"),t("span",{staticClass:"line-number"},[e._v("2")]),t("br"),t("span",{staticClass:"line-number"},[e._v("3")]),t("br"),t("span",{staticClass:"line-number"},[e._v("4")]),t("br"),t("span",{staticClass:"line-number"},[e._v("5")]),t("br"),t("span",{staticClass:"line-number"},[e._v("6")]),t("br"),t("span",{staticClass:"line-number"},[e._v("7")]),t("br"),t("span",{staticClass:"line-number"},[e._v("8")]),t("br"),t("span",{staticClass:"line-number"},[e._v("9")]),t("br"),t("span",{staticClass:"line-number"},[e._v("10")]),t("br"),t("span",{staticClass:"line-number"},[e._v("11")]),t("br"),t("span",{staticClass:"line-number"},[e._v("12")]),t("br"),t("span",{staticClass:"line-number"},[e._v("13")]),t("br")])]),t("div",{staticClass:"language- line-numbers-mode"},[t("pre",{pre:!0,attrs:{class:"language-text"}},[t("code",[e._v("Long, single-line code blocks should not wrap. They should horizontally scroll if they are too long. This line should be long enough to demonstrate this.\n")])]),e._v(" "),t("div",{staticClass:"line-numbers-wrapper"},[t("span",{staticClass:"line-number"},[e._v("1")]),t("br")])]),t("p",[e._v("Inline code inside table cells should still be distinguishable.")]),e._v(" "),t("table",[t("thead",[t("tr",[t("th",[e._v("Language")]),e._v(" "),t("th",[e._v("Code")])])]),e._v(" "),t("tbody",[t("tr",[t("td",[e._v("Javascript")]),e._v(" "),t("td",[t("code",[e._v('var foo = "bar";')])])]),e._v(" "),t("tr",[t("td",[e._v("Ruby")]),e._v(" "),t("td",[t("code",[e._v('foo = "bar"{')])])])])]),e._v(" "),t("hr"),e._v(" "),t("p",[e._v("Small images should be shown at their actual size.")]),e._v(" "),t("p",[t("img",{attrs:{src:"https://upload.wikimedia.org/wikipedia/commons/thumb/9/9e/Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg/240px-Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg",alt:""}})]),e._v(" "),t("p",[e._v("Large images should always scale down and fit in the content container.")]),e._v(" "),t("p",[t("img",{attrs:{src:"https://upload.wikimedia.org/wikipedia/commons/thumb/9/9e/Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg/1024px-Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg",alt:""}})]),e._v(" "),t("p",[t("em",[e._v("The photo above of the Spruce Picea abies shoot with foliage buds: Bjørn Erik Pedersen, CC-BY-SA.")])]),e._v(" "),t("h2",{attrs:{id:"components"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#components"}},[e._v("#")]),e._v(" Components")]),e._v(" "),t("h2",{attrs:{id:"another-heading"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#another-heading"}},[e._v("#")]),e._v(" Another Heading")]),e._v(" "),t("p",[e._v("Add some sections here to see how the ToC looks like. Bacon ipsum dolor sit amet t-bone doner shank drumstick, pork belly porchetta chuck sausage brisket ham hock rump pig. Chuck kielbasa leberkas, pork bresaola ham hock filet mignon cow shoulder short ribs biltong.")]),e._v(" "),t("h3",{attrs:{id:"this-document"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#this-document"}},[e._v("#")]),e._v(" This Document")]),e._v(" "),t("p",[e._v("Inguina genus: Anaphen post: lingua violente voce suae meus aetate diversi. Orbis unam nec flammaeque status deam Silenum erat et a ferrea. Excitus rigidum ait: vestro et Herculis convicia: nitidae deseruit coniuge Proteaque adiciam "),t("em",[e._v("eripitur")]),e._v("? Sitim noceat signa "),t("em",[e._v("probat quidem")]),e._v(". Sua longis "),t("em",[e._v("fugatis")]),e._v(" quidem genae.")])])}),[],!1,null,null,null);a.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Introduction--567f97bb.6bd8ef43.js b/assets/js/page-Introduction--567f97bb.27114361.js
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@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[94],{606:function(e,t,o){"use strict";o.r(t);var a=o(1),r=Object(a.a)({},(function(){var e=this,t=e.$createElement,o=e._self._c||t;return o("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[o("h1",{attrs:{id:"introduction"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#introduction"}},[e._v("#")]),e._v(" Introduction")]),e._v(" "),o("p",[e._v("This developer documentation will help you with creating applications for Microsoft Power Platform using TALXIS managed components.\nFirst of all let us introduce ourselves and explain what TALXIS is.")]),e._v(" "),o("p",[o("strong",[e._v("TL;DR")])]),e._v(" "),o("blockquote",[o("p",[e._v("We build apps and make tools supporting scalable declarative development using Microsoft Power Platform")])]),e._v(" "),o("h2",{attrs:{id:"what-is-talxis"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#what-is-talxis"}},[e._v("#")]),e._v(" What is TALXIS")]),e._v(" "),o("h3",{attrs:{id:"applications-processes"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#applications-processes"}},[e._v("#")]),e._v(" Applications & Processes")]),e._v(" "),o("p",[e._v("We build sales, service and marketing applications with extensive options of customizations and offer it in SaaS model. This is made possible because they are built using a low-code platform "),o("a",{attrs:{href:"https://powerplatform.microsoft.com/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Microsoft Power Platform"),o("OutboundLink")],1),e._v(". To make building these apps even faster we maintain many utilities which extend what is offered out-of-box.")]),e._v(" "),o("h3",{attrs:{id:"web-client-and-ui-controls"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#web-client-and-ui-controls"}},[e._v("#")]),e._v(" Web Client and UI Controls")]),e._v(" "),o("p",[e._v("In addition to "),o("a",{attrs:{href:"https://powerapps.microsoft.com/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Power Apps"),o("OutboundLink")],1),e._v(" we present the same applications to users using a "),o("a",{attrs:{href:"https://reactjs.org/",target:"_blank",rel:"noopener noreferrer"}},[e._v("React"),o("OutboundLink")],1),e._v("-based portal. It can render "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/model-driven-app-components",target:"_blank",rel:"noopener noreferrer"}},[e._v("Model-driven applications"),o("OutboundLink")],1),e._v(" using UI metadata from "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/data-platform/solutions-overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Dataverse solutions"),o("OutboundLink")],1),e._v(" including "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/developer/component-framework/overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("shared PCF UI Components"),o("OutboundLink")],1),e._v(". It uses "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/azure/active-directory-b2c/overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Azure AD B2C"),o("OutboundLink")],1),e._v(" and TALXIS backend service mentioned below.")]),e._v(" "),o("p",[e._v("In order to provide the best user experience across "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/model-driven-app-components",target:"_blank",rel:"noopener noreferrer"}},[e._v("Model-driven"),o("OutboundLink")],1),e._v(", "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/getting-started",target:"_blank",rel:"noopener noreferrer"}},[e._v("Canvas"),o("OutboundLink")],1),e._v(" and "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/portals/overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Portal"),o("OutboundLink")],1),e._v(" apps we create many specialized UI components using "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/developer/component-framework/overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Power Apps Component Framework"),o("OutboundLink")],1),e._v(".")]),e._v(" "),o("h3",{attrs:{id:"integration-middleware-tools"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#integration-middleware-tools"}},[e._v("#")]),e._v(" Integration Middleware Tools")]),e._v(" "),o("p",[e._v("To support our applications and offer quick means of integrating them to other data sources we run a set of managed integration tools. We expose every data source as a connector definition backed by an HTTP REST API reverse proxy with an "),o("a",{attrs:{href:"https://www.openapis.org/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Open API specification document"),o("OutboundLink")],1),e._v(". This not just allows users to consume it in Power Apps, Power Automate and "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/azure/logic-apps/logic-apps-overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Logic Apps"),o("OutboundLink")],1),e._v(" but developers can also reference it directly from code.\n"),o("a",{attrs:{href:"https://shopify.github.io/liquid/basics/introduction/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Liquid templates"),o("OutboundLink")],1),e._v(" in combination with "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/azure/logic-apps/logic-apps-overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Logic Apps"),o("OutboundLink")],1),e._v(" make connecting two systems with mapping and transformation quick and configurable even by consultants.")]),e._v(" "),o("h3",{attrs:{id:"platform-service-cluster-application-backend-mission-control"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#platform-service-cluster-application-backend-mission-control"}},[e._v("#")]),e._v(" Platform - Service Cluster, Application Backend & Mission Control")]),e._v(" "),o("p",[e._v("Some of scenarios require usage of external services for complex tasks. We manage a cluster with shared services like media conversion and geospatial functions which can be consumed by our applications.")]),e._v(" "),o("p",[e._v("Organizational data can be exposed using a secured OData V4 endpoint of our backend service. This makes it easy to consume for developers. It can connect to combination of a managed database, Dataverse and any Power Platform connectors as virtual data sources. "),o("a",{attrs:{href:"https://openid.net/connect/",target:"_blank",rel:"noopener noreferrer"}},[e._v("OIDC compliant"),o("OutboundLink")],1),e._v(" identity providers like "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/azure/active-directory-b2c/overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Azure AD B2C"),o("OutboundLink")],1),e._v(" can be used.")]),e._v(" "),o("p",[e._v("A mission control system helps us internally to provision new customers (including self-service), bill our software or services, distribute updates and manage incidents.")]),e._v(" "),o("h3",{attrs:{id:"standard-data-model"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#standard-data-model"}},[e._v("#")]),e._v(" Standard Data Model")]),e._v(" "),o("p",[e._v("A shared public data schema compliant with "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/common-data-model/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Common Data Model"),o("OutboundLink")],1),e._v(". It is a specification and multiple physical implementations of data schema organized into subject areas.")]),e._v(" "),o("p",[e._v("We implement a wide range of business applications and it is important to standardize data for different domains of expertise for our ability to support these apps in the long term.\nIt makes design, implementation and especially data analysis faster.")]),e._v(" "),o("h3",{attrs:{id:"community-open-source"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#community-open-source"}},[e._v("#")]),e._v(" Community & Open Source")]),e._v(" "),o("p",[e._v("We have built our existence around community and user groups. It has been a source of many good ideas for us and we are committed to continue contributing.\nNETWORG plans to open source well documented parts you can use in your projects except a few of them which are key to our business.\nIf you want to learn or contribute in the meantime let's get in touch using hello@networg.com and ask for publishing components you are interested in.")]),e._v(" "),o("h2",{attrs:{id:"our-motivation"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#our-motivation"}},[e._v("#")]),e._v(" Our motivation")]),e._v(" "),o("p",[e._v("NETWORG started as a small team of .NET developers implementing customized CRM solutions based on Dynamics CRM. We were able to spin up a new instance, implement various modifications and go live in a matter of days. For us this was simply amazing because in our past experience ASP.NET apps always took weeks of creating boilerplate code to be even able to start working on business scenarios.")]),e._v(" "),o("p",[e._v("We quickly hit a wall by failing to keep up with high demand. The biggest issue we felt was our ability to hire and onboard skilled devs fast enough. Very few consultants knew Dynamics 365 well enough and it was hard to convince pro developers to use this approach.")]),e._v(" "),o("p",[e._v("In 2018 we started hearing about an emerging trend in enterprise software development called low-code application platform (also known as no-code/LCAP/LCDP/RAD/hpaPaaS). It opens app development to non-devs, offers considerably shorter time from idea to production, and thus provides an interesting opportunity not just for business users but for pro-devs as well.")]),e._v(" "),o("p",[e._v("XRM framework behind Dynamics 365 Customer Engagement we worked with later became known as Common Data Service after Microsoft decoupled Dynamics apps from the platform. They renamed it again in 2020 as Microsoft Dataverse and it was considered a leading low-code platform.")]),e._v(" "),o("h3",{attrs:{id:"why-low-code"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#why-low-code"}},[e._v("#")]),e._v(" Why low-code")]),e._v(" "),o("p",[e._v("The difference of approach when compared to imperative programming is a level of abstraction developers work with. We try to do everything in order to focus on WHAT instead of HOW when building new solutions for our customers.")]),e._v(" "),o("p",[e._v("Low code tools come with a platform which takes care of components like security, integration, infrastructure. It often reduces many implementation tasks to drag-and-drop actions in interactive visual designers for user interface and business processes instead of code editors.")]),e._v(" "),o("p",[e._v("Declarative app development is nothing new. The difference now are buzzwords and the hype around it. It has got a large amount of attention especially from corporate IT which caused a big progress in the recent years when it comes to platforms supporting it.")]),e._v(" "),o("p",[e._v("The idea we could deliver the same value for our customers with less effort and lower costs without having to spend hundreds of hours with things like security and app infrastructure sounded very interesting. This came extra handy in times when dev people were short in supply for us.")]),e._v(" "),o("h3",{attrs:{id:"journey"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#journey"}},[e._v("#")]),e._v(" Journey")]),e._v(" "),o("p",[e._v("We did a pretty common thing for software developers. We tried to reduce the necessity of solving the same problems multiple times by creating tools, shared components and frameworks. 😃 This helped us among other important aspects make it a bit more usable and interesting for pro-devs.")]),e._v(" "),o("p",[e._v('With our developer mindsets after some time we turned it upside down. With no official guidance we started applying common development patterns like separation of concerns to plugins and XML declarations generated by UI designers. We put the generated code to a source control with CI/CD pipelines and started shipping updates of the "product" to all of our customers continuously.')]),e._v(" "),o("p",[e._v("In parallel one of our team focused on building a toolset and finding ways for making integrations declarative because we considered it an important but tedious part of all projects.")]),e._v(" "),o("h3",{attrs:{id:"why-microsoft"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#why-microsoft"}},[e._v("#")]),e._v(" Why Microsoft")]),e._v(" "),o("p",[e._v("We explored Salesforce, Mendix and OutSystems too but given our past and experience it was our first candidate.\nIt has won our hearts because we believe Microsoft, unlike competitors, is the only one with a complete story for both citizen and professional developers. It provides the best out-of-box integration with their own cloud platform, dev tools, productivity suite, business intelligence, process automation and artificial intelligence.")])])}),[],!1,null,null,null);t.default=r.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[94],{608:function(e,t,o){"use strict";o.r(t);var a=o(1),r=Object(a.a)({},(function(){var e=this,t=e.$createElement,o=e._self._c||t;return o("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[o("h1",{attrs:{id:"introduction"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#introduction"}},[e._v("#")]),e._v(" Introduction")]),e._v(" "),o("p",[e._v("This developer documentation will help you with creating applications for Microsoft Power Platform using TALXIS managed components.\nFirst of all let us introduce ourselves and explain what TALXIS is.")]),e._v(" "),o("p",[o("strong",[e._v("TL;DR")])]),e._v(" "),o("blockquote",[o("p",[e._v("We build apps and make tools supporting scalable declarative development using Microsoft Power Platform")])]),e._v(" "),o("h2",{attrs:{id:"what-is-talxis"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#what-is-talxis"}},[e._v("#")]),e._v(" What is TALXIS")]),e._v(" "),o("h3",{attrs:{id:"applications-processes"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#applications-processes"}},[e._v("#")]),e._v(" Applications & Processes")]),e._v(" "),o("p",[e._v("We build sales, service and marketing applications with extensive options of customizations and offer it in SaaS model. This is made possible because they are built using a low-code platform "),o("a",{attrs:{href:"https://powerplatform.microsoft.com/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Microsoft Power Platform"),o("OutboundLink")],1),e._v(". To make building these apps even faster we maintain many utilities which extend what is offered out-of-box.")]),e._v(" "),o("h3",{attrs:{id:"web-client-and-ui-controls"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#web-client-and-ui-controls"}},[e._v("#")]),e._v(" Web Client and UI Controls")]),e._v(" "),o("p",[e._v("In addition to "),o("a",{attrs:{href:"https://powerapps.microsoft.com/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Power Apps"),o("OutboundLink")],1),e._v(" we present the same applications to users using a "),o("a",{attrs:{href:"https://reactjs.org/",target:"_blank",rel:"noopener noreferrer"}},[e._v("React"),o("OutboundLink")],1),e._v("-based portal. It can render "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/model-driven-app-components",target:"_blank",rel:"noopener noreferrer"}},[e._v("Model-driven applications"),o("OutboundLink")],1),e._v(" using UI metadata from "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/data-platform/solutions-overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Dataverse solutions"),o("OutboundLink")],1),e._v(" including "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/developer/component-framework/overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("shared PCF UI Components"),o("OutboundLink")],1),e._v(". It uses "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/azure/active-directory-b2c/overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Azure AD B2C"),o("OutboundLink")],1),e._v(" and TALXIS backend service mentioned below.")]),e._v(" "),o("p",[e._v("In order to provide the best user experience across "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/model-driven-app-components",target:"_blank",rel:"noopener noreferrer"}},[e._v("Model-driven"),o("OutboundLink")],1),e._v(", "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/getting-started",target:"_blank",rel:"noopener noreferrer"}},[e._v("Canvas"),o("OutboundLink")],1),e._v(" and "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/portals/overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Portal"),o("OutboundLink")],1),e._v(" apps we create many specialized UI components using "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/developer/component-framework/overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Power Apps Component Framework"),o("OutboundLink")],1),e._v(".")]),e._v(" "),o("h3",{attrs:{id:"integration-middleware-tools"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#integration-middleware-tools"}},[e._v("#")]),e._v(" Integration Middleware Tools")]),e._v(" "),o("p",[e._v("To support our applications and offer quick means of integrating them to other data sources we run a set of managed integration tools. We expose every data source as a connector definition backed by an HTTP REST API reverse proxy with an "),o("a",{attrs:{href:"https://www.openapis.org/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Open API specification document"),o("OutboundLink")],1),e._v(". This not just allows users to consume it in Power Apps, Power Automate and "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/azure/logic-apps/logic-apps-overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Logic Apps"),o("OutboundLink")],1),e._v(" but developers can also reference it directly from code.\n"),o("a",{attrs:{href:"https://shopify.github.io/liquid/basics/introduction/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Liquid templates"),o("OutboundLink")],1),e._v(" in combination with "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/azure/logic-apps/logic-apps-overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Logic Apps"),o("OutboundLink")],1),e._v(" make connecting two systems with mapping and transformation quick and configurable even by consultants.")]),e._v(" "),o("h3",{attrs:{id:"platform-service-cluster-application-backend-mission-control"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#platform-service-cluster-application-backend-mission-control"}},[e._v("#")]),e._v(" Platform - Service Cluster, Application Backend & Mission Control")]),e._v(" "),o("p",[e._v("Some of scenarios require usage of external services for complex tasks. We manage a cluster with shared services like media conversion and geospatial functions which can be consumed by our applications.")]),e._v(" "),o("p",[e._v("Organizational data can be exposed using a secured OData V4 endpoint of our backend service. This makes it easy to consume for developers. It can connect to combination of a managed database, Dataverse and any Power Platform connectors as virtual data sources. "),o("a",{attrs:{href:"https://openid.net/connect/",target:"_blank",rel:"noopener noreferrer"}},[e._v("OIDC compliant"),o("OutboundLink")],1),e._v(" identity providers like "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/azure/active-directory-b2c/overview",target:"_blank",rel:"noopener noreferrer"}},[e._v("Azure AD B2C"),o("OutboundLink")],1),e._v(" can be used.")]),e._v(" "),o("p",[e._v("A mission control system helps us internally to provision new customers (including self-service), bill our software or services, distribute updates and manage incidents.")]),e._v(" "),o("h3",{attrs:{id:"standard-data-model"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#standard-data-model"}},[e._v("#")]),e._v(" Standard Data Model")]),e._v(" "),o("p",[e._v("A shared public data schema compliant with "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/common-data-model/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Common Data Model"),o("OutboundLink")],1),e._v(". It is a specification and multiple physical implementations of data schema organized into subject areas.")]),e._v(" "),o("p",[e._v("We implement a wide range of business applications and it is important to standardize data for different domains of expertise for our ability to support these apps in the long term.\nIt makes design, implementation and especially data analysis faster.")]),e._v(" "),o("h3",{attrs:{id:"community-open-source"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#community-open-source"}},[e._v("#")]),e._v(" Community & Open Source")]),e._v(" "),o("p",[e._v("We have built our existence around community and user groups. It has been a source of many good ideas for us and we are committed to continue contributing.\nNETWORG plans to open source well documented parts you can use in your projects except a few of them which are key to our business.\nIf you want to learn or contribute in the meantime let's get in touch using hello@networg.com and ask for publishing components you are interested in.")]),e._v(" "),o("h2",{attrs:{id:"our-motivation"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#our-motivation"}},[e._v("#")]),e._v(" Our motivation")]),e._v(" "),o("p",[e._v("NETWORG started as a small team of .NET developers implementing customized CRM solutions based on Dynamics CRM. We were able to spin up a new instance, implement various modifications and go live in a matter of days. For us this was simply amazing because in our past experience ASP.NET apps always took weeks of creating boilerplate code to be even able to start working on business scenarios.")]),e._v(" "),o("p",[e._v("We quickly hit a wall by failing to keep up with high demand. The biggest issue we felt was our ability to hire and onboard skilled devs fast enough. Very few consultants knew Dynamics 365 well enough and it was hard to convince pro developers to use this approach.")]),e._v(" "),o("p",[e._v("In 2018 we started hearing about an emerging trend in enterprise software development called low-code application platform (also known as no-code/LCAP/LCDP/RAD/hpaPaaS). It opens app development to non-devs, offers considerably shorter time from idea to production, and thus provides an interesting opportunity not just for business users but for pro-devs as well.")]),e._v(" "),o("p",[e._v("XRM framework behind Dynamics 365 Customer Engagement we worked with later became known as Common Data Service after Microsoft decoupled Dynamics apps from the platform. They renamed it again in 2020 as Microsoft Dataverse and it was considered a leading low-code platform.")]),e._v(" "),o("h3",{attrs:{id:"why-low-code"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#why-low-code"}},[e._v("#")]),e._v(" Why low-code")]),e._v(" "),o("p",[e._v("The difference of approach when compared to imperative programming is a level of abstraction developers work with. We try to do everything in order to focus on WHAT instead of HOW when building new solutions for our customers.")]),e._v(" "),o("p",[e._v("Low code tools come with a platform which takes care of components like security, integration, infrastructure. It often reduces many implementation tasks to drag-and-drop actions in interactive visual designers for user interface and business processes instead of code editors.")]),e._v(" "),o("p",[e._v("Declarative app development is nothing new. The difference now are buzzwords and the hype around it. It has got a large amount of attention especially from corporate IT which caused a big progress in the recent years when it comes to platforms supporting it.")]),e._v(" "),o("p",[e._v("The idea we could deliver the same value for our customers with less effort and lower costs without having to spend hundreds of hours with things like security and app infrastructure sounded very interesting. This came extra handy in times when dev people were short in supply for us.")]),e._v(" "),o("h3",{attrs:{id:"journey"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#journey"}},[e._v("#")]),e._v(" Journey")]),e._v(" "),o("p",[e._v("We did a pretty common thing for software developers. We tried to reduce the necessity of solving the same problems multiple times by creating tools, shared components and frameworks. 😃 This helped us among other important aspects make it a bit more usable and interesting for pro-devs.")]),e._v(" "),o("p",[e._v('With our developer mindsets after some time we turned it upside down. With no official guidance we started applying common development patterns like separation of concerns to plugins and XML declarations generated by UI designers. We put the generated code to a source control with CI/CD pipelines and started shipping updates of the "product" to all of our customers continuously.')]),e._v(" "),o("p",[e._v("In parallel one of our team focused on building a toolset and finding ways for making integrations declarative because we considered it an important but tedious part of all projects.")]),e._v(" "),o("h3",{attrs:{id:"why-microsoft"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#why-microsoft"}},[e._v("#")]),e._v(" Why Microsoft")]),e._v(" "),o("p",[e._v("We explored Salesforce, Mendix and OutSystems too but given our past and experience it was our first candidate.\nIt has won our hearts because we believe Microsoft, unlike competitors, is the only one with a complete story for both citizen and professional developers. It provides the best out-of-box integration with their own cloud platform, dev tools, productivity suite, business intelligence, process automation and artificial intelligence.")])])}),[],!1,null,null,null);t.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-LocalizationofBusinessApplications--768c6c02.4b20f71f.js b/assets/js/page-LocalizationofBusinessApplications--768c6c02.94036d95.js
similarity index 99%
rename from assets/js/page-LocalizationofBusinessApplications--768c6c02.4b20f71f.js
rename to assets/js/page-LocalizationofBusinessApplications--768c6c02.94036d95.js
index fdae3b11f..4af54725d 100644
--- a/assets/js/page-LocalizationofBusinessApplications--768c6c02.4b20f71f.js
+++ b/assets/js/page-LocalizationofBusinessApplications--768c6c02.94036d95.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[96],{596:function(e,t,o){"use strict";o.r(t);var a=o(1),s=Object(a.a)({},(function(){var e=this,t=e.$createElement,o=e._self._c||t;return o("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[o("h1",{attrs:{id:"localization-of-business-applications"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#localization-of-business-applications"}},[e._v("#")]),e._v(" Localization of Business Applications")]),e._v(" "),o("p",[e._v("TALXIS Business applications are being localized in an external tool named Localazy. Localazy is integrated to our build pipelines to ease everything up. In case of localizing customer specific solutions, Localazy is not used, and the localization happens in the repository directly without additional overhead.")]),e._v(" "),o("h2",{attrs:{id:"basics"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#basics"}},[e._v("#")]),e._v(" Basics")]),e._v(" "),o("p",[e._v("Every label or phrase is stored in a "),o("code",[e._v(".resx")]),e._v(" file. All these files are then uploaded to Localazy (if possible), where anyone with access can translate them. If the translations are approved, they're published for the next release.")]),e._v(" "),o("h2",{attrs:{id:"how-to"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#how-to"}},[e._v("#")]),e._v(" How to ...")]),e._v(" "),o("p",[e._v("These guides are ordered chronologically from a new Dataverse solution being introduced to a localized release. If something is not clear or not working, contact jan.kostejn@me.com please.")]),e._v(" "),o("h3",{attrs:{id:"get-solution-s-resource-file"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#get-solution-s-resource-file"}},[e._v("#")]),e._v(" Get Solution's Resource File")]),e._v(" "),o("p",[e._v("Solution's "),o("code",[e._v(".resx")]),e._v(" file contains all the phrases as already mentioned. This file is automatically generated by "),o("a",{attrs:{href:"#merge-the-solutions-resource-file-to-develop"}},[e._v("merge to "),o("code",[e._v("develop")]),e._v(" branch")]),e._v(" to avoid mistakes. 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+(window.webpackJsonp=window.webpackJsonp||[]).push([[96],{597:function(e,t,o){"use strict";o.r(t);var a=o(1),s=Object(a.a)({},(function(){var e=this,t=e.$createElement,o=e._self._c||t;return o("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[o("h1",{attrs:{id:"localization-of-business-applications"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#localization-of-business-applications"}},[e._v("#")]),e._v(" Localization of Business Applications")]),e._v(" "),o("p",[e._v("TALXIS Business applications are being localized in an external tool named Localazy. Localazy is integrated to our build pipelines to ease everything up. 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diff --git a/assets/js/page-Logintotheapplication--1c26c822.64adc921.js b/assets/js/page-Logintotheapplication--1c26c822.30c00874.js
similarity index 97%
rename from assets/js/page-Logintotheapplication--1c26c822.64adc921.js
rename to assets/js/page-Logintotheapplication--1c26c822.30c00874.js
index 446eabac8..358c8697f 100644
--- a/assets/js/page-Logintotheapplication--1c26c822.64adc921.js
+++ b/assets/js/page-Logintotheapplication--1c26c822.30c00874.js
@@ -1 +1 @@
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rename from assets/js/page-Lookupcontrol--5a6a28fc.c8285a90.js
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index 9821f5b88..2ce3d853d 100644
--- a/assets/js/page-Lookupcontrol--5a6a28fc.c8285a90.js
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diff --git a/assets/js/page-Manageaconfiguration--d95e0ebc.673b35e0.js b/assets/js/page-Manageaconfiguration--d95e0ebc.872041db.js
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index 23c051e1c..6131c9727 100644
--- a/assets/js/page-Manageaconfiguration--d95e0ebc.673b35e0.js
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diff --git a/assets/js/page-Managingcontracts--7329340e.434349e6.js b/assets/js/page-Managingcontracts--7329340e.4ff2e3aa.js
similarity index 94%
rename from assets/js/page-Managingcontracts--7329340e.434349e6.js
rename to assets/js/page-Managingcontracts--7329340e.4ff2e3aa.js
index 9a42f7f0b..25d0baa9d 100644
--- a/assets/js/page-Managingcontracts--7329340e.434349e6.js
+++ b/assets/js/page-Managingcontracts--7329340e.4ff2e3aa.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[101],{642:function(t,e,r){"use strict";r.r(e);var a=r(1),n=Object(a.a)({},(function(){var t=this,e=t.$createElement,r=t._self._c||e;return r("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[r("h1",{attrs:{id:"managing-contracts"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#managing-contracts"}},[t._v("#")]),t._v(" Managing contracts")]),t._v(" "),r("p",[r("strong",[t._v("Contract management")]),t._v(" can help you create order within your contract processes. With our solution, you can easily keep a database of contracts with data like validity, contract statuses and even see documents related to contract records stored in SharePoint right from the app. You'll be able to run various processes like multiple review rounds, approvals from representatives, and even electronic signature thanks to integration with "),r("a",{attrs:{href:"https://signi.com/",target:"_blank",rel:"noopener noreferrer"}},[t._v("Signi"),r("OutboundLink")],1),t._v(".")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/contract-process.png",alt:"Contract process"}})])])}),[],!1,null,null,null);e.default=n.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[101],{643:function(t,e,r){"use strict";r.r(e);var a=r(1),n=Object(a.a)({},(function(){var t=this,e=t.$createElement,r=t._self._c||e;return r("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[r("h1",{attrs:{id:"managing-contracts"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#managing-contracts"}},[t._v("#")]),t._v(" Managing contracts")]),t._v(" "),r("p",[r("strong",[t._v("Contract management")]),t._v(" can help you create order within your contract processes. With our solution, you can easily keep a database of contracts with data like validity, contract statuses and even see documents related to contract records stored in SharePoint right from the app. You'll be able to run various processes like multiple review rounds, approvals from representatives, and even electronic signature thanks to integration with "),r("a",{attrs:{href:"https://signi.com/",target:"_blank",rel:"noopener noreferrer"}},[t._v("Signi"),r("OutboundLink")],1),t._v(".")]),t._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/contract-process.png",alt:"Contract process"}})])])}),[],!1,null,null,null);e.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Markinvoiceaspaid--758db002.b922c5f2.js b/assets/js/page-Markinvoiceaspaid--758db002.14723e54.js
similarity index 96%
rename from assets/js/page-Markinvoiceaspaid--758db002.b922c5f2.js
rename to assets/js/page-Markinvoiceaspaid--758db002.14723e54.js
index 55502de95..3c0ee667b 100644
--- a/assets/js/page-Markinvoiceaspaid--758db002.b922c5f2.js
+++ b/assets/js/page-Markinvoiceaspaid--758db002.14723e54.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[103],{654:function(e,t,a){"use strict";a.r(t);var i=a(1),n=Object(i.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"mark-invoice-as-paid"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#mark-invoice-as-paid"}},[e._v("#")]),e._v(" Mark invoice as paid")]),e._v(" "),a("p",[e._v("After "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/"}},[e._v("approval of the purchase invoice")]),e._v(", it is time to send the payment and mark the invoice as paid.")],1),e._v(" "),a("p",[e._v("An email will be automatically sent to the accountant after the approval process. accounting email is defined in the configuration. See page: "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/"}},[e._v("Roles in procurement process")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/markAsPaidEmail.png",alt:"Mark invoice as paid email"}})]),e._v(" "),a("p",[e._v("After submit, you will receive an email about the payment.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/markAsPaidEmailVer.png",alt:"Mark invoice as paid email"}})]),e._v(" "),a("p",[e._v("After the accounting officer marks the purchase invoice as paid, the purchase invoice is closed and paid.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/closedPurchaseInvoice.png",alt:"Closed and paid purchase invoice"}})]),e._v(" "),a("p",[e._v("In the "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[e._v("timeline")]),e._v(" you can see a note that the payment has been sent:"),a("br"),e._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/paymentSentInTimeline.png",alt:"Note in Timeline"}})],1)])}),[],!1,null,null,null);t.default=n.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[103],{656:function(e,t,a){"use strict";a.r(t);var i=a(1),n=Object(i.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"mark-invoice-as-paid"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#mark-invoice-as-paid"}},[e._v("#")]),e._v(" Mark invoice as paid")]),e._v(" "),a("p",[e._v("After "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/"}},[e._v("approval of the purchase invoice")]),e._v(", it is time to send the payment and mark the invoice as paid.")],1),e._v(" "),a("p",[e._v("An email will be automatically sent to the accountant after the approval process. accounting email is defined in the configuration. See page: "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/"}},[e._v("Roles in procurement process")]),e._v(".")],1),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/markAsPaidEmail.png",alt:"Mark invoice as paid email"}})]),e._v(" "),a("p",[e._v("After submit, you will receive an email about the payment.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/markAsPaidEmailVer.png",alt:"Mark invoice as paid email"}})]),e._v(" "),a("p",[e._v("After the accounting officer marks the purchase invoice as paid, the purchase invoice is closed and paid.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/closedPurchaseInvoice.png",alt:"Closed and paid purchase invoice"}})]),e._v(" "),a("p",[e._v("In the "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[e._v("timeline")]),e._v(" you can see a note that the payment has been sent:"),a("br"),e._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/paymentSentInTimeline.png",alt:"Note in Timeline"}})],1)])}),[],!1,null,null,null);t.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Milestones--31b0bb02.14773e8d.js b/assets/js/page-Milestones--31b0bb02.19e73554.js
similarity index 97%
rename from assets/js/page-Milestones--31b0bb02.14773e8d.js
rename to assets/js/page-Milestones--31b0bb02.19e73554.js
index 154c60bd2..946714690 100644
--- a/assets/js/page-Milestones--31b0bb02.14773e8d.js
+++ b/assets/js/page-Milestones--31b0bb02.19e73554.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[104],{542:function(e,t,i){"use strict";i.r(t);var l=i(1),a=Object(l.a)({},(function(){var e=this,t=e.$createElement,i=e._self._c||t;return i("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[i("h1",{attrs:{id:"milestones"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#milestones"}},[e._v("#")]),e._v(" Milestones")]),e._v(" "),i("h2",{attrs:{id:"visual-example"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[e._v("#")]),e._v(" Visual Example")]),e._v(" "),i("p",[i("img",{attrs:{src:"/.attachments/applications/Controls/milestonescontrol.png",alt:"Milestones Displayed On Form"}})]),e._v(" "),i("h2",{attrs:{id:"description"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[e._v("#")]),e._v(" Description")]),e._v(" "),i("p",[e._v("Milestones is custom control used to monitoring the project. There are some milestones (phases) of the project - Quotation, Design, Logistics, Installation, etc.")]),e._v(" "),i("p",[e._v("Each milestone has planned start/end, estimated start/edn and actual start/end. From this data milestone control can count if the project is going on time or there is some delay.")]),e._v(" "),i("p",[e._v("You can go through milestones using the arrow, when u jump into new milestone, previous will be closed (set actual end) and new one will be set to active and actual start is filled.")]),e._v(" "),i("h2",{attrs:{id:"binding-field"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[e._v("#")]),e._v(" Binding Field")]),e._v(" "),i("p",[e._v("Control can be binded to any field of type SingleLine.Text.")]),e._v(" "),i("h2",{attrs:{id:"inputs"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[e._v("#")]),e._v(" Inputs")]),e._v(" "),i("ul",[i("li",[e._v("Mode\n"),i("ul",[i("li",[e._v("Single")]),e._v(" "),i("li",[e._v("Multiple")])])]),e._v(" "),i("li",[e._v("Entity Name (required) - Logical name of entity\n"),i("ul",[i("li",[e._v("Example: "),i("code",[e._v("talxis_project")])])])]),e._v(" "),i("li",[e._v("Id (required) - Id of the record\n"),i("ul",[i("li",[e._v("Example: "),i("code",[e._v("talxis_projectid")])])])]),e._v(" "),i("li",[e._v("Milestones Relationship (required)\n"),i("ul",[i("li",[e._v("Logical name of relationship with milestones entity")]),e._v(" "),i("li",[e._v("Example: "),i("code",[e._v("talxis_talxis_projectdetail_talxis_milestone_projectdetailid")])])])]),e._v(" "),i("li",[e._v("Active Instances Relationship (required)\n"),i("ul",[i("li",[e._v("Example: "),i("code",[e._v("talxis_talxis_projectdetail_talxis_projectprocessinstance_projectdetailid")])])])]),e._v(" "),i("li",[e._v("Multiple Child Relationship\n"),i("ul",[i("li",[e._v("Example: "),i("code",[e._v("talxis_talxis_project_talxis_projectdetail_projectid")])])])]),e._v(" "),i("li",[e._v("Child Entity Name\n"),i("ul",[i("li",[i("code",[e._v("talxis_projectdetail")])])])]),e._v(" "),i("li",[e._v("Child Entity Id Field\n"),i("ul",[i("li",[i("code",[e._v("talxis_projectdetailid")])])])]),e._v(" "),i("li",[e._v("Milestone Name Field - Displayed name of the milestone")])])])}),[],!1,null,null,null);t.default=a.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[104],{544:function(e,t,i){"use strict";i.r(t);var l=i(1),a=Object(l.a)({},(function(){var e=this,t=e.$createElement,i=e._self._c||t;return i("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[i("h1",{attrs:{id:"milestones"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#milestones"}},[e._v("#")]),e._v(" Milestones")]),e._v(" "),i("h2",{attrs:{id:"visual-example"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[e._v("#")]),e._v(" Visual Example")]),e._v(" "),i("p",[i("img",{attrs:{src:"/.attachments/applications/Controls/milestonescontrol.png",alt:"Milestones Displayed On Form"}})]),e._v(" "),i("h2",{attrs:{id:"description"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[e._v("#")]),e._v(" Description")]),e._v(" "),i("p",[e._v("Milestones is custom control used to monitoring the project. There are some milestones (phases) of the project - Quotation, Design, Logistics, Installation, etc.")]),e._v(" "),i("p",[e._v("Each milestone has planned start/end, estimated start/edn and actual start/end. From this data milestone control can count if the project is going on time or there is some delay.")]),e._v(" "),i("p",[e._v("You can go through milestones using the arrow, when u jump into new milestone, previous will be closed (set actual end) and new one will be set to active and actual start is filled.")]),e._v(" "),i("h2",{attrs:{id:"binding-field"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[e._v("#")]),e._v(" Binding Field")]),e._v(" "),i("p",[e._v("Control can be binded to any field of type SingleLine.Text.")]),e._v(" "),i("h2",{attrs:{id:"inputs"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[e._v("#")]),e._v(" Inputs")]),e._v(" "),i("ul",[i("li",[e._v("Mode\n"),i("ul",[i("li",[e._v("Single")]),e._v(" "),i("li",[e._v("Multiple")])])]),e._v(" "),i("li",[e._v("Entity Name (required) - Logical name of entity\n"),i("ul",[i("li",[e._v("Example: "),i("code",[e._v("talxis_project")])])])]),e._v(" "),i("li",[e._v("Id (required) - Id of the record\n"),i("ul",[i("li",[e._v("Example: "),i("code",[e._v("talxis_projectid")])])])]),e._v(" "),i("li",[e._v("Milestones Relationship (required)\n"),i("ul",[i("li",[e._v("Logical name of relationship with milestones entity")]),e._v(" "),i("li",[e._v("Example: "),i("code",[e._v("talxis_talxis_projectdetail_talxis_milestone_projectdetailid")])])])]),e._v(" "),i("li",[e._v("Active Instances Relationship (required)\n"),i("ul",[i("li",[e._v("Example: "),i("code",[e._v("talxis_talxis_projectdetail_talxis_projectprocessinstance_projectdetailid")])])])]),e._v(" "),i("li",[e._v("Multiple Child Relationship\n"),i("ul",[i("li",[e._v("Example: "),i("code",[e._v("talxis_talxis_project_talxis_projectdetail_projectid")])])])]),e._v(" "),i("li",[e._v("Child Entity Name\n"),i("ul",[i("li",[i("code",[e._v("talxis_projectdetail")])])])]),e._v(" "),i("li",[e._v("Child Entity Id Field\n"),i("ul",[i("li",[i("code",[e._v("talxis_projectdetailid")])])])]),e._v(" "),i("li",[e._v("Milestone Name Field - Displayed name of the milestone")])])])}),[],!1,null,null,null);t.default=a.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-MockApi--b825e440.4baec851.js b/assets/js/page-MockApi--b825e440.7a53f0e8.js
similarity index 99%
rename from assets/js/page-MockApi--b825e440.4baec851.js
rename to assets/js/page-MockApi--b825e440.7a53f0e8.js
index 2e4d180bf..8ba33d888 100644
--- a/assets/js/page-MockApi--b825e440.4baec851.js
+++ b/assets/js/page-MockApi--b825e440.7a53f0e8.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[105],{544:function(t,e,s){"use strict";s.r(e);var a=s(1),n=Object(a.a)({},(function(){var t=this,e=t.$createElement,s=t._self._c||e;return s("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[s("h1",{attrs:{id:"mock-api"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#mock-api"}},[t._v("#")]),t._v(" Mock Api")]),t._v(" "),s("p",[t._v("When trying to develop PCFs, you can use the very usefull developer environment to test your controls locally. This will enable you to see how your control renders based on different input values.")]),t._v(" "),s("p",[t._v("This works quite well until your control needs to get or send data to Dataverse, because you will be hit with the following messages:"),s("br"),t._v(" "),s("img",{attrs:{src:"/.attachments/applications/Controls/notyetsupported.jpg",alt:"Not yet supported alert"}})]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/notyetsupportedconsole.jpg",alt:"Not yet supported console error"}})]),t._v(" "),s("p",[t._v("Luckily, you can use our very own Mock Web api that can redirect your webapi requests to a real environment.")]),t._v(" "),s("h2",{attrs:{id:"usage"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#usage"}},[t._v("#")]),t._v(" Usage")]),t._v(" "),s("ul",[s("li",[t._v("Include the reference to mock api files, like this:")])]),t._v(" "),s("div",{staticClass:"language-ts line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-ts"}},[s("code",[s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("import")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("{")]),t._v(" MockWebApi "),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("}")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("from")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token string"}},[t._v('"../../shared/MockApi"')]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("p",[t._v("The framework is part of the shared folder and shoudl be available to every PCF in INT00015")]),t._v(" "),s("ul",[s("li",[t._v("Create an instance of mockapi in the class, similarly as you would create the local copy of "),s("code",[t._v("_context")])])]),t._v(" "),s("div",{staticClass:"language-ts line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-ts"}},[s("code",[s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("private")]),t._v(" _mockApi"),s("span",{pre:!0,attrs:{class:"token operator"}},[t._v(":")]),t._v(" MockWebApi"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("ul",[s("li",[t._v("Initialize the MockWebApi in the constructor of the control, like this:")])]),t._v(" "),s("div",{staticClass:"language-ts line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-ts"}},[s("code",[s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_mockApi "),s("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("new")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token class-name"}},[t._v("MockWebApi")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("(")]),s("span",{pre:!0,attrs:{class:"token string"}},[t._v('"https://xxxx.crm4.dynamics.com"')]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),s("span",{pre:!0,attrs:{class:"token string"}},[t._v('"GUID"')]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("p",[t._v("The first parameter is for the url of the environment you want to connect to. The GUID parameter is the client id of the app you will use to authenticate against the environment.")]),t._v(" "),s("p",[t._v("This app needs to have the "),s("code",[t._v("user_impersonation")]),t._v(" permission against Dataverse. You can use my own personal app with the id of "),s("code",[t._v("4880a9e8-fd3c-4b89-9966-dc59b1e09984")]),t._v(" which was created for this purpose."),s("br"),t._v(" "),s("strong",[t._v("Remember to add it to your environment as an app user!")])]),t._v(" "),s("ul",[s("li",[t._v("Overwrite the webapi in the context received in both init and updateView methods, so that it looks something like this:")])]),t._v(" "),s("div",{staticClass:"language-ts line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-ts"}},[s("code",[t._v("\t\t"),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_context "),s("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" context"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n\t\t"),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_context"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("webAPI "),s("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_mockApi"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br")])]),s("p",[s("strong",[t._v("REMEMBER - DO IT IN updateView AS WELL")])]),t._v(" "),s("p",[t._v("On update, new context is received, so we need to overwrite it again.")]),t._v(" "),s("ul",[s("li",[t._v("Lastly, when you start the developer environment with "),s("code",[t._v("npm start")]),t._v(", don't use the URL http://127.0.0.1:8181/, but go to http://localhost:8181/")])]),t._v(" "),s("p",[t._v("This is because the app has a localhost redirect URL. In here, you should log in with your account, consent the app and it should make the requests on your behalf.")]),t._v(" "),s("p",[t._v("Mock api can also be used without parameters. This will create an in memory Dataverse like database, that you can send CRUD operations into. It also supports odata filter against that database to test if it works. For development purposes however, it is better to connect to an existing environment.")]),t._v(" "),s("h2",{attrs:{id:"limitations"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#limitations"}},[t._v("#")]),t._v(" Limitations")]),t._v(" "),s("p",[t._v("So far, the webapi can Create, Delete, Update, retrieve and retrieve multiple. As of now, we don't support execute of actions or functions. It's also only replacement for the webapi, so you still cannot use Utilities, such as")]),t._v(" "),s("div",{staticClass:"language-ts line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-ts"}},[s("code",[s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_context"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("utils"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),s("span",{pre:!0,attrs:{class:"token function"}},[t._v("getEntityMetadata")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("(")]),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_context"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("page"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("entityTypeName"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("EntitySetName\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("p",[t._v("but the webapi supports a "),s("code",[t._v("getMetadata()")]),t._v(" call, which could return setname if you realy need it.")])])}),[],!1,null,null,null);e.default=n.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[105],{545:function(t,e,s){"use strict";s.r(e);var a=s(1),n=Object(a.a)({},(function(){var t=this,e=t.$createElement,s=t._self._c||e;return s("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[s("h1",{attrs:{id:"mock-api"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#mock-api"}},[t._v("#")]),t._v(" Mock Api")]),t._v(" "),s("p",[t._v("When trying to develop PCFs, you can use the very usefull developer environment to test your controls locally. This will enable you to see how your control renders based on different input values.")]),t._v(" "),s("p",[t._v("This works quite well until your control needs to get or send data to Dataverse, because you will be hit with the following messages:"),s("br"),t._v(" "),s("img",{attrs:{src:"/.attachments/applications/Controls/notyetsupported.jpg",alt:"Not yet supported alert"}})]),t._v(" "),s("p",[s("img",{attrs:{src:"/.attachments/applications/Controls/notyetsupportedconsole.jpg",alt:"Not yet supported console error"}})]),t._v(" "),s("p",[t._v("Luckily, you can use our very own Mock Web api that can redirect your webapi requests to a real environment.")]),t._v(" "),s("h2",{attrs:{id:"usage"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#usage"}},[t._v("#")]),t._v(" Usage")]),t._v(" "),s("ul",[s("li",[t._v("Include the reference to mock api files, like this:")])]),t._v(" "),s("div",{staticClass:"language-ts line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-ts"}},[s("code",[s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("import")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("{")]),t._v(" MockWebApi "),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("}")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("from")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token string"}},[t._v('"../../shared/MockApi"')]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("p",[t._v("The framework is part of the shared folder and shoudl be available to every PCF in INT00015")]),t._v(" "),s("ul",[s("li",[t._v("Create an instance of mockapi in the class, similarly as you would create the local copy of "),s("code",[t._v("_context")])])]),t._v(" "),s("div",{staticClass:"language-ts line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-ts"}},[s("code",[s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("private")]),t._v(" _mockApi"),s("span",{pre:!0,attrs:{class:"token operator"}},[t._v(":")]),t._v(" MockWebApi"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("ul",[s("li",[t._v("Initialize the MockWebApi in the constructor of the control, like this:")])]),t._v(" "),s("div",{staticClass:"language-ts line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-ts"}},[s("code",[s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_mockApi "),s("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("new")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token class-name"}},[t._v("MockWebApi")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("(")]),s("span",{pre:!0,attrs:{class:"token string"}},[t._v('"https://xxxx.crm4.dynamics.com"')]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),s("span",{pre:!0,attrs:{class:"token string"}},[t._v('"GUID"')]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("p",[t._v("The first parameter is for the url of the environment you want to connect to. The GUID parameter is the client id of the app you will use to authenticate against the environment.")]),t._v(" "),s("p",[t._v("This app needs to have the "),s("code",[t._v("user_impersonation")]),t._v(" permission against Dataverse. You can use my own personal app with the id of "),s("code",[t._v("4880a9e8-fd3c-4b89-9966-dc59b1e09984")]),t._v(" which was created for this purpose."),s("br"),t._v(" "),s("strong",[t._v("Remember to add it to your environment as an app user!")])]),t._v(" "),s("ul",[s("li",[t._v("Overwrite the webapi in the context received in both init and updateView methods, so that it looks something like this:")])]),t._v(" "),s("div",{staticClass:"language-ts line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-ts"}},[s("code",[t._v("\t\t"),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_context "),s("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" context"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n\t\t"),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_context"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("webAPI "),s("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" "),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_mockApi"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br"),s("span",{staticClass:"line-number"},[t._v("2")]),s("br")])]),s("p",[s("strong",[t._v("REMEMBER - DO IT IN updateView AS WELL")])]),t._v(" "),s("p",[t._v("On update, new context is received, so we need to overwrite it again.")]),t._v(" "),s("ul",[s("li",[t._v("Lastly, when you start the developer environment with "),s("code",[t._v("npm start")]),t._v(", don't use the URL http://127.0.0.1:8181/, but go to http://localhost:8181/")])]),t._v(" "),s("p",[t._v("This is because the app has a localhost redirect URL. In here, you should log in with your account, consent the app and it should make the requests on your behalf.")]),t._v(" "),s("p",[t._v("Mock api can also be used without parameters. This will create an in memory Dataverse like database, that you can send CRUD operations into. It also supports odata filter against that database to test if it works. For development purposes however, it is better to connect to an existing environment.")]),t._v(" "),s("h2",{attrs:{id:"limitations"}},[s("a",{staticClass:"header-anchor",attrs:{href:"#limitations"}},[t._v("#")]),t._v(" Limitations")]),t._v(" "),s("p",[t._v("So far, the webapi can Create, Delete, Update, retrieve and retrieve multiple. As of now, we don't support execute of actions or functions. It's also only replacement for the webapi, so you still cannot use Utilities, such as")]),t._v(" "),s("div",{staticClass:"language-ts line-numbers-mode"},[s("pre",{pre:!0,attrs:{class:"language-ts"}},[s("code",[s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_context"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("utils"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),s("span",{pre:!0,attrs:{class:"token function"}},[t._v("getEntityMetadata")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("(")]),s("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("this")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("_context"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("page"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("entityTypeName"),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),s("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("EntitySetName\n")])]),t._v(" "),s("div",{staticClass:"line-numbers-wrapper"},[s("span",{staticClass:"line-number"},[t._v("1")]),s("br")])]),s("p",[t._v("but the webapi supports a "),s("code",[t._v("getMetadata()")]),t._v(" call, which could return setname if you realy need it.")])])}),[],!1,null,null,null);e.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-NotificationPanel--eb06ee64.6e80745a.js b/assets/js/page-NotificationPanel--eb06ee64.a634239b.js
similarity index 96%
rename from assets/js/page-NotificationPanel--eb06ee64.6e80745a.js
rename to assets/js/page-NotificationPanel--eb06ee64.a634239b.js
index 65fe53da0..7b2bd96aa 100644
--- a/assets/js/page-NotificationPanel--eb06ee64.6e80745a.js
+++ b/assets/js/page-NotificationPanel--eb06ee64.a634239b.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[107],{545:function(t,a,e){"use strict";e.r(a);var i=e(1),n=Object(i.a)({},(function(){var t=this,a=t.$createElement,e=t._self._c||a;return e("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[e("h1",{attrs:{id:"notification-panel"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#notification-panel"}},[t._v("#")]),t._v(" Notification Panel")]),t._v(" "),e("h2",{attrs:{id:"visual-example"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[t._v("#")]),t._v(" Visual Example")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/applications/Controls/notificationpanelcontrol.png",alt:"Notification Panel On Form"}})]),t._v(" "),e("h2",{attrs:{id:"description"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[t._v("#")]),t._v(" Description")]),t._v(" "),e("p",[t._v("This control is displaying notifications as adaptive cards for the current user. There can be a button in global tab that is opening dialog with notifications.")]),t._v(" "),e("h2",{attrs:{id:"binding-field"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[t._v("#")]),t._v(" Binding Field")]),t._v(" "),e("p",[t._v("Can be binded to any field of type SingleLine.Text.")]),t._v(" "),e("h2",{attrs:{id:"inputs"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[t._v("#")]),t._v(" Inputs")]),t._v(" "),e("ul",[e("li",[t._v("none")])]),t._v(" "),e("h2",{attrs:{id:"preparation"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#preparation"}},[t._v("#")]),t._v(" Preparation")]),t._v(" "),e("p",[t._v("Control is displaying records of talxis_notifaction so you need to create them first. That can be done for example by flows or Record Creation Rules. Adaptive card template is needed as well, you can create some there: https://adaptivecards.io/designer/.")])])}),[],!1,null,null,null);a.default=n.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[107],{546:function(t,a,e){"use strict";e.r(a);var i=e(1),n=Object(i.a)({},(function(){var t=this,a=t.$createElement,e=t._self._c||a;return e("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[e("h1",{attrs:{id:"notification-panel"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#notification-panel"}},[t._v("#")]),t._v(" Notification Panel")]),t._v(" "),e("h2",{attrs:{id:"visual-example"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[t._v("#")]),t._v(" Visual Example")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/applications/Controls/notificationpanelcontrol.png",alt:"Notification Panel On Form"}})]),t._v(" "),e("h2",{attrs:{id:"description"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[t._v("#")]),t._v(" Description")]),t._v(" "),e("p",[t._v("This control is displaying notifications as adaptive cards for the current user. There can be a button in global tab that is opening dialog with notifications.")]),t._v(" "),e("h2",{attrs:{id:"binding-field"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[t._v("#")]),t._v(" Binding Field")]),t._v(" "),e("p",[t._v("Can be binded to any field of type SingleLine.Text.")]),t._v(" "),e("h2",{attrs:{id:"inputs"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[t._v("#")]),t._v(" Inputs")]),t._v(" "),e("ul",[e("li",[t._v("none")])]),t._v(" "),e("h2",{attrs:{id:"preparation"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#preparation"}},[t._v("#")]),t._v(" Preparation")]),t._v(" "),e("p",[t._v("Control is displaying records of talxis_notifaction so you need to create them first. That can be done for example by flows or Record Creation Rules. Adaptive card template is needed as well, you can create some there: https://adaptivecards.io/designer/.")])])}),[],!1,null,null,null);a.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Notifyotherusersaboutthecontract--5c7b7302.af825b65.js b/assets/js/page-Notifyotherusersaboutthecontract--5c7b7302.396e96f0.js
similarity index 97%
rename from assets/js/page-Notifyotherusersaboutthecontract--5c7b7302.af825b65.js
rename to assets/js/page-Notifyotherusersaboutthecontract--5c7b7302.396e96f0.js
index 4fef695ed..187cdcbc3 100644
--- a/assets/js/page-Notifyotherusersaboutthecontract--5c7b7302.af825b65.js
+++ b/assets/js/page-Notifyotherusersaboutthecontract--5c7b7302.396e96f0.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[108],{643:function(t,e,o){"use strict";o.r(e);var s=o(1),r=Object(s.a)({},(function(){var t=this,e=t.$createElement,o=t._self._c||e;return o("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[o("h1",{attrs:{id:"notify-other-users-about-the-contract"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#notify-other-users-about-the-contract"}},[t._v("#")]),t._v(" Notify other users about the contract")]),t._v(" "),o("p",[t._v("During the contract stages, you can choose users to be informed about the contract. They will receive emails about the contract moving through stages. You will use this feature to inform users that are not part of processes like review or approval. These users have to be specified per contract.")]),t._v(" "),o("h2",{attrs:{id:"how-the-notification-looks"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#how-the-notification-looks"}},[t._v("#")]),t._v(" How the notification looks")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/notify-users-about-contract-2.png",alt:"Notification"}})]),t._v(" "),o("h2",{attrs:{id:"when-are-the-notifications-sent"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#when-are-the-notifications-sent"}},[t._v("#")]),t._v(" When are the notifications sent")]),t._v(" "),o("p",[t._v("Notifications are sent when a contract enters one of these stages:")]),t._v(" "),o("ul",[o("li",[t._v("Review")]),t._v(" "),o("li",[t._v("Waiting for Approval")]),t._v(" "),o("li",[t._v("Approved")]),t._v(" "),o("li",[t._v("Sent for Signature")]),t._v(" "),o("li",[t._v("Valid")])]),t._v(" "),o("h2",{attrs:{id:"where-to-specify-users"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#where-to-specify-users"}},[t._v("#")]),t._v(" Where to specify users")]),t._v(" "),o("ol",[o("li",[t._v("Navigate to the contract you want to inform users about.")]),t._v(" "),o("li",[t._v("Go to the "),o("strong",[t._v("Additional Users")]),t._v(" tab. There is the "),o("strong",[t._v("Inform")]),t._v(" subgrid at the bottom.")])]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/notify-users-about-contract-1.png",alt:"Inform Subgrid"}})]),t._v(" "),o("ol",{attrs:{start:"3"}},[o("li",[t._v("Add users using the "),o("strong",[t._v("Add Existing Users")]),t._v(" button.")])])])}),[],!1,null,null,null);e.default=r.exports}}]);
\ No newline at end of file
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diff --git a/assets/js/page-OptionSet--032fd482.38603c9f.js b/assets/js/page-OptionSet--032fd482.34c81dda.js
similarity index 99%
rename from assets/js/page-OptionSet--032fd482.38603c9f.js
rename to assets/js/page-OptionSet--032fd482.34c81dda.js
index 137f93837..6cd560276 100644
--- a/assets/js/page-OptionSet--032fd482.38603c9f.js
+++ b/assets/js/page-OptionSet--032fd482.34c81dda.js
@@ -1 +1 @@
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diff --git a/assets/js/page-OptionsetIcons--62c8397c.8f564dc8.js b/assets/js/page-OptionsetIcons--62c8397c.547d447e.js
similarity index 96%
rename from assets/js/page-OptionsetIcons--62c8397c.8f564dc8.js
rename to assets/js/page-OptionsetIcons--62c8397c.547d447e.js
index 6db77bfc9..833108993 100644
--- a/assets/js/page-OptionsetIcons--62c8397c.8f564dc8.js
+++ b/assets/js/page-OptionsetIcons--62c8397c.547d447e.js
@@ -1 +1 @@
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diff --git a/assets/js/page-Procurement--41ab1ecd.218a02c4.js b/assets/js/page-Procurement--41ab1ecd.688712d6.js
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diff --git a/assets/js/page-Procurementprocess--a2d725d8.1844056e.js b/assets/js/page-Procurementprocess--a2d725d8.ef47a6ab.js
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rename from assets/js/page-Procurementprocess--a2d725d8.1844056e.js
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diff --git a/assets/js/page-ProjectRepoTemplates--3aabb0fc.02ee19f1.js b/assets/js/page-ProjectRepoTemplates--3aabb0fc.d39d9074.js
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rename from assets/js/page-ProjectRepoTemplates--3aabb0fc.02ee19f1.js
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You are again able to specify parameters to alternate final module structure.")]),e._v(" "),a("p",[a("strong",[e._v("Current parameters:")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Parameter")]),e._v(" "),a("th",[e._v("Shortcut")]),e._v(" "),a("th",[e._v("Description")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("--ModuleName")]),e._v(" "),a("td",[e._v("-M")]),e._v(" "),a("td",[e._v('The name of the module. Default is "Core" and this should be changed because Core module should be already present.')])]),e._v(" "),a("tr",[a("td",[e._v("--AppName")]),e._v(" "),a("td",[e._v("-A")]),e._v(" "),a("td",[e._v('The name of the app. Default is "Home" and this should be changed because Home app should be already present.')])]),e._v(" "),a("tr",[a("td",[e._v("--FeaturesName")]),e._v(" "),a("td",[e._v("-F")]),e._v(" "),a("td",[e._v('The name of all feature projects. 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Example: *")])]),e._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[e._v("dotnet new TALXIS.Module -o Modules.Sales -n PCT20020 -M Sales -A Default -F InvoiceTracking -C false\n")])]),e._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[e._v("1")]),a("br")])]),a("ol",{attrs:{start:"4"}},[a("li",[e._v("Switch to solution view")]),e._v(" "),a("li",[e._v("Manually add new solution structure and add generated .csproj files there (Goal is to automate this also but it is not that simple)")]),e._v(" "),a("li",[e._v("Add project references in packages if needed")])]),e._v(" "),a("ul",[a("li",[e._v('This will create Modules.Sales folder with Sales Module in it with Project Code PCT20020 where the Configuration project is missing, App name is "Default" and Features projects have InvoiceTracking in name.')])]),e._v(" "),a("h3",{attrs:{id:"package"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#package"}},[e._v("#")]),e._v(" Package")]),e._v(" "),a("p",[e._v("Use this template if you need to add new Package.\nCurrent parameters:")]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Parameter")]),e._v(" "),a("th",[e._v("Shortcut")]),e._v(" "),a("th",[e._v("Description")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("--PackageName")]),e._v(" "),a("td",[e._v("-P")]),e._v(" "),a("td",[e._v('The name of the package. Default is "Main" and this should be changed because Main package should be already present.')])])])]),e._v(" "),a("p",[a("strong",[e._v("Steps:")])]),e._v(" "),a("ol",[a("li",[e._v("Open VS with Folder View")]),e._v(" "),a("li",[e._v("Open src folder in VS Terminal")]),e._v(" "),a("li",[e._v("Run command "),a("code",[e._v("dotnet new TALXIS.Packages")]),e._v(" with all required parameters and optional parameters if needed. Example:")])]),e._v(" "),a("div",{staticClass:"language- line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-text"}},[a("code",[e._v("dotnet new TALXIS.Packages -o Packages.Sales -n PCT20020 -P Sales\n")])]),e._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[e._v("1")]),a("br")])]),a("ol",{attrs:{start:"4"}},[a("li",[e._v("Switch to solution view")]),e._v(" "),a("li",[e._v("Manually add new solution structure and add generated .csproj file there (Goal is to automate this also but it is not that simple)")]),e._v(" "),a("li",[e._v("Add project references in package .csproj file and adjust ImportConfig.xml")])]),e._v(" "),a("h3",{attrs:{id:"single-project"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#single-project"}},[e._v("#")]),e._v(" Single Project")]),e._v(" "),a("p",[e._v("Use those templates if you need to add a standalone project")]),e._v(" "),a("p",[a("strong",[e._v("Current single project templates:")])]),e._v(" "),a("ul",[a("li",[e._v("TALXIS.App")]),e._v(" "),a("li",[e._v("TALXIS.Configuration")]),e._v(" "),a("li",[e._v("TALXIS.FeaturesComposition")]),e._v(" "),a("li",[e._v("TALXIS.FeaturesLogic")]),e._v(" "),a("li",[e._v("TALXIS.FeaturesPresentation")]),e._v(" "),a("li",[e._v("TALXIS.Model")])]),e._v(" "),a("p",[a("strong",[e._v("Current parameters:")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Parameter")]),e._v(" "),a("th",[e._v("Shortcut")]),e._v(" "),a("th",[e._v("Description")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("--ModuleName")]),e._v(" "),a("td",[e._v("-M")]),e._v(" "),a("td",[e._v('The name of the module. Default is "Core" and this should be changed because Core module should be already present.')])]),e._v(" "),a("tr",[a("td",[e._v("--AppName")]),e._v(" "),a("td",[e._v("-A")]),e._v(" "),a("td",[e._v('The name of the app. Default is "Home" and this should be changed because Home app should be already present. (Only for TALXIS.App)')])]),e._v(" "),a("tr",[a("td",[e._v("--FeaturesName")]),e._v(" "),a("td",[e._v("-F")]),e._v(" "),a("td",[e._v('The name of all feature projects. Default is "Shared" and it can be changed. (Only for TALXIS.Features...)')])]),e._v(" "),a("tr",[a("td",[e._v("--PrefixName")]),e._v(" "),a("td",[e._v("-P")]),e._v(" "),a("td",[e._v('The prefix. Default is "ntg".')])]),e._v(" "),a("tr",[a("td",[e._v("--PublisherName")]),e._v(" "),a("td",[e._v("-Pu")]),e._v(" "),a("td",[e._v('Publisher name. 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diff --git a/assets/js/page-ProvideanInteractiveAccesstoanEnvironment--724987c0.66df30bd.js b/assets/js/page-ProvideanInteractiveAccesstoanEnvironment--724987c0.33507c6c.js
similarity index 98%
rename from assets/js/page-ProvideanInteractiveAccesstoanEnvironment--724987c0.66df30bd.js
rename to assets/js/page-ProvideanInteractiveAccesstoanEnvironment--724987c0.33507c6c.js
index 1c647de1f..7e104c12a 100644
--- a/assets/js/page-ProvideanInteractiveAccesstoanEnvironment--724987c0.66df30bd.js
+++ b/assets/js/page-ProvideanInteractiveAccesstoanEnvironment--724987c0.33507c6c.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[118],{554:function(e,t,n){"use strict";n.r(t);var r=n(1),a=Object(r.a)({},(function(){var e=this,t=e.$createElement,n=e._self._c||t;return n("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[n("h1",{attrs:{id:"provide-an-interactive-access-to-an-environment"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#provide-an-interactive-access-to-an-environment"}},[e._v("#")]),e._v(" Provide an Interactive Access to an Environment")]),e._v(" "),n("p",[e._v("All the following content follows Power Platform's best practices to meet all security and lifecycle management standards. Specific tenant situations may be consulted with NETWORG.")]),e._v(" "),n("h2",{attrs:{id:"introduction"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#introduction"}},[e._v("#")]),e._v(" Introduction")]),e._v(" "),n("p",[e._v("Interactive access is required due to configuration of the managed applications. For example, setting up connections for connection references being used in the managed flows. Since this can't be done without interactive access, NETWORG requires one interactive user for "),n("RouterLink",{attrs:{to:"/en/developer-guide/applications/onboarding/provision-an-environment.html"}},[e._v("the isolated environment")]),e._v(". Since the access is provided only to this isolated environment, NETWORG cannot access any data outside of the scope of the delivery.")],1),e._v(" "),n("h2",{attrs:{id:"add-a-user"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#add-a-user"}},[e._v("#")]),e._v(" Add a User")]),e._v(" "),n("p",[n("strong",[e._v("Following actions are done by the global (tenant) administrator")]),e._v(". 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\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[118],{556:function(e,t,n){"use strict";n.r(t);var r=n(1),a=Object(r.a)({},(function(){var e=this,t=e.$createElement,n=e._self._c||t;return n("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[n("h1",{attrs:{id:"provide-an-interactive-access-to-an-environment"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#provide-an-interactive-access-to-an-environment"}},[e._v("#")]),e._v(" Provide an Interactive Access to an Environment")]),e._v(" "),n("p",[e._v("All the following content follows Power Platform's best practices to meet all security and lifecycle management standards. Specific tenant situations may be consulted with NETWORG.")]),e._v(" "),n("h2",{attrs:{id:"introduction"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#introduction"}},[e._v("#")]),e._v(" Introduction")]),e._v(" "),n("p",[e._v("Interactive access is required due to configuration of the managed applications. 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diff --git a/assets/js/page-QueryBuilder--5469bf1e.215387ce.js b/assets/js/page-QueryBuilder--5469bf1e.9aae8128.js
similarity index 99%
rename from assets/js/page-QueryBuilder--5469bf1e.215387ce.js
rename to assets/js/page-QueryBuilder--5469bf1e.9aae8128.js
index 3b0709343..91d202c66 100644
--- a/assets/js/page-QueryBuilder--5469bf1e.215387ce.js
+++ b/assets/js/page-QueryBuilder--5469bf1e.9aae8128.js
@@ -1 +1 @@
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string"}},[t._v('"prefix_attributeid"')]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("//from attribute")]),t._v("\n            "),a("span",{pre:!0,attrs:{class:"token string"}},[t._v('"prefix_attributeid"')]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("//to attribute")]),t._v("\n            joinOperator"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("inner"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("// link type")]),t._v("\n            "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("//filter")]),t._v("\n            "),a("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("new")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token class-name"}},[t._v("filter")]),a("span",{pre:!0,attrs:{class:"token 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"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("}")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("]")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n      "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("}")]),t._v("\n")])]),t._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br"),a("span",{staticClass:"line-number"},[t._v("2")]),a("br"),a("span",{staticClass:"line-number"},[t._v("3")]),a("br"),a("span",{staticClass:"line-number"},[t._v("4")]),a("br"),a("span",{staticClass:"line-number"},[t._v("5")]),a("br"),a("span",{staticClass:"line-number"},[t._v("6")]),a("br"),a("span",{staticClass:"line-number"},[t._v("7")]),a("br"),a("span",{staticClass:"line-number"},[t._v("8")]),a("br"),a("span",{staticClass:"line-number"},[t._v("9")]),a("br")])]),a("p",[t._v("And lastly, lets get the fetchXML filter string.")]),t._v(" "),a("div",{staticClass:"language-Typescript line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-typescript"}},[a("code",[a("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("const")]),t._v(" result"),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v(":")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token 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"),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br"),a("span",{staticClass:"line-number"},[t._v("2")]),a("br"),a("span",{staticClass:"line-number"},[t._v("3")]),a("br"),a("span",{staticClass:"line-number"},[t._v("4")]),a("br"),a("span",{staticClass:"line-number"},[t._v("5")]),a("br"),a("span",{staticClass:"line-number"},[t._v("6")]),a("br"),a("span",{staticClass:"line-number"},[t._v("7")]),a("br"),a("span",{staticClass:"line-number"},[t._v("8")]),a("br"),a("span",{staticClass:"line-number"},[t._v("9")]),a("br")])]),a("p",[t._v("Afterwards you can insert this into existing fetchXML using comment "),a("code",[t._v("\x3c!--$sample$--\x3e")]),t._v(" in the fetch defintion and replace function, or you can wrap produced query inside of a new fetchXML.")]),t._v(" "),a("h2",{attrs:{id:"todo-suggestions"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#todo-suggestions"}},[t._v("#")]),t._v(" TODO/Suggestions")]),t._v(" "),a("ul",[a("li",[t._v("Implement method to add nested filter to already existing Filters")]),t._v(" "),a("li",[t._v("Implement translation to OData")]),t._v(" "),a("li",[t._v("Implemented creation of complete FetchXML definiton, not just filter")])])])}),[],!1,null,null,null);s.default=r.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[121],{585:function(t,s,a){"use strict";a.r(s);var n=a(1),r=Object(n.a)({},(function(){var t=this,s=t.$createElement,a=t._self._c||s;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"what-is-talxis-query-builder"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#what-is-talxis-query-builder"}},[t._v("#")]),t._v(" What is TALXIS Query Builder")]),t._v(" "),a("p",[t._v("TALXIS Query Builder allow to create, store and generate FetchXML filter query.")]),t._v(" "),a("h2",{attrs:{id:"why"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#why"}},[t._v("#")]),t._v(" Why")]),t._v(" "),a("p",[t._v("TALXIS Query Builder was develop for use with FetchXML interceptors in TALXIS Portal solution. Interceptor is a tool which alows us to intercept and modify requests containing FetchXML query. However, possible applications might be far bigger. Historically, we already had other cases where we needed to build filter query for FetchXML, such as generating excel document based on critieria provided by attributes set inside of dialog.")]),t._v(" "),a("h2",{attrs:{id:"where-to-find-it"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#where-to-find-it"}},[t._v("#")]),t._v(" Where to find it")]),t._v(" "),a("p",[t._v("TALXIS Query Builder can be found in the namespace")]),t._v(" "),a("div",{staticClass:"language-TypeScript line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-typescript"}},[a("code",[a("span",{pre:!0,attrs:{class:"token constant"}},[t._v("TALXIS")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Utility"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Apps"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Start"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("QueryBuilder\n")])]),t._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br")])]),a("h2",{attrs:{id:"capabilities"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#capabilities"}},[t._v("#")]),t._v(" Capabilities")]),t._v(" "),a("p",[t._v("As you might not be able to reference Query builder from PCT project and other repositories, let take a look at interfaces and enums, which should help you undersatnd what can you do and how to use it. 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punctuation"}},[t._v(".")]),t._v("QueryBuilder"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Filter"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n    "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("//@ts-ignore - INTOOO6 TALXIS")]),t._v("\n    "),a("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("var")]),t._v(" logicalOperator "),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token constant"}},[t._v("TALXIS")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Utility"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Apps"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Start"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("QueryBuilder"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("LogicalOperator"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n    "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("//@ts-ignore - INTOOO6 TALXIS")]),t._v("\n    "),a("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("var")]),t._v(" conditionOperator "),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token constant"}},[t._v("TALXIS")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Utility"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Apps"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Start"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("QueryBuilder"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("ConditionOperator"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n    "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("//@ts-ignore - INTOOO6 TALXIS ")]),t._v("\n    "),a("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("var")]),t._v(" joinOperator "),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token constant"}},[t._v("TALXIS")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Utility"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Apps"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("Start"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("QueryBuilder"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("JoinOperator"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n")])]),t._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br"),a("span",{staticClass:"line-number"},[t._v("2")]),a("br"),a("span",{staticClass:"line-number"},[t._v("3")]),a("br"),a("span",{staticClass:"line-number"},[t._v("4")]),a("br"),a("span",{staticClass:"line-number"},[t._v("5")]),a("br"),a("span",{staticClass:"line-number"},[t._v("6")]),a("br"),a("span",{staticClass:"line-number"},[t._v("7")]),a("br"),a("span",{staticClass:"line-number"},[t._v("8")]),a("br"),a("span",{staticClass:"line-number"},[t._v("9")]),a("br")])]),a("p",[t._v("With that done we can initializou our Filter with a condition.")]),t._v(" "),a("div",{staticClass:"language-TypeScript line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-typescript"}},[a("code",[a("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("let")]),t._v(" sampleEntityFilterQuery "),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("new")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token class-name"}},[t._v("filter")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("(")]),t._v("logicalOperator"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("and"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("[")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("{")]),t._v("\n        attribute"),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v(":")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token string"}},[t._v('"prefix_attibutename"')]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v("\n        conditionOperator"),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v(":")]),t._v(" conditionOperator"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("eq"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v("\n        value"),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v(":")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token string"}},[t._v('"123"')]),t._v("\n     "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("}")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("]")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),t._v("\n")])]),t._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br"),a("span",{staticClass:"line-number"},[t._v("2")]),a("br"),a("span",{staticClass:"line-number"},[t._v("3")]),a("br"),a("span",{staticClass:"line-number"},[t._v("4")]),a("br"),a("span",{staticClass:"line-number"},[t._v("5")]),a("br")])]),a("p",[t._v("Now, lets add link entity condition.")]),t._v(" "),a("div",{staticClass:"language-TypeScript line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-typescript"}},[a("code",[a("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("if")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("(")]),a("span",{pre:!0,attrs:{class:"token number"}},[t._v("321")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v(">")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token number"}},[t._v("123")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("{")]),t._v("\n        sampleEntityFilterQuery"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),a("span",{pre:!0,attrs:{class:"token function"}},[t._v("addLinkEntityCondition")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("(")]),t._v("\n            "),a("span",{pre:!0,attrs:{class:"token string"}},[t._v('"prefix_entity"')]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("//entity name")]),t._v("\n            "),a("span",{pre:!0,attrs:{class:"token string"}},[t._v('"prefix_attributeid"')]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("//from attribute")]),t._v("\n            "),a("span",{pre:!0,attrs:{class:"token string"}},[t._v('"prefix_attributeid"')]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("//to attribute")]),t._v("\n            joinOperator"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("inner"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("// link type")]),t._v("\n            "),a("span",{pre:!0,attrs:{class:"token comment"}},[t._v("//filter")]),t._v("\n            "),a("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("new")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token class-name"}},[t._v("filter")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("(")]),t._v("logicalOperator"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("and"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("[")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("{")]),t._v(" attribute"),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v(":")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token string"}},[t._v('"prefix_attibutename2"')]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" conditionOperator"),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v(":")]),t._v(" conditionOperator"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),t._v("eq"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(",")]),t._v(" value"),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v(":")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token string"}},[t._v('"321"')]),t._v(" "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("}")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("]")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(";")]),t._v("\n      "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("}")]),t._v("\n")])]),t._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br"),a("span",{staticClass:"line-number"},[t._v("2")]),a("br"),a("span",{staticClass:"line-number"},[t._v("3")]),a("br"),a("span",{staticClass:"line-number"},[t._v("4")]),a("br"),a("span",{staticClass:"line-number"},[t._v("5")]),a("br"),a("span",{staticClass:"line-number"},[t._v("6")]),a("br"),a("span",{staticClass:"line-number"},[t._v("7")]),a("br"),a("span",{staticClass:"line-number"},[t._v("8")]),a("br"),a("span",{staticClass:"line-number"},[t._v("9")]),a("br")])]),a("p",[t._v("And lastly, lets get the fetchXML filter string.")]),t._v(" "),a("div",{staticClass:"language-Typescript line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-typescript"}},[a("code",[a("span",{pre:!0,attrs:{class:"token keyword"}},[t._v("const")]),t._v(" result"),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v(":")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token builtin"}},[t._v("string")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token operator"}},[t._v("=")]),t._v(" sampleEntityFilterQuery"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(".")]),a("span",{pre:!0,attrs:{class:"token function"}},[t._v("getFilter")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("(")]),a("span",{pre:!0,attrs:{class:"token string"}},[t._v('"FetchXML"')]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(")")]),t._v("\n")])]),t._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br")])]),a("p",[t._v("Which will produce following string without the formatting.")]),t._v(" "),a("div",{staticClass:"language-XML line-numbers-mode"},[a("pre",{pre:!0,attrs:{class:"language-xml"}},[a("code",[t._v("    "),a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("filter")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("type")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("and"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n        "),a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("condition")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("attribute")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("prefix_attibutename"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("operator")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("eq"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("value")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("123"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("/>")])]),t._v("\n    "),a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("filter")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n    "),a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("link-entity")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("name")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("prefix_entity"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("from")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("prefix_attributeid"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("to")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("prefix_attributeid"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("link-type")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("inner"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n        "),a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("attribute")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("name")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("accountid"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("/>")])]),t._v("\n        "),a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("filter")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("type")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("or"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n              "),a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("<")]),t._v("condition")]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("attribute")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("prefix_attibutename2"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("operator")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("eq"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token attr-name"}},[t._v("value")]),a("span",{pre:!0,attrs:{class:"token attr-value"}},[a("span",{pre:!0,attrs:{class:"token punctuation attr-equals"}},[t._v("=")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')]),t._v("321"),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v('"')])]),t._v(" "),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("/>")])]),t._v("\n        "),a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("filter")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n    "),a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token tag"}},[a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v("</")]),t._v("link-entity")]),a("span",{pre:!0,attrs:{class:"token punctuation"}},[t._v(">")])]),t._v("\n")])]),t._v(" "),a("div",{staticClass:"line-numbers-wrapper"},[a("span",{staticClass:"line-number"},[t._v("1")]),a("br"),a("span",{staticClass:"line-number"},[t._v("2")]),a("br"),a("span",{staticClass:"line-number"},[t._v("3")]),a("br"),a("span",{staticClass:"line-number"},[t._v("4")]),a("br"),a("span",{staticClass:"line-number"},[t._v("5")]),a("br"),a("span",{staticClass:"line-number"},[t._v("6")]),a("br"),a("span",{staticClass:"line-number"},[t._v("7")]),a("br"),a("span",{staticClass:"line-number"},[t._v("8")]),a("br"),a("span",{staticClass:"line-number"},[t._v("9")]),a("br")])]),a("p",[t._v("Afterwards you can insert this into existing fetchXML using comment "),a("code",[t._v("\x3c!--$sample$--\x3e")]),t._v(" in the fetch defintion and replace function, or you can wrap produced query inside of a new fetchXML.")]),t._v(" "),a("h2",{attrs:{id:"todo-suggestions"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#todo-suggestions"}},[t._v("#")]),t._v(" TODO/Suggestions")]),t._v(" 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\ No newline at end of file
diff --git a/assets/js/page-QuickLookupEdit--1e3c87de.5ba909f7.js b/assets/js/page-QuickLookupEdit--1e3c87de.65c23133.js
similarity index 97%
rename from assets/js/page-QuickLookupEdit--1e3c87de.5ba909f7.js
rename to assets/js/page-QuickLookupEdit--1e3c87de.65c23133.js
index b7232422b..67c5c48ec 100644
--- a/assets/js/page-QuickLookupEdit--1e3c87de.5ba909f7.js
+++ b/assets/js/page-QuickLookupEdit--1e3c87de.65c23133.js
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diff --git a/assets/js/page-Rating--2bb7217c.93bf9649.js b/assets/js/page-Rating--2bb7217c.ab10c4b7.js
similarity index 96%
rename from assets/js/page-Rating--2bb7217c.93bf9649.js
rename to assets/js/page-Rating--2bb7217c.ab10c4b7.js
index 7adbd669d..ab21cd7e2 100644
--- a/assets/js/page-Rating--2bb7217c.93bf9649.js
+++ b/assets/js/page-Rating--2bb7217c.ab10c4b7.js
@@ -1 +1 @@
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[123],{550:function(t,e,n){"use strict";n.r(e);var i=n(1),s=Object(i.a)({},(function(){var t=this,e=t.$createElement,n=t._self._c||e;return n("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[n("h1",{attrs:{id:"rating"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#rating"}},[t._v("#")]),t._v(" Rating")]),t._v(" "),n("h2",{attrs:{id:"displayed-on-form"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#displayed-on-form"}},[t._v("#")]),t._v(" Displayed on form")]),t._v(" "),n("p",[t._v("!Rating Control Displayed On Form](/.attachments/applications/Controls/ratingcontrol.png)")]),t._v(" "),n("h2",{attrs:{id:"binding-field"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#binding-field"}},[t._v("#")]),t._v(" Binding Field")]),t._v(" "),n("p",[t._v("This control can be binded to any filed of type Whole Number.")]),t._v(" "),n("h2",{attrs:{id:"inputs"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[t._v("#")]),t._v(" Inputs")]),t._v(" "),n("ul",[n("li",[t._v("Max Value - Maximum value of rating")]),t._v(" "),n("li",[t._v("Icon\n"),n("ul",[n("li",[t._v("Icon displayed when selected")]),t._v(" "),n("li",[t._v("List of icons: https://developer.microsoft.com/en-us/fluentui#/styles/web/icons")])])]),t._v(" "),n("li",[t._v("Unselected Icon\n"),n("ul",[n("li",[t._v("Icon displayed when unselected")]),t._v(" "),n("li",[t._v("List of icons: https://developer.microsoft.com/en-us/fluentui#/styles/web/icons")])])]),t._v(" "),n("li",[t._v("Color\n"),n("ul",[n("li",[t._v("Select Hex color for rating icons")]),t._v(" "),n("li",[t._v("Default value is golden (#FFBF00)")])])])])])}),[],!1,null,null,null);e.default=s.exports}}]);
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diff --git a/assets/js/page-RecordOperations--2b1263e2.d7dff169.js b/assets/js/page-RecordOperations--2b1263e2.940a3dfb.js
similarity index 97%
rename from assets/js/page-RecordOperations--2b1263e2.d7dff169.js
rename to assets/js/page-RecordOperations--2b1263e2.940a3dfb.js
index 768e6408f..3864b4941 100644
--- a/assets/js/page-RecordOperations--2b1263e2.d7dff169.js
+++ b/assets/js/page-RecordOperations--2b1263e2.940a3dfb.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[125],{586:function(e,t,a){"use strict";a.r(t);var o=a(1),r=Object(o.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"record-operations"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#record-operations"}},[e._v("#")]),e._v(" Record Operations")]),e._v(" "),a("p",[e._v("Usually when you work with Flows, Workflows and Activities you need to do few extra things when manipulating records because some actions are not natively supported by the platform. This is a reason why we created the Record Operations utility feature.")]),e._v(" "),a("h2",{attrs:{id:"exposed-apis"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#exposed-apis"}},[e._v("#")]),e._v(" Exposed APIs")]),e._v(" "),a("p",[e._v("You can consume this feature using:")]),e._v(" "),a("h3",{attrs:{id:"code-activities-in-the-workflow-engine-workflows-and-actions"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#code-activities-in-the-workflow-engine-workflows-and-actions"}},[e._v("#")]),e._v(" Code Activities in the workflow engine - workflows and actions")]),e._v(" "),a("h4",{attrs:{id:"create-a-record-from-relationship-mapping"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#create-a-record-from-relationship-mapping"}},[e._v("#")]),e._v(" Create a record from relationship mapping")]),e._v(" "),a("p",[e._v("This activity can be used to create new records using attribute maps from EntityMap.xml definitions where you can define which values should be copied over from the original record.\n"),a("img",{attrs:{src:"/.attachments/Screen%20Shot%202021-01-07%20at%2010.43.23%20PM.png",alt:"List of Record Operations Code Activities"}})]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Screen%20Shot%202021-01-07%20at%2010.31.16%20PM.png",alt:"List of Record Operations Code Activities"}})]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Screen%20Shot%202021-01-07%20at%2010.38.48%20PM.png",alt:"Example of Create Record From Mapping Code Activity"}})]),e._v(" "),a("p",[e._v("It implements "),a("a",{attrs:{href:"https://docs.microsoft.com/en-us/dotnet/api/microsoft.crm.sdk.messages.initializefromrequest",target:"_blank",rel:"noopener noreferrer"}},[e._v("InitializeFromRequest"),a("OutboundLink")],1)]),e._v(" "),a("h3",{attrs:{id:"some-of-the-code-activities-are-exposed-as-unbound-actions"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#some-of-the-code-activities-are-exposed-as-unbound-actions"}},[e._v("#")]),e._v(" Some of the Code Activities are exposed as Unbound Actions")]),e._v(" "),a("p",[e._v("These can be accessed via the Organization OData API endpoint (integration/JavaScript extensions), executed by plugin or called by Dataverse (current environment connector).")])])}),[],!1,null,null,null);t.default=r.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[125],{587:function(e,t,a){"use strict";a.r(t);var o=a(1),r=Object(o.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"record-operations"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#record-operations"}},[e._v("#")]),e._v(" Record Operations")]),e._v(" "),a("p",[e._v("Usually when you work with Flows, Workflows and Activities you need to do few extra things when manipulating records because some actions are not natively supported by the platform. This is a reason why we created the Record Operations utility feature.")]),e._v(" "),a("h2",{attrs:{id:"exposed-apis"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#exposed-apis"}},[e._v("#")]),e._v(" Exposed APIs")]),e._v(" "),a("p",[e._v("You can consume this feature using:")]),e._v(" "),a("h3",{attrs:{id:"code-activities-in-the-workflow-engine-workflows-and-actions"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#code-activities-in-the-workflow-engine-workflows-and-actions"}},[e._v("#")]),e._v(" Code Activities in the workflow engine - workflows and actions")]),e._v(" "),a("h4",{attrs:{id:"create-a-record-from-relationship-mapping"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#create-a-record-from-relationship-mapping"}},[e._v("#")]),e._v(" Create a record from relationship mapping")]),e._v(" "),a("p",[e._v("This activity can be used to create new records using attribute maps from EntityMap.xml definitions where you can define which values should be copied over from the original record.\n"),a("img",{attrs:{src:"/.attachments/Screen%20Shot%202021-01-07%20at%2010.43.23%20PM.png",alt:"List of Record Operations Code Activities"}})]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Screen%20Shot%202021-01-07%20at%2010.31.16%20PM.png",alt:"List of Record Operations Code Activities"}})]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Screen%20Shot%202021-01-07%20at%2010.38.48%20PM.png",alt:"Example of Create Record From Mapping Code Activity"}})]),e._v(" "),a("p",[e._v("It implements "),a("a",{attrs:{href:"https://docs.microsoft.com/en-us/dotnet/api/microsoft.crm.sdk.messages.initializefromrequest",target:"_blank",rel:"noopener noreferrer"}},[e._v("InitializeFromRequest"),a("OutboundLink")],1)]),e._v(" "),a("h3",{attrs:{id:"some-of-the-code-activities-are-exposed-as-unbound-actions"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#some-of-the-code-activities-are-exposed-as-unbound-actions"}},[e._v("#")]),e._v(" Some of the Code Activities are exposed as Unbound Actions")]),e._v(" "),a("p",[e._v("These can be accessed via the Organization OData API endpoint (integration/JavaScript extensions), executed by plugin or called by Dataverse (current environment connector).")])])}),[],!1,null,null,null);t.default=r.exports}}]);
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diff --git a/assets/js/page-Relationship--19f2f1d4.e86ae68f.js b/assets/js/page-Relationship--19f2f1d4.1fa0e8ba.js
similarity index 99%
rename from assets/js/page-Relationship--19f2f1d4.e86ae68f.js
rename to assets/js/page-Relationship--19f2f1d4.1fa0e8ba.js
index 541a95bd8..31f982139 100644
--- a/assets/js/page-Relationship--19f2f1d4.e86ae68f.js
+++ b/assets/js/page-Relationship--19f2f1d4.1fa0e8ba.js
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Because of that there is no point of doing that since the only thing I would achieve is getting some useless code in the repository.")]),e._v(" "),a("p",[e._v("It can be kinda tricky to recognize which one is valid and which one is not.")]),e._v(" "),a("p",[a("strong",[e._v("There are tips to recognize them more easily:")])]),e._v(" "),a("ul",[a("li",[e._v("Relationships to entities: systemuser, Business Unit, Owner, Team; are the ones of unmanaged relationships. You do not need to worry about them.")]),e._v(" "),a("li",[e._v("Relationships with talxis_ or other prefix (same as publisher prefix) are usually the ones you have to put in the code.")]),e._v(" "),a("li",[e._v("When creating an Activity Entity, do not put there any of them. Leave it blank.")]),e._v(" "),a("li",[e._v("When creating a new business process flow, put every generated relationship in code.")])]),e._v(" "),a("hr"),e._v(" "),a("p",[e._v("Working with relationships is sometimes a challenging stuff to do. Contact the seniors if you are stucked. They will be happy to help.")])])}),[],!1,null,null,null);t.default=s.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Rolesinthecontractprocess--0486d022.75445cc7.js b/assets/js/page-Rolesinthecontractprocess--0486d022.177e8803.js
similarity index 98%
rename from assets/js/page-Rolesinthecontractprocess--0486d022.75445cc7.js
rename to assets/js/page-Rolesinthecontractprocess--0486d022.177e8803.js
index 6fe6cc71e..98cf8578d 100644
--- a/assets/js/page-Rolesinthecontractprocess--0486d022.75445cc7.js
+++ b/assets/js/page-Rolesinthecontractprocess--0486d022.177e8803.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[127],{645:function(e,t,r){"use strict";r.r(t);var i=r(1),a=Object(i.a)({},(function(){var e=this,t=e.$createElement,r=e._self._c||t;return r("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[r("h1",{attrs:{id:"roles-in-the-contract-process"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#roles-in-the-contract-process"}},[e._v("#")]),e._v(" Roles in the contract process")]),e._v(" "),r("p",[e._v("We have defined various roles in the contract processes. Each role has its responsibilities. Users for these roles are defined through the contract records and configurations.")]),e._v(" "),r("p",[e._v("Each user is notified by a created task or an email when there is an action required from them.")]),e._v(" "),r("h2",{attrs:{id:"admin"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#admin"}},[e._v("#")]),e._v(" Admin")]),e._v(" "),r("p",[e._v("Admins are defined in the configuration of contract review. You can find it here: "),r("RouterLink",{attrs:{to:"/en/customizer-guide/modules/contract/configure-contract-review-and-approval/"}},[e._v("Configure the contract process")]),e._v(".")],1),e._v(" "),r("p",[e._v("Responsibilities:")]),e._v(" "),r("ul",[r("li",[e._v("Start a review")]),e._v(" "),r("li",[e._v("Skip a review")]),e._v(" "),r("li",[e._v("Implement accepted comments")]),e._v(" "),r("li",[e._v("Send the review for approval")]),e._v(" "),r("li",[e._v("Send the contract for signature")]),e._v(" "),r("li",[e._v("Mark the contract as accepted")])]),e._v(" "),r("h2",{attrs:{id:"requester"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#requester"}},[e._v("#")]),e._v(" Requester")]),e._v(" "),r("p",[e._v("The requester is the user who is defined in the "),r("strong",[e._v("Requester")]),e._v(" attribute on the contract form. Hiere is how to create a contract: "),r("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/#where-to-find-them"}},[e._v("Create a contract")]),e._v(".")],1),e._v(" "),r("p",[e._v("Responsibilities:")]),e._v(" "),r("ul",[r("li",[e._v("Accept or reject comments from the review")])]),e._v(" "),r("h2",{attrs:{id:"reviewer"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#reviewer"}},[e._v("#")]),e._v(" Reviewer")]),e._v(" "),r("p",[e._v("These users are defined in the configuration of contract review. You can find it here: "),r("RouterLink",{attrs:{to:"/en/customizer-guide/modules/contract/configure-contract-review-and-approval/"}},[e._v("Configure the contract process")]),e._v(".")],1),e._v(" "),r("p",[e._v("Responsibilities:")]),e._v(" "),r("ul",[r("li",[e._v("Review contracts and comment on them if necessary")])]),e._v(" "),r("h2",{attrs:{id:"representative"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#representative"}},[e._v("#")]),e._v(" Representative")]),e._v(" "),r("p",[e._v("Representatives are defined in the configuration of contract review. You can find it here: "),r("RouterLink",{attrs:{to:"/en/customizer-guide/modules/contract/configure-contract-review-and-approval/"}},[e._v("Configure the contract process")]),e._v(".")],1),e._v(" "),r("p",[e._v("Responsibilities:")]),e._v(" "),r("ul",[r("li",[e._v("Approve or reject contracts")])])])}),[],!1,null,null,null);t.default=a.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[127],{646:function(e,t,r){"use strict";r.r(t);var i=r(1),a=Object(i.a)({},(function(){var e=this,t=e.$createElement,r=e._self._c||t;return r("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[r("h1",{attrs:{id:"roles-in-the-contract-process"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#roles-in-the-contract-process"}},[e._v("#")]),e._v(" Roles in the contract process")]),e._v(" "),r("p",[e._v("We have defined various roles in the contract processes. Each role has its responsibilities. Users for these roles are defined through the contract records and configurations.")]),e._v(" "),r("p",[e._v("Each user is notified by a created task or an email when there is an action required from them.")]),e._v(" "),r("h2",{attrs:{id:"admin"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#admin"}},[e._v("#")]),e._v(" Admin")]),e._v(" "),r("p",[e._v("Admins are defined in the configuration of contract review. You can find it here: "),r("RouterLink",{attrs:{to:"/en/customizer-guide/modules/contract/configure-contract-review-and-approval/"}},[e._v("Configure the contract process")]),e._v(".")],1),e._v(" "),r("p",[e._v("Responsibilities:")]),e._v(" "),r("ul",[r("li",[e._v("Start a review")]),e._v(" "),r("li",[e._v("Skip a review")]),e._v(" "),r("li",[e._v("Implement accepted comments")]),e._v(" "),r("li",[e._v("Send the review for approval")]),e._v(" "),r("li",[e._v("Send the contract for signature")]),e._v(" "),r("li",[e._v("Mark the contract as accepted")])]),e._v(" "),r("h2",{attrs:{id:"requester"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#requester"}},[e._v("#")]),e._v(" Requester")]),e._v(" "),r("p",[e._v("The requester is the user who is defined in the "),r("strong",[e._v("Requester")]),e._v(" attribute on the contract form. Hiere is how to create a contract: "),r("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/#where-to-find-them"}},[e._v("Create a contract")]),e._v(".")],1),e._v(" "),r("p",[e._v("Responsibilities:")]),e._v(" "),r("ul",[r("li",[e._v("Accept or reject comments from the review")])]),e._v(" "),r("h2",{attrs:{id:"reviewer"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#reviewer"}},[e._v("#")]),e._v(" Reviewer")]),e._v(" "),r("p",[e._v("These users are defined in the configuration of contract review. You can find it here: "),r("RouterLink",{attrs:{to:"/en/customizer-guide/modules/contract/configure-contract-review-and-approval/"}},[e._v("Configure the contract process")]),e._v(".")],1),e._v(" "),r("p",[e._v("Responsibilities:")]),e._v(" "),r("ul",[r("li",[e._v("Review contracts and comment on them if necessary")])]),e._v(" "),r("h2",{attrs:{id:"representative"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#representative"}},[e._v("#")]),e._v(" Representative")]),e._v(" "),r("p",[e._v("Representatives are defined in the configuration of contract review. You can find it here: "),r("RouterLink",{attrs:{to:"/en/customizer-guide/modules/contract/configure-contract-review-and-approval/"}},[e._v("Configure the contract process")]),e._v(".")],1),e._v(" "),r("p",[e._v("Responsibilities:")]),e._v(" "),r("ul",[r("li",[e._v("Approve or reject contracts")])])])}),[],!1,null,null,null);t.default=a.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Rolesintheprocurementprocess--6b3f993c.68ac1b0b.js b/assets/js/page-Rolesintheprocurementprocess--6b3f993c.61cd2ed8.js
similarity index 97%
rename from assets/js/page-Rolesintheprocurementprocess--6b3f993c.68ac1b0b.js
rename to assets/js/page-Rolesintheprocurementprocess--6b3f993c.61cd2ed8.js
index 95fc2b372..7acf6d379 100644
--- a/assets/js/page-Rolesintheprocurementprocess--6b3f993c.68ac1b0b.js
+++ b/assets/js/page-Rolesintheprocurementprocess--6b3f993c.61cd2ed8.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[128],{656:function(e,r,t){"use strict";t.r(r);var o=t(1),a=Object(o.a)({},(function(){var e=this,r=e.$createElement,t=e._self._c||r;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"roles-in-the-procurement-process"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#roles-in-the-procurement-process"}},[e._v("#")]),e._v(" Roles in the procurement process")]),e._v(" "),t("p",[e._v("We have defined various roles in the procurement processes. Each role has its responsibilities. Users for these roles are defined through the purchase invoice records and configurations.")]),e._v(" "),t("p",[e._v("Each user is notified by a MS teams notification or an email when there is an action required from them.")]),e._v(" "),t("h2",{attrs:{id:"owner-of-the-purchase-invoice"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#owner-of-the-purchase-invoice"}},[e._v("#")]),e._v(" Owner of the purchase invoice")]),e._v(" "),t("p",[e._v("The owner is the user who created the purchase invoice and wants to send it for approval.")]),e._v(" "),t("h2",{attrs:{id:"chief-approver"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#chief-approver"}},[e._v("#")]),e._v(" Chief approver")]),e._v(" "),t("p",[e._v("The chief approvers are those who must always approve the purchase invoice before issuing it. The chief approvers are set in the configuration. You can find it here: "),t("RouterLink",{attrs:{to:"/en/customizer-guide/modules/procurement/configure-procurement/"}},[e._v("Configure the procurement process")]),e._v(".")],1),e._v(" "),t("h2",{attrs:{id:"category-level-approver"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#category-level-approver"}},[e._v("#")]),e._v(" Category level approver")]),e._v(" "),t("p",[e._v("Purchase invoice is approved by the members of the given category level. Invoice category level is groupings of similar goods or services. Category level approvers are set when creating a product in purchase invoice. More information "),t("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/"}},[e._v("Add an invoice detail")]),e._v(".")],1),e._v(" "),t("p",[t("strong",[e._v("Example:")]),e._v(" John created a purchase invoice for the purchase of new office chairs and for the proposal to pass the administration should approve it.")]),e._v(" "),t("h2",{attrs:{id:"accountant"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#accountant"}},[e._v("#")]),e._v(" Accountant")]),e._v(" "),t("p",[e._v("Accountant is the user who confirms whether the purchase invoice was paid after it was issued. The accountants are set in the configuration. You can find it here: "),t("RouterLink",{attrs:{to:"/en/customizer-guide/modules/procurement/configure-procurement/"}},[e._v("Configure the procurement process")]),e._v(".")],1)])}),[],!1,null,null,null);r.default=a.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[128],{659:function(e,r,t){"use strict";t.r(r);var o=t(1),a=Object(o.a)({},(function(){var e=this,r=e.$createElement,t=e._self._c||r;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"roles-in-the-procurement-process"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#roles-in-the-procurement-process"}},[e._v("#")]),e._v(" Roles in the procurement process")]),e._v(" "),t("p",[e._v("We have defined various roles in the procurement processes. Each role has its responsibilities. Users for these roles are defined through the purchase invoice records and configurations.")]),e._v(" "),t("p",[e._v("Each user is notified by a MS teams notification or an email when there is an action required from them.")]),e._v(" "),t("h2",{attrs:{id:"owner-of-the-purchase-invoice"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#owner-of-the-purchase-invoice"}},[e._v("#")]),e._v(" Owner of the purchase invoice")]),e._v(" "),t("p",[e._v("The owner is the user who created the purchase invoice and wants to send it for approval.")]),e._v(" "),t("h2",{attrs:{id:"chief-approver"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#chief-approver"}},[e._v("#")]),e._v(" Chief approver")]),e._v(" "),t("p",[e._v("The chief approvers are those who must always approve the purchase invoice before issuing it. The chief approvers are set in the configuration. You can find it here: "),t("RouterLink",{attrs:{to:"/en/customizer-guide/modules/procurement/configure-procurement/"}},[e._v("Configure the procurement process")]),e._v(".")],1),e._v(" "),t("h2",{attrs:{id:"category-level-approver"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#category-level-approver"}},[e._v("#")]),e._v(" Category level approver")]),e._v(" "),t("p",[e._v("Purchase invoice is approved by the members of the given category level. Invoice category level is groupings of similar goods or services. Category level approvers are set when creating a product in purchase invoice. More information "),t("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/"}},[e._v("Add an invoice detail")]),e._v(".")],1),e._v(" "),t("p",[t("strong",[e._v("Example:")]),e._v(" John created a purchase invoice for the purchase of new office chairs and for the proposal to pass the administration should approve it.")]),e._v(" "),t("h2",{attrs:{id:"accountant"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#accountant"}},[e._v("#")]),e._v(" Accountant")]),e._v(" "),t("p",[e._v("Accountant is the user who confirms whether the purchase invoice was paid after it was issued. The accountants are set in the configuration. You can find it here: "),t("RouterLink",{attrs:{to:"/en/customizer-guide/modules/procurement/configure-procurement/"}},[e._v("Configure the procurement process")]),e._v(".")],1)])}),[],!1,null,null,null);r.default=a.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Securityanduserprivileges--348cbf62.6c876e6c.js b/assets/js/page-Securityanduserprivileges--348cbf62.33af2a50.js
similarity index 95%
rename from assets/js/page-Securityanduserprivileges--348cbf62.6c876e6c.js
rename to assets/js/page-Securityanduserprivileges--348cbf62.33af2a50.js
index d827ed9b0..65fa57f84 100644
--- a/assets/js/page-Securityanduserprivileges--348cbf62.6c876e6c.js
+++ b/assets/js/page-Securityanduserprivileges--348cbf62.33af2a50.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[130],{667:function(e,t,r){"use strict";r.r(t);var s=r(1),a=Object(s.a)({},(function(){var e=this,t=e.$createElement,r=e._self._c||t;return r("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[r("h1",{attrs:{id:"security-and-user-privileges"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#security-and-user-privileges"}},[e._v("#")]),e._v(" Security and user privileges")]),e._v(" "),r("p",[e._v("A privilege defines how different users, such as salespeople, access different types of records. In smaller companies, it doesn't matter much about defining privileges, but for larger corporations, these security and user privileges are useful. Imagine that we have a company that consists of three managers and three departments and one head of the company. We don't want the first department to see the contacts owned by the second department and vice versa. Therefore, security and user privileges are defined to prevent access to data between departments. If the first department needs to see some records from the second department, the manager of the first department who has the privilege of seeing the records of other departments can see this data and provide it to his department. Head of the company can manipulate and display data from all departments.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/securityroles.png",alt:"Security roles"}})]),e._v(" "),r("p",[e._v("in-progress...")])])}),[],!1,null,null,null);t.default=a.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[130],{671:function(e,t,r){"use strict";r.r(t);var s=r(1),a=Object(s.a)({},(function(){var e=this,t=e.$createElement,r=e._self._c||t;return r("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[r("h1",{attrs:{id:"security-and-user-privileges"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#security-and-user-privileges"}},[e._v("#")]),e._v(" Security and user privileges")]),e._v(" "),r("p",[e._v("A privilege defines how different users, such as salespeople, access different types of records. In smaller companies, it doesn't matter much about defining privileges, but for larger corporations, these security and user privileges are useful. Imagine that we have a company that consists of three managers and three departments and one head of the company. We don't want the first department to see the contacts owned by the second department and vice versa. Therefore, security and user privileges are defined to prevent access to data between departments. If the first department needs to see some records from the second department, the manager of the first department who has the privilege of seeing the records of other departments can see this data and provide it to his department. Head of the company can manipulate and display data from all departments.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/securityroles.png",alt:"Security roles"}})]),e._v(" "),r("p",[e._v("in-progress...")])])}),[],!1,null,null,null);t.default=a.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-SelectApplication--e661743c.452eaf5a.js b/assets/js/page-SelectApplication--e661743c.3035a17c.js
similarity index 96%
rename from assets/js/page-SelectApplication--e661743c.452eaf5a.js
rename to assets/js/page-SelectApplication--e661743c.3035a17c.js
index b34bff09a..9c84c0073 100644
--- a/assets/js/page-SelectApplication--e661743c.452eaf5a.js
+++ b/assets/js/page-SelectApplication--e661743c.3035a17c.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[131],{624:function(t,e,i){"use strict";i.r(e);var a=i(1),n=Object(a.a)({},(function(){var t=this,e=t.$createElement,i=t._self._c||e;return i("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[i("h1",{attrs:{id:"select-application"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#select-application"}},[t._v("#")]),t._v(" Select Application")]),t._v(" "),i("p",[t._v("After "),i("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/"}},[t._v("logging")]),t._v(" in to the environment, you will get the option to select the application you need to work with. Select one of the applications and you will be automatically redirected to the "),i("strong",[t._v("Application")]),t._v(".")],1),t._v(" "),i("h2",{attrs:{id:"list-of-applications-after-login"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#list-of-applications-after-login"}},[t._v("#")]),t._v(" List of applications after login")]),t._v(" "),i("p",[i("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/ListOfApplications.png",alt:"List of applications"}})]),t._v(" "),i("h2",{attrs:{id:"switch-between-applications"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#switch-between-applications"}},[t._v("#")]),t._v(" Switch between applications")]),t._v(" "),i("p",[t._v("If you need to switch between apps, you can use the "),i("strong",[t._v("App selector")]),t._v(". Just click on Application Name and then a list of applications within your environment will be displayed.")]),t._v(" "),i("p",[i("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/appSelector.png",alt:"Switch between applications"}})])])}),[],!1,null,null,null);e.default=n.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[131],{627:function(t,e,i){"use strict";i.r(e);var a=i(1),n=Object(a.a)({},(function(){var t=this,e=t.$createElement,i=t._self._c||e;return i("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[i("h1",{attrs:{id:"select-application"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#select-application"}},[t._v("#")]),t._v(" Select Application")]),t._v(" "),i("p",[t._v("After "),i("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/"}},[t._v("logging")]),t._v(" in to the environment, you will get the option to select the application you need to work with. Select one of the applications and you will be automatically redirected to the "),i("strong",[t._v("Application")]),t._v(".")],1),t._v(" "),i("h2",{attrs:{id:"list-of-applications-after-login"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#list-of-applications-after-login"}},[t._v("#")]),t._v(" List of applications after login")]),t._v(" "),i("p",[i("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/ListOfApplications.png",alt:"List of applications"}})]),t._v(" "),i("h2",{attrs:{id:"switch-between-applications"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#switch-between-applications"}},[t._v("#")]),t._v(" Switch between applications")]),t._v(" "),i("p",[t._v("If you need to switch between apps, you can use the "),i("strong",[t._v("App selector")]),t._v(". Just click on Application Name and then a list of applications within your environment will be displayed.")]),t._v(" "),i("p",[i("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/appSelector.png",alt:"Switch between applications"}})])])}),[],!1,null,null,null);e.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Sentapurchaseinvoiceforapproval--ceb95980.cfd1461c.js b/assets/js/page-Sentapurchaseinvoiceforapproval--ceb95980.a0a4c389.js
similarity index 97%
rename from assets/js/page-Sentapurchaseinvoiceforapproval--ceb95980.cfd1461c.js
rename to assets/js/page-Sentapurchaseinvoiceforapproval--ceb95980.a0a4c389.js
index 5cca61dd3..2780e0ddb 100644
--- a/assets/js/page-Sentapurchaseinvoiceforapproval--ceb95980.cfd1461c.js
+++ b/assets/js/page-Sentapurchaseinvoiceforapproval--ceb95980.a0a4c389.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[132],{659:function(e,t,r){"use strict";r.r(t);var a=r(1),s=Object(a.a)({},(function(){var e=this,t=e.$createElement,r=e._self._c||t;return r("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[r("h1",{attrs:{id:"sent-a-purchase-invoice-for-approval"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#sent-a-purchase-invoice-for-approval"}},[e._v("#")]),e._v(" Sent a purchase invoice for approval")]),e._v(" "),r("p",[e._v("After the purchase invoice is created, we can send it for approval. If you have not yet created a purchase invoice, see this page: "),r("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/"}},[e._v("Create a purchase invoice")]),e._v(".")],1),e._v(" "),r("ol",[r("li",[e._v("Open the record with purchase invoice.")]),e._v(" "),r("li",[e._v("Select a "),r("strong",[e._v("Prepare Purchase Invoice")]),e._v(" stage and press the "),r("strong",[e._v("Next Stage")]),e._v(" button."),r("br"),e._v(" "),r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/preparePurchaseInvoiceStage.png",alt:"Prepare purchase invoice stage"}})])]),e._v(" "),r("p",[e._v("You will be moved to the next stage "),r("strong",[e._v("Pending For Approval")]),e._v(" and the purchase invoice record will be read-only to prevent its editing.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/pendingForApprovalStage.png",alt:"Pending for approval stage"}})]),e._v(" "),r("p",[e._v("In the "),r("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[e._v("timeline")]),e._v(" you can see a note that the approval process has started:"),r("br"),e._v(" "),r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/sentForApprovalTimeline.png",alt:"Note in Timeline"}})],1),e._v(" "),r("p",[e._v("It is now up to the approvers to "),r("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/"}},[e._v("approve the purchase invoice")]),e._v(".")],1)])}),[],!1,null,null,null);t.default=s.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[132],{662:function(e,t,r){"use strict";r.r(t);var a=r(1),s=Object(a.a)({},(function(){var e=this,t=e.$createElement,r=e._self._c||t;return r("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[r("h1",{attrs:{id:"sent-a-purchase-invoice-for-approval"}},[r("a",{staticClass:"header-anchor",attrs:{href:"#sent-a-purchase-invoice-for-approval"}},[e._v("#")]),e._v(" Sent a purchase invoice for approval")]),e._v(" "),r("p",[e._v("After the purchase invoice is created, we can send it for approval. If you have not yet created a purchase invoice, see this page: "),r("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/"}},[e._v("Create a purchase invoice")]),e._v(".")],1),e._v(" "),r("ol",[r("li",[e._v("Open the record with purchase invoice.")]),e._v(" "),r("li",[e._v("Select a "),r("strong",[e._v("Prepare Purchase Invoice")]),e._v(" stage and press the "),r("strong",[e._v("Next Stage")]),e._v(" button."),r("br"),e._v(" "),r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/preparePurchaseInvoiceStage.png",alt:"Prepare purchase invoice stage"}})])]),e._v(" "),r("p",[e._v("You will be moved to the next stage "),r("strong",[e._v("Pending For Approval")]),e._v(" and the purchase invoice record will be read-only to prevent its editing.")]),e._v(" "),r("p",[r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/pendingForApprovalStage.png",alt:"Pending for approval stage"}})]),e._v(" "),r("p",[e._v("In the "),r("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[e._v("timeline")]),e._v(" you can see a note that the approval process has started:"),r("br"),e._v(" "),r("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/sentForApprovalTimeline.png",alt:"Note in Timeline"}})],1),e._v(" "),r("p",[e._v("It is now up to the approvers to "),r("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/"}},[e._v("approve the purchase invoice")]),e._v(".")],1)])}),[],!1,null,null,null);t.default=s.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Signi(iSmlouva)--182b015b.a6cc6998.js b/assets/js/page-Signi(iSmlouva)--182b015b.21e8855c.js
similarity index 97%
rename from assets/js/page-Signi(iSmlouva)--182b015b.a6cc6998.js
rename to assets/js/page-Signi(iSmlouva)--182b015b.21e8855c.js
index 9a920f237..a9d2bb043 100644
--- a/assets/js/page-Signi(iSmlouva)--182b015b.a6cc6998.js
+++ b/assets/js/page-Signi(iSmlouva)--182b015b.21e8855c.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[133],{508:function(e,t,o){"use strict";o.r(t);var r=o(1),n=Object(r.a)({},(function(){var e=this,t=e.$createElement,o=e._self._c||t;return o("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[o("h1",{attrs:{id:"signi-ismlouva"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#signi-ismlouva"}},[e._v("#")]),e._v(" Signi (iSmlouva)")]),e._v(" "),o("p",[e._v("Signi je cloudová služba, určená primárně pro mobilní zařízení, která umožňuje vytváření, správu a uzavírání dokumentů ve 100% digitální podobě. Díky naší integraci ji můžete pohodlně využívat z "),o("a",{attrs:{href:"https://flow.microsoft.com",target:"_blank",rel:"noopener noreferrer"}},[e._v("Microsoft Power Automate"),o("OutboundLink")],1),e._v(" a automatizovat tak podepisování dokumentů přímo z Power Platformy, SharePointu, Dynamics 365 nebo dalších systémů.")]),e._v(" "),o("h2",{attrs:{id:"hlavni-vyhody"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#hlavni-vyhody"}},[e._v("#")]),e._v(" Hlavní výhody")]),e._v(" "),o("ul",[o("li",[e._v("Podpora více workspaců (různých účtů např. pro Česko, Polsko, atd.)")]),e._v(" "),o("li",[e._v("Uživatel se přihlašuje svým pracovním účtem")]),e._v(" "),o("li",[e._v("Možnost řízení oprávnění přístupu k jednotlivým workspacům")])]),e._v(" "),o("h2",{attrs:{id:"zaciname"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#zaciname"}},[e._v("#")]),e._v(" Začínáme")]),e._v(" "),o("ol",[o("li",[e._v("Vygenerujte si API klíč pro váš workspace podle "),o("a",{attrs:{href:"https://signi.refined.site/space/PKNB/383516725",target:"_blank",rel:"noopener noreferrer"}},[e._v("tohoto návodu"),o("OutboundLink")],1),e._v(", samotné vygenerování probíhá na "),o("a",{attrs:{href:"https://app.signi.com/api",target:"_blank",rel:"noopener noreferrer"}},[e._v("této stránce"),o("OutboundLink")],1)]),e._v(" "),o("li",[e._v("Vyplňte následující "),o("a",{attrs:{href:"https://go.tntg.cz/ismlouva-signup",target:"_blank",rel:"noopener noreferrer"}},[e._v("formulář"),o("OutboundLink")],1),e._v(", abychom pro Vás mohli vše nachystat")]),e._v(" "),o("li",[e._v("Stáhněte si následující "),o("a",{attrs:{href:"https://talxisconnectors.blob.core.windows.net/public/release/signi/TALXIS.Connectors.iSmlouva.zip",target:"_blank",rel:"noopener noreferrer"}},[e._v("balíček"),o("OutboundLink")],1),e._v(", který můžete "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/import-update-export-solutions",target:"_blank",rel:"noopener noreferrer"}},[e._v("nasadit do vašeho prostředí"),o("OutboundLink")],1),e._v(", kde budete konektor využívat.\n"),o("ul",[o("li",[e._v("V případě potřeby se na nás můžete obrátit a my vám pomůžeme řešení nasadit.")])])])])])}),[],!1,null,null,null);t.default=n.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[133],{509:function(e,t,o){"use strict";o.r(t);var r=o(1),n=Object(r.a)({},(function(){var e=this,t=e.$createElement,o=e._self._c||t;return o("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[o("h1",{attrs:{id:"signi-ismlouva"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#signi-ismlouva"}},[e._v("#")]),e._v(" Signi (iSmlouva)")]),e._v(" "),o("p",[e._v("Signi je cloudová služba, určená primárně pro mobilní zařízení, která umožňuje vytváření, správu a uzavírání dokumentů ve 100% digitální podobě. Díky naší integraci ji můžete pohodlně využívat z "),o("a",{attrs:{href:"https://flow.microsoft.com",target:"_blank",rel:"noopener noreferrer"}},[e._v("Microsoft Power Automate"),o("OutboundLink")],1),e._v(" a automatizovat tak podepisování dokumentů přímo z Power Platformy, SharePointu, Dynamics 365 nebo dalších systémů.")]),e._v(" "),o("h2",{attrs:{id:"hlavni-vyhody"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#hlavni-vyhody"}},[e._v("#")]),e._v(" Hlavní výhody")]),e._v(" "),o("ul",[o("li",[e._v("Podpora více workspaců (různých účtů např. pro Česko, Polsko, atd.)")]),e._v(" "),o("li",[e._v("Uživatel se přihlašuje svým pracovním účtem")]),e._v(" "),o("li",[e._v("Možnost řízení oprávnění přístupu k jednotlivým workspacům")])]),e._v(" "),o("h2",{attrs:{id:"zaciname"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#zaciname"}},[e._v("#")]),e._v(" Začínáme")]),e._v(" "),o("ol",[o("li",[e._v("Vygenerujte si API klíč pro váš workspace podle "),o("a",{attrs:{href:"https://signi.refined.site/space/PKNB/383516725",target:"_blank",rel:"noopener noreferrer"}},[e._v("tohoto návodu"),o("OutboundLink")],1),e._v(", samotné vygenerování probíhá na "),o("a",{attrs:{href:"https://app.signi.com/api",target:"_blank",rel:"noopener noreferrer"}},[e._v("této stránce"),o("OutboundLink")],1)]),e._v(" "),o("li",[e._v("Vyplňte následující "),o("a",{attrs:{href:"https://go.tntg.cz/ismlouva-signup",target:"_blank",rel:"noopener noreferrer"}},[e._v("formulář"),o("OutboundLink")],1),e._v(", abychom pro Vás mohli vše nachystat")]),e._v(" "),o("li",[e._v("Stáhněte si následující "),o("a",{attrs:{href:"https://talxisconnectors.blob.core.windows.net/public/release/signi/TALXIS.Connectors.iSmlouva.zip",target:"_blank",rel:"noopener noreferrer"}},[e._v("balíček"),o("OutboundLink")],1),e._v(", který můžete "),o("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/import-update-export-solutions",target:"_blank",rel:"noopener noreferrer"}},[e._v("nasadit do vašeho prostředí"),o("OutboundLink")],1),e._v(", kde budete konektor využívat.\n"),o("ul",[o("li",[e._v("V případě potřeby se na nás můžete obrátit a my vám pomůžeme řešení nasadit.")])])])])])}),[],!1,null,null,null);t.default=n.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Signthecontract--70b71c62.aa119317.js b/assets/js/page-Signthecontract--70b71c62.f0811d5b.js
similarity index 98%
rename from assets/js/page-Signthecontract--70b71c62.aa119317.js
rename to assets/js/page-Signthecontract--70b71c62.f0811d5b.js
index 9e9bf5493..c0647b48c 100644
--- a/assets/js/page-Signthecontract--70b71c62.aa119317.js
+++ b/assets/js/page-Signthecontract--70b71c62.f0811d5b.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[134],{649:function(t,e,a){"use strict";a.r(e);var r=a(1),n=Object(r.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"sign-the-contract"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#sign-the-contract"}},[t._v("#")]),t._v(" Sign the contract")]),t._v(" "),a("p",[t._v("Once a contract is approved by the representatives, the next in the process is a signature by a counterparty. 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+(window.webpackJsonp=window.webpackJsonp||[]).push([[134],{647:function(t,e,a){"use strict";a.r(e);var r=a(1),n=Object(r.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"sign-the-contract"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#sign-the-contract"}},[t._v("#")]),t._v(" Sign the contract")]),t._v(" "),a("p",[t._v("Once a contract is approved by the representatives, the next in the process is a signature by a counterparty. 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\ No newline at end of file
diff --git a/assets/js/page-Sitemap--faa78160.82104eba.js b/assets/js/page-Sitemap--faa78160.a476f03b.js
similarity index 97%
rename from assets/js/page-Sitemap--faa78160.82104eba.js
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index e123e880b..a23016ddb 100644
--- a/assets/js/page-Sitemap--faa78160.82104eba.js
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\ No newline at end of file
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\ No newline at end of file
diff --git a/assets/js/page-SolutionComponentGenerators--242a06c8.04bf2279.js b/assets/js/page-SolutionComponentGenerators--242a06c8.f2d2b206.js
similarity index 99%
rename from assets/js/page-SolutionComponentGenerators--242a06c8.04bf2279.js
rename to assets/js/page-SolutionComponentGenerators--242a06c8.f2d2b206.js
index 74444f6d9..cad6887b1 100644
--- a/assets/js/page-SolutionComponentGenerators--242a06c8.04bf2279.js
+++ b/assets/js/page-SolutionComponentGenerators--242a06c8.f2d2b206.js
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diff --git a/assets/js/page-SolutionComponentTools--5083ee82.b4471d62.js b/assets/js/page-SolutionComponentTools--5083ee82.eda15bc9.js
similarity index 99%
rename from assets/js/page-SolutionComponentTools--5083ee82.b4471d62.js
rename to assets/js/page-SolutionComponentTools--5083ee82.eda15bc9.js
index 6dd3cfe71..fd3c31ff3 100644
--- a/assets/js/page-SolutionComponentTools--5083ee82.b4471d62.js
+++ b/assets/js/page-SolutionComponentTools--5083ee82.eda15bc9.js
@@ -1 +1 @@
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diff --git a/assets/js/page-SolutionPackageTools--18151622.bc2a3704.js b/assets/js/page-SolutionPackageTools--18151622.834ae70c.js
similarity index 98%
rename from assets/js/page-SolutionPackageTools--18151622.bc2a3704.js
rename to assets/js/page-SolutionPackageTools--18151622.834ae70c.js
index 3f6461ce8..7b7849ac3 100644
--- a/assets/js/page-SolutionPackageTools--18151622.bc2a3704.js
+++ b/assets/js/page-SolutionPackageTools--18151622.834ae70c.js
@@ -1 +1 @@
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diff --git a/assets/js/page-Startandfinishthereview--31c3f854.54e6f7be.js b/assets/js/page-Startandfinishthereview--31c3f854.06bc0c08.js
similarity index 99%
rename from assets/js/page-Startandfinishthereview--31c3f854.54e6f7be.js
rename to assets/js/page-Startandfinishthereview--31c3f854.06bc0c08.js
index e800e703c..4bce84d3d 100644
--- a/assets/js/page-Startandfinishthereview--31c3f854.54e6f7be.js
+++ b/assets/js/page-Startandfinishthereview--31c3f854.06bc0c08.js
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diff --git a/assets/js/page-Startusingapplications--52d70ee2.ca46ac4e.js b/assets/js/page-Startusingapplications--52d70ee2.f9b4ecc7.js
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diff --git a/assets/js/page-Subgrid--564d2aae.a4c547d8.js b/assets/js/page-Subgrid--564d2aae.ca16cc32.js
similarity index 97%
rename from assets/js/page-Subgrid--564d2aae.a4c547d8.js
rename to assets/js/page-Subgrid--564d2aae.ca16cc32.js
index 447320364..01f467eeb 100644
--- a/assets/js/page-Subgrid--564d2aae.a4c547d8.js
+++ b/assets/js/page-Subgrid--564d2aae.ca16cc32.js
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diff --git "a/assets/js/page-Synchronizacekontakt\305\257--3b314c3b.42dba1a2.js" "b/assets/js/page-Synchronizacekontakt\305\257--3b314c3b.3ca5db33.js"
similarity index 99%
rename from "assets/js/page-Synchronizacekontakt\305\257--3b314c3b.42dba1a2.js"
rename to "assets/js/page-Synchronizacekontakt\305\257--3b314c3b.3ca5db33.js"
index 2fbe10d26..272764172 100644
--- "a/assets/js/page-Synchronizacekontakt\305\257--3b314c3b.42dba1a2.js"
+++ "b/assets/js/page-Synchronizacekontakt\305\257--3b314c3b.3ca5db33.js"
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Aestu fundae pampineis cupiens Achillis, qua inclusa multis, "),t("em",[e._v("colorque")]),e._v(", Ereboque tibi habetis quoque.")]),e._v(" "),t("blockquote",[t("p",[e._v("There should be no margin above this first sentence.")]),e._v(" "),t("p",[e._v("Blockquotes should be a lighter gray with a border along the left side in the secondary color.")]),e._v(" "),t("p",[e._v("There should be no margin below this final sentence.")])]),e._v(" "),t("h2",{attrs:{id:"first-header-2"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#first-header-2"}},[e._v("#")]),e._v(" First Header 2")]),e._v(" "),t("p",[e._v("This is a normal paragraph following a header. Victrix tridentigero corripuere messibus, una rector, me se Iovis. "),t("em",[e._v("Dixit nocte tetigit")]),e._v(" circumtulit visa alto limina, letique Erigoneque dumque. Verba qua acre castique cycno talia fuga exul ora pars Neritius Ioles; "),t("strong",[e._v("modo")]),e._v(". Solacia fores servat querno tamen! 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(Pretty Young Thing), The Lady in My Life")])]),e._v(" "),t("tr",[t("td",[e._v("Prince")]),e._v(" "),t("td",[e._v("Purple Rain")]),e._v(" "),t("td",[e._v("1984")]),e._v(" "),t("td",[e._v("Warner Brothers Records")]),e._v(" "),t("td",[e._v("Grammy Award for Best Score Soundtrack for Visual Media, American Music Award for Favorite Pop/Rock Album, American Music Award for Favorite Soul/R&B Album, Brit Award for Best Soundtrack/Cast Recording, Grammy Award for Best Rock Performance by a Duo or Group with Vocal")]),e._v(" "),t("td",[e._v("Let's Go Crazy, Take Me With U, The Beautiful Ones, Computer Blue, Darling Nikki, When Doves Cry, I Would Die 4 U, Baby I'm a Star, Purple Rain")])]),e._v(" "),t("tr",[t("td",[e._v("Beastie Boys")]),e._v(" "),t("td",[e._v("License to Ill")]),e._v(" "),t("td",[e._v("1986")]),e._v(" "),t("td",[e._v("Mercury Records")]),e._v(" "),t("td",[e._v("noawardsbutthistablecelliswide")]),e._v(" "),t("td",[e._v("Rhymin & Stealin, The New Style, She's Crafty, Posse in 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This line should be long enough to demonstrate this.\n")])]),e._v(" "),t("div",{staticClass:"line-numbers-wrapper"},[t("span",{staticClass:"line-number"},[e._v("1")]),t("br")])]),t("p",[e._v("Inline code inside table cells should still be distinguishable.")]),e._v(" "),t("table",[t("thead",[t("tr",[t("th",[e._v("Language")]),e._v(" "),t("th",[e._v("Code")])])]),e._v(" "),t("tbody",[t("tr",[t("td",[e._v("Javascript")]),e._v(" "),t("td",[t("code",[e._v('var foo = "bar";')])])]),e._v(" "),t("tr",[t("td",[e._v("Ruby")]),e._v(" "),t("td",[t("code",[e._v('foo = "bar"{')])])])])]),e._v(" "),t("hr"),e._v(" "),t("p",[e._v("Small images should be shown at their actual size.")]),e._v(" "),t("p",[t("img",{attrs:{src:"https://upload.wikimedia.org/wikipedia/commons/thumb/9/9e/Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg/240px-Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg",alt:""}})]),e._v(" "),t("p",[e._v("Large images should always scale down and fit in the content container.")]),e._v(" "),t("p",[t("img",{attrs:{src:"https://upload.wikimedia.org/wikipedia/commons/thumb/9/9e/Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg/1024px-Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg",alt:""}})]),e._v(" "),t("p",[t("em",[e._v("The photo above of the Spruce Picea abies shoot with foliage buds: Bjørn Erik Pedersen, CC-BY-SA.")])]),e._v(" "),t("h2",{attrs:{id:"components"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#components"}},[e._v("#")]),e._v(" Components")]),e._v(" "),t("h2",{attrs:{id:"another-heading"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#another-heading"}},[e._v("#")]),e._v(" Another Heading")]),e._v(" "),t("p",[e._v("Add some sections here to see how the ToC looks like. Bacon ipsum dolor sit amet t-bone doner shank drumstick, pork belly porchetta chuck sausage brisket ham hock rump pig. Chuck kielbasa leberkas, pork bresaola ham hock filet mignon cow shoulder short ribs biltong.")]),e._v(" "),t("h3",{attrs:{id:"this-document"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#this-document"}},[e._v("#")]),e._v(" This Document")]),e._v(" "),t("p",[e._v("Inguina genus: Anaphen post: lingua violente voce suae meus aetate diversi. Orbis unam nec flammaeque status deam Silenum erat et a ferrea. Excitus rigidum ait: vestro et Herculis convicia: nitidae deseruit coniuge Proteaque adiciam "),t("em",[e._v("eripitur")]),e._v("? Sitim noceat signa "),t("em",[e._v("probat quidem")]),e._v(". Sua longis "),t("em",[e._v("fugatis")]),e._v(" quidem genae.")]),e._v(" "),t("h3",{attrs:{id:"pixel-count"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#pixel-count"}},[e._v("#")]),e._v(" Pixel Count")]),e._v(" "),t("p",[e._v("Doloris decurrere vitae Ida Arcades matres de remisit polypus, introrsus et sed qua maerenti? Serpit meta illic ut sinu. Transformat ungues genitor, et visis ademit sustinet abstulit lampadibus. Illis ad et dextra naturale, fatebere mutata "),t("em",[e._v("cum")]),e._v(" Lycum in quid flammas oro. Populus Aurora caerula et feremus clavigeri ungues dubitant et inde corpore clamat, qui non Ilioneus pugnat abstuleris undas, habet.")]),e._v(" "),t("h3",{attrs:{id:"contact-info"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#contact-info"}},[e._v("#")]),e._v(" Contact Info")]),e._v(" "),t("p",[e._v("Factum Perseus est brevis abdita Odrysius, quod contendere urbes misceat accessit nudum oris non. Cumque dentibus nullam nec mille potentia regnumque supplex!")]),e._v(" "),t("h3",{attrs:{id:"external-links"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#external-links"}},[e._v("#")]),e._v(" External Links")]),e._v(" "),t("p",[e._v("Doloris decurrere vitae Ida Arcades matres de remisit polypus, introrsus et sed qua maerenti? Serpit meta illic ut sinu. Transformat ungues genitor, et visis ademit sustinet abstulit lampadibus. Illis ad et dextra naturale, fatebere mutata "),t("em",[e._v("cum")]),e._v(" Lycum in quid flammas oro. Populus Aurora caerula et feremus clavigeri ungues dubitant et inde corpore clamat, qui non Ilioneus pugnat abstuleris undas, habet.")]),e._v(" "),t("div",{staticClass:"language- line-numbers-mode"},[t("pre",{pre:!0,attrs:{class:"language-text"}},[t("code",[e._v("This is the final element on the page and there should be no margin below this.\n")])]),e._v(" "),t("div",{staticClass:"line-numbers-wrapper"},[t("span",{staticClass:"line-number"},[e._v("1")]),t("br")])])])}),[],!1,null,null,null);a.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-TALXISAsyncJobs--4ba9b636.1e5462ae.js b/assets/js/page-TALXISAsyncJobs--4ba9b636.5177d746.js
similarity index 99%
rename from assets/js/page-TALXISAsyncJobs--4ba9b636.1e5462ae.js
rename to assets/js/page-TALXISAsyncJobs--4ba9b636.5177d746.js
index f3918c5b7..92154173a 100644
--- a/assets/js/page-TALXISAsyncJobs--4ba9b636.1e5462ae.js
+++ b/assets/js/page-TALXISAsyncJobs--4ba9b636.5177d746.js
@@ -1 +1 @@
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diff --git a/assets/js/page-TALXISConfiguration-Announcements--9f56403c.a5c4de85.js b/assets/js/page-TALXISConfiguration-Announcements--9f56403c.0a8993e5.js
similarity index 98%
rename from assets/js/page-TALXISConfiguration-Announcements--9f56403c.a5c4de85.js
rename to assets/js/page-TALXISConfiguration-Announcements--9f56403c.0a8993e5.js
index 41309c390..eb8a686dc 100644
--- a/assets/js/page-TALXISConfiguration-Announcements--9f56403c.a5c4de85.js
+++ b/assets/js/page-TALXISConfiguration-Announcements--9f56403c.0a8993e5.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[147],{572:function(t,e,n){"use strict";n.r(e);var o=n(1),a=Object(o.a)({},(function(){var t=this,e=t.$createElement,n=t._self._c||e;return n("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[n("h1",{attrs:{id:"talxis-announcements"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#talxis-announcements"}},[t._v("#")]),t._v(" "),n("strong",[t._v("TALXIS Announcements")])]),t._v(" "),n("p",[t._v("With TALXIS Announcements you can make global notifications for all or for certain group of users.")]),t._v(" "),n("h2",{attrs:{id:"talxis-configuration-announcement"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#talxis-configuration-announcement"}},[t._v("#")]),t._v(" "),n("strong",[t._v("TALXIS Configuration - Announcement")])]),t._v(" "),n("table",[n("thead",[n("tr",[n("th",[t._v("Field name")]),t._v(" "),n("th",[t._v("Description")])])]),t._v(" "),n("tbody",[n("tr",[n("td",[t._v("talxis_configuration_announcementid")]),t._v(" "),n("td",[t._v("ID of the record")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_actionlabel")]),t._v(" "),n("td",[t._v("The label for the action in the message.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_contactfilterquery")]),t._v(" "),n("td",[t._v("Advanced filter query options to scope down user group to whome announcement will be shown.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_eventhandler")]),t._v(" "),n("td",[t._v("The function to execute when the action label is clicked.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_finishon")]),t._v(" "),n("td",[n("strong",[t._v("(Recommended)")]),t._v(" Defines date and time of announcement end. If not provided, announcement will be shown forever")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_level")]),t._v(" "),n("td",[n("strong",[t._v("(Required)")]),t._v(" Defines the level of notification. Valid values are:"),n("br"),t._v("      ○ 1: Success"),n("br"),t._v("      ○ 2: Error"),n("br"),t._v("      ○ 3: Warning"),n("br"),t._v("      ○ 4: Information")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_message")]),t._v(" "),n("td",[n("strong",[t._v("(Required)")]),t._v(" The message to display in the notification.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_name")]),t._v(" "),n("td",[t._v("Name of the announcement record.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_showclosebutton")]),t._v(" "),n("td",[t._v("Indicates whether or not the user can close or dismiss the notification. If you don't specify this parameter, users can't close or dismiss the notification by default.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_starton")]),t._v(" "),n("td",[n("strong",[t._v("(Required)")]),t._v(" Defines date and time of announcement start.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_type")]),t._v(" "),n("td",[t._v("Defines the type of notification. Currently, only a value of 2 is supported, which displays a message bar at the top of the app.")])])])]),t._v(" "),n("p",[n("strong",[t._v("Sample record")]),t._v(":")]),t._v(" "),n("p",[n("img",{attrs:{src:"/.attachments/Announcements/AnnouncementsRecordSample.png",alt:"TALXIS Configuration - Announcement Record"}})]),t._v(" "),n("p",[n("strong",[t._v("More info")]),t._v(":\nIf you need more info on this topic you can visit official "),n("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-app/addglobalnotification",target:"_blank",rel:"noopener noreferrer"}},[t._v("Microsoft documentation"),n("OutboundLink")],1),t._v(" for global notifications in PowerApps")])])}),[],!1,null,null,null);e.default=a.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[147],{574:function(t,e,n){"use strict";n.r(e);var o=n(1),a=Object(o.a)({},(function(){var t=this,e=t.$createElement,n=t._self._c||e;return n("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[n("h1",{attrs:{id:"talxis-announcements"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#talxis-announcements"}},[t._v("#")]),t._v(" "),n("strong",[t._v("TALXIS Announcements")])]),t._v(" "),n("p",[t._v("With TALXIS Announcements you can make global notifications for all or for certain group of users.")]),t._v(" "),n("h2",{attrs:{id:"talxis-configuration-announcement"}},[n("a",{staticClass:"header-anchor",attrs:{href:"#talxis-configuration-announcement"}},[t._v("#")]),t._v(" "),n("strong",[t._v("TALXIS Configuration - Announcement")])]),t._v(" "),n("table",[n("thead",[n("tr",[n("th",[t._v("Field name")]),t._v(" "),n("th",[t._v("Description")])])]),t._v(" "),n("tbody",[n("tr",[n("td",[t._v("talxis_configuration_announcementid")]),t._v(" "),n("td",[t._v("ID of the record")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_actionlabel")]),t._v(" "),n("td",[t._v("The label for the action in the message.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_contactfilterquery")]),t._v(" "),n("td",[t._v("Advanced filter query options to scope down user group to whome announcement will be shown.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_eventhandler")]),t._v(" "),n("td",[t._v("The function to execute when the action label is clicked.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_finishon")]),t._v(" "),n("td",[n("strong",[t._v("(Recommended)")]),t._v(" Defines date and time of announcement end. If not provided, announcement will be shown forever")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_level")]),t._v(" "),n("td",[n("strong",[t._v("(Required)")]),t._v(" Defines the level of notification. Valid values are:"),n("br"),t._v("      ○ 1: Success"),n("br"),t._v("      ○ 2: Error"),n("br"),t._v("      ○ 3: Warning"),n("br"),t._v("      ○ 4: Information")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_message")]),t._v(" "),n("td",[n("strong",[t._v("(Required)")]),t._v(" The message to display in the notification.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_name")]),t._v(" "),n("td",[t._v("Name of the announcement record.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_showclosebutton")]),t._v(" "),n("td",[t._v("Indicates whether or not the user can close or dismiss the notification. If you don't specify this parameter, users can't close or dismiss the notification by default.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_starton")]),t._v(" "),n("td",[n("strong",[t._v("(Required)")]),t._v(" Defines date and time of announcement start.")])]),t._v(" "),n("tr",[n("td",[t._v("talxis_type")]),t._v(" "),n("td",[t._v("Defines the type of notification. Currently, only a value of 2 is supported, which displays a message bar at the top of the app.")])])])]),t._v(" "),n("p",[n("strong",[t._v("Sample record")]),t._v(":")]),t._v(" "),n("p",[n("img",{attrs:{src:"/.attachments/Announcements/AnnouncementsRecordSample.png",alt:"TALXIS Configuration - Announcement Record"}})]),t._v(" "),n("p",[n("strong",[t._v("More info")]),t._v(":\nIf you need more info on this topic you can visit official "),n("a",{attrs:{href:"https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-app/addglobalnotification",target:"_blank",rel:"noopener noreferrer"}},[t._v("Microsoft documentation"),n("OutboundLink")],1),t._v(" for global notifications in PowerApps")])])}),[],!1,null,null,null);e.default=a.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-TALXISConfiguration-LandingPage--6c63a7aa.5379aee7.js b/assets/js/page-TALXISConfiguration-LandingPage--6c63a7aa.5379aee7.js
deleted file mode 100644
index e1c147ae1..000000000
--- a/assets/js/page-TALXISConfiguration-LandingPage--6c63a7aa.5379aee7.js
+++ /dev/null
@@ -1 +0,0 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[148],{581:function(e,a,t){"use strict";t.r(a);var n=t(1),i=Object(n.a)({},(function(){var e=this,a=e.$createElement,t=e._self._c||a;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"talxis-landing-page"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#talxis-landing-page"}},[e._v("#")]),e._v(" "),t("strong",[e._v("TALXIS Landing Page")])]),e._v(" "),t("p",[e._v("With our landing page, you'll be presented with cards tailored to your account or contact, providing key insights at a glance. You can view graphs that display important business metrics, helping you track performance trends. Additionally, the landing page allows you to seamlessly navigate to various application modules, making it easy to access the tools and information you need for effective decision-making.")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpage.png",alt:"Landing Page"}})]),e._v(" "),t("h2",{attrs:{id:"talxis-configuration-landing-page"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#talxis-configuration-landing-page"}},[e._v("#")]),e._v(" "),t("strong",[e._v("TALXIS Configuration - Landing Page")])]),e._v(" "),t("p",[e._v("TALXIS Configuration - Landing Page allows you to fully customize your landing page layout according to your preferences. It offers a user-friendly interface with a live preview of your design, enabling you to see exactly how your changes will appear before finalizing them. This flexibility ensures that you can create a landing page that aligns perfectly with your business needs and goals.")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpage-config.png",alt:"Landing Page Config"}})]),e._v(" "),t("table",[t("thead",[t("tr",[t("th",[e._v("Attribute")]),e._v(" "),t("th",[e._v("Of Type")]),e._v(" "),t("th",[e._v("Description")]),e._v(" "),t("th",[e._v("Required")])])]),e._v(" "),t("tbody",[t("tr",[t("td",[e._v("Name")]),e._v(" "),t("td",[t("code",[e._v("String")])]),e._v(" "),t("td",[e._v("Descriptive name for the landing page")]),e._v(" "),t("td",[t("code",[e._v("true")])])]),e._v(" "),t("tr",[t("td",[e._v("Application Unique Name")]),e._v(" "),t("td",[t("code",[e._v("String")])]),e._v(" "),t("td",[e._v("Unique name of application where landing page will be presented")]),e._v(" "),t("td",[t("code",[e._v("true")])])])])]),e._v(" "),t("h3",{attrs:{id:"user-groups"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#user-groups"}},[e._v("#")]),e._v(" "),t("strong",[e._v("User Groups")])]),e._v(" "),t("p",[e._v("In the landing page configuration, there is a list of user groups that defines which groups of users have visibility of the landing page. This allows you to control and customize the content displayed to different audiences based on their roles, permissions, or specific needs, ensuring that relevant information is presented to the appropriate users.")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpage-usergroups.png",alt:"Landing Page User Groups"}})]),e._v(" "),t("h3",{attrs:{id:"cards"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#cards"}},[e._v("#")]),e._v(" "),t("strong",[e._v("Cards")])]),e._v(" "),t("p",[e._v("In the landing page configuration, there is a list of cards that specifies which cards will be visible on the landing page. This list allows you to select and arrange the cards that best suit the needs of your users, ensuring that only relevant information is displayed, while keeping the landing page organized and purposeful.")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpage-cards.png",alt:"Landing Page Cards"}})]),e._v(" "),t("h2",{attrs:{id:"talxis-configuration-landing-page-card"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#talxis-configuration-landing-page-card"}},[e._v("#")]),e._v(" "),t("strong",[e._v("TALXIS Configuration - Landing Page Card")])]),e._v(" "),t("p",[e._v("TALXIS Configuration - Landing Page Card is closely linked to the landing page configuration and stores the definition for each card that will be displayed on the landing page. Each record in this table contains the parameters that dictate how individual cards are rendered, including details like the data source and visual elements. These cards are designed to provide targeted information, insights, or actions, making them essential building blocks for customizing your landing page experience.")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-config.png",alt:"Landing Page Card"}})]),e._v(" "),t("table",[t("thead",[t("tr",[t("th",[e._v("Attribute")]),e._v(" "),t("th",[e._v("Of Type")]),e._v(" "),t("th",[e._v("Description")]),e._v(" "),t("th",[e._v("Required")])])]),e._v(" "),t("tbody",[t("tr",[t("td",[e._v("Landing Page")]),e._v(" "),t("td",[t("code",[e._v("Lookup")])]),e._v(" "),t("td",[e._v("Landing page where this card will be shown")]),e._v(" "),t("td",[t("code",[e._v("true")])])]),e._v(" "),t("tr",[t("td",[e._v("Name")]),e._v(" "),t("td",[t("code",[e._v("String")])]),e._v(" "),t("td",[e._v("Descriptive name of the landing page card")]),e._v(" "),t("td",[t("code",[e._v("true")])])]),e._v(" "),t("tr",[t("td",[e._v("Order")]),e._v(" "),t("td",[t("code",[e._v("Integer")])]),e._v(" "),t("td",[e._v("Determines the sequence in which the cards are displayed on the landing page")]),e._v(" "),t("td",[t("code",[e._v("false")])])]),e._v(" "),t("tr",[t("td",[e._v("Component name")]),e._v(" "),t("td",[t("code",[e._v("String")])]),e._v(" "),t("td",[e._v("Name of the Card PCF component that will be rendered")]),e._v(" "),t("td",[t("code",[e._v("false")])])]),e._v(" "),t("tr",[t("td",[e._v("Unique name")]),e._v(" "),t("td",[t("code",[e._v("String")])]),e._v(" "),t("td",[e._v("Unique name of the card")]),e._v(" "),t("td",[t("code",[e._v("false")])])]),e._v(" "),t("tr",[t("td",[e._v("Parent card")]),e._v(" "),t("td",[t("code",[e._v("Lookup")])]),e._v(" "),t("td",[e._v("Parent blank card where card will be rendered")]),e._v(" "),t("td",[t("code",[e._v("false")])])]),e._v(" "),t("tr",[t("td",[e._v("Parameters")]),e._v(" "),t("td",[t("code",[e._v("String")])]),e._v(" "),t("td",[e._v("JSON of parameters required by Card PCF")]),e._v(" "),t("td",[t("code",[e._v("false")])])])])]),e._v(" "),t("p",[t("strong",[e._v("Order attribute is unique.")]),e._v(" This ensures that each card within a specific landing page has a unique order number, preventing duplicates and maintaining the intended sequence of cards on the page. This structure helps organize the display of content precisely as configured.")]),e._v(" "),t("p",[t("strong",[e._v("You can create blank card.")]),e._v(" If you want to render blank card just leave parameters attribute empty.")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-blankcard-config.png",alt:"Landing Page Card Blank Card Config"}})]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-blankcard.png",alt:"Landing Page Card Blank Card"}})]),e._v(" "),t("p",[t("strong",[e._v("You can create parent card.")]),e._v(" If you want to render parent card which will render multiple cards in itself, same as blank card, just leave parameters attribute empty.")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-parentcard-config.png",alt:"Landing Page Card Parent Card Config"}})]),e._v(" "),t("p",[e._v("Later you can reference this parent card in child card configuration so it would be visible inside of it.")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-childcard-config.png",alt:"Landing Page Card Parent Card"}})]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-parentcard.png",alt:"Landing Page Card Parent Card"}})]),e._v(" "),t("p",[e._v("List of the cards that can be used with TALXIS Configuration - Landing Page:")]),e._v(" "),t("ul",[t("li",[t("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/infocard.html"}},[e._v("Info Card")])],1),e._v(" "),t("li",[t("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/announcementcard.html"}},[e._v("Announcement Card")])],1),e._v(" "),t("li",[t("a",{attrs:{href:"/en/developer-guide/applications/controls/keyfigures"}},[e._v("Key Figures Card")])]),e._v(" "),t("li",[t("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/keyperformance.html"}},[e._v("Key Performance Card")])],1),e._v(" "),t("li",[t("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/donutchart.html"}},[e._v("Donut Chart Card")])],1),e._v(" "),t("li",[t("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/chart.html"}},[e._v("Chart Card")])],1)])])}),[],!1,null,null,null);a.default=i.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-TALXISConfiguration-LandingPage--6c63a7aa.9049bb09.js b/assets/js/page-TALXISConfiguration-LandingPage--6c63a7aa.9049bb09.js
new file mode 100644
index 000000000..be287e68a
--- /dev/null
+++ b/assets/js/page-TALXISConfiguration-LandingPage--6c63a7aa.9049bb09.js
@@ -0,0 +1 @@
+(window.webpackJsonp=window.webpackJsonp||[]).push([[148],{583:function(a,e,t){"use strict";t.r(e);var n=t(1),i=Object(n.a)({},(function(){var a=this,e=a.$createElement,t=a._self._c||e;return t("ContentSlotsDistributor",{attrs:{"slot-key":a.$parent.slotKey}},[t("h1",{attrs:{id:"talxis-landing-page"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#talxis-landing-page"}},[a._v("#")]),a._v(" "),t("strong",[a._v("TALXIS Landing Page")])]),a._v(" "),t("p",[a._v("With our landing page, you'll be presented with cards tailored to your account or contact, providing key insights at a glance. You can view graphs that display important business metrics, helping you track performance trends. Additionally, the landing page allows you to seamlessly navigate to various application modules, making it easy to access the tools and information you need for effective decision-making.")]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpage.png",alt:"Landing Page"}})]),a._v(" "),t("h2",{attrs:{id:"talxis-configuration-landing-page"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#talxis-configuration-landing-page"}},[a._v("#")]),a._v(" "),t("strong",[a._v("TALXIS Configuration - Landing Page")])]),a._v(" "),t("p",[a._v("TALXIS Configuration - Landing Page allows you to fully customize your landing page layout according to your preferences. It offers a user-friendly interface with a live preview of your design, enabling you to see exactly how your changes will appear before finalizing them. This flexibility ensures that you can create a landing page that aligns perfectly with your business needs and goals.")]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpage-config.png",alt:"Landing Page Config"}})]),a._v(" "),t("table",[t("thead",[t("tr",[t("th",[a._v("Attribute")]),a._v(" "),t("th",[a._v("Of Type")]),a._v(" "),t("th",[a._v("Description")]),a._v(" "),t("th",[a._v("Required")])])]),a._v(" "),t("tbody",[t("tr",[t("td",[a._v("Name")]),a._v(" "),t("td",[t("code",[a._v("String")])]),a._v(" "),t("td",[a._v("Descriptive name for the landing page")]),a._v(" "),t("td",[t("code",[a._v("true")])])]),a._v(" "),t("tr",[t("td",[a._v("Application Unique Name")]),a._v(" "),t("td",[t("code",[a._v("String")])]),a._v(" "),t("td",[a._v("Unique name of application where landing page will be presented")]),a._v(" "),t("td",[t("code",[a._v("true")])])])])]),a._v(" "),t("h3",{attrs:{id:"user-groups"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#user-groups"}},[a._v("#")]),a._v(" "),t("strong",[a._v("User Groups")])]),a._v(" "),t("p",[a._v("In the landing page configuration, there is a list of user groups that defines which groups of users have visibility of the landing page. This allows you to control and customize the content displayed to different audiences based on their roles, permissions, or specific needs, ensuring that relevant information is presented to the appropriate users. More info "),t("a",{attrs:{href:"#talxis-configuration-user-group-landing-page"}},[a._v("here")]),a._v(".")]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpage-usergroups.png",alt:"Landing Page User Groups"}})]),a._v(" "),t("h3",{attrs:{id:"cards"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#cards"}},[a._v("#")]),a._v(" "),t("strong",[a._v("Cards")])]),a._v(" "),t("p",[a._v("In the landing page configuration, there is a list of cards that specifies which cards will be visible on the landing page. This list allows you to select and arrange the cards that best suit the needs of your users, ensuring that only relevant information is displayed, while keeping the landing page organized and purposeful.")]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpage-cards.png",alt:"Landing Page Cards"}})]),a._v(" "),t("h3",{attrs:{id:"one-landing-page-for-all-applications"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#one-landing-page-for-all-applications"}},[a._v("#")]),a._v(" "),t("strong",[a._v("One Landing Page for all Applications")])]),a._v(" "),t("p",[a._v("We have supported use of '*' wildcard. If you want one landing page for all applications, then you use this wildcard in "),t("code",[a._v("Application Unique Name")]),a._v(". Most common use case is to compose Fallback or Default landing page.")]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpage-fallback.png",alt:"Fallback Landing Page"}})]),a._v(" "),t("h2",{attrs:{id:"talxis-configuration-landing-page-card"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#talxis-configuration-landing-page-card"}},[a._v("#")]),a._v(" "),t("strong",[a._v("TALXIS Configuration - Landing Page Card")])]),a._v(" "),t("p",[a._v("TALXIS Configuration - Landing Page Card is closely linked to the landing page configuration and stores the definition for each card that will be displayed on the landing page. Each record in this table contains the parameters that dictate how individual cards are rendered, including details like the data source and visual elements. These cards are designed to provide targeted information, insights, or actions, making them essential building blocks for customizing your landing page experience.")]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-config.png",alt:"Landing Page Card"}})]),a._v(" "),t("table",[t("thead",[t("tr",[t("th",[a._v("Attribute")]),a._v(" "),t("th",[a._v("Of Type")]),a._v(" "),t("th",[a._v("Description")]),a._v(" "),t("th",[a._v("Required")])])]),a._v(" "),t("tbody",[t("tr",[t("td",[a._v("Landing Page")]),a._v(" "),t("td",[t("code",[a._v("Lookup")])]),a._v(" "),t("td",[a._v("Landing page where this card will be shown")]),a._v(" "),t("td",[t("code",[a._v("true")])])]),a._v(" "),t("tr",[t("td",[a._v("Name")]),a._v(" "),t("td",[t("code",[a._v("String")])]),a._v(" "),t("td",[a._v("Descriptive name of the landing page card")]),a._v(" "),t("td",[t("code",[a._v("true")])])]),a._v(" "),t("tr",[t("td",[a._v("Order")]),a._v(" "),t("td",[t("code",[a._v("Integer")])]),a._v(" "),t("td",[a._v("Determines the sequence in which the cards are displayed on the landing page")]),a._v(" "),t("td",[t("code",[a._v("false")])])]),a._v(" "),t("tr",[t("td",[a._v("Component name")]),a._v(" "),t("td",[t("code",[a._v("String")])]),a._v(" "),t("td",[a._v("Name of the Card PCF component that will be rendered")]),a._v(" "),t("td",[t("code",[a._v("false")])])]),a._v(" "),t("tr",[t("td",[a._v("Unique name")]),a._v(" "),t("td",[t("code",[a._v("String")])]),a._v(" "),t("td",[a._v("Unique name of the card")]),a._v(" "),t("td",[t("code",[a._v("false")])])]),a._v(" "),t("tr",[t("td",[a._v("Parent card")]),a._v(" "),t("td",[t("code",[a._v("Lookup")])]),a._v(" "),t("td",[a._v("Parent blank card where card will be rendered")]),a._v(" "),t("td",[t("code",[a._v("false")])])]),a._v(" "),t("tr",[t("td",[a._v("Parameters")]),a._v(" "),t("td",[t("code",[a._v("String")])]),a._v(" "),t("td",[a._v("JSON of parameters required by Card PCF")]),a._v(" "),t("td",[t("code",[a._v("false")])])])])]),a._v(" "),t("p",[t("strong",[a._v("Order attribute is unique.")]),a._v(" This ensures that each card within a specific landing page has a unique order number, preventing duplicates and maintaining the intended sequence of cards on the page. This structure helps organize the display of content precisely as configured.")]),a._v(" "),t("p",[t("strong",[a._v("You can create blank card.")]),a._v(" If you want to render blank card just leave parameters attribute empty.")]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-blankcard-config.png",alt:"Landing Page Card Blank Card Config"}})]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-blankcard.png",alt:"Landing Page Card Blank Card"}})]),a._v(" "),t("p",[t("strong",[a._v("You can create parent card.")]),a._v(" If you want to render parent card which will render multiple cards in itself, same as blank card, just leave parameters attribute empty.")]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-parentcard-config.png",alt:"Landing Page Card Parent Card Config"}})]),a._v(" "),t("p",[a._v("Later you can reference this parent card in child card configuration so it would be visible inside of it.")]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-childcard-config.png",alt:"Landing Page Card Parent Card"}})]),a._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/LandingPage/landingpagecard-parentcard.png",alt:"Landing Page Card Parent Card"}})]),a._v(" "),t("p",[a._v("List of the cards that can be used with TALXIS Configuration - Landing Page:")]),a._v(" "),t("ul",[t("li",[t("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/infocard.html"}},[a._v("Info Card")])],1),a._v(" "),t("li",[t("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/announcementcard.html"}},[a._v("Announcement Card")])],1),a._v(" "),t("li",[t("a",{attrs:{href:"/en/developer-guide/applications/controls/keyfigures"}},[a._v("Key Figures Card")])]),a._v(" "),t("li",[t("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/keyperformance.html"}},[a._v("Key Performance Card")])],1),a._v(" "),t("li",[t("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/donutchart.html"}},[a._v("Donut Chart Card")])],1),a._v(" "),t("li",[t("RouterLink",{attrs:{to:"/en/developer-guide/applications/controls/chart.html"}},[a._v("Chart Card")])],1)]),a._v(" "),t("h2",{attrs:{id:"talxis-configuration-user-group-landing-page"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#talxis-configuration-user-group-landing-page"}},[a._v("#")]),a._v(" "),t("strong",[a._v("TALXIS Configuration - User Group Landing Page")])]),a._v(" "),t("p",[a._v("TALXIS Configuration - User Group Landing Page is intersect entity for TALXIS Configuration - Landing Page <-> Security Teams (User Group) relationship. It holds information which Landing Pages should be visible for which User Group and in what order. You can not add two same combinations of Landing Page and User Group or Order and User Group due to composite keys. This ensures unique order of landing pages for user group.")]),a._v(" "),t("table",[t("thead",[t("tr",[t("th",[a._v("Attribute")]),a._v(" "),t("th",[a._v("Of Type")]),a._v(" "),t("th",[a._v("Description")]),a._v(" "),t("th",[a._v("Required")])])]),a._v(" "),t("tbody",[t("tr",[t("td",[a._v("Landing Page")]),a._v(" "),t("td",[t("code",[a._v("Lookup")])]),a._v(" "),t("td",[a._v("Landing page for user group")]),a._v(" "),t("td",[t("code",[a._v("true")])])]),a._v(" "),t("tr",[t("td",[a._v("User Group")]),a._v(" "),t("td",[t("code",[a._v("Lookup")])]),a._v(" "),t("td",[a._v("Security team")]),a._v(" "),t("td",[t("code",[a._v("true")])])]),a._v(" "),t("tr",[t("td",[a._v("Order")]),a._v(" "),t("td",[t("code",[a._v("Integer")])]),a._v(" "),t("td",[a._v("Determines the priority in which the landing pages are displayed for user group")]),a._v(" "),t("td",[t("code",[a._v("false")])])])])]),a._v(" "),t("p",[a._v("Important thing to mention here is prioritization of landing pages. Prioritization works like this:")]),a._v(" "),t("ol",[t("li",[a._v("Landing page configured for application that user is currently in for user group that user belongs to ordered by priority")]),a._v(" "),t("li",[a._v("Fallback landing page with wildcard that contains user's user group in it's configuration ordered by priority")]),a._v(" "),t("li",[a._v("Landing page with application name that has no any security teams assigned in it's configuration")]),a._v(" "),t("li",[a._v("Fallback landing page with wildcard and none security team assigned")])])])}),[],!1,null,null,null);e.default=i.exports}}]);
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diff --git a/assets/js/page-TALXISCustomAssignmentCascade--29a345e2.4dbf2638.js b/assets/js/page-TALXISCustomAssignmentCascade--29a345e2.33eed65e.js
similarity index 99%
rename from assets/js/page-TALXISCustomAssignmentCascade--29a345e2.4dbf2638.js
rename to assets/js/page-TALXISCustomAssignmentCascade--29a345e2.33eed65e.js
index dfec7fd6c..2f7633e4f 100644
--- a/assets/js/page-TALXISCustomAssignmentCascade--29a345e2.4dbf2638.js
+++ b/assets/js/page-TALXISCustomAssignmentCascade--29a345e2.33eed65e.js
@@ -1 +1 @@
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The logic will apply only to these records. You can specify the query only after the record is saved.")]),t._v(" "),a("td",[t._v("String")]),t._v(" "),a("td",[t._v("Optional")])]),t._v(" "),a("tr",[a("td",[t._v("talxis_relationshipname")]),t._v(" "),a("td",[t._v("Logical name of entity relationship. This one-to-many relationship must exist between the source and the target entity.")]),t._v(" "),a("td",[t._v("String")]),t._v(" "),a("td",[t._v("Required")])]),t._v(" "),a("tr",[a("td",[t._v("talxis_sourceentityname")]),t._v(" "),a("td",[t._v("Logical name of the source (triggering) entity. This is populated by the plugin.")]),t._v(" "),a("td",[t._v("String")]),t._v(" "),a("td",[t._v("Read-only")])]),t._v(" "),a("tr",[a("td",[t._v("talxis_sourceownershipattributename")]),t._v(" "),a("td",[t._v("Logical name of the source (triggering) attribute of type systemuser/team. 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diff --git a/assets/js/page-TALXISDevKit--3ad18b3c.e5ec0a70.js b/assets/js/page-TALXISDevKit--3ad18b3c.10adcac2.js
similarity index 99%
rename from assets/js/page-TALXISDevKit--3ad18b3c.e5ec0a70.js
rename to assets/js/page-TALXISDevKit--3ad18b3c.10adcac2.js
index 142f6d0d0..d72f262fd 100644
--- a/assets/js/page-TALXISDevKit--3ad18b3c.e5ec0a70.js
+++ b/assets/js/page-TALXISDevKit--3ad18b3c.10adcac2.js
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diff --git a/assets/js/page-TALXISIntroductions--5532affc.ec34feaf.js b/assets/js/page-TALXISIntroductions--5532affc.a86877b6.js
similarity index 98%
rename from assets/js/page-TALXISIntroductions--5532affc.ec34feaf.js
rename to assets/js/page-TALXISIntroductions--5532affc.a86877b6.js
index 23c009af4..0f7778e9c 100644
--- a/assets/js/page-TALXISIntroductions--5532affc.ec34feaf.js
+++ b/assets/js/page-TALXISIntroductions--5532affc.a86877b6.js
@@ -1 +1 @@
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One step can have only one related scenario - one scenarion can have mutiple steps")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_elementselector")]),t._v(" "),o("td",[t._v("Define HTML element which will be highlited (If left empty step will be positioned on center of the page)")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_introductioncontent")]),t._v(" "),o("td",[t._v("Content of the introduction step card")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_order")]),t._v(" "),o("td",[t._v("Order number of the introduction step (Steps are ordered by this number)")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_positiontypecode")]),t._v(" "),o("td",[t._v("Determain where step will be positioned relative to selected HTML element from talxis_elementselector (Top, Bottom, Left, Right)")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_title")]),t._v(" "),o("td",[t._v("Title of the introduction step card")])])])]),t._v(" "),o("p",[o("strong",[t._v("Sample record")]),t._v(":")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/Introductions/IntroductionStepRecord.png",alt:"TALXIS Configuration - Introduction Step"}})]),t._v(" "),o("h2",{attrs:{id:"more-info"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#more-info"}},[t._v("#")]),t._v(" "),o("em",[t._v("More info")])]),t._v(" "),o("p",[t._v("To setup introductions feature you will first need to define introduction scenario. "),o("br")]),t._v(" "),o("p",[t._v("Introduction scenario currently can be triggered on load of the Application, Dialog or Form. In case you are triggering scenario from Application or Dialog you should leave talxis_formid(Form) attribute empty. When done with scenario setup, you should start adding steps for described scenario. "),o("br")]),t._v(" "),o("p",[t._v("Adding steps is pretty self explanitory you should just keep in mind talxis_order(Order) attribute so you order steps right. Regarding talxis_elementselector(Element Selector) if left empty, step will be shown on page center, and if defined it will highlight targeted HTML element."),o("br")]),t._v(" "),o("p",[t._v("For both scenarios and steps we are using resource files so we can cover mutiple languages. But if you are not fimiliar with that you can type in what ever you want 😃")]),t._v(" "),o("h3",{attrs:{id:"triggering"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#triggering"}},[t._v("#")]),t._v(" "),o("em",[t._v("Triggering")])]),t._v(" "),o("p",[t._v("To trigger introduction scenarion you will need to include custom script in onLoad event of the Form, Application or Dialog.\n"),o("br"),t._v("      ○ Event type: On Load"),o("br"),t._v("      ○ Library: talxis_bootstrapfirstrunexperience.js"),o("br"),t._v("      ○  Function:TALXIS.Bootstrap.Features.FirstRunExperience.Introduction.LoadIntroduction"),o("br"),t._v("      ○ Enabled: true"),o("br"),t._v("      ○ Pass execution context: true")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/Introductions/IntroductionStepRecord.png",alt:"Triggering"}})])])}),[],!1,null,null,null);e.default=r.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[154],{581:function(t,e,o){"use strict";o.r(e);var n=o(1),r=Object(n.a)({},(function(){var t=this,e=t.$createElement,o=t._self._c||e;return o("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[o("h1",{attrs:{id:"introductions"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#introductions"}},[t._v("#")]),t._v(" "),o("strong",[t._v("Introductions")])]),t._v(" "),o("p",[t._v("With TALXIS Introductions you can introduce user to parts of the PowerApps model-driven app. There are two main components: Introduction Scenario and Introduction Steps")]),t._v(" "),o("h2",{attrs:{id:"introduction-scenario"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#introduction-scenario"}},[t._v("#")]),t._v(" "),o("strong",[t._v("Introduction Scenario")])]),t._v(" "),o("table",[o("thead",[o("tr",[o("th",[t._v("Field name")]),t._v(" "),o("th",[t._v("Description")])])]),t._v(" "),o("tbody",[o("tr",[o("td",[t._v("talxis_appuniquename")]),t._v(" "),o("td",[t._v("Unique Name of the model-driven application")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_configuration_introductionscenarioid")]),t._v(" "),o("td",[t._v("ID of the scenario")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_donebuttonlabel")]),t._v(" "),o("td",[t._v('Label string of the "Done" button')])]),t._v(" "),o("tr",[o("td",[t._v("talxis_entityname")]),t._v(" "),o("td",[t._v("Name of the target entity")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_formid")]),t._v(" "),o("td",[t._v("Form ID where introduction scenarion will be triggered")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_name")]),t._v(" "),o("td",[t._v("Name of the instance (Action sets this to be the same as the processing step)")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_nextbuttonlabel")]),t._v(" "),o("td",[t._v('Label string of the "Next" button')])]),t._v(" "),o("tr",[o("td",[t._v("talxis_previousbuttonlabel")]),t._v(" "),o("td",[t._v('Label string of the "Previous" button')])]),t._v(" "),o("tr",[o("td",[t._v("talxis_introductionscenariotypecode")]),t._v(" "),o("td",[t._v("Define where introduction scenario will be triggered from")])])])]),t._v(" "),o("p",[o("strong",[t._v("Sample record")]),t._v(":")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/Introductions/IntroductionScenarionRecord1.png",alt:"TALXIS Configuration - Introduction Scenario"}}),t._v(" "),o("img",{attrs:{src:"/.attachments/Introductions/IntroductionScenarionRecord2.png",alt:"TALXIS Configuration - Introduction Scenario"}})]),t._v(" "),o("h2",{attrs:{id:"introduction-step"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#introduction-step"}},[t._v("#")]),t._v(" "),o("strong",[t._v("Introduction Step")])]),t._v(" "),o("table",[o("thead",[o("tr",[o("th",[t._v("Field name")]),t._v(" "),o("th",[t._v("Description")])])]),t._v(" "),o("tbody",[o("tr",[o("td",[t._v("talxis_configuration_introductionstepid")]),t._v(" "),o("td",[t._v("Record ID")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_configuration_introductionscenarioid")]),t._v(" "),o("td",[t._v("This attribute represents relation between introduction step and introduction scenario. One step can have only one related scenario - one scenarion can have mutiple steps")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_elementselector")]),t._v(" "),o("td",[t._v("Define HTML element which will be highlited (If left empty step will be positioned on center of the page)")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_introductioncontent")]),t._v(" "),o("td",[t._v("Content of the introduction step card")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_order")]),t._v(" "),o("td",[t._v("Order number of the introduction step (Steps are ordered by this number)")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_positiontypecode")]),t._v(" "),o("td",[t._v("Determain where step will be positioned relative to selected HTML element from talxis_elementselector (Top, Bottom, Left, Right)")])]),t._v(" "),o("tr",[o("td",[t._v("talxis_title")]),t._v(" "),o("td",[t._v("Title of the introduction step card")])])])]),t._v(" "),o("p",[o("strong",[t._v("Sample record")]),t._v(":")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/Introductions/IntroductionStepRecord.png",alt:"TALXIS Configuration - Introduction Step"}})]),t._v(" "),o("h2",{attrs:{id:"more-info"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#more-info"}},[t._v("#")]),t._v(" "),o("em",[t._v("More info")])]),t._v(" "),o("p",[t._v("To setup introductions feature you will first need to define introduction scenario. "),o("br")]),t._v(" "),o("p",[t._v("Introduction scenario currently can be triggered on load of the Application, Dialog or Form. In case you are triggering scenario from Application or Dialog you should leave talxis_formid(Form) attribute empty. When done with scenario setup, you should start adding steps for described scenario. "),o("br")]),t._v(" "),o("p",[t._v("Adding steps is pretty self explanitory you should just keep in mind talxis_order(Order) attribute so you order steps right. Regarding talxis_elementselector(Element Selector) if left empty, step will be shown on page center, and if defined it will highlight targeted HTML element."),o("br")]),t._v(" "),o("p",[t._v("For both scenarios and steps we are using resource files so we can cover mutiple languages. But if you are not fimiliar with that you can type in what ever you want 😃")]),t._v(" "),o("h3",{attrs:{id:"triggering"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#triggering"}},[t._v("#")]),t._v(" "),o("em",[t._v("Triggering")])]),t._v(" "),o("p",[t._v("To trigger introduction scenarion you will need to include custom script in onLoad event of the Form, Application or Dialog.\n"),o("br"),t._v("      ○ Event type: On Load"),o("br"),t._v("      ○ Library: talxis_bootstrapfirstrunexperience.js"),o("br"),t._v("      ○  Function:TALXIS.Bootstrap.Features.FirstRunExperience.Introduction.LoadIntroduction"),o("br"),t._v("      ○ Enabled: true"),o("br"),t._v("      ○ Pass execution context: true")]),t._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/Introductions/IntroductionStepRecord.png",alt:"Triggering"}})])])}),[],!1,null,null,null);e.default=r.exports}}]);
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diff --git a/assets/js/page-TALXISProcurement--79947cfc.7acae592.js b/assets/js/page-TALXISProcurement--79947cfc.3d73515e.js
similarity index 99%
rename from assets/js/page-TALXISProcurement--79947cfc.7acae592.js
rename to assets/js/page-TALXISProcurement--79947cfc.3d73515e.js
index a42fcddca..e339cc341 100644
--- a/assets/js/page-TALXISProcurement--79947cfc.7acae592.js
+++ b/assets/js/page-TALXISProcurement--79947cfc.3d73515e.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[155],{552:function(e,t,a){"use strict";a.r(t);var o=a(1),i=Object(o.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h2",{attrs:{id:"application-features"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#application-features"}},[e._v("#")]),e._v(" Application features")]),e._v(" "),a("p",[e._v("TALXIS Procurement is an application developed primarily for the management and approval of purchase invoices, but also the maintenance of a database of organizations and contacts or activities such as tasks.")]),e._v(" "),a("h3",{attrs:{id:"organizations-and-contacts-management"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#organizations-and-contacts-management"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Organizations and contacts management")])]),e._v(" "),a("p",[e._v("The application makes it easy to manage the organizations you work with. You can create new suppliers, customers, partners, etc. Each organization can be assigned a parent organization if it is a subsidiary and assigned a primary contact with whom you communicate within the organization.")]),e._v(" "),a("h3",{attrs:{id:"sending-purchased-invoices-for-the-approval-process"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#sending-purchased-invoices-for-the-approval-process"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Sending purchased invoices for the approval process")])]),e._v(" "),a("p",[e._v("When a company needs to buy services or products, it is good for the issued invoice to go through the approval process and thus avoid an overpriced or excessive purchase.\nWith "),a("em",[e._v("Talxis procurement")]),e._v(", this problem is solved. You can create a purchase invoice that will be approved before it is issued to avoid conflicts.")]),e._v(" "),a("p",[e._v("Invoice approval notifications are sent to Email or MS teams, where the user can select an action of purchase invoice.")]),e._v(" "),a("p",[a("strong",[e._v("MS Teams")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/ApprovalTeams.png",alt:"Approval in MS Teams"}})]),e._v(" "),a("p",[a("strong",[e._v("Outlook")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/ApprovalOutlook.jpg",alt:"Approval in Outlook"}})]),e._v(" "),a("p",[a("strong",[e._v("Category level approvers")])]),e._v(" "),a("p",[e._v("Thurchase invoice is approved by the members of the given category level. Invoice category level is groupings of similar goods or services with common supply and demand drivers and suppliers")]),e._v(" "),a("p",[a("em",[e._v("Example")]),e._v(" : John created a purchase invoice for the purchase of new office chairs and for the proposal to pass the administration should approve it")]),e._v(" "),a("p",[a("strong",[e._v("Chief approvers")])]),e._v(" "),a("p",[e._v("Another important component is the chief approvers, for which you can set the price, which should be approved by them when the purchase invoice exceeds.")]),e._v(" "),a("p",[a("em",[e._v("Example")]),e._v(" : The price of office chairs on a purchase invoice has exceeded the $ 10,000 limit and therefore the CFO should then look at whether to issue or reject this invoice due to the excessive price.")]),e._v(" "),a("p",[a("strong",[e._v("Find Delegation")])]),e._v(" "),a("p",[e._v("Sometimes it happens that the approver is not available (out of office) for approval of the purchase invoice and without this purchase the company would not be able to function. In this case, the approval of the invoice is automatically redirected to his superior.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/FindDelegation.png",alt:"Find Delegation"}})]),e._v(" "),a("p",[e._v("The picture above shows the simple structure of the company. In this case, the purchase invoice must be approved by "),a("em",[e._v("Approver 1")]),e._v(" and "),a("em",[e._v("Approver 2")]),e._v(".")]),e._v(" "),a("p",[a("em",[e._v("Approver 2")]),e._v(" approves the invoice because she is available. However, "),a("em",[e._v("Approver 1")]),e._v(" is not available, so the invoice must be approved by his supervisor. Unfortunately, the superior of "),a("em",[e._v("Approver 1")]),e._v(" is not available either, so the approval process will be transferred to the CEO.")]),e._v(" "),a("h3",{attrs:{id:"purchase-invoice-has-been-paid"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#purchase-invoice-has-been-paid"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Purchase invoice has been paid")])]),e._v(" "),a("p",[e._v("After the purchase invoice has been approved by all approvers, it is automatically sent to the accountant for payment. When the payment is made, they can confirm via email or MS Teams that the invoice has been paid.")]),e._v(" "),a("h2",{attrs:{id:"entities"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#entities"}},[e._v("#")]),e._v(" Entities")]),e._v(" "),a("p",[e._v("Entities are types or categories of records that you may encounter in this application. You can see important entities in the left navigation menu:")]),e._v(" "),a("ul",[a("li",[e._v("Organisations – Accounts of supplier organizations")]),e._v(" "),a("li",[e._v("Contacts – the individuals you communicate with, through your organizations")]),e._v(" "),a("li",[e._v("Projects")]),e._v(" "),a("li",[e._v("Purchase Invoices")]),e._v(" "),a("li",[e._v("Configuration")])]),e._v(" "),a("h3",{attrs:{id:"organisations"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#organisations"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Organisations")])]),e._v(" "),a("p",[e._v("Under organizations, you'll find Accounts records that are used to maintain information about your customers, partners, suppliers, and other organizations with whom you come into business.")]),e._v(" "),a("p",[e._v("In order to save the record, you must fill in the following fields on the Information tab:")]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Definition")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Account Name")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("name of the organization")])]),e._v(" "),a("tr",[a("td",[e._v("Short Code")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("an abbreviation for the organization used in the numbering of invoices assigned to this organization (listed as Customer)")])]),e._v(" "),a("tr",[a("td",[e._v("Relationship Type")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("select the type of relationship that best matches. It is possible to select several options, or all")])])])]),e._v(" "),a("p",[e._v("Filling in additional information is not mandatory, other useful fields that you might want to fill in are the following: Primary Contact, Headquarters or Establishment Address")]),e._v(" "),a("h3",{attrs:{id:"contacts"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#contacts"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Contacts")])]),e._v(" "),a("p",[e._v("Contacts are specific people from the organizations (Accounts) with whom you communicate. To save the record, it is necessary to fill in only the surname.")]),e._v(" "),a("p",[a("strong",[e._v("History and Relationships")])]),e._v(" "),a("p",[e._v("The History and Relationships tab displays the timeline of the record and Connections — connections to other records, typically the Account for which the person works.\nTo create a new connection, use the Connect button in the top bar.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/connectButton.png",alt:"Connect Button"}})]),e._v(" "),a("p",[e._v("For example, you can add links to other organizations (such as a former employee) or recommendations.")]),e._v(" "),a("p",[a("strong",[e._v("Consents")])]),e._v(" "),a("p",[e._v("On the Consents tab, you can see the consents granted to you, for example, for sending offers or newsletters, and the validity dates of the consents, or the preferred methods of contacting you.")]),e._v(" "),a("h3",{attrs:{id:"projects"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#projects"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Projects")])]),e._v(" "),a("p",[e._v("There is only one Information tab on the project record. Under projects, you can add individual Accounts that are included in the project using the Add Existing Account button.")]),e._v(" "),a("p",[e._v("At the same time, it is possible to fill in, for example, the planned and actual start and end of the project, the expected and real costs and revenues.")]),e._v(" "),a("h3",{attrs:{id:"purchase-invoices"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#purchase-invoices"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Purchase Invoices")])]),e._v(" "),a("p",[e._v("Invoices can be found in the left menu divided into the following categories according to where they are currently in the approval process:")]),e._v(" "),a("ul",[a("li",[e._v("New")]),e._v(" "),a("li",[e._v("Pending for approval")]),e._v(" "),a("li",[e._v("Pre-approved")]),e._v(" "),a("li",[e._v("Approved")]),e._v(" "),a("li",[e._v("Paid")]),e._v(" "),a("li",[e._v("All")])]),e._v(" "),a("p",[a("strong",[e._v("Purchase Invoices group")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/PurchaseInvoicesGroup.png",alt:"Purchase Invoices Group"}})]),e._v(" "),a("p",[e._v("When you select one of the options, you will see a table of all invoices falling into this category with the values of some important fields that you fill in on the invoice.")]),e._v(" "),a("p",[a("strong",[e._v("Process")])]),e._v(" "),a("p",[e._v("The Status and Status Reason fields are linked to the invoice process, which is displayed in red at the top of the record.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/PurchaseInvoiceBPF.png",alt:"Purchase Invoices BPF"}})]),e._v(" "),a("p",[a("strong",[e._v("Status of Purchase Invoice")])]),e._v(" "),a("p",[e._v("The status of the invoice in which it is currently located. Possible values are:")]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Status")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Definition")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Active")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is active, it is possible to edit it (it was not sent for approval, it is not closed or it was not canceled)")])]),e._v(" "),a("tr",[a("td",[e._v("Pending for Approval")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is awaiting approval")])]),e._v(" "),a("tr",[a("td",[e._v("Closed")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("the invoice is already closed, has been approved or rejected")])]),e._v(" "),a("tr",[a("td",[e._v("Inactive")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is not active, it has been canceled")])])])]),e._v(" "),a("p",[a("em",[e._v("The invoice can only be edited in the Active state, in other states only the invoice lines on the Products tab can be changed")])]),e._v(" "),a("p",[a("strong",[e._v("Status Reason of Purchase Invoice")])]),e._v(" "),a("p",[e._v("Status Reason is a subcategory of Status, it indicates the reason why the invoice is in the given status and specifies its status. Some Status Reasons have the same name as Statuses because you do not need to specify them further.")]),e._v(" "),a("p",[a("em",[e._v("For example, if the Invoice Status is Pending for Approval, the Status Reason will also be Pending for Approval.")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Status Reason")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Definition")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Active")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is active, it is possible to edit it (it was not sent for approval, it is not closed or it was not canceled; same as "),a("em",[e._v("Status Active")]),e._v(")")])]),e._v(" "),a("tr",[a("td",[e._v("Pending for Approval")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is waiting for approval (same as "),a("em",[e._v("Status Pending for Approval")]),e._v(")")])]),e._v(" "),a("tr",[a("td",[e._v("Pre-Approved")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice has been pre-approved")])]),e._v(" "),a("tr",[a("td",[e._v("Rejected")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice has been rejected")])]),e._v(" "),a("tr",[a("td",[e._v("Paid")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice has already been paid")])]),e._v(" "),a("tr",[a("td",[e._v("Inactive")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is inactive")])]),e._v(" "),a("tr",[a("td",[e._v("Canceled")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice has been canceled")])])])]),e._v(" "),a("p",[a("strong",[e._v("Owner")])]),e._v(" "),a("p",[e._v("The person who created the invoice in the application is filled in as the owner of the invoice. The owner on invoices cannot be changed.")]),e._v(" "),a("p",[a("strong",[e._v("Invoice numbering")])]),e._v(" "),a("p",[e._v("After saving the invoice, the Internal Id field is automatically filled in (locked, cannot be changed) in the format:")]),e._v(" "),a("p",[a("em",[e._v("Short Code for the given Account / year / invoice number")])]),e._v(" "),a("p",[a("strong",[e._v("Currency")])]),e._v(" "),a("p",[e._v("The currency on the invoice is automatically filled in according to the set default currency.")]),e._v(" "),a("p",[a("strong",[e._v("Total amount & Total amount with VAT")])]),e._v(" "),a("p",[e._v("Total amount and Total amount with VAT are calculated from the invoice lines on the Products tab (Purchase Invoice Details)")]),e._v(" "),a("p",[e._v("These fields are recalculated automatically, but sometimes it may take a while for the resulting amount to be overwritten, in which case refresh the page or you can use the manual recalculation button (calculator symbol) and then Recalculate.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/totalAmount.png",alt:"Total Amount"}})]),e._v(" "),a("p",[a("strong",[e._v("Were Total Amounts Changed During Approval")])]),e._v(" "),a("p",[e._v("The "),a("em",[e._v("Were Total Amounts Changed During Approval")]),e._v(" field cannot be edited manually. This field indicates whether the invoice amount (Total Amount and Total Anout with VAT) remained the same during the approval process, its values are Yes and No.\nIf the light is set to Yes, it means that the amount has not changed, if to No, it has been adjusted in the process.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/wereTotalAmountsChanged.png",alt:"Were Total Amounts Changed"}})]),e._v(" "),a("p",[a("strong",[e._v("Timeline")])]),e._v(" "),a("p",[e._v("You can create your own notes on the saved record, to which you can also attach files (by clicking on the + symbol).\nAt the same time, system notes are displayed here in the approval process - for example, to whom the invoice was sent for approval. An important function of the timeline on invoices is also the display of responses to approval (rejection or confirmation) as well as additional comments (eg when rejecting an invoice).\nNotes are sorted by the time they were added, you can sort or filter them.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/invoiceTimeline.png",alt:"Invoice Timeline"}})]),e._v(" "),a("p",[a("strong",[e._v("Products tab (Purchase Invoice Details)")])]),e._v(" "),a("p",[e._v("On the Products tab, you can use the New Purchase Invoice Detail button to add individual invoice items (lines). The option will be available to you only after the first saving of the invoice - rows can be added to an existing record.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/invoiceProducts.png",alt:"Invoice Products"}})]),e._v(" "),a("p",[e._v("After clicking on the new Purchase Invoice Details button, a form will appear in the right part of the screen, in which you can enter details. Pay attention to the mandatory Category field, where you can select an existing category or create a new one via the New Purchase Category option.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/InvoiceDetailQuickCreate.png",alt:"Invoice Detail Quick Create"}})]),e._v(" "),a("h3",{attrs:{id:"configuration"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#configuration"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Configuration")])]),e._v(" "),a("p",[e._v("This option is not available to everyone, the Director permission is required to make changes.")]),e._v(" "),a("p",[e._v("In the lower left corner, switch the Customers area to the Settings area and then select the TALXIS Configuration option in the left panel.")]),e._v(" "),a("p",[e._v("Here you can change the following:")]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Definition")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Configuration Name")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Name for the given configuration")])]),e._v(" "),a("tr",[a("td",[e._v("Accounting Email")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Users who belong to the accounting department")])]),e._v(" "),a("tr",[a("td",[e._v("Approval Reminder")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("After how many hours an alert should arrive for a pending Approval")])]),e._v(" "),a("tr",[a("td",[e._v("Due Date Reminder")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("How many days before the due date of the invoice should be notified")])]),e._v(" "),a("tr",[a("td",[e._v("Check Availability In Next Hours")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("After how many hours to check if the user is available for Approval")])]),e._v(" "),a("tr",[a("td",[e._v("All Must Approve Above Limit")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("An invoice that must be approved by the chief approvers if the invoice exceeds the given price")])]),e._v(" "),a("tr",[a("td",[e._v("Chief Approvers")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Approvers who must approve an invoice if it exceeds a given price")])])])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/configuration.png",alt:"Configuration"}})])])}),[],!1,null,null,null);t.default=i.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[155],{553:function(e,t,a){"use strict";a.r(t);var o=a(1),i=Object(o.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h2",{attrs:{id:"application-features"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#application-features"}},[e._v("#")]),e._v(" Application features")]),e._v(" "),a("p",[e._v("TALXIS Procurement is an application developed primarily for the management and approval of purchase invoices, but also the maintenance of a database of organizations and contacts or activities such as tasks.")]),e._v(" "),a("h3",{attrs:{id:"organizations-and-contacts-management"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#organizations-and-contacts-management"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Organizations and contacts management")])]),e._v(" "),a("p",[e._v("The application makes it easy to manage the organizations you work with. You can create new suppliers, customers, partners, etc. Each organization can be assigned a parent organization if it is a subsidiary and assigned a primary contact with whom you communicate within the organization.")]),e._v(" "),a("h3",{attrs:{id:"sending-purchased-invoices-for-the-approval-process"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#sending-purchased-invoices-for-the-approval-process"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Sending purchased invoices for the approval process")])]),e._v(" "),a("p",[e._v("When a company needs to buy services or products, it is good for the issued invoice to go through the approval process and thus avoid an overpriced or excessive purchase.\nWith "),a("em",[e._v("Talxis procurement")]),e._v(", this problem is solved. You can create a purchase invoice that will be approved before it is issued to avoid conflicts.")]),e._v(" "),a("p",[e._v("Invoice approval notifications are sent to Email or MS teams, where the user can select an action of purchase invoice.")]),e._v(" "),a("p",[a("strong",[e._v("MS Teams")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/ApprovalTeams.png",alt:"Approval in MS Teams"}})]),e._v(" "),a("p",[a("strong",[e._v("Outlook")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/ApprovalOutlook.jpg",alt:"Approval in Outlook"}})]),e._v(" "),a("p",[a("strong",[e._v("Category level approvers")])]),e._v(" "),a("p",[e._v("Thurchase invoice is approved by the members of the given category level. Invoice category level is groupings of similar goods or services with common supply and demand drivers and suppliers")]),e._v(" "),a("p",[a("em",[e._v("Example")]),e._v(" : John created a purchase invoice for the purchase of new office chairs and for the proposal to pass the administration should approve it")]),e._v(" "),a("p",[a("strong",[e._v("Chief approvers")])]),e._v(" "),a("p",[e._v("Another important component is the chief approvers, for which you can set the price, which should be approved by them when the purchase invoice exceeds.")]),e._v(" "),a("p",[a("em",[e._v("Example")]),e._v(" : The price of office chairs on a purchase invoice has exceeded the $ 10,000 limit and therefore the CFO should then look at whether to issue or reject this invoice due to the excessive price.")]),e._v(" "),a("p",[a("strong",[e._v("Find Delegation")])]),e._v(" "),a("p",[e._v("Sometimes it happens that the approver is not available (out of office) for approval of the purchase invoice and without this purchase the company would not be able to function. In this case, the approval of the invoice is automatically redirected to his superior.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/FindDelegation.png",alt:"Find Delegation"}})]),e._v(" "),a("p",[e._v("The picture above shows the simple structure of the company. In this case, the purchase invoice must be approved by "),a("em",[e._v("Approver 1")]),e._v(" and "),a("em",[e._v("Approver 2")]),e._v(".")]),e._v(" "),a("p",[a("em",[e._v("Approver 2")]),e._v(" approves the invoice because she is available. However, "),a("em",[e._v("Approver 1")]),e._v(" is not available, so the invoice must be approved by his supervisor. Unfortunately, the superior of "),a("em",[e._v("Approver 1")]),e._v(" is not available either, so the approval process will be transferred to the CEO.")]),e._v(" "),a("h3",{attrs:{id:"purchase-invoice-has-been-paid"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#purchase-invoice-has-been-paid"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Purchase invoice has been paid")])]),e._v(" "),a("p",[e._v("After the purchase invoice has been approved by all approvers, it is automatically sent to the accountant for payment. When the payment is made, they can confirm via email or MS Teams that the invoice has been paid.")]),e._v(" "),a("h2",{attrs:{id:"entities"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#entities"}},[e._v("#")]),e._v(" Entities")]),e._v(" "),a("p",[e._v("Entities are types or categories of records that you may encounter in this application. You can see important entities in the left navigation menu:")]),e._v(" "),a("ul",[a("li",[e._v("Organisations – Accounts of supplier organizations")]),e._v(" "),a("li",[e._v("Contacts – the individuals you communicate with, through your organizations")]),e._v(" "),a("li",[e._v("Projects")]),e._v(" "),a("li",[e._v("Purchase Invoices")]),e._v(" "),a("li",[e._v("Configuration")])]),e._v(" "),a("h3",{attrs:{id:"organisations"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#organisations"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Organisations")])]),e._v(" "),a("p",[e._v("Under organizations, you'll find Accounts records that are used to maintain information about your customers, partners, suppliers, and other organizations with whom you come into business.")]),e._v(" "),a("p",[e._v("In order to save the record, you must fill in the following fields on the Information tab:")]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Definition")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Account Name")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("name of the organization")])]),e._v(" "),a("tr",[a("td",[e._v("Short Code")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("an abbreviation for the organization used in the numbering of invoices assigned to this organization (listed as Customer)")])]),e._v(" "),a("tr",[a("td",[e._v("Relationship Type")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("select the type of relationship that best matches. It is possible to select several options, or all")])])])]),e._v(" "),a("p",[e._v("Filling in additional information is not mandatory, other useful fields that you might want to fill in are the following: Primary Contact, Headquarters or Establishment Address")]),e._v(" "),a("h3",{attrs:{id:"contacts"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#contacts"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Contacts")])]),e._v(" "),a("p",[e._v("Contacts are specific people from the organizations (Accounts) with whom you communicate. To save the record, it is necessary to fill in only the surname.")]),e._v(" "),a("p",[a("strong",[e._v("History and Relationships")])]),e._v(" "),a("p",[e._v("The History and Relationships tab displays the timeline of the record and Connections — connections to other records, typically the Account for which the person works.\nTo create a new connection, use the Connect button in the top bar.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/connectButton.png",alt:"Connect Button"}})]),e._v(" "),a("p",[e._v("For example, you can add links to other organizations (such as a former employee) or recommendations.")]),e._v(" "),a("p",[a("strong",[e._v("Consents")])]),e._v(" "),a("p",[e._v("On the Consents tab, you can see the consents granted to you, for example, for sending offers or newsletters, and the validity dates of the consents, or the preferred methods of contacting you.")]),e._v(" "),a("h3",{attrs:{id:"projects"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#projects"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Projects")])]),e._v(" "),a("p",[e._v("There is only one Information tab on the project record. Under projects, you can add individual Accounts that are included in the project using the Add Existing Account button.")]),e._v(" "),a("p",[e._v("At the same time, it is possible to fill in, for example, the planned and actual start and end of the project, the expected and real costs and revenues.")]),e._v(" "),a("h3",{attrs:{id:"purchase-invoices"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#purchase-invoices"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Purchase Invoices")])]),e._v(" "),a("p",[e._v("Invoices can be found in the left menu divided into the following categories according to where they are currently in the approval process:")]),e._v(" "),a("ul",[a("li",[e._v("New")]),e._v(" "),a("li",[e._v("Pending for approval")]),e._v(" "),a("li",[e._v("Pre-approved")]),e._v(" "),a("li",[e._v("Approved")]),e._v(" "),a("li",[e._v("Paid")]),e._v(" "),a("li",[e._v("All")])]),e._v(" "),a("p",[a("strong",[e._v("Purchase Invoices group")])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/PurchaseInvoicesGroup.png",alt:"Purchase Invoices Group"}})]),e._v(" "),a("p",[e._v("When you select one of the options, you will see a table of all invoices falling into this category with the values of some important fields that you fill in on the invoice.")]),e._v(" "),a("p",[a("strong",[e._v("Process")])]),e._v(" "),a("p",[e._v("The Status and Status Reason fields are linked to the invoice process, which is displayed in red at the top of the record.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/PurchaseInvoiceBPF.png",alt:"Purchase Invoices BPF"}})]),e._v(" "),a("p",[a("strong",[e._v("Status of Purchase Invoice")])]),e._v(" "),a("p",[e._v("The status of the invoice in which it is currently located. Possible values are:")]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Status")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Definition")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Active")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is active, it is possible to edit it (it was not sent for approval, it is not closed or it was not canceled)")])]),e._v(" "),a("tr",[a("td",[e._v("Pending for Approval")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is awaiting approval")])]),e._v(" "),a("tr",[a("td",[e._v("Closed")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("the invoice is already closed, has been approved or rejected")])]),e._v(" "),a("tr",[a("td",[e._v("Inactive")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is not active, it has been canceled")])])])]),e._v(" "),a("p",[a("em",[e._v("The invoice can only be edited in the Active state, in other states only the invoice lines on the Products tab can be changed")])]),e._v(" "),a("p",[a("strong",[e._v("Status Reason of Purchase Invoice")])]),e._v(" "),a("p",[e._v("Status Reason is a subcategory of Status, it indicates the reason why the invoice is in the given status and specifies its status. Some Status Reasons have the same name as Statuses because you do not need to specify them further.")]),e._v(" "),a("p",[a("em",[e._v("For example, if the Invoice Status is Pending for Approval, the Status Reason will also be Pending for Approval.")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Status Reason")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Definition")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Active")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is active, it is possible to edit it (it was not sent for approval, it is not closed or it was not canceled; same as "),a("em",[e._v("Status Active")]),e._v(")")])]),e._v(" "),a("tr",[a("td",[e._v("Pending for Approval")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is waiting for approval (same as "),a("em",[e._v("Status Pending for Approval")]),e._v(")")])]),e._v(" "),a("tr",[a("td",[e._v("Pre-Approved")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice has been pre-approved")])]),e._v(" "),a("tr",[a("td",[e._v("Rejected")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice has been rejected")])]),e._v(" "),a("tr",[a("td",[e._v("Paid")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice has already been paid")])]),e._v(" "),a("tr",[a("td",[e._v("Inactive")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice is inactive")])]),e._v(" "),a("tr",[a("td",[e._v("Canceled")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("The invoice has been canceled")])])])]),e._v(" "),a("p",[a("strong",[e._v("Owner")])]),e._v(" "),a("p",[e._v("The person who created the invoice in the application is filled in as the owner of the invoice. The owner on invoices cannot be changed.")]),e._v(" "),a("p",[a("strong",[e._v("Invoice numbering")])]),e._v(" "),a("p",[e._v("After saving the invoice, the Internal Id field is automatically filled in (locked, cannot be changed) in the format:")]),e._v(" "),a("p",[a("em",[e._v("Short Code for the given Account / year / invoice number")])]),e._v(" "),a("p",[a("strong",[e._v("Currency")])]),e._v(" "),a("p",[e._v("The currency on the invoice is automatically filled in according to the set default currency.")]),e._v(" "),a("p",[a("strong",[e._v("Total amount & Total amount with VAT")])]),e._v(" "),a("p",[e._v("Total amount and Total amount with VAT are calculated from the invoice lines on the Products tab (Purchase Invoice Details)")]),e._v(" "),a("p",[e._v("These fields are recalculated automatically, but sometimes it may take a while for the resulting amount to be overwritten, in which case refresh the page or you can use the manual recalculation button (calculator symbol) and then Recalculate.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/totalAmount.png",alt:"Total Amount"}})]),e._v(" "),a("p",[a("strong",[e._v("Were Total Amounts Changed During Approval")])]),e._v(" "),a("p",[e._v("The "),a("em",[e._v("Were Total Amounts Changed During Approval")]),e._v(" field cannot be edited manually. This field indicates whether the invoice amount (Total Amount and Total Anout with VAT) remained the same during the approval process, its values are Yes and No.\nIf the light is set to Yes, it means that the amount has not changed, if to No, it has been adjusted in the process.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/wereTotalAmountsChanged.png",alt:"Were Total Amounts Changed"}})]),e._v(" "),a("p",[a("strong",[e._v("Timeline")])]),e._v(" "),a("p",[e._v("You can create your own notes on the saved record, to which you can also attach files (by clicking on the + symbol).\nAt the same time, system notes are displayed here in the approval process - for example, to whom the invoice was sent for approval. An important function of the timeline on invoices is also the display of responses to approval (rejection or confirmation) as well as additional comments (eg when rejecting an invoice).\nNotes are sorted by the time they were added, you can sort or filter them.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/invoiceTimeline.png",alt:"Invoice Timeline"}})]),e._v(" "),a("p",[a("strong",[e._v("Products tab (Purchase Invoice Details)")])]),e._v(" "),a("p",[e._v("On the Products tab, you can use the New Purchase Invoice Detail button to add individual invoice items (lines). The option will be available to you only after the first saving of the invoice - rows can be added to an existing record.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/invoiceProducts.png",alt:"Invoice Products"}})]),e._v(" "),a("p",[e._v("After clicking on the new Purchase Invoice Details button, a form will appear in the right part of the screen, in which you can enter details. Pay attention to the mandatory Category field, where you can select an existing category or create a new one via the New Purchase Category option.")]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/InvoiceDetailQuickCreate.png",alt:"Invoice Detail Quick Create"}})]),e._v(" "),a("h3",{attrs:{id:"configuration"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#configuration"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Configuration")])]),e._v(" "),a("p",[e._v("This option is not available to everyone, the Director permission is required to make changes.")]),e._v(" "),a("p",[e._v("In the lower left corner, switch the Customers area to the Settings area and then select the TALXIS Configuration option in the left panel.")]),e._v(" "),a("p",[e._v("Here you can change the following:")]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Field")]),e._v(" "),a("th",{staticStyle:{"text-align":"left"}},[e._v("Definition")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("Configuration Name")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Name for the given configuration")])]),e._v(" "),a("tr",[a("td",[e._v("Accounting Email")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Users who belong to the accounting department")])]),e._v(" "),a("tr",[a("td",[e._v("Approval Reminder")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("After how many hours an alert should arrive for a pending Approval")])]),e._v(" "),a("tr",[a("td",[e._v("Due Date Reminder")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("How many days before the due date of the invoice should be notified")])]),e._v(" "),a("tr",[a("td",[e._v("Check Availability In Next Hours")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("After how many hours to check if the user is available for Approval")])]),e._v(" "),a("tr",[a("td",[e._v("All Must Approve Above Limit")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("An invoice that must be approved by the chief approvers if the invoice exceeds the given price")])]),e._v(" "),a("tr",[a("td",[e._v("Chief Approvers")]),e._v(" "),a("td",{staticStyle:{"text-align":"left"}},[e._v("Approvers who must approve an invoice if it exceeds a given price")])])])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/Procurement/configuration.png",alt:"Configuration"}})])])}),[],!1,null,null,null);t.default=i.exports}}]);
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diff --git a/assets/js/page-TALXISWorkflow-GetAppModuleDetails--68510566.2cf334c7.js b/assets/js/page-TALXISWorkflow-GetAppModuleDetails--68510566.abf1c3ff.js
similarity index 97%
rename from assets/js/page-TALXISWorkflow-GetAppModuleDetails--68510566.2cf334c7.js
rename to assets/js/page-TALXISWorkflow-GetAppModuleDetails--68510566.abf1c3ff.js
index 6a7c10a11..e4900a60a 100644
--- a/assets/js/page-TALXISWorkflow-GetAppModuleDetails--68510566.2cf334c7.js
+++ b/assets/js/page-TALXISWorkflow-GetAppModuleDetails--68510566.abf1c3ff.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[156],{585:function(e,t,a){"use strict";a.r(t);var o=a(1),n=Object(o.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"get-app-module-details"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#get-app-module-details"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Get App Module Details")])]),e._v(" "),a("p",[e._v("Hello reader, on this page you will find out how you can retrieve some of app module info.")]),e._v(" "),a("p",[e._v("In solution of TALXIS.Apps.Environment.Utility.Features.Metadata.Composition you will find \"Get App Module Details\" flow. I will describe it's usage from mine example. I was supposed to send URL to user via email so he could access particular record (ex: https://environmentUniqueName.crm.dynamics.com/main.aspx?appid=00000000-0000-0000-0000-000000000000&pagetype=entityrecord&etn=task&id=00000000-0000-0000-0000-000000000000). In order to compose that URL I needed environmentUniqueName since the flow I made could be in different environments and I don't want to set it up manually.")]),e._v(" "),a("p",[e._v("So in next chapter you will see what you need to send and what you will recieve from that child flow 😃")]),e._v(" "),a("h2",{attrs:{id:"parameters-to-send"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#parameters-to-send"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Parameters to send")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Parameter name")]),e._v(" "),a("th",[e._v("Description")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("AppModuleUniqueName")]),e._v(" "),a("td",[e._v("UniqueName of the app you want to recieve info from ex: talxis_salesdefault")])])])]),e._v(" "),a("h2",{attrs:{id:"return-values"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#return-values"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Return Values")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Name")]),e._v(" "),a("th",[e._v("Description")]),e._v(" "),a("th",[e._v("Example value")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("appmoduleid")]),e._v(" "),a("td",[e._v("ID of App Module")]),e._v(" "),a("td",[e._v("00000000-0000-0000-0000-000000000000")])]),e._v(" "),a("tr",[a("td",[e._v("appmoduleurl")]),e._v(" "),a("td",[e._v("URL of App Module")]),e._v(" "),a("td",[e._v("environmentUniqueName.crm4.dynamics.com/main.aspx?appid=00000000-0000-0000-0000-000000000000")])]),e._v(" "),a("tr",[a("td",[e._v("appmoduleuniquenameurl")]),e._v(" "),a("td",[e._v("Unique name of app module")]),e._v(" "),a("td",[e._v("environmentUniqueName.crm4.dynamics.com/apps/uniquename/talxis_salesdefault")])])])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications%5Cutilities%5Cmetadata%5CGetAppModuleDetails.png",alt:"GetAppModuleWorkflow"}})])])}),[],!1,null,null,null);t.default=n.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[156],{584:function(e,t,a){"use strict";a.r(t);var o=a(1),n=Object(o.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"get-app-module-details"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#get-app-module-details"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Get App Module Details")])]),e._v(" "),a("p",[e._v("Hello reader, on this page you will find out how you can retrieve some of app module info.")]),e._v(" "),a("p",[e._v("In solution of TALXIS.Apps.Environment.Utility.Features.Metadata.Composition you will find \"Get App Module Details\" flow. I will describe it's usage from mine example. I was supposed to send URL to user via email so he could access particular record (ex: https://environmentUniqueName.crm.dynamics.com/main.aspx?appid=00000000-0000-0000-0000-000000000000&pagetype=entityrecord&etn=task&id=00000000-0000-0000-0000-000000000000). In order to compose that URL I needed environmentUniqueName since the flow I made could be in different environments and I don't want to set it up manually.")]),e._v(" "),a("p",[e._v("So in next chapter you will see what you need to send and what you will recieve from that child flow 😃")]),e._v(" "),a("h2",{attrs:{id:"parameters-to-send"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#parameters-to-send"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Parameters to send")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Parameter name")]),e._v(" "),a("th",[e._v("Description")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("AppModuleUniqueName")]),e._v(" "),a("td",[e._v("UniqueName of the app you want to recieve info from ex: talxis_salesdefault")])])])]),e._v(" "),a("h2",{attrs:{id:"return-values"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#return-values"}},[e._v("#")]),e._v(" "),a("strong",[e._v("Return Values")])]),e._v(" "),a("table",[a("thead",[a("tr",[a("th",[e._v("Name")]),e._v(" "),a("th",[e._v("Description")]),e._v(" "),a("th",[e._v("Example value")])])]),e._v(" "),a("tbody",[a("tr",[a("td",[e._v("appmoduleid")]),e._v(" "),a("td",[e._v("ID of App Module")]),e._v(" "),a("td",[e._v("00000000-0000-0000-0000-000000000000")])]),e._v(" "),a("tr",[a("td",[e._v("appmoduleurl")]),e._v(" "),a("td",[e._v("URL of App Module")]),e._v(" "),a("td",[e._v("environmentUniqueName.crm4.dynamics.com/main.aspx?appid=00000000-0000-0000-0000-000000000000")])]),e._v(" "),a("tr",[a("td",[e._v("appmoduleuniquenameurl")]),e._v(" "),a("td",[e._v("Unique name of app module")]),e._v(" "),a("td",[e._v("environmentUniqueName.crm4.dynamics.com/apps/uniquename/talxis_salesdefault")])])])]),e._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications%5Cutilities%5Cmetadata%5CGetAppModuleDetails.png",alt:"GetAppModuleWorkflow"}})])])}),[],!1,null,null,null);t.default=n.exports}}]);
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diff --git a/assets/js/page-Tags--bb626ef4.27742b6f.js b/assets/js/page-Tags--bb626ef4.aa100cff.js
similarity index 97%
rename from assets/js/page-Tags--bb626ef4.27742b6f.js
rename to assets/js/page-Tags--bb626ef4.aa100cff.js
index f3343c798..f83da934b 100644
--- a/assets/js/page-Tags--bb626ef4.27742b6f.js
+++ b/assets/js/page-Tags--bb626ef4.aa100cff.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[157],{627:function(t,a,e){"use strict";e.r(a);var s=e(1),r=Object(s.a)({},(function(){var t=this,a=t.$createElement,e=t._self._c||a;return e("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[e("h1",{attrs:{id:"tags"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#tags"}},[t._v("#")]),t._v(" Tags")]),t._v(" "),e("p",[e("strong",[t._v("Tags")]),t._v(" describe information about record and make it easy to locate related records that have the same tag. In the example below, you can see the tags created for the contact.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/tagPreview.png",alt:"Tags"}})]),t._v(" "),e("p",[t._v("So now if we want to search for all records that contain blue eyes, just type in the search: "),e("strong",[t._v("blue eyes")]),t._v(".")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/searchTag.png",alt:"Search tag"}})]),t._v(" "),e("h2",{attrs:{id:"add-a-tag"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#add-a-tag"}},[t._v("#")]),t._v(" Add a tag")]),t._v(" "),e("p",[t._v("You have 2 options for adding a tag. Either "),e("strong",[t._v("add it from the suggestion list")]),t._v(" that appears as you type or "),e("strong",[t._v("create a new tag")]),t._v(". Both processes are described below.")]),t._v(" "),e("div",{staticClass:"custom-block warning"},[e("p",{staticClass:"custom-block-title"},[t._v("Note")]),t._v(" "),e("p",[t._v("To add "),e("strong",[t._v("tags")]),t._v(" to a new record, you must first save the record. Then you will be able to add tags.")])]),t._v(" "),e("h3",{attrs:{id:"create-a-new-tag"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#create-a-new-tag"}},[t._v("#")]),t._v(" Create a new tag")]),t._v(" "),e("p",[t._v("One way to add a tag is to create a new tag. Just type the tag name and then press "),e("strong",[t._v("enter")]),t._v(".")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/createTag.gif",alt:"create tag"}})]),t._v(" "),e("h3",{attrs:{id:"add-a-tag-from-suggestion-list"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#add-a-tag-from-suggestion-list"}},[t._v("#")]),t._v(" Add a tag from suggestion list")]),t._v(" "),e("p",[t._v("The second way to add a tag is to select it from the suggestion list. The suggestion list shows already created tags that are used on other records.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/suggestionsTags.gif",alt:"Add tag from suggestions"}})]),t._v(" "),e("h2",{attrs:{id:"delete-a-tag"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#delete-a-tag"}},[t._v("#")]),t._v(" Delete a tag")]),t._v(" "),e("p",[t._v("To delete a tag, just click on the "),e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/trashIcon.png",alt:"trash icon"}}),t._v(" icon.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/deleteTag.gif",alt:"Delete tag"}})])])}),[],!1,null,null,null);a.default=r.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[157],{630:function(t,a,e){"use strict";e.r(a);var s=e(1),r=Object(s.a)({},(function(){var t=this,a=t.$createElement,e=t._self._c||a;return e("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[e("h1",{attrs:{id:"tags"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#tags"}},[t._v("#")]),t._v(" Tags")]),t._v(" "),e("p",[e("strong",[t._v("Tags")]),t._v(" describe information about record and make it easy to locate related records that have the same tag. In the example below, you can see the tags created for the contact.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/tagPreview.png",alt:"Tags"}})]),t._v(" "),e("p",[t._v("So now if we want to search for all records that contain blue eyes, just type in the search: "),e("strong",[t._v("blue eyes")]),t._v(".")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/searchTag.png",alt:"Search tag"}})]),t._v(" "),e("h2",{attrs:{id:"add-a-tag"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#add-a-tag"}},[t._v("#")]),t._v(" Add a tag")]),t._v(" "),e("p",[t._v("You have 2 options for adding a tag. Either "),e("strong",[t._v("add it from the suggestion list")]),t._v(" that appears as you type or "),e("strong",[t._v("create a new tag")]),t._v(". Both processes are described below.")]),t._v(" "),e("div",{staticClass:"custom-block warning"},[e("p",{staticClass:"custom-block-title"},[t._v("Note")]),t._v(" "),e("p",[t._v("To add "),e("strong",[t._v("tags")]),t._v(" to a new record, you must first save the record. Then you will be able to add tags.")])]),t._v(" "),e("h3",{attrs:{id:"create-a-new-tag"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#create-a-new-tag"}},[t._v("#")]),t._v(" Create a new tag")]),t._v(" "),e("p",[t._v("One way to add a tag is to create a new tag. Just type the tag name and then press "),e("strong",[t._v("enter")]),t._v(".")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/createTag.gif",alt:"create tag"}})]),t._v(" "),e("h3",{attrs:{id:"add-a-tag-from-suggestion-list"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#add-a-tag-from-suggestion-list"}},[t._v("#")]),t._v(" Add a tag from suggestion list")]),t._v(" "),e("p",[t._v("The second way to add a tag is to select it from the suggestion list. The suggestion list shows already created tags that are used on other records.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/suggestionsTags.gif",alt:"Add tag from suggestions"}})]),t._v(" "),e("h2",{attrs:{id:"delete-a-tag"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#delete-a-tag"}},[t._v("#")]),t._v(" Delete a tag")]),t._v(" "),e("p",[t._v("To delete a tag, just click on the "),e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/trashIcon.png",alt:"trash icon"}}),t._v(" icon.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Tag/deleteTag.gif",alt:"Delete tag"}})])])}),[],!1,null,null,null);a.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Tasksduringcontractprocesses--4c70c082.09be9cdd.js b/assets/js/page-Tasksduringcontractprocesses--4c70c082.3880d4d7.js
similarity index 98%
rename from assets/js/page-Tasksduringcontractprocesses--4c70c082.09be9cdd.js
rename to assets/js/page-Tasksduringcontractprocesses--4c70c082.3880d4d7.js
index dabd6182c..8a0309f9f 100644
--- a/assets/js/page-Tasksduringcontractprocesses--4c70c082.09be9cdd.js
+++ b/assets/js/page-Tasksduringcontractprocesses--4c70c082.3880d4d7.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[158],{648:function(t,e,a){"use strict";a.r(e);var s=a(1),r=Object(s.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"tasks-during-contract-processes"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#tasks-during-contract-processes"}},[t._v("#")]),t._v(" Tasks during contract processes")]),t._v(" "),a("p",[t._v("There are different tasks during stages Review, Approval, and Signature that users need to take care of. Those tasks are in the form of activity entity "),a("strong",[t._v("Task")]),t._v(" records. 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\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[158],{650:function(t,e,a){"use strict";a.r(e);var s=a(1),r=Object(s.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"tasks-during-contract-processes"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#tasks-during-contract-processes"}},[t._v("#")]),t._v(" Tasks during contract processes")]),t._v(" "),a("p",[t._v("There are different tasks during stages Review, Approval, and Signature that users need to take care of. Those tasks are in the form of activity entity "),a("strong",[t._v("Task")]),t._v(" records. 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diff --git a/assets/js/page-Templates--62ea1922.04147fe7.js b/assets/js/page-Templates--62ea1922.e49b242e.js
similarity index 98%
rename from assets/js/page-Templates--62ea1922.04147fe7.js
rename to assets/js/page-Templates--62ea1922.e49b242e.js
index 223ffb7f7..b48c57b95 100644
--- a/assets/js/page-Templates--62ea1922.04147fe7.js
+++ b/assets/js/page-Templates--62ea1922.e49b242e.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[159],{592:function(e,t,a){"use strict";a.r(t);var i=a(1),o=Object(i.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"templates"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#templates"}},[e._v("#")]),e._v(" Templates")]),e._v(" "),a("h2",{attrs:{id:"introduction"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#introduction"}},[e._v("#")]),e._v(" Introduction")]),e._v(" "),a("p",[e._v("We have created a templating feature where you can compose different kinds of templates and populate them with data from CDS. There are currently 3 types of templates: "),a("strong",[e._v("Word "),a("em",[e._v("(docx)")]),e._v(", Excel "),a("em",[e._v("(xlsx)")]),e._v(" and Email")]),e._v(". Getting into details of every template type, making and getting of them is different. Therefore we've made detailed instructions for each type.")]),e._v(" "),a("h2",{attrs:{id:"general-idea"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#general-idea"}},[e._v("#")]),e._v(" General idea")]),e._v(" "),a("p",[e._v("Regardless of differences in each template type, general logic is same. For now we'll take email templates for example. Let's say we need to send batch of emails to certain group of contacts")]),e._v(" "),a("ol",[a("li",[e._v("You will make an email template by making new record where you will design actual email in out designer, declare its filters and language. In designer you can use liquid tags to allow template to recieve custom data.")])]),e._v(" "),a("div",{staticClass:"custom-block warning"},[a("p",{staticClass:"custom-block-title"},[e._v("Note")]),e._v(" "),a("p",[a("em",[e._v("Check "),a("a",{attrs:{href:"https://shopify.github.io/liquid/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Shopify's docs"),a("OutboundLink")],1),e._v(" to see what is possible to do with tags, but be aware that we are using "),a("a",{attrs:{href:"https://github.com/dotliquid/dotliquid/wiki",target:"_blank",rel:"noopener noreferrer"}},[e._v("DotLiquid"),a("OutboundLink")],1),e._v(" and it doesn't have all Shopify's features implemented. To counter this, we have added "),a("a",{attrs:{href:"https://github.com/gimmi/DotLiquid.Extras/tree/master/src/DotLiquid.Extras.Tests",target:"_blank",rel:"noopener noreferrer"}},[e._v("\nDotLiquid.Extras"),a("OutboundLink")],1),e._v(" filters, which should substitute missing functionalities.")])])]),e._v(" "),a("ol",{attrs:{start:"2"}},[a("li",[a("p",[e._v("In your custom flow for sending emails, you will get template by calling child flow "),a("em",[e._v("(in our case talxis_getemailtemplate)")]),e._v("  which retrieves template based on sent entity and record ID. If sent record satisfies criteria for one of the templates, that template will be returned.")])]),e._v(" "),a("li",[a("p",[e._v("If you need to populate data inside of the template, you will do it by using custom connector actions "),a("em",[e._v('(again in our case "Map To Liquid")')]),e._v(" which will populate tempate with data from CDS.")])]),e._v(" "),a("li",[a("p",[e._v("After that you will have email ready for sending 😄")])])]),e._v(" "),a("div",{staticClass:"custom-block warning"},[a("p",{staticClass:"custom-block-title"},[e._v("Note")]),e._v(" "),a("p",[e._v("Please check detailed descriptions for more info.")]),e._v(" "),a("ul",[a("li",[a("RouterLink",{attrs:{to:"/en/developer-guide/applications/utilities/templates/email-template.html"}},[e._v("Email Templates")])],1),e._v(" "),a("li",[a("RouterLink",{attrs:{to:"/en/developer-guide/applications/utilities/templates/document-template.html"}},[e._v("Document Templates")]),e._v(" (Word, Excel)")],1)])])])}),[],!1,null,null,null);t.default=o.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[159],{593:function(e,t,a){"use strict";a.r(t);var i=a(1),o=Object(i.a)({},(function(){var e=this,t=e.$createElement,a=e._self._c||t;return a("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[a("h1",{attrs:{id:"templates"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#templates"}},[e._v("#")]),e._v(" Templates")]),e._v(" "),a("h2",{attrs:{id:"introduction"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#introduction"}},[e._v("#")]),e._v(" Introduction")]),e._v(" "),a("p",[e._v("We have created a templating feature where you can compose different kinds of templates and populate them with data from CDS. There are currently 3 types of templates: "),a("strong",[e._v("Word "),a("em",[e._v("(docx)")]),e._v(", Excel "),a("em",[e._v("(xlsx)")]),e._v(" and Email")]),e._v(". Getting into details of every template type, making and getting of them is different. Therefore we've made detailed instructions for each type.")]),e._v(" "),a("h2",{attrs:{id:"general-idea"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#general-idea"}},[e._v("#")]),e._v(" General idea")]),e._v(" "),a("p",[e._v("Regardless of differences in each template type, general logic is same. For now we'll take email templates for example. Let's say we need to send batch of emails to certain group of contacts")]),e._v(" "),a("ol",[a("li",[e._v("You will make an email template by making new record where you will design actual email in out designer, declare its filters and language. In designer you can use liquid tags to allow template to recieve custom data.")])]),e._v(" "),a("div",{staticClass:"custom-block warning"},[a("p",{staticClass:"custom-block-title"},[e._v("Note")]),e._v(" "),a("p",[a("em",[e._v("Check "),a("a",{attrs:{href:"https://shopify.github.io/liquid/",target:"_blank",rel:"noopener noreferrer"}},[e._v("Shopify's docs"),a("OutboundLink")],1),e._v(" to see what is possible to do with tags, but be aware that we are using "),a("a",{attrs:{href:"https://github.com/dotliquid/dotliquid/wiki",target:"_blank",rel:"noopener noreferrer"}},[e._v("DotLiquid"),a("OutboundLink")],1),e._v(" and it doesn't have all Shopify's features implemented. To counter this, we have added "),a("a",{attrs:{href:"https://github.com/gimmi/DotLiquid.Extras/tree/master/src/DotLiquid.Extras.Tests",target:"_blank",rel:"noopener noreferrer"}},[e._v("\nDotLiquid.Extras"),a("OutboundLink")],1),e._v(" filters, which should substitute missing functionalities.")])])]),e._v(" "),a("ol",{attrs:{start:"2"}},[a("li",[a("p",[e._v("In your custom flow for sending emails, you will get template by calling child flow "),a("em",[e._v("(in our case talxis_getemailtemplate)")]),e._v("  which retrieves template based on sent entity and record ID. If sent record satisfies criteria for one of the templates, that template will be returned.")])]),e._v(" "),a("li",[a("p",[e._v("If you need to populate data inside of the template, you will do it by using custom connector actions "),a("em",[e._v('(again in our case "Map To Liquid")')]),e._v(" which will populate tempate with data from CDS.")])]),e._v(" "),a("li",[a("p",[e._v("After that you will have email ready for sending 😄")])])]),e._v(" "),a("div",{staticClass:"custom-block warning"},[a("p",{staticClass:"custom-block-title"},[e._v("Note")]),e._v(" "),a("p",[e._v("Please check detailed descriptions for more info.")]),e._v(" "),a("ul",[a("li",[a("RouterLink",{attrs:{to:"/en/developer-guide/applications/utilities/templates/email-template.html"}},[e._v("Email Templates")])],1),e._v(" "),a("li",[a("RouterLink",{attrs:{to:"/en/developer-guide/applications/utilities/templates/document-template.html"}},[e._v("Document Templates")]),e._v(" (Word, Excel)")],1)])])])}),[],!1,null,null,null);t.default=o.exports}}]);
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diff --git a/assets/js/page-Terminatecontract--7855c744.f2bef14c.js b/assets/js/page-Terminatecontract--7855c744.6ad8fb1e.js
similarity index 97%
rename from assets/js/page-Terminatecontract--7855c744.f2bef14c.js
rename to assets/js/page-Terminatecontract--7855c744.6ad8fb1e.js
index 33c278c09..702861e75 100644
--- a/assets/js/page-Terminatecontract--7855c744.f2bef14c.js
+++ b/assets/js/page-Terminatecontract--7855c744.6ad8fb1e.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[161],{647:function(t,a,e){"use strict";e.r(a);var n=e(1),r=Object(n.a)({},(function(){var t=this,a=t.$createElement,e=t._self._c||a;return e("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[e("h1",{attrs:{id:"terminate-contract"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#terminate-contract"}},[t._v("#")]),t._v(" Terminate contract")]),t._v(" "),e("p",[t._v("To keep your contracts on track, you have an option to terminate them. When terminating a contract, you have an option to fill "),e("strong",[t._v("Valid To")]),t._v(" attribute if the contract validity doesn't end right away.")]),t._v(" "),e("h2",{attrs:{id:"how-to-terminate-a-contract"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#how-to-terminate-a-contract"}},[t._v("#")]),t._v(" How to terminate a contract")]),t._v(" "),e("ol",[e("li",[t._v("Navigate to an active contract you want to terminate.")]),t._v(" "),e("li",[t._v("Click the "),e("strong",[t._v("Terminate Contract")]),t._v(" button in the ribbon.")])]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-2.png",alt:"Terminate Contract Button"}})]),t._v(" "),e("ol",{attrs:{start:"3"}},[e("li",[t._v("Dialog on the right side of the screen will appear.")])]),t._v(" "),e("p",[t._v("Here you have an option to specify when the validity of the contract will end.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-1.png",alt:"Terminate Contract Dialog"}})]),t._v(" "),e("ol",{attrs:{start:"4"}},[e("li",[t._v("Click the "),e("strong",[t._v("Close Contract")]),t._v(" button.")])]),t._v(" "),e("p",[t._v("After termination finishes, the page will reload and you will see your terminated contract.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-3.png",alt:"Terminated Contract"}})]),t._v(" "),e("h2",{attrs:{id:"contract-with-amendments"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#contract-with-amendments"}},[t._v("#")]),t._v(" Contract with amendments")]),t._v(" "),e("p",[t._v("If you terminate a contract with amendments, it will also end the amendments.")]),t._v(" "),e("p",[t._v("Valid amendments will have a new status reason "),e("strong",[t._v("Cancelled")]),t._v(", and drafted ones will be "),e("strong",[t._v("Discarded")]),t._v(".")])])}),[],!1,null,null,null);a.default=r.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[161],{651:function(t,a,e){"use strict";e.r(a);var n=e(1),r=Object(n.a)({},(function(){var t=this,a=t.$createElement,e=t._self._c||a;return e("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[e("h1",{attrs:{id:"terminate-contract"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#terminate-contract"}},[t._v("#")]),t._v(" Terminate contract")]),t._v(" "),e("p",[t._v("To keep your contracts on track, you have an option to terminate them. When terminating a contract, you have an option to fill "),e("strong",[t._v("Valid To")]),t._v(" attribute if the contract validity doesn't end right away.")]),t._v(" "),e("h2",{attrs:{id:"how-to-terminate-a-contract"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#how-to-terminate-a-contract"}},[t._v("#")]),t._v(" How to terminate a contract")]),t._v(" "),e("ol",[e("li",[t._v("Navigate to an active contract you want to terminate.")]),t._v(" "),e("li",[t._v("Click the "),e("strong",[t._v("Terminate Contract")]),t._v(" button in the ribbon.")])]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-2.png",alt:"Terminate Contract Button"}})]),t._v(" "),e("ol",{attrs:{start:"3"}},[e("li",[t._v("Dialog on the right side of the screen will appear.")])]),t._v(" "),e("p",[t._v("Here you have an option to specify when the validity of the contract will end.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-1.png",alt:"Terminate Contract Dialog"}})]),t._v(" "),e("ol",{attrs:{start:"4"}},[e("li",[t._v("Click the "),e("strong",[t._v("Close Contract")]),t._v(" button.")])]),t._v(" "),e("p",[t._v("After termination finishes, the page will reload and you will see your terminated contract.")]),t._v(" "),e("p",[e("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-3.png",alt:"Terminated Contract"}})]),t._v(" "),e("h2",{attrs:{id:"contract-with-amendments"}},[e("a",{staticClass:"header-anchor",attrs:{href:"#contract-with-amendments"}},[t._v("#")]),t._v(" Contract with amendments")]),t._v(" "),e("p",[t._v("If you terminate a contract with amendments, it will also end the amendments.")]),t._v(" "),e("p",[t._v("Valid amendments will have a new status reason "),e("strong",[t._v("Cancelled")]),t._v(", and drafted ones will be "),e("strong",[t._v("Discarded")]),t._v(".")])])}),[],!1,null,null,null);a.default=r.exports}}]);
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diff --git a/assets/js/page-Texteditor--18a80fc0.d9da995b.js b/assets/js/page-Texteditor--18a80fc0.d6c642c0.js
similarity index 94%
rename from assets/js/page-Texteditor--18a80fc0.d9da995b.js
rename to assets/js/page-Texteditor--18a80fc0.d6c642c0.js
index 20e2519c3..bd7ab2132 100644
--- a/assets/js/page-Texteditor--18a80fc0.d9da995b.js
+++ b/assets/js/page-Texteditor--18a80fc0.d6c642c0.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[162],{630:function(t,e,i){"use strict";i.r(e);var r=i(1),l=Object(r.a)({},(function(){var t=this,e=t.$createElement,i=t._self._c||e;return i("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[i("h1",{attrs:{id:"text-editor"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#text-editor"}},[t._v("#")]),t._v(" Text editor")]),t._v(" "),i("p",[t._v("The text editor light provides the ability to format text as in Word and similar text editors.")]),t._v(" "),i("p",[t._v("Some of the format options available are:")]),t._v(" "),i("ul",[i("li",[t._v("Bold, italic, underline, and strikethrough")]),t._v(" "),i("li",[t._v("Text color, highlight color")]),t._v(" "),i("li",[t._v("Font type and size")]),t._v(" "),i("li",[t._v("Numbered lists and bulleted lists")]),t._v(" "),i("li",[t._v("Hyperlinks")]),t._v(" "),i("li",[t._v("Tables")]),t._v(" "),i("li",[t._v("Images")])]),t._v(" "),i("p",[i("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/textEditor.png",alt:"Text editor"}})])])}),[],!1,null,null,null);e.default=l.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[162],{631:function(t,e,i){"use strict";i.r(e);var r=i(1),l=Object(r.a)({},(function(){var t=this,e=t.$createElement,i=t._self._c||e;return i("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[i("h1",{attrs:{id:"text-editor"}},[i("a",{staticClass:"header-anchor",attrs:{href:"#text-editor"}},[t._v("#")]),t._v(" Text editor")]),t._v(" "),i("p",[t._v("The text editor light provides the ability to format text as in Word and similar text editors.")]),t._v(" "),i("p",[t._v("Some of the format options available are:")]),t._v(" "),i("ul",[i("li",[t._v("Bold, italic, underline, and strikethrough")]),t._v(" "),i("li",[t._v("Text color, highlight color")]),t._v(" "),i("li",[t._v("Font type and size")]),t._v(" "),i("li",[t._v("Numbered lists and bulleted lists")]),t._v(" "),i("li",[t._v("Hyperlinks")]),t._v(" "),i("li",[t._v("Tables")]),t._v(" "),i("li",[t._v("Images")])]),t._v(" "),i("p",[i("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/textEditor.png",alt:"Text editor"}})])])}),[],!1,null,null,null);e.default=l.exports}}]);
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diff --git a/assets/js/page-Timeline--20708262.f1a9aae2.js b/assets/js/page-Timeline--20708262.fe15c7e8.js
similarity index 98%
rename from assets/js/page-Timeline--20708262.f1a9aae2.js
rename to assets/js/page-Timeline--20708262.fe15c7e8.js
index 62627197a..7cf3c2cb1 100644
--- a/assets/js/page-Timeline--20708262.f1a9aae2.js
+++ b/assets/js/page-Timeline--20708262.fe15c7e8.js
@@ -1 +1 @@
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diff --git a/assets/js/page-Trackandmanageactivities--ec005ffc.8268112b.js b/assets/js/page-Trackandmanageactivities--ec005ffc.41157ac1.js
similarity index 98%
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rename to assets/js/page-Trackandmanageactivities--ec005ffc.41157ac1.js
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--- a/assets/js/page-Trackandmanageactivities--ec005ffc.8268112b.js
+++ b/assets/js/page-Trackandmanageactivities--ec005ffc.41157ac1.js
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diff --git a/assets/js/page-Trackyourprogresswithdashboardsandcharts--a18b923c.432edd75.js b/assets/js/page-Trackyourprogresswithdashboardsandcharts--a18b923c.d9ab457e.js
similarity index 97%
rename from assets/js/page-Trackyourprogresswithdashboardsandcharts--a18b923c.432edd75.js
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diff --git a/assets/js/page-TreeView--8f061ffc.5a3f49cb.js b/assets/js/page-TreeView--8f061ffc.cb3c25a9.js
similarity index 98%
rename from assets/js/page-TreeView--8f061ffc.5a3f49cb.js
rename to assets/js/page-TreeView--8f061ffc.cb3c25a9.js
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--- a/assets/js/page-TreeView--8f061ffc.5a3f49cb.js
+++ b/assets/js/page-TreeView--8f061ffc.cb3c25a9.js
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diff --git a/assets/js/page-UCIExtensions--51ebd510.a4491ca7.js b/assets/js/page-UCIExtensions--51ebd510.03bd6b73.js
similarity index 99%
rename from assets/js/page-UCIExtensions--51ebd510.a4491ca7.js
rename to assets/js/page-UCIExtensions--51ebd510.03bd6b73.js
index 3ff1063ef..7aebfddb3 100644
--- a/assets/js/page-UCIExtensions--51ebd510.a4491ca7.js
+++ b/assets/js/page-UCIExtensions--51ebd510.03bd6b73.js
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diff --git a/assets/js/page-Useaccountstomanagecustomercompanies--222229e4.1693322e.js b/assets/js/page-Useaccountstomanagecustomercompanies--222229e4.08049c8d.js
similarity index 99%
rename from assets/js/page-Useaccountstomanagecustomercompanies--222229e4.1693322e.js
rename to assets/js/page-Useaccountstomanagecustomercompanies--222229e4.08049c8d.js
index 9e2c2538d..92c2d5091 100644
--- a/assets/js/page-Useaccountstomanagecustomercompanies--222229e4.1693322e.js
+++ b/assets/js/page-Useaccountstomanagecustomercompanies--222229e4.08049c8d.js
@@ -1 +1 @@
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You can select an existing company with "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/lookup/"}},[t._v("lookup control")]),t._v(" or create a new one via forms or "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form/"}},[t._v("quickcreate form")]),t._v(".")],1),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Relationship Type")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Type of relationship with the organization. This field is "),a("strong",[t._v("required")]),t._v(" and you must select at least one relationship type.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Customer/Partner/Supplier/Prospect/Indirect Cutomer/Other")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Rating")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Subjective rating of the account. More green stars means a higher rating.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/rating.png",alt:"Rating"}})])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Email")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Account(company) email.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("hello@networg.com")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Main Phone")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Company phone number.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Description")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Brief description of the company.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("A company with good manners and the ability to repay.")])])])]),t._v(" "),a("p",[a("strong",[t._v("Government information")])]),t._v(" "),a("table",[a("thead",[a("tr",[a("th",{staticStyle:{"text-align":"left"}},[t._v("Field")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Description")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Example")])])]),t._v(" "),a("tbody",[a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("National Identification Number")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("National identification number of account. This field is filled in automatically when account name is selected.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("34114050")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Tax Identification Number")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("A Tax Identification Number (TIN) is a nine-digit number used as a tracking number.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("VAT Registration Status")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("VAT Registration Status tells us whether the account is a reliable payer or an unreliable payer.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Reliable payer/Unreliable payer/Not found")])])])]),t._v(" "),a("p",[a("strong",[t._v("Selecting the country and entering the name")])]),t._v(" "),a("ol",{attrs:{start:"4"}},[a("li",[t._v("Save the form using the "),a("strong",[t._v("Save")]),t._v(" button.")])]),t._v(" "),a("h2",{attrs:{id:"select-account-name"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#select-account-name"}},[t._v("#")]),t._v(" Select account name")]),t._v(" "),a("p",[t._v("When you select an account, you set the country in which the account is located and the account name.")]),t._v(" "),a("p",[a("strong",[t._v("Select country")]),a("br"),t._v("\nWhen selecting a country, you can enter a country abbreviation or select from a list of countries.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/chooseCountry.gif",alt:"Select country"}})]),t._v(" "),a("p",[a("strong",[t._v("Select account")]),a("br"),t._v("\nTo select an account, just type in the name and you'll see the search results.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/selectAccount.gif",alt:"Select account"}})]),t._v(" "),a("h2",{attrs:{id:"select-primary-contact"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#select-primary-contact"}},[t._v("#")]),t._v(" Select primary contact")]),t._v(" "),a("p",[t._v("On the form in the "),a("strong",[t._v("PRIMARY CONTACT")]),t._v(" section, set the main contact with whom you most often communicate within the company.")]),t._v(" "),a("p",[t._v("You can select an existing contact with "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/lookup/"}},[t._v("lookup control")]),t._v(" or create a new one via "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/"}},[t._v("forms")]),t._v(" or "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form"}},[t._v("quickcreate form")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/accountPrimaryContact.png",alt:"Primary contact"}})]),t._v(" "),a("h2",{attrs:{id:"set-seat-and-mail-address"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#set-seat-and-mail-address"}},[t._v("#")]),t._v(" Set seat and mail address")]),t._v(" "),a("p",[t._v("Seat and mail address is automatically filled in after "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#select-account-name"}},[t._v("selecting the account name")]),t._v(". Addresses can be edited or added as shown on this "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#set-contact-address"}},[t._v("page")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/seatAddress.png",alt:"Seat Address"}})]),t._v(" "),a("h2",{attrs:{id:"history-and-activities"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#history-and-activities"}},[t._v("#")]),t._v(" History and activities")]),t._v(" "),a("p",[t._v("In the "),a("strong",[t._v("History and Activities")]),t._v(" tab you will find the timeline. The "),a("strong",[t._v("timeline")]),t._v(" is used to store "),a("strong",[t._v("activities")]),t._v(" linked to a record. This functionality is available only after saving a new account. More information "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[t._v("here")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/accountTimeline.png",alt:"History and activities"}})]),t._v(" "),a("h2",{attrs:{id:"contacts-associated-with-account"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#contacts-associated-with-account"}},[t._v("#")]),t._v(" Contacts associated with account")]),t._v(" "),a("p",[t._v("In the "),a("strong",[t._v("Contact")]),t._v(" tab you can find all contacts that are assigned to the account. You can add new or delete old contacts. In the Contact tab you can find all contacts that are assigned to the account. You can add new or delete old contacts. This functionality is available only after saving a new account. If you don't know how to use the buttons at subgrid, see "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/subgrid/"}},[t._v("Subgrid")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/accountContacts.png",alt:"Contact associated with account"}})]),t._v(" "),a("h2",{attrs:{id:"economic-classification"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#economic-classification"}},[t._v("#")]),t._v(" Economic classification")]),t._v(" "),a("p",[t._v("Economic classification classifies companies, organizations and traders into industrial groupings based on similar production processes, similar products, or similar behavior in financial markets.")]),t._v(" "),a("p",[t._v("You can select from existing economic classifications or create a new economic classification.")]),t._v(" "),a("p",[a("strong",[t._v("Create a new economic classification")])]),t._v(" "),a("ol",[a("li",[t._v("In the subgrid, press "),a("strong",[t._v("Add Existing Classification")]),t._v(".")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/economicClass.png",alt:"Create a new economic classification"}})]),t._v(" "),a("ol",{attrs:{start:"2"}},[a("li",[a("p",[t._v("In the quick create form, select the "),a("strong",[t._v("New record")]),t._v(" and then select the "),a("strong",[t._v("Classification of Economic Activities")]),t._v(" type.")])]),t._v(" "),a("li",[a("p",[t._v("You will be notified that you are leaving the form. Press "),a("strong",[t._v("OK")]),t._v(" and then enter the name of the classification in the form.")])])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/classificationForm.png",alt:"Create a new economic classification"}})]),t._v(" "),a("ol",{attrs:{start:"4"}},[a("li",[a("p",[t._v("Press "),a("strong",[t._v("Save & Close")]),t._v(" in command bar.\nYou will be redirected back to the account form and now when you press the "),a("strong",[t._v("Add Existing Classification")]),t._v(" button, you will see the classifications you have created in the list.")])]),t._v(" "),a("li",[a("p",[t._v("Select a classification and add it to the account.")])])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/addClass.png",alt:"Create a new economic classification"}})]),t._v(" "),a("h2",{attrs:{id:"deactivate-account"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#deactivate-account"}},[t._v("#")]),t._v(" Deactivate account")]),t._v(" "),a("p",[t._v("You deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.")]),t._v(" "),a("p",[t._v("When a deactivated contact becomes inactive, it cannot be edited. However, it can still be used to establish new relationships with other records. All relationships created with the deactivated item are still available.")]),t._v(" "),a("ol",[a("li",[t._v("To deactivate an account, press the "),a("strong",[t._v("Deactivate")]),t._v(" button and confirm it in the dialog.")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/deactivateAccount.png",alt:"Create a new economic classification"}})])])}),[],!1,null,null,null);e.default=i.exports}}]);
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If you use accounts, you'll usually also set up at least one contact for each of them, these contacts usually represent employees at the company.")]),t._v(" "),a("h2",{attrs:{id:"list-of-all-accounts"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#list-of-all-accounts"}},[t._v("#")]),t._v(" List of all accounts")]),t._v(" "),a("p",[t._v("You can view all created accounts in the application. To view them, just go to the "),a("strong",[t._v("Organizations")]),t._v(" group and you will see a view with accounts. In addition, the "),a("strong",[t._v("Organizations")]),t._v(" group is divided into customers, partners, suppliers for a better overview. If you don't know what views are, take a look at this page: "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/views/"}},[t._v("View records")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/accountsView.png",alt:"Accounts view"}})]),t._v(" "),a("h2",{attrs:{id:"create-a-new-account"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#create-a-new-account"}},[t._v("#")]),t._v(" Create a new account")]),t._v(" "),a("p",[t._v("A new account will be created using the form. If you don't know what forms are, check out this page: "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/"}},[t._v("Forms")]),t._v(".")],1),t._v(" "),a("p",[t._v("Let's create a new account:")]),t._v(" "),a("ol",[a("li",[t._v("Go to "),a("strong",[t._v("Accounts")]),t._v(" and select "),a("strong",[t._v("New")]),t._v(" in the command bar.")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/accountNewButton.png",alt:"Open account form"}})]),t._v(" "),a("ol",{attrs:{start:"2"}},[a("li",[t._v("The Account form opens.")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/accountForm.png",alt:"Account form"}})]),t._v(" "),a("ol",{attrs:{start:"3"}},[a("li",[t._v("Fill in the form.")])]),t._v(" "),a("p",[t._v("There are many fields in the form that can be filled out. Not all fields and tabs are available immediately after opening the form, but only after saving the form.")]),t._v(" "),a("p",[t._v("The form header contains the "),a("strong",[t._v("owner")]),t._v(" of the account, "),a("strong",[t._v("annual revenue")]),t._v(" and the "),a("strong",[t._v("number of employees")]),t._v(" within the account.")]),t._v(" "),a("p",[t._v("The fields described in the tables below are divided by section.")]),t._v(" "),a("p",[a("strong",[t._v("Account information")])]),t._v(" "),a("table",[a("thead",[a("tr",[a("th",{staticStyle:{"text-align":"left"}},[t._v("Field")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Description")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Example")])])]),t._v(" "),a("tbody",[a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Internal ID")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Automatically generated id after saving the account.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("ORG00001")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Account Name")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("The account name can be found by selecting the country and entering the name. This field is "),a("strong",[t._v("required")]),t._v(". "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#select-account-name"}},[t._v("How to select account name")])],1),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Parent Account")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Parent account associated with account. You can select an existing company with "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/lookup/"}},[t._v("lookup control")]),t._v(" or create a new one via forms or "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form/"}},[t._v("quickcreate form")]),t._v(".")],1),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Relationship Type")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Type of relationship with the organization. This field is "),a("strong",[t._v("required")]),t._v(" and you must select at least one relationship type.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Customer/Partner/Supplier/Prospect/Indirect Cutomer/Other")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Rating")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Subjective rating of the account. More green stars means a higher rating.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/rating.png",alt:"Rating"}})])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Email")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Account(company) email.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("hello@networg.com")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Main Phone")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Company phone number.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Description")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Brief description of the company.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("A company with good manners and the ability to repay.")])])])]),t._v(" "),a("p",[a("strong",[t._v("Government information")])]),t._v(" "),a("table",[a("thead",[a("tr",[a("th",{staticStyle:{"text-align":"left"}},[t._v("Field")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Description")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Example")])])]),t._v(" "),a("tbody",[a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("National Identification Number")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("National identification number of account. This field is filled in automatically when account name is selected.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("34114050")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Tax Identification Number")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("A Tax Identification Number (TIN) is a nine-digit number used as a tracking number.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("VAT Registration Status")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("VAT Registration Status tells us whether the account is a reliable payer or an unreliable payer.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Reliable payer/Unreliable payer/Not found")])])])]),t._v(" "),a("p",[a("strong",[t._v("Selecting the country and entering the name")])]),t._v(" "),a("ol",{attrs:{start:"4"}},[a("li",[t._v("Save the form using the "),a("strong",[t._v("Save")]),t._v(" button.")])]),t._v(" "),a("h2",{attrs:{id:"select-account-name"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#select-account-name"}},[t._v("#")]),t._v(" Select account name")]),t._v(" "),a("p",[t._v("When you select an account, you set the country in which the account is located and the account name.")]),t._v(" "),a("p",[a("strong",[t._v("Select country")]),a("br"),t._v("\nWhen selecting a country, you can enter a country abbreviation or select from a list of countries.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/chooseCountry.gif",alt:"Select country"}})]),t._v(" "),a("p",[a("strong",[t._v("Select account")]),a("br"),t._v("\nTo select an account, just type in the name and you'll see the search results.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/selectAccount.gif",alt:"Select account"}})]),t._v(" "),a("h2",{attrs:{id:"select-primary-contact"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#select-primary-contact"}},[t._v("#")]),t._v(" Select primary contact")]),t._v(" "),a("p",[t._v("On the form in the "),a("strong",[t._v("PRIMARY CONTACT")]),t._v(" section, set the main contact with whom you most often communicate within the company.")]),t._v(" "),a("p",[t._v("You can select an existing contact with "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/lookup/"}},[t._v("lookup control")]),t._v(" or create a new one via "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/"}},[t._v("forms")]),t._v(" or "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form"}},[t._v("quickcreate form")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/accountPrimaryContact.png",alt:"Primary contact"}})]),t._v(" "),a("h2",{attrs:{id:"set-seat-and-mail-address"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#set-seat-and-mail-address"}},[t._v("#")]),t._v(" Set seat and mail address")]),t._v(" "),a("p",[t._v("Seat and mail address is automatically filled in after "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#select-account-name"}},[t._v("selecting the account name")]),t._v(". Addresses can be edited or added as shown on this "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#set-contact-address"}},[t._v("page")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/seatAddress.png",alt:"Seat Address"}})]),t._v(" "),a("h2",{attrs:{id:"history-and-activities"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#history-and-activities"}},[t._v("#")]),t._v(" History and activities")]),t._v(" "),a("p",[t._v("In the "),a("strong",[t._v("History and Activities")]),t._v(" tab you will find the timeline. The "),a("strong",[t._v("timeline")]),t._v(" is used to store "),a("strong",[t._v("activities")]),t._v(" linked to a record. This functionality is available only after saving a new account. More information "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[t._v("here")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/accountTimeline.png",alt:"History and activities"}})]),t._v(" "),a("h2",{attrs:{id:"contacts-associated-with-account"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#contacts-associated-with-account"}},[t._v("#")]),t._v(" Contacts associated with account")]),t._v(" "),a("p",[t._v("In the "),a("strong",[t._v("Contact")]),t._v(" tab you can find all contacts that are assigned to the account. You can add new or delete old contacts. In the Contact tab you can find all contacts that are assigned to the account. You can add new or delete old contacts. This functionality is available only after saving a new account. If you don't know how to use the buttons at subgrid, see "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/subgrid/"}},[t._v("Subgrid")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/accountContacts.png",alt:"Contact associated with account"}})]),t._v(" "),a("h2",{attrs:{id:"economic-classification"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#economic-classification"}},[t._v("#")]),t._v(" Economic classification")]),t._v(" "),a("p",[t._v("Economic classification classifies companies, organizations and traders into industrial groupings based on similar production processes, similar products, or similar behavior in financial markets.")]),t._v(" "),a("p",[t._v("You can select from existing economic classifications or create a new economic classification.")]),t._v(" "),a("p",[a("strong",[t._v("Create a new economic classification")])]),t._v(" "),a("ol",[a("li",[t._v("In the subgrid, press "),a("strong",[t._v("Add Existing Classification")]),t._v(".")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/economicClass.png",alt:"Create a new economic classification"}})]),t._v(" "),a("ol",{attrs:{start:"2"}},[a("li",[a("p",[t._v("In the quick create form, select the "),a("strong",[t._v("New record")]),t._v(" and then select the "),a("strong",[t._v("Classification of Economic Activities")]),t._v(" type.")])]),t._v(" "),a("li",[a("p",[t._v("You will be notified that you are leaving the form. Press "),a("strong",[t._v("OK")]),t._v(" and then enter the name of the classification in the form.")])])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/classificationForm.png",alt:"Create a new economic classification"}})]),t._v(" "),a("ol",{attrs:{start:"4"}},[a("li",[a("p",[t._v("Press "),a("strong",[t._v("Save & Close")]),t._v(" in command bar.\nYou will be redirected back to the account form and now when you press the "),a("strong",[t._v("Add Existing Classification")]),t._v(" button, you will see the classifications you have created in the list.")])]),t._v(" "),a("li",[a("p",[t._v("Select a classification and add it to the account.")])])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/addClass.png",alt:"Create a new economic classification"}})]),t._v(" "),a("h2",{attrs:{id:"deactivate-account"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#deactivate-account"}},[t._v("#")]),t._v(" Deactivate account")]),t._v(" "),a("p",[t._v("You deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.")]),t._v(" "),a("p",[t._v("When a deactivated contact becomes inactive, it cannot be edited. However, it can still be used to establish new relationships with other records. All relationships created with the deactivated item are still available.")]),t._v(" "),a("ol",[a("li",[t._v("To deactivate an account, press the "),a("strong",[t._v("Deactivate")]),t._v(" button and confirm it in the dialog.")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/deactivateAccount.png",alt:"Create a new economic classification"}})])])}),[],!1,null,null,null);e.default=i.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.aa3d433d.js b/assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.3be54a8a.js
similarity index 99%
rename from assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.aa3d433d.js
rename to assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.3be54a8a.js
index ebe457c6d..b5d85ac25 100644
--- a/assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.aa3d433d.js
+++ b/assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.3be54a8a.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[169],{634:function(t,e,a){"use strict";a.r(e);var s=a(1),n=Object(s.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"use-contacts-to-manage-customer-people"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#use-contacts-to-manage-customer-people"}},[t._v("#")]),t._v(" Use contacts to manage customer people")]),t._v(" "),a("h2",{attrs:{id:"who-is-the-contact"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#who-is-the-contact"}},[t._v("#")]),t._v(" Who is the contact?")]),t._v(" "),a("p",[t._v("Most of your contacts will represent customers or potential customers, but you might also include partners or suppliers among your contacts, especially for events where you'll also typically include speakers, vendors, and sponsors in your contacts database.")]),t._v(" "),a("h2",{attrs:{id:"list-of-all-contacts"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#list-of-all-contacts"}},[t._v("#")]),t._v(" List of all contacts")]),t._v(" "),a("p",[t._v("You can view all created contacts in the application. To view them, just go to the "),a("strong",[t._v("Contacts")]),t._v(" group and you will see a view with contacts. If you don't know what views are, take a look at this page: "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/views/"}},[t._v("View records")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/contactsView.png",alt:"Contact view"}})]),t._v(" "),a("h2",{attrs:{id:"create-a-new-contact"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#create-a-new-contact"}},[t._v("#")]),t._v(" Create a new contact")]),t._v(" "),a("p",[t._v("A new contact will be created using the form. If you don't know what forms are, check out this page: "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/"}},[t._v("Forms")]),t._v(".")],1),t._v(" "),a("p",[t._v("Let's create a new contact:")]),t._v(" "),a("ol",[a("li",[t._v("Go to "),a("strong",[t._v("Contacts")]),t._v(" and select "),a("strong",[t._v("New")]),t._v(" in the command bar.")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/contactsCreateNew.png",alt:"Create new contact"}})]),t._v(" "),a("ol",{attrs:{start:"2"}},[a("li",[t._v("The Contact form opens.")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/contactForm.png",alt:"Contact form"}})]),t._v(" "),a("ol",{attrs:{start:"3"}},[a("li",[t._v("Fill in the form.")])]),t._v(" "),a("p",[t._v("There are many fields in the form that can be filled out. Not all fields and tabs are available immediately after opening the form, but only after saving the form.")]),t._v(" "),a("p",[t._v("In the header of the form is the "),a("strong",[t._v("Owner")]),t._v(" of the contact and the "),a("strong",[t._v("Status")]),t._v(" of the contact, whether the contact is "),a("strong",[t._v("Active")]),t._v(" or "),a("strong",[t._v("Inactive")]),t._v(".")]),t._v(" "),a("p",[t._v("The fields described in the tables below are divided by section.")]),t._v(" "),a("p",[a("strong",[t._v("Contact information")])]),t._v(" "),a("table",[a("thead",[a("tr",[a("th",{staticStyle:{"text-align":"left"}},[t._v("Field")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Description")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Example")])])]),t._v(" "),a("tbody",[a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Gender")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Gender of contact.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Male or Female")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Salutation")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Greeting expression for contact.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Mr./Mrs./Ms./Professor etc.")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Title")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Word that is used before someone's name, stating their social rank.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Ing./Mgr./BC. etc.")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("First Name")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Personal name given to someone at birth.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("John/Eric/Giannis")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Last Name")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Contact last name. This field is "),a("strong",[t._v("required")]),t._v(".")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Doe/Gagarin/Cartman")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Suffix")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Textual suffix that may be added to the end of a person's name.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("OBE/MBE/BSC/JP etc.")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Rating")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Subjective rating of the contact. More green stars means a higher rating")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/rating.png",alt:"Rating"}})])])])]),t._v(" "),a("p",[a("strong",[t._v("Account information")])]),t._v(" "),a("table",[a("thead",[a("tr",[a("th",{staticStyle:{"text-align":"left"}},[t._v("Field")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Description")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Example")])])]),t._v(" "),a("tbody",[a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Company Name")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("The name of the company (account) for which the contact works. You can select an existing company with "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/lookup/"}},[t._v("lookup control")]),t._v("  or create a new one via "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#create-a-new-account"}},[t._v("forms")]),t._v(" or "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form"}},[t._v("quickcreate form")]),t._v(".")],1),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Job Title")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("A title that describes someone's job or position.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("accountant/programmer/social media specialist etc.")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Department")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("A part of an organization.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("business/school/government etc.")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("C-level")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("C-level, also called the C-suite, is a term used to describe high-ranking executive titles in an organization.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("from C-0 to C-6")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Superior")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Superior person associated with the contact. You can select an existing contact or create a new one.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})])])]),t._v(" "),a("p",[a("strong",[t._v("Method of contact")])]),t._v(" "),a("table",[a("thead",[a("tr",[a("th",{staticStyle:{"text-align":"left"}},[t._v("Field")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Description")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Example")])])]),t._v(" "),a("tbody",[a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Preferred Method of Contact")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Preferred method of communication with the contact.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Any/Email/Fax/Phone/Mail")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Business Email")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Business email address is simply an email used specifically for your organization.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("eric.cartmen@organization_name.com")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Personal Email")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Personal contact email.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("eric.cartman@gmail.com")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Mobile Phone")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Personal phone number")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Company Phone")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Company phone number.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}})])])]),t._v(" "),a("ol",{attrs:{start:"4"}},[a("li",[t._v("Save the form using the "),a("strong",[t._v("Save")]),t._v(" button.")])]),t._v(" "),a("h2",{attrs:{id:"set-contact-address"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#set-contact-address"}},[t._v("#")]),t._v(" Set contact address")]),t._v(" "),a("p",[t._v("In the "),a("strong",[t._v("ADDRESS")]),t._v(" section, you can set the contact's address. The address can be set by pressing the "),a("strong",[t._v("+")]),t._v(" button. This functionality is only available after saving a new contact.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/addressSection.png",alt:"Address section"}})]),t._v(" "),a("p",[t._v("Pressing the + button opens a quick-create form where you can enter an address by entering it and then select your exact location by selecting it on the map on the "),a("strong",[t._v("Map")]),t._v(" tab.")]),t._v(" "),a("p",[a("strong",[t._v("Set address by typing")]),a("br"),t._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/setAddressByTyping.png",alt:"Set address by typing"}})]),t._v(" "),a("p",[a("strong",[t._v("Select your exact location by selecting it on the map")]),a("br"),t._v("\nWith the "),a("strong",[t._v("scroll wheel")]),t._v(" you zoom in and out on the map."),a("br"),t._v("\nHold the left button to move around the map."),a("br"),t._v(" "),a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/setAddressMap.gif",alt:"Set the address by selecting on the map"}})]),t._v(" "),a("p",[t._v("You can also select the "),a("strong",[t._v("type of address")]),t._v(" or write "),a("strong",[t._v("delivery instructions")]),t._v(" for the address.")]),t._v(" "),a("p",[t._v("After saving and returning to the form, the full address will be displayed in the section. 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More information "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[t._v("here")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/contactTimeline.png",alt:"Contact timeline"}})]),t._v(" "),a("h2",{attrs:{id:"consents"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#consents"}},[t._v("#")]),t._v(" Consents")]),t._v(" "),a("p",[t._v("On the "),a("strong",[t._v("Consents")]),t._v(" tab, you can see the consents granted to you, for example, for sending offers or newsletters and the validity dates of the given consents or the preferred or permitted methods of contacting you.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/consents.png",alt:"Consents"}})]),t._v(" "),a("h2",{attrs:{id:"deactivate-contact"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#deactivate-contact"}},[t._v("#")]),t._v(" Deactivate contact")]),t._v(" "),a("p",[t._v("You deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.")]),t._v(" "),a("p",[t._v("When a deactivated contact becomes inactive, it cannot be edited. However, it can still be used to establish new relationships with other records. All relationships created with the deactivated item are still available.")]),t._v(" "),a("ol",[a("li",[t._v("To deactivate a contact, press the "),a("strong",[t._v("Deactivate")]),t._v(" button and confirm it in the dialog.")])]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/deactivateContact.png",alt:"Deactivate contact"}})])])}),[],!1,null,null,null);e.default=n.exports}}]);
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+(window.webpackJsonp=window.webpackJsonp||[]).push([[169],{636:function(t,e,a){"use strict";a.r(e);var s=a(1),n=Object(s.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"use-contacts-to-manage-customer-people"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#use-contacts-to-manage-customer-people"}},[t._v("#")]),t._v(" Use contacts to manage customer people")]),t._v(" "),a("h2",{attrs:{id:"who-is-the-contact"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#who-is-the-contact"}},[t._v("#")]),t._v(" Who is the contact?")]),t._v(" "),a("p",[t._v("Most of your contacts will represent customers or potential customers, but you might also include partners or suppliers among your contacts, especially for events where you'll also typically include speakers, vendors, and sponsors in your contacts database.")]),t._v(" "),a("h2",{attrs:{id:"list-of-all-contacts"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#list-of-all-contacts"}},[t._v("#")]),t._v(" List of all contacts")]),t._v(" "),a("p",[t._v("You can view all created contacts in the application. 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This field is "),a("strong",[t._v("required")]),t._v(".")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Doe/Gagarin/Cartman")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Suffix")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Textual suffix that may be added to the end of a person's name.")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("OBE/MBE/BSC/JP etc.")])]),t._v(" "),a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Rating")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("Subjective rating of the contact. More green stars means a higher rating")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/rating.png",alt:"Rating"}})])])])]),t._v(" "),a("p",[a("strong",[t._v("Account information")])]),t._v(" "),a("table",[a("thead",[a("tr",[a("th",{staticStyle:{"text-align":"left"}},[t._v("Field")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Description")]),t._v(" "),a("th",{staticStyle:{"text-align":"left"}},[t._v("Example")])])]),t._v(" "),a("tbody",[a("tr",[a("td",{staticStyle:{"text-align":"left"}},[t._v("Company Name")]),t._v(" "),a("td",{staticStyle:{"text-align":"left"}},[t._v("The name of the company (account) for which the contact works. 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The "),a("strong",[t._v("timeline")]),t._v(" is used to store "),a("strong",[t._v("activities")]),t._v(" linked to a record. More information "),a("RouterLink",{attrs:{to:"/en/user-guide/model-driven-apps/basic-app-elements/timeline/"}},[t._v("here")]),t._v(".")],1),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/contactTimeline.png",alt:"Contact timeline"}})]),t._v(" "),a("h2",{attrs:{id:"consents"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#consents"}},[t._v("#")]),t._v(" Consents")]),t._v(" "),a("p",[t._v("On the "),a("strong",[t._v("Consents")]),t._v(" tab, you can see the consents granted to you, for example, for sending offers or newsletters and the validity dates of the given consents or the preferred or permitted methods of contacting you.")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/consents.png",alt:"Consents"}})]),t._v(" "),a("h2",{attrs:{id:"deactivate-contact"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#deactivate-contact"}},[t._v("#")]),t._v(" Deactivate contact")]),t._v(" "),a("p",[t._v("You deactivate an account or contact rather than deleting it. 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diff --git a/assets/js/page-Userguide--4626294a.0ed167e2.js b/assets/js/page-Userguide--4626294a.f485f984.js
similarity index 99%
rename from assets/js/page-Userguide--4626294a.0ed167e2.js
rename to assets/js/page-Userguide--4626294a.f485f984.js
index 4171e0549..26dc0e283 100644
--- a/assets/js/page-Userguide--4626294a.0ed167e2.js
+++ b/assets/js/page-Userguide--4626294a.f485f984.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[170],{616:function(e,s,t){"use strict";t.r(s);var r=t(1),n=Object(r.a)({},(function(){var e=this,s=e.$createElement,t=e._self._c||s;return t("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[t("h1",{attrs:{id:"user-guide"}},[t("a",{staticClass:"header-anchor",attrs:{href:"#user-guide"}},[e._v("#")]),e._v(" User guide")]),e._v(" "),t("p",[t("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/logo_with_borders.png",alt:"TALXIS logo"}})]),e._v(" "),t("p",[e._v("Welcome to the "),t("strong",[e._v("TALXIS user guide")]),e._v("! 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diff --git a/assets/js/page-Views--0a762244.b6ae8e75.js b/assets/js/page-Views--0a762244.90db2b7d.js
similarity index 99%
rename from assets/js/page-Views--0a762244.b6ae8e75.js
rename to assets/js/page-Views--0a762244.90db2b7d.js
index 021990d79..2a09ca338 100644
--- a/assets/js/page-Views--0a762244.b6ae8e75.js
+++ b/assets/js/page-Views--0a762244.90db2b7d.js
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We want these accounts to be from Prague or Brno.')]),e._v(" "),o("p",[o("strong",[o("em",[e._v("Solution")]),e._v(":")])]),e._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/advancedFilter.png",alt:"Clear filter"}})]),e._v(" "),o("p",[o("strong",[e._v("7) Search the list")]),o("br"),e._v("\nEnter text in the search field above the list to show only those records that contain your text.")]),e._v(" "),o("p",[o("strong",[e._v("8) Paging and filtering")]),o("br"),e._v("\nIf the list contains more records than can be shown on one page, use the paging arrows at the bottom of the list to move forward and backward through the pages. Select a letter to show only those records whose names start with that letter.")]),e._v(" "),o("p",[o("em",[e._v("This feature does not apply to all views.")])]),e._v(" "),o("p",[o("strong",[e._v("9) Command bar")]),o("br"),e._v("\nUse the commands in the command bar to operate on records in the list and perform related actions. Some commands (such as "),o("em",[e._v("Delete")]),e._v(") require that you first select one or more target records by placing a check mark in the leftmost column, while others operate on the entire list. You can export the list to an Excel workbook (possibly based on a template), open charts and dashboards, and more, depending on the type of records you are working with.")]),e._v(" "),o("p",[o("strong",[e._v("Important commands (buttons)")]),o("br"),e._v("\nList of buttons that you will use on a daily basis:")]),e._v(" "),o("p",[o("strong",[e._v("New")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/newButton.png",alt:"Button New"}})]),e._v(" "),o("p",[e._v("After clicking on the New button, a form will open for you to create a new record of the given type. If we are in the Organizations group, a new account will be created.")]),e._v(" "),o("p",[o("strong",[e._v("Delete")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/deleteButton.png",alt:"Button Delete"}})]),e._v(" "),o("p",[e._v("To delete a record, it needs to have at least one selected. In some cases, the delete button is removed to prevent the record from being deleted. It is better to deactivate the record.")]),e._v(" "),o("p",[o("strong",[e._v("Edit")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/editButton.png",alt:"Button Edit"}})]),e._v(" "),o("p",[e._v("The button for editing will appear only after we select at least one record.")]),e._v(" "),o("p",[o("strong",[e._v("Activate/Deactivate")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/activateDeactivateButtons.png",alt:"Button Activate/Deactivate"}})]),e._v(" "),o("p",[e._v("If you want to activate / deactivate a record, select the record and click on the button. It is better to deactivate records than to delete them.")])])}),[],!1,null,null,null);t.default=r.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[171],{633:function(e,t,o){"use strict";o.r(t);var n=o(1),r=Object(n.a)({},(function(){var e=this,t=e.$createElement,o=e._self._c||t;return o("ContentSlotsDistributor",{attrs:{"slot-key":e.$parent.slotKey}},[o("h1",{attrs:{id:"views"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#views"}},[e._v("#")]),e._v(" Views")]),e._v(" "),o("p",[e._v("Usually, when you open an "),o("em",[e._v("entity")]),e._v(" (subarea of particular entity), you'll see the list view, which shows a list of records belonging to that entity, formatted as a table.")]),e._v(" "),o("p",[e._v("For example, if you open the "),o("strong",[e._v("All")]),e._v(" subarea in "),o("strong",[e._v("Organizations")]),e._v(" group that belongs to "),o("em",[e._v("Account")]),e._v(" entity, you'll see a list of individual accounts.")]),e._v(" "),o("h2",{attrs:{id:"view-layout"}},[o("a",{staticClass:"header-anchor",attrs:{href:"#view-layout"}},[e._v("#")]),e._v(" View layout")]),e._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/view.png",alt:"view map"}})]),e._v(" "),o("p",[e._v("Legend:")]),e._v(" "),o("ol",[o("li",[e._v("Select records")]),e._v(" "),o("li",[e._v("Open a record")]),e._v(" "),o("li",[e._v("Choose a system view")]),e._v(" "),o("li",[e._v("Sort the list")]),e._v(" "),o("li",[e._v("Filter the list")]),e._v(" "),o("li",[e._v("Advanced filter")]),e._v(" "),o("li",[e._v("Search the list")]),e._v(" "),o("li",[e._v("Paging and filtering")]),e._v(" "),o("li",[e._v("Command bar")])]),e._v(" "),o("hr"),e._v(" "),o("p",[o("strong",[e._v("1) Select records")]),o("br"),e._v("\nSelect one or more records by placing a check in this column. Depending on where you are working, you may be able to apply a single operation to all the selected records at once using buttons in the command bar.")]),e._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/selectRecords.png",alt:"view map"}})]),e._v(" "),o("p",[o("strong",[e._v("2) Open a record")]),o("br"),e._v("\nSelect any record in the list to open its record view, which shows all the details about the record. Usually you should select from the Name column to open a record from the current entity. Some entities provide links to records from related entities in other columns (such as a related contact).")]),e._v(" "),o("p",[o("strong",[e._v("3) Choose a system view")]),o("br"),e._v("\nA system view is predefined to show commonly used list views such as active contacts, tasks assigned to you, closed leads, and so on. The current system view is shown as a heading above the list. To change the system view, select the down arrow next to this heading and choose the view you want. To set a view as the default, select the pushpin icon next to the view in the open menu.")]),e._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/selectViews.png",alt:"Select view"}})]),e._v(" "),o("p",[o("strong",[e._v("4) Sort the list")]),o("br"),e._v("\nSelect a column heading to sort the list by values in that column. Select the heading again to sort in the opposite direction. An arrow in the column heading indicates which column is being sorted and in which direction.")]),e._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/sortView.png",alt:"Sort view"}})]),e._v(" "),o("p",[o("strong",[e._v("5) Filter the list")]),o("br"),e._v("\nSelect a column heading to filter the list by values in that column. The funnel icon shows to indicate which column is being filtered. You can filter list values by specific condition as you can see on picture below.")]),e._v(" "),o("p",[o("strong",[e._v("Filter conditions")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/filterConditions.png",alt:"Filter conditions"}})]),e._v(" "),o("p",[o("strong",[e._v("Funnel icon after using filter")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/funnelIcon.png",alt:"funnel after using filter"}})]),e._v(" "),o("p",[o("strong",[e._v("Clear filter")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/clearFilter.png",alt:"Clear filter"}})]),e._v(" "),o("p",[o("strong",[e._v("6) Advanced filter")]),o("br"),e._v("\nAll filters used within a given view can be displayed using the advanced filter button. Clicking the button opens a panel with the current filters, which you can freely modify, delete or add new filters.")]),e._v(" "),o("p",[e._v("In the advanced filter you can create groups of conditions, so if we have a lot of records we can enter specific parameters for the record that we are trying to find in the table of records.")]),e._v(" "),o("p",[o("strong",[o("em",[e._v("Example")]),e._v(":")]),e._v('\nWe want to find all records that have the word "invest" in the title and are active at the same time. We want these accounts to be from Prague or Brno.')]),e._v(" "),o("p",[o("strong",[o("em",[e._v("Solution")]),e._v(":")])]),e._v(" "),o("p",[o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/advancedFilter.png",alt:"Clear filter"}})]),e._v(" "),o("p",[o("strong",[e._v("7) Search the list")]),o("br"),e._v("\nEnter text in the search field above the list to show only those records that contain your text.")]),e._v(" "),o("p",[o("strong",[e._v("8) Paging and filtering")]),o("br"),e._v("\nIf the list contains more records than can be shown on one page, use the paging arrows at the bottom of the list to move forward and backward through the pages. Select a letter to show only those records whose names start with that letter.")]),e._v(" "),o("p",[o("em",[e._v("This feature does not apply to all views.")])]),e._v(" "),o("p",[o("strong",[e._v("9) Command bar")]),o("br"),e._v("\nUse the commands in the command bar to operate on records in the list and perform related actions. Some commands (such as "),o("em",[e._v("Delete")]),e._v(") require that you first select one or more target records by placing a check mark in the leftmost column, while others operate on the entire list. You can export the list to an Excel workbook (possibly based on a template), open charts and dashboards, and more, depending on the type of records you are working with.")]),e._v(" "),o("p",[o("strong",[e._v("Important commands (buttons)")]),o("br"),e._v("\nList of buttons that you will use on a daily basis:")]),e._v(" "),o("p",[o("strong",[e._v("New")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/newButton.png",alt:"Button New"}})]),e._v(" "),o("p",[e._v("After clicking on the New button, a form will open for you to create a new record of the given type. If we are in the Organizations group, a new account will be created.")]),e._v(" "),o("p",[o("strong",[e._v("Delete")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/deleteButton.png",alt:"Button Delete"}})]),e._v(" "),o("p",[e._v("To delete a record, it needs to have at least one selected. In some cases, the delete button is removed to prevent the record from being deleted. It is better to deactivate the record.")]),e._v(" "),o("p",[o("strong",[e._v("Edit")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/editButton.png",alt:"Button Edit"}})]),e._v(" "),o("p",[e._v("The button for editing will appear only after we select at least one record.")]),e._v(" "),o("p",[o("strong",[e._v("Activate/Deactivate")]),o("br"),e._v(" "),o("img",{attrs:{src:"/.attachments/ModelDrivenAppUserGuide/activateDeactivateButtons.png",alt:"Button Activate/Deactivate"}})]),e._v(" "),o("p",[e._v("If you want to activate / deactivate a record, select the record and click on the button. It is better to deactivate records than to delete them.")])])}),[],!1,null,null,null);t.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.5cee89f8.js b/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js
similarity index 98%
rename from assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.5cee89f8.js
rename to assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js
index 48288dbb8..70ef21fe0 100644
--- a/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.5cee89f8.js
+++ b/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js
@@ -1 +1 @@
-(window.webpackJsonp=window.webpackJsonp||[]).push([[173],{550:function(t,e,a){"use strict";a.r(e);var s=a(1),r=Object(s.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"wbs-work-breakdown-structure"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#wbs-work-breakdown-structure"}},[t._v("#")]),t._v(" WBS - Work Breakdown Structure")]),t._v(" "),a("h2",{attrs:{id:"visual-example"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[t._v("#")]),t._v(" Visual Example")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/wbsganttcontrol.png",alt:"Gantt Displayed On Form"}})]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/wbsviewcontrol.png",alt:"WBS View Displayed On Form"}})]),t._v(" "),a("h2",{attrs:{id:"description"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[t._v("#")]),t._v(" Description")]),t._v(" "),a("p",[t._v("This control is used to creating records of project task. There is a overview of all tasks related to project in callendar.")]),t._v(" "),a("h2",{attrs:{id:"binding-fields"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#binding-fields"}},[t._v("#")]),t._v(" Binding Fields")]),t._v(" "),a("p",[t._v("Control can be binded to any filed of type SingleLine.Text")]),t._v(" "),a("h2",{attrs:{id:"inputs"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[t._v("#")]),t._v(" Inputs")]),t._v(" "),a("ul",[a("li",[t._v("Mode - Specifies whether the fomr is binded to Project or Project Detail\n"),a("ul",[a("li",[t._v("Project")]),t._v(" "),a("li",[t._v("Project Detail")])])]),t._v(" "),a("li",[t._v("Object Id - Specifies the id of current Project/Project Detail")]),t._v(" "),a("li",[t._v("Object Name - Spcifies the name of current Project/ Project Detail")]),t._v(" "),a("li",[t._v("Gant Item Field Name - Name of field to be displayed in Gannt")])]),t._v(" "),a("h2",{attrs:{id:"display-mode"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#display-mode"}},[t._v("#")]),t._v(" Display Mode")]),t._v(" "),a("p",[t._v("You can switch between view and gantt mode by the button.")]),t._v(" "),a("h2",{attrs:{id:"time-display"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#time-display"}},[t._v("#")]),t._v(" Time Display")]),t._v(" "),a("p",[t._v("You can choose what are the time periods of displayed tasks. Options are:")]),t._v(" "),a("ul",[a("li",[t._v("Half-Days")]),t._v(" "),a("li",[t._v("Days")]),t._v(" "),a("li",[t._v("Weeks")]),t._v(" "),a("li",[t._v("Months")])]),t._v(" "),a("h2",{attrs:{id:"drag-and-drop-changing-start-end-date-of-project-tasks"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#drag-and-drop-changing-start-end-date-of-project-tasks"}},[t._v("#")]),t._v(" Drag and Drop - Changing start/end date of project tasks")]),t._v(" "),a("p",[t._v("It is possible to change start/end date of project task by drag and drop.")]),t._v(" "),a("p",[t._v("Snapping (where the item snaps) is set by Time Display:")]),t._v(" "),a("ul",[a("li",[t._v("Period = Half-Days or Days - Items snap to Half-Days")]),t._v(" "),a("li",[t._v("Period = Weeks - Items snap to Days")]),t._v(" "),a("li",[t._v("Period = Months - Items snap to Weeks")])])])}),[],!1,null,null,null);e.default=r.exports}}]);
\ No newline at end of file
+(window.webpackJsonp=window.webpackJsonp||[]).push([[173],{551:function(t,e,a){"use strict";a.r(e);var s=a(1),r=Object(s.a)({},(function(){var t=this,e=t.$createElement,a=t._self._c||e;return a("ContentSlotsDistributor",{attrs:{"slot-key":t.$parent.slotKey}},[a("h1",{attrs:{id:"wbs-work-breakdown-structure"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#wbs-work-breakdown-structure"}},[t._v("#")]),t._v(" WBS - Work Breakdown Structure")]),t._v(" "),a("h2",{attrs:{id:"visual-example"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#visual-example"}},[t._v("#")]),t._v(" Visual Example")]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/wbsganttcontrol.png",alt:"Gantt Displayed On Form"}})]),t._v(" "),a("p",[a("img",{attrs:{src:"/.attachments/applications/Controls/wbsviewcontrol.png",alt:"WBS View Displayed On Form"}})]),t._v(" "),a("h2",{attrs:{id:"description"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#description"}},[t._v("#")]),t._v(" Description")]),t._v(" "),a("p",[t._v("This control is used to creating records of project task. There is a overview of all tasks related to project in callendar.")]),t._v(" "),a("h2",{attrs:{id:"binding-fields"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#binding-fields"}},[t._v("#")]),t._v(" Binding Fields")]),t._v(" "),a("p",[t._v("Control can be binded to any filed of type SingleLine.Text")]),t._v(" "),a("h2",{attrs:{id:"inputs"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#inputs"}},[t._v("#")]),t._v(" Inputs")]),t._v(" "),a("ul",[a("li",[t._v("Mode - Specifies whether the fomr is binded to Project or Project Detail\n"),a("ul",[a("li",[t._v("Project")]),t._v(" "),a("li",[t._v("Project Detail")])])]),t._v(" "),a("li",[t._v("Object Id - Specifies the id of current Project/Project Detail")]),t._v(" "),a("li",[t._v("Object Name - Spcifies the name of current Project/ Project Detail")]),t._v(" "),a("li",[t._v("Gant Item Field Name - Name of field to be displayed in Gannt")])]),t._v(" "),a("h2",{attrs:{id:"display-mode"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#display-mode"}},[t._v("#")]),t._v(" Display Mode")]),t._v(" "),a("p",[t._v("You can switch between view and gantt mode by the button.")]),t._v(" "),a("h2",{attrs:{id:"time-display"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#time-display"}},[t._v("#")]),t._v(" Time Display")]),t._v(" "),a("p",[t._v("You can choose what are the time periods of displayed tasks. Options are:")]),t._v(" "),a("ul",[a("li",[t._v("Half-Days")]),t._v(" "),a("li",[t._v("Days")]),t._v(" "),a("li",[t._v("Weeks")]),t._v(" "),a("li",[t._v("Months")])]),t._v(" "),a("h2",{attrs:{id:"drag-and-drop-changing-start-end-date-of-project-tasks"}},[a("a",{staticClass:"header-anchor",attrs:{href:"#drag-and-drop-changing-start-end-date-of-project-tasks"}},[t._v("#")]),t._v(" Drag and Drop - Changing start/end date of project tasks")]),t._v(" "),a("p",[t._v("It is possible to change start/end date of project task by drag and drop.")]),t._v(" "),a("p",[t._v("Snapping (where the item snaps) is set by Time Display:")]),t._v(" "),a("ul",[a("li",[t._v("Period = Half-Days or Days - Items snap to Half-Days")]),t._v(" "),a("li",[t._v("Period = Weeks - Items snap to Days")]),t._v(" "),a("li",[t._v("Period = Months - Items snap to Weeks")])])])}),[],!1,null,null,null);e.default=r.exports}}]);
\ No newline at end of file
diff --git a/assets/js/page-WebResource--b12c16bc.1547523f.js b/assets/js/page-WebResource--b12c16bc.0e9a52c4.js
similarity index 99%
rename from assets/js/page-WebResource--b12c16bc.1547523f.js
rename to assets/js/page-WebResource--b12c16bc.0e9a52c4.js
index 4ace722df..fdb60ef64 100644
--- a/assets/js/page-WebResource--b12c16bc.1547523f.js
+++ b/assets/js/page-WebResource--b12c16bc.0e9a52c4.js
@@ -1 +1 @@
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diff --git a/assets/js/page-WordConnector--b0d39fbc.550590e4.js b/assets/js/page-WordConnector--b0d39fbc.8b848167.js
similarity index 98%
rename from assets/js/page-WordConnector--b0d39fbc.550590e4.js
rename to assets/js/page-WordConnector--b0d39fbc.8b848167.js
index 4760342ba..cd1b8b0d6 100644
--- a/assets/js/page-WordConnector--b0d39fbc.550590e4.js
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@@ -113,7 +113,7 @@
   fmt<span class="token punctuation">.</span><span class="token function">Println</span><span class="token punctuation">(</span>buff<span class="token punctuation">.</span><span class="token function">String</span><span class="token punctuation">(</span><span class="token punctuation">)</span><span class="token punctuation">)</span>
 <span class="token punctuation">}</span>
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br></div></div><div class="language- line-numbers-mode"><pre class="language-text"><code>Long, single-line code blocks should not wrap. They should horizontally scroll if they are too long. This line should be long enough to demonstrate this.
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p>Inline code inside table cells should still be distinguishable.</p> <table><thead><tr><th>Language</th> <th>Code</th></tr></thead> <tbody><tr><td>Javascript</td> <td><code>var foo = &quot;bar&quot;;</code></td></tr> <tr><td>Ruby</td> <td><code>foo = &quot;bar&quot;{</code></td></tr></tbody></table> <hr> <p>Small images should be shown at their actual size.</p> <p><img src="https://upload.wikimedia.org/wikipedia/commons/thumb/9/9e/Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg/240px-Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg" alt=""></p> <p>Large images should always scale down and fit in the content container.</p> <p><img src="https://upload.wikimedia.org/wikipedia/commons/thumb/9/9e/Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg/1024px-Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg" alt=""></p> <p><em>The photo above of the Spruce Picea abies shoot with foliage buds: Bjørn Erik Pedersen, CC-BY-SA.</em></p> <h2 id="components"><a href="#components" class="header-anchor">#</a> Components</h2> <h2 id="another-heading"><a href="#another-heading" class="header-anchor">#</a> Another Heading</h2> <p>Add some sections here to see how the ToC looks like. Bacon ipsum dolor sit amet t-bone doner shank drumstick, pork belly porchetta chuck sausage brisket ham hock rump pig. Chuck kielbasa leberkas, pork bresaola ham hock filet mignon cow shoulder short ribs biltong.</p> <h3 id="this-document"><a href="#this-document" class="header-anchor">#</a> This Document</h3> <p>Inguina genus: Anaphen post: lingua violente voce suae meus aetate diversi. Orbis unam nec flammaeque status deam Silenum erat et a ferrea. Excitus rigidum ait: vestro et Herculis convicia: nitidae deseruit coniuge Proteaque adiciam <em>eripitur</em>? Sitim noceat signa <em>probat quidem</em>. Sua longis <em>fugatis</em> quidem genae.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/cz/customizer-guide/integration/index.md" target="_blank" rel="noopener noreferrer">Upravit tuto stránku na GitHubu</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <!----> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
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+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p>Inline code inside table cells should still be distinguishable.</p> <table><thead><tr><th>Language</th> <th>Code</th></tr></thead> <tbody><tr><td>Javascript</td> <td><code>var foo = &quot;bar&quot;;</code></td></tr> <tr><td>Ruby</td> <td><code>foo = &quot;bar&quot;{</code></td></tr></tbody></table> <hr> <p>Small images should be shown at their actual size.</p> <p><img src="https://upload.wikimedia.org/wikipedia/commons/thumb/9/9e/Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg/240px-Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg" alt=""></p> <p>Large images should always scale down and fit in the content container.</p> <p><img src="https://upload.wikimedia.org/wikipedia/commons/thumb/9/9e/Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg/1024px-Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg" alt=""></p> <p><em>The photo above of the Spruce Picea abies shoot with foliage buds: Bjørn Erik Pedersen, CC-BY-SA.</em></p> <h2 id="components"><a href="#components" class="header-anchor">#</a> Components</h2> <h2 id="another-heading"><a href="#another-heading" class="header-anchor">#</a> Another Heading</h2> <p>Add some sections here to see how the ToC looks like. Bacon ipsum dolor sit amet t-bone doner shank drumstick, pork belly porchetta chuck sausage brisket ham hock rump pig. Chuck kielbasa leberkas, pork bresaola ham hock filet mignon cow shoulder short ribs biltong.</p> <h3 id="this-document"><a href="#this-document" class="header-anchor">#</a> This Document</h3> <p>Inguina genus: Anaphen post: lingua violente voce suae meus aetate diversi. Orbis unam nec flammaeque status deam Silenum erat et a ferrea. Excitus rigidum ait: vestro et Herculis convicia: nitidae deseruit coniuge Proteaque adiciam <em>eripitur</em>? Sitim noceat signa <em>probat quidem</em>. Sua longis <em>fugatis</em> quidem genae.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/cz/customizer-guide/integration/index.md" target="_blank" rel="noopener noreferrer">Upravit tuto stránku na GitHubu</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <!----> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
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         Synchronizace kalendáře
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Synchronizace kalendáře
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#synchronizace-soukromych-udalosti" class="anchor-link"><div>Synchronizace soukromých událostí</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/calendar/#_1-synchronizovat-jako-standardni-udalosti" class="anchor-link"><div>1. Synchronizovat jako standardní události</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/calendar/#_2-synchronizovat-jako-time-blocker" class="anchor-link"><div>2. Synchronizovat jako time blocker</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/calendar/#_3-nesynchronizovat" class="anchor-link"><div>3.	Nesynchronizovat</div></a></li></ul></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#synchronizace-hotovych-udalosti" class="anchor-link"><div>Synchronizace hotových událostí</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#posilani-pozvanek" class="anchor-link"><div>Posílání pozvánek</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#rozlisovani-schuzek-a-udalosti" class="anchor-link"><div>Rozlišování schůzek a událostí</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#propisovani-outlookovych-udalosti-na-ktere-jsem-pozvany" class="anchor-link"><div>Propisování Outlookových událostí, na které jsem pozvaný</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#integrace-zatim-nepodporuje" class="anchor-link"><div>Integrace zatím nepodporuje:</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="synchronizace-kalendare"><a href="#synchronizace-kalendare" class="header-anchor">#</a> Synchronizace kalendáře</h1> <p>Díky synchronizaci kalendářů se Vám budou události automaticky přenášet z Raynetu do Outlooku i naopak. Uzpůsobte integraci Vašim potřebám s možnostmi sychronizace soukromých a hotových událostí a přečtěte si více o tom, jak služba funguje.</p> <h2 id="synchronizace-soukromych-udalosti"><a href="#synchronizace-soukromych-udalosti" class="header-anchor">#</a> Synchronizace soukromých událostí</h2> <p>Outlook Vám nabízí možnost vytváření soukromých událostí (označených symbolem zámku). Do Raynetu je můžeme přenášet třemi způsoby:</p> <h3 id="_1-synchronizovat-jako-standardni-udalosti"><a href="#_1-synchronizovat-jako-standardni-udalosti" class="header-anchor">#</a> 1. Synchronizovat jako standardní události</h3> <ul><li>Soukromé události z Outlooku se budou propisovat stejně jako všechny ostatní události.</li> <li>Synchronizuje se název, čas, účastníci a popis.</li></ul> <h3 id="_2-synchronizovat-jako-time-blocker"><a href="#_2-synchronizovat-jako-time-blocker" class="header-anchor">#</a> 2. Synchronizovat jako time blocker</h3> <ul><li>Dejte Vašim kolegům v Raynetu vědět, že nemáte čas, ale další podrobnosti s nimi už nesdílejte.</li> <li>V této možnosti se název události přepíše na Time blocker, synchronizuje se pouze čas.</li></ul> <h3 id="_3-nesynchronizovat"><a href="#_3-nesynchronizovat" class="header-anchor">#</a> 3.	Nesynchronizovat</h3> <ul><li>Soukromé události z Outlooku se v Raynetu nebudou zobrazovat.</li></ul> <h2 id="synchronizace-hotovych-udalosti"><a href="#synchronizace-hotovych-udalosti" class="header-anchor">#</a> Synchronizace hotových událostí</h2> <p>Vyberte, zda chcete synchronizovat hotové události směrem z Raynetu do Outlooku. Jakmile událost v Raynetu označite jako hotovou, další změny se již do Outlooku nebudou přenášet. Tato funkcionalita je využívaná především v případech, kdy často upravujete schůzky zpětně nebo z nich děláte zápisky.</p> <h2 id="posilani-pozvanek"><a href="#posilani-pozvanek" class="header-anchor">#</a> Posílání pozvánek</h2> <p>Posílání pozvánek účastníkům událostí je defaultní funkcionalitou Outlooku. Díky tomu se při synchronizaci Vašemu zákazníkovi odešle pozvánka, i když založíte událost vázanou na klienta v Raynetu.</p> <h2 id="rozlisovani-schuzek-a-udalosti"><a href="#rozlisovani-schuzek-a-udalosti" class="header-anchor">#</a> Rozlišování schůzek a událostí</h2> <p>Outlook na rozdíl od Raynetu nerozlišuje mezi schůzkou a událostí. Při synchronizaci směrem z Outlooku Raynetu se tedy vše propisuje jako událost, jelikož integrace nemá možnost získat informaci o jejím typu.</p> <h2 id="propisovani-outlookovych-udalosti-na-ktere-jsem-pozvany"><a href="#propisovani-outlookovych-udalosti-na-ktere-jsem-pozvany" class="header-anchor">#</a> Propisování Outlookových událostí, na které jsem pozvaný</h2> <p>V Raynetu je vyžadováno, aby všechny události měly svého vlastníka. Z toho důvodu se bohužel událost, na níž jste byli pozváni uživatelem mimo Vaši organizaci či uživatelem Vaší organizace, který nemá v Raynetu účet, do Raynet kalendáře nepropíše.</p> <h2 id="integrace-zatim-nepodporuje"><a href="#integrace-zatim-nepodporuje" class="header-anchor">#</a> Integrace zatím nepodporuje:</h2> <p>Následující funkcionality bohužel zatím TALXIS integrace neovládá, v budoucnu se jich ovšem dočkáte:</p> <ul><li><p>Mazání událostí z Outlooku propisující se do Raynetu</p></li> <li><p>Opakované události z Outlooku</p></li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/cz/customizer-guide/integration/raynet/calendar/index.md" target="_blank" rel="noopener noreferrer">Upravit tuto stránku na GitHubu</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/cz/customizer-guide/integration/raynet/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#synchronizace-soukromych-udalosti" class="anchor-link"><div>Synchronizace soukromých událostí</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/calendar/#_1-synchronizovat-jako-standardni-udalosti" class="anchor-link"><div>1. Synchronizovat jako standardní události</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/calendar/#_2-synchronizovat-jako-time-blocker" class="anchor-link"><div>2. Synchronizovat jako time blocker</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/calendar/#_3-nesynchronizovat" class="anchor-link"><div>3.	Nesynchronizovat</div></a></li></ul></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#synchronizace-hotovych-udalosti" class="anchor-link"><div>Synchronizace hotových událostí</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#posilani-pozvanek" class="anchor-link"><div>Posílání pozvánek</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#rozlisovani-schuzek-a-udalosti" class="anchor-link"><div>Rozlišování schůzek a událostí</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#propisovani-outlookovych-udalosti-na-ktere-jsem-pozvany" class="anchor-link"><div>Propisování Outlookových událostí, na které jsem pozvaný</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/calendar/#integrace-zatim-nepodporuje" class="anchor-link"><div>Integrace zatím nepodporuje:</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="synchronizace-kalendare"><a href="#synchronizace-kalendare" class="header-anchor">#</a> Synchronizace kalendáře</h1> <p>Díky synchronizaci kalendářů se Vám budou události automaticky přenášet z Raynetu do Outlooku i naopak. Uzpůsobte integraci Vašim potřebám s možnostmi sychronizace soukromých a hotových událostí a přečtěte si více o tom, jak služba funguje.</p> <h2 id="synchronizace-soukromych-udalosti"><a href="#synchronizace-soukromych-udalosti" class="header-anchor">#</a> Synchronizace soukromých událostí</h2> <p>Outlook Vám nabízí možnost vytváření soukromých událostí (označených symbolem zámku). Do Raynetu je můžeme přenášet třemi způsoby:</p> <h3 id="_1-synchronizovat-jako-standardni-udalosti"><a href="#_1-synchronizovat-jako-standardni-udalosti" class="header-anchor">#</a> 1. Synchronizovat jako standardní události</h3> <ul><li>Soukromé události z Outlooku se budou propisovat stejně jako všechny ostatní události.</li> <li>Synchronizuje se název, čas, účastníci a popis.</li></ul> <h3 id="_2-synchronizovat-jako-time-blocker"><a href="#_2-synchronizovat-jako-time-blocker" class="header-anchor">#</a> 2. Synchronizovat jako time blocker</h3> <ul><li>Dejte Vašim kolegům v Raynetu vědět, že nemáte čas, ale další podrobnosti s nimi už nesdílejte.</li> <li>V této možnosti se název události přepíše na Time blocker, synchronizuje se pouze čas.</li></ul> <h3 id="_3-nesynchronizovat"><a href="#_3-nesynchronizovat" class="header-anchor">#</a> 3.	Nesynchronizovat</h3> <ul><li>Soukromé události z Outlooku se v Raynetu nebudou zobrazovat.</li></ul> <h2 id="synchronizace-hotovych-udalosti"><a href="#synchronizace-hotovych-udalosti" class="header-anchor">#</a> Synchronizace hotových událostí</h2> <p>Vyberte, zda chcete synchronizovat hotové události směrem z Raynetu do Outlooku. Jakmile událost v Raynetu označite jako hotovou, další změny se již do Outlooku nebudou přenášet. Tato funkcionalita je využívaná především v případech, kdy často upravujete schůzky zpětně nebo z nich děláte zápisky.</p> <h2 id="posilani-pozvanek"><a href="#posilani-pozvanek" class="header-anchor">#</a> Posílání pozvánek</h2> <p>Posílání pozvánek účastníkům událostí je defaultní funkcionalitou Outlooku. Díky tomu se při synchronizaci Vašemu zákazníkovi odešle pozvánka, i když založíte událost vázanou na klienta v Raynetu.</p> <h2 id="rozlisovani-schuzek-a-udalosti"><a href="#rozlisovani-schuzek-a-udalosti" class="header-anchor">#</a> Rozlišování schůzek a událostí</h2> <p>Outlook na rozdíl od Raynetu nerozlišuje mezi schůzkou a událostí. Při synchronizaci směrem z Outlooku Raynetu se tedy vše propisuje jako událost, jelikož integrace nemá možnost získat informaci o jejím typu.</p> <h2 id="propisovani-outlookovych-udalosti-na-ktere-jsem-pozvany"><a href="#propisovani-outlookovych-udalosti-na-ktere-jsem-pozvany" class="header-anchor">#</a> Propisování Outlookových událostí, na které jsem pozvaný</h2> <p>V Raynetu je vyžadováno, aby všechny události měly svého vlastníka. Z toho důvodu se bohužel událost, na níž jste byli pozváni uživatelem mimo Vaši organizaci či uživatelem Vaší organizace, který nemá v Raynetu účet, do Raynet kalendáře nepropíše.</p> <h2 id="integrace-zatim-nepodporuje"><a href="#integrace-zatim-nepodporuje" class="header-anchor">#</a> Integrace zatím nepodporuje:</h2> <p>Následující funkcionality bohužel zatím TALXIS integrace neovládá, v budoucnu se jich ovšem dočkáte:</p> <ul><li><p>Mazání událostí z Outlooku propisující se do Raynetu</p></li> <li><p>Opakované události z Outlooku</p></li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/cz/customizer-guide/integration/raynet/calendar/index.md" target="_blank" rel="noopener noreferrer">Upravit tuto stránku na GitHubu</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/cz/customizer-guide/integration/raynet/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -118,7 +118,7 @@
 <span class="token punctuation">}</span>
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 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p>Inline code inside table cells should still be distinguishable.</p> <table><thead><tr><th>Language</th> <th>Code</th></tr></thead> <tbody><tr><td>Javascript</td> <td><code>var foo = &quot;bar&quot;;</code></td></tr> <tr><td>Ruby</td> <td><code>foo = &quot;bar&quot;{</code></td></tr></tbody></table> <hr> <p>Small images should be shown at their actual size.</p> <p><img src="https://upload.wikimedia.org/wikipedia/commons/thumb/9/9e/Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg/240px-Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg" alt=""></p> <p>Large images should always scale down and fit in the content container.</p> <p><img src="https://upload.wikimedia.org/wikipedia/commons/thumb/9/9e/Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg/1024px-Picea_abies_shoot_with_buds%2C_Sogndal%2C_Norway.jpg" alt=""></p> <p><em>The photo above of the Spruce Picea abies shoot with foliage buds: Bjørn Erik Pedersen, CC-BY-SA.</em></p> <h2 id="components"><a href="#components" class="header-anchor">#</a> Components</h2> <h2 id="another-heading"><a href="#another-heading" class="header-anchor">#</a> Another Heading</h2> <p>Add some sections here to see how the ToC looks like. Bacon ipsum dolor sit amet t-bone doner shank drumstick, pork belly porchetta chuck sausage brisket ham hock rump pig. Chuck kielbasa leberkas, pork bresaola ham hock filet mignon cow shoulder short ribs biltong.</p> <h3 id="this-document"><a href="#this-document" class="header-anchor">#</a> This Document</h3> <p>Inguina genus: Anaphen post: lingua violente voce suae meus aetate diversi. Orbis unam nec flammaeque status deam Silenum erat et a ferrea. Excitus rigidum ait: vestro et Herculis convicia: nitidae deseruit coniuge Proteaque adiciam <em>eripitur</em>? Sitim noceat signa <em>probat quidem</em>. Sua longis <em>fugatis</em> quidem genae.</p> <h3 id="pixel-count"><a href="#pixel-count" class="header-anchor">#</a> Pixel Count</h3> <p>Doloris decurrere vitae Ida Arcades matres de remisit polypus, introrsus et sed qua maerenti? Serpit meta illic ut sinu. Transformat ungues genitor, et visis ademit sustinet abstulit lampadibus. Illis ad et dextra naturale, fatebere mutata <em>cum</em> Lycum in quid flammas oro. Populus Aurora caerula et feremus clavigeri ungues dubitant et inde corpore clamat, qui non Ilioneus pugnat abstuleris undas, habet.</p> <h3 id="contact-info"><a href="#contact-info" class="header-anchor">#</a> Contact Info</h3> <p>Factum Perseus est brevis abdita Odrysius, quod contendere urbes misceat accessit nudum oris non. Cumque dentibus nullam nec mille potentia regnumque supplex!</p> <h3 id="external-links"><a href="#external-links" class="header-anchor">#</a> External Links</h3> <p>Doloris decurrere vitae Ida Arcades matres de remisit polypus, introrsus et sed qua maerenti? Serpit meta illic ut sinu. Transformat ungues genitor, et visis ademit sustinet abstulit lampadibus. Illis ad et dextra naturale, fatebere mutata <em>cum</em> Lycum in quid flammas oro. Populus Aurora caerula et feremus clavigeri ungues dubitant et inde corpore clamat, qui non Ilioneus pugnat abstuleris undas, habet.</p> <div class="language- line-numbers-mode"><pre class="language-text"><code>This is the final element on the page and there should be no margin below this.
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         Raynet
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Raynet
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/#cenik" class="anchor-link"><div>Ceník</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/#predpoklady" class="anchor-link"><div>Předpoklady</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#vytvoreni-microsoft-365-skupiny" class="anchor-link"><div>Vytvoření Microsoft 365 skupiny</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#notifikace" class="anchor-link"><div>Notifikace</div></a></li></ul></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/#jak-zacit-integraci-pouzivat" class="anchor-link"><div>Jak začít integraci používat?</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_1-nazev-prostredi" class="anchor-link"><div>1. Název prostředí</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_2-vase-uzivatelske-jmeno-v-raynetu" class="anchor-link"><div>2. Vaše uživatelské jméno v Raynetu</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_3-api-klic" class="anchor-link"><div>3. API klíč</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_4-microsoft-365-skupina" class="anchor-link"><div>4. Microsoft 365 skupina</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_5-rezim-hotovych-a-soukromych-udalosti" class="anchor-link"><div>5. Režim hotových a soukromých událostí</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_6-fakturacni-udaje" class="anchor-link"><div>6. Fakturační údaje</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_7-rezim-synchronizace" class="anchor-link"><div>7. Režim synchronizace</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="raynet"><a href="#raynet" class="header-anchor">#</a> Raynet</h1> <h3 id="co-je-raynet"><a href="#co-je-raynet" class="header-anchor">#</a> Co je Raynet?</h3> <p>Raynet je oblíbený český CRM systém (Customer Relationship Management), který Vám umožňuje udržovat si přehled o vztazích s Vašimi zákazníky a vést obchod přehledně a jednoduše. Více se dozvíte na stránkách: www.raynet.cz.</p> <h3 id="co-integrace-nabizi"><a href="#co-integrace-nabizi" class="header-anchor">#</a> Co integrace nabízí?</h3> <p>Tato integrace byla vyvinuta za účelem propojení Raynetu s Vašemi kalendáři a kontakty v Outlooku. Díky ní tedy například nebudete muset ručně přepisovat události do obou kalendářů.</p> <ul><li><p>Oboustranná synchronizace kalendáře</p></li> <li><p>Jednosměrná synchronizace kontaktů</p></li></ul> <h2 id="cenik"><a href="#cenik" class="header-anchor">#</a> Ceník</h2> <hr> <p>Cena je fixní a <strong>není</strong> závislá na počtu uživatelů, pro které je integrace zapnuta.</p> <ul><li><p>Synchronizace kalendářů: 1000 Kč/měsíc</p></li> <li><p>Synchronizace kontaktů: 1000 Kč/měsíc</p></li></ul> <h2 id="predpoklady"><a href="#predpoklady" class="header-anchor">#</a> Předpoklady</h2> <hr> <h3 id="vytvoreni-microsoft-365-skupiny"><a href="#vytvoreni-microsoft-365-skupiny" class="header-anchor">#</a> Vytvoření Microsoft 365 skupiny</h3> <p>Pro nasazení integrace je zapotřebí vytvořit Microsoft 365 skupinu, do které stačí přidat uživatele, pro které má být integrace zapnuta.</p> <p>Díky tomu budete moci jednoduše měnit, pro koho má být integrace zapnuta -- stačí uživatele do skupiny přidat či jej případně odebrat.</p> <p>Nezapomeňte prosím zkontrolovat, že uživatelé nejsou v dané skupině pouze vlastníci, ale že jsou zároveň i členové.</p> <h3 id="notifikace"><a href="#notifikace" class="header-anchor">#</a> Notifikace</h3> <p>V Raynetu je integrace vždy vázána API klíčem na účet některého z uživatelům. Při synchronizacích, kdy integrace provádí ve Vašem Raynetu změny, se ovšem v notifikacích ukazují změny jménem daného uživatele, což může být matoucí.</p> <p>Ve spolupráci s Raynetem jsme zavedli řešení pomocí tzv. virtuálního uživatele TALXIS Integrace, na kterého se integrace nasadí. U tohoto uživatele máte nárok na bezplatnou licenci.</p> <p>Pro zapnutí této možnosti prosím proveďte následující:</p> <ul><li><p>Vytvořte ve svém Microsoft 365 tenantu nového uživatele <strong>talxis@[vašeDoména]</strong> - např. talxis@networg.com.</p></li> <li><p>Uživateli nemusíte přidávat žádnou licenci.</p></li> <li><p>Přidejte uživatele do Microsoft 365 skupiny, pro níž bude integrace zapnutá.</p></li> <li><p>Vytvořte v Raynetu uživatele se stejným jménem.</p></li> <li><p>Kontaktujte Raynet podporu, že se jedná o virtuálního uživatele vytvořeného za účelem fungování této integrace a licenci na tohoto uživatele obdržíte zdarma.</p></li></ul> <h2 id="jak-zacit-integraci-pouzivat"><a href="#jak-zacit-integraci-pouzivat" class="header-anchor">#</a> Jak začít integraci používat?</h2> <hr> <p>Zde naleznete formulář, po jehož vyplnění Vás zašleme nabídku na Vaši emailovou adresu. Po jejím odsouhlasení a zaplacení prvního měsíce Vám bude integrace nasazena.</p> <p>Pro vyplnění formuláře je potřeba se přihlásit Vaším administrátorským Microsoft 365 účtem, formulář Vás poté procesem provede. Bude potřeba zadat následující údaje:</p> <h3 id="_1-nazev-prostredi"><a href="#_1-nazev-prostredi" class="header-anchor">#</a> 1. Název prostředí</h3> <p>Název vašeho Raynet prostředí následuje za lomítkem v adresním řádku po app.raynet.cz. Například pokud je-li Vaše adresa v prohlížeči <em>https://app.raynet.cz/talxis/?view=Helpboard</em>, název Vašeho prostředí je <strong>talxis</strong>.</p> <h3 id="_2-vase-uzivatelske-jmeno-v-raynetu"><a href="#_2-vase-uzivatelske-jmeno-v-raynetu" class="header-anchor">#</a> 2. Vaše uživatelské jméno v Raynetu</h3> <p>Emailová adresa, pod kterou se přihlašujete do Raynetu.</p> <h3 id="_3-api-klic"><a href="#_3-api-klic" class="header-anchor">#</a> 3. API klíč</h3> <p>API klíč můžete snadno vygenetovat po přihlášení do Raynetu následujícím způsobem:</p> <ul><li><p>Běžte do <em>Nastavení</em> (najdete u symbolu ozubeného kola v pravém horním rohu stránky).</p></li> <li><p>V nabídce zvolte <em>API klíče</em>.</p></li> <li><p>Klikněte na zelené tlačítko <em>Nový API klíč</em>.</p></li></ul> <h3 id="_4-microsoft-365-skupina"><a href="#_4-microsoft-365-skupina" class="header-anchor">#</a> 4. Microsoft 365 skupina</h3> <p>Zde z automatické nabídky vybere Microsoft 365 skupinu, kterou jste vytvořili podle výše uvedeného návodu (Předpoklady).</p> <h3 id="_5-rezim-hotovych-a-soukromych-udalosti"><a href="#_5-rezim-hotovych-a-soukromych-udalosti" class="header-anchor">#</a> 5. Režim hotových a soukromých událostí</h3> <p>Více informací naleznete v sekci <strong>Kalendář</strong>.</p> <h3 id="_6-fakturacni-udaje"><a href="#_6-fakturacni-udaje" class="header-anchor">#</a> 6. Fakturační údaje</h3> <p>Zde vyplňte IČO Vaší společnosti, kontaktní emailovou adresu a své telefonní číslo.</p> <h3 id="_7-rezim-synchronizace"><a href="#_7-rezim-synchronizace" class="header-anchor">#</a> 7. Režim synchronizace</h3> <p>Na závěr zbývá vybrat, zda chcete synchronizovat schůzky, kontakty nebo obojí.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/cz/customizer-guide/integration/raynet/index.md" target="_blank" rel="noopener noreferrer">Upravit tuto stránku na GitHubu</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/cz/customizer-guide/tenant/configuration/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/#cenik" class="anchor-link"><div>Ceník</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/#predpoklady" class="anchor-link"><div>Předpoklady</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#vytvoreni-microsoft-365-skupiny" class="anchor-link"><div>Vytvoření Microsoft 365 skupiny</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#notifikace" class="anchor-link"><div>Notifikace</div></a></li></ul></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/raynet/#jak-zacit-integraci-pouzivat" class="anchor-link"><div>Jak začít integraci používat?</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_1-nazev-prostredi" class="anchor-link"><div>1. Název prostředí</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_2-vase-uzivatelske-jmeno-v-raynetu" class="anchor-link"><div>2. Vaše uživatelské jméno v Raynetu</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_3-api-klic" class="anchor-link"><div>3. API klíč</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_4-microsoft-365-skupina" class="anchor-link"><div>4. Microsoft 365 skupina</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_5-rezim-hotovych-a-soukromych-udalosti" class="anchor-link"><div>5. Režim hotových a soukromých událostí</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_6-fakturacni-udaje" class="anchor-link"><div>6. Fakturační údaje</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/integration/raynet/#_7-rezim-synchronizace" class="anchor-link"><div>7. Režim synchronizace</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="raynet"><a href="#raynet" class="header-anchor">#</a> Raynet</h1> <h3 id="co-je-raynet"><a href="#co-je-raynet" class="header-anchor">#</a> Co je Raynet?</h3> <p>Raynet je oblíbený český CRM systém (Customer Relationship Management), který Vám umožňuje udržovat si přehled o vztazích s Vašimi zákazníky a vést obchod přehledně a jednoduše. Více se dozvíte na stránkách: www.raynet.cz.</p> <h3 id="co-integrace-nabizi"><a href="#co-integrace-nabizi" class="header-anchor">#</a> Co integrace nabízí?</h3> <p>Tato integrace byla vyvinuta za účelem propojení Raynetu s Vašemi kalendáři a kontakty v Outlooku. Díky ní tedy například nebudete muset ručně přepisovat události do obou kalendářů.</p> <ul><li><p>Oboustranná synchronizace kalendáře</p></li> <li><p>Jednosměrná synchronizace kontaktů</p></li></ul> <h2 id="cenik"><a href="#cenik" class="header-anchor">#</a> Ceník</h2> <hr> <p>Cena je fixní a <strong>není</strong> závislá na počtu uživatelů, pro které je integrace zapnuta.</p> <ul><li><p>Synchronizace kalendářů: 1000 Kč/měsíc</p></li> <li><p>Synchronizace kontaktů: 1000 Kč/měsíc</p></li></ul> <h2 id="predpoklady"><a href="#predpoklady" class="header-anchor">#</a> Předpoklady</h2> <hr> <h3 id="vytvoreni-microsoft-365-skupiny"><a href="#vytvoreni-microsoft-365-skupiny" class="header-anchor">#</a> Vytvoření Microsoft 365 skupiny</h3> <p>Pro nasazení integrace je zapotřebí vytvořit Microsoft 365 skupinu, do které stačí přidat uživatele, pro které má být integrace zapnuta.</p> <p>Díky tomu budete moci jednoduše měnit, pro koho má být integrace zapnuta -- stačí uživatele do skupiny přidat či jej případně odebrat.</p> <p>Nezapomeňte prosím zkontrolovat, že uživatelé nejsou v dané skupině pouze vlastníci, ale že jsou zároveň i členové.</p> <h3 id="notifikace"><a href="#notifikace" class="header-anchor">#</a> Notifikace</h3> <p>V Raynetu je integrace vždy vázána API klíčem na účet některého z uživatelům. Při synchronizacích, kdy integrace provádí ve Vašem Raynetu změny, se ovšem v notifikacích ukazují změny jménem daného uživatele, což může být matoucí.</p> <p>Ve spolupráci s Raynetem jsme zavedli řešení pomocí tzv. virtuálního uživatele TALXIS Integrace, na kterého se integrace nasadí. U tohoto uživatele máte nárok na bezplatnou licenci.</p> <p>Pro zapnutí této možnosti prosím proveďte následující:</p> <ul><li><p>Vytvořte ve svém Microsoft 365 tenantu nového uživatele <strong>talxis@[vašeDoména]</strong> - např. talxis@networg.com.</p></li> <li><p>Uživateli nemusíte přidávat žádnou licenci.</p></li> <li><p>Přidejte uživatele do Microsoft 365 skupiny, pro níž bude integrace zapnutá.</p></li> <li><p>Vytvořte v Raynetu uživatele se stejným jménem.</p></li> <li><p>Kontaktujte Raynet podporu, že se jedná o virtuálního uživatele vytvořeného za účelem fungování této integrace a licenci na tohoto uživatele obdržíte zdarma.</p></li></ul> <h2 id="jak-zacit-integraci-pouzivat"><a href="#jak-zacit-integraci-pouzivat" class="header-anchor">#</a> Jak začít integraci používat?</h2> <hr> <p>Zde naleznete formulář, po jehož vyplnění Vás zašleme nabídku na Vaši emailovou adresu. Po jejím odsouhlasení a zaplacení prvního měsíce Vám bude integrace nasazena.</p> <p>Pro vyplnění formuláře je potřeba se přihlásit Vaším administrátorským Microsoft 365 účtem, formulář Vás poté procesem provede. Bude potřeba zadat následující údaje:</p> <h3 id="_1-nazev-prostredi"><a href="#_1-nazev-prostredi" class="header-anchor">#</a> 1. Název prostředí</h3> <p>Název vašeho Raynet prostředí následuje za lomítkem v adresním řádku po app.raynet.cz. Například pokud je-li Vaše adresa v prohlížeči <em>https://app.raynet.cz/talxis/?view=Helpboard</em>, název Vašeho prostředí je <strong>talxis</strong>.</p> <h3 id="_2-vase-uzivatelske-jmeno-v-raynetu"><a href="#_2-vase-uzivatelske-jmeno-v-raynetu" class="header-anchor">#</a> 2. Vaše uživatelské jméno v Raynetu</h3> <p>Emailová adresa, pod kterou se přihlašujete do Raynetu.</p> <h3 id="_3-api-klic"><a href="#_3-api-klic" class="header-anchor">#</a> 3. API klíč</h3> <p>API klíč můžete snadno vygenetovat po přihlášení do Raynetu následujícím způsobem:</p> <ul><li><p>Běžte do <em>Nastavení</em> (najdete u symbolu ozubeného kola v pravém horním rohu stránky).</p></li> <li><p>V nabídce zvolte <em>API klíče</em>.</p></li> <li><p>Klikněte na zelené tlačítko <em>Nový API klíč</em>.</p></li></ul> <h3 id="_4-microsoft-365-skupina"><a href="#_4-microsoft-365-skupina" class="header-anchor">#</a> 4. Microsoft 365 skupina</h3> <p>Zde z automatické nabídky vybere Microsoft 365 skupinu, kterou jste vytvořili podle výše uvedeného návodu (Předpoklady).</p> <h3 id="_5-rezim-hotovych-a-soukromych-udalosti"><a href="#_5-rezim-hotovych-a-soukromych-udalosti" class="header-anchor">#</a> 5. Režim hotových a soukromých událostí</h3> <p>Více informací naleznete v sekci <strong>Kalendář</strong>.</p> <h3 id="_6-fakturacni-udaje"><a href="#_6-fakturacni-udaje" class="header-anchor">#</a> 6. Fakturační údaje</h3> <p>Zde vyplňte IČO Vaší společnosti, kontaktní emailovou adresu a své telefonní číslo.</p> <h3 id="_7-rezim-synchronizace"><a href="#_7-rezim-synchronizace" class="header-anchor">#</a> 7. Režim synchronizace</h3> <p>Na závěr zbývá vybrat, zda chcete synchronizovat schůzky, kontakty nebo obojí.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/cz/customizer-guide/integration/raynet/index.md" target="_blank" rel="noopener noreferrer">Upravit tuto stránku na GitHubu</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/cz/customizer-guide/tenant/configuration/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Signi (iSmlouva)
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/signi/#hlavni-vyhody" class="anchor-link"><div>Hlavní výhody</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/integration/signi/#zaciname" class="anchor-link"><div>Začínáme</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="signi-ismlouva"><a href="#signi-ismlouva" class="header-anchor">#</a> Signi (iSmlouva)</h1> <p>Signi je cloudová služba, určená primárně pro mobilní zařízení, která umožňuje vytváření, správu a uzavírání dokumentů ve 100% digitální podobě. Díky naší integraci ji můžete pohodlně využívat z <a href="https://flow.microsoft.com" target="_blank" rel="noopener noreferrer">Microsoft Power Automate<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> a automatizovat tak podepisování dokumentů přímo z Power Platformy, SharePointu, Dynamics 365 nebo dalších systémů.</p> <h2 id="hlavni-vyhody"><a href="#hlavni-vyhody" class="header-anchor">#</a> Hlavní výhody</h2> <ul><li>Podpora více workspaců (různých účtů např. pro Česko, Polsko, atd.)</li> <li>Uživatel se přihlašuje svým pracovním účtem</li> <li>Možnost řízení oprávnění přístupu k jednotlivým workspacům</li></ul> <h2 id="zaciname"><a href="#zaciname" class="header-anchor">#</a> Začínáme</h2> <ol><li>Vygenerujte si API klíč pro váš workspace podle <a href="https://signi.refined.site/space/PKNB/383516725" target="_blank" rel="noopener noreferrer">tohoto návodu<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>, samotné vygenerování probíhá na <a href="https://app.signi.com/api" target="_blank" rel="noopener noreferrer">této stránce<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li>Vyplňte následující <a href="https://go.tntg.cz/ismlouva-signup" target="_blank" rel="noopener noreferrer">formulář<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>, abychom pro Vás mohli vše nachystat</li> <li>Stáhněte si následující <a href="https://talxisconnectors.blob.core.windows.net/public/release/signi/TALXIS.Connectors.iSmlouva.zip" target="_blank" rel="noopener noreferrer">balíček<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>, který můžete <a href="https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/import-update-export-solutions" target="_blank" rel="noopener noreferrer">nasadit do vašeho prostředí<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>, kde budete konektor využívat.
-<ul><li>V případě potřeby se na nás můžete obrátit a my vám pomůžeme řešení nasadit.</li></ul></li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/cz/customizer-guide/integration/signi/index.md" target="_blank" rel="noopener noreferrer">Upravit tuto stránku na GitHubu</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/cz/customizer-guide/integration/raynet/calendar/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Požadavky pro nasazení TALXIS
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/cz/customizer-guide/tenant/configuration/#schvaleni-aplikacni-registrace-„talxis-deployments" class="anchor-link"><div>Schválení aplikační registrace „TALXIS Deployments”</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/tenant/configuration/#postup-schvaleni-aplikacni-registrace" class="anchor-link"><div>Postup schválení aplikační registrace</div></a></li></ul></li><li class="anchor anchor2"><a href="/cz/customizer-guide/tenant/configuration/#vytvoreni-power-platform-prostredi" class="anchor-link"><div>Vytvoření Power Platform prostředí</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/tenant/configuration/#postup-vytvoreni-noveho-prostredi" class="anchor-link"><div>Postup vytvoření nového prostředí</div></a></li></ul></li><li class="anchor anchor2"><a href="/cz/customizer-guide/tenant/configuration/#vytvoreni-aplikacniho-uzivatele-v-power-platform-prostredi" class="anchor-link"><div>Vytvoření aplikačního uživatele v Power Platform prostředí</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/tenant/configuration/#postup-vytvoreni-aplikacniho-uzivatele" class="anchor-link"><div>Postup vytvoření aplikačního uživatele</div></a></li></ul></li><li class="anchor anchor2"><a href="/cz/customizer-guide/tenant/configuration/#prideleni-podkladovych-predplatnych-microsoft-uzivatelum" class="anchor-link"><div>Přidělení podkladových předplatných Microsoft uživatelům</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/tenant/configuration/#prirazeni-power-apps-premium-predplatnych-konkretnim-uzivatelum" class="anchor-link"><div>Přiřazení Power Apps Premium předplatných konkrétním uživatelům</div></a></li><li class="anchor anchor3"><a href="/cz/customizer-guide/tenant/configuration/#prirazeni-power-apps-per-app-predplatnych-konkretnim-aplikacim" class="anchor-link"><div>Přiřazení Power Apps Per App předplatných konkrétním aplikacím</div></a></li></ul></li><li class="anchor anchor2"><a href="/cz/customizer-guide/tenant/configuration/#prideleni-uzivatelskych-roli-talxis" class="anchor-link"><div>Přidělení uživatelských rolí TALXIS</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/cz/customizer-guide/tenant/configuration/#postup-prideleni" class="anchor-link"><div>Postup přidělení</div></a></li></ul></li><li class="anchor anchor2"><a href="/cz/customizer-guide/tenant/configuration/#zasady-data-loss-prevention" class="anchor-link"><div>Zásady Data Loss Prevention</div></a></li><li class="anchor anchor2"><a href="/cz/customizer-guide/tenant/configuration/#nastaveni-outlook-integrace" class="anchor-link"><div>Nastavení Outlook Integrace</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="pozadavky-pro-nasazeni-talxis"><a href="#pozadavky-pro-nasazeni-talxis" class="header-anchor">#</a> Požadavky pro nasazení TALXIS</h1> <p>Tato dokumentace popisuje nutné kroky pro kontinuální dodávku softwaru. Nicméně v případě, že některé z těchto kroků nebudou proveditelné, je variantou i instalace řešení manuálně zákazníkem v jeho tenantu.</p> <p>Pro rozhodnutí o následujících krocích je potřeba odpověď na dvě klíčové otázky:</p> <ol><li><p><strong>Budou podkladové licence dodávány součástí TALXIS firmou NETWORG?</strong></p> <p>Standardním postupem je, že licence <strong>Power Apps Per App</strong> plan jsou součástí licence <strong>TALXIS Start</strong>, ale klient může mít licence nakoupené/pořízené jiným partnerem.</p> <p>Firma je pak uvedena jako partner v administraci tenantu:</p> <p><img src="/.attachments/CustomizerGuide/Tenant/partnerExample.png" alt="Partner Example"></p></li> <li><p><strong>Administrativní kroky popisované dále budou prováděny klientem nebo budou svěřeny NETWORG?</strong></p> <p>Jestliže licence bude dodávat <strong>NETWORG</strong> a zároveň bude pověřen administrací nasazení, je možné využít odkaz <a href="https://talxis.com/add-partner" target="_blank" rel="noopener noreferrer">https://talxis.com/add-partner<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <p>Jedná se o standardní nastavení, které dokumentace v detailu popisuje zde: <a href="https://docs.microsoft.com/en-us/partner-center/customers-revoke-admin-privileges" target="_blank" rel="noopener noreferrer">https://docs.microsoft.com/en-us/partner-center/customers-revoke-admin-privileges<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <p>Když není možné schválit <strong>NETWORG</strong> jako správce v tenantu, je nutné, aby následující nastavení provedl admin tenantu.</p></li></ol> <p>Po splnění všech požadavků je možné nasazení všech programových úprav automatizovaně a vzdáleně, aniž by došlo k bezpečnostnímu riziku na straně zákazníka/tenantu. Náš aplikační účet je tzv. neinteraktivní uživatel, nemůže být zneužit k přístupu k datům. Tento postup nevyžaduje další licenční náklady.</p> <h2 id="schvaleni-aplikacni-registrace-„talxis-deployments"><a href="#schvaleni-aplikacni-registrace-„talxis-deployments" class="header-anchor">#</a> Schválení aplikační registrace „TALXIS Deployments”</h2> <p>Při schválení aplikační registrace dochází k přiřazení konkrétních oprávnění této aplikaci. Ta následně může provádět v rámci celého tenantu akce, ke kterým je oprávněna.</p> <p>Tuto akci může provést pouze tenant (Global) admin.</p> <h3 id="postup-schvaleni-aplikacni-registrace"><a href="#postup-schvaleni-aplikacni-registrace" class="header-anchor">#</a> Postup schválení aplikační registrace</h3> <ol><li><p>Navštivte následující link: <a href="https://talxis.com/add-deployment-app" target="_blank" rel="noopener noreferrer">https://talxis.com/add-deployment-app<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p><img src="/.attachments/CustomizerGuide/Tenant/talxisDeploymentsPermission.png" alt="Dialog se žádostí o oprávnění pro aplikaci 'TALXIS Deployments"></p></li> <li><p>Akceptujte žádost o oprávnění.</p></li></ol> <p>K správnému fungování aplikace je nutné schválit i další aplikační registrace.
-Jejich výčet se liší od nasazeného modulu a použitých funkcionalit. (TALXIS Data Feed, TALXIS Documents, TALXIS File Picker, …)</p> <h2 id="vytvoreni-power-platform-prostredi"><a href="#vytvoreni-power-platform-prostredi" class="header-anchor">#</a> Vytvoření Power Platform prostředí</h2> <p>Aplikace TALXIS se nasazují do prostředí Power Platform, proto je potřeba prvně mít prostředí připravené. Po vytvoření prostředí poskytněte prosím <em>Environment URL.</em></p> <h3 id="postup-vytvoreni-noveho-prostredi"><a href="#postup-vytvoreni-noveho-prostredi" class="header-anchor">#</a> Postup vytvoření nového prostředí</h3> <p>Dle oficiální Microsoft dokumentace: <a href="https://learn.microsoft.com/cs-cz/power-platform/admin/create-environment#create-an-environment-in-the-power-platform-admin-center" target="_blank" rel="noopener noreferrer">Vytváření a správa prostředí<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p>S vytvořením prostředí Vám můžeme pomoci. Pokud si prostředí přejete připravit sami, tak je třeba při jeho vytváření dbát určitých pravidel.</p> <p>Vytvořené prostředí musí být typu <strong>Production</strong> a je nutné, aby obsahovalo <strong>Dataverse</strong>. Nezapomeňte proto vybrat tuto možnost před pokračováním na další stránku.</p> <p><img src="/.attachments/CustomizerGuide/Tenant/newEnv1.png" alt="Tvorba nového produkčního prostředí - stránka první"></p> <p>Dále je nutné, aby vytvořené prostředí mělo základní jazyk systému nastavený na <strong>English (United States)</strong>. Čeština se do prostředí přidá později.</p> <p>Měnu si nastavte ideálně na základě měny ve které vedete účetnictví.</p> <p>Je velmi vhodné upravit URL výsledného prostředí. Z vygenerované URL často není na první pohled poznat o jaké prostředí jde.</p> <blockquote><p>URL výsledného prostředí může být název aplikace nebo společnosti a za tím &quot;-prod&quot;. Tento suffix používáme pro odlišení od <a href="https://it-slovnik.cz/pojem/uat#:~:text=V%C3%BDznam%3A,situac%C3%ADch%20v%20souladu%20se%20specifikacemi.r" target="_blank" rel="noopener noreferrer">UAT<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> prostředí, kde probíhá schvalování nové funkcionality před nasazením do produkčního prostředí.</p></blockquote> <p>Pokud máte v tenantu uživatele, kteří nebudou aplikaci využívat, je vhodné vytvořit Security Group, kterou přiřadíte k prostředí. Návod naleznete zde: <a href="https://learn.microsoft.com/cs-cz/power-platform/admin/control-user-access" target="_blank" rel="noopener noreferrer">Řízení přístupu uživatelů k prostředím: skupiny zabezpečení a licence<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <p>Dynamics 365 a ukázková data nejsou v prostředí třeba.</p> <p><img src="/.attachments/CustomizerGuide/Tenant/newEnv2.png" alt="Tvorba nového produkčního prostředí - stránka druhá"></p> <h2 id="vytvoreni-aplikacniho-uzivatele-v-power-platform-prostredi"><a href="#vytvoreni-aplikacniho-uzivatele-v-power-platform-prostredi" class="header-anchor">#</a> Vytvoření aplikačního uživatele v Power Platform prostředí</h2> <p>Aplikační uživatel je neinteraktivní uživatel, pomocí kterého NETWORG nasazuje aplikace TALXIS do konkrétního Power Platform prostředí.</p> <h3 id="postup-vytvoreni-aplikacniho-uzivatele"><a href="#postup-vytvoreni-aplikacniho-uzivatele" class="header-anchor">#</a> Postup vytvoření aplikačního uživatele</h3> <p>Postup je popisován dokumentací Microsoft zde: <a href="https://learn.microsoft.com/en-us/power-platform/admin/manage-application-users#create-an-application-user" target="_blank" rel="noopener noreferrer">Manage application users in the Power Platform admin center - Power Platform | Microsoft Learn<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p><strong>Application ID</strong> pro <strong>aplikaci TALXIS Deployments</strong> je <strong>4ab337b1-27bc-421d-8d56-7462bbea9831</strong>. Podle toho ID můžete aplikaci rychleji vyhledat v bodě 6. postupu v dokumentaci.</p> <p>Při přiřazení rolí přiřaďte roli <strong>System Administrator</strong> (Správce systému).</p> <p>Po provedení těchto kroků je možné vzdálené nasazení TALXIS aplikace.</p> <h2 id="prideleni-podkladovych-predplatnych-microsoft-uzivatelum"><a href="#prideleni-podkladovych-predplatnych-microsoft-uzivatelum" class="header-anchor">#</a> Přidělení podkladových předplatných Microsoft uživatelům</h2> <p>Aby aplikaci mohli využívat koncoví uživatelé klienta, musí mít přidělené předplatné. Na výběr jsou dvě následující:</p> <ul><li>Power Apps Premium plan – předplatné pro konkrétního uživatele, který je oprávněn používat více PowerApps aplikací</li> <li>Power Apps Per App plan – předplatné pro konkrétní aplikaci pro konkrétního uživatele</li></ul> <h3 id="prirazeni-power-apps-premium-predplatnych-konkretnim-uzivatelum"><a href="#prirazeni-power-apps-premium-predplatnych-konkretnim-uzivatelum" class="header-anchor">#</a> Přiřazení <em>Power Apps Premium</em> předplatných konkrétním uživatelům</h3> <p>Postup přidělení předplatného je popsán zde: <a href="https://learn.microsoft.com/cs-cz/microsoft-365/admin/manage/assign-licenses-to-users?view=o365-worldwide" target="_blank" rel="noopener noreferrer">Přiřazení nebo zrušení přiřazení licencí uživatelům v Centru pro správu Microsoftu 365<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <h3 id="prirazeni-power-apps-per-app-predplatnych-konkretnim-aplikacim"><a href="#prirazeni-power-apps-per-app-predplatnych-konkretnim-aplikacim" class="header-anchor">#</a> Přiřazení <em>Power Apps Per App</em> předplatných konkrétním aplikacím</h3> <p>Postup přidělení předplatného je popsán zde: <a href="https://learn.microsoft.com/cs-cz/power-platform/admin/about-powerapps-perapp#step-two-allocate-per-app-plans" target="_blank" rel="noopener noreferrer">O Power Apps podle plánu aplikace<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p>V případě tohoto předplatného každý uživatel využije jeden <strong>„Power Apps Per App plan“</strong> pro přístup k jedné Model-Driven / Canvas aplikaci. Pokud tedy konkrétní uživatel používá více aplikací, tak každá tato aplikace konzumuje jeden <strong>„Power Apps Per App plan“</strong>.</p> <p>Například <em>TALXIS Sales</em> aplikace potřebuje pro každého uživatele dvě <em>Power Apps Per App plan</em> licence. Jedna je pro <em>TALXIS Sales</em> aplikace a druhá pro <em>App for Outlook</em>, která slouží k integraci produktu <em>Outlook</em> s TALXIS aplikacemi.</p> <h2 id="prideleni-uzivatelskych-roli-talxis"><a href="#prideleni-uzivatelskych-roli-talxis" class="header-anchor">#</a> Přidělení uživatelských rolí TALXIS</h2> <p>Jakmile dojde k úspěšnému nasazení aplikace TALXIS, každý uživatel musí obdržet správnou roli zabezpečení, aby k aplikaci mohl přistupovat.</p> <h3 id="postup-prideleni"><a href="#postup-prideleni" class="header-anchor">#</a> Postup přidělení</h3> <ol><li>V prohlížeči zadejte adresu: <a href="https://admin.powerplatform.microsoft.com/" target="_blank" rel="noopener noreferrer">https://admin.powerplatform.microsoft.com/<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li>Vyberte prostředí, ke kterému budou uživatelé přistupovat (produkci)<br> <img src="/.attachments/CustomizerGuide/Tenant/secRole1.png" alt="Přiřazení rolí zabezpečení 1"></li> <li>Klikněte na „Settings“<br> <img src="/.attachments/CustomizerGuide/Tenant/secRole2.png" alt="Přiřazení rolí zabezpečení 2"></li> <li>Vyberte „Security roles“ pod „User + permissions“<br> <img src="/.attachments/CustomizerGuide/Tenant/secRole3.png" alt="Přiřazení rolí zabezpečení 3"></li> <li>Všem uživatelům přiřaďte roli „TALXIS Baseline Access“<br> <img src="/.attachments/CustomizerGuide/Tenant/secRole4.png" alt="Přiřazení rolí zabezpečení 4"> <img src="/.attachments/CustomizerGuide/Tenant/secRole5.png" alt="Přiřazení rolí zabezpečení 5"></li> <li>Přiřaďte další bezpečnostní role dle aplikace a oprávnění jednotlivých uživatelů<br> <img src="/.attachments/CustomizerGuide/Tenant/secRole6.png" alt="Přiřazení rolí zabezpečení 6"></li></ol> <h2 id="zasady-data-loss-prevention"><a href="#zasady-data-loss-prevention" class="header-anchor">#</a> Zásady Data Loss Prevention</h2> <p>Pokud v rámci Power Platform ve Vašem tenantu využíváte zásady DLP, je nutné provést následující nastavení:</p> <p>Pro cílové prostředí by měla existovat separátní politika, která bude mít výjimku z globální politiky. Tato politika musí umožňovat použitým konektorům v rámci TALXIS řešení komunikovat napříč Power Platform a Microsoft 365. Pokud zásady DLP používáte a neproběhne toto nastavení, aplikace TALXIS nemusí správně fungovat.</p> <p>Pokud zásady DLP nevyužíváte, lze tuto sekci přeskočit.</p> <h2 id="nastaveni-outlook-integrace"><a href="#nastaveni-outlook-integrace" class="header-anchor">#</a> Nastavení Outlook Integrace</h2> <p>Pro synchronizaci aktivit (schůzky, emaily a úkoly) je potřeba pro každého uživatele zapnout server-side synchronizaci jeho mailové schránky. Detailní návod v dokumentaci Microsoftu lze nalézt zde: <a href="https://learn.microsoft.com/en-us/power-platform/admin/connect-exchange-online#configure-mailboxes" target="_blank" rel="noopener noreferrer">Connect to Exchange Online - Configure Mailboxes<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <p>Jakmile budou všechny mailové schránky nakonfigurované, nezapomeňte nastavení otestovat: <a href="https://learn.microsoft.com/en-us/power-platform/admin/connect-exchange-online#test-the-configuration-of-mailboxes" target="_blank" rel="noopener noreferrer">Connect to Exchange Online - Test the Configuration<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <p>Posledním krokem je instalace App for Outlook doplňku: <a href="https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook#step-4-install-app-for-outlook." target="_blank" rel="noopener noreferrer">How to deploy Dynamics 365 App for Outlook<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/cz/customizer-guide/tenant/configuration.md" target="_blank" rel="noopener noreferrer">Upravit tuto stránku na GitHubu</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><!----> <span class="next"><a href="/cz/customizer-guide/integration/raynet/">
+Jejich výčet se liší od nasazeného modulu a použitých funkcionalit. (TALXIS Data Feed, TALXIS Documents, TALXIS File Picker, …)</p> <h2 id="vytvoreni-power-platform-prostredi"><a href="#vytvoreni-power-platform-prostredi" class="header-anchor">#</a> Vytvoření Power Platform prostředí</h2> <p>Aplikace TALXIS se nasazují do prostředí Power Platform, proto je potřeba prvně mít prostředí připravené. Po vytvoření prostředí poskytněte prosím <em>Environment URL.</em></p> <h3 id="postup-vytvoreni-noveho-prostredi"><a href="#postup-vytvoreni-noveho-prostredi" class="header-anchor">#</a> Postup vytvoření nového prostředí</h3> <p>Dle oficiální Microsoft dokumentace: <a href="https://learn.microsoft.com/cs-cz/power-platform/admin/create-environment#create-an-environment-in-the-power-platform-admin-center" target="_blank" rel="noopener noreferrer">Vytváření a správa prostředí<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p>S vytvořením prostředí Vám můžeme pomoci. Pokud si prostředí přejete připravit sami, tak je třeba při jeho vytváření dbát určitých pravidel.</p> <p>Vytvořené prostředí musí být typu <strong>Production</strong> a je nutné, aby obsahovalo <strong>Dataverse</strong>. Nezapomeňte proto vybrat tuto možnost před pokračováním na další stránku.</p> <p><img src="/.attachments/CustomizerGuide/Tenant/newEnv1.png" alt="Tvorba nového produkčního prostředí - stránka první"></p> <p>Dále je nutné, aby vytvořené prostředí mělo základní jazyk systému nastavený na <strong>English (United States)</strong>. Čeština se do prostředí přidá později.</p> <p>Měnu si nastavte ideálně na základě měny ve které vedete účetnictví.</p> <p>Je velmi vhodné upravit URL výsledného prostředí. Z vygenerované URL často není na první pohled poznat o jaké prostředí jde.</p> <blockquote><p>URL výsledného prostředí může být název aplikace nebo společnosti a za tím &quot;-prod&quot;. Tento suffix používáme pro odlišení od <a href="https://it-slovnik.cz/pojem/uat#:~:text=V%C3%BDznam%3A,situac%C3%ADch%20v%20souladu%20se%20specifikacemi.r" target="_blank" rel="noopener noreferrer">UAT<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> prostředí, kde probíhá schvalování nové funkcionality před nasazením do produkčního prostředí.</p></blockquote> <p>Pokud máte v tenantu uživatele, kteří nebudou aplikaci využívat, je vhodné vytvořit Security Group, kterou přiřadíte k prostředí. Návod naleznete zde: <a href="https://learn.microsoft.com/cs-cz/power-platform/admin/control-user-access" target="_blank" rel="noopener noreferrer">Řízení přístupu uživatelů k prostředím: skupiny zabezpečení a licence<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <p>Dynamics 365 a ukázková data nejsou v prostředí třeba.</p> <p><img src="/.attachments/CustomizerGuide/Tenant/newEnv2.png" alt="Tvorba nového produkčního prostředí - stránka druhá"></p> <h2 id="vytvoreni-aplikacniho-uzivatele-v-power-platform-prostredi"><a href="#vytvoreni-aplikacniho-uzivatele-v-power-platform-prostredi" class="header-anchor">#</a> Vytvoření aplikačního uživatele v Power Platform prostředí</h2> <p>Aplikační uživatel je neinteraktivní uživatel, pomocí kterého NETWORG nasazuje aplikace TALXIS do konkrétního Power Platform prostředí.</p> <h3 id="postup-vytvoreni-aplikacniho-uzivatele"><a href="#postup-vytvoreni-aplikacniho-uzivatele" class="header-anchor">#</a> Postup vytvoření aplikačního uživatele</h3> <p>Postup je popisován dokumentací Microsoft zde: <a href="https://learn.microsoft.com/en-us/power-platform/admin/manage-application-users#create-an-application-user" target="_blank" rel="noopener noreferrer">Manage application users in the Power Platform admin center - Power Platform | Microsoft Learn<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p><strong>Application ID</strong> pro <strong>aplikaci TALXIS Deployments</strong> je <strong>4ab337b1-27bc-421d-8d56-7462bbea9831</strong>. Podle toho ID můžete aplikaci rychleji vyhledat v bodě 6. postupu v dokumentaci.</p> <p>Při přiřazení rolí přiřaďte roli <strong>System Administrator</strong> (Správce systému).</p> <p>Po provedení těchto kroků je možné vzdálené nasazení TALXIS aplikace.</p> <h2 id="prideleni-podkladovych-predplatnych-microsoft-uzivatelum"><a href="#prideleni-podkladovych-predplatnych-microsoft-uzivatelum" class="header-anchor">#</a> Přidělení podkladových předplatných Microsoft uživatelům</h2> <p>Aby aplikaci mohli využívat koncoví uživatelé klienta, musí mít přidělené předplatné. Na výběr jsou dvě následující:</p> <ul><li>Power Apps Premium plan – předplatné pro konkrétního uživatele, který je oprávněn používat více PowerApps aplikací</li> <li>Power Apps Per App plan – předplatné pro konkrétní aplikaci pro konkrétního uživatele</li></ul> <h3 id="prirazeni-power-apps-premium-predplatnych-konkretnim-uzivatelum"><a href="#prirazeni-power-apps-premium-predplatnych-konkretnim-uzivatelum" class="header-anchor">#</a> Přiřazení <em>Power Apps Premium</em> předplatných konkrétním uživatelům</h3> <p>Postup přidělení předplatného je popsán zde: <a href="https://learn.microsoft.com/cs-cz/microsoft-365/admin/manage/assign-licenses-to-users?view=o365-worldwide" target="_blank" rel="noopener noreferrer">Přiřazení nebo zrušení přiřazení licencí uživatelům v Centru pro správu Microsoftu 365<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <h3 id="prirazeni-power-apps-per-app-predplatnych-konkretnim-aplikacim"><a href="#prirazeni-power-apps-per-app-predplatnych-konkretnim-aplikacim" class="header-anchor">#</a> Přiřazení <em>Power Apps Per App</em> předplatných konkrétním aplikacím</h3> <p>Postup přidělení předplatného je popsán zde: <a href="https://learn.microsoft.com/cs-cz/power-platform/admin/about-powerapps-perapp#step-two-allocate-per-app-plans" target="_blank" rel="noopener noreferrer">O Power Apps podle plánu aplikace<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p>V případě tohoto předplatného každý uživatel využije jeden <strong>„Power Apps Per App plan“</strong> pro přístup k jedné Model-Driven / Canvas aplikaci. Pokud tedy konkrétní uživatel používá více aplikací, tak každá tato aplikace konzumuje jeden <strong>„Power Apps Per App plan“</strong>.</p> <p>Například <em>TALXIS Sales</em> aplikace potřebuje pro každého uživatele dvě <em>Power Apps Per App plan</em> licence. Jedna je pro <em>TALXIS Sales</em> aplikace a druhá pro <em>App for Outlook</em>, která slouží k integraci produktu <em>Outlook</em> s TALXIS aplikacemi.</p> <h2 id="prideleni-uzivatelskych-roli-talxis"><a href="#prideleni-uzivatelskych-roli-talxis" class="header-anchor">#</a> Přidělení uživatelských rolí TALXIS</h2> <p>Jakmile dojde k úspěšnému nasazení aplikace TALXIS, každý uživatel musí obdržet správnou roli zabezpečení, aby k aplikaci mohl přistupovat.</p> <h3 id="postup-prideleni"><a href="#postup-prideleni" class="header-anchor">#</a> Postup přidělení</h3> <ol><li>V prohlížeči zadejte adresu: <a href="https://admin.powerplatform.microsoft.com/" target="_blank" rel="noopener noreferrer">https://admin.powerplatform.microsoft.com/<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li>Vyberte prostředí, ke kterému budou uživatelé přistupovat (produkci)<br> <img src="/.attachments/CustomizerGuide/Tenant/secRole1.png" alt="Přiřazení rolí zabezpečení 1"></li> <li>Klikněte na „Settings“<br> <img src="/.attachments/CustomizerGuide/Tenant/secRole2.png" alt="Přiřazení rolí zabezpečení 2"></li> <li>Vyberte „Security roles“ pod „User + permissions“<br> <img src="/.attachments/CustomizerGuide/Tenant/secRole3.png" alt="Přiřazení rolí zabezpečení 3"></li> <li>Všem uživatelům přiřaďte roli „TALXIS Baseline Access“<br> <img src="/.attachments/CustomizerGuide/Tenant/secRole4.png" alt="Přiřazení rolí zabezpečení 4"> <img src="/.attachments/CustomizerGuide/Tenant/secRole5.png" alt="Přiřazení rolí zabezpečení 5"></li> <li>Přiřaďte další bezpečnostní role dle aplikace a oprávnění jednotlivých uživatelů<br> <img src="/.attachments/CustomizerGuide/Tenant/secRole6.png" alt="Přiřazení rolí zabezpečení 6"></li></ol> <h2 id="zasady-data-loss-prevention"><a href="#zasady-data-loss-prevention" class="header-anchor">#</a> Zásady Data Loss Prevention</h2> <p>Pokud v rámci Power Platform ve Vašem tenantu využíváte zásady DLP, je nutné provést následující nastavení:</p> <p>Pro cílové prostředí by měla existovat separátní politika, která bude mít výjimku z globální politiky. Tato politika musí umožňovat použitým konektorům v rámci TALXIS řešení komunikovat napříč Power Platform a Microsoft 365. Pokud zásady DLP používáte a neproběhne toto nastavení, aplikace TALXIS nemusí správně fungovat.</p> <p>Pokud zásady DLP nevyužíváte, lze tuto sekci přeskočit.</p> <h2 id="nastaveni-outlook-integrace"><a href="#nastaveni-outlook-integrace" class="header-anchor">#</a> Nastavení Outlook Integrace</h2> <p>Pro synchronizaci aktivit (schůzky, emaily a úkoly) je potřeba pro každého uživatele zapnout server-side synchronizaci jeho mailové schránky. Detailní návod v dokumentaci Microsoftu lze nalézt zde: <a href="https://learn.microsoft.com/en-us/power-platform/admin/connect-exchange-online#configure-mailboxes" target="_blank" rel="noopener noreferrer">Connect to Exchange Online - Configure Mailboxes<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <p>Jakmile budou všechny mailové schránky nakonfigurované, nezapomeňte nastavení otestovat: <a href="https://learn.microsoft.com/en-us/power-platform/admin/connect-exchange-online#test-the-configuration-of-mailboxes" target="_blank" rel="noopener noreferrer">Connect to Exchange Online - Test the Configuration<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <p>Posledním krokem je instalace App for Outlook doplňku: <a href="https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook#step-4-install-app-for-outlook." target="_blank" rel="noopener noreferrer">How to deploy Dynamics 365 App for Outlook<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/cz/customizer-guide/tenant/configuration.md" target="_blank" rel="noopener noreferrer">Upravit tuto stránku na GitHubu</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><!----> <span class="next"><a href="/cz/customizer-guide/integration/raynet/">
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@@ -87,7 +87,7 @@
         Config
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Config
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="config"><a href="#config" class="header-anchor">#</a> Config</h1> <h2 id="foo"><a href="#foo" class="header-anchor">#</a> foo</h2> <ul><li>Type: <code>string</code></li> <li>Default: <code>/</code></li></ul> <h2 id="bar"><a href="#bar" class="header-anchor">#</a> bar</h2> <ul><li>Type: <code>string</code></li> <li>Default: <code>/</code></li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/config/README.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <!----> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
-    <script src="/assets/js/app.597aaffc.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-Config--7ca0ef47.6666d8d4.js" defer></script>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="config"><a href="#config" class="header-anchor">#</a> Config</h1> <h2 id="foo"><a href="#foo" class="header-anchor">#</a> foo</h2> <ul><li>Type: <code>string</code></li> <li>Default: <code>/</code></li></ul> <h2 id="bar"><a href="#bar" class="header-anchor">#</a> bar</h2> <ul><li>Type: <code>string</code></li> <li>Default: <code>/</code></li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/config/README.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <!----> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
+    <script src="/assets/js/app.c5d32722.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-Config--7ca0ef47.b1d0e4f2.js" defer></script>
   </body>
 </html>
diff --git a/en/customizer-guide/index.html b/en/customizer-guide/index.html
index f8ed9dfc2..2c4a40d88 100644
--- a/en/customizer-guide/index.html
+++ b/en/customizer-guide/index.html
@@ -18,7 +18,7 @@
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         Configure contract review and approval
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Configure contract review and approval
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/#where-to-find-the-configuration" class="anchor-link"><div>Where to find the configuration</div></a></li><li class="anchor anchor2"><a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/#create-a-configuration-record" class="anchor-link"><div>Create a configuration record</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="configure-contract-review-and-approval"><a href="#configure-contract-review-and-approval" class="header-anchor">#</a> Configure contract review and approval</h1> <p>This part of the documentation is <strong>important</strong> for review and approval to work properly. Without creating a configuration, the processes in the background don't work.</p> <p>Configuration is done through <strong>TALXIS Configuration - Contract Review</strong> entity records. You can find it in the <strong>Settings</strong> area in the TALXIS Contract application.</p> <p>You specify the users for the review and approval process in this configuration. You can also create more configurations for different contracts. They will be chosen based on the contract attribute values you specify.</p> <h2 id="where-to-find-the-configuration"><a href="#where-to-find-the-configuration" class="header-anchor">#</a> Where to find the configuration</h2> <p>Review and approval configuration records are located in the <strong>Settings</strong> area, in the <strong>Review</strong> subarea.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-1.png" alt="Review Subarea"></p> <h2 id="create-a-configuration-record"><a href="#create-a-configuration-record" class="header-anchor">#</a> Create a configuration record</h2> <ol><li>Navigate to the <strong>Settings</strong> area, to the <strong>Review</strong> subarea, click the <strong>New</strong> button.</li></ol> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-2.png" alt="Review Subarea New Record"></p> <ol start="2"><li>Fill in the <strong>Name</strong> attribute and click the <strong>Save</strong> button.</li></ol> <p>The record must be saved before we can continue to the next steps.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-3.png" alt="Saved New Record"></p> <ol start="3"><li>Fill in the <strong>Query</strong>. (<em>optional</em>)</li></ol> <p>Thanks to the query, you can choose on which contracts this configuration is used. It is based on contract attribute values - Type, Contract Number, Counterparty, etc.</p> <div class="custom-block tip"><p class="custom-block-title">Tips</p> <p>How to create a query for <strong>Type of the Contract</strong>:</p> <p>1.Click the <strong>Add</strong> button and choose to <strong>Add row</strong>.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-4.png" alt="Query Add Row"></p> <p>2.Choose the <strong>Type of the Contract</strong> attribute in the first column.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-5.png" alt="Query Attibute"></p> <ol start="3"><li><p>Leave the <strong>Equals</strong> operator in the second column because we want only those contracts with the type we specify in the next step.</p></li> <li><p>Pick the type you want in the third column.</p></li></ol> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-6.png" alt="Attribute Value"></p> <p>This configuration will be applied only on the contracts with the <strong>Type of the Contract</strong> you chose.</p></div> <ol start="4"><li>Choose users for the process.</li></ol> <p>You'll find three sections on the bottom where you can add existing users as reviewers, admins, representatives. These users will be picked from this configuration during the review and approval process. Click here to learn more about their responsibilities: <a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/">Roles in the contract process</a>.</p> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>Each section needs to have at least one user assigned. The process won't work without it.</p></div> <div class="custom-block tip"><p class="custom-block-title">Tips</p> <p>Add a user as a reviewer:</p> <ol><li>Find the <strong>Reviewers</strong> section and click the <strong>Add Existing User</strong> button.</li></ol> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-7.png" alt="Add A Reviewer"></p> <ol start="2"><li>Look up the users, select them and click the <strong>Add</strong> button.</li></ol> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-8.png" alt="Add A Reviewer"></p> <ol start="3"><li>Selected users should appear in the grid in a few seconds.</li></ol></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/customizer-guide/modules/contract/configure-contract-review-and-approval.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/customizer-guide/modules/contract/configure-processes/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/#where-to-find-the-configuration" class="anchor-link"><div>Where to find the configuration</div></a></li><li class="anchor anchor2"><a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/#create-a-configuration-record" class="anchor-link"><div>Create a configuration record</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="configure-contract-review-and-approval"><a href="#configure-contract-review-and-approval" class="header-anchor">#</a> Configure contract review and approval</h1> <p>This part of the documentation is <strong>important</strong> for review and approval to work properly. Without creating a configuration, the processes in the background don't work.</p> <p>Configuration is done through <strong>TALXIS Configuration - Contract Review</strong> entity records. You can find it in the <strong>Settings</strong> area in the TALXIS Contract application.</p> <p>You specify the users for the review and approval process in this configuration. You can also create more configurations for different contracts. They will be chosen based on the contract attribute values you specify.</p> <h2 id="where-to-find-the-configuration"><a href="#where-to-find-the-configuration" class="header-anchor">#</a> Where to find the configuration</h2> <p>Review and approval configuration records are located in the <strong>Settings</strong> area, in the <strong>Review</strong> subarea.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-1.png" alt="Review Subarea"></p> <h2 id="create-a-configuration-record"><a href="#create-a-configuration-record" class="header-anchor">#</a> Create a configuration record</h2> <ol><li>Navigate to the <strong>Settings</strong> area, to the <strong>Review</strong> subarea, click the <strong>New</strong> button.</li></ol> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-2.png" alt="Review Subarea New Record"></p> <ol start="2"><li>Fill in the <strong>Name</strong> attribute and click the <strong>Save</strong> button.</li></ol> <p>The record must be saved before we can continue to the next steps.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-3.png" alt="Saved New Record"></p> <ol start="3"><li>Fill in the <strong>Query</strong>. (<em>optional</em>)</li></ol> <p>Thanks to the query, you can choose on which contracts this configuration is used. It is based on contract attribute values - Type, Contract Number, Counterparty, etc.</p> <div class="custom-block tip"><p class="custom-block-title">Tips</p> <p>How to create a query for <strong>Type of the Contract</strong>:</p> <p>1.Click the <strong>Add</strong> button and choose to <strong>Add row</strong>.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-4.png" alt="Query Add Row"></p> <p>2.Choose the <strong>Type of the Contract</strong> attribute in the first column.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-5.png" alt="Query Attibute"></p> <ol start="3"><li><p>Leave the <strong>Equals</strong> operator in the second column because we want only those contracts with the type we specify in the next step.</p></li> <li><p>Pick the type you want in the third column.</p></li></ol> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-6.png" alt="Attribute Value"></p> <p>This configuration will be applied only on the contracts with the <strong>Type of the Contract</strong> you chose.</p></div> <ol start="4"><li>Choose users for the process.</li></ol> <p>You'll find three sections on the bottom where you can add existing users as reviewers, admins, representatives. These users will be picked from this configuration during the review and approval process. Click here to learn more about their responsibilities: <a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/">Roles in the contract process</a>.</p> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>Each section needs to have at least one user assigned. The process won't work without it.</p></div> <div class="custom-block tip"><p class="custom-block-title">Tips</p> <p>Add a user as a reviewer:</p> <ol><li>Find the <strong>Reviewers</strong> section and click the <strong>Add Existing User</strong> button.</li></ol> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-7.png" alt="Add A Reviewer"></p> <ol start="2"><li>Look up the users, select them and click the <strong>Add</strong> button.</li></ol> <p><img src="/.attachments/CustomizerGuide/Contract/configure-contract-review-and-approval-8.png" alt="Add A Reviewer"></p> <ol start="3"><li>Selected users should appear in the grid in a few seconds.</li></ol></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/customizer-guide/modules/contract/configure-contract-review-and-approval.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/customizer-guide/modules/contract/configure-processes/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Configure processes
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Configure processes
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/customizer-guide/modules/contract/configure-processes/#where-to-find-the-page" class="anchor-link"><div>Where to find the page</div></a></li><li class="anchor anchor2"><a href="/en/customizer-guide/modules/contract/configure-processes/#list-of-configurations" class="anchor-link"><div>List of configurations</div></a></li><li class="anchor anchor2"><a href="/en/customizer-guide/modules/contract/configure-processes/#edit-the-configuration" class="anchor-link"><div>Edit the configuration</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="configure-processes"><a href="#configure-processes" class="header-anchor">#</a> Configure processes</h1> <p><img src="/.attachments/CustomizerGuide/Contract/configure-processes-1.png" alt="Configuration Page"></p> <p>We have created a friendly configuration page where you'll find everything you need to configure for your processes.</p> <p>You can change here for example length of the review or notice period, configure the electronic signature, or navigate to review and approval configuration.</p> <p>Each row has a hint to help you understand what you are configuring. The hint appears/disappears when you click on the blue bulb.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-processes-2.png" alt="Configuration Page"></p> <h2 id="where-to-find-the-page"><a href="#where-to-find-the-page" class="header-anchor">#</a> Where to find the page</h2> <p>The configuration page is located in the <strong>Settings</strong> area in the <strong>Processes</strong> subarea.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-processes-4.png" alt="Configuration Page"></p> <h2 id="list-of-configurations"><a href="#list-of-configurations" class="header-anchor">#</a> List of configurations</h2> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Default Review Length in Days</strong></td> <td><em>Number</em></td> <td>This number defines, how long is the review. The <strong>Review Deadline</strong> date is calculated from this number.</td></tr> <tr><td><strong>Default Notice Period Length in Days</strong></td> <td><em>Number</em></td> <td>This number defines how long is the notice period. It is used to calculate when a notification for contract validity end is sent to users.</td></tr> <tr><td><strong>Use Electronic Signature</strong></td> <td><em>Yes/No</em></td> <td>This enables/disables the electronic signature for this environment.</td></tr> <tr><td><strong>Signi Worksapce Id</strong></td> <td><em>Text</em></td> <td>When you use the electronic signature, you need to specify this id, so it could link to your Signi workspace.</td></tr> <tr><td><strong>Review and Approval</strong></td> <td><em>Button</em></td> <td>This button will navigate you to review and approval configuration. More about it here: <a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/">Review and approval configuration</a></td></tr></tbody></table> <h2 id="edit-the-configuration"><a href="#edit-the-configuration" class="header-anchor">#</a> Edit the configuration</h2> <ol><li>Navigate to the configuration page in the <strong>Settings</strong> area.</li></ol> <p><img src="/.attachments/CustomizerGuide/Contract/configure-processes-4.png" alt="Configuration Page"></p> <ol start="2"><li>Change the attributes.</li> <li>Click the <strong>Save</strong> button in the right bottom corner.</li></ol> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>You have to click the <strong>Save</strong> button. If you go out of the configuration page without doing so, the new data won't save.</p></div> <p><img src="/.attachments/CustomizerGuide/Contract/configure-processes-3.png" alt="Save Button"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/customizer-guide/modules/contract/configure-processes.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/customizer-guide/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/customizer-guide/modules/contract/configure-processes/#where-to-find-the-page" class="anchor-link"><div>Where to find the page</div></a></li><li class="anchor anchor2"><a href="/en/customizer-guide/modules/contract/configure-processes/#list-of-configurations" class="anchor-link"><div>List of configurations</div></a></li><li class="anchor anchor2"><a href="/en/customizer-guide/modules/contract/configure-processes/#edit-the-configuration" class="anchor-link"><div>Edit the configuration</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="configure-processes"><a href="#configure-processes" class="header-anchor">#</a> Configure processes</h1> <p><img src="/.attachments/CustomizerGuide/Contract/configure-processes-1.png" alt="Configuration Page"></p> <p>We have created a friendly configuration page where you'll find everything you need to configure for your processes.</p> <p>You can change here for example length of the review or notice period, configure the electronic signature, or navigate to review and approval configuration.</p> <p>Each row has a hint to help you understand what you are configuring. The hint appears/disappears when you click on the blue bulb.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-processes-2.png" alt="Configuration Page"></p> <h2 id="where-to-find-the-page"><a href="#where-to-find-the-page" class="header-anchor">#</a> Where to find the page</h2> <p>The configuration page is located in the <strong>Settings</strong> area in the <strong>Processes</strong> subarea.</p> <p><img src="/.attachments/CustomizerGuide/Contract/configure-processes-4.png" alt="Configuration Page"></p> <h2 id="list-of-configurations"><a href="#list-of-configurations" class="header-anchor">#</a> List of configurations</h2> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Default Review Length in Days</strong></td> <td><em>Number</em></td> <td>This number defines, how long is the review. The <strong>Review Deadline</strong> date is calculated from this number.</td></tr> <tr><td><strong>Default Notice Period Length in Days</strong></td> <td><em>Number</em></td> <td>This number defines how long is the notice period. It is used to calculate when a notification for contract validity end is sent to users.</td></tr> <tr><td><strong>Use Electronic Signature</strong></td> <td><em>Yes/No</em></td> <td>This enables/disables the electronic signature for this environment.</td></tr> <tr><td><strong>Signi Worksapce Id</strong></td> <td><em>Text</em></td> <td>When you use the electronic signature, you need to specify this id, so it could link to your Signi workspace.</td></tr> <tr><td><strong>Review and Approval</strong></td> <td><em>Button</em></td> <td>This button will navigate you to review and approval configuration. More about it here: <a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/">Review and approval configuration</a></td></tr></tbody></table> <h2 id="edit-the-configuration"><a href="#edit-the-configuration" class="header-anchor">#</a> Edit the configuration</h2> <ol><li>Navigate to the configuration page in the <strong>Settings</strong> area.</li></ol> <p><img src="/.attachments/CustomizerGuide/Contract/configure-processes-4.png" alt="Configuration Page"></p> <ol start="2"><li>Change the attributes.</li> <li>Click the <strong>Save</strong> button in the right bottom corner.</li></ol> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>You have to click the <strong>Save</strong> button. If you go out of the configuration page without doing so, the new data won't save.</p></div> <p><img src="/.attachments/CustomizerGuide/Contract/configure-processes-3.png" alt="Save Button"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/customizer-guide/modules/contract/configure-processes.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/customizer-guide/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -89,11 +89,11 @@
         Configure People Module
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Configure People Module
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="configure-people-module"><a href="#configure-people-module" class="header-anchor">#</a> Configure People Module</h1> <p>This is a configuration guide for the people module product of the TALXIS family.</p> <ol><li><a href="/en/customizer-guide/modules/people/provision-approvals.html">Provision Approvals</a></li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/customizer-guide/modules/people/configure-people.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="configure-people-module"><a href="#configure-people-module" class="header-anchor">#</a> Configure People Module</h1> <p>This is a configuration guide for the people module product of the TALXIS family.</p> <ol><li><a href="/en/customizer-guide/modules/people/provision-approvals.html">Provision Approvals</a></li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/customizer-guide/modules/people/configure-people.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Review and Approval
       </a></span> <span class="next"><a href="/en/customizer-guide/modules/people/provision-approvals/">
         Provision Approvals
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diff --git a/en/customizer-guide/modules/people/provision-approvals/index.html b/en/customizer-guide/modules/people/provision-approvals/index.html
index 5355d9d1f..695e9d936 100644
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+++ b/en/customizer-guide/modules/people/provision-approvals/index.html
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 <img src="/.attachments/en/customizer-guide/modules/people/provision-approvals/provision-approvals-flow-approval-action-details.png" alt="Provision Approvals Flow Action Details"></li> <li>Now test the flow manually
 <img src="/.attachments/en/customizer-guide/modules/people/provision-approvals/provision-approvals-test-flow.png" alt="Provision Approvals Flow Test"> <img src="/.attachments/en/customizer-guide/modules/people/provision-approvals/provision-approvals-test-flow-2.png" alt="Provision Approvals Flow Test"></li> <li>Once your flow is running, solutions will be provisioned on the background</li> <li>Cancel the running flow by navigating back to the flow card and reopening the run you have triggered
 <img src="/.attachments/en/customizer-guide/modules/people/provision-approvals/provision-approvals-cancel-flow-run.png" alt="Provision Approvals Cancel Flow Run"></li> <li>You can go back and delete the flow; provisioning will not be canceled on the background
-<img src="/.attachments/en/customizer-guide/modules/people/provision-approvals/provision-approvals-delete-flow.png" alt="Provision Approvals Delete Flow"></li> <li>Wait up to 15 minutes and <a href="#check-for-provisioned-solutions">check for provisioned solutions</a></li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/customizer-guide/modules/people/provision-approvals.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/customizer-guide/modules/people/configure-people/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<img src="/.attachments/en/customizer-guide/modules/people/provision-approvals/provision-approvals-delete-flow.png" alt="Provision Approvals Delete Flow"></li> <li>Wait up to 15 minutes and <a href="#check-for-provisioned-solutions">check for provisioned solutions</a></li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/customizer-guide/modules/people/provision-approvals.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/customizer-guide/modules/people/configure-people/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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index a8e3fb4b2..1ca878c59 100644
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Manage a configuration
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/customizer-guide/modules/procurement/configure-procurement/#where-to-find-the-configuration" class="anchor-link"><div>Where to find the configuration</div></a></li><li class="anchor anchor2"><a href="/en/customizer-guide/modules/procurement/configure-procurement/#create-a-configuration-record" class="anchor-link"><div>Create a configuration record</div></a></li><li class="anchor anchor2"><a href="/en/customizer-guide/modules/procurement/configure-procurement/#add-chief-approver" class="anchor-link"><div>Add chief approver</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="manage-a-configuration"><a href="#manage-a-configuration" class="header-anchor">#</a> Manage a configuration</h1> <p>This part of the documentation is <strong>important</strong> for approval process to work properly. Without creating a configuration, the processes in the background don't work.</p> <p>Configuration is done through <strong>TALXIS Configuration - Purchase approval</strong> entity records. You can find it in the <strong>Settings area</strong> in the TALXIS procurement application.</p> <h2 id="where-to-find-the-configuration"><a href="#where-to-find-the-configuration" class="header-anchor">#</a> Where to find the configuration</h2> <p>Purchase configuration records are located in the <strong>Settings</strong> area, in the <strong>TALXIS Configuration - Purchase approval</strong></p> <p><img src="/.attachments/CustomizerGuide/Procurement/procurementConfigView.png" alt="View of configurations"></p> <h2 id="create-a-configuration-record"><a href="#create-a-configuration-record" class="header-anchor">#</a> Create a configuration record</h2> <ol><li>Navigate to <strong>Settings</strong> area.</li> <li>Select <strong>TALXIS Configuration - Purchase approval</strong> subarea and select <strong>New</strong>.<br> <img src="/.attachments/CustomizerGuide/Procurement/procurementNewConfiguration.png" alt="Create new configuration"></li></ol> <p>After pressing the <strong>New</strong> button, the purchase invoice form will open. More about forms <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">here</a>.</p> <p><img src="/.attachments/CustomizerGuide/Procurement/procurementConfigForm.png" alt="Procurement configuration"></p> <ol start="3"><li>Fill in a form.</li></ol> <table><thead><tr><th>Field</th> <th style="text-align:left;">Definition</th></tr></thead> <tbody><tr><td>Configuration Name</td> <td style="text-align:left;">Name for the given configuration.</td></tr> <tr><td>Accounting Email</td> <td style="text-align:left;">Users who belong to the accounting department.</td></tr> <tr><td>Approval Reminder</td> <td style="text-align:left;">After how many hours an alert should arrive for a pending Approval.</td></tr> <tr><td>Due Date Reminder</td> <td style="text-align:left;">How many days before the due date of the invoice should be user notified.</td></tr> <tr><td>Check Availability In Next Hours</td> <td style="text-align:left;">After how many hours to check if the user is available for Approval.</td></tr> <tr><td>All Must Approve Above Limit</td> <td style="text-align:left;">An invoice that must be approved by the chief approvers if the invoice exceeds the given price.</td></tr></tbody></table> <ol start="4"><li>Save the form<br>
-The saved form should look like the photo below.</li></ol> <p><img src="/.attachments/CustomizerGuide/Procurement/filledProcurementConfigForm.png" alt="Filled in procurement configuration form"></p> <h2 id="add-chief-approver"><a href="#add-chief-approver" class="header-anchor">#</a> Add chief approver</h2> <p>After saving the form, it is possible to add chief approvers. Just press the <strong>Add existing User</strong> button and select a user.</p> <p><strong>Subgrid with chief approvers and button to add existing user</strong><br> <img src="/.attachments/CustomizerGuide/Procurement/addChiefApprover.png" alt="Add chief approver"></p> <p><strong>Select and add user</strong><br> <img src="/.attachments/CustomizerGuide/Procurement/addChiefApproverQuickCreate.png" alt="Add chief approver"></p> <p><strong>Added user to chief approvers subgrid</strong><br> <img src="/.attachments/CustomizerGuide/Procurement/addedChiefApprover.png" alt="Add chief approver"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/customizer-guide/modules/procurement/configure-procurement.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/customizer-guide/modules/people/provision-approvals/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+The saved form should look like the photo below.</li></ol> <p><img src="/.attachments/CustomizerGuide/Procurement/filledProcurementConfigForm.png" alt="Filled in procurement configuration form"></p> <h2 id="add-chief-approver"><a href="#add-chief-approver" class="header-anchor">#</a> Add chief approver</h2> <p>After saving the form, it is possible to add chief approvers. Just press the <strong>Add existing User</strong> button and select a user.</p> <p><strong>Subgrid with chief approvers and button to add existing user</strong><br> <img src="/.attachments/CustomizerGuide/Procurement/addChiefApprover.png" alt="Add chief approver"></p> <p><strong>Select and add user</strong><br> <img src="/.attachments/CustomizerGuide/Procurement/addChiefApproverQuickCreate.png" alt="Add chief approver"></p> <p><strong>Added user to chief approvers subgrid</strong><br> <img src="/.attachments/CustomizerGuide/Procurement/addedChiefApprover.png" alt="Add chief approver"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/customizer-guide/modules/procurement/configure-procurement.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/customizer-guide/modules/people/provision-approvals/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/FileExplorer/actions/#actions" class="anchor-link"><div>Actions</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/controls/FileExplorer/actions/#new" class="anchor-link"><div>New</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/controls/FileExplorer/actions/#upload" class="anchor-link"><div>Upload</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/controls/FileExplorer/actions/#sync-to-device" class="anchor-link"><div>Sync to device</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/FileExplorer/actions/#rest-will-be-added" class="anchor-link"><div>REST WILL BE ADDED</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="capabilities-wip"><a href="#capabilities-wip" class="header-anchor">#</a> Capabilities - WIP</h1> <p>In File Explorer, you can do many actions which are available in Sharepoint and even some more. Here is the list.</p> <h2 id="actions"><a href="#actions" class="header-anchor">#</a> Actions</h2> <p>Please keep in mind that by the time this documentation is written only Sharepoint as provider and Path Mode is supported.
 If no one extended this documentation, then these action are describing behavior with this setup.</p> <h3 id="new"><a href="#new" class="header-anchor">#</a> New</h3> <p><img src="/.attachments/applications/Controls/FileExplorer/fileexplorer_actions_new.png" alt="New"></p> <p>This button is located in <strong>Header Command Bar</strong>. More than one action is located under that:</p> <h4 id="folder"><a href="#folder" class="header-anchor">#</a> Folder</h4> <p>Creates new folder. New folder dialog appears for user to enter folder name. After confirmation the folder is created and list of items is refreshed.</p> <h4 id="new-document"><a href="#new-document" class="header-anchor">#</a> New document</h4> <p>Creates new document. You can create new Word, Excel or PowerPoint document. After selecting desired document type the dialog to enter document name appears. After entering the name and confirmation the document is created and it opens in new tab.</p> <h4 id="from-template"><a href="#from-template" class="header-anchor">#</a> From template</h4> <p><img src="/.attachments/applications/Controls/FileExplorer/fileexplorer_actions_template.png" alt="New template"></p> <p>Two options are hidden under this button:</p> <ul><li>Create new template
 <ul><li>Opens Document Template form. User can create one and publish it to be able to use it in File Explorer.</li></ul></li> <li>Generate document from template
-<ul><li>Based on environment setup users can select published matching template and generate a document. More info <a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating.html">here</a>.</li></ul></li></ul> <h3 id="upload"><a href="#upload" class="header-anchor">#</a> Upload</h3> <p>Available in Header Command Bar. After triggering the action file selection pops up and you can upload a document from your device. After file selection user is prompted to classify uploaded document but it can be skipped.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/fileexplorer_actions_upload.png" alt="Upload"></p> <h3 id="sync-to-device"><a href="#sync-to-device" class="header-anchor">#</a> Sync to device</h3> <p>Starts synchronizing current folder to local machine via OneDrive.</p> <h2 id="rest-will-be-added"><a href="#rest-will-be-added" class="header-anchor">#</a> REST WILL BE ADDED</h2></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/actions.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/FileExplorer/general/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li>Based on environment setup users can select published matching template and generate a document. More info <a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating.html">here</a>.</li></ul></li></ul> <h3 id="upload"><a href="#upload" class="header-anchor">#</a> Upload</h3> <p>Available in Header Command Bar. After triggering the action file selection pops up and you can upload a document from your device. After file selection user is prompted to classify uploaded document but it can be skipped.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/fileexplorer_actions_upload.png" alt="Upload"></p> <h3 id="sync-to-device"><a href="#sync-to-device" class="header-anchor">#</a> Sync to device</h3> <p>Starts synchronizing current folder to local machine via OneDrive.</p> <h2 id="rest-will-be-added"><a href="#rest-will-be-added" class="header-anchor">#</a> REST WILL BE ADDED</h2></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/actions.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/FileExplorer/general/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Collaboration Workspaces
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#collaboration-workspace-template" class="anchor-link"><div>Collaboration Workspace Template</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#record-fetching" class="anchor-link"><div>Record fetching</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#file-explorer-settings" class="anchor-link"><div>File Explorer Settings</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#collaboration-workspace-item" class="anchor-link"><div>Collaboration Workspace Item</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#folder-structure-generation" class="anchor-link"><div>Folder Structure Generation</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#collaboration-workspace-instance" class="anchor-link"><div>Collaboration Workspace Instance</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#summary" class="anchor-link"><div>Summary</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="collaboration-workspaces"><a href="#collaboration-workspaces" class="header-anchor">#</a> Collaboration Workspaces</h1> <p>The Collaboration Workspace Entities play a crucial role in configuring and fine-tuning the settings of the File Explorer control. File Explorer will not function without them. The entire File Explorer setup is located in the TALXIS Admin App, under the Documents section.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_talxisadminapp.png" alt="File Explorer Admin App"></p> <p>Let's delve into the key components of these entities.</p> <h2 id="collaboration-workspace-template"><a href="#collaboration-workspace-template" class="header-anchor">#</a> Collaboration Workspace Template</h2> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworspace_templateform.png" alt="Collaboration Workspace Template Form"></p> <p>This is the place where you set up File Explorer settings. Collaboration Workspace Template records are retrieved from the environment by entity and, if specified, by query as well. The second option is to have a record specified in the control binding.
-The user is prompted to create a new record if no matching record exists.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_notfound.png" alt="No Collaboration Workspace found"></p> <h3 id="record-fetching"><a href="#record-fetching" class="header-anchor">#</a> Record fetching</h3> <p>Collaboration Template records are matched first by entities and, if present, then by queries.</p> <p>For example, when creating a setup for File Explorer bound to a form of the Account entity, the Entity Name is specified as 'account'. Additionally, because the Internal ID attribute is used in the Liquid path, a simple query is included to ensure that path creation is triggered only when all values in the path are present. This practice is strongly recommended.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_recordfetching.png" alt="Record Fetching"></p> <p>By using matching records, we can have multiple settings for one bound File Explorer. For example, you can have one SharePoint site for accounts of type 'Internal' and another for the rest. It can also point to the same site but a different location. You can possibly take it to the extreme and have a specific configuration for each address. Your options are limitless in this case! 🤯</p> <h3 id="file-explorer-settings"><a href="#file-explorer-settings" class="header-anchor">#</a> File Explorer Settings</h3> <p>This is where you configure the File Explorer behavior. It's essentially the same configuration as in the File Picker binding. In this case, it has been moved here to allow changes in the target environment.</p> <p>Each configuration has an explanation written below it.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_settings.png" alt="File Explorer Settings"></p> <ul><li><strong>Default Opener:</strong> Set the primary way to open documents such as Word, Excel, PowerPoint.</li> <li><strong>File Explorer Mode:</strong> Path/List. Only Path is currently supported.</li> <li><strong>File Explorer Provider:</strong> Sharepoint/Environment File System. Only Sharepoint is currently supported.</li> <li><strong>Show Root Folder Name:</strong> Use this field if you do not want to display the folder name if the user's current working directory is set to root of the <em>File Explorer</em> control instance.</li> <li><strong>Root Folder Name:</strong> Use this field if you do not want to display the name of the last folder in the path.</li> <li><strong>Lock on Disable:</strong> If you wish to disable some functionality, such as recording or deleting, on inactive records, select Yes here.</li> <li><strong>Hide Header Buttons:</strong> There are always buttons in the header to create and upload a file. When you select Yes, action buttons for existing files appear in the header when you select two or more files. In this mode, individual files are interacted with by buttons directly on the file line. Otherwise, the action buttons appear in the header when one or more files are selected.</li> <li><strong>Hide File Classification Dialog:</strong> A dialog that contains the Language and File Type fields, which the user must fill in each time a file is uploaded.</li> <li><a href="/en/developer-guide/applications/controls/FileExplorer/custom-view-columns"><strong>DEPRECATED</strong></a> <strong>Columns to be Shown:</strong> Enter the columns you wish to display here. Separate the individual columns with a comma. Currently available column names: datemodified.</li> <li><strong>Event Handlers:</strong> Support for this functionality will be added in future releases.</li> <li><strong>Expand Query:</strong> The query to get data from related records of the source record the <em>File Explorer</em> control instance is bound to. Contact your administrator for setup help.</li> <li><strong>Folder Path:</strong> The path to the destination folder in Sharepoint Online. Separate folders with '/'. Path supports the LIQUID markup language. Contact your administrator for setup help.</li> <li><strong>Graph Filter Query:</strong> A filter used by the File Explorer to correctly find the target site in Sharepoint Online. Contact your administrator for setup help.</li> <li><strong>Form ID:</strong> Enter the main form ID for the file metadata here. Default value is 357117a8-ac48-ee11-be6d-000d3adc1f33.</li> <li><strong>File Record Expand Query:</strong> It is possible to expand file record with related data for custom view columns. Typically this will be used for files related to a specific record such as contract through <code>talxis_regardingobjectid</code> lookup.</li></ul> <p>Ask WAS for help if needed.</p> <h2 id="collaboration-workspace-item"><a href="#collaboration-workspace-item" class="header-anchor">#</a> Collaboration Workspace Item</h2> <p>You can locate them in the sitemap, but the optimal approach is to navigate directly from the Collaboration Workspace Template form. In the context of File Explorer, these records serve as templates for scaffolding folder structures. If any records are present when File Explorer is initially initialized with a specific record, they are created as folders.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_itemssubgrid.png" alt="Collab Workspace Items Subgrid"></p> <h3 id="folder-structure-generation"><a href="#folder-structure-generation" class="header-anchor">#</a> Folder Structure Generation</h3> <p>Each record of this entity represents one created folder.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_itemform.png" alt="Collab Workspace Items Form"></p> <h4 id="structure"><a href="#structure" class="header-anchor">#</a> Structure</h4> <p>The structure itself is created using the 'Parent Folder' and 'Child Items' attributes. You begin by creating top-level folders, and then you can add the desired number of nested folders.</p> <h4 id="conditional-creation"><a href="#conditional-creation" class="header-anchor">#</a> Conditional Creation</h4> <p>You can further adjust the folder structure by using 'Entity Name' and 'Query.' If these are not specified or do not match the current record, the folder does not get created.</p> <h4 id="folder-name"><a href="#folder-name" class="header-anchor">#</a> Folder Name</h4> <p>The folder name is taken from the record name, or you can use the Item Name Template and write Liquid in there. The name is resolved from the data on your record.</p> <h2 id="collaboration-workspace-instance"><a href="#collaboration-workspace-instance" class="header-anchor">#</a> Collaboration Workspace Instance</h2> <p>Records of this entity are created each time someone loads File Explorer on an entity form, and if no matching Collaboration Workspace Instance exists. This approach makes sense for several reasons:</p> <ul><li>You can have a static path to a SharePoint Site that remains the same even if someone changes settings in the related Collaboration Workspace Template record.</li> <li>Information about finished scaffolding is saved here.</li></ul> <p>You can view them all in the TALXIS Admin App, and, of course, you can access them from the Collaboration Workspace Template form.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_itemform.png" alt="Collab Workspace Items Form"></p> <p>There is simple form present in TALXIS Admin app where you can see state of instance:</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_instanceform.png" alt="Collab Workspace Items Form"></p> <p>If something went wrong, you can always delete a record here and force File Explorer to initialize a new one. This is particularly handy for correcting issues with the Collaboration Workspace Template record setup.</p> <h2 id="summary"><a href="#summary" class="header-anchor">#</a> Summary</h2> <ul><li>You have to have a Collaboration Workspace Template record created and correctly set up for File Explorer to work.</li> <li>If you wish to generate a folder structure, you need to create Collaboration Workspace Item records.</li> <li>Collaboration Workspace Instance records represent the created folder path for a specific record, and they are generated automatically.</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/FileExplorer/actions/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+The user is prompted to create a new record if no matching record exists.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_notfound.png" alt="No Collaboration Workspace found"></p> <h3 id="record-fetching"><a href="#record-fetching" class="header-anchor">#</a> Record fetching</h3> <p>Collaboration Template records are matched first by entities and, if present, then by queries.</p> <p>For example, when creating a setup for File Explorer bound to a form of the Account entity, the Entity Name is specified as 'account'. Additionally, because the Internal ID attribute is used in the Liquid path, a simple query is included to ensure that path creation is triggered only when all values in the path are present. This practice is strongly recommended.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_recordfetching.png" alt="Record Fetching"></p> <p>By using matching records, we can have multiple settings for one bound File Explorer. For example, you can have one SharePoint site for accounts of type 'Internal' and another for the rest. It can also point to the same site but a different location. You can possibly take it to the extreme and have a specific configuration for each address. Your options are limitless in this case! 🤯</p> <h3 id="file-explorer-settings"><a href="#file-explorer-settings" class="header-anchor">#</a> File Explorer Settings</h3> <p>This is where you configure the File Explorer behavior. It's essentially the same configuration as in the File Picker binding. In this case, it has been moved here to allow changes in the target environment.</p> <p>Each configuration has an explanation written below it.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_settings.png" alt="File Explorer Settings"></p> <ul><li><strong>Default Opener:</strong> Set the primary way to open documents such as Word, Excel, PowerPoint.</li> <li><strong>File Explorer Mode:</strong> Path/List. Only Path is currently supported.</li> <li><strong>File Explorer Provider:</strong> Sharepoint/Environment File System. Only Sharepoint is currently supported.</li> <li><strong>Show Root Folder Name:</strong> Use this field if you do not want to display the folder name if the user's current working directory is set to root of the <em>File Explorer</em> control instance.</li> <li><strong>Root Folder Name:</strong> Use this field if you do not want to display the name of the last folder in the path.</li> <li><strong>Lock on Disable:</strong> If you wish to disable some functionality, such as recording or deleting, on inactive records, select Yes here.</li> <li><strong>Hide Header Buttons:</strong> There are always buttons in the header to create and upload a file. When you select Yes, action buttons for existing files appear in the header when you select two or more files. In this mode, individual files are interacted with by buttons directly on the file line. Otherwise, the action buttons appear in the header when one or more files are selected.</li> <li><strong>Hide File Classification Dialog:</strong> A dialog that contains the Language and File Type fields, which the user must fill in each time a file is uploaded.</li> <li><a href="/en/developer-guide/applications/controls/FileExplorer/custom-view-columns"><strong>DEPRECATED</strong></a> <strong>Columns to be Shown:</strong> Enter the columns you wish to display here. Separate the individual columns with a comma. Currently available column names: datemodified.</li> <li><strong>Event Handlers:</strong> Support for this functionality will be added in future releases.</li> <li><strong>Expand Query:</strong> The query to get data from related records of the source record the <em>File Explorer</em> control instance is bound to. Contact your administrator for setup help.</li> <li><strong>Folder Path:</strong> The path to the destination folder in Sharepoint Online. Separate folders with '/'. Path supports the LIQUID markup language. Contact your administrator for setup help.</li> <li><strong>Graph Filter Query:</strong> A filter used by the File Explorer to correctly find the target site in Sharepoint Online. Contact your administrator for setup help.</li> <li><strong>Form ID:</strong> Enter the main form ID for the file metadata here. Default value is 357117a8-ac48-ee11-be6d-000d3adc1f33.</li> <li><strong>File Record Expand Query:</strong> It is possible to expand file record with related data for custom view columns. Typically this will be used for files related to a specific record such as contract through <code>talxis_regardingobjectid</code> lookup.</li></ul> <p>Ask WAS for help if needed.</p> <h2 id="collaboration-workspace-item"><a href="#collaboration-workspace-item" class="header-anchor">#</a> Collaboration Workspace Item</h2> <p>You can locate them in the sitemap, but the optimal approach is to navigate directly from the Collaboration Workspace Template form. In the context of File Explorer, these records serve as templates for scaffolding folder structures. If any records are present when File Explorer is initially initialized with a specific record, they are created as folders.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_itemssubgrid.png" alt="Collab Workspace Items Subgrid"></p> <h3 id="folder-structure-generation"><a href="#folder-structure-generation" class="header-anchor">#</a> Folder Structure Generation</h3> <p>Each record of this entity represents one created folder.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_itemform.png" alt="Collab Workspace Items Form"></p> <h4 id="structure"><a href="#structure" class="header-anchor">#</a> Structure</h4> <p>The structure itself is created using the 'Parent Folder' and 'Child Items' attributes. You begin by creating top-level folders, and then you can add the desired number of nested folders.</p> <h4 id="conditional-creation"><a href="#conditional-creation" class="header-anchor">#</a> Conditional Creation</h4> <p>You can further adjust the folder structure by using 'Entity Name' and 'Query.' If these are not specified or do not match the current record, the folder does not get created.</p> <h4 id="folder-name"><a href="#folder-name" class="header-anchor">#</a> Folder Name</h4> <p>The folder name is taken from the record name, or you can use the Item Name Template and write Liquid in there. The name is resolved from the data on your record.</p> <h2 id="collaboration-workspace-instance"><a href="#collaboration-workspace-instance" class="header-anchor">#</a> Collaboration Workspace Instance</h2> <p>Records of this entity are created each time someone loads File Explorer on an entity form, and if no matching Collaboration Workspace Instance exists. This approach makes sense for several reasons:</p> <ul><li>You can have a static path to a SharePoint Site that remains the same even if someone changes settings in the related Collaboration Workspace Template record.</li> <li>Information about finished scaffolding is saved here.</li></ul> <p>You can view them all in the TALXIS Admin App, and, of course, you can access them from the Collaboration Workspace Template form.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_itemform.png" alt="Collab Workspace Items Form"></p> <p>There is simple form present in TALXIS Admin app where you can see state of instance:</p> <p><img src="/.attachments/applications/Controls/FileExplorer/collabworkspace_instanceform.png" alt="Collab Workspace Items Form"></p> <p>If something went wrong, you can always delete a record here and force File Explorer to initialize a new one. This is particularly handy for correcting issues with the Collaboration Workspace Template record setup.</p> <h2 id="summary"><a href="#summary" class="header-anchor">#</a> Summary</h2> <ul><li>You have to have a Collaboration Workspace Template record created and correctly set up for File Explorer to work.</li> <li>If you wish to generate a folder structure, you need to create Collaboration Workspace Item records.</li> <li>Collaboration Workspace Instance records represent the created folder path for a specific record, and they are generated automatically.</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/FileExplorer/actions/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Custom Command Bar Buttons
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/FileExplorer/custom-command-bar-buttons/#configuration" class="anchor-link"><div>Configuration</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/controls/FileExplorer/custom-command-bar-buttons/#collaboration-workspace-custom-command-bar-button-record" class="anchor-link"><div>Collaboration Workspace Custom Command Bar Button Record</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="custom-command-bar-buttons"><a href="#custom-command-bar-buttons" class="header-anchor">#</a> Custom Command Bar Buttons</h1> <p><em>File Explorer</em> control can be extended to support custom command bar buttons, which can trigger / cause some action.</p> <h2 id="configuration"><a href="#configuration" class="header-anchor">#</a> Configuration</h2> <p>These buttons can be added through configuration. First of all, make sure that you have a <a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/#collaboration-workspace-template">collaboration workspace template record</a> created. This record is defining the features of an individual <em>File Explorer</em> control instance. Once that is sorted out, you can start adding buttons in the <strong>🖱️ Custom Buttons</strong> tab.
-<img src="/.attachments/en/developer-guide/applications/controls/FileExplorer/custom-command-bar-buttons-tab-on-collaboration-workspace-template-form.png" alt="Custom Buttons tab on the Collaboration Workspace Template form"></p> <p>Here you add a new button (record) to the existing <em>File Explorer</em> control instance. These records can be then exported and versioned in the data package through <code>pac tool cmt</code> cli command, which opens <em>Configuration Migration Tool</em> on your local machine.</p> <h3 id="collaboration-workspace-custom-command-bar-button-record"><a href="#collaboration-workspace-custom-command-bar-button-record" class="header-anchor">#</a> <em>Collaboration Workspace Custom Command Bar Button</em> Record</h3> <p><img src="/.attachments/en/developer-guide/applications/controls/FileExplorer/custom-command-bar-buttons-main-form.png" alt="Custom Command Bar Buttons main form"></p> <h4 id="identification-section"><a href="#identification-section" class="header-anchor">#</a> IDENTIFICATION Section</h4> <table><thead><tr><th>Attribute</th> <th>Description</th></tr></thead> <tbody><tr><td>Name</td> <td>Logical name of the button</td></tr> <tr><td>Collaboration Workspace Header</td> <td>Associated <em>Collaboration Workspace Template</em>.</td></tr> <tr><td>Status Reason</td> <td>Only <em>Active</em> records are retrieved and valid.</td></tr></tbody></table> <h4 id="behavior-section"><a href="#behavior-section" class="header-anchor">#</a> BEHAVIOR Section</h4> <table><thead><tr><th>Attribute</th> <th>Description</th></tr></thead> <tbody><tr><td>Action</td> <td>Action that should happen once the button is clicked on. See <a href="#action-type-codes">available actions</a>.</td></tr> <tr><td>On-demand Workflow / Flow Id *</td> <td>Id of the on-demand workflow or flow you wish to trigger. The triggering record is always the file you've triggered the action from.</td></tr> <tr><td>Shown When</td> <td>When should be the button shown to the user in the UI. See <a href="#shown-when-type-codes">available values</a>.</td></tr> <tr><td>File Name Filter</td> <td>Allows you to show the button only for a specific type of file. Example: <code>*.*</code> allows to select only files and not folders. There is <a href="https://www.npmjs.com/package/minimatch" target="_blank" rel="noopener noreferrer"><code>minimatch</code><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> library used for evaluation of these expressions.</td></tr></tbody></table> <p>* : Visible only if the <em>Action</em> is set to <em>On-demand Workflow / Flow</em> value.</p> <h5 id="action-type-codes"><a href="#action-type-codes" class="header-anchor">#</a> Action Type Codes</h5> <table><thead><tr><th>Name</th> <th>Value</th> <th>Description</th></tr></thead> <tbody><tr><td>On-demand Workflow / Flow</td> <td>742070000</td> <td>Triggers an on-demand workflow or cloud flow. This action can't be awaited. Fire and forget.</td></tr></tbody></table> <p>If there is &quot;your&quot; action missing, feel free to extend this feature and implement it.</p> <h5 id="shown-when-type-codes"><a href="#shown-when-type-codes" class="header-anchor">#</a> Shown When Type Codes</h5> <table><thead><tr><th>Name</th> <th>Value</th> <th>Description</th></tr></thead> <tbody><tr><td>Always</td> <td>742070000</td> <td>Show the button all the time.</td></tr> <tr><td>Selected Row</td> <td>742070001</td> <td>Show only if one file or folder is selected.</td></tr> <tr><td>Selected Rows</td> <td>742070002</td> <td>Show if multiple files are selected.</td></tr> <tr><td>None</td> <td>742070003</td> <td>Show the button only if no file or folder is selected.</td></tr></tbody></table> <h4 id="look-section"><a href="#look-section" class="header-anchor">#</a> LOOK Section</h4> <table><thead><tr><th>Attribute</th> <th>Description</th></tr></thead> <tbody><tr><td>Icon Name</td> <td>Name of the Fluent UI icon that you wish to use. The icons are referenced in <em>PascalCase</em> notation. You can use <a href="https://icon-sets.iconify.design/fluent-mdl2/" target="_blank" rel="noopener noreferrer">this resource<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> to find the right icon.</td></tr> <tr><td>Display Name *</td> <td>Display name of the button. This text is shown in the UI to the end user.</td></tr> <tr><td>Success Message *</td> <td>Success message that is shown once the <em>Action</em> is completed.</td></tr> <tr><td>Error Message *</td> <td>Error message that is shown, when the <em>Action</em> could not be completed.</td></tr></tbody></table> <p>* : Localized JSON objects can be used. These values are not known at design time and due to the localization requirement, this was the best value / effort solution. The object has string <em>lcid</em> (language codes) for properties with translated values. Example: <code>{ &quot;1033&quot;: &quot;This is the english localized value.&quot;, &quot;1029&quot;: &quot;Tohle je český překlad.&quot; }</code>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/custom-command-bar-buttons.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<img src="/.attachments/en/developer-guide/applications/controls/FileExplorer/custom-command-bar-buttons-tab-on-collaboration-workspace-template-form.png" alt="Custom Buttons tab on the Collaboration Workspace Template form"></p> <p>Here you add a new button (record) to the existing <em>File Explorer</em> control instance. These records can be then exported and versioned in the data package through <code>pac tool cmt</code> cli command, which opens <em>Configuration Migration Tool</em> on your local machine.</p> <h3 id="collaboration-workspace-custom-command-bar-button-record"><a href="#collaboration-workspace-custom-command-bar-button-record" class="header-anchor">#</a> <em>Collaboration Workspace Custom Command Bar Button</em> Record</h3> <p><img src="/.attachments/en/developer-guide/applications/controls/FileExplorer/custom-command-bar-buttons-main-form.png" alt="Custom Command Bar Buttons main form"></p> <h4 id="identification-section"><a href="#identification-section" class="header-anchor">#</a> IDENTIFICATION Section</h4> <table><thead><tr><th>Attribute</th> <th>Description</th></tr></thead> <tbody><tr><td>Name</td> <td>Logical name of the button</td></tr> <tr><td>Collaboration Workspace Header</td> <td>Associated <em>Collaboration Workspace Template</em>.</td></tr> <tr><td>Status Reason</td> <td>Only <em>Active</em> records are retrieved and valid.</td></tr></tbody></table> <h4 id="behavior-section"><a href="#behavior-section" class="header-anchor">#</a> BEHAVIOR Section</h4> <table><thead><tr><th>Attribute</th> <th>Description</th></tr></thead> <tbody><tr><td>Action</td> <td>Action that should happen once the button is clicked on. See <a href="#action-type-codes">available actions</a>.</td></tr> <tr><td>On-demand Workflow / Flow Id *</td> <td>Id of the on-demand workflow or flow you wish to trigger. The triggering record is always the file you've triggered the action from.</td></tr> <tr><td>Shown When</td> <td>When should be the button shown to the user in the UI. See <a href="#shown-when-type-codes">available values</a>.</td></tr> <tr><td>File Name Filter</td> <td>Allows you to show the button only for a specific type of file. Example: <code>*.*</code> allows to select only files and not folders. There is <a href="https://www.npmjs.com/package/minimatch" target="_blank" rel="noopener noreferrer"><code>minimatch</code><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> library used for evaluation of these expressions.</td></tr></tbody></table> <p>* : Visible only if the <em>Action</em> is set to <em>On-demand Workflow / Flow</em> value.</p> <h5 id="action-type-codes"><a href="#action-type-codes" class="header-anchor">#</a> Action Type Codes</h5> <table><thead><tr><th>Name</th> <th>Value</th> <th>Description</th></tr></thead> <tbody><tr><td>On-demand Workflow / Flow</td> <td>742070000</td> <td>Triggers an on-demand workflow or cloud flow. This action can't be awaited. Fire and forget.</td></tr></tbody></table> <p>If there is &quot;your&quot; action missing, feel free to extend this feature and implement it.</p> <h5 id="shown-when-type-codes"><a href="#shown-when-type-codes" class="header-anchor">#</a> Shown When Type Codes</h5> <table><thead><tr><th>Name</th> <th>Value</th> <th>Description</th></tr></thead> <tbody><tr><td>Always</td> <td>742070000</td> <td>Show the button all the time.</td></tr> <tr><td>Selected Row</td> <td>742070001</td> <td>Show only if one file or folder is selected.</td></tr> <tr><td>Selected Rows</td> <td>742070002</td> <td>Show if multiple files are selected.</td></tr> <tr><td>None</td> <td>742070003</td> <td>Show the button only if no file or folder is selected.</td></tr></tbody></table> <h4 id="look-section"><a href="#look-section" class="header-anchor">#</a> LOOK Section</h4> <table><thead><tr><th>Attribute</th> <th>Description</th></tr></thead> <tbody><tr><td>Icon Name</td> <td>Name of the Fluent UI icon that you wish to use. The icons are referenced in <em>PascalCase</em> notation. You can use <a href="https://icon-sets.iconify.design/fluent-mdl2/" target="_blank" rel="noopener noreferrer">this resource<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> to find the right icon.</td></tr> <tr><td>Display Name *</td> <td>Display name of the button. This text is shown in the UI to the end user.</td></tr> <tr><td>Success Message *</td> <td>Success message that is shown once the <em>Action</em> is completed.</td></tr> <tr><td>Error Message *</td> <td>Error message that is shown, when the <em>Action</em> could not be completed.</td></tr></tbody></table> <p>* : Localized JSON objects can be used. These values are not known at design time and due to the localization requirement, this was the best value / effort solution. The object has string <em>lcid</em> (language codes) for properties with translated values. Example: <code>{ &quot;1033&quot;: &quot;This is the english localized value.&quot;, &quot;1029&quot;: &quot;Tohle je český překlad.&quot; }</code>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/custom-command-bar-buttons.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -213,11 +213,11 @@
     <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>records</span><span class="token punctuation">&gt;</span></span>
     <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>m2mrelationships</span> <span class="token punctuation">/&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>entity</span><span class="token punctuation">&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br><span class="line-number">18</span><br><span class="line-number">19</span><br><span class="line-number">20</span><br><span class="line-number">21</span><br><span class="line-number">22</span><br><span class="line-number">23</span><br><span class="line-number">24</span><br><span class="line-number">25</span><br><span class="line-number">26</span><br><span class="line-number">27</span><br><span class="line-number">28</span><br><span class="line-number">29</span><br><span class="line-number">30</span><br><span class="line-number">31</span><br><span class="line-number">32</span><br><span class="line-number">33</span><br><span class="line-number">34</span><br><span class="line-number">35</span><br><span class="line-number">36</span><br><span class="line-number">37</span><br><span class="line-number">38</span><br><span class="line-number">39</span><br><span class="line-number">40</span><br><span class="line-number">41</span><br><span class="line-number">42</span><br><span class="line-number">43</span><br><span class="line-number">44</span><br><span class="line-number">45</span><br><span class="line-number">46</span><br><span class="line-number">47</span><br><span class="line-number">48</span><br><span class="line-number">49</span><br><span class="line-number">50</span><br><span class="line-number">51</span><br><span class="line-number">52</span><br><span class="line-number">53</span><br><span class="line-number">54</span><br><span class="line-number">55</span><br><span class="line-number">56</span><br><span class="line-number">57</span><br><span class="line-number">58</span><br><span class="line-number">59</span><br><span class="line-number">60</span><br><span class="line-number">61</span><br><span class="line-number">62</span><br><span class="line-number">63</span><br><span class="line-number">64</span><br><span class="line-number">65</span><br><span class="line-number">66</span><br><span class="line-number">67</span><br><span class="line-number">68</span><br><span class="line-number">69</span><br><span class="line-number">70</span><br><span class="line-number">71</span><br><span class="line-number">72</span><br><span class="line-number">73</span><br><span class="line-number">74</span><br><span class="line-number">75</span><br><span class="line-number">76</span><br></div></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/custom-view-columns.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/FileExplorer/custom-command-bar-buttons/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Templates &amp; Classification
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating/#document-type" class="anchor-link"><div>Document Type</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating/#allowed-paths" class="anchor-link"><div>Allowed Paths</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating/#form-id" class="anchor-link"><div>Form ID</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating/#document-template" class="anchor-link"><div>Document Template</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating/#record-fetching" class="anchor-link"><div>Record fetching</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating/#summary" class="anchor-link"><div>Summary</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="templates-classification"><a href="#templates-classification" class="header-anchor">#</a> Templates &amp; Classification</h1> <p>In File Explorer, you can leverage our <a href="/en/developer-guide/applications/utilities/templates/document-template.html">Document Templates</a> and on top of that you can categorize them using <strong>Document Type</strong> entity.
-The result looks for example like this:</p> <p><img src="/.attachments/applications/Controls/FileExplorer/fileexplorer_templateselection.png" alt="File Explorer Template Selection"></p> <h2 id="document-type"><a href="#document-type" class="header-anchor">#</a> Document Type</h2> <p>Document Type settings are once again located in the TALXIS Admin App. They operate hierarchically based on the <strong>Parent</strong> attribute. You can create nested categories with up to 3 levels.</p> <p>Records of this entity can also be used for the classification of uploaded and existing documents.</p> <p>This is what root document type looks like:</p> <p><img src="/.attachments/applications/Controls/FileExplorer/documenttype_rootform.png" alt="Document Type Form Root"></p> <p>To use a Document Type record for document classification, you need to have the tag enabled for file classification set to true. It is recommended to set this at the bottom level, but it can be configured at any level.</p> <p>This is what a child Document Type meant for file classification looks like:</p> <p><img src="/.attachments/applications/Controls/FileExplorer/documenttype_childform.png" alt="Document Type Child Root"></p> <p>You can see that when 'Enabled for File Classification' is set to true, some additional properties are provided for you to set up. Both 'Allowed Paths' and 'Form ID' are optional.</p> <h3 id="allowed-paths"><a href="#allowed-paths" class="header-anchor">#</a> Allowed Paths</h3> <p>This parameter specifies in which folder(s) this classification is enabled. If it is not specified then it is not filtered out.</p> <p>Split folder names by ';' in case you need to add multiple ones.</p> <p>For example in screenshot above the value &quot;EXTERNAL;INTERNAL;PARTNER&quot; means that you can use any <strong>Document Template</strong> which has this <strong>Document Type</strong> selected only in folders which names equal to &quot;EXTERNAL&quot;, &quot;INTERNAL&quot; or &quot;PARTNER&quot;.</p> <p>This serves one purpose, which is to assist users in creating documents in the correct paths.</p> <h3 id="form-id"><a href="#form-id" class="header-anchor">#</a> Form ID</h3> <p>This parameter can be used to override the default talxis_file form used for opening file details. Enter the form ID, and it will be rendered when opening the details pane. This can be useful when dealing with a specific type of file that has custom attributes.</p> <h2 id="document-template"><a href="#document-template" class="header-anchor">#</a> Document Template</h2> <p>Nothing much differs from standard Document Template behavior, but you get some more options to specify here. If you do not have the Document Type attribute on the Document Template record specified, then it is shown directly in the 'From Template' section of File Explorer. If you have it specified, then it gets further filtered and structured, as shown in the example above.</p> <h3 id="record-fetching"><a href="#record-fetching" class="header-anchor">#</a> Record fetching</h3> <p>Document Template records are once again matched using the Entity Name and Query attributes on the record. The record also needs to be published to be displayed. On top of that, you can create a new one directly from File Explorer using the 'New Template' option in the 'From Template' section.</p> <h2 id="summary"><a href="#summary" class="header-anchor">#</a> Summary</h2> <ul><li>Document Templates needs to be properly setuped and published in order to be used in File Explorer.</li> <li>Use Document Type records to further diversify and specify possibilities for users.</li> <li>Try to enable File Classification for bottom levels of Document Types.</li> <li>If you need help, ask WAS.</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/documenttemplating.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+The result looks for example like this:</p> <p><img src="/.attachments/applications/Controls/FileExplorer/fileexplorer_templateselection.png" alt="File Explorer Template Selection"></p> <h2 id="document-type"><a href="#document-type" class="header-anchor">#</a> Document Type</h2> <p>Document Type settings are once again located in the TALXIS Admin App. They operate hierarchically based on the <strong>Parent</strong> attribute. You can create nested categories with up to 3 levels.</p> <p>Records of this entity can also be used for the classification of uploaded and existing documents.</p> <p>This is what root document type looks like:</p> <p><img src="/.attachments/applications/Controls/FileExplorer/documenttype_rootform.png" alt="Document Type Form Root"></p> <p>To use a Document Type record for document classification, you need to have the tag enabled for file classification set to true. It is recommended to set this at the bottom level, but it can be configured at any level.</p> <p>This is what a child Document Type meant for file classification looks like:</p> <p><img src="/.attachments/applications/Controls/FileExplorer/documenttype_childform.png" alt="Document Type Child Root"></p> <p>You can see that when 'Enabled for File Classification' is set to true, some additional properties are provided for you to set up. Both 'Allowed Paths' and 'Form ID' are optional.</p> <h3 id="allowed-paths"><a href="#allowed-paths" class="header-anchor">#</a> Allowed Paths</h3> <p>This parameter specifies in which folder(s) this classification is enabled. If it is not specified then it is not filtered out.</p> <p>Split folder names by ';' in case you need to add multiple ones.</p> <p>For example in screenshot above the value &quot;EXTERNAL;INTERNAL;PARTNER&quot; means that you can use any <strong>Document Template</strong> which has this <strong>Document Type</strong> selected only in folders which names equal to &quot;EXTERNAL&quot;, &quot;INTERNAL&quot; or &quot;PARTNER&quot;.</p> <p>This serves one purpose, which is to assist users in creating documents in the correct paths.</p> <h3 id="form-id"><a href="#form-id" class="header-anchor">#</a> Form ID</h3> <p>This parameter can be used to override the default talxis_file form used for opening file details. Enter the form ID, and it will be rendered when opening the details pane. This can be useful when dealing with a specific type of file that has custom attributes.</p> <h2 id="document-template"><a href="#document-template" class="header-anchor">#</a> Document Template</h2> <p>Nothing much differs from standard Document Template behavior, but you get some more options to specify here. If you do not have the Document Type attribute on the Document Template record specified, then it is shown directly in the 'From Template' section of File Explorer. If you have it specified, then it gets further filtered and structured, as shown in the example above.</p> <h3 id="record-fetching"><a href="#record-fetching" class="header-anchor">#</a> Record fetching</h3> <p>Document Template records are once again matched using the Entity Name and Query attributes on the record. The record also needs to be published to be displayed. On top of that, you can create a new one directly from File Explorer using the 'New Template' option in the 'From Template' section.</p> <h2 id="summary"><a href="#summary" class="header-anchor">#</a> Summary</h2> <ul><li>Document Templates needs to be properly setuped and published in order to be used in File Explorer.</li> <li>Use Document Type records to further diversify and specify possibilities for users.</li> <li>Try to enable File Classification for bottom levels of Document Types.</li> <li>If you need help, ask WAS.</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/documenttemplating.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -118,11 +118,11 @@
 <ul><li>Copy link</li> <li>Add people and send</li></ul></li> <li>Delete</li> <li>Rename</li> <li>Move To</li> <li>Copy To</li> <li>Download
 <ul><li>File as is</li> <li>PDF</li></ul></li> <li>Convert
 <ul><li>PDF</li> <li>ZIP archive</li></ul></li> <li>Print</li> <li>Versioning
-<ul><li>Check Out/In</li> <li>Show history</li></ul></li></ul> <h3 id="details-panel"><a href="#details-panel" class="header-anchor">#</a> Details Panel</h3> <p>This is the area where you can view file metadata. By clicking on the &quot;Info&quot; icon in the upper right corner with the item selected, a panel will appear.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/fileexplorer_detailspanel.png" alt="Details Panel"></p> <p>In this example the default talxis_file form is used. You can change this default form in <a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces.html">Collaboration Workspace Template</a>.</p> <h3 id="what-now"><a href="#what-now" class="header-anchor">#</a> What now?</h3> <p>Learn how to properly setup File Explorer via <a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces.html">Collaboration Workspace Template</a>.</p> <p>Browse through <a href="/en/developer-guide/applications/controls/FileExplorer/actions.html">capabilities</a> of this control <strong>(WIP)</strong>.</p> <p>Check <a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating.html">Document Templating</a> to learn how to generate files from the File Explorer.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/general.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/emaildesigner/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li>Check Out/In</li> <li>Show history</li></ul></li></ul> <h3 id="details-panel"><a href="#details-panel" class="header-anchor">#</a> Details Panel</h3> <p>This is the area where you can view file metadata. By clicking on the &quot;Info&quot; icon in the upper right corner with the item selected, a panel will appear.</p> <p><img src="/.attachments/applications/Controls/FileExplorer/fileexplorer_detailspanel.png" alt="Details Panel"></p> <p>In this example the default talxis_file form is used. You can change this default form in <a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces.html">Collaboration Workspace Template</a>.</p> <h3 id="what-now"><a href="#what-now" class="header-anchor">#</a> What now?</h3> <p>Learn how to properly setup File Explorer via <a href="/en/developer-guide/applications/controls/FileExplorer/collaborationworkspaces.html">Collaboration Workspace Template</a>.</p> <p>Browse through <a href="/en/developer-guide/applications/controls/FileExplorer/actions.html">capabilities</a> of this control <strong>(WIP)</strong>.</p> <p>Check <a href="/en/developer-guide/applications/controls/FileExplorer/documenttemplating.html">Document Templating</a> to learn how to generate files from the File Explorer.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/FileExplorer/general.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/emaildesigner/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/controls/addresspicker/index.html b/en/developer-guide/applications/controls/addresspicker/index.html
index 1b1cb5f7f..835bc35b8 100644
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@@ -93,11 +93,11 @@
 <ul><li>true</li> <li>false</li></ul></li> <li>Language
 <ul><li>user-default</li> <li>en</li></ul></li> <li>Manual Input - Can person enter value via write-in?
 <ul><li>true (default)</li> <li>false</li></ul></li> <li>Type - Type of field
-<ul><li>Street</li> <li>Locality</li> <li>Country</li> <li>Full Address</li></ul></li></ul> <p>Bounded Properties</p> <ul><li>Address Components JSON - JSON of address components which will be compared with actual field values on form save (SingleLine.Text)</li> <li>Full Address - Field where to display full address (SingleLine.Text)</li> <li>Country - Field where to display country (SingleLine.Text)</li> <li>Administrative Area - Field where to display administrative area (SingleLine.Text)</li> <li>Locality - Field where to display locality (SingleLine.Text)</li> <li>Sublocality - Field where to display sublocality (SingleLine.Text)</li> <li>Street - Field where to display street (SingleLine.Text)</li> <li>Street Number - Field where to display street number (SingleLine.Text)</li> <li>Street Name - Field where to display street name (SingleLine.Text)</li> <li>Postal Code - Field where to display postal code (SingleLine.Text)</li> <li>Latitude - Field where to display latitude (Decimal)</li> <li>Longitude - Field where to display longtitude (Decimal)</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/addresspicker.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/general/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li>Street</li> <li>Locality</li> <li>Country</li> <li>Full Address</li></ul></li></ul> <p>Bounded Properties</p> <ul><li>Address Components JSON - JSON of address components which will be compared with actual field values on form save (SingleLine.Text)</li> <li>Full Address - Field where to display full address (SingleLine.Text)</li> <li>Country - Field where to display country (SingleLine.Text)</li> <li>Administrative Area - Field where to display administrative area (SingleLine.Text)</li> <li>Locality - Field where to display locality (SingleLine.Text)</li> <li>Sublocality - Field where to display sublocality (SingleLine.Text)</li> <li>Street - Field where to display street (SingleLine.Text)</li> <li>Street Number - Field where to display street number (SingleLine.Text)</li> <li>Street Name - Field where to display street name (SingleLine.Text)</li> <li>Postal Code - Field where to display postal code (SingleLine.Text)</li> <li>Latitude - Field where to display latitude (Decimal)</li> <li>Longitude - Field where to display longtitude (Decimal)</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/addresspicker.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/general/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         General Information
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diff --git a/en/developer-guide/applications/controls/annotations/index.html b/en/developer-guide/applications/controls/annotations/index.html
index efa6e70ba..340c4e1fa 100644
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+++ b/en/developer-guide/applications/controls/annotations/index.html
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@@ -89,11 +89,11 @@
         Annotations
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Annotations
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/annotations/#visual-example" class="anchor-link"><div>Visual example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/annotations/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/annotations/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/annotations/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="annotations"><a href="#annotations" class="header-anchor">#</a> Annotations</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual example</h2> <p><img src="/.attachments/applications/Controls/annotationscontrol.png" alt="Annotations Control Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>Control is displaying all attachments on selected record. You can also download these files.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>This control can be binded to any field of type SingleLine.Text.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Object Type Code - Logical name of entity you want to take attachments from</li> <li>Object Id - Id of the record you want to take attachments from</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/annotations.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/addresspicker/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/annotations/#visual-example" class="anchor-link"><div>Visual example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/annotations/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/annotations/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/annotations/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="annotations"><a href="#annotations" class="header-anchor">#</a> Annotations</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual example</h2> <p><img src="/.attachments/applications/Controls/annotationscontrol.png" alt="Annotations Control Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>Control is displaying all attachments on selected record. You can also download these files.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>This control can be binded to any field of type SingleLine.Text.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Object Type Code - Logical name of entity you want to take attachments from</li> <li>Object Id - Id of the record you want to take attachments from</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/annotations.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/addresspicker/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -89,11 +89,11 @@
         Announcement Card
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Announcement Card
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="announcement-card"><a href="#announcement-card" class="header-anchor">#</a> Announcement Card</h1> <p>This control serves to display basic information in the form of a card.</p> <img src="/.attachments/applications/controls/announcementcard.png"> <p>Bindings</p> <table><thead><tr><th>Property Name</th> <th>Description</th> <th>Of Type</th> <th>Input</th> <th>Usage</th> <th>Required</th></tr></thead> <tbody><tr><td>bindingField</td> <td>Binding field.</td> <td><code>SingleLine.Text</code></td> <td></td> <td><code>bound</code></td> <td><code>true</code></td></tr> <tr><td>heading</td> <td>Card Heading.</td> <td><code>SingleLine.Text</code></td> <td><code>Order</code></td> <td><code>input</code></td> <td><code>false</code></td></tr> <tr><td>iconName</td> <td>JSON object that contains Webresource name or icon name from FluentUI.</td> <td><code>SingleLine.Text</code></td> <td><p><code>{ &quot;fluentUiIconName&quot;: &quot;LineChart&quot; }</code></p> <p><code>{ &quot;webResourceName&quot;: &quot;talxis_infoicon.svg&quot; }</code></p></td> <td><code>input</code></td> <td><code>false</code></td></tr> <tr><td>description</td> <td>Card Description.</td> <td><code>SingleLine.Text</code></td> <td></td> <td><code>input</code></td> <td><code>false</code></td></tr> <tr><td>actionLink</td> <td>Action link at the bottom of the card. Url without the domain.</td> <td><code>SingleLine.Text</code></td> <td><p><code>talxis_start/control/view?data={&quot;entityName&quot;:&quot;account&quot;,&quot;viewId&quot;:&quot;{d71d546b-bc42-405b-9238-18792757aab1}&quot;}</code></p> <p><code>main.aspx?appid=07bc5f7b-b043-ef11-bfe2-6045bd9fcae8&amp;pagetype=entitylist&amp;viewid={d71d546b-bc42-405b-9238-18792757aab1}&amp;etn=account</code></p></td> <td><code>input</code></td> <td><code>false</code></td></tr> <tr><td>actionLinkText</td> <td>Label for Action Link.</td> <td><code>SingleLine.Text</code></td> <td><code>LINK</code></td> <td><code>input</code></td> <td><code>false</code></td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/announcementcard.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/annotations/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="announcement-card"><a href="#announcement-card" class="header-anchor">#</a> Announcement Card</h1> <p>This control serves to display basic information in the form of a card.</p> <img src="/.attachments/applications/controls/announcementcard.png"> <p>Bindings</p> <table><thead><tr><th>Property Name</th> <th>Description</th> <th>Of Type</th> <th>Input</th> <th>Usage</th> <th>Required</th></tr></thead> <tbody><tr><td>bindingField</td> <td>Binding field.</td> <td><code>SingleLine.Text</code></td> <td></td> <td><code>bound</code></td> <td><code>true</code></td></tr> <tr><td>heading</td> <td>Card Heading.</td> <td><code>SingleLine.Text</code></td> <td><code>Order</code></td> <td><code>input</code></td> <td><code>false</code></td></tr> <tr><td>iconName</td> <td>JSON object that contains Webresource name or icon name from FluentUI.</td> <td><code>SingleLine.Text</code></td> <td><p><code>{ &quot;fluentUiIconName&quot;: &quot;LineChart&quot; }</code></p> <p><code>{ &quot;webResourceName&quot;: &quot;talxis_infoicon.svg&quot; }</code></p></td> <td><code>input</code></td> <td><code>false</code></td></tr> <tr><td>description</td> <td>Card Description.</td> <td><code>SingleLine.Text</code></td> <td></td> <td><code>input</code></td> <td><code>false</code></td></tr> <tr><td>actionLink</td> <td>Action link at the bottom of the card. Url without the domain.</td> <td><code>SingleLine.Text</code></td> <td><p><code>talxis_start/control/view?data={&quot;entityName&quot;:&quot;account&quot;,&quot;viewId&quot;:&quot;{d71d546b-bc42-405b-9238-18792757aab1}&quot;}</code></p> <p><code>main.aspx?appid=07bc5f7b-b043-ef11-bfe2-6045bd9fcae8&amp;pagetype=entitylist&amp;viewid={d71d546b-bc42-405b-9238-18792757aab1}&amp;etn=account</code></p></td> <td><code>input</code></td> <td><code>false</code></td></tr> <tr><td>actionLinkText</td> <td>Label for Action Link.</td> <td><code>SingleLine.Text</code></td> <td><code>LINK</code></td> <td><code>input</code></td> <td><code>false</code></td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/announcementcard.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/annotations/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Annotations
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@@ -89,11 +89,11 @@
         Attachments Grid
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Attachments Grid
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/attachmentsgrid/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/attachmentsgrid/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/attachmentsgrid/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/attachmentsgrid/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="attachments-grid"><a href="#attachments-grid" class="header-anchor">#</a> Attachments Grid</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/attachmentsgridcontrol.png" alt="Attachments Grid Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control allows to add files into field on form by drag and drop.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Control can be binded to any filed of type SingleLine.Text</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>None</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/attachmentsgrid.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/announcementcard/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/attachmentsgrid/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/attachmentsgrid/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/attachmentsgrid/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/attachmentsgrid/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="attachments-grid"><a href="#attachments-grid" class="header-anchor">#</a> Attachments Grid</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/attachmentsgridcontrol.png" alt="Attachments Grid Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control allows to add files into field on form by drag and drop.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Control can be binded to any filed of type SingleLine.Text</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>None</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/attachmentsgrid.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/announcementcard/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Accouncement Card
       </a></span> <span class="next"><a href="/en/developer-guide/applications/controls/codeeditor/">
         Code Editor
         <svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon next-icon"><path d="M906.772 512c0 4.772-2.211 9.267-5.99 12.175L524.257 813.66a15.37 15.37 0 01-18.616.092 15.368 15.368 0 01-5.038-17.91l75.714-191.672h-443.73c-8.488 0-15.36-6.881-15.36-15.36v-153.6c0-8.489 6.872-15.36 15.36-15.36h443.73l-75.714-191.682a15.358 15.358 0 015.048-17.91c5.51-4.158 13.128-4.137 18.606.092l376.525 289.485a15.323 15.323 0 015.99 12.165z" fill="currentColor"></path></svg></a></span></p></div> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
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+    <script src="/assets/js/app.c5d32722.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-AttachmentsGrid--b51a53d8.27da8698.js" defer></script>
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diff --git a/en/developer-guide/applications/controls/codeeditor/index.html b/en/developer-guide/applications/controls/codeeditor/index.html
index 61e7afba8..d110e9420 100644
--- a/en/developer-guide/applications/controls/codeeditor/index.html
+++ b/en/developer-guide/applications/controls/codeeditor/index.html
@@ -18,7 +18,7 @@
     <meta name="apple-mobile-web-app-capable" content="yes">
     <meta name="apple-mobile-web-app-status-bar-style" content="black">
     
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href="/assets/js/187.3864cc2c.js"><link rel="prefetch" href="/assets/js/layout-Blog.ee7b4e53.js"><link rel="prefetch" href="/assets/js/layout-NotFound.79c0f0ed.js"><link rel="prefetch" href="/assets/js/layout-Slide.ae6161bd.js"><link rel="prefetch" href="/assets/js/page--3980135b.82ab346a.js"><link rel="prefetch" href="/assets/js/page--42dcb9c2.dc026be1.js"><link rel="prefetch" href="/assets/js/page--61f45bf4.10e704c7.js"><link rel="prefetch" href="/assets/js/page--77aa15e2.76fd22cd.js"><link rel="prefetch" href="/assets/js/page--a34a6eca.391b7529.js"><link rel="prefetch" href="/assets/js/page--c3c7a5bc.f2fb5a52.js"><link rel="prefetch" href="/assets/js/page-Addapurchaseinvoicedetail--ea93667c.b1537acb.js"><link rel="prefetch" href="/assets/js/page-Addhistoricalcontract--5673b442.bacfba07.js"><link rel="prefetch" href="/assets/js/page-Addproductstoquoteororder--7a4f0ea0.faa61da0.js"><link rel="prefetch" href="/assets/js/page-AddressPicker--0f62513c.f32d9bfa.js"><link rel="prefetch" 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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Code Editor
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/codeeditor/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/codeeditor/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/codeeditor/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/codeeditor/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="code-editor"><a href="#code-editor" class="header-anchor">#</a> Code Editor</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/codeeditorcontrol.png" alt="Code Editor Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>Control is adding a code editor on form, there are multiple languages to choose.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Control can be binded on any filed of type SingleLine.Text, SingleLine.TextArea or Multiple(Multiline Text).</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Language - Code language (OptionSet)
-<ul><li>liquid</li> <li>xml</li> <li>javascript</li> <li>typescript</li> <li>swagger</li> <li>html</li></ul></li> <li>Height - Choose the height of the code editor, default value is 400px</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/codeeditor.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/attachmentsgrid/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li>liquid</li> <li>xml</li> <li>javascript</li> <li>typescript</li> <li>swagger</li> <li>html</li></ul></li> <li>Height - Choose the height of the code editor, default value is 400px</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/codeeditor.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/attachmentsgrid/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Attachments Grid
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         Colorful Optionset
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diff --git a/en/developer-guide/applications/controls/colorfuloptionset/index.html b/en/developer-guide/applications/controls/colorfuloptionset/index.html
index f63a3be24..a5a0ee97a 100644
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+++ b/en/developer-guide/applications/controls/colorfuloptionset/index.html
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@@ -89,11 +89,11 @@
         Colorful Optionset
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Colorful Optionset
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/colorfuloptionset/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/colorfuloptionset/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/colorfuloptionset/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/colorfuloptionset/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="colorful-optionset"><a href="#colorful-optionset" class="header-anchor">#</a> Colorful Optionset</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/colorfuloptionsetcontrol.png" alt="Colorful Optionset Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control is changing design of optionset on form.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Control can be binded to any field of type Optionset.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>None</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/colorfuloptionset.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/codeeditor/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/colorfuloptionset/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/colorfuloptionset/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/colorfuloptionset/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/colorfuloptionset/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="colorful-optionset"><a href="#colorful-optionset" class="header-anchor">#</a> Colorful Optionset</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/colorfuloptionsetcontrol.png" alt="Colorful Optionset Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control is changing design of optionset on form.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Control can be binded to any field of type Optionset.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>None</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/colorfuloptionset.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/codeeditor/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Code Editor
       </a></span> <span class="next"><a href="/en/developer-guide/applications/controls/colorpicker/">
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@@ -89,11 +89,11 @@
         Color Picker
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Color Picker
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/colorpicker/#bindings" class="anchor-link"><div>Bindings</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="color-picker"><a href="#color-picker" class="header-anchor">#</a> Color Picker</h1> <p>Color Picker enables users to select a color through an interactive palette. Additionally, users can directly input a valid RGB, HEX, or color string into the field. If an invalid color is entered, an error message will be displayed, and the invalid value will not be propagated to the framework.</p> <img src="/.attachments/applications/Controls/colorpicker.png" width="300px"> <h2 id="bindings"><a href="#bindings" class="header-anchor">#</a> Bindings</h2> <table><thead><tr><th>Property Name</th> <th>Description</th> <th>Of Type</th> <th>Input</th> <th>Output</th> <th>Usage</th> <th>Required</th></tr></thead> <tbody><tr><td>value</td> <td>Binding field containing the color value.</td> <td><code>SingleLine.Text</code></td> <td><p><code>#000000</code></p> <p style="width:130px;"><code>rgb(0, 0, 0)</code></p> <p><code>black</code></p></td> <td><code>#000000</code></td> <td><code>bound</code></td> <td><code>true</code></td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/colorpicker.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/colorfuloptionset/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/colorpicker/#bindings" class="anchor-link"><div>Bindings</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="color-picker"><a href="#color-picker" class="header-anchor">#</a> Color Picker</h1> <p>Color Picker enables users to select a color through an interactive palette. Additionally, users can directly input a valid RGB, HEX, or color string into the field. If an invalid color is entered, an error message will be displayed, and the invalid value will not be propagated to the framework.</p> <img src="/.attachments/applications/Controls/colorpicker.png" width="300px"> <h2 id="bindings"><a href="#bindings" class="header-anchor">#</a> Bindings</h2> <table><thead><tr><th>Property Name</th> <th>Description</th> <th>Of Type</th> <th>Input</th> <th>Output</th> <th>Usage</th> <th>Required</th></tr></thead> <tbody><tr><td>value</td> <td>Binding field containing the color value.</td> <td><code>SingleLine.Text</code></td> <td><p><code>#000000</code></p> <p style="width:130px;"><code>rgb(0, 0, 0)</code></p> <p><code>black</code></p></td> <td><code>#000000</code></td> <td><code>bound</code></td> <td><code>true</code></td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/colorpicker.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/colorfuloptionset/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -89,11 +89,11 @@
         Company Profile Hinting
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Company Profile Hinting
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/companyprofilehinting/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/companyprofilehinting/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/companyprofilehinting/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/companyprofilehinting/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="company-profile-hinting"><a href="#company-profile-hinting" class="header-anchor">#</a> Company Profile Hinting</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/companyprofilehintingcontrol.png" alt="Company Profile Hinting Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control will hint companies on binded field, when company is selected, bounded fields are preffiled.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Can be binded to any field of type SingleLine.Text.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <p>Bounded Inputs</p> <ul><li>Name - Comapny Name</li> <li>Company Nuber</li> <li>Jurisdiction Code</li> <li>Locality</li> <li>Sublocality</li> <li>Region</li> <li>Postal Code</li> <li>Formatted Postal Code</li> <li>Country</li> <li>Administrative Area</li> <li>Street Name</li> <li>Sreet Number</li> <li>Full Address</li> <li>Latitude</li> <li>Longtitude</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/companyprofilehinting.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/colorpicker/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/companyprofilehinting/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/companyprofilehinting/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/companyprofilehinting/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/companyprofilehinting/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="company-profile-hinting"><a href="#company-profile-hinting" class="header-anchor">#</a> Company Profile Hinting</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/companyprofilehintingcontrol.png" alt="Company Profile Hinting Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control will hint companies on binded field, when company is selected, bounded fields are preffiled.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Can be binded to any field of type SingleLine.Text.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <p>Bounded Inputs</p> <ul><li>Name - Comapny Name</li> <li>Company Nuber</li> <li>Jurisdiction Code</li> <li>Locality</li> <li>Sublocality</li> <li>Region</li> <li>Postal Code</li> <li>Formatted Postal Code</li> <li>Country</li> <li>Administrative Area</li> <li>Street Name</li> <li>Sreet Number</li> <li>Full Address</li> <li>Latitude</li> <li>Longtitude</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/companyprofilehinting.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/colorpicker/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Color Picker
       </a></span> <span class="next"><a href="/en/developer-guide/applications/controls/datasetgeolocationviewer/">
         Dataset Geolocation Viewer
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diff --git a/en/developer-guide/applications/controls/datasetgeolocationviewer/index.html b/en/developer-guide/applications/controls/datasetgeolocationviewer/index.html
index fc14397f1..aef672791 100644
--- a/en/developer-guide/applications/controls/datasetgeolocationviewer/index.html
+++ b/en/developer-guide/applications/controls/datasetgeolocationviewer/index.html
@@ -18,7 +18,7 @@
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href="/assets/js/page-Tasksduringcontractprocesses--4c70c082.3880d4d7.js"><link rel="prefetch" href="/assets/js/page-Templates--62ea1922.e49b242e.js"><link rel="prefetch" href="/assets/js/page-TemplatesClassification--09db78b4.42ff5eb0.js"><link rel="prefetch" href="/assets/js/page-Terminatecontract--7855c744.6ad8fb1e.js"><link rel="prefetch" href="/assets/js/page-Texteditor--18a80fc0.d6c642c0.js"><link rel="prefetch" href="/assets/js/page-Timeline--20708262.fe15c7e8.js"><link rel="prefetch" href="/assets/js/page-Trackandmanageactivities--ec005ffc.41157ac1.js"><link rel="prefetch" href="/assets/js/page-Trackyourprogresswithdashboardsandcharts--a18b923c.d9ab457e.js"><link rel="prefetch" href="/assets/js/page-TreeView--8f061ffc.cb3c25a9.js"><link rel="prefetch" href="/assets/js/page-UCIExtensions--51ebd510.03bd6b73.js"><link rel="prefetch" href="/assets/js/page-Useaccountstomanagecustomercompanies--222229e4.08049c8d.js"><link rel="prefetch" href="/assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.3be54a8a.js"><link rel="prefetch" href="/assets/js/page-Userguide--4626294a.f485f984.js"><link rel="prefetch" href="/assets/js/page-Views--0a762244.90db2b7d.js"><link rel="prefetch" href="/assets/js/page-Views--48d2308c.bc990c9a.js"><link rel="prefetch" href="/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js"><link rel="prefetch" href="/assets/js/page-WebResource--b12c16bc.0e9a52c4.js"><link rel="prefetch" href="/assets/js/page-WordConnector--b0d39fbc.8b848167.js"><link rel="prefetch" href="/assets/js/page-Workflow--5c9d2606.a7f35ed4.js"><link rel="prefetch" href="/assets/js/vendors~docsearch.4e98b6bd.js"><link rel="prefetch" href="/assets/js/vendors~flowchart.763b70c7.js"><link rel="prefetch" href="/assets/js/vendors~photo-swipe.5b6496a1.js"><link rel="prefetch" href="/assets/js/vendors~reveal.32802352.js">
     <link rel="stylesheet" href="/assets/css/0.styles.73fa00f1.css">
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   <body>
@@ -115,11 +115,11 @@
   <span class="token property">&quot;wrap&quot;</span><span class="token operator">:</span> <span class="token boolean">true</span><span class="token punctuation">,</span>
   <span class="token property">&quot;text&quot;</span><span class="token operator">:</span> <span class="token string">&quot;{$Resources(localization/talxis_salesappsdefault):pinDetail.name }: ${$root.name}&quot;</span>
 <span class="token punctuation">}</span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br></div></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/datasetgeolocationviewer.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/companyprofilehinting/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br></div></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/datasetgeolocationviewer.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/companyprofilehinting/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/controls/emaildesigner/index.html b/en/developer-guide/applications/controls/emaildesigner/index.html
index 73efce6ea..6d4209343 100644
--- a/en/developer-guide/applications/controls/emaildesigner/index.html
+++ b/en/developer-guide/applications/controls/emaildesigner/index.html
@@ -18,7 +18,7 @@
     <meta name="apple-mobile-web-app-capable" content="yes">
     <meta name="apple-mobile-web-app-status-bar-style" content="black">
     
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href="/assets/js/187.3864cc2c.js"><link rel="prefetch" href="/assets/js/layout-Blog.ee7b4e53.js"><link rel="prefetch" href="/assets/js/layout-NotFound.79c0f0ed.js"><link rel="prefetch" href="/assets/js/layout-Slide.ae6161bd.js"><link rel="prefetch" href="/assets/js/page--3980135b.82ab346a.js"><link rel="prefetch" href="/assets/js/page--42dcb9c2.dc026be1.js"><link rel="prefetch" href="/assets/js/page--61f45bf4.10e704c7.js"><link rel="prefetch" href="/assets/js/page--77aa15e2.76fd22cd.js"><link rel="prefetch" href="/assets/js/page--a34a6eca.391b7529.js"><link rel="prefetch" href="/assets/js/page--c3c7a5bc.f2fb5a52.js"><link rel="prefetch" href="/assets/js/page-Addapurchaseinvoicedetail--ea93667c.b1537acb.js"><link rel="prefetch" href="/assets/js/page-Addhistoricalcontract--5673b442.bacfba07.js"><link rel="prefetch" href="/assets/js/page-Addproductstoquoteororder--7a4f0ea0.faa61da0.js"><link rel="prefetch" href="/assets/js/page-AddressPicker--0f62513c.f32d9bfa.js"><link rel="prefetch" 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@@ -89,11 +89,11 @@
         Email Designer
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Email Designer
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="email-designer"><a href="#email-designer" class="header-anchor">#</a> Email Designer</h1> <h1 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h1> <p><img src="/.attachments/applications/Controls/emaildesigner.png" alt="Email Designer Displayed On Form"></p> <h1 id="description"><a href="#description" class="header-anchor">#</a> Description</h1> <p>This control is used to design custom email templates. It uses very user friendly email editor to achieve that. It auto saves changes to file on same entity so you are able to export HTML file of template you made.</p> <h1 id="limitations"><a href="#limitations" class="header-anchor">#</a> Limitations</h1> <p>If you want to import pictures, you need to import it in base64 format.</p> <p><img src="/.attachments/applications/Controls/emaildesignerimageimport.png" alt="Email Designer Image Import"></p> <p>Also, don't forget to 1000000 since email editor component produces quite some metadata.</p> <h1 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h1> <p>Control can be binded to any field on form of type Multiple.</p> <h1 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h1> <ul><li>File Attribute (SingleLine.Text) - Name of the attribute where HTML file will be saved</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/emaildesigner.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/emailpicker/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="email-designer"><a href="#email-designer" class="header-anchor">#</a> Email Designer</h1> <h1 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h1> <p><img src="/.attachments/applications/Controls/emaildesigner.png" alt="Email Designer Displayed On Form"></p> <h1 id="description"><a href="#description" class="header-anchor">#</a> Description</h1> <p>This control is used to design custom email templates. It uses very user friendly email editor to achieve that. It auto saves changes to file on same entity so you are able to export HTML file of template you made.</p> <h1 id="limitations"><a href="#limitations" class="header-anchor">#</a> Limitations</h1> <p>If you want to import pictures, you need to import it in base64 format.</p> <p><img src="/.attachments/applications/Controls/emaildesignerimageimport.png" alt="Email Designer Image Import"></p> <p>Also, don't forget to 1000000 since email editor component produces quite some metadata.</p> <h1 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h1> <p>Control can be binded to any field on form of type Multiple.</p> <h1 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h1> <ul><li>File Attribute (SingleLine.Text) - Name of the attribute where HTML file will be saved</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/emaildesigner.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/emailpicker/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Email Picker
       </a></span> <span class="next"><a href="/en/developer-guide/applications/controls/FileExplorer/general/">
         General
         <svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon next-icon"><path d="M906.772 512c0 4.772-2.211 9.267-5.99 12.175L524.257 813.66a15.37 15.37 0 01-18.616.092 15.368 15.368 0 01-5.038-17.91l75.714-191.672h-443.73c-8.488 0-15.36-6.881-15.36-15.36v-153.6c0-8.489 6.872-15.36 15.36-15.36h443.73l-75.714-191.682a15.358 15.358 0 015.048-17.91c5.51-4.158 13.128-4.137 18.606.092l376.525 289.485a15.323 15.323 0 015.99 12.165z" fill="currentColor"></path></svg></a></span></p></div> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
-    <script src="/assets/js/app.597aaffc.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-EmailDesigner--69c34db2.1344462f.js" defer></script>
+    <script src="/assets/js/app.c5d32722.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-EmailDesigner--69c34db2.74af7eba.js" defer></script>
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diff --git a/en/developer-guide/applications/controls/emailpicker/index.html b/en/developer-guide/applications/controls/emailpicker/index.html
index ed7ebe7ef..f9d146f2a 100644
--- a/en/developer-guide/applications/controls/emailpicker/index.html
+++ b/en/developer-guide/applications/controls/emailpicker/index.html
@@ -18,7 +18,7 @@
     <meta name="apple-mobile-web-app-capable" content="yes">
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@@ -90,11 +90,11 @@
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Email Picker
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="email-picker"><a href="#email-picker" class="header-anchor">#</a> Email Picker</h1> <h1 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h1> <p><img src="/.attachments/applications/Controls/emailpickercontrol.png" alt="Email Picker Displayed On Form"></p> <h1 id="description"><a href="#description" class="header-anchor">#</a> Description</h1> <p>This control is used to enter an emails in field. It is checking the format of email and also there is a function to verify the email.</p> <p><img src="/.attachments/applications/Controls/emailpickerverifying.png" alt="Email Picker Displayed On Form"></p> <h1 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h1> <p>Control can be binded to any field on form of type SingleLine.Text.</p> <h1 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h1> <ul><li>Min Mail Count - Minimum of emails imputed</li> <li>Max Mail Count - Maximum of emails that can be imputed</li> <li>Verification Feature
-<ul><li>Disabled (default)</li> <li>Enabled</li></ul></li></ul> <p>Using Verifying</p> <ul><li>Entity Name - Entity name of the record the EmailPicker is on. Required if verification feature is enabled.</li> <li>Record Id - Primary key of the record the EmailPicker is on. Required if verification feature is enabled.</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/emailpicker.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/datasetgeolocationviewer/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li>Disabled (default)</li> <li>Enabled</li></ul></li></ul> <p>Using Verifying</p> <ul><li>Entity Name - Entity name of the record the EmailPicker is on. Required if verification feature is enabled.</li> <li>Record Id - Primary key of the record the EmailPicker is on. Required if verification feature is enabled.</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/emailpicker.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/datasetgeolocationviewer/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Dataset Geolocation Viewer
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         Email Designer
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diff --git a/en/developer-guide/applications/controls/filepicker/index.html b/en/developer-guide/applications/controls/filepicker/index.html
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@@ -92,11 +92,11 @@
     Form Button
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/formbutton/#displayed-on-form" class="anchor-link"><div>Displayed on form</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/formbutton/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/formbutton/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/formbutton/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="form-button"><a href="#form-button" class="header-anchor">#</a> Form Button</h1> <h2 id="displayed-on-form"><a href="#displayed-on-form" class="header-anchor">#</a> Displayed on form</h2> <p><img src="/.attachments/applications/Controls/formbuttoncontrol.png" alt="Displayed Form Button Control"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control allows to have a button inside the form. You use it to open a link or to trigger a script.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>This control can be binded to any field of type SingleLine.Text.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Type
 <ul><li>URL - Opens a selected url</li> <li>JavaScript Method - You need to attach script as OnChange event to use this method</li></ul></li> <li>URL - Select url</li> <li>Hover Text - Text that will be displayed when you hover on the button</li> <li>Label - Text that will be displayed on the button</li> <li>Target
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@@ -110,11 +110,11 @@
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href="/assets/js/page-Userguide--4626294a.f485f984.js"><link rel="prefetch" href="/assets/js/page-Views--0a762244.90db2b7d.js"><link rel="prefetch" href="/assets/js/page-Views--48d2308c.bc990c9a.js"><link rel="prefetch" href="/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js"><link rel="prefetch" href="/assets/js/page-WebResource--b12c16bc.0e9a52c4.js"><link rel="prefetch" href="/assets/js/page-WordConnector--b0d39fbc.8b848167.js"><link rel="prefetch" href="/assets/js/page-Workflow--5c9d2606.a7f35ed4.js"><link rel="prefetch" href="/assets/js/vendors~docsearch.4e98b6bd.js"><link rel="prefetch" href="/assets/js/vendors~flowchart.763b70c7.js"><link rel="prefetch" href="/assets/js/vendors~photo-swipe.5b6496a1.js"><link rel="prefetch" href="/assets/js/vendors~reveal.32802352.js">
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   </head>
   <body>
@@ -90,11 +90,11 @@
         HTML Content Display
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     HTML Content Display
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="html-content-display"><a href="#html-content-display" class="header-anchor">#</a> HTML Content Display</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/htmlcontentdisplaycontrol.png" alt="Displayed Form Button Control"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control can display html content from webresource inside form.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>This control can be binded to any field of type TwoOptions (boolean).</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Web Resource (required) - Url of HTML webresource that should be displayed.</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/htmlcontentdisplay.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/formbutton/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="html-content-display"><a href="#html-content-display" class="header-anchor">#</a> HTML Content Display</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/htmlcontentdisplaycontrol.png" alt="Displayed Form Button Control"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control can display html content from webresource inside form.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>This control can be binded to any field of type TwoOptions (boolean).</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Web Resource (required) - Url of HTML webresource that should be displayed.</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/htmlcontentdisplay.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/formbutton/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Form Button
       </a></span> <span class="next"><a href="/en/developer-guide/applications/controls/infocard/">
         Info Card
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diff --git a/en/developer-guide/applications/controls/infocard/index.html b/en/developer-guide/applications/controls/infocard/index.html
index 51db4244b..70bd03c1c 100644
--- a/en/developer-guide/applications/controls/infocard/index.html
+++ b/en/developer-guide/applications/controls/infocard/index.html
@@ -18,7 +18,7 @@
     <meta name="apple-mobile-web-app-capable" content="yes">
     <meta name="apple-mobile-web-app-status-bar-style" content="black">
     
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href="/assets/js/187.3864cc2c.js"><link rel="prefetch" href="/assets/js/layout-Blog.ee7b4e53.js"><link rel="prefetch" href="/assets/js/layout-NotFound.79c0f0ed.js"><link rel="prefetch" href="/assets/js/layout-Slide.ae6161bd.js"><link rel="prefetch" href="/assets/js/page--3980135b.82ab346a.js"><link rel="prefetch" href="/assets/js/page--42dcb9c2.dc026be1.js"><link rel="prefetch" href="/assets/js/page--61f45bf4.10e704c7.js"><link rel="prefetch" href="/assets/js/page--77aa15e2.76fd22cd.js"><link rel="prefetch" href="/assets/js/page--a34a6eca.391b7529.js"><link rel="prefetch" href="/assets/js/page--c3c7a5bc.f2fb5a52.js"><link rel="prefetch" href="/assets/js/page-Addapurchaseinvoicedetail--ea93667c.b1537acb.js"><link rel="prefetch" href="/assets/js/page-Addhistoricalcontract--5673b442.bacfba07.js"><link rel="prefetch" href="/assets/js/page-Addproductstoquoteororder--7a4f0ea0.faa61da0.js"><link rel="prefetch" href="/assets/js/page-AddressPicker--0f62513c.f32d9bfa.js"><link rel="prefetch" 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@@ -95,11 +95,11 @@
     &lt;attribute name=&quot;emailaddress2&quot; /&gt;
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   &lt;/entity&gt;
-&lt;/fetch&gt;</code></pre></td> <td><code>input</code></td> <td><code>false</code></td></tr> <tr><td>actionLink</td> <td>Link for contact/account profile editing.</td> <td><code>SingleLine.Text</code></td> <td></td> <td><code>input</code></td> <td><code>false</code></td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/infocard.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+&lt;/fetch&gt;</code></pre></td> <td><code>input</code></td> <td><code>false</code></td></tr> <tr><td>actionLink</td> <td>Link for contact/account profile editing.</td> <td><code>SingleLine.Text</code></td> <td></td> <td><code>input</code></td> <td><code>false</code></td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/infocard.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/controls/keyfigures/index.html b/en/developer-guide/applications/controls/keyfigures/index.html
index 44831d2db..cf6a12235 100644
--- a/en/developer-guide/applications/controls/keyfigures/index.html
+++ b/en/developer-guide/applications/controls/keyfigures/index.html
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-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br><span class="line-number">18</span><br></div></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/keyfigures.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/infocard/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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href="/assets/js/page-Templates--62ea1922.e49b242e.js"><link rel="prefetch" href="/assets/js/page-TemplatesClassification--09db78b4.42ff5eb0.js"><link rel="prefetch" href="/assets/js/page-Terminatecontract--7855c744.6ad8fb1e.js"><link rel="prefetch" href="/assets/js/page-Texteditor--18a80fc0.d6c642c0.js"><link rel="prefetch" href="/assets/js/page-Timeline--20708262.fe15c7e8.js"><link rel="prefetch" href="/assets/js/page-Trackandmanageactivities--ec005ffc.41157ac1.js"><link rel="prefetch" href="/assets/js/page-Trackyourprogresswithdashboardsandcharts--a18b923c.d9ab457e.js"><link rel="prefetch" href="/assets/js/page-TreeView--8f061ffc.cb3c25a9.js"><link rel="prefetch" href="/assets/js/page-UCIExtensions--51ebd510.03bd6b73.js"><link rel="prefetch" href="/assets/js/page-Useaccountstomanagecustomercompanies--222229e4.08049c8d.js"><link rel="prefetch" href="/assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.3be54a8a.js"><link rel="prefetch" href="/assets/js/page-Userguide--4626294a.f485f984.js"><link rel="prefetch" href="/assets/js/page-Views--0a762244.90db2b7d.js"><link rel="prefetch" href="/assets/js/page-Views--48d2308c.bc990c9a.js"><link rel="prefetch" href="/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js"><link rel="prefetch" href="/assets/js/page-WebResource--b12c16bc.0e9a52c4.js"><link rel="prefetch" href="/assets/js/page-WordConnector--b0d39fbc.8b848167.js"><link rel="prefetch" href="/assets/js/page-Workflow--5c9d2606.a7f35ed4.js"><link rel="prefetch" href="/assets/js/vendors~docsearch.4e98b6bd.js"><link rel="prefetch" href="/assets/js/vendors~flowchart.763b70c7.js"><link rel="prefetch" href="/assets/js/vendors~photo-swipe.5b6496a1.js"><link rel="prefetch" href="/assets/js/vendors~reveal.32802352.js">
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   </head>
   <body>
@@ -117,11 +117,11 @@
   <span class="token property">&quot;wrap&quot;</span><span class="token operator">:</span> <span class="token boolean">true</span><span class="token punctuation">,</span>
   <span class="token property">&quot;text&quot;</span><span class="token operator">:</span> <span class="token string">&quot;{$Resources(localization/talxis_salesappsdefault):pinDetail.name }: ${$root.name}&quot;</span>
 <span class="token punctuation">}</span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br></div></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/mappicker.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/keyfigures/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br></div></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/mappicker.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/keyfigures/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/controls/milestones/index.html b/en/developer-guide/applications/controls/milestones/index.html
index b135053ea..4bc3a6aed 100644
--- a/en/developer-guide/applications/controls/milestones/index.html
+++ b/en/developer-guide/applications/controls/milestones/index.html
@@ -18,7 +18,7 @@
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href="/assets/js/page-Userguide--4626294a.f485f984.js"><link rel="prefetch" href="/assets/js/page-Views--0a762244.90db2b7d.js"><link rel="prefetch" href="/assets/js/page-Views--48d2308c.bc990c9a.js"><link rel="prefetch" href="/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js"><link rel="prefetch" href="/assets/js/page-WebResource--b12c16bc.0e9a52c4.js"><link rel="prefetch" href="/assets/js/page-WordConnector--b0d39fbc.8b848167.js"><link rel="prefetch" href="/assets/js/page-Workflow--5c9d2606.a7f35ed4.js"><link rel="prefetch" href="/assets/js/vendors~docsearch.4e98b6bd.js"><link rel="prefetch" href="/assets/js/vendors~flowchart.763b70c7.js"><link rel="prefetch" href="/assets/js/vendors~photo-swipe.5b6496a1.js"><link rel="prefetch" href="/assets/js/vendors~reveal.32802352.js">
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@@ -97,11 +97,11 @@
 <ul><li>Example: <code>talxis_talxis_projectdetail_talxis_projectprocessinstance_projectdetailid</code></li></ul></li> <li>Multiple Child Relationship
 <ul><li>Example: <code>talxis_talxis_project_talxis_projectdetail_projectid</code></li></ul></li> <li>Child Entity Name
 <ul><li><code>talxis_projectdetail</code></li></ul></li> <li>Child Entity Id Field
-<ul><li><code>talxis_projectdetailid</code></li></ul></li> <li>Milestone Name Field - Displayed name of the milestone</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/milestones.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/mappicker/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li><code>talxis_projectdetailid</code></li></ul></li> <li>Milestone Name Field - Displayed name of the milestone</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/milestones.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/mappicker/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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-    <script src="/assets/js/app.597aaffc.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-Milestones--31b0bb02.14773e8d.js" defer></script>
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diff --git a/en/developer-guide/applications/controls/mockapi/index.html b/en/developer-guide/applications/controls/mockapi/index.html
index 9b3068c93..942b724d9 100644
--- a/en/developer-guide/applications/controls/mockapi/index.html
+++ b/en/developer-guide/applications/controls/mockapi/index.html
@@ -18,7 +18,7 @@
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@@ -95,11 +95,11 @@
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p>The first parameter is for the url of the environment you want to connect to. The GUID parameter is the client id of the app you will use to authenticate against the environment.</p> <p>This app needs to have the <code>user_impersonation</code> permission against Dataverse. You can use my own personal app with the id of <code>4880a9e8-fd3c-4b89-9966-dc59b1e09984</code> which was created for this purpose.<br> <strong>Remember to add it to your environment as an app user!</strong></p> <ul><li>Overwrite the webapi in the context received in both init and updateView methods, so that it looks something like this:</li></ul> <div class="language-ts line-numbers-mode"><pre class="language-ts"><code>		<span class="token keyword">this</span><span class="token punctuation">.</span>_context <span class="token operator">=</span> context<span class="token punctuation">;</span>
 		<span class="token keyword">this</span><span class="token punctuation">.</span>_context<span class="token punctuation">.</span>webAPI <span class="token operator">=</span> <span class="token keyword">this</span><span class="token punctuation">.</span>_mockApi<span class="token punctuation">;</span>
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br></div></div><p><strong>REMEMBER - DO IT IN updateView AS WELL</strong></p> <p>On update, new context is received, so we need to overwrite it again.</p> <ul><li>Lastly, when you start the developer environment with <code>npm start</code>, don't use the URL http://127.0.0.1:8181/, but go to http://localhost:8181/</li></ul> <p>This is because the app has a localhost redirect URL. In here, you should log in with your account, consent the app and it should make the requests on your behalf.</p> <p>Mock api can also be used without parameters. This will create an in memory Dataverse like database, that you can send CRUD operations into. It also supports odata filter against that database to test if it works. For development purposes however, it is better to connect to an existing environment.</p> <h2 id="limitations"><a href="#limitations" class="header-anchor">#</a> Limitations</h2> <p>So far, the webapi can Create, Delete, Update, retrieve and retrieve multiple. As of now, we don't support execute of actions or functions. It's also only replacement for the webapi, so you still cannot use Utilities, such as</p> <div class="language-ts line-numbers-mode"><pre class="language-ts"><code><span class="token keyword">this</span><span class="token punctuation">.</span>_context<span class="token punctuation">.</span>utils<span class="token punctuation">.</span><span class="token function">getEntityMetadata</span><span class="token punctuation">(</span><span class="token keyword">this</span><span class="token punctuation">.</span>_context<span class="token punctuation">.</span>page<span class="token punctuation">.</span>entityTypeName<span class="token punctuation">)</span><span class="token punctuation">)</span><span class="token punctuation">.</span>EntitySetName
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p>but the webapi supports a <code>getMetadata()</code> call, which could return setname if you realy need it.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/mockapi.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/milestones/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p>but the webapi supports a <code>getMetadata()</code> call, which could return setname if you realy need it.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/mockapi.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/milestones/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -89,11 +89,11 @@
         Notification Panel
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Notification Panel
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/notificationpanel/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/notificationpanel/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/notificationpanel/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/notificationpanel/#inputs" class="anchor-link"><div>Inputs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/notificationpanel/#preparation" class="anchor-link"><div>Preparation</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="notification-panel"><a href="#notification-panel" class="header-anchor">#</a> Notification Panel</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/notificationpanelcontrol.png" alt="Notification Panel On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control is displaying notifications as adaptive cards for the current user. There can be a button in global tab that is opening dialog with notifications.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Can be binded to any field of type SingleLine.Text.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>none</li></ul> <h2 id="preparation"><a href="#preparation" class="header-anchor">#</a> Preparation</h2> <p>Control is displaying records of talxis_notifaction so you need to create them first. That can be done for example by flows or Record Creation Rules. Adaptive card template is needed as well, you can create some there: https://adaptivecards.io/designer/.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/notificationpanel.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/mockapi/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/notificationpanel/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/notificationpanel/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/notificationpanel/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/notificationpanel/#inputs" class="anchor-link"><div>Inputs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/notificationpanel/#preparation" class="anchor-link"><div>Preparation</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="notification-panel"><a href="#notification-panel" class="header-anchor">#</a> Notification Panel</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/notificationpanelcontrol.png" alt="Notification Panel On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control is displaying notifications as adaptive cards for the current user. There can be a button in global tab that is opening dialog with notifications.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Can be binded to any field of type SingleLine.Text.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>none</li></ul> <h2 id="preparation"><a href="#preparation" class="header-anchor">#</a> Preparation</h2> <p>Control is displaying records of talxis_notifaction so you need to create them first. That can be done for example by flows or Record Creation Rules. Adaptive card template is needed as well, you can create some there: https://adaptivecards.io/designer/.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/notificationpanel.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/mockapi/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -89,11 +89,11 @@
         Optionset Icons
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Optionset Icons
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/optionseticons/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/optionseticons/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/optionseticons/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/optionseticons/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="optionset-icons"><a href="#optionset-icons" class="header-anchor">#</a> Optionset Icons</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/optionseticons.png" alt="Optionset Icons Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control is adding an icons to optionset. There is maximum of 5 options with icon.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Control can be binded to any field of type optionset.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Icon1</li> <li>icon2</li> <li>Icon3</li> <li>Icon4</li> <li>Icon5</li> <li>Selected Color - Color of selected value</li></ul> <p>List of icons: https://developer.microsoft.com/en-us/fluentui#/styles/web/icons#fabric-icons-tool</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/optionseticons.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/notificationpanel/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/optionseticons/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/optionseticons/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/optionseticons/#binding-field" class="anchor-link"><div>Binding Field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/optionseticons/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="optionset-icons"><a href="#optionset-icons" class="header-anchor">#</a> Optionset Icons</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/optionseticons.png" alt="Optionset Icons Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control is adding an icons to optionset. There is maximum of 5 options with icon.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h2> <p>Control can be binded to any field of type optionset.</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Icon1</li> <li>icon2</li> <li>Icon3</li> <li>Icon4</li> <li>Icon5</li> <li>Selected Color - Color of selected value</li></ul> <p>List of icons: https://developer.microsoft.com/en-us/fluentui#/styles/web/icons#fabric-icons-tool</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/optionseticons.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/notificationpanel/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Notification Panel
       </a></span> <span class="next"><a href="/en/developer-guide/applications/controls/phonepicker/">
         Phone Picker
         <svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon next-icon"><path d="M906.772 512c0 4.772-2.211 9.267-5.99 12.175L524.257 813.66a15.37 15.37 0 01-18.616.092 15.368 15.368 0 01-5.038-17.91l75.714-191.672h-443.73c-8.488 0-15.36-6.881-15.36-15.36v-153.6c0-8.489 6.872-15.36 15.36-15.36h443.73l-75.714-191.682a15.358 15.358 0 015.048-17.91c5.51-4.158 13.128-4.137 18.606.092l376.525 289.485a15.323 15.323 0 015.99 12.165z" fill="currentColor"></path></svg></a></span></p></div> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
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diff --git a/en/developer-guide/applications/controls/phonepicker/index.html b/en/developer-guide/applications/controls/phonepicker/index.html
index 998fc7b3b..879d5716d 100644
--- a/en/developer-guide/applications/controls/phonepicker/index.html
+++ b/en/developer-guide/applications/controls/phonepicker/index.html
@@ -18,7 +18,7 @@
     <meta name="apple-mobile-web-app-capable" content="yes">
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href="/assets/js/187.3864cc2c.js"><link rel="prefetch" href="/assets/js/layout-Blog.ee7b4e53.js"><link rel="prefetch" href="/assets/js/layout-NotFound.79c0f0ed.js"><link rel="prefetch" href="/assets/js/layout-Slide.ae6161bd.js"><link rel="prefetch" href="/assets/js/page--3980135b.82ab346a.js"><link rel="prefetch" href="/assets/js/page--42dcb9c2.dc026be1.js"><link rel="prefetch" href="/assets/js/page--61f45bf4.10e704c7.js"><link rel="prefetch" href="/assets/js/page--77aa15e2.76fd22cd.js"><link rel="prefetch" href="/assets/js/page--a34a6eca.391b7529.js"><link rel="prefetch" href="/assets/js/page--c3c7a5bc.f2fb5a52.js"><link rel="prefetch" href="/assets/js/page-Addapurchaseinvoicedetail--ea93667c.b1537acb.js"><link rel="prefetch" href="/assets/js/page-Addhistoricalcontract--5673b442.bacfba07.js"><link rel="prefetch" href="/assets/js/page-Addproductstoquoteororder--7a4f0ea0.faa61da0.js"><link rel="prefetch" href="/assets/js/page-AddressPicker--0f62513c.f32d9bfa.js"><link rel="prefetch" 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@@ -92,11 +92,11 @@
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="phone-picker"><a href="#phone-picker" class="header-anchor">#</a> Phone Picker</h1> <h1 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h1> <p><img src="/.attachments/applications/Controls/phonepickercontrol.png" alt="Email Picker Displayed On Form"></p> <h1 id="description"><a href="#description" class="header-anchor">#</a> Description</h1> <p>This control is used to enter a phone number in field. It is checking the format of phone and also there is a function to verify the phone.</p> <h1 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding Field</h1> <p>Control can be binded to field of type SingleLine.Phone, SingleLine.Text and SingleLine.</p> <h1 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h1> <ul><li>Default Country Code - Set to &quot;CZ&quot; by default.</li> <li>Place Holder Message - Default vaule is &quot;---&quot;</li> <li>Call Feature
 <ul><li>Disabled</li> <li>Enabled (default)</li></ul></li> <li>Enforce Mobile - Enforce mobile phone or allow landline
 <ul><li>Disabled</li> <li>Enabled (default)</li></ul></li> <li>Verification Feature
-<ul><li>Disabled (default)</li> <li>Enabled</li></ul></li></ul> <p>Using Verication Feature</p> <ul><li>Entity Name (required)</li> <li>Record Id (required)</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/phonepicker.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/optionseticons/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li>Disabled (default)</li> <li>Enabled</li></ul></li></ul> <p>Using Verication Feature</p> <ul><li>Entity Name (required)</li> <li>Record Id (required)</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/phonepicker.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/optionseticons/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Optionset Icons
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         Quick Lookup Edit
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diff --git a/en/developer-guide/applications/controls/quicklookupedit/index.html b/en/developer-guide/applications/controls/quicklookupedit/index.html
index 17774bc39..b26177abf 100644
--- a/en/developer-guide/applications/controls/quicklookupedit/index.html
+++ b/en/developer-guide/applications/controls/quicklookupedit/index.html
@@ -18,7 +18,7 @@
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@@ -89,11 +89,11 @@
         Quick Lookup Edit
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Quick Lookup Edit
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/quicklookupedit/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/quicklookupedit/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/quicklookupedit/#binding-field" class="anchor-link"><div>Binding field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/quicklookupedit/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="quick-lookup-edit"><a href="#quick-lookup-edit" class="header-anchor">#</a> Quick Lookup Edit</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/quicklookupeditcontrol.png" alt="Quick Lookup Edit Displayed On Form"> <img src="/.attachments/applications/Controls/quicklookupeditcontrol2.png" alt="Quick Lookup Edit Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control adding posibility to quickly edit lookup filed.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding field</h2> <p>Control can be binded to any filed of type SingleLine.Text</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Entity Name - Name of entity where the control is placed.</li> <li>Entity Id - Id of the record where the control is placed.</li> <li>Lookup Entity - The name of the target entity of lookup field</li> <li>Lookup Field - Lookup field from which the value will be displayed (usually like _fieldname_value)</li> <li>Lookup Navigation Entity - The navigation entity for relationship store which is used when creating a new linked entity</li> <li>Custom Button Icon - Icon of custom button</li> <li>Custom Button Label - Label of custom button</li> <li>Custom Button Url - Url of custom button - Can be set to google maps for example</li> <li>Custom Button Expand Query - Expand Query to pass to WebAPI to obtain data which are passed to CustomButtonUrl LiquidMapper</li> <li>Fomr Id - ID of the form</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/quicklookupedit.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/phonepicker/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/quicklookupedit/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/quicklookupedit/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/quicklookupedit/#binding-field" class="anchor-link"><div>Binding field</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/quicklookupedit/#inputs" class="anchor-link"><div>Inputs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="quick-lookup-edit"><a href="#quick-lookup-edit" class="header-anchor">#</a> Quick Lookup Edit</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/quicklookupeditcontrol.png" alt="Quick Lookup Edit Displayed On Form"> <img src="/.attachments/applications/Controls/quicklookupeditcontrol2.png" alt="Quick Lookup Edit Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control adding posibility to quickly edit lookup filed.</p> <h2 id="binding-field"><a href="#binding-field" class="header-anchor">#</a> Binding field</h2> <p>Control can be binded to any filed of type SingleLine.Text</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Entity Name - Name of entity where the control is placed.</li> <li>Entity Id - Id of the record where the control is placed.</li> <li>Lookup Entity - The name of the target entity of lookup field</li> <li>Lookup Field - Lookup field from which the value will be displayed (usually like _fieldname_value)</li> <li>Lookup Navigation Entity - The navigation entity for relationship store which is used when creating a new linked entity</li> <li>Custom Button Icon - Icon of custom button</li> <li>Custom Button Label - Label of custom button</li> <li>Custom Button Url - Url of custom button - Can be set to google maps for example</li> <li>Custom Button Expand Query - Expand Query to pass to WebAPI to obtain data which are passed to CustomButtonUrl LiquidMapper</li> <li>Fomr Id - ID of the form</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/quicklookupedit.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/phonepicker/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Phone Picker
       </a></span> <span class="next"><a href="/en/developer-guide/applications/controls/rating/">
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@@ -102,11 +102,11 @@
 <ul><li>Field filling when checking property, can be used as expiration date</li></ul></li> <li>Is Default Field
 <ul><li>Field on entity where is stored information if the field is default or not (boolean)</li></ul></li> <li>Is Disabled Field
 <ul><li>Field on entity where is stored information if the field is disabled or not (boolean)</li></ul></li> <li>Hierarchy Parent Field Name
-<ul><li>Example: <code>talxis_parentproductid</code></li></ul></li> <li>Connection Type - Field saying connection type</li> <li>Enabled Levels</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/treeview.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/rating/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li>Example: <code>talxis_parentproductid</code></li></ul></li> <li>Connection Type - Field saying connection type</li> <li>Enabled Levels</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/treeview.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/rating/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     WBS - Work Breakdown Structure
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/wbs/#visual-example" class="anchor-link"><div>Visual Example</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/wbs/#description" class="anchor-link"><div>Description</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/wbs/#binding-fields" class="anchor-link"><div>Binding Fields</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/wbs/#inputs" class="anchor-link"><div>Inputs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/wbs/#display-mode" class="anchor-link"><div>Display Mode</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/wbs/#time-display" class="anchor-link"><div>Time Display</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/controls/wbs/#drag-and-drop-changing-start-end-date-of-project-tasks" class="anchor-link"><div>Drag and Drop - Changing start/end date of project tasks</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="wbs-work-breakdown-structure"><a href="#wbs-work-breakdown-structure" class="header-anchor">#</a> WBS - Work Breakdown Structure</h1> <h2 id="visual-example"><a href="#visual-example" class="header-anchor">#</a> Visual Example</h2> <p><img src="/.attachments/applications/Controls/wbsganttcontrol.png" alt="Gantt Displayed On Form"></p> <p><img src="/.attachments/applications/Controls/wbsviewcontrol.png" alt="WBS View Displayed On Form"></p> <h2 id="description"><a href="#description" class="header-anchor">#</a> Description</h2> <p>This control is used to creating records of project task. There is a overview of all tasks related to project in callendar.</p> <h2 id="binding-fields"><a href="#binding-fields" class="header-anchor">#</a> Binding Fields</h2> <p>Control can be binded to any filed of type SingleLine.Text</p> <h2 id="inputs"><a href="#inputs" class="header-anchor">#</a> Inputs</h2> <ul><li>Mode - Specifies whether the fomr is binded to Project or Project Detail
-<ul><li>Project</li> <li>Project Detail</li></ul></li> <li>Object Id - Specifies the id of current Project/Project Detail</li> <li>Object Name - Spcifies the name of current Project/ Project Detail</li> <li>Gant Item Field Name - Name of field to be displayed in Gannt</li></ul> <h2 id="display-mode"><a href="#display-mode" class="header-anchor">#</a> Display Mode</h2> <p>You can switch between view and gantt mode by the button.</p> <h2 id="time-display"><a href="#time-display" class="header-anchor">#</a> Time Display</h2> <p>You can choose what are the time periods of displayed tasks. Options are:</p> <ul><li>Half-Days</li> <li>Days</li> <li>Weeks</li> <li>Months</li></ul> <h2 id="drag-and-drop-changing-start-end-date-of-project-tasks"><a href="#drag-and-drop-changing-start-end-date-of-project-tasks" class="header-anchor">#</a> Drag and Drop - Changing start/end date of project tasks</h2> <p>It is possible to change start/end date of project task by drag and drop.</p> <p>Snapping (where the item snaps) is set by Time Display:</p> <ul><li>Period = Half-Days or Days - Items snap to Half-Days</li> <li>Period = Weeks - Items snap to Days</li> <li>Period = Months - Items snap to Weeks</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/wbs.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/treeview/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li>Project</li> <li>Project Detail</li></ul></li> <li>Object Id - Specifies the id of current Project/Project Detail</li> <li>Object Name - Spcifies the name of current Project/ Project Detail</li> <li>Gant Item Field Name - Name of field to be displayed in Gannt</li></ul> <h2 id="display-mode"><a href="#display-mode" class="header-anchor">#</a> Display Mode</h2> <p>You can switch between view and gantt mode by the button.</p> <h2 id="time-display"><a href="#time-display" class="header-anchor">#</a> Time Display</h2> <p>You can choose what are the time periods of displayed tasks. Options are:</p> <ul><li>Half-Days</li> <li>Days</li> <li>Weeks</li> <li>Months</li></ul> <h2 id="drag-and-drop-changing-start-end-date-of-project-tasks"><a href="#drag-and-drop-changing-start-end-date-of-project-tasks" class="header-anchor">#</a> Drag and Drop - Changing start/end date of project tasks</h2> <p>It is possible to change start/end date of project task by drag and drop.</p> <p>Snapping (where the item snaps) is set by Time Display:</p> <ul><li>Period = Half-Days or Days - Items snap to Half-Days</li> <li>Period = Weeks - Items snap to Days</li> <li>Period = Months - Items snap to Weeks</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/controls/wbs.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/treeview/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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 To create a new connection, use the Connect button in the top bar.</p> <p><img src="/.attachments/Procurement/connectButton.png" alt="Connect Button"></p> <p>For example, you can add links to other organizations (such as a former employee) or recommendations.</p> <p><strong>Consents</strong></p> <p>On the Consents tab, you can see the consents granted to you, for example, for sending offers or newsletters, and the validity dates of the consents, or the preferred methods of contacting you.</p> <h3 id="projects"><a href="#projects" class="header-anchor">#</a> <strong>Projects</strong></h3> <p>There is only one Information tab on the project record. Under projects, you can add individual Accounts that are included in the project using the Add Existing Account button.</p> <p>At the same time, it is possible to fill in, for example, the planned and actual start and end of the project, the expected and real costs and revenues.</p> <h3 id="purchase-invoices"><a href="#purchase-invoices" class="header-anchor">#</a> <strong>Purchase Invoices</strong></h3> <p>Invoices can be found in the left menu divided into the following categories according to where they are currently in the approval process:</p> <ul><li>New</li> <li>Pending for approval</li> <li>Pre-approved</li> <li>Approved</li> <li>Paid</li> <li>All</li></ul> <p><strong>Purchase Invoices group</strong></p> <p><img src="/.attachments/Procurement/PurchaseInvoicesGroup.png" alt="Purchase Invoices Group"></p> <p>When you select one of the options, you will see a table of all invoices falling into this category with the values of some important fields that you fill in on the invoice.</p> <p><strong>Process</strong></p> <p>The Status and Status Reason fields are linked to the invoice process, which is displayed in red at the top of the record.</p> <p><img src="/.attachments/Procurement/PurchaseInvoiceBPF.png" alt="Purchase Invoices BPF"></p> <p><strong>Status of Purchase Invoice</strong></p> <p>The status of the invoice in which it is currently located. Possible values are:</p> <table><thead><tr><th>Status</th> <th style="text-align:left;">Definition</th></tr></thead> <tbody><tr><td>Active</td> <td style="text-align:left;">The invoice is active, it is possible to edit it (it was not sent for approval, it is not closed or it was not canceled)</td></tr> <tr><td>Pending for Approval</td> <td style="text-align:left;">The invoice is awaiting approval</td></tr> <tr><td>Closed</td> <td style="text-align:left;">the invoice is already closed, has been approved or rejected</td></tr> <tr><td>Inactive</td> <td style="text-align:left;">The invoice is not active, it has been canceled</td></tr></tbody></table> <p><em>The invoice can only be edited in the Active state, in other states only the invoice lines on the Products tab can be changed</em></p> <p><strong>Status Reason of Purchase Invoice</strong></p> <p>Status Reason is a subcategory of Status, it indicates the reason why the invoice is in the given status and specifies its status. Some Status Reasons have the same name as Statuses because you do not need to specify them further.</p> <p><em>For example, if the Invoice Status is Pending for Approval, the Status Reason will also be Pending for Approval.</em></p> <table><thead><tr><th>Status Reason</th> <th style="text-align:left;">Definition</th></tr></thead> <tbody><tr><td>Active</td> <td style="text-align:left;">The invoice is active, it is possible to edit it (it was not sent for approval, it is not closed or it was not canceled; same as <em>Status Active</em>)</td></tr> <tr><td>Pending for Approval</td> <td style="text-align:left;">The invoice is waiting for approval (same as <em>Status Pending for Approval</em>)</td></tr> <tr><td>Pre-Approved</td> <td style="text-align:left;">The invoice has been pre-approved</td></tr> <tr><td>Rejected</td> <td style="text-align:left;">The invoice has been rejected</td></tr> <tr><td>Paid</td> <td style="text-align:left;">The invoice has already been paid</td></tr> <tr><td>Inactive</td> <td style="text-align:left;">The invoice is inactive</td></tr> <tr><td>Canceled</td> <td style="text-align:left;">The invoice has been canceled</td></tr></tbody></table> <p><strong>Owner</strong></p> <p>The person who created the invoice in the application is filled in as the owner of the invoice. The owner on invoices cannot be changed.</p> <p><strong>Invoice numbering</strong></p> <p>After saving the invoice, the Internal Id field is automatically filled in (locked, cannot be changed) in the format:</p> <p><em>Short Code for the given Account / year / invoice number</em></p> <p><strong>Currency</strong></p> <p>The currency on the invoice is automatically filled in according to the set default currency.</p> <p><strong>Total amount &amp; Total amount with VAT</strong></p> <p>Total amount and Total amount with VAT are calculated from the invoice lines on the Products tab (Purchase Invoice Details)</p> <p>These fields are recalculated automatically, but sometimes it may take a while for the resulting amount to be overwritten, in which case refresh the page or you can use the manual recalculation button (calculator symbol) and then Recalculate.</p> <p><img src="/.attachments/Procurement/totalAmount.png" alt="Total Amount"></p> <p><strong>Were Total Amounts Changed During Approval</strong></p> <p>The <em>Were Total Amounts Changed During Approval</em> field cannot be edited manually. This field indicates whether the invoice amount (Total Amount and Total Anout with VAT) remained the same during the approval process, its values are Yes and No.
 If the light is set to Yes, it means that the amount has not changed, if to No, it has been adjusted in the process.</p> <p><img src="/.attachments/Procurement/wereTotalAmountsChanged.png" alt="Were Total Amounts Changed"></p> <p><strong>Timeline</strong></p> <p>You can create your own notes on the saved record, to which you can also attach files (by clicking on the + symbol).
 At the same time, system notes are displayed here in the approval process - for example, to whom the invoice was sent for approval. An important function of the timeline on invoices is also the display of responses to approval (rejection or confirmation) as well as additional comments (eg when rejecting an invoice).
-Notes are sorted by the time they were added, you can sort or filter them.</p> <p><img src="/.attachments/Procurement/invoiceTimeline.png" alt="Invoice Timeline"></p> <p><strong>Products tab (Purchase Invoice Details)</strong></p> <p>On the Products tab, you can use the New Purchase Invoice Detail button to add individual invoice items (lines). The option will be available to you only after the first saving of the invoice - rows can be added to an existing record.</p> <p><img src="/.attachments/Procurement/invoiceProducts.png" alt="Invoice Products"></p> <p>After clicking on the new Purchase Invoice Details button, a form will appear in the right part of the screen, in which you can enter details. Pay attention to the mandatory Category field, where you can select an existing category or create a new one via the New Purchase Category option.</p> <p><img src="/.attachments/Procurement/InvoiceDetailQuickCreate.png" alt="Invoice Detail Quick Create"></p> <h3 id="configuration"><a href="#configuration" class="header-anchor">#</a> <strong>Configuration</strong></h3> <p>This option is not available to everyone, the Director permission is required to make changes.</p> <p>In the lower left corner, switch the Customers area to the Settings area and then select the TALXIS Configuration option in the left panel.</p> <p>Here you can change the following:</p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Definition</th></tr></thead> <tbody><tr><td>Configuration Name</td> <td style="text-align:left;">Name for the given configuration</td></tr> <tr><td>Accounting Email</td> <td style="text-align:left;">Users who belong to the accounting department</td></tr> <tr><td>Approval Reminder</td> <td style="text-align:left;">After how many hours an alert should arrive for a pending Approval</td></tr> <tr><td>Due Date Reminder</td> <td style="text-align:left;">How many days before the due date of the invoice should be notified</td></tr> <tr><td>Check Availability In Next Hours</td> <td style="text-align:left;">After how many hours to check if the user is available for Approval</td></tr> <tr><td>All Must Approve Above Limit</td> <td style="text-align:left;">An invoice that must be approved by the chief approvers if the invoice exceeds the given price</td></tr> <tr><td>Chief Approvers</td> <td style="text-align:left;">Approvers who must approve an invoice if it exceeds a given price</td></tr></tbody></table> <p><img src="/.attachments/Procurement/configuration.png" alt="Configuration"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/modules/operation/procurement.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Notes are sorted by the time they were added, you can sort or filter them.</p> <p><img src="/.attachments/Procurement/invoiceTimeline.png" alt="Invoice Timeline"></p> <p><strong>Products tab (Purchase Invoice Details)</strong></p> <p>On the Products tab, you can use the New Purchase Invoice Detail button to add individual invoice items (lines). The option will be available to you only after the first saving of the invoice - rows can be added to an existing record.</p> <p><img src="/.attachments/Procurement/invoiceProducts.png" alt="Invoice Products"></p> <p>After clicking on the new Purchase Invoice Details button, a form will appear in the right part of the screen, in which you can enter details. Pay attention to the mandatory Category field, where you can select an existing category or create a new one via the New Purchase Category option.</p> <p><img src="/.attachments/Procurement/InvoiceDetailQuickCreate.png" alt="Invoice Detail Quick Create"></p> <h3 id="configuration"><a href="#configuration" class="header-anchor">#</a> <strong>Configuration</strong></h3> <p>This option is not available to everyone, the Director permission is required to make changes.</p> <p>In the lower left corner, switch the Customers area to the Settings area and then select the TALXIS Configuration option in the left panel.</p> <p>Here you can change the following:</p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Definition</th></tr></thead> <tbody><tr><td>Configuration Name</td> <td style="text-align:left;">Name for the given configuration</td></tr> <tr><td>Accounting Email</td> <td style="text-align:left;">Users who belong to the accounting department</td></tr> <tr><td>Approval Reminder</td> <td style="text-align:left;">After how many hours an alert should arrive for a pending Approval</td></tr> <tr><td>Due Date Reminder</td> <td style="text-align:left;">How many days before the due date of the invoice should be notified</td></tr> <tr><td>Check Availability In Next Hours</td> <td style="text-align:left;">After how many hours to check if the user is available for Approval</td></tr> <tr><td>All Must Approve Above Limit</td> <td style="text-align:left;">An invoice that must be approved by the chief approvers if the invoice exceeds the given price</td></tr> <tr><td>Chief Approvers</td> <td style="text-align:left;">Approvers who must approve an invoice if it exceeds a given price</td></tr></tbody></table> <p><img src="/.attachments/Procurement/configuration.png" alt="Configuration"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/modules/operation/procurement.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Deploy an Environment
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/onboarding/deploy-an-environment/#introduction" class="anchor-link"><div>Introduction</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/onboarding/deploy-an-environment/#consent-application-registrations" class="anchor-link"><div>Consent Application Registrations</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/onboarding/deploy-an-environment/#configure-an-existing-environment-for-the-deployment" class="anchor-link"><div>Configure an Existing Environment for the Deployment</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/onboarding/deploy-an-environment/#prerequisites" class="anchor-link"><div>Prerequisites</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/onboarding/deploy-an-environment/#manual-steps" class="anchor-link"><div>Manual Steps</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="deploy-an-environment"><a href="#deploy-an-environment" class="header-anchor">#</a> Deploy an Environment</h1> <p>All the following content follows Power Platform's best practices to meet all security and lifecycle management standards. Specific tenant situations may be consulted with NETWORG.</p> <h2 id="introduction"><a href="#introduction" class="header-anchor">#</a> Introduction</h2> <p>All Dataverse customizations published by NETWORG are distributed through managed solutions if technically possible. There are automated deployments to avoid unnecessary manual actions and smoothen up the release of a new application version.</p> <h2 id="consent-application-registrations"><a href="#consent-application-registrations" class="header-anchor">#</a> Consent Application Registrations</h2> <p><strong>Following actions are done by the global (tenant) administrator</strong>. (NETWORG offers full tenant management if the customer prefers this option)</p> <p>Application registration allows to interact with customer's Dataverse environments without interactive access. The automated deployments are not possible without this step.</p> <ol><li>Consent application registrations by visiting following links
-<ol><li><a href="https://talxis.com/add-deployment-app" target="_blank" rel="noopener noreferrer">TALXIS Deployments<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li><a href="https://talxis.com/add-portals-app" target="_blank" rel="noopener noreferrer">TALXIS Portals<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li><a href="https://talxis.com/add-metadata-app" target="_blank" rel="noopener noreferrer">TALXIS Metadata Service<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li></ol></li></ol> <p>These applications cannot read any Dataverse data without creating application user on a specific environment and assigning it a proper security role.</p> <h2 id="configure-an-existing-environment-for-the-deployment"><a href="#configure-an-existing-environment-for-the-deployment" class="header-anchor">#</a> Configure an Existing Environment for the Deployment</h2> <h3 id="prerequisites"><a href="#prerequisites" class="header-anchor">#</a> Prerequisites</h3> <ol><li><a href="/en/developer-guide/applications/onboarding/provision-an-environment.html">Provision an environment</a></li> <li><a href="/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment.html">Provide an interactive access to an environment</a></li></ol> <p><strong>Following actions are done by the Dataverse environment System administrator</strong>. (NETWORG performs these steps)</p> <h3 id="manual-steps"><a href="#manual-steps" class="header-anchor">#</a> Manual Steps</h3> <ol><li>Go to <code>{environmentUrl}//main.aspx?app=d365default&amp;forceUCI=0&amp;newWindow=true&amp;pagetype=entityrecord&amp;etn=systemuser&amp;formid=d26924ef-4d80-46f7-ab1d-e6ae80a54ce8</code></li> <li>Set <em>Application Id</em> to <em>4ab337b1-27bc-421d-8d56-7462bbea9831</em> <img src="/.attachments/developer-guide/applications/onboarding/deploy-an-environment/application-user-form.png" alt="Application user form"></li> <li>Save the form</li> <li>Assign the appropriate security permissions and roles for deployment (System Administrator)</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/onboarding/deploy-an-environment.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ol><li><a href="https://talxis.com/add-deployment-app" target="_blank" rel="noopener noreferrer">TALXIS Deployments<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li><a href="https://talxis.com/add-portals-app" target="_blank" rel="noopener noreferrer">TALXIS Portals<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li><a href="https://talxis.com/add-metadata-app" target="_blank" rel="noopener noreferrer">TALXIS Metadata Service<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li></ol></li></ol> <p>These applications cannot read any Dataverse data without creating application user on a specific environment and assigning it a proper security role.</p> <h2 id="configure-an-existing-environment-for-the-deployment"><a href="#configure-an-existing-environment-for-the-deployment" class="header-anchor">#</a> Configure an Existing Environment for the Deployment</h2> <h3 id="prerequisites"><a href="#prerequisites" class="header-anchor">#</a> Prerequisites</h3> <ol><li><a href="/en/developer-guide/applications/onboarding/provision-an-environment.html">Provision an environment</a></li> <li><a href="/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment.html">Provide an interactive access to an environment</a></li></ol> <p><strong>Following actions are done by the Dataverse environment System administrator</strong>. (NETWORG performs these steps)</p> <h3 id="manual-steps"><a href="#manual-steps" class="header-anchor">#</a> Manual Steps</h3> <ol><li>Go to <code>{environmentUrl}//main.aspx?app=d365default&amp;forceUCI=0&amp;newWindow=true&amp;pagetype=entityrecord&amp;etn=systemuser&amp;formid=d26924ef-4d80-46f7-ab1d-e6ae80a54ce8</code></li> <li>Set <em>Application Id</em> to <em>4ab337b1-27bc-421d-8d56-7462bbea9831</em> <img src="/.attachments/developer-guide/applications/onboarding/deploy-an-environment/application-user-form.png" alt="Application user form"></li> <li>Save the form</li> <li>Assign the appropriate security permissions and roles for deployment (System Administrator)</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/onboarding/deploy-an-environment.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Provide an Interactive Access to an Environment
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment/#introduction" class="anchor-link"><div>Introduction</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment/#add-a-user" class="anchor-link"><div>Add a User</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment/#add-the-user-to-an-isolated-environment" class="anchor-link"><div>Add the User to an Isolated Environment</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment/#prerequisites" class="anchor-link"><div>Prerequisites</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="provide-an-interactive-access-to-an-environment"><a href="#provide-an-interactive-access-to-an-environment" class="header-anchor">#</a> Provide an Interactive Access to an Environment</h1> <p>All the following content follows Power Platform's best practices to meet all security and lifecycle management standards. Specific tenant situations may be consulted with NETWORG.</p> <h2 id="introduction"><a href="#introduction" class="header-anchor">#</a> Introduction</h2> <p>Interactive access is required due to configuration of the managed applications. For example, setting up connections for connection references being used in the managed flows. Since this can't be done without interactive access, NETWORG requires one interactive user for <a href="/en/developer-guide/applications/onboarding/provision-an-environment.html">the isolated environment</a>. Since the access is provided only to this isolated environment, NETWORG cannot access any data outside of the scope of the delivery.</p> <h2 id="add-a-user"><a href="#add-a-user" class="header-anchor">#</a> Add a User</h2> <p><strong>Following actions are done by the global (tenant) administrator</strong>. (NETWORG offers full tenant management if the customer prefers this option)</p> <ol><li>Go to <a href="https://admin.microsoft.com/" target="_blank" rel="noopener noreferrer">Microsoft 365 admin center<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li>Navigate to <em>Users</em> -&gt; <em>Active users</em> -&gt; <em>Add a user</em> <img src="/.attachments/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment/add-a-user.png" alt="Add a user"> <ol><li><em>Display name</em> should be set to <em>NETWORG Admin Account</em></li> <li><em>Username</em> should be set to <em>admin_networg</em></li> <li>Check <em>Automatically create a password</em></li> <li>Check <em>Require this user to change their password when they first sign in</em></li></ol></li> <li>Assign this user <em><strong>Power Apps per user plan</strong></em> license</li> <li>Provide NETWORG with credentials</li></ol> <h2 id="add-the-user-to-an-isolated-environment"><a href="#add-the-user-to-an-isolated-environment" class="header-anchor">#</a> Add the User to an Isolated Environment</h2> <h3 id="prerequisites"><a href="#prerequisites" class="header-anchor">#</a> Prerequisites</h3> <ol><li><a href="/en/developer-guide/applications/onboarding/provision-an-environment.html">Provision an environment</a></li></ol> <p><strong>Following actions are done by the Power Platform administrator</strong>. (NETWORG offers full Power Platform management if the customer prefers this option)</p> <ol><li>If you have a security group assigned to the isolated environment, make sure that the user is part of this group and wait for up to 24 hours</li> <li>If you do not have a security group assigned to the environment, you must add the user manually
-<ol><li>Go to the <a href="https://admin.powerplatform.microsoft.com/" target="_blank" rel="noopener noreferrer">Power Platform admin center<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li>Navigate to <em>Environments</em> -&gt; select <em><a href="./provision-an-environment">the isolated environment</a></em> you have created -&gt; <em>Settings</em> -&gt; <em>Users + permissions</em> -&gt; <em>Users</em> <img src="/.attachments/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment/settings-users.png" alt="Environment settings - Users"></li> <li>Click on <em>Add user</em> and type in the <em><a href="#add-a-user">created user</a></em></li> <li><em>Add</em> the user and assign the appropriate security permissions and roles for deployment (System Administrator)</li></ol></li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/onboarding/provision-an-environment/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ol><li>Go to the <a href="https://admin.powerplatform.microsoft.com/" target="_blank" rel="noopener noreferrer">Power Platform admin center<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li>Navigate to <em>Environments</em> -&gt; select <em><a href="./provision-an-environment">the isolated environment</a></em> you have created -&gt; <em>Settings</em> -&gt; <em>Users + permissions</em> -&gt; <em>Users</em> <img src="/.attachments/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment/settings-users.png" alt="Environment settings - Users"></li> <li>Click on <em>Add user</em> and type in the <em><a href="#add-a-user">created user</a></em></li> <li><em>Add</em> the user and assign the appropriate security permissions and roles for deployment (System Administrator)</li></ol></li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/onboarding/provide-an-interactive-access-to-an-environment.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/onboarding/provision-an-environment/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Provision an Environment
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/onboarding/provision-an-environment/#introduction" class="anchor-link"><div>Introduction</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/onboarding/provision-an-environment/#create-a-new-environment" class="anchor-link"><div>Create a New Environment</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="provision-an-environment"><a href="#provision-an-environment" class="header-anchor">#</a> Provision an Environment</h1> <p>All the following content follows Power Platform's best practices to meet all security and lifecycle management standards. Specific tenant situations may be consulted with NETWORG.</p> <h2 id="introduction"><a href="#introduction" class="header-anchor">#</a> Introduction</h2> <p>All the TALXIS applications are managed by NETWORG and cannot be customized by the customer or a third-party publisher. There needs to be an isolated Dataverse environment to ensure that premise. Isolated environment also makes it impossible for NETWORG to access any other Power Platform application in the tenant.</p> <h2 id="create-a-new-environment"><a href="#create-a-new-environment" class="header-anchor">#</a> Create a New Environment</h2> <p><strong>Following actions are done by the Power Platform administrator</strong>. (NETWORG offers full Power Platform management if the customer prefers this option)</p> <ol><li>Go to the <a href="https://admin.powerplatform.microsoft.com/account/login/" target="_blank" rel="noopener noreferrer">Power Platform admin center<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li>Select <em>Environments</em> from the left side menu and click on <em>New</em> <ol><li>Set <em>Name</em> (PCTYYXXX-PROD)</li> <li>Select <em>Region</em> (Europe)</li> <li>Select <em>Type</em> (Production)</li> <li>Set <em>Create a database</em> to <em>Yes</em> <img src="/.attachments/developer-guide/applications/onboarding/provision-an-environment/new-environment.png" alt="New environment"></li> <li>Set <em>Language</em> to <em><strong>English</strong></em> - you can enable additional languages later, but English must be set as default language</li> <li>Set <em>URL</em> (lowercase environment's name)</li> <li>Set <em>Currency</em> for customer's primary reporting currency
-<img src="/.attachments/developer-guide/applications/onboarding/provision-an-environment/add-database.png" alt="New environment"></li></ol></li> <li>Deploy additional (display) languages under a specific environment -&gt; <em>Settings</em> -&gt; <em>Product</em> -&gt; <em>Languages</em> <img src="/.attachments/developer-guide/applications/onboarding/provision-an-environment/settings-languages.png" alt="Deploy additional languages"> <ol><li>Provisioning of a new language can take up to 20 minutes.</li></ol></li> <li>It is suggested to assign a security group to this environment to provision users</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/onboarding/provision-an-environment.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<img src="/.attachments/developer-guide/applications/onboarding/provision-an-environment/add-database.png" alt="New environment"></li></ol></li> <li>Deploy additional (display) languages under a specific environment -&gt; <em>Settings</em> -&gt; <em>Product</em> -&gt; <em>Languages</em> <img src="/.attachments/developer-guide/applications/onboarding/provision-an-environment/settings-languages.png" alt="Deploy additional languages"> <ol><li>Provisioning of a new language can take up to 20 minutes.</li></ol></li> <li>It is suggested to assign a security group to this environment to provision users</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/onboarding/provision-an-environment.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><ol start="4"><li>Switch to solution view</li> <li>Manually add new solution structure and add generated .csproj files there (Goal is to automate this also but it is not that simple)</li> <li>Add project references in packages if needed</li></ol> <ul><li>This will create Modules.Sales folder with Sales Module in it with Project Code PCT20020 where the Configuration project is missing, App name is &quot;Default&quot; and Features projects have InvoiceTracking in name.</li></ul> <h3 id="package"><a href="#package" class="header-anchor">#</a> Package</h3> <p>Use this template if you need to add new Package.
 Current parameters:</p> <table><thead><tr><th>Parameter</th> <th>Shortcut</th> <th>Description</th></tr></thead> <tbody><tr><td>--PackageName</td> <td>-P</td> <td>The name of the package. Default is &quot;Main&quot; and this should be changed because Main package should be already present.</td></tr></tbody></table> <p><strong>Steps:</strong></p> <ol><li>Open VS with Folder View</li> <li>Open src folder in VS Terminal</li> <li>Run command <code>dotnet new TALXIS.Packages</code> with all required parameters and optional parameters if needed. Example:</li></ol> <div class="language- line-numbers-mode"><pre class="language-text"><code>dotnet new TALXIS.Packages -o Packages.Sales -n PCT20020 -P Sales
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><ol start="4"><li>Switch to solution view</li> <li>Manually add new solution structure and add generated .csproj file there (Goal is to automate this also but it is not that simple)</li> <li>Add project references in package .csproj file and adjust ImportConfig.xml</li></ol> <h3 id="single-project"><a href="#single-project" class="header-anchor">#</a> Single Project</h3> <p>Use those templates if you need to add a standalone project</p> <p><strong>Current single project templates:</strong></p> <ul><li>TALXIS.App</li> <li>TALXIS.Configuration</li> <li>TALXIS.FeaturesComposition</li> <li>TALXIS.FeaturesLogic</li> <li>TALXIS.FeaturesPresentation</li> <li>TALXIS.Model</li></ul> <p><strong>Current parameters:</strong></p> <table><thead><tr><th>Parameter</th> <th>Shortcut</th> <th>Description</th></tr></thead> <tbody><tr><td>--ModuleName</td> <td>-M</td> <td>The name of the module. Default is &quot;Core&quot; and this should be changed because Core module should be already present.</td></tr> <tr><td>--AppName</td> <td>-A</td> <td>The name of the app. Default is &quot;Home&quot; and this should be changed because Home app should be already present. (Only for TALXIS.App)</td></tr> <tr><td>--FeaturesName</td> <td>-F</td> <td>The name of all feature projects. Default is &quot;Shared&quot; and it can be changed. (Only for TALXIS.Features...)</td></tr> <tr><td>--PrefixName</td> <td>-P</td> <td>The prefix. Default is &quot;ntg&quot;.</td></tr> <tr><td>--PublisherName</td> <td>-Pu</td> <td>Publisher name. Default is &quot;NETWORG&quot;.</td></tr></tbody></table> <p><strong>Steps:</strong></p> <ol><li>Open VS with Folder View</li> <li>Open module folder in VS Terminal</li> <li>Run command <code>dotnet new TALXIS.{TemplateName}</code> with all required parameters and optional parameters if needed. Example:</li></ol> <div class="language- line-numbers-mode"><pre class="language-text"><code>dotnet new TALXIS.Configuration -o Configuration -n PCT20020 -P Sales
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><ol start="4"><li>Switch to solution view</li> <li>Manually add new solution structure and add generated .csproj file there (Goal is to automate this also but it is not that simple)</li> <li>Add project references in packages if needed</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/repo-templates/talxis-templates.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><ol start="4"><li>Switch to solution view</li> <li>Manually add new solution structure and add generated .csproj file there (Goal is to automate this also but it is not that simple)</li> <li>Add project references in packages if needed</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/repo-templates/talxis-templates.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -128,11 +128,11 @@
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>ImportExportXml</span><span class="token punctuation">&gt;</span></span>
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br></div></div><hr> <h3 id="solution-xml"><a href="#solution-xml" class="header-anchor">#</a> <strong>solution.xml</strong></h3> <p>You need to reference <code>&lt;UniqueName&gt;</code> and <code>&lt;SiteMapUniqueName&gt;</code> in <strong>solution.xml</strong> to make it part of builded solution.</p> <ul><li>AppModules type = &quot;80&quot;</li> <li>SiteMaps type = &quot;62&quot;</li></ul> <p><strong>Examples:</strong></p> <div class="language-xml line-numbers-mode"><pre class="language-xml"><code><span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>RootComponent</span> <span class="token attr-name">type</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>80<span class="token punctuation">&quot;</span></span> <span class="token attr-name">schemaName</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>talxis_TALXISRealEstate<span class="token punctuation">&quot;</span></span> <span class="token attr-name">behavior</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>0<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span> 
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>RootComponent</span> <span class="token attr-name">type</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>62<span class="token punctuation">&quot;</span></span> <span class="token attr-name">schemaName</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>talxis_TALXISRealEstate<span class="token punctuation">&quot;</span></span> <span class="token attr-name">behavior</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>0<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span> 
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+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br></div></div><hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/appmodule.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/solution-components/general/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/solution-components/businessrule/index.html b/en/developer-guide/applications/solution-components/businessrule/index.html
index b91490240..bec3c1267 100644
--- a/en/developer-guide/applications/solution-components/businessrule/index.html
+++ b/en/developer-guide/applications/solution-components/businessrule/index.html
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@@ -95,11 +95,11 @@
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>StatusCode</span><span class="token punctuation">&gt;</span></span>2<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>StatusCode</span><span class="token punctuation">&gt;</span></span>
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br></div></div><p><strong>OFF:</strong></p> <div class="language-xml line-numbers-mode"><pre class="language-xml"><code><span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>StateCode</span><span class="token punctuation">&gt;</span></span>0<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>StateCode</span><span class="token punctuation">&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>StatusCode</span><span class="token punctuation">&gt;</span></span>1<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>StatusCode</span><span class="token punctuation">&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br></div></div><p>*You should use first option if you specifically do not want to switch some Business Rule Off.</p> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/businessrule.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br></div></div><p>*You should use first option if you specifically do not want to switch some Business Rule Off.</p> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/businessrule.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/solution-components/canvasapp/index.html b/en/developer-guide/applications/solution-components/canvasapp/index.html
index fa5e111c5..03d980be0 100644
--- a/en/developer-guide/applications/solution-components/canvasapp/index.html
+++ b/en/developer-guide/applications/solution-components/canvasapp/index.html
@@ -19,7 +19,7 @@
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@@ -90,7 +90,7 @@
         Canvas app
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Canvas app
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="canvas-app"><a href="#canvas-app" class="header-anchor">#</a> Canvas app</h1> <h2 id="conventions"><a href="#conventions" class="header-anchor">#</a> CONVENTIONS:</h2> <h3 id="code-placement"><a href="#code-placement" class="header-anchor">#</a> <strong>Code placement</strong></h3> <hr> <h3 id=""><a href="#" class="header-anchor">#</a></h3> <hr> <h3 id="-2"><a href="#-2" class="header-anchor">#</a></h3> <hr> <h3 id="-3"><a href="#-3" class="header-anchor">#</a></h3> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/canvasapp.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <!----> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
-    <script src="/assets/js/app.597aaffc.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-Canvasapp--d25535fc.953fdf17.js" defer></script>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="canvas-app"><a href="#canvas-app" class="header-anchor">#</a> Canvas app</h1> <h2 id="conventions"><a href="#conventions" class="header-anchor">#</a> CONVENTIONS:</h2> <h3 id="code-placement"><a href="#code-placement" class="header-anchor">#</a> <strong>Code placement</strong></h3> <hr> <h3 id=""><a href="#" class="header-anchor">#</a></h3> <hr> <h3 id="-2"><a href="#-2" class="header-anchor">#</a></h3> <hr> <h3 id="-3"><a href="#-3" class="header-anchor">#</a></h3> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/canvasapp.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <!----> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
+    <script src="/assets/js/app.c5d32722.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-Canvasapp--d25535fc.0155ce68.js" defer></script>
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 </html>
diff --git a/en/developer-guide/applications/solution-components/cloudflow/index.html b/en/developer-guide/applications/solution-components/cloudflow/index.html
index c21f46193..3513f45d8 100644
--- a/en/developer-guide/applications/solution-components/cloudflow/index.html
+++ b/en/developer-guide/applications/solution-components/cloudflow/index.html
@@ -19,7 +19,7 @@
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@@ -214,11 +214,11 @@
 	<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>Descriptions</span><span class="token punctuation">&gt;</span></span>
 	<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>FormulaDefinitionFileName</span><span class="token punctuation">&gt;</span></span>/Formulas/talxis_opportunitydetail-talxis_gla.xaml<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>FormulaDefinitionFileName</span><span class="token punctuation">&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>attribute</span><span class="token punctuation">&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br><span class="line-number">18</span><br><span class="line-number">19</span><br><span class="line-number">20</span><br><span class="line-number">21</span><br><span class="line-number">22</span><br><span class="line-number">23</span><br><span class="line-number">24</span><br><span class="line-number">25</span><br><span class="line-number">26</span><br><span class="line-number">27</span><br><span class="line-number">28</span><br><span class="line-number">29</span><br><span class="line-number">30</span><br><span class="line-number">31</span><br><span class="line-number">32</span><br><span class="line-number">33</span><br><span class="line-number">34</span><br><span class="line-number">35</span><br><span class="line-number">36</span><br><span class="line-number">37</span><br><span class="line-number">38</span><br><span class="line-number">39</span><br></div></div><hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/entity.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -143,11 +143,11 @@
 ELSE
 Hide field Total Price (Overriden)
 Show field Total Price
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br></div></div><p>This will create an option to override the value:</p> <p>Default option:</p> <p><img src="/.attachments/CalculatedExampleForm1.png" alt="Calculation Example Form 1"></p> <p>Override value:</p> <p><img src="/.attachments/CalculationExampleForm2.png" alt="Calculation Example Form 2"></p> <p>You will make everyone happy by doing this since it will prevent lots of issues in the future.</p> <hr> <h3 id="currency"><a href="#currency" class="header-anchor">#</a> Currency</h3> <p><em>Preparing content</em></p> <hr> <h3 id="date-time"><a href="#date-time" class="header-anchor">#</a> Date Time</h3> <p><em>Preparing content</em></p> <hr> <h3 id="option-set"><a href="#option-set" class="header-anchor">#</a> Option Set</h3> <p><em>Preparing content</em></p> <hr> <h3 id="lookup"><a href="#lookup" class="header-anchor">#</a> Lookup</h3> <p><em>Preparing content</em></p> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/field.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/solution-components/entity/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br></div></div><p>This will create an option to override the value:</p> <p>Default option:</p> <p><img src="/.attachments/CalculatedExampleForm1.png" alt="Calculation Example Form 1"></p> <p>Override value:</p> <p><img src="/.attachments/CalculationExampleForm2.png" alt="Calculation Example Form 2"></p> <p>You will make everyone happy by doing this since it will prevent lots of issues in the future.</p> <hr> <h3 id="currency"><a href="#currency" class="header-anchor">#</a> Currency</h3> <p><em>Preparing content</em></p> <hr> <h3 id="date-time"><a href="#date-time" class="header-anchor">#</a> Date Time</h3> <p><em>Preparing content</em></p> <hr> <h3 id="option-set"><a href="#option-set" class="header-anchor">#</a> Option Set</h3> <p><em>Preparing content</em></p> <hr> <h3 id="lookup"><a href="#lookup" class="header-anchor">#</a> Lookup</h3> <p><em>Preparing content</em></p> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/field.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/solution-components/entity/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -94,11 +94,11 @@
 Use GUID swap script to get rid of them: <a href="https://dev.azure.com/thenetworg/INT0006/_git/TALXIS?path=%2Fsrc%2FScripts%2FGuidSwapIdCellsOnManagedForms.ps1" target="_blank" rel="noopener noreferrer">GUIDSwapIdCellsOnManagedForms<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p><em>WARNING: This script is not fully capable on solving all issues. There are also labelid GUIDs that you need to change too. Contact KOS or WAS for help.</em></p> <hr> <h3 id="solution-xml"><a href="#solution-xml" class="header-anchor">#</a> <strong>solution.xml</strong></h3> <p>You need to reference <code>&lt;formid&gt;</code> in <strong>solution.xml</strong> to make it part of the builded solution.</p> <p>Please follow conventions in <a href="https://docs.talxis.com/en/developer-guide/applications/solution-components/appmodule/" target="_blank" rel="noopener noreferrer">AppModule<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> guide (section: <em>Forms and Views</em>).</p> <p>We try to make the code as clean as possible so we keep adding new forms under the entity.</p> <p>Entity (Type= &quot;1&quot;)</p> <p>Forms (type=&quot;60&quot;)</p> <p><strong>Example:</strong> (Two forms of Account entity added)</p> <div class="language-xml line-numbers-mode"><pre class="language-xml"><code><span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>RootComponent</span> <span class="token attr-name">type</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>1<span class="token punctuation">&quot;</span></span> <span class="token attr-name">schemaName</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>account<span class="token punctuation">&quot;</span></span> <span class="token attr-name">behavior</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>1<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>RootComponent</span> <span class="token attr-name">type</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>60<span class="token punctuation">&quot;</span></span> <span class="token attr-name">id</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>{f15a31cf-9f60-4959-977b-a7a83c6e2d9d}<span class="token punctuation">&quot;</span></span> <span class="token attr-name">behavior</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>0<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>RootComponent</span> <span class="token attr-name">type</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>60<span class="token punctuation">&quot;</span></span> <span class="token attr-name">id</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>{c624c14f-24a3-4a40-a832-f2f208a94526}<span class="token punctuation">&quot;</span></span> <span class="token attr-name">behavior</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>0<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br></div></div><hr> <h3 id="appmodule-managed-xml"><a href="#appmodule-managed-xml" class="header-anchor">#</a> <strong>AppModule_managed.xml</strong></h3> <p>You need to reference <code>&lt;formid&gt;</code> in <strong>AppModule_managed.xml</strong> to make it part of the <strong>App</strong>.</p> <p>Please follow conventions in <a href="https://docs.talxis.com/en/developer-guide/applications/solution-components/appmodule/" target="_blank" rel="noopener noreferrer">AppModule<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> guide (section: <em>Forms and Views</em>).</p> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/form.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br></div></div><hr> <h3 id="appmodule-managed-xml"><a href="#appmodule-managed-xml" class="header-anchor">#</a> <strong>AppModule_managed.xml</strong></h3> <p>You need to reference <code>&lt;formid&gt;</code> in <strong>AppModule_managed.xml</strong> to make it part of the <strong>App</strong>.</p> <p>Please follow conventions in <a href="https://docs.talxis.com/en/developer-guide/applications/solution-components/appmodule/" target="_blank" rel="noopener noreferrer">AppModule<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> guide (section: <em>Forms and Views</em>).</p> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/form.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/solution-components/general/index.html b/en/developer-guide/applications/solution-components/general/index.html
index 43b418721..b5bf4cb9b 100644
--- a/en/developer-guide/applications/solution-components/general/index.html
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@@ -19,7 +19,7 @@
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href="/assets/js/187.3864cc2c.js"><link rel="prefetch" href="/assets/js/layout-Blog.ee7b4e53.js"><link rel="prefetch" href="/assets/js/layout-NotFound.79c0f0ed.js"><link rel="prefetch" href="/assets/js/layout-Slide.ae6161bd.js"><link rel="prefetch" href="/assets/js/page--3980135b.82ab346a.js"><link rel="prefetch" href="/assets/js/page--42dcb9c2.dc026be1.js"><link rel="prefetch" href="/assets/js/page--61f45bf4.10e704c7.js"><link rel="prefetch" href="/assets/js/page--77aa15e2.76fd22cd.js"><link rel="prefetch" href="/assets/js/page--a34a6eca.391b7529.js"><link rel="prefetch" href="/assets/js/page--c3c7a5bc.f2fb5a52.js"><link rel="prefetch" href="/assets/js/page-Addapurchaseinvoicedetail--ea93667c.b1537acb.js"><link rel="prefetch" href="/assets/js/page-Addhistoricalcontract--5673b442.bacfba07.js"><link rel="prefetch" href="/assets/js/page-Addproductstoquoteororder--7a4f0ea0.faa61da0.js"><link rel="prefetch" href="/assets/js/page-AddressPicker--0f62513c.f32d9bfa.js"><link rel="prefetch" 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     Common Guidance
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/solution-components/general/#references-overview" class="anchor-link"><div>References Overview</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/general/#behavior" class="anchor-link"><div>Behavior</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/general/#solution-action" class="anchor-link"><div>Solution action</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/solution-components/general/#conventions" class="anchor-link"><div>Conventions</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/general/#version" class="anchor-link"><div>Version</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/general/#guid" class="anchor-link"><div>GUID</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/general/#behavior-2" class="anchor-link"><div>Behavior</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="common-guidance"><a href="#common-guidance" class="header-anchor">#</a> Common Guidance</h1> <p>You can find there some basic conventions which affect multiple components.</p> <h2 id="references-overview"><a href="#references-overview" class="header-anchor">#</a> References Overview</h2> <p>Some components have to be referenced. This table will help you with that:</p> <table><thead><tr><th>Component</th> <th>Type</th> <th>solution.xml</th> <th>AppModule_managed.xml</th></tr></thead> <tbody><tr><td>Entity</td> <td>1</td> <td>schemaName</td> <td>schemaName</td></tr> <tr><td>Option Set</td> <td>9</td> <td>schemaName</td> <td>N/A</td></tr> <tr><td>Security Role</td> <td>20</td> <td>GUID</td> <td>GUID (AppModuleRoleMaps)</td></tr> <tr><td>View</td> <td>26</td> <td>N/A</td> <td>schemaName</td></tr> <tr><td>Business Rule</td> <td>29</td> <td>GUID</td> <td>GUID</td></tr> <tr><td>Cloud Flow</td> <td>29</td> <td>GUID</td> <td>N/A</td></tr> <tr><td>Workflow</td> <td>29</td> <td>GUID</td> <td>N/A</td></tr> <tr><td>Ribbon Diff</td> <td>55</td> <td>N/A</td> <td>N/A</td></tr> <tr><td>Dashboard</td> <td>60</td> <td>GUID</td> <td>GUID</td></tr> <tr><td>Form</td> <td>60</td> <td>GUID</td> <td>GUID</td></tr> <tr><td>WebResource</td> <td>61</td> <td>schemaName</td> <td>N/A</td></tr> <tr><td>SiteMap</td> <td>62</td> <td>schemaName</td> <td>schemaName</td></tr> <tr><td>Connection Role</td> <td>63</td> <td>N/A</td> <td>N/A</td></tr> <tr><td>AppModule</td> <td>80</td> <td>GUID</td> <td>N/A</td></tr> <tr><td>Plugin Assemblies</td> <td>91</td> <td>GUID</td> <td>N/A</td></tr> <tr><td>SDK Message Processing Step</td> <td>92</td> <td>GUID</td> <td>N/A</td></tr> <tr><td>Canvas App</td> <td>300</td> <td>schemaName</td> <td>schemaName</td></tr></tbody></table> <p><strong>Examples:</strong></p> <p>A form referenced in AppModule_managed.xml(GUID):</p> <p><code>&lt;AppModuleComponent type=&quot;60&quot; id=&quot;{33333374-0107-446f-bf15-d1ab0ed88dcf}&quot; /&gt;</code></p> <p>An entity referenced in solution.xml(schemaName):</p> <p><code>&lt;RootComponent type=&quot;1&quot; schemaName=&quot;talxis_building&quot; behavior=&quot;0&quot; /&gt;</code></p> <p><em>Look at other projects if you struggle or ask seniors.</em></p> <hr> <h3 id="behavior"><a href="#behavior" class="header-anchor">#</a> <strong>Behavior</strong></h3> <p>Behavior defines how the component will behave while being imported.</p> <p><code>behavior=&quot;0&quot;</code> - Takes whole definition of a component in solution and overrides other definitions of this component.</p> <p><code>behavior=&quot;1&quot;</code> - Takes whole definition of a component in solution and merges this definition with other definitions of the same component.</p> <p><code>behavior=&quot;2&quot;</code> - Takes only metadata of the component and merges them with other definitions of the same component.</p> <p>More info bellow in <strong>Conventions</strong> section.</p> <hr> <h3 id="solution-action"><a href="#solution-action" class="header-anchor">#</a> <strong>Solution action</strong></h3> <p>If you are making extensions of existing components in other solutions you will have to use <code>solutionaction</code> sometimes.</p> <p><code>solutionaction=&quot;Added&quot;</code> - The whole component or part of it (used in FormXml definition) was added.</p> <p><code>solutionaction=&quot;Modified&quot;</code> - The whole component or part of it (used in FormXml definition) was modified.</p> <p><code>solutionaction=&quot;Removed&quot;</code> - The whole component or part of it (used in FormXml definition) was removed.</p> <p><em>Look at other projects if you struggle or ask seniors.</em></p> <hr> <h2 id="conventions"><a href="#conventions" class="header-anchor">#</a> Conventions</h2> <h3 id="version"><a href="#version" class="header-anchor">#</a> <strong>Version</strong></h3> <p>Every component with .xml file suffix contains paramater <code>&lt;IntroducedVersion&gt;</code>.
 Please try to check this attribute and replace this attribute with 1.0.0.0 version while contributing into projects.</p> <p><strong>Example:</strong></p> <div class="language-xml line-numbers-mode"><pre class="language-xml"><code><span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>IntroducedVersion</span><span class="token punctuation">&gt;</span></span>1.0.0.0<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>IntroducedVersion</span><span class="token punctuation">&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><hr> <h3 id="guid"><a href="#guid" class="header-anchor">#</a> <strong>GUID</strong></h3> <p><strong>GUIDs</strong> are used for <strong>IDs</strong> of components. You have to be super cautious about this because <strong>duplicated GUIDs</strong> can cause <strong>serious damage</strong> for the system.</p> <p>Example of GUID generator which you can use: <a href="https://guidgenerator.com/online-guid-generator.aspx" target="_blank" rel="noopener noreferrer">GUID GENERATOR<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <hr> <h3 id="behavior-2"><a href="#behavior-2" class="header-anchor">#</a> <strong>Behavior</strong></h3> <p>Let´s make it simple. (This do not applies on field definitions! Just references in <strong>AppModule_managed.xml</strong> or <strong>solution.xml</strong>)</p> <p><strong>Entity:</strong></p> <ul><li>Use <code>behavior=&quot;1&quot;</code> while contributing in TALXIS or adding brand new custom entity in PCT solution.</li> <li>Use <code>behavior=&quot;2&quot;</code> while extending an existing solution from TALXIS in PCT.</li></ul> <p><strong>Everything else:</strong></p> <ul><li>Use <code>behavior=&quot;0&quot;</code> if needed.</li></ul> <hr> <p><em>More content is being prepared.</em></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/general.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/templates/fill-word-template/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><hr> <h3 id="guid"><a href="#guid" class="header-anchor">#</a> <strong>GUID</strong></h3> <p><strong>GUIDs</strong> are used for <strong>IDs</strong> of components. You have to be super cautious about this because <strong>duplicated GUIDs</strong> can cause <strong>serious damage</strong> for the system.</p> <p>Example of GUID generator which you can use: <a href="https://guidgenerator.com/online-guid-generator.aspx" target="_blank" rel="noopener noreferrer">GUID GENERATOR<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <hr> <h3 id="behavior-2"><a href="#behavior-2" class="header-anchor">#</a> <strong>Behavior</strong></h3> <p>Let´s make it simple. (This do not applies on field definitions! Just references in <strong>AppModule_managed.xml</strong> or <strong>solution.xml</strong>)</p> <p><strong>Entity:</strong></p> <ul><li>Use <code>behavior=&quot;1&quot;</code> while contributing in TALXIS or adding brand new custom entity in PCT solution.</li> <li>Use <code>behavior=&quot;2&quot;</code> while extending an existing solution from TALXIS in PCT.</li></ul> <p><strong>Everything else:</strong></p> <ul><li>Use <code>behavior=&quot;0&quot;</code> if needed.</li></ul> <hr> <p><em>More content is being prepared.</em></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/general.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/templates/fill-word-template/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br></div></div><h3 id="model-icons"><a href="#model-icons" class="header-anchor">#</a> <strong>Model Icons</strong></h3> <p>The icon with file name <strong>talxis_contract.svg</strong> (picture above) is referenced in <strong>Entity.xml</strong> of <strong>talxis_contract</strong> entity:</p> <div class="language-xml line-numbers-mode"><pre class="language-xml"><code><span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>IconMediumName</span><span class="token punctuation">&gt;</span></span>talxis_contract.svg<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>IconMediumName</span><span class="token punctuation">&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>IconSmallName</span><span class="token punctuation">&gt;</span></span>talxis_contract.svg<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>IconSmallName</span><span class="token punctuation">&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>IconVectorName</span><span class="token punctuation">&gt;</span></span>talxis_contract.svg<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>IconVectorName</span><span class="token punctuation">&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br></div></div><p>Thanks to the reference in <strong>Entity.xml</strong> this icon will be used by default in <strong>SiteMap</strong>(Just in case you reference the entity. If you specify URL you need to do go same as with presentation icons). You do not have to reference it in <strong>SiteMap</strong> as you have to do with <strong>icons in presentation layer</strong>.</p> <p>However you are able to set only <strong>one icon</strong> for the <strong>entity</strong>. To change the icon you have to use <strong>icons in presentation layer</strong>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/icon.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br></div></div><p>Thanks to the reference in <strong>Entity.xml</strong> this icon will be used by default in <strong>SiteMap</strong>(Just in case you reference the entity. If you specify URL you need to do go same as with presentation icons). You do not have to reference it in <strong>SiteMap</strong> as you have to do with <strong>icons in presentation layer</strong>.</p> <p>However you are able to set only <strong>one icon</strong> for the <strong>entity</strong>. To change the icon you have to use <strong>icons in presentation layer</strong>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/icon.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/solution-components/optionset/index.html b/en/developer-guide/applications/solution-components/optionset/index.html
index df94faaff..4d49bb0bc 100644
--- a/en/developer-guide/applications/solution-components/optionset/index.html
+++ b/en/developer-guide/applications/solution-components/optionset/index.html
@@ -19,7 +19,7 @@
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href="/assets/js/187.3864cc2c.js"><link rel="prefetch" href="/assets/js/layout-Blog.ee7b4e53.js"><link rel="prefetch" href="/assets/js/layout-NotFound.79c0f0ed.js"><link rel="prefetch" href="/assets/js/layout-Slide.ae6161bd.js"><link rel="prefetch" href="/assets/js/page--3980135b.82ab346a.js"><link rel="prefetch" href="/assets/js/page--42dcb9c2.dc026be1.js"><link rel="prefetch" href="/assets/js/page--61f45bf4.10e704c7.js"><link rel="prefetch" href="/assets/js/page--77aa15e2.76fd22cd.js"><link rel="prefetch" href="/assets/js/page--a34a6eca.391b7529.js"><link rel="prefetch" href="/assets/js/page--c3c7a5bc.f2fb5a52.js"><link rel="prefetch" href="/assets/js/page-Addapurchaseinvoicedetail--ea93667c.b1537acb.js"><link rel="prefetch" href="/assets/js/page-Addhistoricalcontract--5673b442.bacfba07.js"><link rel="prefetch" href="/assets/js/page-Addproductstoquoteororder--7a4f0ea0.faa61da0.js"><link rel="prefetch" href="/assets/js/page-AddressPicker--0f62513c.f32d9bfa.js"><link rel="prefetch" 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@@ -154,11 +154,11 @@
     <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>option</span><span class="token punctuation">&gt;</span></span>
   <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>options</span><span class="token punctuation">&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>optionset</span><span class="token punctuation">&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br><span class="line-number">18</span><br><span class="line-number">19</span><br><span class="line-number">20</span><br><span class="line-number">21</span><br><span class="line-number">22</span><br><span class="line-number">23</span><br><span class="line-number">24</span><br><span class="line-number">25</span><br><span class="line-number">26</span><br><span class="line-number">27</span><br><span class="line-number">28</span><br><span class="line-number">29</span><br></div></div><hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/optionset.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/solution-components/relationship/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br><span class="line-number">18</span><br><span class="line-number">19</span><br><span class="line-number">20</span><br><span class="line-number">21</span><br><span class="line-number">22</span><br><span class="line-number">23</span><br><span class="line-number">24</span><br><span class="line-number">25</span><br><span class="line-number">26</span><br><span class="line-number">27</span><br><span class="line-number">28</span><br><span class="line-number">29</span><br></div></div><hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/optionset.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/solution-components/relationship/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/solution-components/plugin/index.html b/en/developer-guide/applications/solution-components/plugin/index.html
index 4dc8bae90..efe8e14c1 100644
--- a/en/developer-guide/applications/solution-components/plugin/index.html
+++ b/en/developer-guide/applications/solution-components/plugin/index.html
@@ -19,7 +19,7 @@
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     <meta name="apple-mobile-web-app-status-bar-style" content="black">
     
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@@ -95,11 +95,11 @@
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>NavigationPropertyName</span><span class="token punctuation">&gt;</span></span>talxis_measurementunitid<span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>NavigationPropertyName</span><span class="token punctuation">&gt;</span></span>
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br></div></div><hr> <h3 id="relationship-reference"><a href="#relationship-reference" class="header-anchor">#</a> <strong>Relationship reference</strong></h3> <p>You have to reference your relationship in order to make it part of the builder solution.</p> <p>To do so you have to add a row with reference in Relationships.xml file:</p> <blockquote><p>CDS\Other\Relationships.xml</p></blockquote> <p><strong>Example:</strong></p> <div class="language-xml line-numbers-mode"><pre class="language-xml"><code><span class="token comment">&lt;!-- talxis_measurementunit--&gt;</span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>EntityRelationship</span> <span class="token attr-name">Name</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>talxis_talxis_measurementunit_talxis_contractdetail_measurementunitid<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br></div></div><p>Note: <em>It is good practise to put comments (green row in example above) above groups of same entity relationship references to make the code more readable. Relationship names are ofter too long and this really helps.</em></p> <hr> <h3 id="managed-unmanaged"><a href="#managed-unmanaged" class="header-anchor">#</a> <strong>Managed/unmanaged</strong></h3> <p>One of the points of putting code in the repository is to avoid unmanaged components in client instances. Hovewer with relationships comes with one exception and that is that some relationships are unmanaged and you cannot do anything about it.</p> <p>When you create an entity there will be generated some relationships.</p> <p><strong>Example:</strong></p> <p>I made an entity Test and the environment has generated this relationships:</p> <p><img src="/.attachments/UnmanagedRelationships.png" alt="Unmanaged Relationships"></p> <p>I will not put any of these in source code because even if I do they will be generated again after deploy on any instance. Because of that there is no point of doing that since the only thing I would achieve is getting some useless code in the repository.</p> <p>It can be kinda tricky to recognize which one is valid and which one is not.</p> <p><strong>There are tips to recognize them more easily:</strong></p> <ul><li>Relationships to entities: systemuser, Business Unit, Owner, Team; are the ones of unmanaged relationships. You do not need to worry about them.</li> <li>Relationships with talxis_ or other prefix (same as publisher prefix) are usually the ones you have to put in the code.</li> <li>When creating an Activity Entity, do not put there any of them. Leave it blank.</li> <li>When creating a new business process flow, put every generated relationship in code.</li></ul> <hr> <p>Working with relationships is sometimes a challenging stuff to do. Contact the seniors if you are stucked. They will be happy to help.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/relationship.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/solution-components/field/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br></div></div><p>Note: <em>It is good practise to put comments (green row in example above) above groups of same entity relationship references to make the code more readable. Relationship names are ofter too long and this really helps.</em></p> <hr> <h3 id="managed-unmanaged"><a href="#managed-unmanaged" class="header-anchor">#</a> <strong>Managed/unmanaged</strong></h3> <p>One of the points of putting code in the repository is to avoid unmanaged components in client instances. Hovewer with relationships comes with one exception and that is that some relationships are unmanaged and you cannot do anything about it.</p> <p>When you create an entity there will be generated some relationships.</p> <p><strong>Example:</strong></p> <p>I made an entity Test and the environment has generated this relationships:</p> <p><img src="/.attachments/UnmanagedRelationships.png" alt="Unmanaged Relationships"></p> <p>I will not put any of these in source code because even if I do they will be generated again after deploy on any instance. Because of that there is no point of doing that since the only thing I would achieve is getting some useless code in the repository.</p> <p>It can be kinda tricky to recognize which one is valid and which one is not.</p> <p><strong>There are tips to recognize them more easily:</strong></p> <ul><li>Relationships to entities: systemuser, Business Unit, Owner, Team; are the ones of unmanaged relationships. You do not need to worry about them.</li> <li>Relationships with talxis_ or other prefix (same as publisher prefix) are usually the ones you have to put in the code.</li> <li>When creating an Activity Entity, do not put there any of them. Leave it blank.</li> <li>When creating a new business process flow, put every generated relationship in code.</li></ul> <hr> <p>Working with relationships is sometimes a challenging stuff to do. Contact the seniors if you are stucked. They will be happy to help.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/relationship.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/solution-components/field/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Security Role
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Security Role
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/solution-components/securityrole/#general" class="anchor-link"><div>General</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#access-levels-in-short" class="anchor-link"><div>Access levels in short</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#business-unit" class="anchor-link"><div>Business Unit</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#model-example" class="anchor-link"><div>Model Example</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/solution-components/securityrole/#tips-tricks" class="anchor-link"><div>Tips &amp; Tricks</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#security-role-update" class="anchor-link"><div>Security Role Update</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#multiple-roles-assigned" class="anchor-link"><div>Multiple Roles Assigned</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#bulk-assign" class="anchor-link"><div>Bulk assign</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="security-role"><a href="#security-role" class="header-anchor">#</a> Security Role</h1> <p>A security role defines how different users access different types of records.</p> <p>There are bunch of security roles predefined by Microsoft but we usually cannot use them since our solutions are highly customized.</p> <p>There is actually really nice and clear documentation about security roles from MS so on this page is mostly about useful tips.</p> <p>MS Docs: <a href="https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges" target="_blank" rel="noopener noreferrer">Security Roles Documentation<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <h2 id="general"><a href="#general" class="header-anchor">#</a> General</h2> <h3 id="access-levels-in-short"><a href="#access-levels-in-short" class="header-anchor">#</a> <strong>Access levels in short</strong></h3> <p>MS Docs: <em>&quot;Access levels determine how deep or high in the organizational business unit hierarchy the user can perform the specified privilege.&quot;</em></p> <p>Access levels define how much an user can see with business unit and security roles assigned. In short: A security role defines how you can interact with records and business unit defines region of records. See Business Unit description bellow.</p> <p>Simplified Access level overview from MS Docs:</p> <table><thead><tr><th>Access level</th> <th>Scope</th> <th>Description</th></tr></thead> <tbody><tr><td>Global</td> <td>Organization</td> <td>User has access to all records.</td></tr> <tr><td>Deep</td> <td>Parent: Child Business Units</td> <td>User has access to every record in his business unit and child business units.</td></tr> <tr><td>Local</td> <td>Business Unit</td> <td>User has access to every records in his business unit.</td></tr> <tr><td>Basic</td> <td>User</td> <td>User has access only to records he owns.</td></tr> <tr><td>None</td> <td>_</td> <td>User does not have access to any records.</td></tr></tbody></table> <hr> <h3 id="business-unit"><a href="#business-unit" class="header-anchor">#</a> <strong>Business Unit</strong></h3> <p>MS DOCS: <em>&quot;A business unit is a logical grouping of related business activities.&quot;</em></p> <p>Business Unit is used when you need to create a hierarchy in your organization. It means that you are able to improve security by filtering what can users interact with.</p> <p>MS Docs: <a href="https://docs.microsoft.com/en-us/power-platform/admin/create-edit-business-units" target="_blank" rel="noopener noreferrer">Business Units Documentation<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p><strong>Useful info:</strong></p> <ul><li>There is always one main business unit for an environment.</li> <li>You cannot remove main business unit.</li> <li>Hierarchy is made by filling Parent Unit lookup field.</li> <li>A <strong>&quot;Business Unit Team&quot;</strong> is generated for every business unit and users with assigned business unit are automatically part of that team.</li></ul> <hr> <h3 id="model-example"><a href="#model-example" class="header-anchor">#</a> <strong>Model Example</strong></h3> <p>Let´s make it as simplest as possible. This example is extremely shortened, security roles are way more complex. Be careful while editing them.</p> <p>Task: <strong>Hierarchy for read permission for Orders entity.</strong></p> <p><img src="/.attachments/SecurityRolesExample.png" alt="Model Roles"></p> <p><strong>Requirements:</strong></p> <ul><li>Global manager has to see all orders.</li> <li>Department manager has to see all orders that he owns or his subordinades do.</li> <li>Team member has to see all orders which he is owner of or owner is some other member of the team he is in.</li></ul> <p><strong>There are 3 security roles:</strong></p> <ul><li>Global Director</li> <li>Departmant Director</li> <li>Basic User</li></ul> <p><strong>Table of assigned Access Levels to Read permisson for Orders entity for these security roles:</strong></p> <table><thead><tr><th>Security Role</th> <th>Access Level</th> <th>Users with this role</th></tr></thead> <tbody><tr><td>Global Director</td> <td>Global</td> <td>FRANK</td></tr> <tr><td>Departmant Director</td> <td>Deep</td> <td>LAURA, JOHN</td></tr> <tr><td>Basic User</td> <td>Local</td> <td>Everyone else</td></tr></tbody></table> <p><strong>Who can set what?</strong></p> <p>Imagine that every user is owner of exactly one record of entity Order. This table which visualize who can see whos records:</p> <p><img src="/.attachments/AccessOverviewExample.png" alt="Roles table"></p> <hr> <h2 id="tips-tricks"><a href="#tips-tricks" class="header-anchor">#</a> Tips &amp; Tricks</h2> <p>This set of information might help you with assigning security roles and troubleshooting issues.</p> <hr> <h3 id="security-role-update"><a href="#security-role-update" class="header-anchor">#</a> <strong>Security Role Update</strong></h3> <p>It was possible to update security roles with solution layering. You could have a security role defined in a main solution and customize it afterwards in extensive solution.</p> <p>Unfortunately after a MS update this is no longer possible. Solution layers do not apply on security roles anymore.</p> <p>You have basically two options:</p> <ul><li>Update security role in original solution.</li> <li>Create a new one in extensive solution.</li></ul> <hr> <h3 id="multiple-roles-assigned"><a href="#multiple-roles-assigned" class="header-anchor">#</a> <strong>Multiple Roles Assigned</strong></h3> <p>Security role priviledges are cumulative which means that user have highest access level from all assigned security roles.</p> <p><strong>Example:</strong></p> <p>User XY has two security roles assigned, <strong>&quot;Basic User&quot;</strong> and <strong>&quot;Power User&quot;</strong>.</p> <p><strong>Basic User</strong> security role has besides others <strong>Write priviledge</strong> on entity <strong>Contact</strong> on <strong>Access Level = Local</strong>. Which means that he can edit <strong>all records from same business unit</strong>.</p> <p><strong>Power User</strong> security role has besides others <strong>Write priviledge</strong> on entity <strong>Contact</strong> on <strong>Access Level = Global</strong>. Which means that he can edit <strong>all records in the system</strong>.</p> <p>The outcome is that this user can edit <strong>all records in system</strong>.</p> <hr> <h3 id="bulk-assign"><a href="#bulk-assign" class="header-anchor">#</a> Bulk assign</h3> <p>Native securite roles assigned to a business unit team are assigned to all users in that team automatically.</p> <p>Custom security roles do not behave like that. You have to go one by one and assign security roles for every user.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/securityrole.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/solution-components/securityrole/#general" class="anchor-link"><div>General</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#access-levels-in-short" class="anchor-link"><div>Access levels in short</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#business-unit" class="anchor-link"><div>Business Unit</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#model-example" class="anchor-link"><div>Model Example</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/solution-components/securityrole/#tips-tricks" class="anchor-link"><div>Tips &amp; Tricks</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#security-role-update" class="anchor-link"><div>Security Role Update</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#multiple-roles-assigned" class="anchor-link"><div>Multiple Roles Assigned</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/securityrole/#bulk-assign" class="anchor-link"><div>Bulk assign</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="security-role"><a href="#security-role" class="header-anchor">#</a> Security Role</h1> <p>A security role defines how different users access different types of records.</p> <p>There are bunch of security roles predefined by Microsoft but we usually cannot use them since our solutions are highly customized.</p> <p>There is actually really nice and clear documentation about security roles from MS so on this page is mostly about useful tips.</p> <p>MS Docs: <a href="https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges" target="_blank" rel="noopener noreferrer">Security Roles Documentation<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <h2 id="general"><a href="#general" class="header-anchor">#</a> General</h2> <h3 id="access-levels-in-short"><a href="#access-levels-in-short" class="header-anchor">#</a> <strong>Access levels in short</strong></h3> <p>MS Docs: <em>&quot;Access levels determine how deep or high in the organizational business unit hierarchy the user can perform the specified privilege.&quot;</em></p> <p>Access levels define how much an user can see with business unit and security roles assigned. In short: A security role defines how you can interact with records and business unit defines region of records. See Business Unit description bellow.</p> <p>Simplified Access level overview from MS Docs:</p> <table><thead><tr><th>Access level</th> <th>Scope</th> <th>Description</th></tr></thead> <tbody><tr><td>Global</td> <td>Organization</td> <td>User has access to all records.</td></tr> <tr><td>Deep</td> <td>Parent: Child Business Units</td> <td>User has access to every record in his business unit and child business units.</td></tr> <tr><td>Local</td> <td>Business Unit</td> <td>User has access to every records in his business unit.</td></tr> <tr><td>Basic</td> <td>User</td> <td>User has access only to records he owns.</td></tr> <tr><td>None</td> <td>_</td> <td>User does not have access to any records.</td></tr></tbody></table> <hr> <h3 id="business-unit"><a href="#business-unit" class="header-anchor">#</a> <strong>Business Unit</strong></h3> <p>MS DOCS: <em>&quot;A business unit is a logical grouping of related business activities.&quot;</em></p> <p>Business Unit is used when you need to create a hierarchy in your organization. It means that you are able to improve security by filtering what can users interact with.</p> <p>MS Docs: <a href="https://docs.microsoft.com/en-us/power-platform/admin/create-edit-business-units" target="_blank" rel="noopener noreferrer">Business Units Documentation<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p><strong>Useful info:</strong></p> <ul><li>There is always one main business unit for an environment.</li> <li>You cannot remove main business unit.</li> <li>Hierarchy is made by filling Parent Unit lookup field.</li> <li>A <strong>&quot;Business Unit Team&quot;</strong> is generated for every business unit and users with assigned business unit are automatically part of that team.</li></ul> <hr> <h3 id="model-example"><a href="#model-example" class="header-anchor">#</a> <strong>Model Example</strong></h3> <p>Let´s make it as simplest as possible. This example is extremely shortened, security roles are way more complex. Be careful while editing them.</p> <p>Task: <strong>Hierarchy for read permission for Orders entity.</strong></p> <p><img src="/.attachments/SecurityRolesExample.png" alt="Model Roles"></p> <p><strong>Requirements:</strong></p> <ul><li>Global manager has to see all orders.</li> <li>Department manager has to see all orders that he owns or his subordinades do.</li> <li>Team member has to see all orders which he is owner of or owner is some other member of the team he is in.</li></ul> <p><strong>There are 3 security roles:</strong></p> <ul><li>Global Director</li> <li>Departmant Director</li> <li>Basic User</li></ul> <p><strong>Table of assigned Access Levels to Read permisson for Orders entity for these security roles:</strong></p> <table><thead><tr><th>Security Role</th> <th>Access Level</th> <th>Users with this role</th></tr></thead> <tbody><tr><td>Global Director</td> <td>Global</td> <td>FRANK</td></tr> <tr><td>Departmant Director</td> <td>Deep</td> <td>LAURA, JOHN</td></tr> <tr><td>Basic User</td> <td>Local</td> <td>Everyone else</td></tr></tbody></table> <p><strong>Who can set what?</strong></p> <p>Imagine that every user is owner of exactly one record of entity Order. This table which visualize who can see whos records:</p> <p><img src="/.attachments/AccessOverviewExample.png" alt="Roles table"></p> <hr> <h2 id="tips-tricks"><a href="#tips-tricks" class="header-anchor">#</a> Tips &amp; Tricks</h2> <p>This set of information might help you with assigning security roles and troubleshooting issues.</p> <hr> <h3 id="security-role-update"><a href="#security-role-update" class="header-anchor">#</a> <strong>Security Role Update</strong></h3> <p>It was possible to update security roles with solution layering. You could have a security role defined in a main solution and customize it afterwards in extensive solution.</p> <p>Unfortunately after a MS update this is no longer possible. Solution layers do not apply on security roles anymore.</p> <p>You have basically two options:</p> <ul><li>Update security role in original solution.</li> <li>Create a new one in extensive solution.</li></ul> <hr> <h3 id="multiple-roles-assigned"><a href="#multiple-roles-assigned" class="header-anchor">#</a> <strong>Multiple Roles Assigned</strong></h3> <p>Security role priviledges are cumulative which means that user have highest access level from all assigned security roles.</p> <p><strong>Example:</strong></p> <p>User XY has two security roles assigned, <strong>&quot;Basic User&quot;</strong> and <strong>&quot;Power User&quot;</strong>.</p> <p><strong>Basic User</strong> security role has besides others <strong>Write priviledge</strong> on entity <strong>Contact</strong> on <strong>Access Level = Local</strong>. Which means that he can edit <strong>all records from same business unit</strong>.</p> <p><strong>Power User</strong> security role has besides others <strong>Write priviledge</strong> on entity <strong>Contact</strong> on <strong>Access Level = Global</strong>. Which means that he can edit <strong>all records in the system</strong>.</p> <p>The outcome is that this user can edit <strong>all records in system</strong>.</p> <hr> <h3 id="bulk-assign"><a href="#bulk-assign" class="header-anchor">#</a> Bulk assign</h3> <p>Native securite roles assigned to a business unit team are assigned to all users in that team automatically.</p> <p>Custom security roles do not behave like that. You have to go one by one and assign security roles for every user.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/securityrole.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/solution-components/view/#conventions" class="anchor-link"><div>Conventions</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/view/#code-placement" class="anchor-link"><div>Code Placement</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/view/#view-type" class="anchor-link"><div>View Type</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/view/#appmodule-xml" class="anchor-link"><div>AppModule.xml</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/solution-components/view/#order-attribute" class="anchor-link"><div>Order Attribute</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="views"><a href="#views" class="header-anchor">#</a> Views</h1> <p>Views are part of presentation layer (There is one exception. See: <a href="https://docs.talxis.com/en/developer-guide/applications/solution-components/entity/" target="_blank" rel="noopener noreferrer">Entity<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> for more info).</p> <p>These components are used for listing records of specific entity with specific filters.</p> <p>MS Docs: <a href="https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-edit-views-app-designer" target="_blank" rel="noopener noreferrer">Create a view<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <h2 id="conventions"><a href="#conventions" class="header-anchor">#</a> Conventions</h2> <h3 id="code-placement"><a href="#code-placement" class="header-anchor">#</a> <strong>Code Placement</strong></h3> <p>Views are stored in <strong>SavedQueries</strong> folder under their Entity. So for example Account entity view will be stored in this folder:</p> <p>…\CDS\Entities\Account\SavedQueries\</p> <hr> <h3 id="view-type"><a href="#view-type" class="header-anchor">#</a> <strong>View Type</strong></h3> <p>There are multiple Query Types which define how your view will behave.</p> <p><strong>The most used types in our projects:</strong></p> <p><code>&lt;querytype&gt;0&lt;/querytype&gt;</code> = Classic view (Used in <a href="https://docs.talxis.com/en/developer-guide/applications/solution-components/appmodule/#sitemap" target="_blank" rel="noopener noreferrer">AppModule SiteMap<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>)</p> <p><code>&lt;querytype&gt;2&lt;/querytype&gt;</code> = Subgrid View (Used in <a href="https://docs.talxis.com/en/developer-guide/applications/solution-components/form" target="_blank" rel="noopener noreferrer">Forms<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>)</p> <p><code>&lt;querytype&gt;64&lt;/querytype&gt;</code> = Lookup View (Used in <a href="https://docs.talxis.com/en/developer-guide/applications/solution-components/relationship/#lookup-fields" target="_blank" rel="noopener noreferrer">Lookups<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>)</p> <p>Other Types of views: <a href="https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/customize-entity-views#types-of-views" target="_blank" rel="noopener noreferrer">Customize entity views<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <hr> <h3 id="appmodule-xml"><a href="#appmodule-xml" class="header-anchor">#</a> <strong>AppModule.xml</strong></h3> <p>This is same as in <a href="https://docs.talxis.com/en/developer-guide/applications/solution-components/form" target="_blank" rel="noopener noreferrer">Forms<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> case. You need to reference id of the view in <strong>AppModule_managed.xml</strong> in order to make the view accessible in the App.</p> <p>Views type=&quot;26&quot;</p> <p>Please follow conventions in [AppModule](https://docs.talxis.com/en/developer-guide/applications/solution-components/appmodule/ guide (section: <em>Forms and Views</em>).</p> <p><strong>Example:</strong></p> <div class="language-xml line-numbers-mode"><pre class="language-xml"><code><span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>AppModuleComponent</span> <span class="token attr-name">type</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>1<span class="token punctuation">&quot;</span></span> <span class="token attr-name">schemaName</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>task<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>AppModuleComponent</span> <span class="token attr-name">type</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>26<span class="token punctuation">&quot;</span></span> <span class="token attr-name">id</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>{16957922-09e4-450b-9d26-9a301117c678}<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span>
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br></div></div><hr> <h3 id="order-attribute"><a href="#order-attribute" class="header-anchor">#</a> <strong>Order Attribute</strong></h3> <p>This is not required but highly recommended. It is always better to have records organized somehow. In cases of entities that contains field <strong>talxis_internalid</strong> we often use this field as order attribute.</p> <p><strong>Example:</strong></p> <div class="language-xml line-numbers-mode"><pre class="language-xml"><code><span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>order</span> <span class="token attr-name">attribute</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>talxis_internalid<span class="token punctuation">&quot;</span></span> <span class="token attr-name">descending</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>true<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p><strong>Descending</strong></p> <p>Descending defines how records will be sorted accourding to order attribute.</p> <p><code>descending=&quot;true&quot;</code>: Newer to Older, From Z to A, Larger to Smaller</p> <p><code>descending=&quot;false&quot;</code>: Older to Newer, From A to Z, Smaller to Larger</p> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/view.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/solution-components/businessrule/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p><strong>Descending</strong></p> <p>Descending defines how records will be sorted accourding to order attribute.</p> <p><code>descending=&quot;true&quot;</code>: Newer to Older, From Z to A, Larger to Smaller</p> <p><code>descending=&quot;false&quot;</code>: Older to Newer, From A to Z, Smaller to Larger</p> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/view.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/solution-components/businessrule/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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href="/assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.3be54a8a.js"><link rel="prefetch" href="/assets/js/page-Userguide--4626294a.f485f984.js"><link rel="prefetch" href="/assets/js/page-Views--0a762244.90db2b7d.js"><link rel="prefetch" href="/assets/js/page-Views--48d2308c.bc990c9a.js"><link rel="prefetch" href="/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js"><link rel="prefetch" href="/assets/js/page-WordConnector--b0d39fbc.8b848167.js"><link rel="prefetch" href="/assets/js/page-Workflow--5c9d2606.a7f35ed4.js"><link rel="prefetch" href="/assets/js/vendors~docsearch.4e98b6bd.js"><link rel="prefetch" href="/assets/js/vendors~flowchart.763b70c7.js"><link rel="prefetch" href="/assets/js/vendors~photo-swipe.5b6496a1.js"><link rel="prefetch" href="/assets/js/vendors~reveal.32802352.js">
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@@ -109,7 +109,7 @@
   <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>ItemGroup</span><span class="token punctuation">&gt;</span></span>
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br></div></div><ul><li>Add reference on top of your script</li></ul> <div class="language-xml line-numbers-mode"><pre class="language-xml"><code>/// <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>reference</span> <span class="token attr-name">path</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>../../../../../Environment/Bootstrap/Features.CodeToBeReferenced/TS/build/prefix_codetobereferenced.d.ts<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span>
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><ul><li>Type in full namespace and name of the method you want to call</li></ul> <div class="language-typescript line-numbers-mode"><pre class="language-typescript"><code><span class="token constant">TALXIS</span><span class="token punctuation">.</span>Environment<span class="token punctuation">.</span>Bootstrap<span class="token punctuation">.</span>Features<span class="token punctuation">.</span>CodeToBeReferenced<span class="token punctuation">.</span>Main<span class="token punctuation">.</span><span class="token function">methodToBeCalled</span><span class="token punctuation">(</span><span class="token punctuation">)</span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><h3 id=""><a href="#" class="header-anchor">#</a></h3> <hr> <h3 id="-2"><a href="#-2" class="header-anchor">#</a></h3> <hr> <h3 id="-3"><a href="#-3" class="header-anchor">#</a></h3> <hr> <h3 id="-4"><a href="#-4" class="header-anchor">#</a></h3> <hr> <h3 id="-5"><a href="#-5" class="header-anchor">#</a></h3> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/webresource.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <!----> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
-    <script src="/assets/js/app.597aaffc.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-WebResource--b12c16bc.1547523f.js" defer></script>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><h3 id=""><a href="#" class="header-anchor">#</a></h3> <hr> <h3 id="-2"><a href="#-2" class="header-anchor">#</a></h3> <hr> <h3 id="-3"><a href="#-3" class="header-anchor">#</a></h3> <hr> <h3 id="-4"><a href="#-4" class="header-anchor">#</a></h3> <hr> <h3 id="-5"><a href="#-5" class="header-anchor">#</a></h3> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/solution-components/webresource.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <!----> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
+    <script src="/assets/js/app.c5d32722.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-WebResource--b12c16bc.0e9a52c4.js" defer></script>
   </body>
 </html>
diff --git a/en/developer-guide/applications/solution-components/workflow/index.html b/en/developer-guide/applications/solution-components/workflow/index.html
index a47fda36f..db3a988a7 100644
--- a/en/developer-guide/applications/solution-components/workflow/index.html
+++ b/en/developer-guide/applications/solution-components/workflow/index.html
@@ -19,7 +19,7 @@
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@@ -90,7 +90,7 @@
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diff --git a/en/developer-guide/applications/utilities/announcements/index.html b/en/developer-guide/applications/utilities/announcements/index.html
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     TALXIS Configuration - Announcements
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/announcements/#talxis-configuration-announcement" class="anchor-link"><div>TALXIS Configuration - Announcement</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="talxis-announcements"><a href="#talxis-announcements" class="header-anchor">#</a> <strong>TALXIS Announcements</strong></h1> <p>With TALXIS Announcements you can make global notifications for all or for certain group of users.</p> <h2 id="talxis-configuration-announcement"><a href="#talxis-configuration-announcement" class="header-anchor">#</a> <strong>TALXIS Configuration - Announcement</strong></h2> <table><thead><tr><th>Field name</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_configuration_announcementid</td> <td>ID of the record</td></tr> <tr><td>talxis_actionlabel</td> <td>The label for the action in the message.</td></tr> <tr><td>talxis_contactfilterquery</td> <td>Advanced filter query options to scope down user group to whome announcement will be shown.</td></tr> <tr><td>talxis_eventhandler</td> <td>The function to execute when the action label is clicked.</td></tr> <tr><td>talxis_finishon</td> <td><strong>(Recommended)</strong> Defines date and time of announcement end. If not provided, announcement will be shown forever</td></tr> <tr><td>talxis_level</td> <td><strong>(Required)</strong> Defines the level of notification. Valid values are:<br>      ○ 1: Success<br>      ○ 2: Error<br>      ○ 3: Warning<br>      ○ 4: Information</td></tr> <tr><td>talxis_message</td> <td><strong>(Required)</strong> The message to display in the notification.</td></tr> <tr><td>talxis_name</td> <td>Name of the announcement record.</td></tr> <tr><td>talxis_showclosebutton</td> <td>Indicates whether or not the user can close or dismiss the notification. If you don't specify this parameter, users can't close or dismiss the notification by default.</td></tr> <tr><td>talxis_starton</td> <td><strong>(Required)</strong> Defines date and time of announcement start.</td></tr> <tr><td>talxis_type</td> <td>Defines the type of notification. Currently, only a value of 2 is supported, which displays a message bar at the top of the app.</td></tr></tbody></table> <p><strong>Sample record</strong>:</p> <p><img src="/.attachments/Announcements/AnnouncementsRecordSample.png" alt="TALXIS Configuration - Announcement Record"></p> <p><strong>More info</strong>:
-If you need more info on this topic you can visit official <a href="https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-app/addglobalnotification" target="_blank" rel="noopener noreferrer">Microsoft documentation<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> for global notifications in PowerApps</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/announcements.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/onboarding/deploy-an-environment/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+If you need more info on this topic you can visit official <a href="https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-app/addglobalnotification" target="_blank" rel="noopener noreferrer">Microsoft documentation<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> for global notifications in PowerApps</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/announcements.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/onboarding/deploy-an-environment/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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 which then switches between functions <code>DownloadFile</code>, <code>Redirect</code> and <code>DownloadExternal</code>.</p></li> <li><p>For each failed messages, we call <code>ShowFailedNotification</code> to open the failed notification.</p></li> <li><p>For each running or queued request, we call <code>ShowRunningNotification</code> if there is more than one. we also set a timeout to call <code>ClearAndRecurse</code> after 5 seconds</p></li></ul> <div class="language-typescript line-numbers-mode"><pre class="language-typescript"><code>     <span class="token keyword">if</span> <span class="token punctuation">(</span>refresh<span class="token punctuation">)</span> <span class="token punctuation">{</span>
         <span class="token function">setTimeout</span><span class="token punctuation">(</span><span class="token punctuation">(</span><span class="token punctuation">)</span> <span class="token operator">=&gt;</span> AsyncHandler<span class="token punctuation">.</span><span class="token function">ClearAndRecurse</span><span class="token punctuation">(</span>executionContext<span class="token punctuation">,</span> idList<span class="token punctuation">)</span><span class="token punctuation">,</span> <span class="token number">5000</span><span class="token punctuation">)</span><span class="token punctuation">;</span>
     <span class="token punctuation">}</span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br></div></div><p>After each failed or successfull handling of message, we mark it as handled so that it does not pop up again.</p> <p>The <code>ClearAndRecurse</code> message deletes all notifications created so far and calls the <code>Main</code> action again, restarting the loop. If there are no pending messages, we don't recurse (meaning that this loop only starts on form load or when explicitely called, from button for example. If some outside factor triggers an async job, we generaly don't catch it until form refresh)</p> <h1 id="example-usage-in-power-automate-flows"><a href="#example-usage-in-power-automate-flows" class="header-anchor">#</a> Example usage in Power Automate flows</h1> <p>Here is a typical usage of async jobs inside of a Flow.</p> <p>Trigger:<br> <img src="/.attachments/applications/utilities/uci-extensions/AsyncJobsFlowTrigger.jpg" alt="TRIGGER"></p> <p>Creating a flow that triggers on create of new Async Job Instances, we can use &quot;Filter Expression&quot; to filter so that it only triggers on the relevant instances. This should be changed in the future so that we trigger on ID and not on name.</p> <p>Ending:<br> <img src="/.attachments/applications/utilities/uci-extensions/AsyncJobsFlowEnding.jpg" alt="END"></p> <p>At the end of the flow, we put fork such as this, which sets the status to successful in case everything works and to failed in case any previous step is failed, skipped or has timed out, using run-after.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/async-jobs.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br></div></div><p>After each failed or successfull handling of message, we mark it as handled so that it does not pop up again.</p> <p>The <code>ClearAndRecurse</code> message deletes all notifications created so far and calls the <code>Main</code> action again, restarting the loop. If there are no pending messages, we don't recurse (meaning that this loop only starts on form load or when explicitely called, from button for example. If some outside factor triggers an async job, we generaly don't catch it until form refresh)</p> <h1 id="example-usage-in-power-automate-flows"><a href="#example-usage-in-power-automate-flows" class="header-anchor">#</a> Example usage in Power Automate flows</h1> <p>Here is a typical usage of async jobs inside of a Flow.</p> <p>Trigger:<br> <img src="/.attachments/applications/utilities/uci-extensions/AsyncJobsFlowTrigger.jpg" alt="TRIGGER"></p> <p>Creating a flow that triggers on create of new Async Job Instances, we can use &quot;Filter Expression&quot; to filter so that it only triggers on the relevant instances. This should be changed in the future so that we trigger on ID and not on name.</p> <p>Ending:<br> <img src="/.attachments/applications/utilities/uci-extensions/AsyncJobsFlowEnding.jpg" alt="END"></p> <p>At the end of the flow, we put fork such as this, which sets the status to successful in case everything works and to failed in case any previous step is failed, skipped or has timed out, using run-after.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/async-jobs.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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     Background Job
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/background-jobs/#how-to-use-it" class="anchor-link"><div>How To Use It</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/background-jobs/#background-job-type" class="anchor-link"><div>Background Job Type</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/background-jobs/#workflow" class="anchor-link"><div>Workflow</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/background-jobs/#fetch-xml-query" class="anchor-link"><div>Fetch XML query</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/background-jobs/#cron-expression" class="anchor-link"><div>Cron Expression</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="background-job"><a href="#background-job" class="header-anchor">#</a> Background Job</h1> <p>Have you ever wondered how to trigger a workflow repeatedly? If your answer is yes than there is a great tool for you.</p> <p>Background jobs are used to execute actions or workflows for records retrieved using a FetchXML query based on configuration record.</p> <h2 id="how-to-use-it"><a href="#how-to-use-it" class="header-anchor">#</a> How To Use It</h2> <p>talxis_backgroundjob entity is deployed on every environment since it is part of the Utility Solution. All you need to do is specify a background job record and define which workflow you want to execute, setup a FetchXML query which will filter an entity records and specify a Cron Expression.</p> <p>Open the Advanced find and find records for &quot;Background Job&quot; entity. There will probably be no records so create a new one.</p> <p><strong>Example:</strong></p> <p><img src="/.attachments/Background.png" alt="Calculation Example Form 1"></p> <h3 id="background-job-type"><a href="#background-job-type" class="header-anchor">#</a> Background Job Type</h3> <p>There are 2 options. &quot;Scheduled workflow&quot; and &quot;Retry Async&quot;.</p> <p>Always use Scheduled workflow option since the other one is for retrying failed jobs.</p> <hr> <h3 id="workflow"><a href="#workflow" class="header-anchor">#</a> Workflow</h3> <p>In this lookup you need to select workflow or action you want to execute.</p> <hr> <h3 id="fetch-xml-query"><a href="#fetch-xml-query" class="header-anchor">#</a> Fetch XML query</h3> <p>You need to add FetchXML query in this field to filter records on which you want to execute your process.</p> <p>You can use advanced find to build simple query but in this case you will often need to create more sofisticated one.
 Great tool to build a FetchXML query is <a href="https://fetchxmlbuilder.com/" target="_blank" rel="noopener noreferrer">FetchXML Builder<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>. To use this tool you need to have installed XRMToolBox. Follow instruction described in link to setup this awesome tool. It will help you a lot in your development.</p> <hr> <h3 id="cron-expression"><a href="#cron-expression" class="header-anchor">#</a> Cron Expression</h3> <p>Cron Expression is a way to define schedule to execute the workflow.
-Unfortunatelly there are many Cron Exprresion Builders you can google so there is a link to verified one: <a href="https://crontab.guru/" target="_blank" rel="noopener noreferrer">Cron Expression Builder<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/background-jobs.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/async-jobs/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Unfortunatelly there are many Cron Exprresion Builders you can google so there is a link to verified one: <a href="https://crontab.guru/" target="_blank" rel="noopener noreferrer">Cron Expression Builder<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <hr></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/background-jobs.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/async-jobs/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -180,11 +180,11 @@
   <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>customControl</span><span class="token punctuation">&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>controlDescription</span><span class="token punctuation">&gt;</span></span>
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br></div></div><h2 id="open-the-dialog-from-the-sitemap"><a href="#open-the-dialog-from-the-sitemap" class="header-anchor">#</a> Open the dialog from the sitemap</h2> <p>The last part is to add a subarea to a sitemap where you want to show this dialog.</p> <p>We need to choose the type <strong>URL</strong> because dialogs can't be chosen explicitly.</p> <p>Just add this part of url:
-<strong>/main.aspx?pagetype=inlinedialog&amp;name={DIALOG NAME}</strong>.Don't forget to change <strong>{DIALOG NAME}</strong> for the unique name of your dialog.</p> <p><img src="/.attachments/DeveloperGuide/Utilities/configuration-page-4.png" alt="Configuration Page"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/configuration-page.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/background-jobs/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<strong>/main.aspx?pagetype=inlinedialog&amp;name={DIALOG NAME}</strong>.Don't forget to change <strong>{DIALOG NAME}</strong> for the unique name of your dialog.</p> <p><img src="/.attachments/DeveloperGuide/Utilities/configuration-page-4.png" alt="Configuration Page"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/configuration-page.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/background-jobs/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/utilities/create-and-open/index.html b/en/developer-guide/applications/utilities/create-and-open/index.html
index 74c8eda95..48cd68c53 100644
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@@ -134,11 +134,11 @@
 <code>ReturnRecordUrl</code> where you set Value to Record URL Create the entity(you want).
 <code>CreateEntityName</code> holds the name of the entity you are creating. For example talxis_document.
 And now you are good to go.
-You can add more steps to your action to fill empty fields that need to be filled.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/create-and-open.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/configuration-page/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+You can add more steps to your action to fill empty fields that need to be filled.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/create-and-open.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/configuration-page/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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-    <script src="/assets/js/app.597aaffc.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-CreateAndOpen-EntityGenerator--28e443fc.11805092.js" defer></script>
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diff --git a/en/developer-guide/applications/utilities/custom-assignment-cascade/index.html b/en/developer-guide/applications/utilities/custom-assignment-cascade/index.html
index c72280cf2..d2bcac7cb 100644
--- a/en/developer-guide/applications/utilities/custom-assignment-cascade/index.html
+++ b/en/developer-guide/applications/utilities/custom-assignment-cascade/index.html
@@ -19,7 +19,7 @@
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         TALXIS Custom Assignment Cascade
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     TALXIS Custom Assignment Cascade
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#important" class="anchor-link"><div>Important!</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#talxis-configuration-assignment-cascade" class="anchor-link"><div>TALXIS Configuration - Assignment Cascade</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#configurationmainform-attachments-assignmentcascade-assignmentcascadeconfigurationmainform-png-br-br" class="anchor-link"><div>!ConfigurationMainForm</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#plugindeleter-cs" class="anchor-link"><div>PluginDeleter.cs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#pluginregistrator-cs" class="anchor-link"><div>PluginRegistrator.cs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#pluginregistatorvalidaton-cs" class="anchor-link"><div>PluginRegistatorValidaton.cs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#reassignchildrecords-cs-main" class="anchor-link"><div>ReassignChildRecords.cs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#talxis-assingmentconfigqueryprefill" class="anchor-link"><div>talxis_assingmentconfigqueryprefill</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#talxis-deleterecordassignmentprocessingstep" class="anchor-link"><div>talxis_deleterecordassignmentprocessingstep</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="assignment-cascade-configuration"><a href="#assignment-cascade-configuration" class="header-anchor">#</a> <strong>Assignment Cascade Configuration</strong></h1> <p>This extension enables custom settings for one-to-many relationship assignment cascade. Use this when you need to make advanced filtering or if you want to use different attribute other than the default <em>ownerid</em>. TALXIS Custom Assignment Cascade is part of the Ownership feature.</p> <h2 id="important"><a href="#important" class="header-anchor">#</a> Important!</h2> <p><strong>You cannot create a configuration for a relationship that has enabled the default assignment cascade in the metadata, change the Assign Cascade to Cascade-None first if you want to use it.</strong><br><br> <img src="/.attachments/AssignmentCascade/AssignmentCascadeInvalidCascade.png" alt="InvalidCascade"></p> <h1 id="entity"><a href="#entity" class="header-anchor">#</a> Entity</h1> <h2 id="talxis-configuration-assignment-cascade"><a href="#talxis-configuration-assignment-cascade" class="header-anchor">#</a> <strong>TALXIS Configuration - Assignment Cascade</strong></h2> <table><thead><tr><th>Attribute name</th> <th>Description</th> <th>Type</th> <th>Requirement</th></tr></thead> <tbody><tr><td>talxis_configuration_assignmentcascadeid</td> <td>Unique id.</td> <td>Guid</td> <td>System</td></tr> <tr><td>talxis_filteringattributesavedstate</td> <td>State of filtering attribute - pre-save or post-save.</td> <td>Two options</td> <td>Optional</td></tr> <tr><td>talxis_filterownershipattributename</td> <td>Filtering attribute of type systemuser/team.</td> <td>String</td> <td>Optional</td></tr> <tr><td>talxis_name</td> <td>Name of the configuration.</td> <td>String</td> <td>Required</td></tr> <tr><td>talxis_pluginstepid</td> <td>Id of the associated sdk message processing step.</td> <td>String (Guid)</td> <td>Read-only</td></tr> <tr><td>talxis_recordset</td> <td>Fetch xml filter query. The logic will apply only to these records. You can specify the query only after the record is saved.</td> <td>String</td> <td>Optional</td></tr> <tr><td>talxis_relationshipname</td> <td>Logical name of entity relationship. This one-to-many relationship must exist between the source and the target entity.</td> <td>String</td> <td>Required</td></tr> <tr><td>talxis_sourceentityname</td> <td>Logical name of the source (triggering) entity. This is populated by the plugin.</td> <td>String</td> <td>Read-only</td></tr> <tr><td>talxis_sourceownershipattributename</td> <td>Logical name of the source (triggering) attribute of type systemuser/team. Leave empty to use default value = 'ownerid'.</td> <td>String</td> <td>Required</td></tr> <tr><td>talxis_targetentityname</td> <td>Logical name of the target entity. This is populated by the plugin.</td> <td>String</td> <td>Read-only</td></tr> <tr><td>talxis_targetownershipattributename</td> <td>Logical name of the target attribute of type systemuser/team. Leave empty to use default value = 'ownerid'.</td> <td>String</td> <td>Required</td></tr> <tr><td>StateCode</td> <td>Entity state. Values are Active/Inactive. Inactive records are not being retrieved.</td> <td>State</td> <td>System</td></tr> <tr><td>StatusCode</td> <td>Status of the entity state. Values are Active/Inactive.</td> <td>Status</td> <td>System</td></tr></tbody></table> <h2 id=""><a href="#" class="header-anchor">#</a> <img src="/.attachments/AssignmentCascade/AssignmentCascadeConfigurationMainForm.png" alt="ConfigurationMainForm"> <br><br></h2> <h1 id="code-configuration"><a href="#code-configuration" class="header-anchor">#</a> Code - Configuration</h1> <p>Following components work with the configuration records.</p> <h2 id="plugindeleter-cs"><a href="#plugindeleter-cs" class="header-anchor">#</a> <a href="">PluginDeleter.cs</a></h2> <p>This code-activity is triggered by the <em>talxis_deleterecordassignmentprocessingstep</em> workflow. When you delete the configuration record, it checks for other active configurations for this specific <strong>source attribute</strong>. If there are any other existing configurations, the attribute is removed from the <em>filteringattributes</em> array on the Sdk Message Processing Step entity record. If there is no other configuration, the processing step record gets deleted from the environment with all its associated Entity Images.</p> <h2 id="pluginregistrator-cs"><a href="#pluginregistrator-cs" class="header-anchor">#</a> <a href="">PluginRegistrator.cs</a></h2> <p>The <strong>source entity</strong> and <strong>target entity</strong> are automatically filled using the one-to-many relationship metadata from the configuration. When you create the configuration record, it checks for other existing configurations for this specific <strong>source attribute</strong> (and for this relationship). If there are any other existing configurations, the attribute is added to the <em>filteringattributes</em> array on the Sdk Message Processing Step entity record. If there is no other configuration, the processing step record gets created and is associated with this configuration. Optionally, if you specify <em><strong>filter attribute</strong></em> and <em><strong>filtering attribute saved state</strong></em>, Entity Image is created for this attribute and is associated with the processing step. The Entity Image type is Both. <a href="https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/sdkmessageprocessingstepimage?view=dynamics-ce-odata-9" target="_blank" rel="noopener noreferrer">More info on Entity Images in MS Docs<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.<br><strong>This plugin is executed on post-operation stage in the event execution pipeline.</strong><br><br> <img src="/.attachments/AssignmentCascade/AssignmentCascadeSavedConfiguration.png" alt="SavedConfiguration"></p> <h2 id="pluginregistatorvalidaton-cs"><a href="#pluginregistatorvalidaton-cs" class="header-anchor">#</a> <a href="">PluginRegistatorValidaton.cs</a></h2> <p>When you try to create the configuration record, this plugin validates the input parameters and throws exception if any of the given attributes is duplicate or invalid. This should ensure that the user can't create duplicate or invalid configuration.<br><strong>This plugin is executed on pre-validation stage in the event execution pipeline.</strong><br><br> <img src="/.attachments/AssignmentCascade/AssignmentCascadeRelationshipNotFound.png" alt="RelationshipNotFound"></p> <h1 id="code-execution"><a href="#code-execution" class="header-anchor">#</a> Code - Execution</h1> <h2 id="reassignchildrecords-cs-main"><a href="#reassignchildrecords-cs-main" class="header-anchor">#</a> <a href="">ReassignChildRecords.cs</a> (<strong>Main</strong>)</h2> <p>This is the main execution plugin. It is triggered by the <em><strong>update Sdk Message Processing Step</strong></em> on the <strong>source attribute</strong> on <strong>source entity</strong>. It gets the existing configuration for given attribute and entity, applies the custom filtering and updates <strong>target attribute</strong> on all child records using the fetch xml filter query.<br></p> <h1 id="workflows"><a href="#workflows" class="header-anchor">#</a> Workflows</h1> <h2 id="talxis-assingmentconfigqueryprefill"><a href="#talxis-assingmentconfigqueryprefill" class="header-anchor">#</a> talxis_assingmentconfigqueryprefill</h2> <ul><li>Generates default fetch xml query using the target entity logical name after the configuration record is saved.</li></ul> <h2 id="talxis-deleterecordassignmentprocessingstep"><a href="#talxis-deleterecordassignmentprocessingstep" class="header-anchor">#</a> talxis_deleterecordassignmentprocessingstep</h2> <ul><li>Checks if the associated processing step needs to be deleted or updated, then proceeds with the operation.</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/custom-assignment-cascade.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/announcements/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#important" class="anchor-link"><div>Important!</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#talxis-configuration-assignment-cascade" class="anchor-link"><div>TALXIS Configuration - Assignment Cascade</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#configurationmainform-attachments-assignmentcascade-assignmentcascadeconfigurationmainform-png-br-br" class="anchor-link"><div>!ConfigurationMainForm</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#plugindeleter-cs" class="anchor-link"><div>PluginDeleter.cs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#pluginregistrator-cs" class="anchor-link"><div>PluginRegistrator.cs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#pluginregistatorvalidaton-cs" class="anchor-link"><div>PluginRegistatorValidaton.cs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#reassignchildrecords-cs-main" class="anchor-link"><div>ReassignChildRecords.cs</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#talxis-assingmentconfigqueryprefill" class="anchor-link"><div>talxis_assingmentconfigqueryprefill</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/#talxis-deleterecordassignmentprocessingstep" class="anchor-link"><div>talxis_deleterecordassignmentprocessingstep</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="assignment-cascade-configuration"><a href="#assignment-cascade-configuration" class="header-anchor">#</a> <strong>Assignment Cascade Configuration</strong></h1> <p>This extension enables custom settings for one-to-many relationship assignment cascade. Use this when you need to make advanced filtering or if you want to use different attribute other than the default <em>ownerid</em>. TALXIS Custom Assignment Cascade is part of the Ownership feature.</p> <h2 id="important"><a href="#important" class="header-anchor">#</a> Important!</h2> <p><strong>You cannot create a configuration for a relationship that has enabled the default assignment cascade in the metadata, change the Assign Cascade to Cascade-None first if you want to use it.</strong><br><br> <img src="/.attachments/AssignmentCascade/AssignmentCascadeInvalidCascade.png" alt="InvalidCascade"></p> <h1 id="entity"><a href="#entity" class="header-anchor">#</a> Entity</h1> <h2 id="talxis-configuration-assignment-cascade"><a href="#talxis-configuration-assignment-cascade" class="header-anchor">#</a> <strong>TALXIS Configuration - Assignment Cascade</strong></h2> <table><thead><tr><th>Attribute name</th> <th>Description</th> <th>Type</th> <th>Requirement</th></tr></thead> <tbody><tr><td>talxis_configuration_assignmentcascadeid</td> <td>Unique id.</td> <td>Guid</td> <td>System</td></tr> <tr><td>talxis_filteringattributesavedstate</td> <td>State of filtering attribute - pre-save or post-save.</td> <td>Two options</td> <td>Optional</td></tr> <tr><td>talxis_filterownershipattributename</td> <td>Filtering attribute of type systemuser/team.</td> <td>String</td> <td>Optional</td></tr> <tr><td>talxis_name</td> <td>Name of the configuration.</td> <td>String</td> <td>Required</td></tr> <tr><td>talxis_pluginstepid</td> <td>Id of the associated sdk message processing step.</td> <td>String (Guid)</td> <td>Read-only</td></tr> <tr><td>talxis_recordset</td> <td>Fetch xml filter query. The logic will apply only to these records. You can specify the query only after the record is saved.</td> <td>String</td> <td>Optional</td></tr> <tr><td>talxis_relationshipname</td> <td>Logical name of entity relationship. This one-to-many relationship must exist between the source and the target entity.</td> <td>String</td> <td>Required</td></tr> <tr><td>talxis_sourceentityname</td> <td>Logical name of the source (triggering) entity. This is populated by the plugin.</td> <td>String</td> <td>Read-only</td></tr> <tr><td>talxis_sourceownershipattributename</td> <td>Logical name of the source (triggering) attribute of type systemuser/team. Leave empty to use default value = 'ownerid'.</td> <td>String</td> <td>Required</td></tr> <tr><td>talxis_targetentityname</td> <td>Logical name of the target entity. This is populated by the plugin.</td> <td>String</td> <td>Read-only</td></tr> <tr><td>talxis_targetownershipattributename</td> <td>Logical name of the target attribute of type systemuser/team. Leave empty to use default value = 'ownerid'.</td> <td>String</td> <td>Required</td></tr> <tr><td>StateCode</td> <td>Entity state. Values are Active/Inactive. Inactive records are not being retrieved.</td> <td>State</td> <td>System</td></tr> <tr><td>StatusCode</td> <td>Status of the entity state. Values are Active/Inactive.</td> <td>Status</td> <td>System</td></tr></tbody></table> <h2 id=""><a href="#" class="header-anchor">#</a> <img src="/.attachments/AssignmentCascade/AssignmentCascadeConfigurationMainForm.png" alt="ConfigurationMainForm"> <br><br></h2> <h1 id="code-configuration"><a href="#code-configuration" class="header-anchor">#</a> Code - Configuration</h1> <p>Following components work with the configuration records.</p> <h2 id="plugindeleter-cs"><a href="#plugindeleter-cs" class="header-anchor">#</a> <a href="">PluginDeleter.cs</a></h2> <p>This code-activity is triggered by the <em>talxis_deleterecordassignmentprocessingstep</em> workflow. When you delete the configuration record, it checks for other active configurations for this specific <strong>source attribute</strong>. If there are any other existing configurations, the attribute is removed from the <em>filteringattributes</em> array on the Sdk Message Processing Step entity record. If there is no other configuration, the processing step record gets deleted from the environment with all its associated Entity Images.</p> <h2 id="pluginregistrator-cs"><a href="#pluginregistrator-cs" class="header-anchor">#</a> <a href="">PluginRegistrator.cs</a></h2> <p>The <strong>source entity</strong> and <strong>target entity</strong> are automatically filled using the one-to-many relationship metadata from the configuration. When you create the configuration record, it checks for other existing configurations for this specific <strong>source attribute</strong> (and for this relationship). If there are any other existing configurations, the attribute is added to the <em>filteringattributes</em> array on the Sdk Message Processing Step entity record. If there is no other configuration, the processing step record gets created and is associated with this configuration. Optionally, if you specify <em><strong>filter attribute</strong></em> and <em><strong>filtering attribute saved state</strong></em>, Entity Image is created for this attribute and is associated with the processing step. The Entity Image type is Both. <a href="https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/sdkmessageprocessingstepimage?view=dynamics-ce-odata-9" target="_blank" rel="noopener noreferrer">More info on Entity Images in MS Docs<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.<br><strong>This plugin is executed on post-operation stage in the event execution pipeline.</strong><br><br> <img src="/.attachments/AssignmentCascade/AssignmentCascadeSavedConfiguration.png" alt="SavedConfiguration"></p> <h2 id="pluginregistatorvalidaton-cs"><a href="#pluginregistatorvalidaton-cs" class="header-anchor">#</a> <a href="">PluginRegistatorValidaton.cs</a></h2> <p>When you try to create the configuration record, this plugin validates the input parameters and throws exception if any of the given attributes is duplicate or invalid. This should ensure that the user can't create duplicate or invalid configuration.<br><strong>This plugin is executed on pre-validation stage in the event execution pipeline.</strong><br><br> <img src="/.attachments/AssignmentCascade/AssignmentCascadeRelationshipNotFound.png" alt="RelationshipNotFound"></p> <h1 id="code-execution"><a href="#code-execution" class="header-anchor">#</a> Code - Execution</h1> <h2 id="reassignchildrecords-cs-main"><a href="#reassignchildrecords-cs-main" class="header-anchor">#</a> <a href="">ReassignChildRecords.cs</a> (<strong>Main</strong>)</h2> <p>This is the main execution plugin. It is triggered by the <em><strong>update Sdk Message Processing Step</strong></em> on the <strong>source attribute</strong> on <strong>source entity</strong>. It gets the existing configuration for given attribute and entity, applies the custom filtering and updates <strong>target attribute</strong> on all child records using the fetch xml filter query.<br></p> <h1 id="workflows"><a href="#workflows" class="header-anchor">#</a> Workflows</h1> <h2 id="talxis-assingmentconfigqueryprefill"><a href="#talxis-assingmentconfigqueryprefill" class="header-anchor">#</a> talxis_assingmentconfigqueryprefill</h2> <ul><li>Generates default fetch xml query using the target entity logical name after the configuration record is saved.</li></ul> <h2 id="talxis-deleterecordassignmentprocessingstep"><a href="#talxis-deleterecordassignmentprocessingstep" class="header-anchor">#</a> talxis_deleterecordassignmentprocessingstep</h2> <ul><li>Checks if the associated processing step needs to be deleted or updated, then proceeds with the operation.</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/custom-assignment-cascade.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/announcements/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         TALXIS Flows
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     TALXIS Flows
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#sales" class="anchor-link"><div>Sales</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#bootstrap" class="anchor-link"><div>Bootstrap</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#contract" class="anchor-link"><div>Contract</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#start" class="anchor-link"><div>Start</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#utility" class="anchor-link"><div>Utility</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#procurement" class="anchor-link"><div>Procurement</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#project" class="anchor-link"><div>Project</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#scheduling" class="anchor-link"><div>Scheduling</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="talxis-flows"><a href="#talxis-flows" class="header-anchor">#</a> TALXIS Flows</h1> <h2 id="sales"><a href="#sales" class="header-anchor">#</a> Sales</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_generatesalesorderpdf</td> <td>Ondrej Juda</td> <td>Sales</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_Word<br>SharePoint</td> <td>Async Job Instance is created and talxis_name equals<br>'talxis_generatesalesorderpdf'</td> <td>Generate sales order pdf and update async job instance.</td></tr> <tr><td>talxis_generatesalesquotepdf</td> <td>Jan Kostejn / Ondrej Juda</td> <td>Sales</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_Word<br>SharePoint</td> <td>Async Job Instance is created and talxis_name equals<br> 'talxis_generatesalesquotepdf'</td> <td>Generate sales quote pdf and update async job status.</td></tr></tbody></table> <h2 id="bootstrap"><a href="#bootstrap" class="header-anchor">#</a> Bootstrap</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_addsharepointfiletofilepicker</td> <td>Frantisek Capek</td> <td>Bootstrap</td> <td>Microsoft Dataverse<br>HTTP with Azure AD</td> <td>Manually<br>Inputs: Entity Name, Record Id, Attribute Name, Site Name, File Path, Sharepoint Base Url</td> <td>Adding sharepoint file to filepicker.</td></tr> <tr><td>talxis_getpropertiesfromfilepicker</td> <td>Ondrej Juda</td> <td>Bootstrap</td> <td>Microsoft Datavers<br>TALXIS Liquid Connector</td> <td>Manually<br>Inputs: Form Id, Entity Set Name, Record Id</td> <td>Geting properties of File Picker, return in JSON.<br>{path, graphQuery, expandQuery}</td></tr> <tr><td>talxis_getsharepointmainfoldername</td> <td>Ondrej Juda</td> <td>Bootstrap</td> <td>Sharepoint</td> <td>Manually<br>Inputs: Sharepoint Site</td> <td>Returns main folder name of Sharepoint Site.</td></tr> <tr><td>talxis_getsharepointsiteurlfromgraph</td> <td>Ondrej Juda</td> <td>Bootstrap</td> <td>HTTP with Azure AD</td> <td>Manually<br>Inputs: Graph Filter Query</td> <td>Returns sharepoint Site Url from graph</td></tr> <tr><td>talxis_getsystemuserid</td> <td>Jan Kostejn</td> <td>Bootstrap</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: First Name, Last Name, User Principal Name</td> <td>Returns System User Id based on inputs</td></tr> <tr><td>talxis_createnotificationsbyrules</td> <td>Jan Mika</td> <td>Bootstrap</td> <td>Microsoft Dataverse<br>TALXIS Liquid Connector</td> <td>Recurrence: Every day 7:00 and 12:00</td> <td>Creating notifications by rules.</td></tr></tbody></table> <h2 id="contract"><a href="#contract" class="header-anchor">#</a> Contract</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_contractapprovalbpfstageupdater</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Contract statuscode created or modifed</td> <td>Update bpf stage based on statuscode.</td></tr> <tr><td>talxis_completeactivetasksrelatedtocontract</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inpuits: Contract Id</td> <td>Complete active tasks related to contract.</td></tr> <tr><td>talxis_contractreviewprocess</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract statuscode modifed and equals Review<br> and Is Review Required equals true</td> <td>Contract review process</td></tr> <tr><td>talxis_createcomments</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id, Commenting Round, Reviewers Ids</td> <td>Create Contracct Review Comments for Reviewers</td></tr> <tr><td>talxis_createtaskcontractapproval</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Create a task for contract approval</td></tr> <tr><td>talxis_createtaskimplementcontractreviewcomments</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Create a task for implement contract review comments.</td></tr> <tr><td>talxis_createtaskresolvecontractreviewcomments</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract  Id</td> <td>Create a task for resolving comments.</td></tr> <tr><td>talxis_createtaskreviewcontract</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Create a task for contract review for reviewers.</td></tr> <tr><td>talxis_createtaskscancontract</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Contract is a created or modifed and<br>statusccode equals 742070002<br>and talxis_useelectronicsignature equals false.</td> <td>Run childflow - talxis_completeactivetasksrelatedtocontract and<br>create a task for scanning.</td></tr> <tr><td>talxis_createtasksendforsignature</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Create a task for sending to signature.</td></tr> <tr><td>talxis_getreviewersadminsrepresentativesids</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Return admins, reviewers and representatives in json.<br>{admins, reviewers, representatives}</td></tr> <tr><td>talxis_notifyadminsaboutcomments</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract Review Comments statuscode is modified<br> and equals Accepted or Rejected</td> <td>Send notifications to admins about comments.</td></tr> <tr><td>talxis_notifybeforecontractvalidityend</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Recurrence: Every day 4:00</td> <td>Send a notifications to users if contract validy is close to end.</td></tr> <tr><td>talxis_notifyonchangeworkingoncomments</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract statuscode modified and equals Implemented<br>(742070011)</td> <td>If exist any active comments - Notify requester about comments,<br>if there is no any active comment - Notify Requester that there are no comment and update contract Wait for Approval</td></tr> <tr><td>talxis_notifyrepresentativesaboutcontract</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract statuscode modifed and equals Rejected</td> <td>Notify representative about contract.</td></tr> <tr><td>talxis_notifyreviewercommentrejected</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract Review Comment statuscode modified and<br>equal Rejected</td> <td>Send notification to Reviewer that comment is rejected.</td></tr> <tr><td>talxis_notifyusersforminformsubgrid</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract is created or modifed and statuscode<br>equals Active, Rejected or Accepted</td> <td>Notify user that contract has moved in process.</td></tr> <tr><td>talxis_selectconfigurationcontractreview</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Return configuration id.<br>Outputs: configurationId</td></tr> <tr><td>talxis_sendnotificationforapproval</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_AdaptiveCard<br>Office 365 Outlook</td> <td>Manually<br>Inputs: User Id, Contract Id</td> <td>Child flow is sending a notification for approval and returns<br>result and comment.</td></tr> <tr><td>talxis_sendnotificationforcommenting</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_AdaptiveCard<br>Office 365 Outlook</td> <td>Manually<br>Inputs: User Id, Contract Id</td> <td>Sends notification for commenting.</td></tr> <tr><td>talxis_updatecontracttoapprovalwhencommentingfalse</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Contract status code is modified and equals Active and<br>talxis_isreviewrequired equals false</td> <td>Set contract statuscode to Waiting for Approval.</td></tr> <tr><td>talxis_sentcontractforsignature</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_Word<br>TALXIS_Connectors_iSmlouva</td> <td>Contract statuscode is modifed and equals 742070002<br>and talxis_useelectronicsignature equals true</td> <td>Sent contract for signature.</td></tr></tbody></table> <h2 id="start"><a href="#start" class="header-anchor">#</a> Start</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_getbusinessdata</td> <td>Jan Kostejn</td> <td>Start</td> <td>Microsoft Dataverse</td> <td>AsyncJobInstance is Created</td> <td>Update business data for account - run childflow.</td></tr> <tr><td>talxis_recurrentlyupdateaccountfromdatafeed</td> <td>Ondrej Juda</td> <td>Start</td> <td>Microsoft Dataverse</td> <td>Recurrence: Every day 00:00</td> <td>Update accounts business data by running<br> a childflow - talxis_updatebusinessdataforaccount.</td></tr> <tr><td>talxis_setaccountdataoncreate</td> <td>Ondrej Juda</td> <td>Start</td> <td>Microsoft Dataverse</td> <td>Account is Created<br></td> <td>Set account data on create by running<br> a childflow - talxis_updatebusinessdataforaccount.</td></tr> <tr><td>talxis_updatebusinessdataforaccount</td> <td>Jan Kostejn</td> <td>Start</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_DataFeed</td> <td>Manually<br>Inputs: Accountid</td> <td>Update accounts business data (child flow).</td></tr> <tr><td>talxis_updateentityimageforaccount</td> <td>Ondrej Juda</td> <td>Start</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_DataFeed</td> <td>Manually<br>Inputs: Account Id, Jurisdiction Code,<br>Company Number</td> <td>Uploads Account Entity Image.</td></tr></tbody></table> <h2 id="utility"><a href="#utility" class="header-anchor">#</a> Utility</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>AttachApprovalToInvoiceHeader</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Invoice Id, Approval Id, Type, Approval Phase</td> <td>Creates annotation</td></tr> <tr><td>FindApproverForPurchaseInvoiceDetail</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Purchase Invoice Detail Record Id</td> <td>Return Category One Approver<br>Outputs: System User Id. Automatic Approval (true/false)</td></tr> <tr><td>CheckArrayOfUserForDelegation</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>None</td> <td>Manually<br>Inputs: Array User Ids</td> <td>Return checked user ids.</td></tr> <tr><td>CheckUsersAvailabilityAndChooseDelegation</td> <td>Jan Kostejn / Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse<br>HTTP with Azure AD</td> <td>Manually<br>Inputs: System User Id</td> <td>Check user's availability and choose delegation</td></tr> <tr><td>PurchaceInvoiceHeaderApprovalBPFStageUpdater</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Purchase Invoice Header statecode is modified</td> <td>Set bpf stage based on statuscode.</td></tr> <tr><td>Purchase Invoice Header Approval Process</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Mail<br>Approvals</td> <td>Purchase Invoice Header statecode is modified</td> <td>Approval process of Purchase Invoice Header</td></tr> <tr><td>PurchaseInvoiceHeaderDueDateReminder</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Mail</td> <td>Recurrence: Every day 6:00</td> <td>Create a notification informing about invoice header due date.</td></tr> <tr><td>SendApprovalToAccountingAfterPurchaseInvoiceHeader</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Approvals</td> <td>Pucharse Invoice Headers statuscode<br>modified to Closed (4)</td> <td>Send approval to accounting after Purchase Invoice Header<br>is approved</td></tr> <tr><td>talxis_pairapprovalrequestwithapprovalresponse</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Approval Id</td> <td>Return approval requests responses.</td></tr> <tr><td>talxis_postapprovalresponsetotimeline</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>msdyn_flow_approvalresponse record is created</td> <td>Attach approval response note to related entity timeline.</td></tr> <tr><td>talxis_postapprovalstartedorcompletedtotimeline</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>msdyn_flow_approval record is modifed</td> <td>Attach approval start or complete to related entity timeline.</td></tr> <tr><td>talxis_generatepurchaseorderpdf</td> <td>Lukas Gallovic</td> <td>Procurement</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_DataFeed</td> <td>Async Job Instance record is created and<br>talxis_name equals 'talxis_generatepurchaseorderpdf'</td> <td>Generate purchase order pdf.</td></tr></tbody></table> <h2 id="procurement"><a href="#procurement" class="header-anchor">#</a> Procurement</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>AttachApprovalToInvoiceHeader</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Invoice Id, Approval Id, Type, Approval Phase</td> <td>Creates annotation</td></tr> <tr><td>FindApproverForPurchaseInvoiceDetail</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Purchase Invoice Detail Record Id</td> <td>Return Category One Approver<br>Outputs: System User Id. Automatic Approval (true/false)</td></tr> <tr><td>CheckArrayOfUserForDelegation</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>None</td> <td>Manually<br>Inputs: Array User Ids</td> <td>Return checked user ids.</td></tr> <tr><td>CheckUsersAvailabilityAndChooseDelegation</td> <td>Jan Kostejn / Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse<br>HTTP with Azure AD</td> <td>Manually<br>Inputs: System User Id</td> <td>Check user's availability and choose delegation</td></tr> <tr><td>PurchaceInvoiceHeaderApprovalBPFStageUpdater</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Purchase Invoice Header statecode is modified</td> <td>Set bpf stage based on statuscode.</td></tr> <tr><td>Purchase Invoice Header Approval Process</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Mail<br>Approvals</td> <td>Purchase Invoice Header statecode is modified</td> <td>Approval process of Purchase Invoice Header</td></tr> <tr><td>PurchaseInvoiceHeaderDueDateReminder</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Mail</td> <td>Recurrence: Every day 6:00</td> <td>Create a notification informing about invoice header due date.</td></tr> <tr><td>SendApprovalToAccountingAfterPurchaseInvoiceHeader</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Approvals</td> <td>Pucharse Invoice Headers statuscode<br>modified to Closed (4)</td> <td>Send approval to accounting after Purchase Invoice Header<br>is approved</td></tr> <tr><td>talxis_pairapprovalrequestwithapprovalresponse</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Approval Id</td> <td>Return approval requests responses.</td></tr> <tr><td>talxis_postapprovalresponsetotimeline</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>msdyn_flow_approvalresponse record is created</td> <td>Attach approval response note to related entity timeline.</td></tr> <tr><td>talxis_postapprovalstartedorcompletedtotimeline</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>msdyn_flow_approval record is modifed</td> <td>Attach approval start or complete to related entity timeline.</td></tr> <tr><td>talxis_generatepurchaseorderpdf</td> <td>Lukas Gallovic</td> <td>Procurement</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_DataFeed</td> <td>Async Job Instance record is created and<br>talxis_name equals 'talxis_generatepurchaseorderpdf'</td> <td>Generate purchase order pdf.</td></tr></tbody></table> <h2 id="project"><a href="#project" class="header-anchor">#</a> Project</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_synctimesheetentriesfromtogglforuser</td> <td>Jan Kostejn</td> <td>Project</td> <td></td> <td></td> <td></td></tr> <tr><td>talxis_triggertimesheetentriessync</td> <td>Jan Kostejn</td> <td>Project</td> <td>Microsoft Dataverse<br>Microsoft Teams</td> <td>Recurrence: Every day 4:20</td> <td>Run each user with api key run child flow<br>talxis_synctimesheetentriesfromtogglforuser.</td></tr></tbody></table> <h2 id="scheduling"><a href="#scheduling" class="header-anchor">#</a> Scheduling</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_finalizeresourcerequestbookings</td> <td>Jan Krupicka</td> <td>Scheduling</td> <td>Microsoft Dataverse</td> <td>Booking statuscode modified to Approved (742070000)</td> <td>Change resource request status to approved if all bookings<br> are approved.</td></tr> <tr><td>talxis_createtaskifbookingisapproved</td> <td>Jan Krupicka</td> <td>Scheduling</td> <td>Microsoft Dataverse</td> <td>Booking statuscode is modified</td> <td>Create task if booking is approved.</td></tr> <tr><td>talxis_syncappointmentwithbooking</td> <td>Frantisek Capek</td> <td>Scheduling</td> <td>Microsoft Dataverse</td> <td>Booking start time or end time are modified and<br>statuscode equals Approved</td> <td>Update appointment with new date time.</td></tr> <tr><td>talxis_syncbookingwithappointment</td> <td>Frantisek Capek</td> <td>Scheduling</td> <td>Microsoft Dataverse</td> <td>Appoitment scheduled start or end are modified</td> <td>Update assoiciated booking with new start/end time</td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/flows.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" 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+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#sales" class="anchor-link"><div>Sales</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#bootstrap" class="anchor-link"><div>Bootstrap</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#contract" class="anchor-link"><div>Contract</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#start" class="anchor-link"><div>Start</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#utility" class="anchor-link"><div>Utility</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#procurement" class="anchor-link"><div>Procurement</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#project" class="anchor-link"><div>Project</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/flows/#scheduling" class="anchor-link"><div>Scheduling</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="talxis-flows"><a href="#talxis-flows" class="header-anchor">#</a> TALXIS Flows</h1> <h2 id="sales"><a href="#sales" class="header-anchor">#</a> Sales</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_generatesalesorderpdf</td> <td>Ondrej Juda</td> <td>Sales</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_Word<br>SharePoint</td> <td>Async Job Instance is created and talxis_name equals<br>'talxis_generatesalesorderpdf'</td> <td>Generate sales order pdf and update async job instance.</td></tr> <tr><td>talxis_generatesalesquotepdf</td> <td>Jan Kostejn / Ondrej Juda</td> <td>Sales</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_Word<br>SharePoint</td> <td>Async Job Instance is created and talxis_name equals<br> 'talxis_generatesalesquotepdf'</td> <td>Generate sales quote pdf and update async job status.</td></tr></tbody></table> <h2 id="bootstrap"><a href="#bootstrap" class="header-anchor">#</a> Bootstrap</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_addsharepointfiletofilepicker</td> <td>Frantisek Capek</td> <td>Bootstrap</td> <td>Microsoft Dataverse<br>HTTP with Azure AD</td> <td>Manually<br>Inputs: Entity Name, Record Id, Attribute Name, Site Name, File Path, Sharepoint Base Url</td> <td>Adding sharepoint file to filepicker.</td></tr> <tr><td>talxis_getpropertiesfromfilepicker</td> <td>Ondrej Juda</td> <td>Bootstrap</td> <td>Microsoft Datavers<br>TALXIS Liquid Connector</td> <td>Manually<br>Inputs: Form Id, Entity Set Name, Record Id</td> <td>Geting properties of File Picker, return in JSON.<br>{path, graphQuery, expandQuery}</td></tr> <tr><td>talxis_getsharepointmainfoldername</td> <td>Ondrej Juda</td> <td>Bootstrap</td> <td>Sharepoint</td> <td>Manually<br>Inputs: Sharepoint Site</td> <td>Returns main folder name of Sharepoint Site.</td></tr> <tr><td>talxis_getsharepointsiteurlfromgraph</td> <td>Ondrej Juda</td> <td>Bootstrap</td> <td>HTTP with Azure AD</td> <td>Manually<br>Inputs: Graph Filter Query</td> <td>Returns sharepoint Site Url from graph</td></tr> <tr><td>talxis_getsystemuserid</td> <td>Jan Kostejn</td> <td>Bootstrap</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: First Name, Last Name, User Principal Name</td> <td>Returns System User Id based on inputs</td></tr> <tr><td>talxis_createnotificationsbyrules</td> <td>Jan Mika</td> <td>Bootstrap</td> <td>Microsoft Dataverse<br>TALXIS Liquid Connector</td> <td>Recurrence: Every day 7:00 and 12:00</td> <td>Creating notifications by rules.</td></tr></tbody></table> <h2 id="contract"><a href="#contract" class="header-anchor">#</a> Contract</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_contractapprovalbpfstageupdater</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Contract statuscode created or modifed</td> <td>Update bpf stage based on statuscode.</td></tr> <tr><td>talxis_completeactivetasksrelatedtocontract</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inpuits: Contract Id</td> <td>Complete active tasks related to contract.</td></tr> <tr><td>talxis_contractreviewprocess</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract statuscode modifed and equals Review<br> and Is Review Required equals true</td> <td>Contract review process</td></tr> <tr><td>talxis_createcomments</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id, Commenting Round, Reviewers Ids</td> <td>Create Contracct Review Comments for Reviewers</td></tr> <tr><td>talxis_createtaskcontractapproval</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Create a task for contract approval</td></tr> <tr><td>talxis_createtaskimplementcontractreviewcomments</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Create a task for implement contract review comments.</td></tr> <tr><td>talxis_createtaskresolvecontractreviewcomments</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract  Id</td> <td>Create a task for resolving comments.</td></tr> <tr><td>talxis_createtaskreviewcontract</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Create a task for contract review for reviewers.</td></tr> <tr><td>talxis_createtaskscancontract</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Contract is a created or modifed and<br>statusccode equals 742070002<br>and talxis_useelectronicsignature equals false.</td> <td>Run childflow - talxis_completeactivetasksrelatedtocontract and<br>create a task for scanning.</td></tr> <tr><td>talxis_createtasksendforsignature</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Create a task for sending to signature.</td></tr> <tr><td>talxis_getreviewersadminsrepresentativesids</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Return admins, reviewers and representatives in json.<br>{admins, reviewers, representatives}</td></tr> <tr><td>talxis_notifyadminsaboutcomments</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract Review Comments statuscode is modified<br> and equals Accepted or Rejected</td> <td>Send notifications to admins about comments.</td></tr> <tr><td>talxis_notifybeforecontractvalidityend</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Recurrence: Every day 4:00</td> <td>Send a notifications to users if contract validy is close to end.</td></tr> <tr><td>talxis_notifyonchangeworkingoncomments</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract statuscode modified and equals Implemented<br>(742070011)</td> <td>If exist any active comments - Notify requester about comments,<br>if there is no any active comment - Notify Requester that there are no comment and update contract Wait for Approval</td></tr> <tr><td>talxis_notifyrepresentativesaboutcontract</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract statuscode modifed and equals Rejected</td> <td>Notify representative about contract.</td></tr> <tr><td>talxis_notifyreviewercommentrejected</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract Review Comment statuscode modified and<br>equal Rejected</td> <td>Send notification to Reviewer that comment is rejected.</td></tr> <tr><td>talxis_notifyusersforminformsubgrid</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>Office 365 Outlook</td> <td>Contract is created or modifed and statuscode<br>equals Active, Rejected or Accepted</td> <td>Notify user that contract has moved in process.</td></tr> <tr><td>talxis_selectconfigurationcontractreview</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Contract Id</td> <td>Return configuration id.<br>Outputs: configurationId</td></tr> <tr><td>talxis_sendnotificationforapproval</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_AdaptiveCard<br>Office 365 Outlook</td> <td>Manually<br>Inputs: User Id, Contract Id</td> <td>Child flow is sending a notification for approval and returns<br>result and comment.</td></tr> <tr><td>talxis_sendnotificationforcommenting</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_AdaptiveCard<br>Office 365 Outlook</td> <td>Manually<br>Inputs: User Id, Contract Id</td> <td>Sends notification for commenting.</td></tr> <tr><td>talxis_updatecontracttoapprovalwhencommentingfalse</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse</td> <td>Contract status code is modified and equals Active and<br>talxis_isreviewrequired equals false</td> <td>Set contract statuscode to Waiting for Approval.</td></tr> <tr><td>talxis_sentcontractforsignature</td> <td>Ondrej Juda</td> <td>Contract</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_Word<br>TALXIS_Connectors_iSmlouva</td> <td>Contract statuscode is modifed and equals 742070002<br>and talxis_useelectronicsignature equals true</td> <td>Sent contract for signature.</td></tr></tbody></table> <h2 id="start"><a href="#start" class="header-anchor">#</a> Start</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_getbusinessdata</td> <td>Jan Kostejn</td> <td>Start</td> <td>Microsoft Dataverse</td> <td>AsyncJobInstance is Created</td> <td>Update business data for account - run childflow.</td></tr> <tr><td>talxis_recurrentlyupdateaccountfromdatafeed</td> <td>Ondrej Juda</td> <td>Start</td> <td>Microsoft Dataverse</td> <td>Recurrence: Every day 00:00</td> <td>Update accounts business data by running<br> a childflow - talxis_updatebusinessdataforaccount.</td></tr> <tr><td>talxis_setaccountdataoncreate</td> <td>Ondrej Juda</td> <td>Start</td> <td>Microsoft Dataverse</td> <td>Account is Created<br></td> <td>Set account data on create by running<br> a childflow - talxis_updatebusinessdataforaccount.</td></tr> <tr><td>talxis_updatebusinessdataforaccount</td> <td>Jan Kostejn</td> <td>Start</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_DataFeed</td> <td>Manually<br>Inputs: Accountid</td> <td>Update accounts business data (child flow).</td></tr> <tr><td>talxis_updateentityimageforaccount</td> <td>Ondrej Juda</td> <td>Start</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_DataFeed</td> <td>Manually<br>Inputs: Account Id, Jurisdiction Code,<br>Company Number</td> <td>Uploads Account Entity Image.</td></tr></tbody></table> <h2 id="utility"><a href="#utility" class="header-anchor">#</a> Utility</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>AttachApprovalToInvoiceHeader</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Invoice Id, Approval Id, Type, Approval Phase</td> <td>Creates annotation</td></tr> <tr><td>FindApproverForPurchaseInvoiceDetail</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Purchase Invoice Detail Record Id</td> <td>Return Category One Approver<br>Outputs: System User Id. Automatic Approval (true/false)</td></tr> <tr><td>CheckArrayOfUserForDelegation</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>None</td> <td>Manually<br>Inputs: Array User Ids</td> <td>Return checked user ids.</td></tr> <tr><td>CheckUsersAvailabilityAndChooseDelegation</td> <td>Jan Kostejn / Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse<br>HTTP with Azure AD</td> <td>Manually<br>Inputs: System User Id</td> <td>Check user's availability and choose delegation</td></tr> <tr><td>PurchaceInvoiceHeaderApprovalBPFStageUpdater</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Purchase Invoice Header statecode is modified</td> <td>Set bpf stage based on statuscode.</td></tr> <tr><td>Purchase Invoice Header Approval Process</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Mail<br>Approvals</td> <td>Purchase Invoice Header statecode is modified</td> <td>Approval process of Purchase Invoice Header</td></tr> <tr><td>PurchaseInvoiceHeaderDueDateReminder</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Mail</td> <td>Recurrence: Every day 6:00</td> <td>Create a notification informing about invoice header due date.</td></tr> <tr><td>SendApprovalToAccountingAfterPurchaseInvoiceHeader</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Approvals</td> <td>Pucharse Invoice Headers statuscode<br>modified to Closed (4)</td> <td>Send approval to accounting after Purchase Invoice Header<br>is approved</td></tr> <tr><td>talxis_pairapprovalrequestwithapprovalresponse</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Approval Id</td> <td>Return approval requests responses.</td></tr> <tr><td>talxis_postapprovalresponsetotimeline</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>msdyn_flow_approvalresponse record is created</td> <td>Attach approval response note to related entity timeline.</td></tr> <tr><td>talxis_postapprovalstartedorcompletedtotimeline</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>msdyn_flow_approval record is modifed</td> <td>Attach approval start or complete to related entity timeline.</td></tr> <tr><td>talxis_generatepurchaseorderpdf</td> <td>Lukas Gallovic</td> <td>Procurement</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_DataFeed</td> <td>Async Job Instance record is created and<br>talxis_name equals 'talxis_generatepurchaseorderpdf'</td> <td>Generate purchase order pdf.</td></tr></tbody></table> <h2 id="procurement"><a href="#procurement" class="header-anchor">#</a> Procurement</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>AttachApprovalToInvoiceHeader</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Invoice Id, Approval Id, Type, Approval Phase</td> <td>Creates annotation</td></tr> <tr><td>FindApproverForPurchaseInvoiceDetail</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Purchase Invoice Detail Record Id</td> <td>Return Category One Approver<br>Outputs: System User Id. Automatic Approval (true/false)</td></tr> <tr><td>CheckArrayOfUserForDelegation</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>None</td> <td>Manually<br>Inputs: Array User Ids</td> <td>Return checked user ids.</td></tr> <tr><td>CheckUsersAvailabilityAndChooseDelegation</td> <td>Jan Kostejn / Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse<br>HTTP with Azure AD</td> <td>Manually<br>Inputs: System User Id</td> <td>Check user's availability and choose delegation</td></tr> <tr><td>PurchaceInvoiceHeaderApprovalBPFStageUpdater</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Purchase Invoice Header statecode is modified</td> <td>Set bpf stage based on statuscode.</td></tr> <tr><td>Purchase Invoice Header Approval Process</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Mail<br>Approvals</td> <td>Purchase Invoice Header statecode is modified</td> <td>Approval process of Purchase Invoice Header</td></tr> <tr><td>PurchaseInvoiceHeaderDueDateReminder</td> <td>Jan Kostejn</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Mail</td> <td>Recurrence: Every day 6:00</td> <td>Create a notification informing about invoice header due date.</td></tr> <tr><td>SendApprovalToAccountingAfterPurchaseInvoiceHeader</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse<br>Approvals</td> <td>Pucharse Invoice Headers statuscode<br>modified to Closed (4)</td> <td>Send approval to accounting after Purchase Invoice Header<br>is approved</td></tr> <tr><td>talxis_pairapprovalrequestwithapprovalresponse</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>Manually<br>Inputs: Approval Id</td> <td>Return approval requests responses.</td></tr> <tr><td>talxis_postapprovalresponsetotimeline</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>msdyn_flow_approvalresponse record is created</td> <td>Attach approval response note to related entity timeline.</td></tr> <tr><td>talxis_postapprovalstartedorcompletedtotimeline</td> <td>Ondrej Juda</td> <td>Procurement</td> <td>Microsoft Dataverse</td> <td>msdyn_flow_approval record is modifed</td> <td>Attach approval start or complete to related entity timeline.</td></tr> <tr><td>talxis_generatepurchaseorderpdf</td> <td>Lukas Gallovic</td> <td>Procurement</td> <td>Microsoft Dataverse<br>TALXIS_Connectors_DataFeed</td> <td>Async Job Instance record is created and<br>talxis_name equals 'talxis_generatepurchaseorderpdf'</td> <td>Generate purchase order pdf.</td></tr></tbody></table> <h2 id="project"><a href="#project" class="header-anchor">#</a> Project</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_synctimesheetentriesfromtogglforuser</td> <td>Jan Kostejn</td> <td>Project</td> <td></td> <td></td> <td></td></tr> <tr><td>talxis_triggertimesheetentriessync</td> <td>Jan Kostejn</td> <td>Project</td> <td>Microsoft Dataverse<br>Microsoft Teams</td> <td>Recurrence: Every day 4:20</td> <td>Run each user with api key run child flow<br>talxis_synctimesheetentriesfromtogglforuser.</td></tr></tbody></table> <h2 id="scheduling"><a href="#scheduling" class="header-anchor">#</a> Scheduling</h2> <table><thead><tr><th>Name</th> <th>Author</th> <th>Module</th> <th>Connections</th> <th>Trigger</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_finalizeresourcerequestbookings</td> <td>Jan Krupicka</td> <td>Scheduling</td> <td>Microsoft Dataverse</td> <td>Booking statuscode modified to Approved (742070000)</td> <td>Change resource request status to approved if all bookings<br> are approved.</td></tr> <tr><td>talxis_createtaskifbookingisapproved</td> <td>Jan Krupicka</td> <td>Scheduling</td> <td>Microsoft Dataverse</td> <td>Booking statuscode is modified</td> <td>Create task if booking is approved.</td></tr> <tr><td>talxis_syncappointmentwithbooking</td> 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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     TALXIS Introductions
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/introductions/#introduction-scenario" class="anchor-link"><div>Introduction Scenario</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/introductions/#introduction-step" class="anchor-link"><div>Introduction Step</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/introductions/#more-info" class="anchor-link"><div>More info</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/introductions/#triggering" class="anchor-link"><div>Triggering</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="introductions"><a href="#introductions" class="header-anchor">#</a> <strong>Introductions</strong></h1> <p>With TALXIS Introductions you can introduce user to parts of the PowerApps model-driven app. There are two main components: Introduction Scenario and Introduction Steps</p> <h2 id="introduction-scenario"><a href="#introduction-scenario" class="header-anchor">#</a> <strong>Introduction Scenario</strong></h2> <table><thead><tr><th>Field name</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_appuniquename</td> <td>Unique Name of the model-driven application</td></tr> <tr><td>talxis_configuration_introductionscenarioid</td> <td>ID of the scenario</td></tr> <tr><td>talxis_donebuttonlabel</td> <td>Label string of the &quot;Done&quot; button</td></tr> <tr><td>talxis_entityname</td> <td>Name of the target entity</td></tr> <tr><td>talxis_formid</td> <td>Form ID where introduction scenarion will be triggered</td></tr> <tr><td>talxis_name</td> <td>Name of the instance (Action sets this to be the same as the processing step)</td></tr> <tr><td>talxis_nextbuttonlabel</td> <td>Label string of the &quot;Next&quot; button</td></tr> <tr><td>talxis_previousbuttonlabel</td> <td>Label string of the &quot;Previous&quot; button</td></tr> <tr><td>talxis_introductionscenariotypecode</td> <td>Define where introduction scenario will be triggered from</td></tr></tbody></table> <p><strong>Sample record</strong>:</p> <p><img src="/.attachments/Introductions/IntroductionScenarionRecord1.png" alt="TALXIS Configuration - Introduction Scenario"> <img src="/.attachments/Introductions/IntroductionScenarionRecord2.png" alt="TALXIS Configuration - Introduction Scenario"></p> <h2 id="introduction-step"><a href="#introduction-step" class="header-anchor">#</a> <strong>Introduction Step</strong></h2> <table><thead><tr><th>Field name</th> <th>Description</th></tr></thead> <tbody><tr><td>talxis_configuration_introductionstepid</td> <td>Record ID</td></tr> <tr><td>talxis_configuration_introductionscenarioid</td> <td>This attribute represents relation between introduction step and introduction scenario. One step can have only one related scenario - one scenarion can have mutiple steps</td></tr> <tr><td>talxis_elementselector</td> <td>Define HTML element which will be highlited (If left empty step will be positioned on center of the page)</td></tr> <tr><td>talxis_introductioncontent</td> <td>Content of the introduction step card</td></tr> <tr><td>talxis_order</td> <td>Order number of the introduction step (Steps are ordered by this number)</td></tr> <tr><td>talxis_positiontypecode</td> <td>Determain where step will be positioned relative to selected HTML element from talxis_elementselector (Top, Bottom, Left, Right)</td></tr> <tr><td>talxis_title</td> <td>Title of the introduction step card</td></tr></tbody></table> <p><strong>Sample record</strong>:</p> <p><img src="/.attachments/Introductions/IntroductionStepRecord.png" alt="TALXIS Configuration - Introduction Step"></p> <h2 id="more-info"><a href="#more-info" class="header-anchor">#</a> <em>More info</em></h2> <p>To setup introductions feature you will first need to define introduction scenario. <br></p> <p>Introduction scenario currently can be triggered on load of the Application, Dialog or Form. In case you are triggering scenario from Application or Dialog you should leave talxis_formid(Form) attribute empty. When done with scenario setup, you should start adding steps for described scenario. <br></p> <p>Adding steps is pretty self explanitory you should just keep in mind talxis_order(Order) attribute so you order steps right. Regarding talxis_elementselector(Element Selector) if left empty, step will be shown on page center, and if defined it will highlight targeted HTML element.<br></p> <p>For both scenarios and steps we are using resource files so we can cover mutiple languages. But if you are not fimiliar with that you can type in what ever you want 😃</p> <h3 id="triggering"><a href="#triggering" class="header-anchor">#</a> <em>Triggering</em></h3> <p>To trigger introduction scenarion you will need to include custom script in onLoad event of the Form, Application or Dialog.
-<br>      ○ Event type: On Load<br>      ○ Library: talxis_bootstrapfirstrunexperience.js<br>      ○  Function:TALXIS.Bootstrap.Features.FirstRunExperience.Introduction.LoadIntroduction<br>      ○ Enabled: true<br>      ○ Pass execution context: true</p> <p><img src="/.attachments/Introductions/IntroductionStepRecord.png" alt="Triggering"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/introductions.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/create-and-open/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<br>      ○ Event type: On Load<br>      ○ Library: talxis_bootstrapfirstrunexperience.js<br>      ○  Function:TALXIS.Bootstrap.Features.FirstRunExperience.Introduction.LoadIntroduction<br>      ○ Enabled: true<br>      ○ Pass execution context: true</p> <p><img src="/.attachments/Introductions/IntroductionStepRecord.png" alt="Triggering"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/introductions.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/create-and-open/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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     GitHub
-    <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></nav>  <ul class="sidebar-links"><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><!----> <span>Getting Started</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><a href="/en/developer-guide/" aria-current="page" class="sidebar-link">Introduction</a></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>TALXIS DevKit for VS Code</span> <span class="arrow right"></span></p> <!----></section></li><li><a href="/en/developer-guide/getting-started/components/" class="sidebar-link">Components</a></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Contributing</span> <span class="arrow right"></span></p> <!----></section></li></ul></section></li><li><section class="sidebar-group depth-0"><p class="sidebar-heading open"><!----> <span>Applications</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Modules</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Onboarding</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable open"><!----> <span>Utilities</span> <span class="arrow down"></span></p> <ul class="sidebar-links sidebar-group-items"><li><a href="/en/developer-guide/applications/utilities/announcements/" class="sidebar-link">Announcements</a></li><li><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/" class="sidebar-link">Assignment Cascade Configuration</a></li><li><a href="/en/developer-guide/applications/utilities/async-jobs/" class="sidebar-link">Asynchronous Jobs</a></li><li><a href="/en/developer-guide/applications/utilities/background-jobs/" class="sidebar-link">Background Jobs</a></li><li><a href="/en/developer-guide/applications/utilities/configuration-page/" class="sidebar-link">Configuration Page</a></li><li><a href="/en/developer-guide/applications/utilities/create-and-open/" class="sidebar-link">Create And Open Record</a></li><li><a href="/en/developer-guide/applications/utilities/introductions/" class="sidebar-link">Introductions</a></li><li><a href="/en/developer-guide/applications/utilities/landingpages/" aria-current="page" class="active sidebar-link">Landing Pages</a><ul class="sidebar-sub-headers"><li class="sidebar-sub-header"><a href="/en/developer-guide/applications/utilities/landingpages/#talxis-configuration-landing-page" class="sidebar-link">TALXIS Configuration - Landing Page</a><ul class="sidebar-sub-headers"><li class="sidebar-sub-header"><a href="/en/developer-guide/applications/utilities/landingpages/#user-groups" class="sidebar-link">User Groups</a></li><li class="sidebar-sub-header"><a href="/en/developer-guide/applications/utilities/landingpages/#cards" class="sidebar-link">Cards</a></li></ul></li><li class="sidebar-sub-header"><a href="/en/developer-guide/applications/utilities/landingpages/#talxis-configuration-landing-page-card" class="sidebar-link">TALXIS Configuration - Landing Page Card</a></li></ul></li><li><a href="/en/developer-guide/applications/utilities/lookup-references/" class="sidebar-link">Lookup References</a></li><li><a href="/en/developer-guide/applications/utilities/querybuilder/" class="sidebar-link">Query Builder</a></li><li><a href="/en/developer-guide/applications/utilities/record-operations/" class="sidebar-link">Record Operations</a></li><li><a href="/en/developer-guide/applications/utilities/uci-extensions/" class="sidebar-link">UCI Extensions</a></li><li><a href="/en/developer-guide/applications/utilities/create-and-open/" class="sidebar-link">Create And Open Record</a></li><li><a href="/en/developer-guide/applications/utilities/metadata/" class="sidebar-link">Metadata-Get App Module Details</a></li><li><a href="/en/developer-guide/applications/utilities/flows/" class="sidebar-link">TALXIS Flows</a></li><li><section class="sidebar-group collapsable is-sub-group depth-2"><p class="sidebar-heading clickable"><!----> <span>Content Templates</span> <span class="arrow right"></span></p> <!----></section></li></ul></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Solution Components</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Code Templates</span> <span class="arrow right"></span></p> <!----></section></li></ul></section></li><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><!----> <span>Client</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable open"><!----> <span>Controls</span> <span class="arrow down"></span></p> <ul class="sidebar-links sidebar-group-items"><li><a href="/en/developer-guide/applications/controls/general/" class="sidebar-link">General Information</a></li><li><a href="/en/developer-guide/applications/controls/addresspicker/" class="sidebar-link">Address Picker</a></li><li><a href="/en/developer-guide/applications/controls/annotations/" class="sidebar-link">Annotations</a></li><li><a href="/en/developer-guide/applications/controls/announcementcard/" class="sidebar-link">Accouncement Card</a></li><li><a href="/en/developer-guide/applications/controls/attachmentsgrid/" class="sidebar-link">Attachments Grid</a></li><li><a href="/en/developer-guide/applications/controls/codeeditor/" class="sidebar-link">Code Editor</a></li><li><a href="/en/developer-guide/applications/controls/colorfuloptionset/" class="sidebar-link">Colorful Optionset</a></li><li><a href="/en/developer-guide/applications/controls/colorpicker/" class="sidebar-link">Color Picker</a></li><li><a href="/en/developer-guide/applications/controls/companyprofilehinting/" class="sidebar-link">Company Profile Hinting</a></li><li><a href="/en/developer-guide/applications/controls/datasetgeolocationviewer/" class="sidebar-link">Dataset Geolocation Viewer</a></li><li><a href="/en/developer-guide/applications/controls/emailpicker/" class="sidebar-link">Email Picker</a></li><li><a href="/en/developer-guide/applications/controls/emaildesigner/" class="sidebar-link">Email Designer</a></li><li><section class="sidebar-group collapsable is-sub-group depth-2"><p class="sidebar-heading clickable"><!----> <span>File Explorer</span> <span class="arrow right"></span></p> <!----></section></li><li><a href="/en/developer-guide/applications/controls/filepicker/" class="sidebar-link">File Picker</a></li><li><!----></li><li><a href="/en/developer-guide/applications/controls/formbutton/" class="sidebar-link">Form Button</a></li><li><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/" class="sidebar-link">HTML Content Display</a></li><li><a href="/en/developer-guide/applications/controls/infocard/" class="sidebar-link">Info Card</a></li><li><a href="/en/developer-guide/applications/controls/keyfigures/" class="sidebar-link">Key Figures</a></li><li><a href="/en/developer-guide/applications/controls/mappicker/" class="sidebar-link">Map Picker</a></li><li><a href="/en/developer-guide/applications/controls/milestones/" class="sidebar-link">Milestones</a></li><li><a href="/en/developer-guide/applications/controls/mockapi/" class="sidebar-link">Mock Web Api</a></li><li><a href="/en/developer-guide/applications/controls/notificationpanel/" class="sidebar-link">Notification Panel</a></li><li><a href="/en/developer-guide/applications/controls/optionseticons/" class="sidebar-link">Optionset Icons</a></li><li><a href="/en/developer-guide/applications/controls/phonepicker/" class="sidebar-link">Phone Picker</a></li><li><a href="/en/developer-guide/applications/controls/quicklookupedit/" class="sidebar-link">Quick Lookup Edit</a></li><li><a href="/en/developer-guide/applications/controls/rating/" class="sidebar-link">Rating</a></li><li><a href="/en/developer-guide/applications/controls/treeview/" class="sidebar-link">Tree View</a></li><li><a href="/en/developer-guide/applications/controls/wbs/" class="sidebar-link">WBS - Work Breakdown Structure</a></li></ul></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Web Portal</span> <span class="arrow right"></span></p> <!----></section></li></ul></section></li><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><!----> <span>Integration</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable open"><!----> <span>Components</span> <span class="arrow down"></span></p> <ul class="sidebar-links sidebar-group-items"><li><section class="sidebar-group collapsable is-sub-group depth-2"><p class="sidebar-heading clickable open"><!----> <span>Connectors</span> <span class="arrow down"></span></p> <ul class="sidebar-links sidebar-group-items"><li><a href="/en/developer-guide/integration/components/connector/excelconnector/" class="sidebar-link">Excel Connector</a></li><li><a href="/en/developer-guide/integration/components/connector/wordconnector/" class="sidebar-link">Word Connector</a></li><li><a href="/en/developer-guide/integration/components/connector/imageconnector/" class="sidebar-link">Image Connector</a></li></ul></section></li><li><section class="sidebar-group collapsable is-sub-group depth-2"><p class="sidebar-heading clickable"><!----> <span>NPM Packages</span> <span class="arrow right"></span></p> <!----></section></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Proxy</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Adapter</a></li></ul></section></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Data Mapping</a></li></ul></section></li><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><!----> <span>Platform</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable open"><!----> <span>Environment Data Service</span> <span class="arrow down"></span></p> <ul class="sidebar-links sidebar-group-items"><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">API</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Webhooks</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Authorization</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Data Providers</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Managed Database</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Caching</a></li></ul></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Metadata Service</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Pipelines</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Service Cluster</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Workflow Runtime</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Mission Control</span> <span class="arrow right"></span></p> <!----></section></li></ul></section></li></ul> </aside> <main class="page"><nav class="breadcrumb"><ul><li><a href="/en/" class="router-link-active"><!---->
+    <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></nav>  <ul class="sidebar-links"><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><!----> <span>Getting Started</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><a href="/en/developer-guide/" aria-current="page" class="sidebar-link">Introduction</a></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>TALXIS DevKit for VS Code</span> <span class="arrow right"></span></p> <!----></section></li><li><a href="/en/developer-guide/getting-started/components/" class="sidebar-link">Components</a></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Contributing</span> <span class="arrow right"></span></p> <!----></section></li></ul></section></li><li><section class="sidebar-group depth-0"><p class="sidebar-heading open"><!----> <span>Applications</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Modules</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Onboarding</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable open"><!----> <span>Utilities</span> <span class="arrow down"></span></p> <ul class="sidebar-links sidebar-group-items"><li><a href="/en/developer-guide/applications/utilities/announcements/" class="sidebar-link">Announcements</a></li><li><a href="/en/developer-guide/applications/utilities/custom-assignment-cascade/" class="sidebar-link">Assignment Cascade Configuration</a></li><li><a href="/en/developer-guide/applications/utilities/async-jobs/" class="sidebar-link">Asynchronous Jobs</a></li><li><a href="/en/developer-guide/applications/utilities/background-jobs/" class="sidebar-link">Background Jobs</a></li><li><a href="/en/developer-guide/applications/utilities/configuration-page/" class="sidebar-link">Configuration Page</a></li><li><a href="/en/developer-guide/applications/utilities/create-and-open/" class="sidebar-link">Create And Open Record</a></li><li><a href="/en/developer-guide/applications/utilities/introductions/" class="sidebar-link">Introductions</a></li><li><a href="/en/developer-guide/applications/utilities/landingpages/" aria-current="page" class="active sidebar-link">Landing Pages</a><ul class="sidebar-sub-headers"><li class="sidebar-sub-header"><a href="/en/developer-guide/applications/utilities/landingpages/#talxis-configuration-landing-page" class="sidebar-link">TALXIS Configuration - Landing Page</a><ul class="sidebar-sub-headers"><li class="sidebar-sub-header"><a href="/en/developer-guide/applications/utilities/landingpages/#user-groups" class="sidebar-link">User Groups</a></li><li class="sidebar-sub-header"><a href="/en/developer-guide/applications/utilities/landingpages/#cards" class="sidebar-link">Cards</a></li><li class="sidebar-sub-header"><a href="/en/developer-guide/applications/utilities/landingpages/#one-landing-page-for-all-applications" class="sidebar-link">One Landing Page for all Applications</a></li></ul></li><li class="sidebar-sub-header"><a href="/en/developer-guide/applications/utilities/landingpages/#talxis-configuration-landing-page-card" class="sidebar-link">TALXIS Configuration - Landing Page Card</a></li><li class="sidebar-sub-header"><a href="/en/developer-guide/applications/utilities/landingpages/#talxis-configuration-user-group-landing-page" class="sidebar-link">TALXIS Configuration - User Group Landing Page</a></li></ul></li><li><a href="/en/developer-guide/applications/utilities/lookup-references/" class="sidebar-link">Lookup References</a></li><li><a href="/en/developer-guide/applications/utilities/querybuilder/" class="sidebar-link">Query Builder</a></li><li><a href="/en/developer-guide/applications/utilities/record-operations/" class="sidebar-link">Record Operations</a></li><li><a href="/en/developer-guide/applications/utilities/uci-extensions/" class="sidebar-link">UCI Extensions</a></li><li><a href="/en/developer-guide/applications/utilities/create-and-open/" class="sidebar-link">Create And Open Record</a></li><li><a href="/en/developer-guide/applications/utilities/metadata/" class="sidebar-link">Metadata-Get App Module Details</a></li><li><a href="/en/developer-guide/applications/utilities/flows/" class="sidebar-link">TALXIS Flows</a></li><li><section class="sidebar-group collapsable is-sub-group depth-2"><p class="sidebar-heading clickable"><!----> <span>Content Templates</span> <span class="arrow right"></span></p> <!----></section></li></ul></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Solution Components</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Code Templates</span> <span class="arrow right"></span></p> <!----></section></li></ul></section></li><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><!----> <span>Client</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable open"><!----> <span>Controls</span> <span class="arrow down"></span></p> <ul class="sidebar-links sidebar-group-items"><li><a href="/en/developer-guide/applications/controls/general/" class="sidebar-link">General Information</a></li><li><a href="/en/developer-guide/applications/controls/addresspicker/" class="sidebar-link">Address Picker</a></li><li><a href="/en/developer-guide/applications/controls/annotations/" class="sidebar-link">Annotations</a></li><li><a href="/en/developer-guide/applications/controls/announcementcard/" class="sidebar-link">Accouncement Card</a></li><li><a href="/en/developer-guide/applications/controls/attachmentsgrid/" class="sidebar-link">Attachments Grid</a></li><li><a href="/en/developer-guide/applications/controls/codeeditor/" class="sidebar-link">Code Editor</a></li><li><a href="/en/developer-guide/applications/controls/colorfuloptionset/" class="sidebar-link">Colorful Optionset</a></li><li><a href="/en/developer-guide/applications/controls/colorpicker/" class="sidebar-link">Color Picker</a></li><li><a href="/en/developer-guide/applications/controls/companyprofilehinting/" class="sidebar-link">Company Profile Hinting</a></li><li><a href="/en/developer-guide/applications/controls/datasetgeolocationviewer/" class="sidebar-link">Dataset Geolocation Viewer</a></li><li><a href="/en/developer-guide/applications/controls/emailpicker/" class="sidebar-link">Email Picker</a></li><li><a href="/en/developer-guide/applications/controls/emaildesigner/" class="sidebar-link">Email Designer</a></li><li><section class="sidebar-group collapsable is-sub-group depth-2"><p class="sidebar-heading clickable"><!----> <span>File Explorer</span> <span class="arrow right"></span></p> <!----></section></li><li><a href="/en/developer-guide/applications/controls/filepicker/" class="sidebar-link">File Picker</a></li><li><!----></li><li><a href="/en/developer-guide/applications/controls/formbutton/" class="sidebar-link">Form Button</a></li><li><a href="/en/developer-guide/applications/controls/htmlcontentdisplay/" class="sidebar-link">HTML Content Display</a></li><li><a href="/en/developer-guide/applications/controls/infocard/" class="sidebar-link">Info Card</a></li><li><a href="/en/developer-guide/applications/controls/keyfigures/" class="sidebar-link">Key Figures</a></li><li><a href="/en/developer-guide/applications/controls/mappicker/" class="sidebar-link">Map Picker</a></li><li><a href="/en/developer-guide/applications/controls/milestones/" class="sidebar-link">Milestones</a></li><li><a href="/en/developer-guide/applications/controls/mockapi/" class="sidebar-link">Mock Web Api</a></li><li><a href="/en/developer-guide/applications/controls/notificationpanel/" class="sidebar-link">Notification Panel</a></li><li><a href="/en/developer-guide/applications/controls/optionseticons/" class="sidebar-link">Optionset Icons</a></li><li><a href="/en/developer-guide/applications/controls/phonepicker/" class="sidebar-link">Phone Picker</a></li><li><a href="/en/developer-guide/applications/controls/quicklookupedit/" class="sidebar-link">Quick Lookup Edit</a></li><li><a href="/en/developer-guide/applications/controls/rating/" class="sidebar-link">Rating</a></li><li><a href="/en/developer-guide/applications/controls/treeview/" class="sidebar-link">Tree View</a></li><li><a href="/en/developer-guide/applications/controls/wbs/" class="sidebar-link">WBS - Work Breakdown Structure</a></li></ul></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Web Portal</span> <span class="arrow right"></span></p> <!----></section></li></ul></section></li><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><!----> <span>Integration</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable open"><!----> <span>Components</span> <span class="arrow down"></span></p> <ul class="sidebar-links sidebar-group-items"><li><section class="sidebar-group collapsable is-sub-group depth-2"><p class="sidebar-heading clickable open"><!----> <span>Connectors</span> <span class="arrow down"></span></p> <ul class="sidebar-links sidebar-group-items"><li><a href="/en/developer-guide/integration/components/connector/excelconnector/" class="sidebar-link">Excel Connector</a></li><li><a href="/en/developer-guide/integration/components/connector/wordconnector/" class="sidebar-link">Word Connector</a></li><li><a href="/en/developer-guide/integration/components/connector/imageconnector/" class="sidebar-link">Image Connector</a></li></ul></section></li><li><section class="sidebar-group collapsable is-sub-group depth-2"><p class="sidebar-heading clickable"><!----> <span>NPM Packages</span> <span class="arrow right"></span></p> <!----></section></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Proxy</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Adapter</a></li></ul></section></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Data Mapping</a></li></ul></section></li><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><!----> <span>Platform</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable open"><!----> <span>Environment Data Service</span> <span class="arrow down"></span></p> <ul class="sidebar-links sidebar-group-items"><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">API</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Webhooks</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Authorization</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Data Providers</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Managed Database</a></li><li><a href="/en/developer-guide/preparing-content/" class="sidebar-link">Caching</a></li></ul></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Metadata Service</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Pipelines</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Service Cluster</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Workflow Runtime</span> <span class="arrow right"></span></p> <!----></section></li><li><section class="sidebar-group collapsable is-sub-group depth-1"><p class="sidebar-heading clickable"><!----> <span>Mission Control</span> <span class="arrow right"></span></p> <!----></section></li></ul></section></li></ul> </aside> <main class="page"><nav class="breadcrumb"><ul><li><a href="/en/" class="router-link-active"><!---->
         Home
       </a></li><li><a href="/en/developer-guide/" class="router-link-active"><!---->
         Introduction
@@ -90,11 +90,11 @@
         TALXIS Configuration - Landing Page
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     TALXIS Configuration - Landing Page
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/landingpages/#talxis-configuration-landing-page" class="anchor-link"><div>TALXIS Configuration - Landing Page</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/landingpages/#user-groups" class="anchor-link"><div>User Groups</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/landingpages/#cards" class="anchor-link"><div>Cards</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/landingpages/#talxis-configuration-landing-page-card" class="anchor-link"><div>TALXIS Configuration - Landing Page Card</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="talxis-landing-page"><a href="#talxis-landing-page" class="header-anchor">#</a> <strong>TALXIS Landing Page</strong></h1> <p>With our landing page, you'll be presented with cards tailored to your account or contact, providing key insights at a glance. You can view graphs that display important business metrics, helping you track performance trends. Additionally, the landing page allows you to seamlessly navigate to various application modules, making it easy to access the tools and information you need for effective decision-making.</p> <p><img src="/.attachments/LandingPage/landingpage.png" alt="Landing Page"></p> <h2 id="talxis-configuration-landing-page"><a href="#talxis-configuration-landing-page" class="header-anchor">#</a> <strong>TALXIS Configuration - Landing Page</strong></h2> <p>TALXIS Configuration - Landing Page allows you to fully customize your landing page layout according to your preferences. It offers a user-friendly interface with a live preview of your design, enabling you to see exactly how your changes will appear before finalizing them. This flexibility ensures that you can create a landing page that aligns perfectly with your business needs and goals.</p> <p><img src="/.attachments/LandingPage/landingpage-config.png" alt="Landing Page Config"></p> <table><thead><tr><th>Attribute</th> <th>Of Type</th> <th>Description</th> <th>Required</th></tr></thead> <tbody><tr><td>Name</td> <td><code>String</code></td> <td>Descriptive name for the landing page</td> <td><code>true</code></td></tr> <tr><td>Application Unique Name</td> <td><code>String</code></td> <td>Unique name of application where landing page will be presented</td> <td><code>true</code></td></tr></tbody></table> <h3 id="user-groups"><a href="#user-groups" class="header-anchor">#</a> <strong>User Groups</strong></h3> <p>In the landing page configuration, there is a list of user groups that defines which groups of users have visibility of the landing page. This allows you to control and customize the content displayed to different audiences based on their roles, permissions, or specific needs, ensuring that relevant information is presented to the appropriate users.</p> <p><img src="/.attachments/LandingPage/landingpage-usergroups.png" alt="Landing Page User Groups"></p> <h3 id="cards"><a href="#cards" class="header-anchor">#</a> <strong>Cards</strong></h3> <p>In the landing page configuration, there is a list of cards that specifies which cards will be visible on the landing page. This list allows you to select and arrange the cards that best suit the needs of your users, ensuring that only relevant information is displayed, while keeping the landing page organized and purposeful.</p> <p><img src="/.attachments/LandingPage/landingpage-cards.png" alt="Landing Page Cards"></p> <h2 id="talxis-configuration-landing-page-card"><a href="#talxis-configuration-landing-page-card" class="header-anchor">#</a> <strong>TALXIS Configuration - Landing Page Card</strong></h2> <p>TALXIS Configuration - Landing Page Card is closely linked to the landing page configuration and stores the definition for each card that will be displayed on the landing page. Each record in this table contains the parameters that dictate how individual cards are rendered, including details like the data source and visual elements. These cards are designed to provide targeted information, insights, or actions, making them essential building blocks for customizing your landing page experience.</p> <p><img src="/.attachments/LandingPage/landingpagecard-config.png" alt="Landing Page Card"></p> <table><thead><tr><th>Attribute</th> <th>Of Type</th> <th>Description</th> <th>Required</th></tr></thead> <tbody><tr><td>Landing Page</td> <td><code>Lookup</code></td> <td>Landing page where this card will be shown</td> <td><code>true</code></td></tr> <tr><td>Name</td> <td><code>String</code></td> <td>Descriptive name of the landing page card</td> <td><code>true</code></td></tr> <tr><td>Order</td> <td><code>Integer</code></td> <td>Determines the sequence in which the cards are displayed on the landing page</td> <td><code>false</code></td></tr> <tr><td>Component name</td> <td><code>String</code></td> <td>Name of the Card PCF component that will be rendered</td> <td><code>false</code></td></tr> <tr><td>Unique name</td> <td><code>String</code></td> <td>Unique name of the card</td> <td><code>false</code></td></tr> <tr><td>Parent card</td> <td><code>Lookup</code></td> <td>Parent blank card where card will be rendered</td> <td><code>false</code></td></tr> <tr><td>Parameters</td> <td><code>String</code></td> <td>JSON of parameters required by Card PCF</td> <td><code>false</code></td></tr></tbody></table> <p><strong>Order attribute is unique.</strong> This ensures that each card within a specific landing page has a unique order number, preventing duplicates and maintaining the intended sequence of cards on the page. This structure helps organize the display of content precisely as configured.</p> <p><strong>You can create blank card.</strong> If you want to render blank card just leave parameters attribute empty.</p> <p><img src="/.attachments/LandingPage/landingpagecard-blankcard-config.png" alt="Landing Page Card Blank Card Config"></p> <p><img src="/.attachments/LandingPage/landingpagecard-blankcard.png" alt="Landing Page Card Blank Card"></p> <p><strong>You can create parent card.</strong> If you want to render parent card which will render multiple cards in itself, same as blank card, just leave parameters attribute empty.</p> <p><img src="/.attachments/LandingPage/landingpagecard-parentcard-config.png" alt="Landing Page Card Parent Card Config"></p> <p>Later you can reference this parent card in child card configuration so it would be visible inside of it.</p> <p><img src="/.attachments/LandingPage/landingpagecard-childcard-config.png" alt="Landing Page Card Parent Card"></p> <p><img src="/.attachments/LandingPage/landingpagecard-parentcard.png" alt="Landing Page Card Parent Card"></p> <p>List of the cards that can be used with TALXIS Configuration - Landing Page:</p> <ul><li><a href="/en/developer-guide/applications/controls/infocard.html">Info Card</a></li> <li><a href="/en/developer-guide/applications/controls/announcementcard.html">Announcement Card</a></li> <li><a href="/en/developer-guide/applications/controls/keyfigures">Key Figures Card</a></li> <li><a href="/en/developer-guide/applications/controls/keyperformance.html">Key Performance Card</a></li> <li><a href="/en/developer-guide/applications/controls/donutchart.html">Donut Chart Card</a></li> <li><a href="/en/developer-guide/applications/controls/chart.html">Chart Card</a></li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/landingpages.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/introductions/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/landingpages/#talxis-configuration-landing-page" class="anchor-link"><div>TALXIS Configuration - Landing Page</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/landingpages/#user-groups" class="anchor-link"><div>User Groups</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/landingpages/#cards" class="anchor-link"><div>Cards</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/landingpages/#one-landing-page-for-all-applications" class="anchor-link"><div>One Landing Page for all Applications</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/landingpages/#talxis-configuration-landing-page-card" class="anchor-link"><div>TALXIS Configuration - Landing Page Card</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/landingpages/#talxis-configuration-user-group-landing-page" class="anchor-link"><div>TALXIS Configuration - User Group Landing Page</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="talxis-landing-page"><a href="#talxis-landing-page" class="header-anchor">#</a> <strong>TALXIS Landing Page</strong></h1> <p>With our landing page, you'll be presented with cards tailored to your account or contact, providing key insights at a glance. You can view graphs that display important business metrics, helping you track performance trends. Additionally, the landing page allows you to seamlessly navigate to various application modules, making it easy to access the tools and information you need for effective decision-making.</p> <p><img src="/.attachments/LandingPage/landingpage.png" alt="Landing Page"></p> <h2 id="talxis-configuration-landing-page"><a href="#talxis-configuration-landing-page" class="header-anchor">#</a> <strong>TALXIS Configuration - Landing Page</strong></h2> <p>TALXIS Configuration - Landing Page allows you to fully customize your landing page layout according to your preferences. It offers a user-friendly interface with a live preview of your design, enabling you to see exactly how your changes will appear before finalizing them. This flexibility ensures that you can create a landing page that aligns perfectly with your business needs and goals.</p> <p><img src="/.attachments/LandingPage/landingpage-config.png" alt="Landing Page Config"></p> <table><thead><tr><th>Attribute</th> <th>Of Type</th> <th>Description</th> <th>Required</th></tr></thead> <tbody><tr><td>Name</td> <td><code>String</code></td> <td>Descriptive name for the landing page</td> <td><code>true</code></td></tr> <tr><td>Application Unique Name</td> <td><code>String</code></td> <td>Unique name of application where landing page will be presented</td> <td><code>true</code></td></tr></tbody></table> <h3 id="user-groups"><a href="#user-groups" class="header-anchor">#</a> <strong>User Groups</strong></h3> <p>In the landing page configuration, there is a list of user groups that defines which groups of users have visibility of the landing page. This allows you to control and customize the content displayed to different audiences based on their roles, permissions, or specific needs, ensuring that relevant information is presented to the appropriate users. More info <a href="#talxis-configuration-user-group-landing-page">here</a>.</p> <p><img src="/.attachments/LandingPage/landingpage-usergroups.png" alt="Landing Page User Groups"></p> <h3 id="cards"><a href="#cards" class="header-anchor">#</a> <strong>Cards</strong></h3> <p>In the landing page configuration, there is a list of cards that specifies which cards will be visible on the landing page. This list allows you to select and arrange the cards that best suit the needs of your users, ensuring that only relevant information is displayed, while keeping the landing page organized and purposeful.</p> <p><img src="/.attachments/LandingPage/landingpage-cards.png" alt="Landing Page Cards"></p> <h3 id="one-landing-page-for-all-applications"><a href="#one-landing-page-for-all-applications" class="header-anchor">#</a> <strong>One Landing Page for all Applications</strong></h3> <p>We have supported use of '*' wildcard. If you want one landing page for all applications, then you use this wildcard in <code>Application Unique Name</code>. Most common use case is to compose Fallback or Default landing page.</p> <p><img src="/.attachments/LandingPage/landingpage-fallback.png" alt="Fallback Landing Page"></p> <h2 id="talxis-configuration-landing-page-card"><a href="#talxis-configuration-landing-page-card" class="header-anchor">#</a> <strong>TALXIS Configuration - Landing Page Card</strong></h2> <p>TALXIS Configuration - Landing Page Card is closely linked to the landing page configuration and stores the definition for each card that will be displayed on the landing page. Each record in this table contains the parameters that dictate how individual cards are rendered, including details like the data source and visual elements. These cards are designed to provide targeted information, insights, or actions, making them essential building blocks for customizing your landing page experience.</p> <p><img src="/.attachments/LandingPage/landingpagecard-config.png" alt="Landing Page Card"></p> <table><thead><tr><th>Attribute</th> <th>Of Type</th> <th>Description</th> <th>Required</th></tr></thead> <tbody><tr><td>Landing Page</td> <td><code>Lookup</code></td> <td>Landing page where this card will be shown</td> <td><code>true</code></td></tr> <tr><td>Name</td> <td><code>String</code></td> <td>Descriptive name of the landing page card</td> <td><code>true</code></td></tr> <tr><td>Order</td> <td><code>Integer</code></td> <td>Determines the sequence in which the cards are displayed on the landing page</td> <td><code>false</code></td></tr> <tr><td>Component name</td> <td><code>String</code></td> <td>Name of the Card PCF component that will be rendered</td> <td><code>false</code></td></tr> <tr><td>Unique name</td> <td><code>String</code></td> <td>Unique name of the card</td> <td><code>false</code></td></tr> <tr><td>Parent card</td> <td><code>Lookup</code></td> <td>Parent blank card where card will be rendered</td> <td><code>false</code></td></tr> <tr><td>Parameters</td> <td><code>String</code></td> <td>JSON of parameters required by Card PCF</td> <td><code>false</code></td></tr></tbody></table> <p><strong>Order attribute is unique.</strong> This ensures that each card within a specific landing page has a unique order number, preventing duplicates and maintaining the intended sequence of cards on the page. This structure helps organize the display of content precisely as configured.</p> <p><strong>You can create blank card.</strong> If you want to render blank card just leave parameters attribute empty.</p> <p><img src="/.attachments/LandingPage/landingpagecard-blankcard-config.png" alt="Landing Page Card Blank Card Config"></p> <p><img src="/.attachments/LandingPage/landingpagecard-blankcard.png" alt="Landing Page Card Blank Card"></p> <p><strong>You can create parent card.</strong> If you want to render parent card which will render multiple cards in itself, same as blank card, just leave parameters attribute empty.</p> <p><img src="/.attachments/LandingPage/landingpagecard-parentcard-config.png" alt="Landing Page Card Parent Card Config"></p> <p>Later you can reference this parent card in child card configuration so it would be visible inside of it.</p> <p><img src="/.attachments/LandingPage/landingpagecard-childcard-config.png" alt="Landing Page Card Parent Card"></p> <p><img src="/.attachments/LandingPage/landingpagecard-parentcard.png" alt="Landing Page Card Parent Card"></p> <p>List of the cards that can be used with TALXIS Configuration - Landing Page:</p> <ul><li><a href="/en/developer-guide/applications/controls/infocard.html">Info Card</a></li> <li><a href="/en/developer-guide/applications/controls/announcementcard.html">Announcement Card</a></li> <li><a href="/en/developer-guide/applications/controls/keyfigures">Key Figures Card</a></li> <li><a href="/en/developer-guide/applications/controls/keyperformance.html">Key Performance Card</a></li> <li><a href="/en/developer-guide/applications/controls/donutchart.html">Donut Chart Card</a></li> <li><a href="/en/developer-guide/applications/controls/chart.html">Chart Card</a></li></ul> <h2 id="talxis-configuration-user-group-landing-page"><a href="#talxis-configuration-user-group-landing-page" class="header-anchor">#</a> <strong>TALXIS Configuration - User Group Landing Page</strong></h2> <p>TALXIS Configuration - User Group Landing Page is intersect entity for TALXIS Configuration - Landing Page &lt;-&gt; Security Teams (User Group) relationship. It holds information which Landing Pages should be visible for which User Group and in what order. You can not add two same combinations of Landing Page and User Group or Order and User Group due to composite keys. This ensures unique order of landing pages for user group.</p> <table><thead><tr><th>Attribute</th> <th>Of Type</th> <th>Description</th> <th>Required</th></tr></thead> <tbody><tr><td>Landing Page</td> <td><code>Lookup</code></td> <td>Landing page for user group</td> <td><code>true</code></td></tr> <tr><td>User Group</td> <td><code>Lookup</code></td> <td>Security team</td> <td><code>true</code></td></tr> <tr><td>Order</td> <td><code>Integer</code></td> <td>Determines the priority in which the landing pages are displayed for user group</td> <td><code>false</code></td></tr></tbody></table> <p>Important thing to mention here is prioritization of landing pages. Prioritization works like this:</p> <ol><li>Landing page configured for application that user is currently in for user group that user belongs to ordered by priority</li> <li>Fallback landing page with wildcard that contains user's user group in it's configuration ordered by priority</li> <li>Landing page with application name that has no any security teams assigned in it's configuration</li> <li>Fallback landing page with wildcard and none security team assigned</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/landingpages.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/introductions/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Lookup References
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/lookup-references/#workflow-action" class="anchor-link"><div>Workflow/Action</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/lookup-references/#flow" class="anchor-link"><div>Flow</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="lookup-references"><a href="#lookup-references" class="header-anchor">#</a> Lookup References</h1> <p>Whenever you need to pass a record reference using string you need to deal with serializing both record ID and an entity logical name. On many places you can find lookups passed as strings in a form of RecordUrl. This is common especially for the workflow engine and Code Activities.</p> <p>A big advantage is the workflow designer can build RecordUrl of arguments dynamically for you.</p> <p><img src="/.attachments/Screen%20Shot%202021-01-07%20at%2011.12.11%20PM.png" alt="RecordUrl Designer"></p> <p>To help you with serializing and parsing these URL placeholders containing record references you can use <em>RecordUrl Utility Feature</em>.</p> <p>The utility uses <a href="https://docs.microsoft.com/en-us/dotnet/api/microsoft.crm.sdk.messages.retrievecurrentorganizationrequest" target="_blank" rel="noopener noreferrer">RetrieveCurrentOrganizationRequest<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> to get current organization web application URL.</p> <p>A resulting serialized string may look like this:</p> <div class="language- line-numbers-mode"><pre class="language-text"><code>https://yourorg.crm4.dynamics.com/main.aspx?etn=talxis_contact&amp;id=e1841cd1-d8fa-4b26-8cb9-837e44037a3d
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><div class="custom-block warning"><p class="custom-block-title">Note</p> <p>Don't share these links with users because Record URLs usually do not contain application identifier (appId). Users may not be navigated to a corrent app module.</p></div> <h2 id="workflow-action"><a href="#workflow-action" class="header-anchor">#</a> Workflow/Action</h2> <p><img src="/.attachments/Screen%20Shot%202021-01-07%20at%2011.15.03%20PM.png" alt="RecordUrl Code Activity"></p> <h2 id="flow"><a href="#flow" class="header-anchor">#</a> Flow</h2> <p><img src="/.attachments/Screen%20Shot%202021-01-07%20at%2011.40.34%20PM.png" alt="RecordUrl Code Activity"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/lookup-references.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/landingpages/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><div class="custom-block warning"><p class="custom-block-title">Note</p> <p>Don't share these links with users because Record URLs usually do not contain application identifier (appId). Users may not be navigated to a corrent app module.</p></div> <h2 id="workflow-action"><a href="#workflow-action" class="header-anchor">#</a> Workflow/Action</h2> <p><img src="/.attachments/Screen%20Shot%202021-01-07%20at%2011.15.03%20PM.png" alt="RecordUrl Code Activity"></p> <h2 id="flow"><a href="#flow" class="header-anchor">#</a> Flow</h2> <p><img src="/.attachments/Screen%20Shot%202021-01-07%20at%2011.40.34%20PM.png" alt="RecordUrl Code Activity"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/lookup-references.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/landingpages/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -90,11 +90,11 @@
         TALXIS Workflow - Get App Module Details
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     TALXIS Workflow - Get App Module Details
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/metadata/#parameters-to-send" class="anchor-link"><div>Parameters to send</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/metadata/#return-values" class="anchor-link"><div>Return Values</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="get-app-module-details"><a href="#get-app-module-details" class="header-anchor">#</a> <strong>Get App Module Details</strong></h1> <p>Hello reader, on this page you will find out how you can retrieve some of app module info.</p> <p>In solution of TALXIS.Apps.Environment.Utility.Features.Metadata.Composition you will find &quot;Get App Module Details&quot; flow. I will describe it's usage from mine example. I was supposed to send URL to user via email so he could access particular record (ex: https://environmentUniqueName.crm.dynamics.com/main.aspx?appid=00000000-0000-0000-0000-000000000000&amp;pagetype=entityrecord&amp;etn=task&amp;id=00000000-0000-0000-0000-000000000000). In order to compose that URL I needed environmentUniqueName since the flow I made could be in different environments and I don't want to set it up manually.</p> <p>So in next chapter you will see what you need to send and what you will recieve from that child flow 😃</p> <h2 id="parameters-to-send"><a href="#parameters-to-send" class="header-anchor">#</a> <strong>Parameters to send</strong></h2> <table><thead><tr><th>Parameter name</th> <th>Description</th></tr></thead> <tbody><tr><td>AppModuleUniqueName</td> <td>UniqueName of the app you want to recieve info from ex: talxis_salesdefault</td></tr></tbody></table> <h2 id="return-values"><a href="#return-values" class="header-anchor">#</a> <strong>Return Values</strong></h2> <table><thead><tr><th>Name</th> <th>Description</th> <th>Example value</th></tr></thead> <tbody><tr><td>appmoduleid</td> <td>ID of App Module</td> <td>00000000-0000-0000-0000-000000000000</td></tr> <tr><td>appmoduleurl</td> <td>URL of App Module</td> <td>environmentUniqueName.crm4.dynamics.com/main.aspx?appid=00000000-0000-0000-0000-000000000000</td></tr> <tr><td>appmoduleuniquenameurl</td> <td>Unique name of app module</td> <td>environmentUniqueName.crm4.dynamics.com/apps/uniquename/talxis_salesdefault</td></tr></tbody></table> <p><img src="/.attachments/applications%5Cutilities%5Cmetadata%5CGetAppModuleDetails.png" alt="GetAppModuleWorkflow"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/metadata.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/create-and-open/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/metadata/#parameters-to-send" class="anchor-link"><div>Parameters to send</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/metadata/#return-values" class="anchor-link"><div>Return Values</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="get-app-module-details"><a href="#get-app-module-details" class="header-anchor">#</a> <strong>Get App Module Details</strong></h1> <p>Hello reader, on this page you will find out how you can retrieve some of app module info.</p> <p>In solution of TALXIS.Apps.Environment.Utility.Features.Metadata.Composition you will find &quot;Get App Module Details&quot; flow. I will describe it's usage from mine example. I was supposed to send URL to user via email so he could access particular record (ex: https://environmentUniqueName.crm.dynamics.com/main.aspx?appid=00000000-0000-0000-0000-000000000000&amp;pagetype=entityrecord&amp;etn=task&amp;id=00000000-0000-0000-0000-000000000000). In order to compose that URL I needed environmentUniqueName since the flow I made could be in different environments and I don't want to set it up manually.</p> <p>So in next chapter you will see what you need to send and what you will recieve from that child flow 😃</p> <h2 id="parameters-to-send"><a href="#parameters-to-send" class="header-anchor">#</a> <strong>Parameters to send</strong></h2> <table><thead><tr><th>Parameter name</th> <th>Description</th></tr></thead> <tbody><tr><td>AppModuleUniqueName</td> <td>UniqueName of the app you want to recieve info from ex: talxis_salesdefault</td></tr></tbody></table> <h2 id="return-values"><a href="#return-values" class="header-anchor">#</a> <strong>Return Values</strong></h2> <table><thead><tr><th>Name</th> <th>Description</th> <th>Example value</th></tr></thead> <tbody><tr><td>appmoduleid</td> <td>ID of App Module</td> <td>00000000-0000-0000-0000-000000000000</td></tr> <tr><td>appmoduleurl</td> <td>URL of App Module</td> <td>environmentUniqueName.crm4.dynamics.com/main.aspx?appid=00000000-0000-0000-0000-000000000000</td></tr> <tr><td>appmoduleuniquenameurl</td> <td>Unique name of app module</td> <td>environmentUniqueName.crm4.dynamics.com/apps/uniquename/talxis_salesdefault</td></tr></tbody></table> <p><img src="/.attachments/applications%5Cutilities%5Cmetadata%5CGetAppModuleDetails.png" alt="GetAppModuleWorkflow"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/metadata.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/create-and-open/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -226,11 +226,11 @@
               <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>condition</span> <span class="token attr-name">attribute</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>prefix_attibutename2<span class="token punctuation">&quot;</span></span> <span class="token attr-name">operator</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>eq<span class="token punctuation">&quot;</span></span> <span class="token attr-name">value</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>321<span class="token punctuation">&quot;</span></span> <span class="token punctuation">/&gt;</span></span>
         <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>filter</span><span class="token punctuation">&gt;</span></span>
     <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>link-entity</span><span class="token punctuation">&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br></div></div><p>Afterwards you can insert this into existing fetchXML using comment <code>&lt;!--$sample$--&gt;</code> in the fetch defintion and replace function, or you can wrap produced query inside of a new fetchXML.</p> <h2 id="todo-suggestions"><a href="#todo-suggestions" class="header-anchor">#</a> TODO/Suggestions</h2> <ul><li>Implement method to add nested filter to already existing Filters</li> <li>Implement translation to OData</li> <li>Implemented creation of complete FetchXML definiton, not just filter</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/querybuilder.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/lookup-references/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br></div></div><p>Afterwards you can insert this into existing fetchXML using comment <code>&lt;!--$sample$--&gt;</code> in the fetch defintion and replace function, or you can wrap produced query inside of a new fetchXML.</p> <h2 id="todo-suggestions"><a href="#todo-suggestions" class="header-anchor">#</a> TODO/Suggestions</h2> <ul><li>Implement method to add nested filter to already existing Filters</li> <li>Implement translation to OData</li> <li>Implemented creation of complete FetchXML definiton, not just filter</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/querybuilder.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/lookup-references/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/utilities/record-operations/index.html b/en/developer-guide/applications/utilities/record-operations/index.html
index 84243fc98..c06cc627c 100644
--- a/en/developer-guide/applications/utilities/record-operations/index.html
+++ b/en/developer-guide/applications/utilities/record-operations/index.html
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Record Operations
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/record-operations/#exposed-apis" class="anchor-link"><div>Exposed APIs</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/record-operations/#code-activities-in-the-workflow-engine-workflows-and-actions" class="anchor-link"><div>Code Activities in the workflow engine - workflows and actions</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/applications/utilities/record-operations/#some-of-the-code-activities-are-exposed-as-unbound-actions" class="anchor-link"><div>Some of the Code Activities are exposed as Unbound Actions</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="record-operations"><a href="#record-operations" class="header-anchor">#</a> Record Operations</h1> <p>Usually when you work with Flows, Workflows and Activities you need to do few extra things when manipulating records because some actions are not natively supported by the platform. This is a reason why we created the Record Operations utility feature.</p> <h2 id="exposed-apis"><a href="#exposed-apis" class="header-anchor">#</a> Exposed APIs</h2> <p>You can consume this feature using:</p> <h3 id="code-activities-in-the-workflow-engine-workflows-and-actions"><a href="#code-activities-in-the-workflow-engine-workflows-and-actions" class="header-anchor">#</a> Code Activities in the workflow engine - workflows and actions</h3> <h4 id="create-a-record-from-relationship-mapping"><a href="#create-a-record-from-relationship-mapping" class="header-anchor">#</a> Create a record from relationship mapping</h4> <p>This activity can be used to create new records using attribute maps from EntityMap.xml definitions where you can define which values should be copied over from the original record.
-<img src="/.attachments/Screen%20Shot%202021-01-07%20at%2010.43.23%20PM.png" alt="List of Record Operations Code Activities"></p> <p><img src="/.attachments/Screen%20Shot%202021-01-07%20at%2010.31.16%20PM.png" alt="List of Record Operations Code Activities"></p> <p><img src="/.attachments/Screen%20Shot%202021-01-07%20at%2010.38.48%20PM.png" alt="Example of Create Record From Mapping Code Activity"></p> <p>It implements <a href="https://docs.microsoft.com/en-us/dotnet/api/microsoft.crm.sdk.messages.initializefromrequest" target="_blank" rel="noopener noreferrer">InitializeFromRequest<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <h3 id="some-of-the-code-activities-are-exposed-as-unbound-actions"><a href="#some-of-the-code-activities-are-exposed-as-unbound-actions" class="header-anchor">#</a> Some of the Code Activities are exposed as Unbound Actions</h3> <p>These can be accessed via the Organization OData API endpoint (integration/JavaScript extensions), executed by plugin or called by Dataverse (current environment connector).</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/record-operations.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/querybuilder/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<img src="/.attachments/Screen%20Shot%202021-01-07%20at%2010.43.23%20PM.png" alt="List of Record Operations Code Activities"></p> <p><img src="/.attachments/Screen%20Shot%202021-01-07%20at%2010.31.16%20PM.png" alt="List of Record Operations Code Activities"></p> <p><img src="/.attachments/Screen%20Shot%202021-01-07%20at%2010.38.48%20PM.png" alt="Example of Create Record From Mapping Code Activity"></p> <p>It implements <a href="https://docs.microsoft.com/en-us/dotnet/api/microsoft.crm.sdk.messages.initializefromrequest" target="_blank" rel="noopener noreferrer">InitializeFromRequest<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <h3 id="some-of-the-code-activities-are-exposed-as-unbound-actions"><a href="#some-of-the-code-activities-are-exposed-as-unbound-actions" class="header-anchor">#</a> Some of the Code Activities are exposed as Unbound Actions</h3> <p>These can be accessed via the Organization OData API endpoint (integration/JavaScript extensions), executed by plugin or called by Dataverse (current environment connector).</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/record-operations.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/querybuilder/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/utilities/templates/document-template/index.html b/en/developer-guide/applications/utilities/templates/document-template/index.html
index ad8bbe3b2..c0283f063 100644
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+++ b/en/developer-guide/applications/utilities/templates/document-template/index.html
@@ -19,7 +19,7 @@
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Document Template
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/document-template/#introduction" class="anchor-link"><div>Introduction</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/document-template/#where-to-find-email-templates" class="anchor-link"><div>Where to find email templates</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/document-template/#template-fields" class="anchor-link"><div>Template fields</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/document-template/#making-templates" class="anchor-link"><div>Making templates</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/document-template/#getting-template-from-flow" class="anchor-link"><div>Getting template from flow</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h2 id="introduction"><a href="#introduction" class="header-anchor">#</a> Introduction</h2> <p><img src="/.attachments/developer-guide/utilities/templates/documents/General.png" alt="General Tab"></p> <p>We have created a templating feature where you can save document templates <em>(docx, xlsx, pptx)</em>. You are also able to define template language and conditions under which this document will be fetched.</p> <h2 id="where-to-find-email-templates"><a href="#where-to-find-email-templates" class="header-anchor">#</a> Where to find email templates</h2> <p>The document templates are located in <strong>TALXIS Admin App -&gt; Look &amp; Feel Area -&gt; Templates</strong></p> <p><img src="/.attachments/developer-guide/utilities/templates/documents/Location.png" alt="Location"></p> <h2 id="template-fields"><a href="#template-fields" class="header-anchor">#</a> Template fields</h2> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Name</strong></td> <td><em>Text</em></td> <td>Name of the template.</td></tr> <tr><td><strong>Entity Name</strong></td> <td><em>Text</em></td> <td>Name of the entity where filter will be applied.</td></tr> <tr><td><strong>Language Code</strong></td> <td><em>Text</em></td> <td>Language Code in LCID format.</td></tr> <tr><td><strong>File</strong></td> <td><em>File</em></td> <td>HTML file produced by email designer.</td></tr> <tr><td><strong>Query</strong></td> <td><em>Text</em></td> <td>FetchXML query produced by query designer.</td></tr> <tr><td><strong>Template ID (Deprecated)</strong></td> <td><em>Text</em></td> <td>FetchXML query produced by query designer.</td></tr></tbody></table> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>You need to enter entity name before saving the form for filtering to work correctly !</p></div> <h2 id="making-templates"><a href="#making-templates" class="header-anchor">#</a> Making templates</h2> <p>Before using templates you would first need to make them. We prepared documentation on that topic so please visit this pages:</p> <ul><li>For excel templates visit <a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template.html">Fill Excel Reapter Template</a> and <a href="/en/developer-guide/applications/utilities/templates/fill-excel-template.html">Fill Excel Template</a></li> <li>For word templates visit <a href="/en/developer-guide/applications/utilities/templates/fill-word-template.html">Fill Word Template</a></li></ul> <h2 id="getting-template-from-flow"><a href="#getting-template-from-flow" class="header-anchor">#</a> Getting template from flow</h2> <ol><li><p>There is child flow named <strong>talxis_getdocumentfigurationidandtemplates</strong> which gets <strong>recordId</strong>, <strong>entityName</strong>. Based on these parameters, template, where sent record <em>(recordID you sent)</em> suits query inside of it, will be returned.</p></li> <li><p>If you get back template, you will get templateConfigurationId, fileFromTemplateIdField and fileFromDocumentFileField. fileFromDocumentFileField is encoded with Base64 so in order to get file content you will need to decode it to get pure HTML.</p></li> <li><p><em>(Optional)</em> If you have liquid tags in document to populate, you will need to use custom connector action. Depending on document type, approaches differentiate.</p></li> <li><p>Once everything is done, you will have document ready</p></li></ol> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p><em>If you are using liquid tags, check <a href="https://shopify.github.io/liquid/" target="_blank" rel="noopener noreferrer">Shopify's docs<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> to see what is possible to do with tags, but be aware that we are using <a href="https://github.com/dotliquid/dotliquid/wiki" target="_blank" rel="noopener noreferrer">DotLiquid<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> and it doesn't have all Shopify's features implemented. To counter this, we have added <a href="https://github.com/gimmi/DotLiquid.Extras/tree/master/src/DotLiquid.Extras.Tests" target="_blank" rel="noopener noreferrer">
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diff --git a/en/developer-guide/applications/utilities/templates/email-template/index.html b/en/developer-guide/applications/utilities/templates/email-template/index.html
index 03dcc0be3..b2cbb8e70 100644
--- a/en/developer-guide/applications/utilities/templates/email-template/index.html
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Email Template
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/email-template/#where-to-find-email-templates" class="anchor-link"><div>Where to find email templates</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/email-template/#template-fields" class="anchor-link"><div>Template fields</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/email-template/#getting-template-from-flow" class="anchor-link"><div>Getting template from flow</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="introduction"><a href="#introduction" class="header-anchor">#</a> Introduction</h1> <p><img src="/.attachments/developer-guide/utilities/templates/emails/General.png" alt="General Tab"> <img src="/.attachments/developer-guide/utilities/templates/emails/Designer.png" alt="Designer Tab"></p> <p>We have created a templating feature where you can compose email templates with our low code control. You are also able to define template language and under which conditions this email will be composed.</p> <h2 id="where-to-find-email-templates"><a href="#where-to-find-email-templates" class="header-anchor">#</a> Where to find email templates</h2> <p>The email templates are located in <strong>TALXIS Admin App -&gt; Look &amp; Feel Area -&gt; Templates</strong></p> <p><img src="/.attachments/developer-guide/utilities/templates/emails/Location.png" alt="Location"></p> <h2 id="template-fields"><a href="#template-fields" class="header-anchor">#</a> Template fields</h2> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Name</strong></td> <td><em>Text</em></td> <td>Name of the template.</td></tr> <tr><td><strong>Entity Name</strong></td> <td><em>Text</em></td> <td>Name of the entity where filter will be applied.</td></tr> <tr><td><strong>Language Code</strong></td> <td><em>Text</em></td> <td>Language Code in LCID format.</td></tr> <tr><td><strong>File</strong></td> <td><em>File</em></td> <td>HTML file produced by email designer.</td></tr> <tr><td><strong>Query</strong></td> <td><em>Text</em></td> <td>FetchXML query produced by query designer.</td></tr></tbody></table> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>You need to enter entity name before saving the form for filtering to work correctly !</p></div> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>For images in template editor use Base64 format of the picture !</p></div> <h2 id="getting-template-from-flow"><a href="#getting-template-from-flow" class="header-anchor">#</a> Getting template from flow</h2> <p>Here is one example of how to get and populate email template.</p> <p><img src="/.attachments/developer-guide/utilities/templates/emails/Flow.png" alt="Flow"></p> <ol><li><p>There is child flow called <strong>taxis_getemailtemplate</strong> which gets <strong>recordId</strong>, <strong>entityName</strong> and <strong>languageCode</strong> <em>(optional)</em>. Based on these parameters, template will be returned where sent record <em>(recordID)</em> suits query inside of the template.</p></li> <li><p>If you get back template, you will get back templateId and file. File is encoded with Base64 so in order to get file content you will need to decode it to get pure HTML.</p></li> <li><p><em>(Optional)</em> If you have liquid tags in email to populate, you will need to use <a href="/en/developer-guide/integration/components/connector/excelconnector.html">email custom connector</a> action: <strong>Map to liquid</strong> which gets:</p> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Entity</strong></td> <td><em>json</em></td> <td>Entity record that provides data for template.</td></tr> <tr><td><strong>Map</strong></td> <td><em>Text</em></td> <td>Template which will be populated with data</td></tr></tbody></table></li> <li><p>Once everything done, you will have email ready for sending</p></li></ol> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p><em>Check <a href="https://shopify.github.io/liquid/" target="_blank" rel="noopener noreferrer">Shopify's docs<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> to see what is possible to do with tags, but be aware that we are using <a href="https://github.com/dotliquid/dotliquid/wiki" target="_blank" rel="noopener noreferrer">DotLiquid<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> and it doesn't have all Shopify's features implemented. To counter this, we have added <a href="https://github.com/gimmi/DotLiquid.Extras/tree/master/src/DotLiquid.Extras.Tests" target="_blank" rel="noopener noreferrer">
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+DotLiquid.Extras<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> filters, which should substitute missing functionalities.</em></p></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/templates/email-template.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/templates/general/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/index.html b/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/index.html
index 2e13c4491..c82c5133b 100644
--- a/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/index.html
+++ b/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/index.html
@@ -19,7 +19,7 @@
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     Fill Excel Repeater in Excel Template
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/#you-will-need" class="anchor-link"><div>You will need:</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/#set-template-properties" class="anchor-link"><div>Set template properties</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/#fill-liquid-tags" class="anchor-link"><div>Fill liquid tags</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/#upload-image" class="anchor-link"><div>Upload image</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/#getting-the-template-document" class="anchor-link"><div>Getting the template document</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/#getting-data" class="anchor-link"><div>Getting data</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/#common-issue" class="anchor-link"><div>Common issue</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/#connector-input-output" class="anchor-link"><div>Connector Input/Output</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="working-with-excel-connector"><a href="#working-with-excel-connector" class="header-anchor">#</a> <strong>Working with Excel connector</strong></h1> <h2 id="you-will-need"><a href="#you-will-need" class="header-anchor">#</a> You will need:</h2> <ul><li>TALXIS.Connectors.Excel.zip solution</li> <li>Excel connector API key</li> <li>Excel template document (see our example <a href="/.attachments/LongList.xlsx">LongList.xlsx</a>)</li></ul> <h1 id="excel-template-preparation"><a href="#excel-template-preparation" class="header-anchor">#</a> Excel Template Preparation</h1> <h2 id="set-template-properties"><a href="#set-template-properties" class="header-anchor">#</a> Set template properties</h2> <p>We will start with the sheet TemplateConfiguration. You can set the properties of the excel filler here. Properties include:</p> <ul><li>RepeaterRange - a range of filler, e.g. how many rows or columns should be filled</li> <li>RepeaterVertical - boolean, set if data are being filled vertically or horizontally</li> <li>SheetName - the name of a target sheet</li></ul> <p><img src="/.attachments/ExcelConnector/Excel.png" alt="image.png"></p> <p>In our case, we have set the filler to be Horizontal and to range from row 2 to row 32. Also notice that we are starting from column B, because column A should contain title information.</p> <p>Column B, our first column of the repeater, contains liquid tags on what data should be filled in. Notice that formatting is not included in repeater must be done manually for each cell/row/column.</p> <h2 id="fill-liquid-tags"><a href="#fill-liquid-tags" class="header-anchor">#</a> Fill liquid tags</h2> <p>Check <a href="https://shopify.github.io/liquid/" target="_blank" rel="noopener noreferrer">Shopify's docs<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> to see what is possible to do with tags, but be aware that we are using <a href="https://github.com/dotliquid/dotliquid/wiki" target="_blank" rel="noopener noreferrer">DotLiquid<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> and it doesn't have all Shopify's features implemented. To counter this, we have added <a href="https://github.com/gimmi/DotLiquid.Extras/tree/master/src/DotLiquid.Extras.Tests" target="_blank" rel="noopener noreferrer">
 DotLiquid.Extras<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> filters, which should substitute missing functionalities.</p> <p><img src="/.attachments/ExcelConnector/Excel1.png" alt="image.png"></p> <h2 id="upload-image"><a href="#upload-image" class="header-anchor">#</a> Upload image</h2> <p>Done! Let's upload the excel file to PowerApps. Use Advance Find to find entity Talxis Configuration - Document Generators, create a new record, and upload the excel file there. If you ever wish to replace the template doc, just replace it there.</p> <p><img src="/.attachments/ExcelConnector/Excel5.png" alt="image.png"></p> <h1 id="creating-powerautomate-flow"><a href="#creating-powerautomate-flow" class="header-anchor">#</a> Creating PowerAutomate Flow</h1> <h2 id="getting-the-template-document"><a href="#getting-the-template-document" class="header-anchor">#</a> Getting the template document</h2> <p>In your flow, you need to get the document record first. You will need &quot;list records&quot; action to find the desired document, make the filters so that the one document you wish to use is returned, no more, no less.</p> <p><img src="/.attachments/ExcelConnector/Excel4.png" alt="image.png"></p> <p>Then check if exactly one document was returned. If yes, download the contents of the record through the &quot;Get file or image&quot; action. Since we used list record action before, the record is stored in an array, thus use an expression to get the first item's id. Save the content of the returned file to a variable.</p> <p><img src="/.attachments/ExcelConnector/Excel3.png" alt="image.png"></p> <h2 id="getting-data"><a href="#getting-data" class="header-anchor">#</a> Getting data</h2> <p>Let us move to getting the data to be filled to your excel. You need data in JSON syntax. This isn't complicated, in CDS current environment use &quot;list records&quot; action, or get them from any other source, as long as the output is in JSON.</p> <h2 id="common-issue"><a href="#common-issue" class="header-anchor">#</a> Common issue</h2> <p>Sometimes you want to use formatted values in excel filler, but the liquid doesn't like periods and at signs (.@). The simplest way around this is to convert JSON to string, use replace action to get rid of the bad symbols, and then convert the string back to JSON. In the example below, we are replacing the whole part of '@OData.Community.Display.V1.FormattedValue' for '_label'</p> <div class="language- line-numbers-mode"><pre class="language-text"><code>json(replace(string(items('Apply_to_each_3')), '@OData.Community.Display.V1.FormattedValue', '_label'))
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p><img src="/.attachments/ExcelConnector/Excel2.png" alt="image.png"></p> <h2 id="connector-input-output"><a href="#connector-input-output" class="header-anchor">#</a> Connector Input/Output</h2> <p>Lets put all of our data to Fill Excel Repeater Template action.</p> <ul><li>Properties: take any data in JSON format. We are using formatted JSON from &quot;list records&quot; action.</li> <li>Document: takes excel file in binary format. You will need to format the document variable before inserting!</li></ul> <p><img src="/.attachments/ExcelConnector/Excel6.png" alt="image.png"></p> <p>To save or further process the filled document, use the output body of the Fill Excel Repeater Template action. You can save it to a record, send ut via email, or whatever your heart desires.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/templates/document-template/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p><img src="/.attachments/ExcelConnector/Excel2.png" alt="image.png"></p> <h2 id="connector-input-output"><a href="#connector-input-output" class="header-anchor">#</a> Connector Input/Output</h2> <p>Lets put all of our data to Fill Excel Repeater Template action.</p> <ul><li>Properties: take any data in JSON format. We are using formatted JSON from &quot;list records&quot; action.</li> <li>Document: takes excel file in binary format. You will need to format the document variable before inserting!</li></ul> <p><img src="/.attachments/ExcelConnector/Excel6.png" alt="image.png"></p> <p>To save or further process the filled document, use the output body of the Fill Excel Repeater Template action. You can save it to a record, send ut via email, or whatever your heart desires.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/templates/document-template/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -137,11 +137,11 @@
   <span class="token punctuation">]</span><span class="token punctuation">,</span>
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-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br><span class="line-number">18</span><br><span class="line-number">19</span><br><span class="line-number">20</span><br><span class="line-number">21</span><br><span class="line-number">22</span><br><span class="line-number">23</span><br><span class="line-number">24</span><br><span class="line-number">25</span><br><span class="line-number">26</span><br><span class="line-number">27</span><br><span class="line-number">28</span><br><span class="line-number">29</span><br><span class="line-number">30</span><br><span class="line-number">31</span><br><span class="line-number">32</span><br><span class="line-number">33</span><br><span class="line-number">34</span><br><span class="line-number">35</span><br><span class="line-number">36</span><br><span class="line-number">37</span><br><span class="line-number">38</span><br><span class="line-number">39</span><br><span class="line-number">40</span><br><span class="line-number">41</span><br><span class="line-number">42</span><br><span class="line-number">43</span><br><span class="line-number">44</span><br><span class="line-number">45</span><br><span class="line-number">46</span><br></div></div><h2 id="connector-input"><a href="#connector-input" class="header-anchor">#</a> Connector input</h2> <p>The document input for the new action is the same as in the previous <a href="/en/developer-guide/integration/components/connector/fill-excel-reapter-template/#connector-input-output">action</a>.</p> <p>The data property accepts a JSON as shown above.</p> <p><img src="/.attachments/ExcelConnector/fill-excel-template-action-04.png" alt="Action"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/templates/fill-excel-template.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br><span class="line-number">18</span><br><span class="line-number">19</span><br><span class="line-number">20</span><br><span class="line-number">21</span><br><span class="line-number">22</span><br><span class="line-number">23</span><br><span class="line-number">24</span><br><span class="line-number">25</span><br><span class="line-number">26</span><br><span class="line-number">27</span><br><span class="line-number">28</span><br><span class="line-number">29</span><br><span class="line-number">30</span><br><span class="line-number">31</span><br><span class="line-number">32</span><br><span class="line-number">33</span><br><span class="line-number">34</span><br><span class="line-number">35</span><br><span class="line-number">36</span><br><span class="line-number">37</span><br><span class="line-number">38</span><br><span class="line-number">39</span><br><span class="line-number">40</span><br><span class="line-number">41</span><br><span class="line-number">42</span><br><span class="line-number">43</span><br><span class="line-number">44</span><br><span class="line-number">45</span><br><span class="line-number">46</span><br></div></div><h2 id="connector-input"><a href="#connector-input" class="header-anchor">#</a> Connector input</h2> <p>The document input for the new action is the same as in the previous <a href="/en/developer-guide/integration/components/connector/fill-excel-reapter-template/#connector-input-output">action</a>.</p> <p>The data property accepts a JSON as shown above.</p> <p><img src="/.attachments/ExcelConnector/fill-excel-template-action-04.png" alt="Action"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/templates/fill-excel-template.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Fill Excel Repeater Template
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         Fill Word Template
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diff --git a/en/developer-guide/applications/utilities/templates/fill-word-template/index.html b/en/developer-guide/applications/utilities/templates/fill-word-template/index.html
index de2984cb8..41c853b04 100644
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Fill Word Template
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/fill-word-template/#word-template-preparation" class="anchor-link"><div>Word Template Preparation</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="making-word-template"><a href="#making-word-template" class="header-anchor">#</a> <strong>Making Word Template</strong></h1> <h2 id="word-template-preparation"><a href="#word-template-preparation" class="header-anchor">#</a> Word Template Preparation</h2> <p>Making Word template is really easy since it is supported by MS Word. These are the steps you need to do in order to populate a word template.</p> <ol><li><p>Open MS Word</p></li> <li><p>Enable developer tab.</p> <ol><li><p>Go to File &gt; Options.</p></li> <li><p>Select Customize Ribbon.</p></li> <li><p>Under Main Tabs, select the Developer checkbox, and then choose OK.</p> <p><img src="/.attachments/developer-guide/utilities/templates/word/ControlProperties.png" alt="Word Settings"></p></li></ol></li> <li><p>Open developer tab</p></li> <li><p>Under controls section, choose suitable control for data provided later to <a href="/en/developer-guide/integration/components/connector/wordconnector.html">Word Connector</a></p> <p><img src="/.attachments/developer-guide/utilities/templates/word/Controls.png" alt="Controls"></p></li> <li><p>Once you choose your control (In this example I will choose Plain Text Content Control), select it and click on properties which is located in Controls section of Developer tab.</p></li> <li><p>Here you will enter:</p> <ul><li>Title: Title for this control (Will not be shown in final document)</li> <li>Tag: Property name from JSON object that will be delivered in connector</li></ul> <p>These two controls are important to us, but you can also do few additional settings in properties. For example, styling can be done here, but also can be style as regular text with controls from Home tab</p> <p><img src="/.attachments/developer-guide/utilities/templates/word/ControlProperties.png" alt="Controls"></p></li></ol> <p>And that would be it...Save the template, upload it to <a href="/en/developer-guide/applications/utilities/templates/document-template.html">TALXIS Configuration - Document Generator</a> entity, populate it with
-<a href="/en/developer-guide/integration/components/connector/wordconnector.html">TALXIS Word Connector</a> and you will have final product 😄</p> <p>Enjoy using it !</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/templates/fill-word-template.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-template/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<a href="/en/developer-guide/integration/components/connector/wordconnector.html">TALXIS Word Connector</a> and you will have final product 😄</p> <p>Enjoy using it !</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/templates/fill-word-template.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/templates/fill-excel-template/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Templates
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/general/#introduction" class="anchor-link"><div>Introduction</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/applications/utilities/templates/general/#general-idea" class="anchor-link"><div>General idea</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="templates"><a href="#templates" class="header-anchor">#</a> Templates</h1> <h2 id="introduction"><a href="#introduction" class="header-anchor">#</a> Introduction</h2> <p>We have created a templating feature where you can compose different kinds of templates and populate them with data from CDS. There are currently 3 types of templates: <strong>Word <em>(docx)</em>, Excel <em>(xlsx)</em> and Email</strong>. Getting into details of every template type, making and getting of them is different. Therefore we've made detailed instructions for each type.</p> <h2 id="general-idea"><a href="#general-idea" class="header-anchor">#</a> General idea</h2> <p>Regardless of differences in each template type, general logic is same. For now we'll take email templates for example. Let's say we need to send batch of emails to certain group of contacts</p> <ol><li>You will make an email template by making new record where you will design actual email in out designer, declare its filters and language. In designer you can use liquid tags to allow template to recieve custom data.</li></ol> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p><em>Check <a href="https://shopify.github.io/liquid/" target="_blank" rel="noopener noreferrer">Shopify's docs<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> to see what is possible to do with tags, but be aware that we are using <a href="https://github.com/dotliquid/dotliquid/wiki" target="_blank" rel="noopener noreferrer">DotLiquid<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> and it doesn't have all Shopify's features implemented. To counter this, we have added <a href="https://github.com/gimmi/DotLiquid.Extras/tree/master/src/DotLiquid.Extras.Tests" target="_blank" rel="noopener noreferrer">
-DotLiquid.Extras<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> filters, which should substitute missing functionalities.</em></p></div> <ol start="2"><li><p>In your custom flow for sending emails, you will get template by calling child flow <em>(in our case talxis_getemailtemplate)</em>  which retrieves template based on sent entity and record ID. If sent record satisfies criteria for one of the templates, that template will be returned.</p></li> <li><p>If you need to populate data inside of the template, you will do it by using custom connector actions <em>(again in our case &quot;Map To Liquid&quot;)</em> which will populate tempate with data from CDS.</p></li> <li><p>After that you will have email ready for sending 😄</p></li></ol> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>Please check detailed descriptions for more info.</p> <ul><li><a href="/en/developer-guide/applications/utilities/templates/email-template.html">Email Templates</a></li> <li><a href="/en/developer-guide/applications/utilities/templates/document-template.html">Document Templates</a> (Word, Excel)</li></ul></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/templates/general.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/flows/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+DotLiquid.Extras<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> filters, which should substitute missing functionalities.</em></p></div> <ol start="2"><li><p>In your custom flow for sending emails, you will get template by calling child flow <em>(in our case talxis_getemailtemplate)</em>  which retrieves template based on sent entity and record ID. If sent record satisfies criteria for one of the templates, that template will be returned.</p></li> <li><p>If you need to populate data inside of the template, you will do it by using custom connector actions <em>(again in our case &quot;Map To Liquid&quot;)</em> which will populate tempate with data from CDS.</p></li> <li><p>After that you will have email ready for sending 😄</p></li></ol> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>Please check detailed descriptions for more info.</p> <ul><li><a href="/en/developer-guide/applications/utilities/templates/email-template.html">Email Templates</a></li> <li><a href="/en/developer-guide/applications/utilities/templates/document-template.html">Document Templates</a> (Word, Excel)</li></ul></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/templates/general.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/flows/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -194,11 +194,11 @@
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br></div></div><h2 id="isicondarkinglobaltab"><a href="#isicondarkinglobaltab" class="header-anchor">#</a> IsIconDarkInGlobalTab</h2> <h3 id="inputs-15"><a href="#inputs-15" class="header-anchor">#</a> Inputs</h3> <p>None</p> <h3 id="usage-16"><a href="#usage-16" class="header-anchor">#</a> Usage</h3> <div class="language-xml line-numbers-mode"><pre class="language-xml"><code><span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>EnableRule</span> <span class="token attr-name">Id</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>talxis.globaltab.talxishelp.enablerule.isicondarkinverted<span class="token punctuation">&quot;</span></span><span class="token punctuation">&gt;</span></span>
     <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;</span>CustomRule</span> <span class="token attr-name">FunctionName</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>TALXIS.Utility.Apps.Start.UCIClientExtensions.IsIconDarkInGlobalTab<span class="token punctuation">&quot;</span></span> <span class="token attr-name">Library</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>$webresource:talxis_utilityappsstart.js<span class="token punctuation">&quot;</span></span> <span class="token attr-name">InvertResult</span><span class="token attr-value"><span class="token punctuation attr-equals">=</span><span class="token punctuation">&quot;</span>true<span class="token punctuation">&quot;</span></span><span class="token punctuation">&gt;</span></span><span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>CustomRule</span><span class="token punctuation">&gt;</span></span>
 <span class="token tag"><span class="token tag"><span class="token punctuation">&lt;/</span>EnableRule</span><span class="token punctuation">&gt;</span></span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br></div></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/uci-extensions.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/record-operations/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br></div></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/applications/utilities/uci-extensions.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/utilities/record-operations/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/getting-started/code-structure/code-structure/index.html b/en/developer-guide/getting-started/code-structure/code-structure/index.html
index dc9aeac96..5524d2da3 100644
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+++ b/en/developer-guide/getting-started/code-structure/code-structure/index.html
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href="/assets/js/page-MapPicker--4ffd48ec.24c31071.js"><link rel="prefetch" href="/assets/js/page-Markinvoiceaspaid--758db002.14723e54.js"><link rel="prefetch" href="/assets/js/page-Milestones--31b0bb02.19e73554.js"><link rel="prefetch" href="/assets/js/page-MockApi--b825e440.7a53f0e8.js"><link rel="prefetch" href="/assets/js/page-Navigationmenu--8096526c.9a1cb990.js"><link rel="prefetch" href="/assets/js/page-NotificationPanel--eb06ee64.a634239b.js"><link rel="prefetch" href="/assets/js/page-Notifyotherusersaboutthecontract--5c7b7302.396e96f0.js"><link rel="prefetch" href="/assets/js/page-OptionSet--032fd482.34c81dda.js"><link rel="prefetch" href="/assets/js/page-OptionsetIcons--62c8397c.547d447e.js"><link rel="prefetch" href="/assets/js/page-OtherTools--76afc4d8.78def22c.js"><link rel="prefetch" href="/assets/js/page-PhonePicker--4bef8308.6d65255b.js"><link rel="prefetch" href="/assets/js/page-Plugin--ae7f8ec4.fe72cc11.js"><link rel="prefetch" 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rel="prefetch" href="/assets/js/page-Relationship--19f2f1d4.1fa0e8ba.js"><link rel="prefetch" href="/assets/js/page-Rolesinthecontractprocess--0486d022.177e8803.js"><link rel="prefetch" href="/assets/js/page-Rolesintheprocurementprocess--6b3f993c.61cd2ed8.js"><link rel="prefetch" href="/assets/js/page-SecurityRole--76fe2b58.f99ac742.js"><link rel="prefetch" href="/assets/js/page-Securityanduserprivileges--348cbf62.33af2a50.js"><link rel="prefetch" href="/assets/js/page-SelectApplication--e661743c.3035a17c.js"><link rel="prefetch" href="/assets/js/page-Sentapurchaseinvoiceforapproval--ceb95980.a0a4c389.js"><link rel="prefetch" href="/assets/js/page-Signi(iSmlouva)--182b015b.21e8855c.js"><link rel="prefetch" href="/assets/js/page-Signthecontract--70b71c62.f0811d5b.js"><link rel="prefetch" href="/assets/js/page-Sitemap--faa78160.a476f03b.js"><link rel="prefetch" href="/assets/js/page-SolutionComponentGenerators--242a06c8.f2d2b206.js"><link rel="prefetch" href="/assets/js/page-SolutionComponentTools--5083ee82.eda15bc9.js"><link rel="prefetch" href="/assets/js/page-SolutionPackageTools--18151622.834ae70c.js"><link rel="prefetch" href="/assets/js/page-Startandfinishthereview--31c3f854.06bc0c08.js"><link rel="prefetch" href="/assets/js/page-Startapproval--2ab2c324.7a048c84.js"><link rel="prefetch" href="/assets/js/page-Startusingapplications--52d70ee2.f9b4ecc7.js"><link rel="prefetch" href="/assets/js/page-Structurescaffolding--a4e64b20.adc408eb.js"><link rel="prefetch" href="/assets/js/page-Subgrid--564d2aae.ca16cc32.js"><link rel="prefetch" href="/assets/js/page-Synchronizacekalendáře--46331ddb.1f749cca.js"><link rel="prefetch" href="/assets/js/page-Synchronizacekontaktů--3b314c3b.3ca5db33.js"><link rel="prefetch" href="/assets/js/page-TALXISAsyncJobs--4ba9b636.5177d746.js"><link rel="prefetch" href="/assets/js/page-TALXISConfiguration-Announcements--9f56403c.0a8993e5.js"><link rel="prefetch" href="/assets/js/page-TALXISConfiguration-LandingPage--6c63a7aa.9049bb09.js"><link rel="prefetch" href="/assets/js/page-TALXISCustomAssignmentCascade--29a345e2.33eed65e.js"><link rel="prefetch" href="/assets/js/page-TALXISDevKit--3ad18b3c.10adcac2.js"><link rel="prefetch" href="/assets/js/page-TALXISDevKitTroubleshooting--dbd3d1bc.48113856.js"><link rel="prefetch" href="/assets/js/page-TALXISDocs--4622a1bb.5d24a655.js"><link rel="prefetch" href="/assets/js/page-TALXISFlows--0c0f0382.119fe4dc.js"><link rel="prefetch" href="/assets/js/page-TALXISIntroductions--5532affc.a86877b6.js"><link rel="prefetch" href="/assets/js/page-TALXISProcurement--79947cfc.3d73515e.js"><link rel="prefetch" href="/assets/js/page-TALXISWorkflow-GetAppModuleDetails--68510566.abf1c3ff.js"><link rel="prefetch" href="/assets/js/page-Tags--bb626ef4.aa100cff.js"><link rel="prefetch" href="/assets/js/page-Tasksduringcontractprocesses--4c70c082.3880d4d7.js"><link rel="prefetch" href="/assets/js/page-Templates--62ea1922.e49b242e.js"><link rel="prefetch" href="/assets/js/page-TemplatesClassification--09db78b4.42ff5eb0.js"><link rel="prefetch" href="/assets/js/page-Terminatecontract--7855c744.6ad8fb1e.js"><link rel="prefetch" href="/assets/js/page-Texteditor--18a80fc0.d6c642c0.js"><link rel="prefetch" href="/assets/js/page-Timeline--20708262.fe15c7e8.js"><link rel="prefetch" href="/assets/js/page-Trackandmanageactivities--ec005ffc.41157ac1.js"><link rel="prefetch" href="/assets/js/page-Trackyourprogresswithdashboardsandcharts--a18b923c.d9ab457e.js"><link rel="prefetch" href="/assets/js/page-TreeView--8f061ffc.cb3c25a9.js"><link rel="prefetch" href="/assets/js/page-UCIExtensions--51ebd510.03bd6b73.js"><link rel="prefetch" href="/assets/js/page-Useaccountstomanagecustomercompanies--222229e4.08049c8d.js"><link rel="prefetch" href="/assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.3be54a8a.js"><link rel="prefetch" href="/assets/js/page-Userguide--4626294a.f485f984.js"><link rel="prefetch" href="/assets/js/page-Views--0a762244.90db2b7d.js"><link rel="prefetch" href="/assets/js/page-Views--48d2308c.bc990c9a.js"><link rel="prefetch" href="/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js"><link rel="prefetch" href="/assets/js/page-WebResource--b12c16bc.0e9a52c4.js"><link rel="prefetch" href="/assets/js/page-WordConnector--b0d39fbc.8b848167.js"><link rel="prefetch" href="/assets/js/page-Workflow--5c9d2606.a7f35ed4.js"><link rel="prefetch" href="/assets/js/vendors~docsearch.4e98b6bd.js"><link rel="prefetch" href="/assets/js/vendors~flowchart.763b70c7.js"><link rel="prefetch" href="/assets/js/vendors~photo-swipe.5b6496a1.js"><link rel="prefetch" href="/assets/js/vendors~reveal.32802352.js">
     <link rel="stylesheet" href="/assets/css/0.styles.73fa00f1.css">
   </head>
   <body>
@@ -122,7 +122,7 @@
 ○ Solution.xml - Everything that is contained inside solution (if you are interested in types read this
 • WebResources - Custom Code
 ○ <em>customCodeName</em>
-○ <em>WebResourceName</em>.xml - containes WebSource metadata</p></blockquote></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/code-structure/code-structure.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <!----> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
-    <script src="/assets/js/app.597aaffc.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-CodeStructure--9e28ec14.0461610b.js" defer></script>
+○ <em>WebResourceName</em>.xml - containes WebSource metadata</p></blockquote></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/code-structure/code-structure.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <!----> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
+    <script src="/assets/js/app.c5d32722.js" defer></script><script src="/assets/js/layout-Layout.34584b4a.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound.3abfc1a0.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout~layout-NotFound~layout-Slide.5559a9ed.js" defer></script><script src="/assets/js/vendors~layout-Blog~layout-Layout.839309a1.js" defer></script><script src="/assets/js/page-CodeStructure--9e28ec14.908d5634.js" defer></script>
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 </html>
diff --git a/en/developer-guide/getting-started/components/index.html b/en/developer-guide/getting-started/components/index.html
index b646c1eb0..e93610ac9 100644
--- a/en/developer-guide/getting-started/components/index.html
+++ b/en/developer-guide/getting-started/components/index.html
@@ -19,7 +19,7 @@
     <meta name="apple-mobile-web-app-capable" content="yes">
     <meta name="apple-mobile-web-app-status-bar-style" content="black">
     
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href="/assets/js/187.3864cc2c.js"><link rel="prefetch" href="/assets/js/layout-Blog.ee7b4e53.js"><link rel="prefetch" href="/assets/js/layout-NotFound.79c0f0ed.js"><link rel="prefetch" href="/assets/js/layout-Slide.ae6161bd.js"><link rel="prefetch" href="/assets/js/page--3980135b.82ab346a.js"><link rel="prefetch" href="/assets/js/page--42dcb9c2.dc026be1.js"><link rel="prefetch" href="/assets/js/page--61f45bf4.10e704c7.js"><link rel="prefetch" href="/assets/js/page--77aa15e2.76fd22cd.js"><link rel="prefetch" href="/assets/js/page--a34a6eca.391b7529.js"><link rel="prefetch" href="/assets/js/page--c3c7a5bc.f2fb5a52.js"><link rel="prefetch" href="/assets/js/page-Addapurchaseinvoicedetail--ea93667c.b1537acb.js"><link rel="prefetch" href="/assets/js/page-Addhistoricalcontract--5673b442.bacfba07.js"><link rel="prefetch" href="/assets/js/page-Addproductstoquoteororder--7a4f0ea0.faa61da0.js"><link rel="prefetch" href="/assets/js/page-AddressPicker--0f62513c.f32d9bfa.js"><link rel="prefetch" href="/assets/js/page-Addreviewcomment--6e7b07d8.182dd891.js"><link rel="prefetch" href="/assets/js/page-Amendvalidcontract--20d65b3e.70d3ee27.js"><link rel="prefetch" href="/assets/js/page-Annotations--c068a490.1332e22a.js"><link rel="prefetch" href="/assets/js/page-AnnouncementCard--32e938fc.4639bfae.js"><link rel="prefetch" href="/assets/js/page-AppModuleSiteMap--ba9856fc.6b6322f3.js"><link rel="prefetch" href="/assets/js/page-Approvalofpurchaseinvoice--0c44be7c.829ccf0d.js"><link rel="prefetch" href="/assets/js/page-Approveorrejectcontract--62b72e14.780ee671.js"><link rel="prefetch" href="/assets/js/page-AttachmentsGrid--b51a53d8.86360724.js"><link rel="prefetch" href="/assets/js/page-Attributes--fe3a4d3c.26da6fdf.js"><link rel="prefetch" href="/assets/js/page-AutomatedAppUserImport--73622dc2.e205c05e.js"><link rel="prefetch" href="/assets/js/page-AutomatedCloudFlowExecution--49272a62.af3be183.js"><link rel="prefetch" href="/assets/js/page-BackgroundJob--792cf382.eb25db21.js"><link 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index 6927fed56..f524a46c1 100644
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 <ol><li>You can quickly access them through previously inputted <strong>URL Slug</strong>. Just visit this link - <code>https://localazy.com/p/{ URL Slug }/settings#access-keys</code></li> <li>There are two keys, one is for read and the second for write. You'll need both of them.</li></ol></li> <li>Add the secrets to the Azure Key Vault.
 <ol><li>Open <a href="https://portal.azure.com/#@networg.com/resource/subscriptions/45aa8379-dcec-46bc-a42d-f899d6664b9c/resourceGroups/int0006-pipelines/providers/Microsoft.KeyVault/vaults/int0006-pipelines/secrets" target="_blank" rel="noopener noreferrer"><strong>int0006-pipelines</strong> Key Vault's secrets<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</li> <li>Add Localazy read key following this convention - <code>localazy-readKey-{ solution's unique name }</code> where non-alphanumeric characters are removed.</li> <li>Add Localazy write key following this convention - <code>localazy-writeKey-{ solution's unique name }</code> where non-alphanumeric characters are removed.</li></ol></li></ol> <h3 id="merge-the-solution-s-resource-file-to-develop"><a href="#merge-the-solution-s-resource-file-to-develop" class="header-anchor">#</a> Merge the Solution's Resource File to 'develop'</h3> <p>If everything above was done, now you need to get your phrases into your new Localazy project. This step has been automated with merge to <code>develop</code> branch.</p> <ol><li>Commit <a href="#get-solutions-resource-file">the resource file</a>.</li> <li>Open a pull request to develop.</li> <li>Wait for approval.</li> <li>Make sure that the phrases appear in the Localazy project after successful build. If not, something is wrong and you need to investigate.<br> <img src="/.attachments/developer-guide/getting-started/contributing/localization-of-business-applications_checkPhrasesInLocalazy.png" alt="Check phrases in the Localazy"></li></ol> <h3 id="localize-the-solution"><a href="#localize-the-solution" class="header-anchor">#</a> Localize the Solution</h3> <p>The biggest strength of this approach is that anyone can translate the phrases without any technical background. Suggested translations also improve the experience a lot.</p> <ol><li>Login to Localazy
 <ol><li>Make sure that you're part of the NETWORG organization.</li> <li>Make sure that you have access to the Localazy project you wish to localize.</li> <li>Translate.</li></ol></li></ol> <h3 id="publish-a-localized-release"><a href="#publish-a-localized-release" class="header-anchor">#</a> Publish a Localized Release</h3> <p>Cherry on top.</p> <ol><li>Approve translations in the Localazy project.
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   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/getting-started/contributing/naming-conventions/git/#branches" class="anchor-link"><div>Branches</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/contributing/naming-conventions/git/#feature-branches" class="anchor-link"><div>Feature Branches</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/contributing/naming-conventions/git/#release-branches" class="anchor-link"><div>Release Branches</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/contributing/naming-conventions/git/#hotfix-branches" class="anchor-link"><div>HOTFIX Branches</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/getting-started/contributing/naming-conventions/git/#pull-requests" class="anchor-link"><div>Pull Requests</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/contributing/naming-conventions/git/#changes-in-source-src" class="anchor-link"><div>Changes in Source (src/*/.*)</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/contributing/naming-conventions/git/#changes-elswhere" class="anchor-link"><div>Changes Elswhere</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/contributing/naming-conventions/git/#hotfixes" class="anchor-link"><div>HOTFIXES</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="git"><a href="#git" class="header-anchor">#</a> Git</h1> <p>You can find <code>git</code> related naming conventions here. This includes branches and pull requests.</p> <h2 id="branches"><a href="#branches" class="header-anchor">#</a> Branches</h2> <p>Naming branches differs based on their purpose.</p> <h3 id="feature-branches"><a href="#feature-branches" class="header-anchor">#</a> Feature Branches</h3> <p>Feature branches are the ones, where you contribute to TALXIS with new functionality. These are always created from default branch (currently <code>develop</code>).</p> <blockquote><h4 id="convention"><a href="#convention" class="header-anchor">#</a> Convention</h4> <p>users/{ Alias }/{ Work item id }.{ Friendly label }</p> <h4 id="example"><a href="#example" class="header-anchor">#</a> Example</h4> <p>users/jan.kostejn/9364.nonconformityCosts</p></blockquote> <h3 id="release-branches"><a href="#release-branches" class="header-anchor">#</a> Release Branches</h3> <p>Release branches are always created from <code>develop</code> branch and they are used to merge changes into <code>master</code> branch. You release feature with introducing it into <code>master</code> branch.</p> <blockquote><h4 id="convention-2"><a href="#convention-2" class="header-anchor">#</a> Convention</h4> <p>releases-users/{ Alias }/{ Sprint number - SYYMM }.{ Iteration }</p> <h4 id="example-2"><a href="#example-2" class="header-anchor">#</a> Example</h4> <p>releases-users/jan.kostejn/S2101.1</p></blockquote> <h3 id="hotfix-branches"><a href="#hotfix-branches" class="header-anchor">#</a> HOTFIX Branches</h3> <p>There can be business critical issue which needs to fixed as soon as possible. Hotfix branches are here for that.</p> <blockquote><h4 id="convention-3"><a href="#convention-3" class="header-anchor">#</a> Convention</h4> <p>hotfixes-users/{ Alias }/{ Work item id }.{ Friendly label }</p> <h4 id="example-3"><a href="#example-3" class="header-anchor">#</a> Example</h4> <p>hotfixes-users/jan.kostejn/9364.nonconformityCostsNotGenerating</p></blockquote> <h2 id="pull-requests"><a href="#pull-requests" class="header-anchor">#</a> Pull Requests</h2> <p>If you would like to contribute to TALXIS, there are naming conventions for branches so that pull requests are easy to complete and changes can be found without big efforts in the version history.</p> <h3 id="changes-in-source-src"><a href="#changes-in-source-src" class="header-anchor">#</a> Changes in Source (src/**/<em>.</em>)</h3> <p>You should always specify the area and module you are working on with short description of the feature / change. Both area and module can be synthesized from path.</p> <blockquote><h4 id="convention-4"><a href="#convention-4" class="header-anchor">#</a> Convention</h4> <p>{ Area }/{ Module } - { Short description }</p> <h4 id="examples"><a href="#examples" class="header-anchor">#</a> Examples</h4> <p>Operation/Procurement - Multiple approvers support in the process
-Distribution/Sales - Quote management</p></blockquote> <p>In case you are not requesting to pull changes under some module (works on infrastructure for example) name the pull request based on namespace of the project you are working on with short description of the feature / change.</p> <blockquote><h4 id="convention-5"><a href="#convention-5" class="header-anchor">#</a> Convention</h4> <p>{ Namespace } - { Short description }</p> <h4 id="example-4"><a href="#example-4" class="header-anchor">#</a> Example</h4> <p>TALXIS.Infrastructure.BusinessLayer - Microsoft Graph Client Added</p></blockquote> <h3 id="changes-elswhere"><a href="#changes-elswhere" class="header-anchor">#</a> Changes Elswhere</h3> <p>In case where your chagnes are not under 'src/' folder, name pull request by short description of the feature / change.</p> <blockquote><h4 id="convention-6"><a href="#convention-6" class="header-anchor">#</a> Convention</h4> <p>{ Short description }</p> <h4 id="example-5"><a href="#example-5" class="header-anchor">#</a> Example</h4> <p>Updated readme.md</p></blockquote> <h3 id="hotfixes"><a href="#hotfixes" class="header-anchor">#</a> HOTFIXES</h3> <p>All hotfixes follow the above.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/contributing/naming-conventions/git.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/contributing/git-workflow/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Distribution/Sales - Quote management</p></blockquote> <p>In case you are not requesting to pull changes under some module (works on infrastructure for example) name the pull request based on namespace of the project you are working on with short description of the feature / change.</p> <blockquote><h4 id="convention-5"><a href="#convention-5" class="header-anchor">#</a> Convention</h4> <p>{ Namespace } - { Short description }</p> <h4 id="example-4"><a href="#example-4" class="header-anchor">#</a> Example</h4> <p>TALXIS.Infrastructure.BusinessLayer - Microsoft Graph Client Added</p></blockquote> <h3 id="changes-elswhere"><a href="#changes-elswhere" class="header-anchor">#</a> Changes Elswhere</h3> <p>In case where your chagnes are not under 'src/' folder, name pull request by short description of the feature / change.</p> <blockquote><h4 id="convention-6"><a href="#convention-6" class="header-anchor">#</a> Convention</h4> <p>{ Short description }</p> <h4 id="example-5"><a href="#example-5" class="header-anchor">#</a> Example</h4> <p>Updated readme.md</p></blockquote> <h3 id="hotfixes"><a href="#hotfixes" class="header-anchor">#</a> HOTFIXES</h3> <p>All hotfixes follow the above.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/contributing/naming-conventions/git.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/contributing/git-workflow/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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 After acquiring a DevBox you will get notification in <strong>VSCODE</strong>, in <strong>Teams</strong> and also your DevKit TreeView will be automatically refreshed.</p> <blockquote><p><strong>Note</strong>
 PAC Auth Profile needs to be present to claim a DevBox. If there is something not working with it try <code>pac auth create</code> in terminal of current VSCODE session.</p></blockquote> <h3 id="extend-devbox"><a href="#extend-devbox" class="header-anchor">#</a> <strong>Extend DevBox</strong></h3> <p>Accessible on <strong>ENVIRONMENT LEVEL</strong> after right click on target environment.</p> <p>You can <strong>extend</strong> your DevBox <strong>twice</strong> with <strong>max 10 days</strong> per extension.</p> <p>After executing you will be prompted with dialog to enter number of days and after entering value you will get a notification about result.</p> <h3 id="delete-devbox"><a href="#delete-devbox" class="header-anchor">#</a> <strong>Delete DevBox</strong></h3> <p>Accessible on <strong>ENVIRONMENT LEVEL</strong> after right click on desired environment.</p> <p>⚠️ <strong>This is the only way to delete a DevBox before expiration</strong>. Please use this feature.</p> <p>Since this is not something you need to wait for there is no loading or processing notification box.
 You will get notification once the DevBox will be deleted.</p> <p>This action is currently irreversible. The environment can be recovered but you will not be able to use it in DevKit.</p> <h3 id="add-user"><a href="#add-user" class="header-anchor">#</a> <strong>Add User</strong></h3> <p>Accessible on <strong>ENVIRONMENT LEVEL</strong> after right click on desired environment.</p> <p>⚠️ <strong>This is the only way to correctly share your DevBox with other users</strong>. Please use this feature.</p> <p>You will be prompted to add <strong>UPN</strong> (email address) of user. After that the process will begin and you will be notified in the end.
-Other user will be able to access the DevBox once they will refresh their DevKit using Refresh Button.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-environment-tools.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Other user will be able to access the DevBox once they will refresh their DevKit using Refresh Button.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-environment-tools.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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index 34763a38c..c301434aa 100644
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 After that you will be added to that environment as <strong>System Administrator</strong> and you will be able to interact with it in <strong>DevKit TreeView</strong>.</p> <h3 id="start-time-tracking"><a href="#start-time-tracking" class="header-anchor">#</a> <strong>Start Time Tracking</strong></h3> <p>Available in DevKit TreeView TOP LEVEL.
 Returns Project Codes, WorkItems and asks for Description.
 After entering all required parameters it starts Toggl tracking.</p> <h3 id="end-time-tracking"><a href="#end-time-tracking" class="header-anchor">#</a> <strong>End Time Tracking</strong></h3> <p>Available in DevKit TreeView TOP LEVEL.
-Stops TOGGL</p> <h3 id="generate-entities-from-excel"><a href="#generate-entities-from-excel" class="header-anchor">#</a> <strong>Generate Entities from Excel</strong></h3> <p>After selecting <a href="https://thenetworg-my.sharepoint.com/:x:/g/personal/david_wasserbauer_networg_com/EbUtcK9Knq1Po_dod7lRwmcBV8MTXBCD0jvdQriURJnKbw?e=bv4lre" target="_blank" rel="noopener noreferrer"><code>EntityImporterEdit.xlsx</code><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> all entities and attributes from that file gets created with all relationships, Solution.xml references etc.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-other-tools.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Stops TOGGL</p> <h3 id="generate-entities-from-excel"><a href="#generate-entities-from-excel" class="header-anchor">#</a> <strong>Generate Entities from Excel</strong></h3> <p>After selecting <a href="https://thenetworg-my.sharepoint.com/:x:/g/personal/david_wasserbauer_networg_com/EbUtcK9Knq1Po_dod7lRwmcBV8MTXBCD0jvdQriURJnKbw?e=bv4lre" target="_blank" rel="noopener noreferrer"><code>EntityImporterEdit.xlsx</code><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> all entities and attributes from that file gets created with all relationships, Solution.xml references etc.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-other-tools.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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     Structure scaffolding
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#devkit-can-scaffold" class="anchor-link"><div>DevKit can scaffold:</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#root" class="anchor-link"><div>ROOT</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#module" class="anchor-link"><div>MODULE</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#package" class="anchor-link"><div>PACKAGE</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#solution-layers" class="anchor-link"><div>SOLUTION LAYERS</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="structure-scaffolding"><a href="#structure-scaffolding" class="header-anchor">#</a> <strong>Structure scaffolding</strong></h1> <p>Structure scaffolding features contribute to default <strong>Explorer view of VS Code</strong>.</p> <h2 id="devkit-can-scaffold"><a href="#devkit-can-scaffold" class="header-anchor">#</a> <strong>DevKit can scaffold:</strong></h2> <ul><li><strong><a href="#root">Root</a></strong></li> <li><strong><a href="#module">Module</a></strong></li> <li><strong><a href="#package">Package</a></strong></li> <li><strong><a href="#solution-layers">Solution Layers</a></strong></li></ul> <h3 id="root"><a href="#root" class="header-anchor">#</a> <strong>ROOT</strong></h3> <p>Available in <strong>Command Palette</strong> (Ctrl + Shift + P) as <strong>TALXIS DevKit: Add Root</strong>.</p> <ol><li><strong>Select folder where the repository will be created.</strong></li> <li><strong>Provide necessary parameters:</strong> <ul><li>Project Code: <em>PCTXXXXX</em></li> <li>Module Name: <em>(Default: Core)</em></li> <li>App Name: <em>(Default: Home)</em></li> <li>Features Name: <em>(Default: Shared)</em></li> <li>Prefix: <em>ntg/talxis</em></li> <li>Select publisher: <em>NETWORG/TALXIS</em></li> <li>Customer Shortcut: <em>(Default: NTG)</em></li> <li>Main Color: <em>Optional</em></li></ul></li></ol> <p>After that you will be navigated to newly created repository.</p> <h3 id="module"><a href="#module" class="header-anchor">#</a> <strong>MODULE</strong></h3> <p>Right click on <strong>src</strong> folder.</p> <ol><li><strong>Provide necessary parameters:</strong> <ul><li>Module Name: <em>(Example: Sales)</em></li> <li>App Name: <em>(Default: Home)</em></li> <li>Features Name: <em>(Default: Shared)</em></li> <li>App Solution Present: <em>true/false</em></li> <li>Configuration Solution Present: <em>true/false</em></li> <li>Features Solutions Present: <em>true/false</em></li> <li>Model Solution Present: <em>true/false</em></li></ul></li></ol> <p>After entering all <strong>paramaters</strong> the module will be created.</p> <h3 id="package"><a href="#package" class="header-anchor">#</a> <strong>PACKAGE</strong></h3> <p>Right click on <strong>src</strong> folder.</p> <ol><li><strong>Provide necessary parameters:</strong> <ul><li>Package Name: <em>(Example: Sales)</em></li></ul></li></ol> <p>After entering all paramaters the package will be created.</p> <h3 id="solution-layers"><a href="#solution-layers" class="header-anchor">#</a> <strong>SOLUTION LAYERS</strong></h3> <p>Right click on <code>Modules.*ModuleName*</code> folder.</p> <p><img src="/.attachments/DevKit/DevKitSolutions.png" alt="DevKitSolutions.png"></p> <ol><li>Provide necessary parameters:
 <ul><li><strong>App</strong> <ul><li>App Name: <em>(Default: Home)</em></li></ul></li> <li><strong>Configuration</strong> <ul><li>N/A</li></ul></li> <li><strong>Features</strong> <ul><li>Features Name: <em>(Default: Shared)</em></li></ul></li> <li><strong>Model</strong> <ul><li>N/A</li></ul></li></ul></li></ol> <p>After entering parameters the solution will be created.</p> <blockquote><p><strong>Note</strong>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Solution Component Generators
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="solution-component-generators"><a href="#solution-component-generators" class="header-anchor">#</a> Solution Component Generators</h1> <p>Solution component generators contribute to default Explorer view of VS Code.</p> <p><strong>DevKit can scaffold:</strong></p> <ul><li><strong><a href="#entity">Entity</a></strong></li> <li><strong><a href="#form">Form</a></strong></li> <li><strong><a href="#view">View</a></strong></li> <li><strong><a href="#script">Script</a></strong></li> <li><strong><a href="#localization">Localization</a></strong></li> <li><strong><a href="#fluent-ui-icon">Fluent UI Icon</a></strong></li> <li><strong><a href="#webresource-from-file">WebResource from File </a></strong></li></ul> <h3 id="entity"><a href="#entity" class="header-anchor">#</a> <strong>Entity</strong></h3> <p>Right click on <strong>entities</strong> folder. Available in <strong>App</strong> and <strong>Model</strong> solutions.</p> <ol><li>Provide necessary parameters:
-<ul><li><strong>APP SOLUTION:</strong> <ul><li>Entity Display Name</li> <li>Prefix (automatically prefilled with current workspace prefix)</li> <li>Add Main Form?: true/false</li> <li>Add QuickCreate Form?: true/false</li> <li>Add View?: true/false</li> <li>Suggested Logical Name (pregerated from inputs, adjust accordingly)</li></ul></li> <li><strong>MODEL SOLUTION:</strong> <ul><li>Entity Name EN</li> <li>Prefix (automatically prefilled with current workspace prefix)</li> <li>Entity Plural Name EN</li> <li>Entity Name CZ</li> <li>Entity Plural Name CZ</li> <li>Is Organisation Type Entity?: true/false</li> <li>Suggested Logical Name (pregenerated from inputs, adjust accordingly)</li></ul></li></ul></li></ol> <p>After that the entity will be created respecting input params.</p> <p>Entity and forms are added to <strong>Solution.xml</strong>.</p> <h3 id="form"><a href="#form" class="header-anchor">#</a> <strong>Form</strong></h3> <p>Right click on <strong>FormXml</strong> folder. Also available on <strong>main/quickCreate</strong> folders.</p> <p>If used on <strong>FormXml</strong> folder then you need to specify if you want to generate <strong>Main</strong> or <strong>Quick Create</strong> form.</p> <p>No other parameters needed. Everything is taken from context.</p> <p>After clicking on this &quot;button&quot; a form is created and added to <strong>Solution.xml</strong>.</p> <h3 id="view"><a href="#view" class="header-anchor">#</a> <strong>View</strong></h3> <p>Right click on <strong>SavedQueries</strong> folder.</p> <p>No parameters needed. Everything is taken from context.</p> <p>After clicking on this &quot;button&quot; a view is created.</p> <h3 id="script"><a href="#script" class="header-anchor">#</a> <strong>Script</strong></h3> <p>Right click on <code>Apps.*ModuleName*</code> folder.</p> <p>No input parameters needed. Everything is taken from context.</p> <p>Scaffolds <strong>TS folder structure</strong> and creates <strong>Library WebResource</strong> which is added to <strong>Solution.xml</strong>.</p> <h3 id="localization"><a href="#localization" class="header-anchor">#</a> <strong>Localization</strong></h3> <p>Right click on <code>Apps.*ModuleName*</code> folder.</p> <p>No input parameters needed. Everything is taken from context.</p> <p><strong>Localization</strong> folder is scaffolded and <strong>Localization WebResources</strong> for 1029 and 1033 are created.</p> <h3 id="fluent-ui-icon"><a href="#fluent-ui-icon" class="header-anchor">#</a> <strong>Fluent UI ICon</strong></h3> <p>Right click on <strong>WebResources</strong> folder.</p> <ol><li><strong>Provide necessary parameters:</strong> <ul><li>Icon (Selection from list)</li> <li>WebResource Name (&quot;icon&quot; is added to the end of the name so do not write it there.)</li></ul></li></ol> <p>Creates WebResource from <strong>FLUENT UI Icon</strong> and adds reference to <strong>Solution.xml</strong>.</p> <h3 id="webresource-from-file"><a href="#webresource-from-file" class="header-anchor">#</a> <strong>WebResource from File</strong></h3> <p>Right click on <strong>WebResources</strong> folder.</p> <p>Accepts:</p> <ul><li>png</li> <li>jpg</li> <li>svg</li> <li>htm</li> <li>html</li></ul> <ol><li><strong>Provide necessary parameters:</strong> <ul><li>WebResource Name (&quot;icon&quot; is <strong>NOT</strong> added to the end.)</li></ul></li> <li><strong>Select file</strong></li></ol> <p>Creates WebResource from selected file and adds reference to <strong>Solution.xml</strong>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-solution-component-generators.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li><strong>APP SOLUTION:</strong> <ul><li>Entity Display Name</li> <li>Prefix (automatically prefilled with current workspace prefix)</li> <li>Add Main Form?: true/false</li> <li>Add QuickCreate Form?: true/false</li> <li>Add View?: true/false</li> <li>Suggested Logical Name (pregerated from inputs, adjust accordingly)</li></ul></li> <li><strong>MODEL SOLUTION:</strong> <ul><li>Entity Name EN</li> <li>Prefix (automatically prefilled with current workspace prefix)</li> <li>Entity Plural Name EN</li> <li>Entity Name CZ</li> <li>Entity Plural Name CZ</li> <li>Is Organisation Type Entity?: true/false</li> <li>Suggested Logical Name (pregenerated from inputs, adjust accordingly)</li></ul></li></ul></li></ol> <p>After that the entity will be created respecting input params.</p> <p>Entity and forms are added to <strong>Solution.xml</strong>.</p> <h3 id="form"><a href="#form" class="header-anchor">#</a> <strong>Form</strong></h3> <p>Right click on <strong>FormXml</strong> folder. Also available on <strong>main/quickCreate</strong> folders.</p> <p>If used on <strong>FormXml</strong> folder then you need to specify if you want to generate <strong>Main</strong> or <strong>Quick Create</strong> form.</p> <p>No other parameters needed. Everything is taken from context.</p> <p>After clicking on this &quot;button&quot; a form is created and added to <strong>Solution.xml</strong>.</p> <h3 id="view"><a href="#view" class="header-anchor">#</a> <strong>View</strong></h3> <p>Right click on <strong>SavedQueries</strong> folder.</p> <p>No parameters needed. Everything is taken from context.</p> <p>After clicking on this &quot;button&quot; a view is created.</p> <h3 id="script"><a href="#script" class="header-anchor">#</a> <strong>Script</strong></h3> <p>Right click on <code>Apps.*ModuleName*</code> folder.</p> <p>No input parameters needed. Everything is taken from context.</p> <p>Scaffolds <strong>TS folder structure</strong> and creates <strong>Library WebResource</strong> which is added to <strong>Solution.xml</strong>.</p> <h3 id="localization"><a href="#localization" class="header-anchor">#</a> <strong>Localization</strong></h3> <p>Right click on <code>Apps.*ModuleName*</code> folder.</p> <p>No input parameters needed. Everything is taken from context.</p> <p><strong>Localization</strong> folder is scaffolded and <strong>Localization WebResources</strong> for 1029 and 1033 are created.</p> <h3 id="fluent-ui-icon"><a href="#fluent-ui-icon" class="header-anchor">#</a> <strong>Fluent UI ICon</strong></h3> <p>Right click on <strong>WebResources</strong> folder.</p> <ol><li><strong>Provide necessary parameters:</strong> <ul><li>Icon (Selection from list)</li> <li>WebResource Name (&quot;icon&quot; is added to the end of the name so do not write it there.)</li></ul></li></ol> <p>Creates WebResource from <strong>FLUENT UI Icon</strong> and adds reference to <strong>Solution.xml</strong>.</p> <h3 id="webresource-from-file"><a href="#webresource-from-file" class="header-anchor">#</a> <strong>WebResource from File</strong></h3> <p>Right click on <strong>WebResources</strong> folder.</p> <p>Accepts:</p> <ul><li>png</li> <li>jpg</li> <li>svg</li> <li>htm</li> <li>html</li></ul> <ol><li><strong>Provide necessary parameters:</strong> <ul><li>WebResource Name (&quot;icon&quot; is <strong>NOT</strong> added to the end.)</li></ul></li> <li><strong>Select file</strong></li></ol> <p>Creates WebResource from selected file and adds reference to <strong>Solution.xml</strong>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-solution-component-generators.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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 ⚠️ Since the component is pushed through a solution it takes some time.</p> <h3 id="pull-from-environment"><a href="#pull-from-environment" class="header-anchor">#</a> <strong>Pull from Environment</strong></h3> <p>⚠️ Requires selected <strong>solution</strong> in <strong>TALXIS DevKit TreeView</strong></p> <p>Right click on one of supported components file.</p> <p><strong>Supported Components:</strong></p> <ul><li>Form</li> <li>Dialog</li> <li>View</li> <li>WebResource</li> <li>AppModule</li> <li>SiteMap</li> <li>Workflow</li></ul> <p>The solution component's unmanaged definition is pulled from selected solution and local definition is overriden.</p> <h3 id="add-nonversioned-from-env"><a href="#add-nonversioned-from-env" class="header-anchor">#</a> <strong>Add Nonversioned from ENV</strong></h3> <p>⚠️ Requires selected <strong>solution</strong> in <strong>TALXIS DevKit TreeView</strong></p> <p>Right click on one of supported folders.</p> <p><strong>Supported Folders:</strong></p> <ul><li>Declarations (Selection from all supported components basically)</li> <li>main</li> <li>quick</li> <li>quickCreate</li> <li>card</li> <li>SavedQueries</li> <li>Workflows</li> <li>WebResources</li> <li>Dialogs</li> <li>localization</li> <li>Folder which is in AppModules folder</li> <li>Folder which is in AppModuleSiteMaps folder</li></ul> <p>You will be provided with filtered list of components from selected solution. You can choose which you want to add to local code base.
 All selected components are then added and references in Solution.xml are also updated with newly created components.</p> <p>After selection of components you are also able to add valid ones to AppModule RootComponents of your choice (if there are more of them).</p> <p>⚠️ Always try to <strong>build</strong> the solution and/or <strong>import</strong> it to an environment. The feature is quite extensive and edge cases may occur.</p> <h3 id="open-in-maker"><a href="#open-in-maker" class="header-anchor">#</a> <strong>Open in Maker</strong></h3> <p>⚠️ Requires selected <strong>solution</strong> in <strong>TALXIS DevKit TreeView</strong></p> <p>Right click on one of supported components file.</p> <p><strong>Supported Components:</strong></p> <ul><li>Form</li> <li>View</li> <li>AppModule</li> <li>Workflow</li></ul> <p>Opens the component in Power Apps maker.</p> <h3 id="add-components-to-appmodule-preview"><a href="#add-components-to-appmodule-preview" class="header-anchor">#</a> <strong>Add Components to AppModule (preview)</strong></h3> <p>⚠️ Preview so bugs can occur.</p> <p>Right click on <strong>AppModule</strong> file.</p> <p>Adds all newly created solution components which are valid for <strong>RootComponents</strong> element in selected <strong>AppModule</strong>.</p> <p>⚠️ Newly created = component added in current vscode session.</p> <h3 id="add-attribute"><a href="#add-attribute" class="header-anchor">#</a> <strong>Add Attribute</strong></h3> <p>Right click on <strong>Entity.xml</strong> file.</p> <p>Creates attribute from provided params.</p> <p><strong>Supported types:</strong></p> <ul><li>Text</li> <li>Whole Number</li> <li>Decimal</li> <li>DateTime</li> <li>Lookup</li> <li>Choice</li> <li>Boolean</li></ul> <h3 id="remove-flow-metadata"><a href="#remove-flow-metadata" class="header-anchor">#</a> <strong>Remove Flow Metadata</strong></h3> <p>Right click on <strong>Flow</strong>.json file.</p> <p>Removes all metadata object from flow definition.</p> <h3 id="add-columns"><a href="#add-columns" class="header-anchor">#</a> <strong>Add Columns</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong></p> <p>Right click on <strong>View</strong> file.</p> <p>Retrieves all attributes <strong>ValidForGrid</strong> for view's entity from selected environment.
 Selected attributes are added to view definition with default <strong>width of 100</strong>.</p> <h3 id="open-view-in-environment"><a href="#open-view-in-environment" class="header-anchor">#</a> <strong>Open View in Environment</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong></p> <p>Right click on <strong>View</strong> file.</p> <p>Open plain view without Model-Driven App context in selected environment.</p> <h3 id="swap-guids"><a href="#swap-guids" class="header-anchor">#</a> <strong>Swap GUIDs</strong></h3> <p>Right click on <strong>Form</strong> file.</p> <p>After execution you will be prompted for selecting all <strong>areas</strong> to switch <strong>GUIDs</strong>.
-Selected areas get <strong>GUIDs</strong> replaced and form definition is updated.</p> <h3 id="execute-fetchxml"><a href="#execute-fetchxml" class="header-anchor">#</a> <strong>Execute FetchXml</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong></p> <p>Right click on <strong>View</strong> file.</p> <p>Sends <strong>Fetch request</strong> to selected environment and <strong>renders response</strong> in new tab.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-solution-component-tools.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-generators/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Selected areas get <strong>GUIDs</strong> replaced and form definition is updated.</p> <h3 id="execute-fetchxml"><a href="#execute-fetchxml" class="header-anchor">#</a> <strong>Execute FetchXml</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong></p> <p>Right click on <strong>View</strong> file.</p> <p>Sends <strong>Fetch request</strong> to selected environment and <strong>renders response</strong> in new tab.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-solution-component-tools.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-generators/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#list-of-commands" class="anchor-link"><div>List of commands:</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#build-solution" class="anchor-link"><div>Build Solution</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#import-solution" class="anchor-link"><div>Import Solution</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#import-publish-solution" class="anchor-link"><div>Import &amp; Publish Solution</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#import-data-package" class="anchor-link"><div>Import Data Package</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#export-data-package" class="anchor-link"><div>Export Data Package</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="solution-package-tools"><a href="#solution-package-tools" class="header-anchor">#</a> Solution &amp; Package Tools</h1> <p>The TALXIS DevKit VS Code extension also adds set of commands to work with solution and packages.</p> <h2 id="list-of-commands"><a href="#list-of-commands" class="header-anchor">#</a> <strong>List of commands:</strong></h2> <ul><li><p><strong>SOLUTION</strong></p> <ul><li><strong><a href="#build-solution">Build Solution</a></strong></li> <li><strong><a href="#import-solution">Import Solution</a></strong></li> <li><strong><a href="#import-publish-solution">Import &amp; Publish Solution</a></strong></li></ul></li> <li><p><strong>DATA PACKAGE</strong></p> <ul><li><strong><a href="#import-data-package">Import Data Package</a></strong></li> <li><strong><a href="#export-data-package">Export Data Package</a></strong></li></ul></li></ul> <h3 id="build-solution"><a href="#build-solution" class="header-anchor">#</a> <strong>Build Solution</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong>.</p> <p>Accessible on right click on <strong><em>solutionName</em>.csproj</strong> file.</p> <p>Builds solution.</p> <h3 id="import-solution"><a href="#import-solution" class="header-anchor">#</a> <strong>Import Solution</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong>.</p> <p>Accessible on right click on <strong><em>solutionName</em>.csproj</strong> file.</p> <p>Builds solution and imports it to selected environment as update. (version is not bumped)</p> <h3 id="import-publish-solution"><a href="#import-publish-solution" class="header-anchor">#</a> <strong>Import &amp; Publish Solution</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong>.</p> <p>Accessible on right click on <strong><em>solutionName</em>.csproj</strong> file.</p> <p>Builds solution, imports it to selected environment as update and publishes changes. (version is not bumped)</p> <h3 id="import-data-package"><a href="#import-data-package" class="header-anchor">#</a> <strong>Import Data Package</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong>.</p> <p>Accessible on right click on <strong>Default</strong> folder.</p> <p>Creates ZIP from <strong>data.xml and data_schema.xml</strong> and imports it to the selected environment.</p> <h3 id="export-data-package"><a href="#export-data-package" class="header-anchor">#</a> <strong>Export Data Package</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong>.</p> <p>Accessible on right click on <strong>Default</strong> folder.</p> <p>Exports records from selected environment based on <strong>data_schema.xml</strong>.</p> <p>Data Package is unpacked in <strong>_export/_dataExport</strong> folder.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-solution-package-tools.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#list-of-commands" class="anchor-link"><div>List of commands:</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#build-solution" class="anchor-link"><div>Build Solution</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#import-solution" class="anchor-link"><div>Import Solution</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#import-publish-solution" class="anchor-link"><div>Import &amp; Publish Solution</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#import-data-package" class="anchor-link"><div>Import Data Package</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#export-data-package" class="anchor-link"><div>Export Data Package</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="solution-package-tools"><a href="#solution-package-tools" class="header-anchor">#</a> Solution &amp; Package Tools</h1> <p>The TALXIS DevKit VS Code extension also adds set of commands to work with solution and packages.</p> <h2 id="list-of-commands"><a href="#list-of-commands" class="header-anchor">#</a> <strong>List of commands:</strong></h2> <ul><li><p><strong>SOLUTION</strong></p> <ul><li><strong><a href="#build-solution">Build Solution</a></strong></li> <li><strong><a href="#import-solution">Import Solution</a></strong></li> <li><strong><a href="#import-publish-solution">Import &amp; Publish Solution</a></strong></li></ul></li> <li><p><strong>DATA PACKAGE</strong></p> <ul><li><strong><a href="#import-data-package">Import Data Package</a></strong></li> <li><strong><a href="#export-data-package">Export Data Package</a></strong></li></ul></li></ul> <h3 id="build-solution"><a href="#build-solution" class="header-anchor">#</a> <strong>Build Solution</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong>.</p> <p>Accessible on right click on <strong><em>solutionName</em>.csproj</strong> file.</p> <p>Builds solution.</p> <h3 id="import-solution"><a href="#import-solution" class="header-anchor">#</a> <strong>Import Solution</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong>.</p> <p>Accessible on right click on <strong><em>solutionName</em>.csproj</strong> file.</p> <p>Builds solution and imports it to selected environment as update. (version is not bumped)</p> <h3 id="import-publish-solution"><a href="#import-publish-solution" class="header-anchor">#</a> <strong>Import &amp; Publish Solution</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong>.</p> <p>Accessible on right click on <strong><em>solutionName</em>.csproj</strong> file.</p> <p>Builds solution, imports it to selected environment as update and publishes changes. (version is not bumped)</p> <h3 id="import-data-package"><a href="#import-data-package" class="header-anchor">#</a> <strong>Import Data Package</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong>.</p> <p>Accessible on right click on <strong>Default</strong> folder.</p> <p>Creates ZIP from <strong>data.xml and data_schema.xml</strong> and imports it to the selected environment.</p> <h3 id="export-data-package"><a href="#export-data-package" class="header-anchor">#</a> <strong>Export Data Package</strong></h3> <p>⚠️ Requires selected <strong>environment</strong> in <strong>TALXIS DevKit TreeView</strong>.</p> <p>Accessible on right click on <strong>Default</strong> folder.</p> <p>Exports records from selected environment based on <strong>data_schema.xml</strong>.</p> <p>Data Package is unpacked in <strong>_export/_dataExport</strong> folder.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-solution-package-tools.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/getting-started/devkit/devkit-vscode/#list-of-commands-tools" class="anchor-link"><div>List of commands/tools:</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/getting-started/devkit/devkit-vscode/#talxis-devkit-view" class="anchor-link"><div>TALXIS DEVKIT view</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/getting-started/devkit/devkit-vscode/#requirements" class="anchor-link"><div>Requirements</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/getting-started/devkit/devkit-vscode/#logs" class="anchor-link"><div>Logs</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="talxis-devkit"><a href="#talxis-devkit" class="header-anchor">#</a> TALXIS DevKit</h1> <p>The TALXIS DevKit VS Code extension enhances development of applications in the Power Apps environment.</p> <p>That is possible by combining <a href="https://learn.microsoft.com/en-us/power-platform/developer/cli/introduction" target="_blank" rel="noopener noreferrer"><code>PAC CLI</code><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a> with custom templates of <a href="https://learn.microsoft.com/en-us/dotnet/core/tools/" target="_blank" rel="noopener noreferrer"><code>.NET CLI</code><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <h2 id="list-of-commands-tools"><a href="#list-of-commands-tools" class="header-anchor">#</a> <strong>List of commands/tools:</strong></h2> <ul><li><strong>SCAFFOLDERS</strong> <ul><li><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#root">TALXIS DevKit: Add Root</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#module">Add Module</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#solution-layers">Add App Solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#solution-layers">Add Configuration Solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#solution-layers">Add Feature (Presentation/Composition/Logic) Solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders/#solution-layers">Add Model Solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-scaffolders//#package">Add Package</a></li></ul></li> <li><strong>SOLUTION COMPONENT GENERATORS</strong> <ul><li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-generators/#entity">Add Entity</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-generators/#form">Create New Form</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-generators/#view">Create New View</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-generators/#script">Add Script</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-generators/#localization">Add Localization</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-generators/#fluent-ui-icon">Create Fluent UI Icon</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-generators/#webresource-from-file">Create WebResource from file</a></li></ul></li> <li><strong>SOLUTION COMPONENT TOOLS</strong> <ul><li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#push-to-environment">Push to Environment</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#pull-from-environment">Pull from Environment</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#add-nonversioned-from-env">Add Nonversioned from ENV</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#open-in-power-apps">Open in Power Apps</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#add-created-components-to-appmodule-preview">Add Created Components to AppModule (PREVIEW)</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#add-attribute">Add Attribute</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#remove-flow-metadata">Remove Flow Metadata</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#add-columns">Add Columns</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#open-view-in-environment">Open View in Environment</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#swap-guids">Swap GUIDs</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-component-tools/#execute-fetchxml">Execute FetchXml</a></li></ul></li> <li><strong>SOLUTION &amp; PACKAGE TOOLS</strong> <ul><li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#build-solution">Build Solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#import-solution">Import Solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#import-publish-solution">Import &amp; Publish Solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#import-data-package">Import Data Package</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-solution-package-tools/#export-data-package">Export Data Package</a></li></ul></li> <li><strong>ENVIRONMENT TOOLS</strong> <ul><li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#refresh">Refresh</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#add-new-auth-profile">Add New Auth Profile</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#clear-profiles">Clear Profiles</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#open-environment">Open Environment</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#create-new-solution">Create New Solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#open-maker">Open Maker</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#select-environment">Select Environment</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#select-solution">Select Solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#export--unpack-solution">Export &amp; Unpack Solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#open-dataverse-solution">Open dataverse solution</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#claim-devbox">Claim DevBox</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#extend-devbox">Extend DevBox</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#delete-devbox">Delete DevBox</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#add-user">Add User</a></li></ul></li> <li><strong>OTHER TOOLS</strong> <ul><li><a href="/en/developer-guide/getting-started/devkit/devkit-other-tools/#talxis-devkit-add-environment-by-id">TALXIS DevKit: Add Environment by ID</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-other-tools/#start-time-tracking">Start Time Tracking</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-other-tools/#end-time-tracking">End Time Tracking</a></li> <li><a href="/en/developer-guide/getting-started/devkit/devkit-other-tools/#generate-entities-from-excel">Generate Entities from Excel</a></li></ul></li></ul> <h2 id="talxis-devkit-view"><a href="#talxis-devkit-view" class="header-anchor">#</a> <strong>TALXIS DEVKIT view</strong></h2> <p>This part of the extension is handling communication with Power Platform environments.
 Click on 3 dots in Explorer view and then click on TALXIS DEVKIT to enable it.</p> <p><img src="/.attachments/DevKit/EnableDevkitTreeView.png" alt="EnableDevkitTreeView.png"></p> <p>Then you need to authorize with Add new Auth button.</p> <p><img src="/.attachments/DevKit/DevKitTreeViewAuth.png" alt="DevKitTreeViewAuth.png"></p> <p>After that the list of DevBoxes you have right to operate with becomes available.</p> <p>Under each DevBox the is list of all unmanaged solutions. If there are none then nothing appears there.</p> <p><img src="/.attachments/DevKit/DevKitTreeView.png" alt="DevKitTreeView.png"></p> <h2 id="requirements"><a href="#requirements" class="header-anchor">#</a> Requirements</h2> <ul><li><strong>powershell.exe</strong></li> <li><strong>node.js</strong></li> <li>Opened <strong>workspace</strong> contains <strong>one .sln file</strong></li> <li>Workspace contains <strong>Publisher.xml</strong> file</li> <li><strong>Repo structure:</strong> <ul><li><strong>src</strong> <ul><li><strong>Modules</strong>.<em>ModuleName</em> <ul><li><strong>Solutionlayer(s)</strong> (possible layers: Apps.<em>AppName</em>, Configuration, Features.<em>FeatureName</em>.(Composition|Logic|Presentation), Model)
 <ul><li><strong>Declarations</strong> <ul><li><strong>Other</strong> (required)
-<ul><li>Customizations.xml</li> <li>Solution.xml</li></ul></li> <li>Entities/Workflows,.... (Optional)</li></ul></li> <li><strong>.csproj</strong> file</li></ul></li></ul></li> <li><strong>Packages</strong>.<em>PackageName</em> <ul><li>Content does not matter right now</li></ul></li></ul></li> <li><em>SolutionName</em>.sln</li> <li>Publisher.xml</li></ul></li></ul> <p><img src="/.attachments/DevKit/DevKitTreeView.png" alt="DevKitTreeView.png"></p> <ul><li>Existing Power Platform Environment with System Admin role.</li></ul> <h2 id="logs"><a href="#logs" class="header-anchor">#</a> Logs</h2> <p>In case something is not working correctly for you, please open TALXIS DevKit Logs in OUTPUT and send those logs for me (WAS) so I can troubleshoot what happend.</p> <p><img src="/.attachments/DevKit/DevKitLogs.png" alt="DevKitLogs.png"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-vscode.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<ul><li>Customizations.xml</li> <li>Solution.xml</li></ul></li> <li>Entities/Workflows,.... (Optional)</li></ul></li> <li><strong>.csproj</strong> file</li></ul></li></ul></li> <li><strong>Packages</strong>.<em>PackageName</em> <ul><li>Content does not matter right now</li></ul></li></ul></li> <li><em>SolutionName</em>.sln</li> <li>Publisher.xml</li></ul></li></ul> <p><img src="/.attachments/DevKit/DevKitTreeView.png" alt="DevKitTreeView.png"></p> <ul><li>Existing Power Platform Environment with System Admin role.</li></ul> <h2 id="logs"><a href="#logs" class="header-anchor">#</a> Logs</h2> <p>In case something is not working correctly for you, please open TALXIS DevKit Logs in OUTPUT and send those logs for me (WAS) so I can troubleshoot what happend.</p> <p><img src="/.attachments/DevKit/DevKitLogs.png" alt="DevKitLogs.png"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/devkit-vscode.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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     TALXIS DevKit Troubleshooting
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="talxis-devkit-troubleshooting"><a href="#talxis-devkit-troubleshooting" class="header-anchor">#</a> TALXIS DevKit Troubleshooting</h1> <p>Since DevKit is still in early stage of development there are lots of places that needs to be finished.
 This brings some occasional bugs.
-If something is not working properly, please make sure that:</p> <ol><li>Opened workspace is root</li> <li>Workspace contains Publisher.xml file</li> <li>Installed dotnet version is 6.X</li> <li>After typing <code>dotnet new --list</code> to terminal or CMD there are some templates from <strong><a href="/en/developer-guide/applications/repo-templates/talxis-templates/">TALXIS.SDK.CodeTemplates</a></strong></li></ol> <p>If all above is working and correct then try these steps one by one. From step two, do step one at the end to refresh VSCODE.</p> <ol><li><strong>Command Palette a Developer: Reload Window</strong> <ul><li>Open Command Palette (Ctrl + Shift + P)</li> <li>Search for Developer: Reload Window and select it</li></ul></li> <li><strong>Delete TALXIS.SDK.CodeTemplates</strong> <ul><li>Type in terminal <code>dotnet new --uninstall TALXIS.SDK.CodeTemplates</code></li></ul></li> <li><strong>Delete CodeTemplates NuGet package</strong> <ul><li>Navigate to C:\Users\USERNAME\ .templateengine\packages\</li> <li>Delete TALXIS.SDK.CodeTemplates.(version).nupkg</li></ul></li> <li><strong>Delete Auth Profiles</strong> <ul><li>Select <a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#clear-profiles">Clear Profiles</a> icon.</li> <li>Alternatively use the command directly in terminal <code>pac auth clear</code></li></ul></li> <li><strong>Add Auth Profile manually</strong> <ul><li>Open terminal in current vscode session</li> <li>Paste this to terminal <code>pac auth create</code></li></ul></li> <li><strong>Delete whole DevKit PAC installation from your machine</strong> <ul><li>Go to Roaming (Windows + R and open %appdata%)</li> <li>Navigate to C:\Users\USERNAME\AppData\Roaming\Code\User\globalStorage</li> <li>Delete networg.talxis-sdk-devkit-vscode folder.</li></ul></li> <li><strong>Reinstall DevKit</strong> <ul><li>Uninstall Devkit</li> <li>Delete all DevKit folders in C:\Users\USERNAME\ .vscode\extensions\networg.talxis-sdk-devkit-vscode-(version)</li> <li>Do all from above</li> <li>Install DevKit</li></ul></li> <li><strong>Lemme know (WAS)</strong> <ul><li>If nothing helps please let me know.</li></ul></li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/troubleshooting.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-other-tools/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+If something is not working properly, please make sure that:</p> <ol><li>Opened workspace is root</li> <li>Workspace contains Publisher.xml file</li> <li>Installed dotnet version is 6.X</li> <li>After typing <code>dotnet new --list</code> to terminal or CMD there are some templates from <strong><a href="/en/developer-guide/applications/repo-templates/talxis-templates/">TALXIS.SDK.CodeTemplates</a></strong></li></ol> <p>If all above is working and correct then try these steps one by one. From step two, do step one at the end to refresh VSCODE.</p> <ol><li><strong>Command Palette a Developer: Reload Window</strong> <ul><li>Open Command Palette (Ctrl + Shift + P)</li> <li>Search for Developer: Reload Window and select it</li></ul></li> <li><strong>Delete TALXIS.SDK.CodeTemplates</strong> <ul><li>Type in terminal <code>dotnet new --uninstall TALXIS.SDK.CodeTemplates</code></li></ul></li> <li><strong>Delete CodeTemplates NuGet package</strong> <ul><li>Navigate to C:\Users\USERNAME\ .templateengine\packages\</li> <li>Delete TALXIS.SDK.CodeTemplates.(version).nupkg</li></ul></li> <li><strong>Delete Auth Profiles</strong> <ul><li>Select <a href="/en/developer-guide/getting-started/devkit/devkit-environment-tools/#clear-profiles">Clear Profiles</a> icon.</li> <li>Alternatively use the command directly in terminal <code>pac auth clear</code></li></ul></li> <li><strong>Add Auth Profile manually</strong> <ul><li>Open terminal in current vscode session</li> <li>Paste this to terminal <code>pac auth create</code></li></ul></li> <li><strong>Delete whole DevKit PAC installation from your machine</strong> <ul><li>Go to Roaming (Windows + R and open %appdata%)</li> <li>Navigate to C:\Users\USERNAME\AppData\Roaming\Code\User\globalStorage</li> <li>Delete networg.talxis-sdk-devkit-vscode folder.</li></ul></li> <li><strong>Reinstall DevKit</strong> <ul><li>Uninstall Devkit</li> <li>Delete all DevKit folders in C:\Users\USERNAME\ .vscode\extensions\networg.talxis-sdk-devkit-vscode-(version)</li> <li>Do all from above</li> <li>Install DevKit</li></ul></li> <li><strong>Lemme know (WAS)</strong> <ul><li>If nothing helps please let me know.</li></ul></li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/getting-started/devkit/troubleshooting.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/getting-started/devkit/devkit-other-tools/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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 It makes design, implementation and especially data analysis faster.</p> <h3 id="community-open-source"><a href="#community-open-source" class="header-anchor">#</a> Community &amp; Open Source</h3> <p>We have built our existence around community and user groups. It has been a source of many good ideas for us and we are committed to continue contributing.
 NETWORG plans to open source well documented parts you can use in your projects except a few of them which are key to our business.
 If you want to learn or contribute in the meantime let's get in touch using hello@networg.com and ask for publishing components you are interested in.</p> <h2 id="our-motivation"><a href="#our-motivation" class="header-anchor">#</a> Our motivation</h2> <p>NETWORG started as a small team of .NET developers implementing customized CRM solutions based on Dynamics CRM. We were able to spin up a new instance, implement various modifications and go live in a matter of days. For us this was simply amazing because in our past experience ASP.NET apps always took weeks of creating boilerplate code to be even able to start working on business scenarios.</p> <p>We quickly hit a wall by failing to keep up with high demand. The biggest issue we felt was our ability to hire and onboard skilled devs fast enough. Very few consultants knew Dynamics 365 well enough and it was hard to convince pro developers to use this approach.</p> <p>In 2018 we started hearing about an emerging trend in enterprise software development called low-code application platform (also known as no-code/LCAP/LCDP/RAD/hpaPaaS). It opens app development to non-devs, offers considerably shorter time from idea to production, and thus provides an interesting opportunity not just for business users but for pro-devs as well.</p> <p>XRM framework behind Dynamics 365 Customer Engagement we worked with later became known as Common Data Service after Microsoft decoupled Dynamics apps from the platform. They renamed it again in 2020 as Microsoft Dataverse and it was considered a leading low-code platform.</p> <h3 id="why-low-code"><a href="#why-low-code" class="header-anchor">#</a> Why low-code</h3> <p>The difference of approach when compared to imperative programming is a level of abstraction developers work with. We try to do everything in order to focus on WHAT instead of HOW when building new solutions for our customers.</p> <p>Low code tools come with a platform which takes care of components like security, integration, infrastructure. It often reduces many implementation tasks to drag-and-drop actions in interactive visual designers for user interface and business processes instead of code editors.</p> <p>Declarative app development is nothing new. The difference now are buzzwords and the hype around it. It has got a large amount of attention especially from corporate IT which caused a big progress in the recent years when it comes to platforms supporting it.</p> <p>The idea we could deliver the same value for our customers with less effort and lower costs without having to spend hundreds of hours with things like security and app infrastructure sounded very interesting. This came extra handy in times when dev people were short in supply for us.</p> <h3 id="journey"><a href="#journey" class="header-anchor">#</a> Journey</h3> <p>We did a pretty common thing for software developers. We tried to reduce the necessity of solving the same problems multiple times by creating tools, shared components and frameworks. 😃 This helped us among other important aspects make it a bit more usable and interesting for pro-devs.</p> <p>With our developer mindsets after some time we turned it upside down. With no official guidance we started applying common development patterns like separation of concerns to plugins and XML declarations generated by UI designers. We put the generated code to a source control with CI/CD pipelines and started shipping updates of the &quot;product&quot; to all of our customers continuously.</p> <p>In parallel one of our team focused on building a toolset and finding ways for making integrations declarative because we considered it an important but tedious part of all projects.</p> <h3 id="why-microsoft"><a href="#why-microsoft" class="header-anchor">#</a> Why Microsoft</h3> <p>We explored Salesforce, Mendix and OutSystems too but given our past and experience it was our first candidate.
-It has won our hearts because we believe Microsoft, unlike competitors, is the only one with a complete story for both citizen and professional developers. It provides the best out-of-box integration with their own cloud platform, dev tools, productivity suite, business intelligence, process automation and artificial intelligence.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/index.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><!----> <span class="next"><a href="/en/developer-guide/getting-started/devkit/devkit-vscode/">
+It has won our hearts because we believe Microsoft, unlike competitors, is the only one with a complete story for both citizen and professional developers. It provides the best out-of-box integration with their own cloud platform, dev tools, productivity suite, business intelligence, process automation and artificial intelligence.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/index.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><!----> <span class="next"><a href="/en/developer-guide/getting-started/devkit/devkit-vscode/">
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diff --git a/en/developer-guide/integration/components/connector/excelconnector/index.html b/en/developer-guide/integration/components/connector/excelconnector/index.html
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Excel Connector
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/integration/components/connector/excelconnector/#making-connection" class="anchor-link"><div>Making connection</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/integration/components/connector/excelconnector/#create-excel-from-array" class="anchor-link"><div>Create Excel From Array</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/integration/components/connector/excelconnector/#input" class="anchor-link"><div>Input</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/integration/components/connector/excelconnector/#output" class="anchor-link"><div>Output</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/integration/components/connector/excelconnector/#fill-excel-repeater-template" class="anchor-link"><div>Fill Excel Repeater Template</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/integration/components/connector/excelconnector/#input-2" class="anchor-link"><div>Input</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/integration/components/connector/excelconnector/#output-2" class="anchor-link"><div>Output</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/integration/components/connector/excelconnector/#fill-excel-template" class="anchor-link"><div>Fill Excel Template</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/integration/components/connector/excelconnector/#input-3" class="anchor-link"><div>Input</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/integration/components/connector/excelconnector/#output-3" class="anchor-link"><div>Output</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="excel-connector"><a href="#excel-connector" class="header-anchor">#</a> <strong>Excel Connector</strong></h1> <p>You will find Excel connector in TALXIS.Connectors.Excel.zip solution which you can import to your environment.
-Connector contains two actions:</p> <ol><li>Create Excel From Array</li> <li>Fill Excel Repeater Template</li> <li>Fill Excel Template</li></ol> <h2 id="making-connection"><a href="#making-connection" class="header-anchor">#</a> Making connection</h2> <p>There are currently two ways to make connection:</p> <ol><li><p>You can use an api key. This one is generated for every customer.</p></li> <li><p>You use the general document connector. That one is authorized with Azure AD login (your email address)</p></li></ol> <p>If for some reason you don't have access to neither of them, please contact NETWORG support.</p> <h2 id="create-excel-from-array"><a href="#create-excel-from-array" class="header-anchor">#</a> Create Excel From Array</h2> <h3 id="input"><a href="#input" class="header-anchor">#</a> Input</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Property item</strong></td> <td><em>json</em></td> <td></td></tr></tbody></table> <h3 id="output"><a href="#output" class="header-anchor">#</a> Output</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Body</strong></td> <td><em>Text</em></td> <td>Excel document.</td></tr></tbody></table> <h2 id="fill-excel-repeater-template"><a href="#fill-excel-repeater-template" class="header-anchor">#</a> Fill Excel Repeater Template</h2> <p>This action is used to populate word template with data. For making document template please visit this <a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template.html">Excel Repeater Template page</a></p> <h3 id="input-2"><a href="#input-2" class="header-anchor">#</a> Input</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Properties</strong></td> <td><em>json</em></td> <td>JSON object of data which will populate template.</td></tr> <tr><td><strong>Document</strong></td> <td><em>Text</em></td> <td>Excel file in binary format which will be populated with properties</td></tr></tbody></table> <h3 id="output-2"><a href="#output-2" class="header-anchor">#</a> Output</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Body</strong></td> <td><em>Text</em></td> <td>Populated excel document.</td></tr></tbody></table> <h2 id="fill-excel-template"><a href="#fill-excel-template" class="header-anchor">#</a> Fill Excel Template</h2> <p>This action is more advance version of previous one. You can read more in <a href="/en/developer-guide/applications/utilities/templates/fill-excel-template.html">Excel Template page</a></p> <h3 id="input-3"><a href="#input-3" class="header-anchor">#</a> Input</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Properties</strong></td> <td><em>json</em></td> <td>JSON object of data which will populate template.</td></tr> <tr><td><strong>Document</strong></td> <td><em>Text</em></td> <td>Excel file in binary format which will be populated with properties</td></tr></tbody></table> <h3 id="output-3"><a href="#output-3" class="header-anchor">#</a> Output</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Body</strong></td> <td><em>Text</em></td> <td>Populated excel document.</td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/integration/components/connector/excelconnector.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/applications/controls/wbs/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Connector contains two actions:</p> <ol><li>Create Excel From Array</li> <li>Fill Excel Repeater Template</li> <li>Fill Excel Template</li></ol> <h2 id="making-connection"><a href="#making-connection" class="header-anchor">#</a> Making connection</h2> <p>There are currently two ways to make connection:</p> <ol><li><p>You can use an api key. This one is generated for every customer.</p></li> <li><p>You use the general document connector. That one is authorized with Azure AD login (your email address)</p></li></ol> <p>If for some reason you don't have access to neither of them, please contact NETWORG support.</p> <h2 id="create-excel-from-array"><a href="#create-excel-from-array" class="header-anchor">#</a> Create Excel From Array</h2> <h3 id="input"><a href="#input" class="header-anchor">#</a> Input</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Property item</strong></td> <td><em>json</em></td> <td></td></tr></tbody></table> <h3 id="output"><a href="#output" class="header-anchor">#</a> Output</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Body</strong></td> <td><em>Text</em></td> <td>Excel document.</td></tr></tbody></table> <h2 id="fill-excel-repeater-template"><a href="#fill-excel-repeater-template" class="header-anchor">#</a> Fill Excel Repeater Template</h2> <p>This action is used to populate word template with data. For making document template please visit this <a href="/en/developer-guide/applications/utilities/templates/fill-excel-reapter-template.html">Excel Repeater Template page</a></p> <h3 id="input-2"><a href="#input-2" class="header-anchor">#</a> Input</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Properties</strong></td> <td><em>json</em></td> <td>JSON object of data which will populate template.</td></tr> <tr><td><strong>Document</strong></td> <td><em>Text</em></td> <td>Excel file in binary format which will be populated with properties</td></tr></tbody></table> <h3 id="output-2"><a href="#output-2" class="header-anchor">#</a> Output</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Body</strong></td> <td><em>Text</em></td> <td>Populated excel document.</td></tr></tbody></table> <h2 id="fill-excel-template"><a href="#fill-excel-template" class="header-anchor">#</a> Fill Excel Template</h2> <p>This action is more advance version of previous one. 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   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/integration/components/connector/imageconnector/#image-sources" class="anchor-link"><div>Image sources</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/integration/components/connector/imageconnector/#property-tranformation" class="anchor-link"><div>Property tranformation</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="working-with-image-connector"><a href="#working-with-image-connector" class="header-anchor">#</a> <strong>Working with Image connector</strong></h1> <h2 id="image-sources"><a href="#image-sources" class="header-anchor">#</a> Image sources</h2> <p>Connector can work with either:</p> <ol><li>URL of source image</li> <li>Base64 - e.g. output of &quot;Get file or image content&quot; action in PowerAutomate</li></ol> <h2 id="property-tranformation"><a href="#property-tranformation" class="header-anchor">#</a> Property tranformation</h2> <p>With image connector you can transform several properties of the image:</p> <ol><li>Width and Height - in pixels. If desired resolution changes aspect ratio of image, the result will be stretched. If you do not want stretched images, insert resolution that has same aspect ratio as original image. See example of common resolutions for 16:9 aspect ratio <a href="https://en.wikipedia.org/wiki/16:9_aspect_ratio#Common_resolutions" target="_blank" rel="noopener noreferrer">here<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li> <li>DPI - must be calculated to specific needs. E.g. when printing on A4, you probably won't need more than 300dpi</li> <li>Quality - from 0 (maximum compression) to 100 (original quality).</li></ol> <h1 id="step-1-get-the-image"><a href="#step-1-get-the-image" class="header-anchor">#</a> Step 1: Get the image</h1> <p>In this example we will be using image from Dataverse. Do not forget to check that a file has been actually uploaded to the record, othwise your flow will fail eventually.</p> <p><img src="/.attachments/ImageConnector/Image3.png" alt="image.png"></p> <h1 id="step-2-insert-the-base64-of-image"><a href="#step-2-insert-the-base64-of-image" class="header-anchor">#</a> Step 2: Insert the base64 of image</h1> <p>Be sure to use base64 of the image as input. You will likely not be able to use dynamic content from previous action. You will have to parse it first or use an expression. In example here, we are using an expression below, which specifies the path to the base64 of image in JSON output of previous action.</p> <div class="language- line-numbers-mode"><pre class="language-text"><code>outputs('Get_image_content')?['body/$content']
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p>Secondly, to work with output image from the connector you will HTTP action, because the processed image is stored on a server and not directly returned. Use method Get and URI is body of image connector output. You will be using output of this HTTP action for further work with image.</p> <p><img src="/.attachments/ImageConnector/Image2.png" alt="image.png"></p> <h1 id="step-3-work-with-image"><a href="#step-3-work-with-image" class="header-anchor">#</a> Step 3: Work with image</h1> <p>Now you are free to use the transformed image as you wish. Check the transformation and make sure that it looks as desired, if not just play a bit with properties in image connector.</p> <p>The image itself can be again accessed through expression or parsed JSON. Expression to base64 of image is below:</p> <div class="language- line-numbers-mode"><pre class="language-text"><code>outputs('HTTP')?['body']['$content'])
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p>In our case we are adding it to an array of images through expression bellow:</p> <div class="language- line-numbers-mode"><pre class="language-text"><code>setProperty(variables('Helper image variable'), 'value', outputs('HTTP')?['body']['$content'])
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p><img src="/.attachments/ImageConnector/Image1.png" alt="image.png"></p> <p>Such array can be then used as input for other actions, such as PowerPoint Filler or <a href="/en/developer-guide/integration/components/connector/src\en\developer-guide\integration\components\connector\excelconnector.html">Excel Connector</a></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/integration/components/connector/imageconnector.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/integration/components/connector/wordconnector/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p><img src="/.attachments/ImageConnector/Image1.png" alt="image.png"></p> <p>Such array can be then used as input for other actions, such as PowerPoint Filler or <a href="/en/developer-guide/integration/components/connector/src\en\developer-guide\integration\components\connector\excelconnector.html">Excel Connector</a></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/integration/components/connector/imageconnector.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/integration/components/connector/wordconnector/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Word Connector
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/developer-guide/integration/components/connector/wordconnector/#making-connection" class="anchor-link"><div>Making connection</div></a></li><li class="anchor anchor2"><a href="/en/developer-guide/integration/components/connector/wordconnector/#convert-word-to-pdf" class="anchor-link"><div>Convert Word To PDF</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/integration/components/connector/wordconnector/#input" class="anchor-link"><div>Input</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/integration/components/connector/wordconnector/#output" class="anchor-link"><div>Output</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/developer-guide/integration/components/connector/wordconnector/#fill-word-template" class="anchor-link"><div>Fill Word Template</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/developer-guide/integration/components/connector/wordconnector/#input-2" class="anchor-link"><div>Input</div></a></li><li class="anchor anchor3"><a href="/en/developer-guide/integration/components/connector/wordconnector/#output-2" class="anchor-link"><div>Output</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="word-connector"><a href="#word-connector" class="header-anchor">#</a> <strong>Word Connector</strong></h1> <p>You will find word connector in TALXIS.Connectors.Word.zip solution which you can import to your environment.
-Connector contains two actions:</p> <ol><li>Convert Word To PDF</li> <li>Fill Word Template</li></ol> <h2 id="making-connection"><a href="#making-connection" class="header-anchor">#</a> Making connection</h2> <p>There are currently two ways to make connection:</p> <ol><li><p>You can use an api key. This one is generated for every customer.</p></li> <li><p>You use the general document connector. That one is authorized with Azure AD login (your email address)</p></li></ol> <p>If for some reason you don't have access to neither of them, please contact NETWORG support.</p> <h2 id="convert-word-to-pdf"><a href="#convert-word-to-pdf" class="header-anchor">#</a> Convert Word To PDF</h2> <p>This action is used to convert word documents to PDF documents.</p> <h3 id="input"><a href="#input" class="header-anchor">#</a> Input</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Document</strong></td> <td><em>Text</em></td> <td>Word document which will be converted to PDF.</td></tr></tbody></table> <h3 id="output"><a href="#output" class="header-anchor">#</a> Output</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Body</strong></td> <td><em>Text</em></td> <td>PDF document.</td></tr></tbody></table> <h2 id="fill-word-template"><a href="#fill-word-template" class="header-anchor">#</a> Fill Word Template</h2> <p>This action is used to populate word template with data. For making document template please visit this <a href="/en/developer-guide/applications/utilities/templates/fill-word-template.html">Word Template page</a></p> <h3 id="input-2"><a href="#input-2" class="header-anchor">#</a> Input</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Properties</strong></td> <td><em>json</em></td> <td>JSON object of data which will populate template.</td></tr> <tr><td><strong>Document</strong></td> <td><em>Text</em></td> <td>Document which will be populated with properties</td></tr></tbody></table> <h3 id="output-2"><a href="#output-2" class="header-anchor">#</a> Output</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Body</strong></td> <td><em>Text</em></td> <td>Populated document.</td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/integration/components/connector/wordconnector.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/integration/components/connector/excelconnector/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Connector contains two actions:</p> <ol><li>Convert Word To PDF</li> <li>Fill Word Template</li></ol> <h2 id="making-connection"><a href="#making-connection" class="header-anchor">#</a> Making connection</h2> <p>There are currently two ways to make connection:</p> <ol><li><p>You can use an api key. This one is generated for every customer.</p></li> <li><p>You use the general document connector. That one is authorized with Azure AD login (your email address)</p></li></ol> <p>If for some reason you don't have access to neither of them, please contact NETWORG support.</p> <h2 id="convert-word-to-pdf"><a href="#convert-word-to-pdf" class="header-anchor">#</a> Convert Word To PDF</h2> <p>This action is used to convert word documents to PDF documents.</p> <h3 id="input"><a href="#input" class="header-anchor">#</a> Input</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Document</strong></td> <td><em>Text</em></td> <td>Word document which will be converted to PDF.</td></tr></tbody></table> <h3 id="output"><a href="#output" class="header-anchor">#</a> Output</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Body</strong></td> <td><em>Text</em></td> <td>PDF document.</td></tr></tbody></table> <h2 id="fill-word-template"><a href="#fill-word-template" class="header-anchor">#</a> Fill Word Template</h2> <p>This action is used to populate word template with data. For making document template please visit this <a href="/en/developer-guide/applications/utilities/templates/fill-word-template.html">Word Template page</a></p> <h3 id="input-2"><a href="#input-2" class="header-anchor">#</a> Input</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Properties</strong></td> <td><em>json</em></td> <td>JSON object of data which will populate template.</td></tr> <tr><td><strong>Document</strong></td> <td><em>Text</em></td> <td>Document which will be populated with properties</td></tr></tbody></table> <h3 id="output-2"><a href="#output-2" class="header-anchor">#</a> Output</h3> <table><thead><tr><th><strong>Name</strong></th> <th><em>Type</em></th> <th>Description</th></tr></thead> <tbody><tr><td><strong>Body</strong></td> <td><em>Text</em></td> <td>Populated document.</td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/integration/components/connector/wordconnector.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/integration/components/connector/excelconnector/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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href="/assets/js/page-Userguide--4626294a.f485f984.js"><link rel="prefetch" href="/assets/js/page-Views--0a762244.90db2b7d.js"><link rel="prefetch" href="/assets/js/page-Views--48d2308c.bc990c9a.js"><link rel="prefetch" href="/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js"><link rel="prefetch" href="/assets/js/page-WebResource--b12c16bc.0e9a52c4.js"><link rel="prefetch" href="/assets/js/page-WordConnector--b0d39fbc.8b848167.js"><link rel="prefetch" href="/assets/js/page-Workflow--5c9d2606.a7f35ed4.js"><link rel="prefetch" href="/assets/js/vendors~docsearch.4e98b6bd.js"><link rel="prefetch" href="/assets/js/vendors~flowchart.763b70c7.js"><link rel="prefetch" href="/assets/js/vendors~photo-swipe.5b6496a1.js"><link rel="prefetch" href="/assets/js/vendors~reveal.32802352.js">
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@@ -116,11 +116,11 @@
     recordId<span class="token operator">:</span> <span class="token string">'00000000-0000-0000-0000-000000000000'</span>
 <span class="token punctuation">}</span>
 <span class="token keyword">const</span> result <span class="token operator">=</span> <span class="token keyword">await</span> fileAttribute<span class="token punctuation">.</span><span class="token function">DownloadFileFromAttribute</span><span class="token punctuation">(</span>connection<span class="token punctuation">)</span><span class="token punctuation">;</span>
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br></div></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/integration/components/npm-packages/clientlibraries.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/integration/components/connector/imageconnector/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/platform/pipelines/appuser/index.html b/en/developer-guide/platform/pipelines/appuser/index.html
index 43218c286..753cc1247 100644
--- a/en/developer-guide/platform/pipelines/appuser/index.html
+++ b/en/developer-guide/platform/pipelines/appuser/index.html
@@ -19,7 +19,7 @@
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@@ -147,11 +147,11 @@
             DataImport.CreateAppUser(CrmSvc, data);
           });
     }
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br><span class="line-number">18</span><br><span class="line-number">19</span><br><span class="line-number">20</span><br><span class="line-number">21</span><br><span class="line-number">22</span><br><span class="line-number">23</span><br><span class="line-number">24</span><br><span class="line-number">25</span><br><span class="line-number">26</span><br><span class="line-number">27</span><br><span class="line-number">28</span><br><span class="line-number">29</span><br><span class="line-number">30</span><br><span class="line-number">31</span><br><span class="line-number">32</span><br><span class="line-number">33</span><br><span class="line-number">34</span><br><span class="line-number">35</span><br><span class="line-number">36</span><br><span class="line-number">37</span><br></div></div><h2 id="limitations"><a href="#limitations" class="header-anchor">#</a> Limitations</h2> <p>Currently, the process was developed for use with TALXIS Portal solutions, where business unit entity is not used. Thus there is always just one unit, generated by Microsoft. If your project uses multiple business units, the implementation might need to be changed so that the function adds the app user under correct business unit. Suggested solution would be to order business units by 'CreatedOn' and get the oldest.</p> <h2 id="suggested-improvements"><a href="#suggested-improvements" class="header-anchor">#</a> Suggested improvements</h2> <p>The CreateAppUser function could be customized so that systemuserid is optional parameter.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/platform/pipelines/appuser.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/platform/pipelines/deploy/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br><span class="line-number">18</span><br><span class="line-number">19</span><br><span class="line-number">20</span><br><span class="line-number">21</span><br><span class="line-number">22</span><br><span class="line-number">23</span><br><span class="line-number">24</span><br><span class="line-number">25</span><br><span class="line-number">26</span><br><span class="line-number">27</span><br><span class="line-number">28</span><br><span class="line-number">29</span><br><span class="line-number">30</span><br><span class="line-number">31</span><br><span class="line-number">32</span><br><span class="line-number">33</span><br><span class="line-number">34</span><br><span class="line-number">35</span><br><span class="line-number">36</span><br><span class="line-number">37</span><br></div></div><h2 id="limitations"><a href="#limitations" class="header-anchor">#</a> Limitations</h2> <p>Currently, the process was developed for use with TALXIS Portal solutions, where business unit entity is not used. Thus there is always just one unit, generated by Microsoft. If your project uses multiple business units, the implementation might need to be changed so that the function adds the app user under correct business unit. Suggested solution would be to order business units by 'CreatedOn' and get the oldest.</p> <h2 id="suggested-improvements"><a href="#suggested-improvements" class="header-anchor">#</a> Suggested improvements</h2> <p>The CreateAppUser function could be customized so that systemuserid is optional parameter.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/platform/pipelines/appuser.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/platform/pipelines/deploy/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -141,11 +141,11 @@
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><div class="language- line-numbers-mode"><pre class="language-text"><code>SolutionPackager: Exception thrown: System.IO.IOException: The process cannot access the file 'C:\Users\AzDevOps\AppData\Local\Microsoft\PowerAppsCli\Microsoft.PowerApps.AppInsights.BatchedTelemetry\637552028329842256.tmp' because it is being used by another process.
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><div class="language- line-numbers-mode"><pre class="language-text"><code>&quot;C:\a\1\s\tools\CoreTools\SolutionPackager.exe /action:pack /packagetype:managed /folder:C:\a\1\s\src\Areas\Environment\Start\Model\CDS /zipfile:C:\a\1\s\build\CDS\PCT20018AppsEnvironmentStartModel_managed.zip&quot; exited with code 1.
 
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@@ -158,11 +158,11 @@
                 <span class="token key atrule">SecureFile</span><span class="token punctuation">:</span> deployments.talxis.com.pfx
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br><span class="line-number">7</span><br><span class="line-number">8</span><br><span class="line-number">9</span><br><span class="line-number">10</span><br><span class="line-number">11</span><br><span class="line-number">12</span><br><span class="line-number">13</span><br><span class="line-number">14</span><br><span class="line-number">15</span><br><span class="line-number">16</span><br><span class="line-number">17</span><br><span class="line-number">18</span><br><span class="line-number">19</span><br><span class="line-number">20</span><br><span class="line-number">21</span><br><span class="line-number">22</span><br><span class="line-number">23</span><br><span class="line-number">24</span><br><span class="line-number">25</span><br><span class="line-number">26</span><br><span class="line-number">27</span><br><span class="line-number">28</span><br><span class="line-number">29</span><br><span class="line-number">30</span><br><span class="line-number">31</span><br><span class="line-number">32</span><br><span class="line-number">33</span><br><span class="line-number">34</span><br><span class="line-number">35</span><br><span class="line-number">36</span><br><span class="line-number">37</span><br><span class="line-number">38</span><br><span class="line-number">39</span><br><span class="line-number">40</span><br><span class="line-number">41</span><br><span class="line-number">42</span><br><span class="line-number">43</span><br><span class="line-number">44</span><br><span class="line-number">45</span><br><span class="line-number">46</span><br><span class="line-number">47</span><br><span class="line-number">48</span><br><span class="line-number">49</span><br><span class="line-number">50</span><br><span class="line-number">51</span><br><span class="line-number">52</span><br><span class="line-number">53</span><br><span class="line-number">54</span><br><span class="line-number">55</span><br><span class="line-number">56</span><br><span class="line-number">57</span><br><span class="line-number">58</span><br><span class="line-number">59</span><br><span class="line-number">60</span><br><span class="line-number">61</span><br><span class="line-number">62</span><br><span class="line-number">63</span><br><span class="line-number">64</span><br><span class="line-number">65</span><br></div></div><h1 id="getting-required-info"><a href="#getting-required-info" class="header-anchor">#</a> Getting required info</h1> <h2 id="how-to-get-project-guid"><a href="#how-to-get-project-guid" class="header-anchor">#</a> How to get Project GUID:</h2> <ul><li>TALXIS: 40617db6-cf62-4240-bad0-95203039416b</li> <li>PCT projects are bit trickier. You can get it through API call such as this</li></ul> <div class="language- line-numbers-mode"><pre class="language-text"><code>https://dev.azure.com/{organization}/_apis/projects?api-version=5.0-preview.3
 </code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p>There is also another, easier way because you do not have to remember the API call. Open <a href="https://dev.azure.com/" target="_blank" rel="noopener noreferrer">dev.azure.com<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>, hit F12, use inspect tool and hover or click on the project. There you can see the guid. Find the example screenshot below.</p> <p><img src="/.attachments/DeployPipeline/ProjectGUID.png" alt="image.png"></p> <h2 id="how-to-get-dataverse-package-name-and-pipeline-id"><a href="#how-to-get-dataverse-package-name-and-pipeline-id" class="header-anchor">#</a> How to get Dataverse package name and Pipeline ID</h2> <p>See TALXIS list of DataversePackages and Pipelines (<a href="https://dev.azure.com/thenetworg/INT0006/_wiki/wikis/INT0006.wiki/4060/List-of-Build-Pipelines" target="_blank" rel="noopener noreferrer">INT0006 wiki<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>). It will provide you with Dataverse package name, pipeline id, and status of the latest build.</p> <p>Otherwise, you can get Pipeline Id form pipeline's URL and the name of Dataverse package from the project's repository.</p> <div class="language-url line-numbers-mode"><pre class="language-text"><code>https://dev.azure.com/thenetworg/PCT20018/_build?definitionId=197
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p><img src="/.attachments/DeployPipeline/pipelineID.png" alt="image.png"></p> <h2 id="how-to-create-certificate-and-thumbprint"><a href="#how-to-create-certificate-and-thumbprint" class="header-anchor">#</a> How to create certificate and thumbprint</h2> <p>Please follow <a href="https://dev.azure.com/thenetworg/INT0006/_wiki/wikis/INT0006.wiki/2153/Release-Pipeline" target="_blank" rel="noopener noreferrer">certificate guide<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <h1 id="setting-pipeline-variables"><a href="#setting-pipeline-variables" class="header-anchor">#</a> Setting pipeline variables</h1> <p>Once you have pipeline set up, you will need to add two variables:</p> <ul><li>CertificateThumbprint, set the value to the thumbprint of SecureFile, value will be kept as a secret</li></ul> <p><img src="/.attachments/DeployPipeline/deployvariable1.png" alt="image.png"></p> <ul><li>InstanceDomain, set value to '.crm4.dynamics.com' and let users override this value</li></ul> <p><img src="/.attachments/DeployPipeline/deployvariable2.png" alt="image.png"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/platform/pipelines/deploy.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/platform/pipelines/build/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br></div></div><p><img src="/.attachments/DeployPipeline/pipelineID.png" alt="image.png"></p> <h2 id="how-to-create-certificate-and-thumbprint"><a href="#how-to-create-certificate-and-thumbprint" class="header-anchor">#</a> How to create certificate and thumbprint</h2> <p>Please follow <a href="https://dev.azure.com/thenetworg/INT0006/_wiki/wikis/INT0006.wiki/2153/Release-Pipeline" target="_blank" rel="noopener noreferrer">certificate guide<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <h1 id="setting-pipeline-variables"><a href="#setting-pipeline-variables" class="header-anchor">#</a> Setting pipeline variables</h1> <p>Once you have pipeline set up, you will need to add two variables:</p> <ul><li>CertificateThumbprint, set the value to the thumbprint of SecureFile, value will be kept as a secret</li></ul> <p><img src="/.attachments/DeployPipeline/deployvariable1.png" alt="image.png"></p> <ul><li>InstanceDomain, set value to '.crm4.dynamics.com' and let users override this value</li></ul> <p><img src="/.attachments/DeployPipeline/deployvariable2.png" alt="image.png"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/platform/pipelines/deploy.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/platform/pipelines/build/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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href="/assets/js/page-Tasksduringcontractprocesses--4c70c082.3880d4d7.js"><link rel="prefetch" href="/assets/js/page-Templates--62ea1922.e49b242e.js"><link rel="prefetch" href="/assets/js/page-TemplatesClassification--09db78b4.42ff5eb0.js"><link rel="prefetch" href="/assets/js/page-Terminatecontract--7855c744.6ad8fb1e.js"><link rel="prefetch" href="/assets/js/page-Texteditor--18a80fc0.d6c642c0.js"><link rel="prefetch" href="/assets/js/page-Timeline--20708262.fe15c7e8.js"><link rel="prefetch" href="/assets/js/page-Trackandmanageactivities--ec005ffc.41157ac1.js"><link rel="prefetch" href="/assets/js/page-Trackyourprogresswithdashboardsandcharts--a18b923c.d9ab457e.js"><link rel="prefetch" href="/assets/js/page-TreeView--8f061ffc.cb3c25a9.js"><link rel="prefetch" href="/assets/js/page-UCIExtensions--51ebd510.03bd6b73.js"><link rel="prefetch" href="/assets/js/page-Useaccountstomanagecustomercompanies--222229e4.08049c8d.js"><link rel="prefetch" href="/assets/js/page-Usecontactstomanagecustomerpeople--41f769ca.3be54a8a.js"><link rel="prefetch" href="/assets/js/page-Userguide--4626294a.f485f984.js"><link rel="prefetch" href="/assets/js/page-Views--0a762244.90db2b7d.js"><link rel="prefetch" href="/assets/js/page-Views--48d2308c.bc990c9a.js"><link rel="prefetch" href="/assets/js/page-WBS-WorkBreakdownStructure--8a5ec420.a28a935b.js"><link rel="prefetch" href="/assets/js/page-WebResource--b12c16bc.0e9a52c4.js"><link rel="prefetch" href="/assets/js/page-WordConnector--b0d39fbc.8b848167.js"><link rel="prefetch" href="/assets/js/page-Workflow--5c9d2606.a7f35ed4.js"><link rel="prefetch" href="/assets/js/vendors~docsearch.4e98b6bd.js"><link rel="prefetch" href="/assets/js/vendors~flowchart.763b70c7.js"><link rel="prefetch" href="/assets/js/vendors~photo-swipe.5b6496a1.js"><link rel="prefetch" href="/assets/js/vendors~reveal.32802352.js">
     <link rel="stylesheet" href="/assets/css/0.styles.73fa00f1.css">
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@@ -109,11 +109,11 @@
       Guid RecordId = Guid.Parse(&quot;3a1e4f74-96ec-454b-b1c9-94c97d0e4708&quot;);
       HttpResponseMessage response = Configuration.ExecuteWorkflow(crmServiceClient, WorkflowId, RecordId);
     }
-</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br></div></div><h2 id="limitations"><a href="#limitations" class="header-anchor">#</a> Limitations</h2> <p>Currently, we have observed that any provided flow is executed multiple times on some environments. This seems not to affect all environment and we were unable to find the difference and find the root cause.</p> <h2 id="alternative"><a href="#alternative" class="header-anchor">#</a> Alternative</h2> <p>Based on the use of dummy record you could use update record action instead of http request, however it is likely you will observe similar limitation as mentioned above.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/platform/pipelines/executeflow.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/platform/pipelines/appuser/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+</code></pre> <div class="line-numbers-wrapper"><span class="line-number">1</span><br><span class="line-number">2</span><br><span class="line-number">3</span><br><span class="line-number">4</span><br><span class="line-number">5</span><br><span class="line-number">6</span><br></div></div><h2 id="limitations"><a href="#limitations" class="header-anchor">#</a> Limitations</h2> <p>Currently, we have observed that any provided flow is executed multiple times on some environments. This seems not to affect all environment and we were unable to find the difference and find the root cause.</p> <h2 id="alternative"><a href="#alternative" class="header-anchor">#</a> Alternative</h2> <p>Based on the use of dummy record you could use update record action instead of http request, however it is likely you will observe similar limitation as mentioned above.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/developer-guide/platform/pipelines/executeflow.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/developer-guide/platform/pipelines/appuser/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/developer-guide/preparing-content/index.html b/en/developer-guide/preparing-content/index.html
index fb50669fc..67c3c1075 100644
--- a/en/developer-guide/preparing-content/index.html
+++ b/en/developer-guide/preparing-content/index.html
@@ -18,7 +18,7 @@
     <meta name="apple-mobile-web-app-capable" content="yes">
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         User guide
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     User guide
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/#table-of-contents" class="anchor-link"><div>Table of Contents</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="user-guide"><a href="#user-guide" class="header-anchor">#</a> User guide</h1> <p><img src="/.attachments/ModelDrivenAppUserGuide/logo_with_borders.png" alt="TALXIS logo"></p> <p>Welcome to the <strong>TALXIS user guide</strong>! We are glad that you want to learn how to use the application in your organization or you are just interested in business applications.</p> <p>This documentation will guide you through the application, its components, where the components are located, and how to work with the entire application.</p> <p>First you will go through the individual components such as navigation menu, list of records, form and then we will approach the individual type of applications and their management.</p> <h2 id="table-of-contents"><a href="#table-of-contents" class="header-anchor">#</a> Table of Contents</h2> <ul><li><strong>Start using application</strong> <ul><li><a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/">Log in to the application</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/">Select application</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/navigation-menu/">Navigation menu</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/sitemap/">Site map</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">View records</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">Forms and their components</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/">Dashboards</a></li></ul></li> <li><strong>Learn how to work with contacts and companies (accounts)</strong> <ul><li><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts">Use contacts to manage people</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts">Use accounts to manage companies</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities">Track and manage activities</a></li></ul></li> <li><strong>Sales management</strong> <ul><li><a href="/en/user-guide/model-driven-apps/business-process/sales/develop-sales-from-lead-to-cash/">Develop sales from lead to cash</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/">Create and manage leads</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/">Work with opportunities</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/">Won or lose an oppotunity</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/">Manage quotes</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/">Manage orders</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order/">Add products to order or quote</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/gain-insights-with-dashboards/">Gain insights with dashboards</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/security-roles/">Security and user privileges</a> (<em>in-progress</em>)</li></ul></li> <li><strong>Contract management</strong> <ul><li><a href="/en/user-guide/model-driven-apps/business-process/contract/manage-contracts/">Manage contracts</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/">Roles in the contract process</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/">Create and edit contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract/">Amend valid contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/terminate-contract/">Terminate contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/add-historical-contract/">Add historical contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/">Notify users about contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/">Tasks during contract processes</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/">Start and finish of review</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/">Add review comment</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/how-to-handle-review-comment/">How to handle review comment</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/start-approval/">Start approval</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/approve-or-reject-contract/">Approve or reject contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/">Sign the contract</a></li> <li><a href="/en/user-guide/preparing-content/">Contract validity end</a> (<em>preparing content</em>)</li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/dashboard/">Dashboard</a></li></ul></li> <li><strong>Procurement management</strong> <ul><li><a href="/en/user-guide/model-driven-apps/business-process/procurement/">What is procurement?</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/procurement-process">Procurement process</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement">Roles in procurement</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/project">Set up project</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice">Create an manage purchase invoice</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail">Add a purchase invoice detail</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/sent-for-approval">Sent an invoice for approval</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice">Approval of purchase invoice</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/mark-invoice-as-paid">Mark invoice as paid</a></li></ul></li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/index.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><!----> <span class="next"><a href="/en/user-guide/model-driven-apps/basic-app-elements/">
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/#table-of-contents" class="anchor-link"><div>Table of Contents</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="user-guide"><a href="#user-guide" class="header-anchor">#</a> User guide</h1> <p><img src="/.attachments/ModelDrivenAppUserGuide/logo_with_borders.png" alt="TALXIS logo"></p> <p>Welcome to the <strong>TALXIS user guide</strong>! We are glad that you want to learn how to use the application in your organization or you are just interested in business applications.</p> <p>This documentation will guide you through the application, its components, where the components are located, and how to work with the entire application.</p> <p>First you will go through the individual components such as navigation menu, list of records, form and then we will approach the individual type of applications and their management.</p> <h2 id="table-of-contents"><a href="#table-of-contents" class="header-anchor">#</a> Table of Contents</h2> <ul><li><strong>Start using application</strong> <ul><li><a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/">Log in to the application</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/">Select application</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/navigation-menu/">Navigation menu</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/sitemap/">Site map</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">View records</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">Forms and their components</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/">Dashboards</a></li></ul></li> <li><strong>Learn how to work with contacts and companies (accounts)</strong> <ul><li><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts">Use contacts to manage people</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts">Use accounts to manage companies</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities">Track and manage activities</a></li></ul></li> <li><strong>Sales management</strong> <ul><li><a href="/en/user-guide/model-driven-apps/business-process/sales/develop-sales-from-lead-to-cash/">Develop sales from lead to cash</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/">Create and manage leads</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/">Work with opportunities</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/">Won or lose an oppotunity</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/">Manage quotes</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/">Manage orders</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order/">Add products to order or quote</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/gain-insights-with-dashboards/">Gain insights with dashboards</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/sales/security-roles/">Security and user privileges</a> (<em>in-progress</em>)</li></ul></li> <li><strong>Contract management</strong> <ul><li><a href="/en/user-guide/model-driven-apps/business-process/contract/manage-contracts/">Manage contracts</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/">Roles in the contract process</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/">Create and edit contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract/">Amend valid contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/terminate-contract/">Terminate contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/add-historical-contract/">Add historical contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/">Notify users about contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/">Tasks during contract processes</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/">Start and finish of review</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/">Add review comment</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/how-to-handle-review-comment/">How to handle review comment</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/start-approval/">Start approval</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/approve-or-reject-contract/">Approve or reject contract</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/">Sign the contract</a></li> <li><a href="/en/user-guide/preparing-content/">Contract validity end</a> (<em>preparing content</em>)</li> <li><a href="/en/user-guide/model-driven-apps/business-process/contract/dashboard/">Dashboard</a></li></ul></li> <li><strong>Procurement management</strong> <ul><li><a href="/en/user-guide/model-driven-apps/business-process/procurement/">What is procurement?</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/procurement-process">Procurement process</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement">Roles in procurement</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/project">Set up project</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice">Create an manage purchase invoice</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail">Add a purchase invoice detail</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/sent-for-approval">Sent an invoice for approval</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice">Approval of purchase invoice</a></li> <li><a href="/en/user-guide/model-driven-apps/business-process/procurement/mark-invoice-as-paid">Mark invoice as paid</a></li></ul></li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/index.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" 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         Business process flow
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     Business process flow
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow/#business-process-flow-layout" class="anchor-link"><div>Business process flow layout</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="business-process-flow"><a href="#business-process-flow" class="header-anchor">#</a> Business process flow</h1> <p>An online process that walks users through a standard business process. For example, use a business process flow if you want everyone to handle customer service requests the same way, or to require staff to gain approval for an invoice before submitting an order.</p> <p>Business process flows help everyone follow best practices, even for situations that don't occur very often. Where available, business processes provide a step-by-step timeline for the stages of a process at the top of the relevant record.</p> <h2 id="business-process-flow-layout"><a href="#business-process-flow-layout" class="header-anchor">#</a> Business process flow layout</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/businessProcess.png" alt="Business process"></p> <p>Legend:</p> <ol><li>Stages in business process</li> <li>Steps in active stage</li> <li>Advance to the next stage in process</li></ol> <hr> <p>The new record must be saved before you can use <strong>Business process flow</strong>.</p> <p>Each <strong>stage</strong> contains a group of <strong>steps</strong>. Each step represents a column where data can be entered. You can advance to the next stage by using the <strong>Next Stage</strong> button.</p> <p>Some of the <strong>steps</strong> are required so that people must enter data for a corresponding column before they can proceed to the next stage.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow/#business-process-flow-layout" class="anchor-link"><div>Business process flow layout</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="business-process-flow"><a href="#business-process-flow" class="header-anchor">#</a> Business process flow</h1> <p>An online process that walks users through a standard business process. For example, use a business process flow if you want everyone to handle customer service requests the same way, or to require staff to gain approval for an invoice before submitting an order.</p> <p>Business process flows help everyone follow best practices, even for situations that don't occur very often. Where available, business processes provide a step-by-step timeline for the stages of a process at the top of the relevant record.</p> <h2 id="business-process-flow-layout"><a href="#business-process-flow-layout" class="header-anchor">#</a> Business process flow layout</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/businessProcess.png" alt="Business process"></p> <p>Legend:</p> <ol><li>Stages in business process</li> <li>Steps in active stage</li> <li>Advance to the next stage in process</li></ol> <hr> <p>The new record must be saved before you can use <strong>Business process flow</strong>.</p> <p>Each <strong>stage</strong> contains a group of <strong>steps</strong>. Each step represents a column where data can be entered. You can advance to the next stage by using the <strong>Next Stage</strong> button.</p> <p>Some of the <strong>steps</strong> are required so that people must enter data for a corresponding column before they can proceed to the next stage.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Track your progress with dashboards and charts
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Track your progress with dashboards and charts
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/#switch-between-dashboards" class="anchor-link"><div>Switch between dashboards</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/#expand-refresh-and-view-rows-in-chart" class="anchor-link"><div>Expand, refresh, and view rows in chart</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="track-your-progress-with-dashboards-and-charts"><a href="#track-your-progress-with-dashboards-and-charts" class="header-anchor">#</a> Track your progress with dashboards and charts</h1> <p>A dashboard is made up of a collection of easy-to-read charts and graphs that provide visual representation of filtered app data. The interactive charts and graphs on a dashboard display important data that gives you a 360-degree view of your business.<a href="https://docs.microsoft.com/en-us/powerapps/user/track-your-progress-with-dashboard-and-charts" target="_blank" rel="noopener noreferrer"><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/dashboards.png" alt="Dashboards"></p> <h2 id="switch-between-dashboards"><a href="#switch-between-dashboards" class="header-anchor">#</a> Switch between dashboards</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/switchDashboard.png" alt="Switch between dashboards"></p> <h2 id="expand-refresh-and-view-rows-in-chart"><a href="#expand-refresh-and-view-rows-in-chart" class="header-anchor">#</a> Expand, refresh, and view rows in chart</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/dashboard.png" alt="Expand, refresh, and view rows"></p> <p>Legend:</p> <ol><li><strong>Expand Chart</strong>: Shows the chart in full screen mode. The chart is still interactive in expanded mode.</li> <li><strong>Refresh</strong>: Refreshes the rows in the chart.</li> <li><strong>View Rows</strong>: See the chart and the underlying rows together. This opens the chart for the corresponding rows.</li></ol> <p>After clicking on the <strong>View Rows</strong>, you will see all the records with a graph on the left.<br> <img src="/.attachments/ModelDrivenAppUserGuide/viewRecordsDashboard.png" alt="View rows"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/dashboards.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/#switch-between-dashboards" class="anchor-link"><div>Switch between dashboards</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/#expand-refresh-and-view-rows-in-chart" class="anchor-link"><div>Expand, refresh, and view rows in chart</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="track-your-progress-with-dashboards-and-charts"><a href="#track-your-progress-with-dashboards-and-charts" class="header-anchor">#</a> Track your progress with dashboards and charts</h1> <p>A dashboard is made up of a collection of easy-to-read charts and graphs that provide visual representation of filtered app data. The interactive charts and graphs on a dashboard display important data that gives you a 360-degree view of your business.<a href="https://docs.microsoft.com/en-us/powerapps/user/track-your-progress-with-dashboard-and-charts" target="_blank" rel="noopener noreferrer"><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/dashboards.png" alt="Dashboards"></p> <h2 id="switch-between-dashboards"><a href="#switch-between-dashboards" class="header-anchor">#</a> Switch between dashboards</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/switchDashboard.png" alt="Switch between dashboards"></p> <h2 id="expand-refresh-and-view-rows-in-chart"><a href="#expand-refresh-and-view-rows-in-chart" class="header-anchor">#</a> Expand, refresh, and view rows in chart</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/dashboard.png" alt="Expand, refresh, and view rows"></p> <p>Legend:</p> <ol><li><strong>Expand Chart</strong>: Shows the chart in full screen mode. The chart is still interactive in expanded mode.</li> <li><strong>Refresh</strong>: Refreshes the rows in the chart.</li> <li><strong>View Rows</strong>: See the chart and the underlying rows together. This opens the chart for the corresponding rows.</li></ol> <p>After clicking on the <strong>View Rows</strong>, you will see all the records with a graph on the left.<br> <img src="/.attachments/ModelDrivenAppUserGuide/viewRecordsDashboard.png" alt="View rows"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/dashboards.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -92,11 +92,11 @@
         Export view to excel
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Export view to excel
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/export-excel/#where-to-find-the-export-to-excel-button" class="anchor-link"><div>Where to find the Export to Excel button?</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="export-view-to-excel"><a href="#export-view-to-excel" class="header-anchor">#</a> Export view to excel</h1> <p>Within the application, individual views can be exported to Excel. Just find the <strong>Export to Excel</strong> button, and the Excel view will be downloaded. More information about <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">views</a>.</p> <p>Exported excel file:<br> <img src="/.attachments/ModelDrivenAppUserGuide/Excel/excelView.png" alt="Excel view"></p> <h2 id="where-to-find-the-export-to-excel-button"><a href="#where-to-find-the-export-to-excel-button" class="header-anchor">#</a> Where to find the <em>Export to Excel</em> button?</h2> <p>The button for exporting to Excel is located in the command bar.<br> <img src="/.attachments/ModelDrivenAppUserGuide/Excel/exportToExcelButton.png" alt="Button"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/export-excel.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/export-excel/#where-to-find-the-export-to-excel-button" class="anchor-link"><div>Where to find the Export to Excel button?</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="export-view-to-excel"><a href="#export-view-to-excel" class="header-anchor">#</a> Export view to excel</h1> <p>Within the application, individual views can be exported to Excel. Just find the <strong>Export to Excel</strong> button, and the Excel view will be downloaded. More information about <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">views</a>.</p> <p>Exported excel file:<br> <img src="/.attachments/ModelDrivenAppUserGuide/Excel/excelView.png" alt="Excel view"></p> <h2 id="where-to-find-the-export-to-excel-button"><a href="#where-to-find-the-export-to-excel-button" class="header-anchor">#</a> Where to find the <em>Export to Excel</em> button?</h2> <p>The button for exporting to Excel is located in the command bar.<br> <img src="/.attachments/ModelDrivenAppUserGuide/Excel/exportToExcelButton.png" alt="Button"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/export-excel.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Use contacts to manage customer people
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Forms
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#form-layout" class="anchor-link"><div>Form layout</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form" class="anchor-link"><div>Quickcreate form</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="forms"><a href="#forms" class="header-anchor">#</a> Forms</h1> <p>Forms show all the details about a single record and sometimes also provide special features for working with it. Usually you'll open a form by selecting a record that appears in a <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">list view</a>, but you can also open a form by following a link from a related record.</p> <p>The form therefore serves both for creating new records and for editing already created ones.</p> <h2 id="form-layout"><a href="#form-layout" class="header-anchor">#</a> Form layout</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/form.png" alt="Form"></p> <p>Legend:</p> <ol><li>Tabs</li> <li>Command bar</li> <li>Header form</li> <li>Body of the form</li></ol> <hr> <p><strong>1) Tabs</strong></p> <p>Most record forms are divided into tab. Each tab provides a collection of related fields from the record. When tabs are available, they're listed below the record name. Select any tab name to go to that tab. The current tab is shown underlined.</p> <p><strong>2) Command bar</strong></p> <p>Use the commands in the command bar to operate on the current record or perform a task related to the record. The available commands vary based on the record type, but you can typically use the command bar to save, delete the record, refresh the form, reassign the record owner, or export the record by using a Word template.</p> <p><em>If you deactivate a record, it will be locked and cannot be edited.</em></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/deactivateRecord.png" alt="Deactivate record"></p> <p><strong>3) Header of the form</strong></p> <p>Some record forms display a few especially important fields in the heading bar, opposite the record name. These are typically fields that are fundamental to working with records of the current type (such as a the record name or record owner).</p> <p><strong>4) Body of the form</strong></p> <p>In the main body of the record view, you'll find all of the fields related to the current tab and record type. Fields marked with a red asterisk are required, and you can't save the record without their having valid values. Fields marked with a blue plus sign are especially important or recommended, but are not strictly required. Fields showing a lock icon are read-only and can't be edited.</p> <p><strong>Record Type</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/recordType.png" alt="Record Type"></p> <p><strong>Required field</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/requiredField.png" alt="Required field"></p> <p><strong>Recommended field</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/recommendedField.png" alt="Recommended field"></p> <p><strong>Read-only(lock) field</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/lockField.png" alt="Read-only field"></p> <h2 id="quickcreate-form"><a href="#quickcreate-form" class="header-anchor">#</a> Quickcreate form</h2> <p>A <strong>Quickcreate form</strong> is a form that appears to some record fields. Especially on the fields where we have to put a related record.</p> <p><strong>Field with option to quick create another record</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quickcreateButton.png" alt="Button for quick create"></p> <p>After pressing <strong>+ New Account</strong> button, you will see the form on the right side of the screen. This form allows you to quickly and easily create a related record without having to leave an existing edited record.</p> <p>Therefore, it does not display the option to fill in all fields.
-If you want to fill in more information about the newly created record, it is necessary to view it directly. After saving, you will find it by default among other records of the same type.</p> <p><strong>Quick create form:</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quickCreateForm.png" alt="quick create form"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/forms.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/views/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Start using applications
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/#table-of-contents" class="anchor-link"><div>Table of Contents</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="start-using-applications"><a href="#start-using-applications" class="header-anchor">#</a> Start using applications</h1> <p>In this section, you will learn the basic components of the application and how to use them.
-The application contains forms, views, controls and many other components that will make your work easier.</p> <h2 id="table-of-contents"><a href="#table-of-contents" class="header-anchor">#</a> Table of Contents</h2> <ul><li><a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/">Log in to the application</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/">Select application</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/navigation-menu/">Navigation menu</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/sitemap/">Site map</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">View records</a><br> <strong>Forms and their components</strong> <ul><li><a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">Forms</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow/">Business process flow</a><br> <strong>Controls</strong> <ul><li><a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">Timeline</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">Lookup control</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/subgrid/">Subgrid</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/text-editor/">Text editor</a></li></ul></li></ul></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/">Dashboards</a></li></ul> <div class="custom-block tip"><p class="custom-block-title">Tips</p> <p>If you are new and do not know the application, the best way to start is from the <a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/">beginning</a>.</p></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/index.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+The application contains forms, views, controls and many other components that will make your work easier.</p> <h2 id="table-of-contents"><a href="#table-of-contents" class="header-anchor">#</a> Table of Contents</h2> <ul><li><a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/">Log in to the application</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/">Select application</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/navigation-menu/">Navigation menu</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/sitemap/">Site map</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">View records</a><br> <strong>Forms and their components</strong> <ul><li><a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">Forms</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow/">Business process flow</a><br> <strong>Controls</strong> <ul><li><a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">Timeline</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">Lookup control</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/subgrid/">Subgrid</a></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/text-editor/">Text editor</a></li></ul></li></ul></li> <li><a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/">Dashboards</a></li></ul> <div class="custom-block tip"><p class="custom-block-title">Tips</p> <p>If you are new and do not know the application, the best way to start is from the <a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/">beginning</a>.</p></div></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/index.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Introduction
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@@ -92,11 +92,11 @@
         Log in to the application
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Log in to the application
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/#sign-in" class="anchor-link"><div>Sign in</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/#sign-out" class="anchor-link"><div>Sign out</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="log-in-to-the-application"><a href="#log-in-to-the-application" class="header-anchor">#</a> Log in to the application</h1> <p>In this section we will show you how to authenticate to an application. We will go through logging in to the application and logging out of the application.</p> <h2 id="sign-in"><a href="#sign-in" class="header-anchor">#</a> Sign in</h2> <p>First you need to know the <strong>URL</strong> of the application and your <strong>user password</strong>.</p> <p>Example:</p> <table><thead><tr><th>URL address</th> <th style="text-align:center;">Email</th> <th style="text-align:center;">Password</th></tr></thead> <tbody><tr><td>https://<em>organization</em>.crm4.dynamics.com</td> <td style="text-align:center;">eric.cartmen@organization.com</td> <td style="text-align:center;">Password1234</td></tr></tbody></table> <ol><li>Open your preferred browser and enter the <strong>URL</strong> address.</li> <li>Fill in the user <strong>email</strong> and <strong>password</strong>.</li></ol> <p><strong>Email input:</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/emailInput.png" alt="Opportunity form"></p> <p><strong>Password input:</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/passwordInput.png" alt="Opportunity form"></p> <ol start="3"><li><p>Select whether you want to stay logged in.<br> <img src="/.attachments/ModelDrivenAppUserGuide/staySigned.png" alt="Opportunity form"></p></li> <li><p>You have successfully logged in to the application!</p></li></ol> <h2 id="sign-out"><a href="#sign-out" class="header-anchor">#</a> Sign out</h2> <p>To sign out of the app, just click on the circle at the top right and click <strong>Sign out</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/signOut.png" alt="Opportunity form"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/login-to-app.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/#sign-in" class="anchor-link"><div>Sign in</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/#sign-out" class="anchor-link"><div>Sign out</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="log-in-to-the-application"><a href="#log-in-to-the-application" class="header-anchor">#</a> Log in to the application</h1> <p>In this section we will show you how to authenticate to an application. We will go through logging in to the application and logging out of the application.</p> <h2 id="sign-in"><a href="#sign-in" class="header-anchor">#</a> Sign in</h2> <p>First you need to know the <strong>URL</strong> of the application and your <strong>user password</strong>.</p> <p>Example:</p> <table><thead><tr><th>URL address</th> <th style="text-align:center;">Email</th> <th style="text-align:center;">Password</th></tr></thead> <tbody><tr><td>https://<em>organization</em>.crm4.dynamics.com</td> <td style="text-align:center;">eric.cartmen@organization.com</td> <td style="text-align:center;">Password1234</td></tr></tbody></table> <ol><li>Open your preferred browser and enter the <strong>URL</strong> address.</li> <li>Fill in the user <strong>email</strong> and <strong>password</strong>.</li></ol> <p><strong>Email input:</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/emailInput.png" alt="Opportunity form"></p> <p><strong>Password input:</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/passwordInput.png" alt="Opportunity form"></p> <ol start="3"><li><p>Select whether you want to stay logged in.<br> <img src="/.attachments/ModelDrivenAppUserGuide/staySigned.png" alt="Opportunity form"></p></li> <li><p>You have successfully logged in to the application!</p></li></ol> <h2 id="sign-out"><a href="#sign-out" class="header-anchor">#</a> Sign out</h2> <p>To sign out of the app, just click on the circle at the top right and click <strong>Sign out</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/signOut.png" alt="Opportunity form"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/login-to-app.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Overview
       </a></span> <span class="next"><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/">
         Select application
         <svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon next-icon"><path d="M906.772 512c0 4.772-2.211 9.267-5.99 12.175L524.257 813.66a15.37 15.37 0 01-18.616.092 15.368 15.368 0 01-5.038-17.91l75.714-191.672h-443.73c-8.488 0-15.36-6.881-15.36-15.36v-153.6c0-8.489 6.872-15.36 15.36-15.36h443.73l-75.714-191.682a15.358 15.358 0 015.048-17.91c5.51-4.158 13.128-4.137 18.606.092l376.525 289.485a15.323 15.323 0 015.99 12.165z" fill="currentColor"></path></svg></a></span></p></div> <!----> </main> <footer class="footer-wrapper"><!----> <!----> <div class="copyright">Developed and Maintained by <a href='https://networg.com' target='_blank'> NETWORG </a></div></footer></div><div class="global-ui"><!----><div tabindex="-1" role="dialog" aria-hidden="true" class="pswp"><div class="pswp__bg"></div> <div class="pswp__scroll-wrap"><div class="pswp__container"><div class="pswp__item"></div> <div class="pswp__item"></div> <div class="pswp__item"></div></div> <div class="pswp__ui pswp__ui--hidden"><div class="pswp__top-bar"><div class="pswp__counter"></div> <button title="Close (Esc)" class="pswp__button pswp__button--close"></button> <button title="Share" class="pswp__button pswp__button--share"></button> <button title="Toggle fullscreen" class="pswp__button pswp__button--fs"></button> <button title="Zoom in/out" class="pswp__button pswp__button--zoom"></button> <div class="pswp__preloader"><div class="pswp__preloader__icn"><div class="pswp__preloader__cut"><div class="pswp__preloader__donut"></div></div></div></div></div> <div class="pswp__share-modal pswp__share-modal--hidden pswp__single-tap"><div class="pswp__share-tooltip"></div></div> <button title="Previous (arrow left)" class="pswp__button pswp__button--arrow--left"></button> <button title="Next (arrow right)" class="pswp__button pswp__button--arrow--right"></button> <div class="pswp__caption"><div class="pswp__caption__center"></div></div></div></div></div></div></div>
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diff --git a/en/user-guide/model-driven-apps/basic-app-elements/lookup/index.html b/en/user-guide/model-driven-apps/basic-app-elements/lookup/index.html
index 79a4b4059..42245a014 100644
--- a/en/user-guide/model-driven-apps/basic-app-elements/lookup/index.html
+++ b/en/user-guide/model-driven-apps/basic-app-elements/lookup/index.html
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         Lookup control
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     Lookup control
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="lookup-control"><a href="#lookup-control" class="header-anchor">#</a> Lookup control</h1> <p>Lookup control occurs in fields where you need to enter a related record. Usually these fields have a magnifying glass.</p> <p><strong>Lookup field with magnifying glass</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/lookupField.png" alt="Lookup field"></p> <p>To use lookup control, you have to click on the box. You should see list of <strong>Recent records</strong> (in the picture below Recent Accounts) and then press <strong>Enter</strong> or click <strong>All records</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/startLookupControl.png" alt="Start lookup control"></p> <p>After pressing <strong>Enter</strong> or clicking on <strong>All records</strong>, you will see a list of records but now you have the option to change the list view.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/lookupControlChangeView.png" alt="Lookup control change view"></p> <p>After you start typing, matching records will appear.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/matchingRecords.png" alt="Matching Records"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/lookup.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="lookup-control"><a href="#lookup-control" class="header-anchor">#</a> Lookup control</h1> <p>Lookup control occurs in fields where you need to enter a related record. Usually these fields have a magnifying glass.</p> <p><strong>Lookup field with magnifying glass</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/lookupField.png" alt="Lookup field"></p> <p>To use lookup control, you have to click on the box. You should see list of <strong>Recent records</strong> (in the picture below Recent Accounts) and then press <strong>Enter</strong> or click <strong>All records</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/startLookupControl.png" alt="Start lookup control"></p> <p>After pressing <strong>Enter</strong> or clicking on <strong>All records</strong>, you will see a list of records but now you have the option to change the list view.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/lookupControlChangeView.png" alt="Lookup control change view"></p> <p>After you start typing, matching records will appear.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/matchingRecords.png" alt="Matching Records"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/lookup.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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 Expand this entry to view a list of records you were recently using. Select an record here to open it. Select the push-pin icon next to a record listed here to added to your favorites (pinned records). You can also see and pin views or dashboards.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/RecentButton.png" alt="Recent records"></p> <p><strong>5) Favorite (pinned) records</strong><br>
 Expand this entry to view and open your favorite (pinned) records. Use the Recent records list to add records here. Select the remove-pin icon next to a record listed here to remove it from this list.</p> <p><strong>Add item to pinned records from recent records</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/pinItem.png" alt="Pin item"></p> <p><strong>Pinned items</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/pinnedItem.png" alt="Pinned items"></p> <p><strong>6) Entity navigator</strong><br>
 This area lists each entity and dashboard available for the current work area. Select any entry here to open the dashboard or list-view for that entity.</p> <p>More information in the section <a href="/en/user-guide/model-driven-apps/basic-app-elements/sitemap/">Site map</a>.</p> <p><strong>7) Work-area selector</strong><br>
-The name of current work area is displayed. To change the work area, click on the work area name and a menu with options will appear.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/workAreaSelector.png" alt="Work area"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/navigation-menu.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+The name of current work area is displayed. To change the work area, click on the work area name and a menu with options will appear.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/workAreaSelector.png" alt="Work area"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/navigation-menu.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -92,11 +92,11 @@
         Select Application
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Select Application
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/#list-of-applications-after-login" class="anchor-link"><div>List of applications after login</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/#switch-between-applications" class="anchor-link"><div>Switch between applications</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="select-application"><a href="#select-application" class="header-anchor">#</a> Select Application</h1> <p>After <a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/">logging</a> in to the environment, you will get the option to select the application you need to work with. Select one of the applications and you will be automatically redirected to the <strong>Application</strong>.</p> <h2 id="list-of-applications-after-login"><a href="#list-of-applications-after-login" class="header-anchor">#</a> List of applications after login</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/ListOfApplications.png" alt="List of applications"></p> <h2 id="switch-between-applications"><a href="#switch-between-applications" class="header-anchor">#</a> Switch between applications</h2> <p>If you need to switch between apps, you can use the <strong>App selector</strong>. Just click on Application Name and then a list of applications within your environment will be displayed.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/appSelector.png" alt="Switch between applications"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/select-application.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/#list-of-applications-after-login" class="anchor-link"><div>List of applications after login</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/select-application/#switch-between-applications" class="anchor-link"><div>Switch between applications</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="select-application"><a href="#select-application" class="header-anchor">#</a> Select Application</h1> <p>After <a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/">logging</a> in to the environment, you will get the option to select the application you need to work with. Select one of the applications and you will be automatically redirected to the <strong>Application</strong>.</p> <h2 id="list-of-applications-after-login"><a href="#list-of-applications-after-login" class="header-anchor">#</a> List of applications after login</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/ListOfApplications.png" alt="List of applications"></p> <h2 id="switch-between-applications"><a href="#switch-between-applications" class="header-anchor">#</a> Switch between applications</h2> <p>If you need to switch between apps, you can use the <strong>App selector</strong>. Just click on Application Name and then a list of applications within your environment will be displayed.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/appSelector.png" alt="Switch between applications"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/select-application.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/login-to-app/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Site map
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Site map
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="site-map"><a href="#site-map" class="header-anchor">#</a> Site map</h1> <p>For every app that is configured, we will have a separate site map defined for it. The sitemap is one of the most important components in the application. In the sitemap, we define what the resulting application should look like. So what forms, dashboards, views should be displayed to users or the appearance of the navigation menu. <a href="https://subscription.packtpub.com/book/application_development/9781788399784/1/ch01lvl1sec10/overview-of-the-site-map" target="_blank" rel="noopener noreferrer"><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p>Site map consists of three main components:</p> <ul><li>Area</li> <li>Group</li> <li>Subarea</li></ul> <h3 id="area"><a href="#area" class="header-anchor">#</a> <strong>Area</strong></h3> <p>Area can be defined as the main node or area inside the navigation pane that consists of groups and their corresponding subarea. A new area can be added or the existing area can be updated or deleted. If an area doesn't consist of any visible subarea, the area will be hidden.</p> <h3 id="group"><a href="#group" class="header-anchor">#</a> <strong>Group</strong></h3> <p>Groups can be defined as a collection or group of subareas. Just like an area, a new group can be added or an existing group can be updated or deleted.</p> <h3 id="subarea"><a href="#subarea" class="header-anchor">#</a> <strong>Subarea</strong></h3> <p>A subarea can be defined as a navigation link within the area that defines what should load inside CRM's main pane when clicked. The subarea can point to a dashboard, an entity, a URL, or a web resource. Just like area and group, a new subarea can be added and an existing subarea can be updated or deleted.</p> <p><strong>Sitemap structure</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/sitemap.png" alt="Site map"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/sitemap.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/navigation-menu/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="site-map"><a href="#site-map" class="header-anchor">#</a> Site map</h1> <p>For every app that is configured, we will have a separate site map defined for it. The sitemap is one of the most important components in the application. In the sitemap, we define what the resulting application should look like. So what forms, dashboards, views should be displayed to users or the appearance of the navigation menu. <a href="https://subscription.packtpub.com/book/application_development/9781788399784/1/ch01lvl1sec10/overview-of-the-site-map" target="_blank" rel="noopener noreferrer"><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <p>Site map consists of three main components:</p> <ul><li>Area</li> <li>Group</li> <li>Subarea</li></ul> <h3 id="area"><a href="#area" class="header-anchor">#</a> <strong>Area</strong></h3> <p>Area can be defined as the main node or area inside the navigation pane that consists of groups and their corresponding subarea. A new area can be added or the existing area can be updated or deleted. If an area doesn't consist of any visible subarea, the area will be hidden.</p> <h3 id="group"><a href="#group" class="header-anchor">#</a> <strong>Group</strong></h3> <p>Groups can be defined as a collection or group of subareas. Just like an area, a new group can be added or an existing group can be updated or deleted.</p> <h3 id="subarea"><a href="#subarea" class="header-anchor">#</a> <strong>Subarea</strong></h3> <p>A subarea can be defined as a navigation link within the area that defines what should load inside CRM's main pane when clicked. The subarea can point to a dashboard, an entity, a URL, or a web resource. Just like area and group, a new subarea can be added and an existing subarea can be updated or deleted.</p> <p><strong>Sitemap structure</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/sitemap.png" alt="Site map"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/sitemap.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/navigation-menu/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/user-guide/model-driven-apps/basic-app-elements/subgrid/index.html b/en/user-guide/model-driven-apps/basic-app-elements/subgrid/index.html
index 2aaec18ed..63ba715f1 100644
--- a/en/user-guide/model-driven-apps/basic-app-elements/subgrid/index.html
+++ b/en/user-guide/model-driven-apps/basic-app-elements/subgrid/index.html
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@@ -92,11 +92,11 @@
         Subgrid
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Subgrid
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="subgrid"><a href="#subgrid" class="header-anchor">#</a> Subgrid</h1> <p>Subgrid is view (list records) like that we already known from previous section (<a href="/en/user-guide/model-driven-apps/basic-app-elements/view/">View records</a>). Subgrid contains all related records in one place. With the subgrid you can perform the same actions such as sorting, filtering, etc.</p> <p><strong><em>Example:</em></strong> Account can have multiple contacts. To see them all on the form, we need subgrid.</p> <hr> <p><strong>Subgrid below shows all contacts that are assigned to account.</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/subgridContacts.png" alt="Subrid contacts"></p> <hr> <p><strong>You can edit/delete/activate/deactivate records by selecting particular record and hit one of the buttons.</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/subgridActions1.png" alt="Operation with subgrid 1"></p> <p><em>Dont worry,  is not deleted only relationship between account and contact will be gone</em>.</p> <hr> <p><strong>You can also create new records into subgrid or add existing records</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/subgridAddRecord.png" alt="Operation with subgrid 2"></p> <p>The record creation button displays the <strong>quick create form.</strong></p> <p>If you want to <strong>add an existing record</strong>, a list of records of the given type will appear on the right, where you can choose which records to assign. You can add more records at once. To find records, you can use <a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">lookup control</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/addExistingRecords.png" alt="Add existing records"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/subgrid.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="subgrid"><a href="#subgrid" class="header-anchor">#</a> Subgrid</h1> <p>Subgrid is view (list records) like that we already known from previous section (<a href="/en/user-guide/model-driven-apps/basic-app-elements/view/">View records</a>). Subgrid contains all related records in one place. With the subgrid you can perform the same actions such as sorting, filtering, etc.</p> <p><strong><em>Example:</em></strong> Account can have multiple contacts. To see them all on the form, we need subgrid.</p> <hr> <p><strong>Subgrid below shows all contacts that are assigned to account.</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/subgridContacts.png" alt="Subrid contacts"></p> <hr> <p><strong>You can edit/delete/activate/deactivate records by selecting particular record and hit one of the buttons.</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/subgridActions1.png" alt="Operation with subgrid 1"></p> <p><em>Dont worry,  is not deleted only relationship between account and contact will be gone</em>.</p> <hr> <p><strong>You can also create new records into subgrid or add existing records</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/subgridAddRecord.png" alt="Operation with subgrid 2"></p> <p>The record creation button displays the <strong>quick create form.</strong></p> <p>If you want to <strong>add an existing record</strong>, a list of records of the given type will appear on the right, where you can choose which records to assign. You can add more records at once. To find records, you can use <a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">lookup control</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/addExistingRecords.png" alt="Add existing records"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/subgrid.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Lookup control
       </a></span> <span class="next"><a href="/en/user-guide/model-driven-apps/basic-app-elements/text-editor/">
         Text editor
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     Tags
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/#add-a-tag" class="anchor-link"><div>Add a tag</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/#create-a-new-tag" class="anchor-link"><div>Create a new tag</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/#add-a-tag-from-suggestion-list" class="anchor-link"><div>Add a tag from suggestion list</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/#delete-a-tag" class="anchor-link"><div>Delete a tag</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="tags"><a href="#tags" class="header-anchor">#</a> Tags</h1> <p><strong>Tags</strong> describe information about record and make it easy to locate related records that have the same tag. In the example below, you can see the tags created for the contact.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Tag/tagPreview.png" alt="Tags"></p> <p>So now if we want to search for all records that contain blue eyes, just type in the search: <strong>blue eyes</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Tag/searchTag.png" alt="Search tag"></p> <h2 id="add-a-tag"><a href="#add-a-tag" class="header-anchor">#</a> Add a tag</h2> <p>You have 2 options for adding a tag. Either <strong>add it from the suggestion list</strong> that appears as you type or <strong>create a new tag</strong>. Both processes are described below.</p> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>To add <strong>tags</strong> to a new record, you must first save the record. Then you will be able to add tags.</p></div> <h3 id="create-a-new-tag"><a href="#create-a-new-tag" class="header-anchor">#</a> Create a new tag</h3> <p>One way to add a tag is to create a new tag. Just type the tag name and then press <strong>enter</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Tag/createTag.gif" alt="create tag"></p> <h3 id="add-a-tag-from-suggestion-list"><a href="#add-a-tag-from-suggestion-list" class="header-anchor">#</a> Add a tag from suggestion list</h3> <p>The second way to add a tag is to select it from the suggestion list. The suggestion list shows already created tags that are used on other records.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Tag/suggestionsTags.gif" alt="Add tag from suggestions"></p> <h2 id="delete-a-tag"><a href="#delete-a-tag" class="header-anchor">#</a> Delete a tag</h2> <p>To delete a tag, just click on the <img src="/.attachments/ModelDrivenAppUserGuide/Tag/trashIcon.png" alt="trash icon"> icon.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Tag/deleteTag.gif" alt="Delete tag"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/tag.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/text-editor/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/#add-a-tag" class="anchor-link"><div>Add a tag</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/#create-a-new-tag" class="anchor-link"><div>Create a new tag</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/#add-a-tag-from-suggestion-list" class="anchor-link"><div>Add a tag from suggestion list</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/#delete-a-tag" class="anchor-link"><div>Delete a tag</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="tags"><a href="#tags" class="header-anchor">#</a> Tags</h1> <p><strong>Tags</strong> describe information about record and make it easy to locate related records that have the same tag. In the example below, you can see the tags created for the contact.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Tag/tagPreview.png" alt="Tags"></p> <p>So now if we want to search for all records that contain blue eyes, just type in the search: <strong>blue eyes</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Tag/searchTag.png" alt="Search tag"></p> <h2 id="add-a-tag"><a href="#add-a-tag" class="header-anchor">#</a> Add a tag</h2> <p>You have 2 options for adding a tag. Either <strong>add it from the suggestion list</strong> that appears as you type or <strong>create a new tag</strong>. Both processes are described below.</p> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>To add <strong>tags</strong> to a new record, you must first save the record. Then you will be able to add tags.</p></div> <h3 id="create-a-new-tag"><a href="#create-a-new-tag" class="header-anchor">#</a> Create a new tag</h3> <p>One way to add a tag is to create a new tag. Just type the tag name and then press <strong>enter</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Tag/createTag.gif" alt="create tag"></p> <h3 id="add-a-tag-from-suggestion-list"><a href="#add-a-tag-from-suggestion-list" class="header-anchor">#</a> Add a tag from suggestion list</h3> <p>The second way to add a tag is to select it from the suggestion list. The suggestion list shows already created tags that are used on other records.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Tag/suggestionsTags.gif" alt="Add tag from suggestions"></p> <h2 id="delete-a-tag"><a href="#delete-a-tag" class="header-anchor">#</a> Delete a tag</h2> <p>To delete a tag, just click on the <img src="/.attachments/ModelDrivenAppUserGuide/Tag/trashIcon.png" alt="trash icon"> icon.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Tag/deleteTag.gif" alt="Delete tag"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/tag.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/text-editor/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Text editor
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     Text editor
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="text-editor"><a href="#text-editor" class="header-anchor">#</a> Text editor</h1> <p>The text editor light provides the ability to format text as in Word and similar text editors.</p> <p>Some of the format options available are:</p> <ul><li>Bold, italic, underline, and strikethrough</li> <li>Text color, highlight color</li> <li>Font type and size</li> <li>Numbered lists and bulleted lists</li> <li>Hyperlinks</li> <li>Tables</li> <li>Images</li></ul> <p><img src="/.attachments/ModelDrivenAppUserGuide/textEditor.png" alt="Text editor"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/text-editor.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/subgrid/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="text-editor"><a href="#text-editor" class="header-anchor">#</a> Text editor</h1> <p>The text editor light provides the ability to format text as in Word and similar text editors.</p> <p>Some of the format options available are:</p> <ul><li>Bold, italic, underline, and strikethrough</li> <li>Text color, highlight color</li> <li>Font type and size</li> <li>Numbered lists and bulleted lists</li> <li>Hyperlinks</li> <li>Tables</li> <li>Images</li></ul> <p><img src="/.attachments/ModelDrivenAppUserGuide/textEditor.png" alt="Text editor"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/text-editor.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/subgrid/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/user-guide/model-driven-apps/basic-app-elements/timeline/index.html b/en/user-guide/model-driven-apps/basic-app-elements/timeline/index.html
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@@ -96,11 +96,11 @@
 You can assign the activity to yourself, another team member, or to an entire team.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/closeActivity.png" alt="Close activity"> <strong>Close activity</strong><br>
 When closing an activity, you can choose whether it is completed or canceled.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/openActivityRecord.png" alt="Open activity record"> <strong>Open record</strong><br>
 The activity form opens.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/deleteActivity.png" alt="Delete activity"> <strong>Delete</strong><br>
-Delete activity.</p> <hr> <p><strong><em>Sample</em>:</strong> Timeline in opportunity form</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/timelineOpp.png" alt="Timeline in opportunity"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/timeline.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Delete activity.</p> <hr> <p><strong><em>Sample</em>:</strong> Timeline in opportunity form</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/timelineOpp.png" alt="Timeline in opportunity"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/timeline.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/user-guide/model-driven-apps/basic-app-elements/views/index.html b/en/user-guide/model-driven-apps/basic-app-elements/views/index.html
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 Enter text in the search field above the list to show only those records that contain your text.</p> <p><strong>8) Paging and filtering</strong><br>
 If the list contains more records than can be shown on one page, use the paging arrows at the bottom of the list to move forward and backward through the pages. Select a letter to show only those records whose names start with that letter.</p> <p><em>This feature does not apply to all views.</em></p> <p><strong>9) Command bar</strong><br>
 Use the commands in the command bar to operate on records in the list and perform related actions. Some commands (such as <em>Delete</em>) require that you first select one or more target records by placing a check mark in the leftmost column, while others operate on the entire list. You can export the list to an Excel workbook (possibly based on a template), open charts and dashboards, and more, depending on the type of records you are working with.</p> <p><strong>Important commands (buttons)</strong><br>
-List of buttons that you will use on a daily basis:</p> <p><strong>New</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/newButton.png" alt="Button New"></p> <p>After clicking on the New button, a form will open for you to create a new record of the given type. If we are in the Organizations group, a new account will be created.</p> <p><strong>Delete</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/deleteButton.png" alt="Button Delete"></p> <p>To delete a record, it needs to have at least one selected. In some cases, the delete button is removed to prevent the record from being deleted. It is better to deactivate the record.</p> <p><strong>Edit</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/editButton.png" alt="Button Edit"></p> <p>The button for editing will appear only after we select at least one record.</p> <p><strong>Activate/Deactivate</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/activateDeactivateButtons.png" alt="Button Activate/Deactivate"></p> <p>If you want to activate / deactivate a record, select the record and click on the button. It is better to deactivate records than to delete them.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/views.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/sitemap/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+List of buttons that you will use on a daily basis:</p> <p><strong>New</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/newButton.png" alt="Button New"></p> <p>After clicking on the New button, a form will open for you to create a new record of the given type. If we are in the Organizations group, a new account will be created.</p> <p><strong>Delete</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/deleteButton.png" alt="Button Delete"></p> <p>To delete a record, it needs to have at least one selected. In some cases, the delete button is removed to prevent the record from being deleted. It is better to deactivate the record.</p> <p><strong>Edit</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/editButton.png" alt="Button Edit"></p> <p>The button for editing will appear only after we select at least one record.</p> <p><strong>Activate/Deactivate</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/activateDeactivateButtons.png" alt="Button Activate/Deactivate"></p> <p>If you want to activate / deactivate a record, select the record and click on the button. It is better to deactivate records than to delete them.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/basic-app-elements/views.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/sitemap/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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diff --git a/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/index.html b/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/index.html
index f491bf90c..751f2d58c 100644
--- a/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/index.html
+++ b/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/index.html
@@ -19,7 +19,7 @@
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     Track and manage activities
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/#gain-insights-with-dashboards" class="anchor-link"><div>Gain insights with dashboards</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/#set-scheduled-follow-up-activity" class="anchor-link"><div>Set scheduled follow-up activity</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="track-and-manage-activities"><a href="#track-and-manage-activities" class="header-anchor">#</a> Track and manage activities</h1> <h2 id="gain-insights-with-dashboards"><a href="#gain-insights-with-dashboards" class="header-anchor">#</a> Gain insights with dashboards</h2> <p>In the <strong>Activities Overview</strong> there is an overview of activities within the entire contact management. Here you can find your open activities for this week, open overdue activities, etc.</p> <p><strong>My Open Activities for this Week</strong><br>
 Here you will find all your activities for this week before and after the due date.</p> <table><thead><tr><th style="text-align:center;">Thumb type</th> <th style="text-align:left;">Meaning</th></tr></thead> <tbody><tr><td style="text-align:center;"><img src="/.attachments/ModelDrivenAppUserGuide/thumbUp.png" alt="Thumb up"></td> <td style="text-align:left;">The activity is due</td></tr> <tr><td style="text-align:center;"><img src="/.attachments/ModelDrivenAppUserGuide/thumbDown.png" alt="Thumb down"></td> <td style="text-align:left;">The activity is overdue</td></tr></tbody></table> <p><img src="/.attachments/ModelDrivenAppUserGuide/openActivitiesForThisWeek.png" alt="My Open Activities for this Week"></p> <p><strong>My Open Overdue activities</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/overdueActivity.png" alt="My Open Overdue activities"></p> <p><strong>All open activities</strong><br>
-The graph shows overdue, planned, unplanned activities.<br> <img src="/.attachments/ModelDrivenAppUserGuide/allActivitiesGraph.png" alt="My Open Overdue activities"></p> <p>There are other tables on the activity dashboard such as My open unplanned activities, Active tasks blocked by me, etc.</p> <h2 id="set-scheduled-follow-up-activity"><a href="#set-scheduled-follow-up-activity" class="header-anchor">#</a> Set scheduled follow-up activity</h2> <p>If you are creating an activity from a timeline, the scheduled follow-up activity is set automatically by filling in the regarding field. However, if you create a new activity outside the timeline, you have the option to set an entry in the <strong>Regarding</strong> field.</p> <p>You can then see the upcoming activities in the <strong>Scheduled Follow-up section</strong> or in <strong>View</strong>.</p> <p>This functionality is currently only available in <strong>Sales application</strong> for accounts, opportunities and leads.</p> <p><em>Scheduled follow-up activity takes a while to load, try a refreshnut view or form.</em></p> <p><strong>Regarding field in activity form</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/regardingField.png" alt="Regarding field"></p> <p><strong>Scheduled Follow-up section</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/scheduledFollowupSection.png" alt="Scheduled follow-up section"></p> <p><strong>Scheduled Follow-up activity in view</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/scheduledFollowupView.png" alt="Scheduled Follow-up activity in view"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+The graph shows overdue, planned, unplanned activities.<br> <img src="/.attachments/ModelDrivenAppUserGuide/allActivitiesGraph.png" alt="My Open Overdue activities"></p> <p>There are other tables on the activity dashboard such as My open unplanned activities, Active tasks blocked by me, etc.</p> <h2 id="set-scheduled-follow-up-activity"><a href="#set-scheduled-follow-up-activity" class="header-anchor">#</a> Set scheduled follow-up activity</h2> <p>If you are creating an activity from a timeline, the scheduled follow-up activity is set automatically by filling in the regarding field. However, if you create a new activity outside the timeline, you have the option to set an entry in the <strong>Regarding</strong> field.</p> <p>You can then see the upcoming activities in the <strong>Scheduled Follow-up section</strong> or in <strong>View</strong>.</p> <p>This functionality is currently only available in <strong>Sales application</strong> for accounts, opportunities and leads.</p> <p><em>Scheduled follow-up activity takes a while to load, try a refreshnut view or form.</em></p> <p><strong>Regarding field in activity form</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/regardingField.png" alt="Regarding field"></p> <p><strong>Scheduled Follow-up section</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/scheduledFollowupSection.png" alt="Scheduled follow-up section"></p> <p><strong>Scheduled Follow-up activity in view</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/scheduledFollowupView.png" alt="Scheduled Follow-up activity in view"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#list-of-all-accounts" class="anchor-link"><div>List of all accounts</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#create-a-new-account" class="anchor-link"><div>Create a new account</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#select-account-name" class="anchor-link"><div>Select account name</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#select-primary-contact" class="anchor-link"><div>Select primary contact</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#set-seat-and-mail-address" class="anchor-link"><div>Set seat and mail address</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#history-and-activities" class="anchor-link"><div>History and activities</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#contacts-associated-with-account" class="anchor-link"><div>Contacts associated with account</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#economic-classification" class="anchor-link"><div>Economic classification</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#deactivate-account" class="anchor-link"><div>Deactivate account</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="use-accounts-to-manage-customer-companies"><a href="#use-accounts-to-manage-customer-companies" class="header-anchor">#</a> Use accounts to manage customer companies</h1> <p>Accounts are the organizations you work with within the application. They can also be partner companies or suppliers. If you use accounts, you'll usually also set up at least one contact for each of them, these contacts usually represent employees at the company.</p> <h2 id="list-of-all-accounts"><a href="#list-of-all-accounts" class="header-anchor">#</a> List of all accounts</h2> <p>You can view all created accounts in the application. To view them, just go to the <strong>Organizations</strong> group and you will see a view with accounts. In addition, the <strong>Organizations</strong> group is divided into customers, partners, suppliers for a better overview. If you don't know what views are, take a look at this page: <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">View records</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/accountsView.png" alt="Accounts view"></p> <h2 id="create-a-new-account"><a href="#create-a-new-account" class="header-anchor">#</a> Create a new account</h2> <p>A new account will be created using the form. If you don't know what forms are, check out this page: <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">Forms</a>.</p> <p>Let's create a new account:</p> <ol><li>Go to <strong>Accounts</strong> and select <strong>New</strong> in the command bar.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/accountNewButton.png" alt="Open account form"></p> <ol start="2"><li>The Account form opens.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/accountForm.png" alt="Account form"></p> <ol start="3"><li>Fill in the form.</li></ol> <p>There are many fields in the form that can be filled out. Not all fields and tabs are available immediately after opening the form, but only after saving the form.</p> <p>The form header contains the <strong>owner</strong> of the account, <strong>annual revenue</strong> and the <strong>number of employees</strong> within the account.</p> <p>The fields described in the tables below are divided by section.</p> <p><strong>Account information</strong></p> <table><thead><tr><th style="text-align:left;">Field</th> <th style="text-align:left;">Description</th> <th style="text-align:left;">Example</th></tr></thead> <tbody><tr><td style="text-align:left;">Internal ID</td> <td style="text-align:left;">Automatically generated id after saving the account.</td> <td style="text-align:left;">ORG00001</td></tr> <tr><td style="text-align:left;">Account Name</td> <td style="text-align:left;">The account name can be found by selecting the country and entering the name. This field is <strong>required</strong>. <a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#select-account-name">How to select account name</a></td> <td style="text-align:left;"></td></tr> <tr><td style="text-align:left;">Parent Account</td> <td style="text-align:left;">Parent account associated with account. You can select an existing company with <a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">lookup control</a> or create a new one via forms or <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form/">quickcreate form</a>.</td> <td style="text-align:left;"></td></tr> <tr><td style="text-align:left;">Relationship Type</td> <td style="text-align:left;">Type of relationship with the organization. This field is <strong>required</strong> and you must select at least one relationship type.</td> <td style="text-align:left;">Customer/Partner/Supplier/Prospect/Indirect Cutomer/Other</td></tr> <tr><td style="text-align:left;">Rating</td> <td style="text-align:left;">Subjective rating of the account. More green stars means a higher rating.</td> <td style="text-align:left;"><img src="/.attachments/ModelDrivenAppUserGuide/rating.png" alt="Rating"></td></tr> <tr><td style="text-align:left;">Email</td> <td style="text-align:left;">Account(company) email.</td> <td style="text-align:left;">hello@networg.com</td></tr> <tr><td style="text-align:left;">Main Phone</td> <td style="text-align:left;">Company phone number.</td> <td style="text-align:left;"></td></tr> <tr><td style="text-align:left;">Description</td> <td style="text-align:left;">Brief description of the company.</td> <td style="text-align:left;">A company with good manners and the ability to repay.</td></tr></tbody></table> <p><strong>Government information</strong></p> <table><thead><tr><th style="text-align:left;">Field</th> <th style="text-align:left;">Description</th> <th style="text-align:left;">Example</th></tr></thead> <tbody><tr><td style="text-align:left;">National Identification Number</td> <td style="text-align:left;">National identification number of account. This field is filled in automatically when account name is selected.</td> <td style="text-align:left;">34114050</td></tr> <tr><td style="text-align:left;">Tax Identification Number</td> <td style="text-align:left;">A Tax Identification Number (TIN) is a nine-digit number used as a tracking number.</td> <td style="text-align:left;"></td></tr> <tr><td style="text-align:left;">VAT Registration Status</td> <td style="text-align:left;">VAT Registration Status tells us whether the account is a reliable payer or an unreliable payer.</td> <td style="text-align:left;">Reliable payer/Unreliable payer/Not found</td></tr></tbody></table> <p><strong>Selecting the country and entering the name</strong></p> <ol start="4"><li>Save the form using the <strong>Save</strong> button.</li></ol> <h2 id="select-account-name"><a href="#select-account-name" class="header-anchor">#</a> Select account name</h2> <p>When you select an account, you set the country in which the account is located and the account name.</p> <p><strong>Select country</strong><br>
 When selecting a country, you can enter a country abbreviation or select from a list of countries.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/chooseCountry.gif" alt="Select country"></p> <p><strong>Select account</strong><br>
 To select an account, just type in the name and you'll see the search results.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/selectAccount.gif" alt="Select account"></p> <h2 id="select-primary-contact"><a href="#select-primary-contact" class="header-anchor">#</a> Select primary contact</h2> <p>On the form in the <strong>PRIMARY CONTACT</strong> section, set the main contact with whom you most often communicate within the company.</p> <p>You can select an existing contact with <a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">lookup control</a> or create a new one via <a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/" aria-current="page" class="router-link-exact-active router-link-active">forms</a> or <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form">quickcreate form</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/accountPrimaryContact.png" alt="Primary contact"></p> <h2 id="set-seat-and-mail-address"><a href="#set-seat-and-mail-address" class="header-anchor">#</a> Set seat and mail address</h2> <p>Seat and mail address is automatically filled in after <a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#select-account-name">selecting the account name</a>. Addresses can be edited or added as shown on this <a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#set-contact-address">page</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/seatAddress.png" alt="Seat Address"></p> <h2 id="history-and-activities"><a href="#history-and-activities" class="header-anchor">#</a> History and activities</h2> <p>In the <strong>History and Activities</strong> tab you will find the timeline. The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record. This functionality is available only after saving a new account. More information <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/accountTimeline.png" alt="History and activities"></p> <h2 id="contacts-associated-with-account"><a href="#contacts-associated-with-account" class="header-anchor">#</a> Contacts associated with account</h2> <p>In the <strong>Contact</strong> tab you can find all contacts that are assigned to the account. You can add new or delete old contacts. In the Contact tab you can find all contacts that are assigned to the account. You can add new or delete old contacts. This functionality is available only after saving a new account. If you don't know how to use the buttons at subgrid, see <a href="/en/user-guide/model-driven-apps/basic-app-elements/subgrid/">Subgrid</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/accountContacts.png" alt="Contact associated with account"></p> <h2 id="economic-classification"><a href="#economic-classification" class="header-anchor">#</a> Economic classification</h2> <p>Economic classification classifies companies, organizations and traders into industrial groupings based on similar production processes, similar products, or similar behavior in financial markets.</p> <p>You can select from existing economic classifications or create a new economic classification.</p> <p><strong>Create a new economic classification</strong></p> <ol><li>In the subgrid, press <strong>Add Existing Classification</strong>.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/economicClass.png" alt="Create a new economic classification"></p> <ol start="2"><li><p>In the quick create form, select the <strong>New record</strong> and then select the <strong>Classification of Economic Activities</strong> type.</p></li> <li><p>You will be notified that you are leaving the form. Press <strong>OK</strong> and then enter the name of the classification in the form.</p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/classificationForm.png" alt="Create a new economic classification"></p> <ol start="4"><li><p>Press <strong>Save &amp; Close</strong> in command bar.
-You will be redirected back to the account form and now when you press the <strong>Add Existing Classification</strong> button, you will see the classifications you have created in the list.</p></li> <li><p>Select a classification and add it to the account.</p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/addClass.png" alt="Create a new economic classification"></p> <h2 id="deactivate-account"><a href="#deactivate-account" class="header-anchor">#</a> Deactivate account</h2> <p>You deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.</p> <p>When a deactivated contact becomes inactive, it cannot be edited. However, it can still be used to establish new relationships with other records. All relationships created with the deactivated item are still available.</p> <ol><li>To deactivate an account, press the <strong>Deactivate</strong> button and confirm it in the dialog.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/deactivateAccount.png" alt="Create a new economic classification"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+You will be redirected back to the account form and now when you press the <strong>Add Existing Classification</strong> button, you will see the classifications you have created in the list.</p></li> <li><p>Select a classification and add it to the account.</p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/addClass.png" alt="Create a new economic classification"></p> <h2 id="deactivate-account"><a href="#deactivate-account" class="header-anchor">#</a> Deactivate account</h2> <p>You deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.</p> <p>When a deactivated contact becomes inactive, it cannot be edited. However, it can still be used to establish new relationships with other records. All relationships created with the deactivated item are still available.</p> <ol><li>To deactivate an account, press the <strong>Deactivate</strong> button and confirm it in the dialog.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/deactivateAccount.png" alt="Create a new economic classification"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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     Use contacts to manage customer people
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#who-is-the-contact" class="anchor-link"><div>Who is the contact?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#list-of-all-contacts" class="anchor-link"><div>List of all contacts</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#create-a-new-contact" class="anchor-link"><div>Create a new contact</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#set-contact-address" class="anchor-link"><div>Set contact address</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#take-personal-notes" class="anchor-link"><div>Take personal notes</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#history-and-activities" class="anchor-link"><div>History and activities</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#consents" class="anchor-link"><div>Consents</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts/#deactivate-contact" class="anchor-link"><div>Deactivate contact</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="use-contacts-to-manage-customer-people"><a href="#use-contacts-to-manage-customer-people" class="header-anchor">#</a> Use contacts to manage customer people</h1> <h2 id="who-is-the-contact"><a href="#who-is-the-contact" class="header-anchor">#</a> Who is the contact?</h2> <p>Most of your contacts will represent customers or potential customers, but you might also include partners or suppliers among your contacts, especially for events where you'll also typically include speakers, vendors, and sponsors in your contacts database.</p> <h2 id="list-of-all-contacts"><a href="#list-of-all-contacts" class="header-anchor">#</a> List of all contacts</h2> <p>You can view all created contacts in the application. To view them, just go to the <strong>Contacts</strong> group and you will see a view with contacts. If you don't know what views are, take a look at this page: <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">View records</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/contactsView.png" alt="Contact view"></p> <h2 id="create-a-new-contact"><a href="#create-a-new-contact" class="header-anchor">#</a> Create a new contact</h2> <p>A new contact will be created using the form. If you don't know what forms are, check out this page: <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">Forms</a>.</p> <p>Let's create a new contact:</p> <ol><li>Go to <strong>Contacts</strong> and select <strong>New</strong> in the command bar.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/contactsCreateNew.png" alt="Create new contact"></p> <ol start="2"><li>The Contact form opens.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/contactForm.png" alt="Contact form"></p> <ol start="3"><li>Fill in the form.</li></ol> <p>There are many fields in the form that can be filled out. Not all fields and tabs are available immediately after opening the form, but only after saving the form.</p> <p>In the header of the form is the <strong>Owner</strong> of the contact and the <strong>Status</strong> of the contact, whether the contact is <strong>Active</strong> or <strong>Inactive</strong>.</p> <p>The fields described in the tables below are divided by section.</p> <p><strong>Contact information</strong></p> <table><thead><tr><th style="text-align:left;">Field</th> <th style="text-align:left;">Description</th> <th style="text-align:left;">Example</th></tr></thead> <tbody><tr><td style="text-align:left;">Gender</td> <td style="text-align:left;">Gender of contact.</td> <td style="text-align:left;">Male or Female</td></tr> <tr><td style="text-align:left;">Salutation</td> <td style="text-align:left;">Greeting expression for contact.</td> <td style="text-align:left;">Mr./Mrs./Ms./Professor etc.</td></tr> <tr><td style="text-align:left;">Title</td> <td style="text-align:left;">Word that is used before someone's name, stating their social rank.</td> <td style="text-align:left;">Ing./Mgr./BC. etc.</td></tr> <tr><td style="text-align:left;">First Name</td> <td style="text-align:left;">Personal name given to someone at birth.</td> <td style="text-align:left;">John/Eric/Giannis</td></tr> <tr><td style="text-align:left;">Last Name</td> <td style="text-align:left;">Contact last name. This field is <strong>required</strong>.</td> <td style="text-align:left;">Doe/Gagarin/Cartman</td></tr> <tr><td style="text-align:left;">Suffix</td> <td style="text-align:left;">Textual suffix that may be added to the end of a person's name.</td> <td style="text-align:left;">OBE/MBE/BSC/JP etc.</td></tr> <tr><td style="text-align:left;">Rating</td> <td style="text-align:left;">Subjective rating of the contact. More green stars means a higher rating</td> <td style="text-align:left;"><img src="/.attachments/ModelDrivenAppUserGuide/rating.png" alt="Rating"></td></tr></tbody></table> <p><strong>Account information</strong></p> <table><thead><tr><th style="text-align:left;">Field</th> <th style="text-align:left;">Description</th> <th style="text-align:left;">Example</th></tr></thead> <tbody><tr><td style="text-align:left;">Company Name</td> <td style="text-align:left;">The name of the company (account) for which the contact works. You can select an existing company with <a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">lookup control</a>  or create a new one via <a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#create-a-new-account">forms</a> or <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form">quickcreate form</a>.</td> <td style="text-align:left;"></td></tr> <tr><td style="text-align:left;">Job Title</td> <td style="text-align:left;">A title that describes someone's job or position.</td> <td style="text-align:left;">accountant/programmer/social media specialist etc.</td></tr> <tr><td style="text-align:left;">Department</td> <td style="text-align:left;">A part of an organization.</td> <td style="text-align:left;">business/school/government etc.</td></tr> <tr><td style="text-align:left;">C-level</td> <td style="text-align:left;">C-level, also called the C-suite, is a term used to describe high-ranking executive titles in an organization.</td> <td style="text-align:left;">from C-0 to C-6</td></tr> <tr><td style="text-align:left;">Superior</td> <td style="text-align:left;">Superior person associated with the contact. You can select an existing contact or create a new one.</td> <td style="text-align:left;"></td></tr></tbody></table> <p><strong>Method of contact</strong></p> <table><thead><tr><th style="text-align:left;">Field</th> <th style="text-align:left;">Description</th> <th style="text-align:left;">Example</th></tr></thead> <tbody><tr><td style="text-align:left;">Preferred Method of Contact</td> <td style="text-align:left;">Preferred method of communication with the contact.</td> <td style="text-align:left;">Any/Email/Fax/Phone/Mail</td></tr> <tr><td style="text-align:left;">Business Email</td> <td style="text-align:left;">Business email address is simply an email used specifically for your organization.</td> <td style="text-align:left;">eric.cartmen@organization_name.com</td></tr> <tr><td style="text-align:left;">Personal Email</td> <td style="text-align:left;">Personal contact email.</td> <td style="text-align:left;">eric.cartman@gmail.com</td></tr> <tr><td style="text-align:left;">Mobile Phone</td> <td style="text-align:left;">Personal phone number</td> <td style="text-align:left;"></td></tr> <tr><td style="text-align:left;">Company Phone</td> <td style="text-align:left;">Company phone number.</td> <td style="text-align:left;"></td></tr></tbody></table> <ol start="4"><li>Save the form using the <strong>Save</strong> button.</li></ol> <h2 id="set-contact-address"><a href="#set-contact-address" class="header-anchor">#</a> Set contact address</h2> <p>In the <strong>ADDRESS</strong> section, you can set the contact's address. The address can be set by pressing the <strong>+</strong> button. This functionality is only available after saving a new contact.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/addressSection.png" alt="Address section"></p> <p>Pressing the + button opens a quick-create form where you can enter an address by entering it and then select your exact location by selecting it on the map on the <strong>Map</strong> tab.</p> <p><strong>Set address by typing</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/setAddressByTyping.png" alt="Set address by typing"></p> <p><strong>Select your exact location by selecting it on the map</strong><br>
 With the <strong>scroll wheel</strong> you zoom in and out on the map.<br>
-Hold the left button to move around the map.<br> <img src="/.attachments/ModelDrivenAppUserGuide/setAddressMap.gif" alt="Set the address by selecting on the map"></p> <p>You can also select the <strong>type of address</strong> or write <strong>delivery instructions</strong> for the address.</p> <p>After saving and returning to the form, the full address will be displayed in the section. You can <strong>edit</strong> the address or <strong>delete</strong> it with the buttons next to the box.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/addressSectionWithData.png" alt="Address section with data"></p> <h2 id="take-personal-notes"><a href="#take-personal-notes" class="header-anchor">#</a> Take personal notes</h2> <p>If you have any personal notes about the contact, you can write them in personal notes.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/personalNotes.png" alt="Personal notes"></p> <h2 id="history-and-activities"><a href="#history-and-activities" class="header-anchor">#</a> History and activities</h2> <p>In the history and activities tab you will find the timeline. The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record. More information <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/contactTimeline.png" alt="Contact timeline"></p> <h2 id="consents"><a href="#consents" class="header-anchor">#</a> Consents</h2> <p>On the <strong>Consents</strong> tab, you can see the consents granted to you, for example, for sending offers or newsletters and the validity dates of the given consents or the preferred or permitted methods of contacting you.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/consents.png" alt="Consents"></p> <h2 id="deactivate-contact"><a href="#deactivate-contact" class="header-anchor">#</a> Deactivate contact</h2> <p>You deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.</p> <p>When a deactivated contact becomes inactive, it cannot be edited. However, it can still be used to establish new relationships with other records. All relationships created with the deactivated item are still available.</p> <ol><li>To deactivate a contact, press the <strong>Deactivate</strong> button and confirm it in the dialog.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/deactivateContact.png" alt="Deactivate contact"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/export-excel/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Hold the left button to move around the map.<br> <img src="/.attachments/ModelDrivenAppUserGuide/setAddressMap.gif" alt="Set the address by selecting on the map"></p> <p>You can also select the <strong>type of address</strong> or write <strong>delivery instructions</strong> for the address.</p> <p>After saving and returning to the form, the full address will be displayed in the section. You can <strong>edit</strong> the address or <strong>delete</strong> it with the buttons next to the box.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/addressSectionWithData.png" alt="Address section with data"></p> <h2 id="take-personal-notes"><a href="#take-personal-notes" class="header-anchor">#</a> Take personal notes</h2> <p>If you have any personal notes about the contact, you can write them in personal notes.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/personalNotes.png" alt="Personal notes"></p> <h2 id="history-and-activities"><a href="#history-and-activities" class="header-anchor">#</a> History and activities</h2> <p>In the history and activities tab you will find the timeline. The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record. More information <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/contactTimeline.png" alt="Contact timeline"></p> <h2 id="consents"><a href="#consents" class="header-anchor">#</a> Consents</h2> <p>On the <strong>Consents</strong> tab, you can see the consents granted to you, for example, for sending offers or newsletters and the validity dates of the given consents or the preferred or permitted methods of contacting you.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/consents.png" alt="Consents"></p> <h2 id="deactivate-contact"><a href="#deactivate-contact" class="header-anchor">#</a> Deactivate contact</h2> <p>You deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.</p> <p>When a deactivated contact becomes inactive, it cannot be edited. However, it can still be used to establish new relationships with other records. All relationships created with the deactivated item are still available.</p> <ol><li>To deactivate a contact, press the <strong>Deactivate</strong> button and confirm it in the dialog.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/deactivateContact.png" alt="Deactivate contact"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contact-management/use-contacts.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/basic-app-elements/export-excel/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -90,11 +90,11 @@
         Add historical contract
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Add historical contract
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-historical-contract/#how-to-create-a-valid-contract" class="anchor-link"><div>How to create a valid contract</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="add-historical-contract"><a href="#add-historical-contract" class="header-anchor">#</a> Add historical contract</h1> <p>Do you have any valid ongoing contracts that you want to add to your system, and you don't want to put it through the approval process to make it valid? Adding a historical contract is what you are looking for.</p> <p>You can create valid contracts using this function and even specify your own <strong>Internal ID</strong> instead of using the one from autonumbering.</p> <h2 id="how-to-create-a-valid-contract"><a href="#how-to-create-a-valid-contract" class="header-anchor">#</a> How to create a valid contract</h2> <ol><li>Navigate to the <strong>Contracts</strong> group.</li> <li>Click the <strong>Add Historical Contract</strong> button.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-1.png" alt="Add Historical Contract Button"></p> <p>A dialog will pop up.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-2.png" alt="Add Historical Contract Dialog"></p> <ol start="3"><li>Fill in contract attributes.</li></ol> <p>All attributes but <strong>Internal ID</strong> are mandatory. If you want to specify your own <strong>Internal ID</strong>, write it in. If it is empty, a number from autonumbering will be filled in.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-3.png" alt="Filled Dialog"></p> <ol start="4"><li>Click the <strong>Confirm</strong> button.</li></ol> <p>The created contract will appear in the contract views.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-5.png" alt="Contract Views"></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-4.png" alt="Historical Contract Record"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/add-historical-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/terminate-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-historical-contract/#how-to-create-a-valid-contract" class="anchor-link"><div>How to create a valid contract</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="add-historical-contract"><a href="#add-historical-contract" class="header-anchor">#</a> Add historical contract</h1> <p>Do you have any valid ongoing contracts that you want to add to your system, and you don't want to put it through the approval process to make it valid? Adding a historical contract is what you are looking for.</p> <p>You can create valid contracts using this function and even specify your own <strong>Internal ID</strong> instead of using the one from autonumbering.</p> <h2 id="how-to-create-a-valid-contract"><a href="#how-to-create-a-valid-contract" class="header-anchor">#</a> How to create a valid contract</h2> <ol><li>Navigate to the <strong>Contracts</strong> group.</li> <li>Click the <strong>Add Historical Contract</strong> button.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-1.png" alt="Add Historical Contract Button"></p> <p>A dialog will pop up.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-2.png" alt="Add Historical Contract Dialog"></p> <ol start="3"><li>Fill in contract attributes.</li></ol> <p>All attributes but <strong>Internal ID</strong> are mandatory. If you want to specify your own <strong>Internal ID</strong>, write it in. If it is empty, a number from autonumbering will be filled in.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-3.png" alt="Filled Dialog"></p> <ol start="4"><li>Click the <strong>Confirm</strong> button.</li></ol> <p>The created contract will appear in the contract views.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-5.png" alt="Contract Views"></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-historical-contract-4.png" alt="Historical Contract Record"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/add-historical-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/terminate-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Terminate contract
       </a></span> <span class="next"><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/">
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index f102a530c..275fb8a09 100644
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@@ -90,11 +90,11 @@
         Add review comment
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Add review comment
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/#notifications" class="anchor-link"><div>Notifications</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/#task" class="anchor-link"><div>Task</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/#email" class="anchor-link"><div>Email</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/#add-comment-from-the-app" class="anchor-link"><div>Add comment from the app</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/#add-comment-from-adaptive-card" class="anchor-link"><div>Add comment from adaptive card</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="add-review-comment"><a href="#add-review-comment" class="header-anchor">#</a> Add review comment</h1> <p>When you are recognized by the system as one of the contract reviewers, you'll be notified via a task and an email. After you read the contract, you have two options how you can respond either from the app or from the email:</p> <ol><li>Create comments and respond that you've commented on the contract</li> <li>Respond that you haven't created any comments</li></ol> <h2 id="notifications"><a href="#notifications" class="header-anchor">#</a> Notifications</h2> <h3 id="task"><a href="#task" class="header-anchor">#</a> Task</h3> <p>When you are requested to comment on some contract, you'll be assigned a task regarding the contract. You can find it for example in the dashboard. You will find more about it right here: <a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/">Tasks during contract processes</a>.</p> <h3 id="email"><a href="#email" class="header-anchor">#</a> Email</h3> <p>You'll receive an email notification once the review starts. The notification contains basic information about the contract and a link to an adaptive card that will be described lower.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-1.png" alt="Email Notification"></p> <p>When you click the link in the email, the adaptive card will pop up. You'll find there instructions and information about the contract. Using the buttons, you can open the contract record in the app, open the document for review in SharePoint or respond back.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-2.png" alt="Adaptive Card"></p> <h2 id="add-comment-from-the-app"><a href="#add-comment-from-the-app" class="header-anchor">#</a> Add comment from the app</h2> <ol><li>Open the task for contract review and go to prepared review comment record through <strong>Regarding</strong> attribute.</li></ol> <p>Here you will later finish the task, but first, you need to get to the document.</p> <ol start="2"><li>Navigate to the contract through the record header.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-3.png" alt="Review Comment Header"></p> <ol start="2"><li>Read the contract.</li></ol> <p>In the middle of the contract form, there is the <strong>Attachments</strong> section where you'll find documents for review.</p> <ol start="3"><li>Navigate back using the <strong>Go Back Arrow</strong> or go to the <strong>Review Comments</strong> tab. Choose the <strong>My Comments</strong> view and find there a record created for your comment and open it.</li></ol> <p>Look for records with the highest <strong>Review Round</strong> and <strong>Status Reason</strong> equal <strong>Active</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-4.png" alt="Go Back To Review Comment"></p> <ol start="4"><li>Fill in the review comment.</li></ol> <p>If you want to comment on the contract, switch the <strong>Comment</strong> toggle to <strong>Yes</strong> and fill the text area below.</p> <p>If you don't want to comment on the contract, leave the <strong>Comment</strong> toggle as <strong>No</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-5.png" alt="Review Comment"></p> <ol start="5"><li>Save the review comment.</li></ol> <div class="custom-block warning"><p class="custom-block-title">Warning</p> <p>Once you save the contract, the process will continue so you cannot change your response in any way.</p></div> <h2 id="add-comment-from-adaptive-card"><a href="#add-comment-from-adaptive-card" class="header-anchor">#</a> Add comment from adaptive card</h2> <ol><li>Go to the email notification.</li> <li>Click the link and the adaptive card will open up.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-2.png" alt="Adaptive Card"></p> <ol start="3"><li>Use the button <strong>Contract</strong> to open the document in SharePoint and read it.</li> <li>Respond using the adaptive card.</li></ol> <p>If you want to comment on the contract, write down the comment in the <strong>Write review</strong> box and hit the <strong>Review</strong> button.</p> <p>If you don't want to comment on the contract, hit the <strong>Don't Review</strong> contract.</p> <div class="custom-block warning"><p class="custom-block-title">Warning</p> <p>Once you respond to the adaptive card, the process will continue so you cannot change your response in any way.</p></div> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-6.png" alt="Responded Adaptive Card"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/add-review-comment.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/#notifications" class="anchor-link"><div>Notifications</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/#task" class="anchor-link"><div>Task</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/#email" class="anchor-link"><div>Email</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/#add-comment-from-the-app" class="anchor-link"><div>Add comment from the app</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/#add-comment-from-adaptive-card" class="anchor-link"><div>Add comment from adaptive card</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="add-review-comment"><a href="#add-review-comment" class="header-anchor">#</a> Add review comment</h1> <p>When you are recognized by the system as one of the contract reviewers, you'll be notified via a task and an email. After you read the contract, you have two options how you can respond either from the app or from the email:</p> <ol><li>Create comments and respond that you've commented on the contract</li> <li>Respond that you haven't created any comments</li></ol> <h2 id="notifications"><a href="#notifications" class="header-anchor">#</a> Notifications</h2> <h3 id="task"><a href="#task" class="header-anchor">#</a> Task</h3> <p>When you are requested to comment on some contract, you'll be assigned a task regarding the contract. You can find it for example in the dashboard. You will find more about it right here: <a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/">Tasks during contract processes</a>.</p> <h3 id="email"><a href="#email" class="header-anchor">#</a> Email</h3> <p>You'll receive an email notification once the review starts. The notification contains basic information about the contract and a link to an adaptive card that will be described lower.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-1.png" alt="Email Notification"></p> <p>When you click the link in the email, the adaptive card will pop up. You'll find there instructions and information about the contract. Using the buttons, you can open the contract record in the app, open the document for review in SharePoint or respond back.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-2.png" alt="Adaptive Card"></p> <h2 id="add-comment-from-the-app"><a href="#add-comment-from-the-app" class="header-anchor">#</a> Add comment from the app</h2> <ol><li>Open the task for contract review and go to prepared review comment record through <strong>Regarding</strong> attribute.</li></ol> <p>Here you will later finish the task, but first, you need to get to the document.</p> <ol start="2"><li>Navigate to the contract through the record header.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-3.png" alt="Review Comment Header"></p> <ol start="2"><li>Read the contract.</li></ol> <p>In the middle of the contract form, there is the <strong>Attachments</strong> section where you'll find documents for review.</p> <ol start="3"><li>Navigate back using the <strong>Go Back Arrow</strong> or go to the <strong>Review Comments</strong> tab. Choose the <strong>My Comments</strong> view and find there a record created for your comment and open it.</li></ol> <p>Look for records with the highest <strong>Review Round</strong> and <strong>Status Reason</strong> equal <strong>Active</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-4.png" alt="Go Back To Review Comment"></p> <ol start="4"><li>Fill in the review comment.</li></ol> <p>If you want to comment on the contract, switch the <strong>Comment</strong> toggle to <strong>Yes</strong> and fill the text area below.</p> <p>If you don't want to comment on the contract, leave the <strong>Comment</strong> toggle as <strong>No</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-5.png" alt="Review Comment"></p> <ol start="5"><li>Save the review comment.</li></ol> <div class="custom-block warning"><p class="custom-block-title">Warning</p> <p>Once you save the contract, the process will continue so you cannot change your response in any way.</p></div> <h2 id="add-comment-from-adaptive-card"><a href="#add-comment-from-adaptive-card" class="header-anchor">#</a> Add comment from adaptive card</h2> <ol><li>Go to the email notification.</li> <li>Click the link and the adaptive card will open up.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-2.png" alt="Adaptive Card"></p> <ol start="3"><li>Use the button <strong>Contract</strong> to open the document in SharePoint and read it.</li> <li>Respond using the adaptive card.</li></ol> <p>If you want to comment on the contract, write down the comment in the <strong>Write review</strong> box and hit the <strong>Review</strong> button.</p> <p>If you don't want to comment on the contract, hit the <strong>Don't Review</strong> contract.</p> <div class="custom-block warning"><p class="custom-block-title">Warning</p> <p>Once you respond to the adaptive card, the process will continue so you cannot change your response in any way.</p></div> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/add-review-comment-6.png" alt="Responded Adaptive Card"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/add-review-comment.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Amend valid contract
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Amend valid contract
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract/#create-an-amendment" class="anchor-link"><div>Create an amendment</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract/#see-all-original-contract-amendments" class="anchor-link"><div>See all original contract amendments</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract/#amend-an-existing-amendment" class="anchor-link"><div>Amend an existing amendment</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="amend-valid-contract"><a href="#amend-valid-contract" class="header-anchor">#</a> Amend valid contract</h1> <p>Amendments are for modificating, correcting, deleting from, or adding to existing contracts.</p> <p>We have a simple solution so you can comfortably create new amendments to an existing contract using one button. Amendments are tracked as type <strong>Amendment</strong> whether their parent contracts have type <strong>Original contract</strong>. You'll find all amendments on the parent contract in the <strong>Amendments</strong> tab.</p> <div class="custom-block tip"><p class="custom-block-title">Note</p> <p>You can amend only contracts with status reason <strong>Valid</strong>.</p></div> <h2 id="create-an-amendment"><a href="#create-an-amendment" class="header-anchor">#</a> Create an amendment</h2> <ol><li>Navigate to the valid contract you want to amend.</li></ol> <div class="custom-block tip"><p class="custom-block-title">Note</p> <p>A contract becomes valid after it is signed by a counterparty: <a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#mark-contract-as-signed">Mark contract as signed</a>.</p></div> <ol start="2"><li>Click the <strong>Create Amendment</strong> button.</li></ol> <p>On the top of the form, there is a ribbon where you'll find a button called <strong>Create Amendment</strong> if the contract is <strong>Valid</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/amend-valid-contract-1.png" alt="Create Amendment Button"></p> <p>A background process will take care of the rest. After it finishes, it'll navigate you to the new amendment.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/amend-valid-contract-2.png" alt="New Amendment"></p> <ol start="3"><li>New amendment.</li></ol> <p>After the new amendment form opens you can notice that the basic information is identical to its parent. Only attributes <strong>Document Type</strong> and <strong>Parent Contract</strong> are different. <strong>Document Type</strong> is <strong>Amendment</strong> and <strong>Parent Contract</strong> refers to the original contract.</p> <h2 id="see-all-original-contract-amendments"><a href="#see-all-original-contract-amendments" class="header-anchor">#</a> See all original contract amendments</h2> <ol><li>Navigate to the original contract.</li> <li>Choose the <strong>Amendments</strong> tab.</li></ol> <p>All amendments related to this original contract are here.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/amend-valid-contract-3.png" alt="All Related Amendments"></p> <h2 id="amend-an-existing-amendment"><a href="#amend-an-existing-amendment" class="header-anchor">#</a> Amend an existing amendment</h2> <p>Amending an amendment works the same as amending a valid contract. The amendment has to be <strong>Valid</strong> and it is done using the <strong>Create Amendment</strong> button.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract/#create-an-amendment" class="anchor-link"><div>Create an amendment</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract/#see-all-original-contract-amendments" class="anchor-link"><div>See all original contract amendments</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract/#amend-an-existing-amendment" class="anchor-link"><div>Amend an existing amendment</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="amend-valid-contract"><a href="#amend-valid-contract" class="header-anchor">#</a> Amend valid contract</h1> <p>Amendments are for modificating, correcting, deleting from, or adding to existing contracts.</p> <p>We have a simple solution so you can comfortably create new amendments to an existing contract using one button. Amendments are tracked as type <strong>Amendment</strong> whether their parent contracts have type <strong>Original contract</strong>. You'll find all amendments on the parent contract in the <strong>Amendments</strong> tab.</p> <div class="custom-block tip"><p class="custom-block-title">Note</p> <p>You can amend only contracts with status reason <strong>Valid</strong>.</p></div> <h2 id="create-an-amendment"><a href="#create-an-amendment" class="header-anchor">#</a> Create an amendment</h2> <ol><li>Navigate to the valid contract you want to amend.</li></ol> <div class="custom-block tip"><p class="custom-block-title">Note</p> <p>A contract becomes valid after it is signed by a counterparty: <a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#mark-contract-as-signed">Mark contract as signed</a>.</p></div> <ol start="2"><li>Click the <strong>Create Amendment</strong> button.</li></ol> <p>On the top of the form, there is a ribbon where you'll find a button called <strong>Create Amendment</strong> if the contract is <strong>Valid</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/amend-valid-contract-1.png" alt="Create Amendment Button"></p> <p>A background process will take care of the rest. After it finishes, it'll navigate you to the new amendment.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/amend-valid-contract-2.png" alt="New Amendment"></p> <ol start="3"><li>New amendment.</li></ol> <p>After the new amendment form opens you can notice that the basic information is identical to its parent. Only attributes <strong>Document Type</strong> and <strong>Parent Contract</strong> are different. <strong>Document Type</strong> is <strong>Amendment</strong> and <strong>Parent Contract</strong> refers to the original contract.</p> <h2 id="see-all-original-contract-amendments"><a href="#see-all-original-contract-amendments" class="header-anchor">#</a> See all original contract amendments</h2> <ol><li>Navigate to the original contract.</li> <li>Choose the <strong>Amendments</strong> tab.</li></ol> <p>All amendments related to this original contract are here.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/amend-valid-contract-3.png" alt="All Related Amendments"></p> <h2 id="amend-an-existing-amendment"><a href="#amend-an-existing-amendment" class="header-anchor">#</a> Amend an existing amendment</h2> <p>Amending an amendment works the same as amending a valid contract. The amendment has to be <strong>Valid</strong> and it is done using the <strong>Create Amendment</strong> button.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -90,11 +90,11 @@
         Approve or reject contract
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Approve or reject contract
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/approve-or-reject-contract/#how-to-approve-or-reject-a-contract" class="anchor-link"><div>How to approve or reject a contract</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="approve-or-reject-contract"><a href="#approve-or-reject-contract" class="header-anchor">#</a> Approve or reject contract</h1> <p>When you are assigned an approval, you will be notified by email with a link to an adaptive card. You'll find there instructions and information about the contract. Using the buttons, you can open the contract record in the app, open the document for approval in SharePoint or respond.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/approve-or-reject-contract-1.png" alt="Email Notification"></p> <h2 id="how-to-approve-or-reject-a-contract"><a href="#how-to-approve-or-reject-a-contract" class="header-anchor">#</a> How to approve or reject a contract</h2> <ol><li>Go to the email notification.</li> <li>Click the link and the adaptive card will open up.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/approve-or-reject-contract-2.png" alt="Adaptive Card"></p> <ol start="3"><li>Use the button <strong>Contract</strong> to open the document in SharePoint and read it.</li> <li>Respond using the adaptive card.</li></ol> <p>If you want to approve the contract, click the <strong>Approve</strong> button.</p> <p>Before rejecting the contract, you can write a comment in the <strong>Write your comment</strong> box. To reject a contract, you have to click the <strong>Reject</strong> button.</p> <blockquote><p><strong>Warning:</strong> Once you respond to the adaptive card, the process will continue so you cannot change your response in any way.</p></blockquote> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/approve-or-reject-contract-3.png" alt="Responded Adaptive Card"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/approve-or-reject-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-approval/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/approve-or-reject-contract/#how-to-approve-or-reject-a-contract" class="anchor-link"><div>How to approve or reject a contract</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="approve-or-reject-contract"><a href="#approve-or-reject-contract" class="header-anchor">#</a> Approve or reject contract</h1> <p>When you are assigned an approval, you will be notified by email with a link to an adaptive card. You'll find there instructions and information about the contract. Using the buttons, you can open the contract record in the app, open the document for approval in SharePoint or respond.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/approve-or-reject-contract-1.png" alt="Email Notification"></p> <h2 id="how-to-approve-or-reject-a-contract"><a href="#how-to-approve-or-reject-a-contract" class="header-anchor">#</a> How to approve or reject a contract</h2> <ol><li>Go to the email notification.</li> <li>Click the link and the adaptive card will open up.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/approve-or-reject-contract-2.png" alt="Adaptive Card"></p> <ol start="3"><li>Use the button <strong>Contract</strong> to open the document in SharePoint and read it.</li> <li>Respond using the adaptive card.</li></ol> <p>If you want to approve the contract, click the <strong>Approve</strong> button.</p> <p>Before rejecting the contract, you can write a comment in the <strong>Write your comment</strong> box. To reject a contract, you have to click the <strong>Reject</strong> button.</p> <blockquote><p><strong>Warning:</strong> Once you respond to the adaptive card, the process will continue so you cannot change your response in any way.</p></blockquote> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/approve-or-reject-contract-3.png" alt="Responded Adaptive Card"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/approve-or-reject-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-approval/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Start approval
       </a></span> <span class="next"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/">
         Sign the contract
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Create and edit contract
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/#where-to-find-them" class="anchor-link"><div>Where to find them?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/#create-a-new-contract" class="anchor-link"><div>Create a new contract</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/#edit-contract" class="anchor-link"><div>Edit contract</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-and-edit-contract"><a href="#create-and-edit-contract" class="header-anchor">#</a> Create and edit contract</h1> <p>Contract entity is here for you to keep all important information about contracts in one place. It will help you to keep an overview of their stages, validity, comments, and other data you need to know.</p> <h2 id="where-to-find-them"><a href="#where-to-find-them" class="header-anchor">#</a> Where to find them?</h2> <p>Contracts have their group in the main area of the TALXIS Contract application sitemap. A sitemap is a menu on the left side and it is divided into groups. You can find more about them here: <a href="/en/user-guide/model-driven-apps/basic-app-elements/sitemap/">Sitemap</a>. When you click on <strong>All</strong> in the <strong>Contracts</strong> group, you'll be navigated to a view with all contract records. A view is a formatted table of records. It shows you records in rows with their attributes in columns.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/create-and-edit-contract-1.png" alt="Where To Find Contracts"></p> <h2 id="create-a-new-contract"><a href="#create-a-new-contract" class="header-anchor">#</a> Create a new contract</h2> <ol><li>Navigate to the <strong>Contracts</strong> group to create a contract.</li> <li>Click the <strong>New</strong> button up in the ribbon.</li></ol> <p>The contract form will open.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/create-and-edit-contract-2.png" alt="Contract Form"></p> <ol start="3"><li>Fill in the form.</li></ol> <p>As you see, there is a lot of data you can fill in. Attributes are required or optional.</p> <p><strong>Required:</strong></p> <ul><li><strong>Title</strong> - Name of the contract.</li> <li><strong>Type</strong> - Choose from a dropdown what type the contract is.</li> <li><strong>Counterparty</strong> - Signing counterparty represented by Account records. Learn how to create an Account: <a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/">Create Account</a>.</li> <li><strong>Requester</strong> - A person proposing this contract represented by a User.</li></ul> <p><strong>Optional:</strong></p> <ul><li><strong>Internal ID</strong> - Contract ID is generated by the system and it is locked. It can be configured by <strong>Auto Number Series</strong> records.</li> <li><strong>Review</strong> - Enable or disable review for this record using <em>Yes/No</em> toggle.</li> <li><strong>Use Electronic Signature</strong> - Enable or disable electronic signature for this record using <em>Yes/No</em> toggle. This toggle is visible only if an electronic signature is enabled in your environment.</li> <li><strong>Notice Period in Months</strong> - Default Notice Period is configured in the <strong>Settings</strong> area: <a href="/en/customizer-guide/modules/contract/configure-processes/">Configure the contract process</a>. You can add months to the default notice period using this attribute.</li> <li><strong>Valid From</strong> date - Start of the contract validity.</li> <li><strong>Valid To</strong> date - End of the contract validity.</li> <li><strong>Review Deadline</strong> date - End of the contract review. Learn to change the default value:  <a href="/en/customizer-guide/modules/contract/configure-processes/">Configure the contract process</a>.</li> <li><strong>Signed On</strong> date - Date of the contract signature.</li> <li><strong>Description</strong> - Describe the contract here in more detail if needed.</li> <li><strong>Document Type</strong> - Choose a type of the document: Original Contract, Amendment, or Annex.</li> <li><strong>Parent Contract</strong> - It is usually used for amendments or annexes.</li> <li><strong>Owner</strong> - Owning user of the record represented by User.</li></ul> <p><strong>Required or optional:</strong></p> <ul><li><strong>Signee</strong> - Requirement is based on <strong>Use Electronic Signature</strong> toggle. A signee is a signing person from the counterparty. This Contact record is used when the electronic signature is enabled for this contract.</li></ul> <ol start="4"><li>Save the contract</li></ol> <p>After filling all the required fields, save the form using the <strong>Save</strong> or <strong>Save &amp; Close</strong> button on the top of the form in the ribbon.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/create-and-edit-contract-5.png" alt="Filled Contract"></p> <h2 id="edit-contract"><a href="#edit-contract" class="header-anchor">#</a> Edit contract</h2> <ol><li>Navigate to the <strong>Contracts</strong> group to edit a contract.</li> <li>Double click the row you want to edit to open contract form or use the checkmark icon at the start of the row and click the <strong>Edit</strong> button in the ribbon.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/create-and-edit-contract-3.png" alt="Edit Contract"></p> <div class="custom-block tip"><p class="custom-block-title">Tips</p> <p>By using the checkmark icon you can select multiple records and edit all of them at once. When editing more records, a form like the one shown below will appear.
-<img src="/.attachments/ModelDrivenAppUserGuide/Contract/create-and-edit-contract-4.png" alt="Bulk edit"></p></div> <ol start="3"><li>Save the record using the buttons in the ribbon after changing the data you wanted.</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+<img src="/.attachments/ModelDrivenAppUserGuide/Contract/create-and-edit-contract-4.png" alt="Bulk edit"></p></div> <ol start="3"><li>Save the record using the buttons in the ribbon after changing the data you wanted.</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Roles in the contract process
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       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Find your contracts and comments in one place
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/dashboard/#where-to-find-the-dashboard" class="anchor-link"><div>Where to find the dashboard</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/dashboard/#activities-dashboard" class="anchor-link"><div>Activities Dashboard</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="find-your-contracts-and-comments-in-one-place"><a href="#find-your-contracts-and-comments-in-one-place" class="header-anchor">#</a> Find your contracts and comments in one place</h1> <p>In the <strong>My Contracts And Comments</strong> dashboard, you will find both contract and comment records that you need for your work.
-To learn more about the dashboard, see <a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards">Dashboards</a>.</p> <h2 id="where-to-find-the-dashboard"><a href="#where-to-find-the-dashboard" class="header-anchor">#</a> Where to find the dashboard</h2> <p>The dashboard is in the sitemap as <strong>My Work</strong> in the <strong>Dashboard</strong> area.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/dashboard-1.png" alt="Dashboard Location"></p> <h2 id="activities-dashboard"><a href="#activities-dashboard" class="header-anchor">#</a> Activities Dashboard</h2> <p>If you need to work with your activities like tasks or emails, you can easily switch the <strong>My Contracts And Comments</strong> dashboard to <strong>Activities Dashboard</strong>. Just click on the name of the dashboard, a dropwdown of dashboards will show up and you can choose the one with activities. You can learn more about this dashboard here: <a href="/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/">Activities Dashboard</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/dashboard-2.png" alt="Activities Dashboard"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/dashboard.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/preparing-content/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         How to handle review comment
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     How to handle review comment
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/how-to-handle-review-comment/#resolve-comments" class="anchor-link"><div>Resolve comments</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/how-to-handle-review-comment/#implement-comments" class="anchor-link"><div>Implement comments</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="how-to-handle-review-comment"><a href="#how-to-handle-review-comment" class="header-anchor">#</a> How to handle review comment</h1> <p>If a reviewer chooses to comment on a contract, you have to resolve and implement the comment.</p> <p>The system will assign you a task for comment resolution or implementation. You will find more about it right here: <a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/">Tasks during contract processes</a>.</p> <h2 id="resolve-comments"><a href="#resolve-comments" class="header-anchor">#</a> Resolve comments</h2> <p>By resolving the comment, you choose to accept or reject it. The accepted comment needs to be implemented afterward. If it is rejected, you need to write down the reason for rejection.</p> <ol><li>Navigate to the contract through the <strong>Regarding</strong> attribute in the assigned task.</li> <li>Go to the <strong>Review Comments</strong> tab and look for active commented records in the current review round.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-1.png" alt="Review Comments Subgrid"></p> <ol start="3"><li>Open the record you want to resolve.</li> <li>Resolve the comment using the buttons in the ribbon.</li></ol> <p>There are two buttons in the ribbon - <strong>Accept Comment</strong> and <strong>Reject Comment</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-5.png" alt="Accept and Reject Buttons"></p> <p>Those buttons open a dialog where you will be able to write a response to the comment. If you want to reject a comment, the response is mandatory.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-2.png" alt="Accept And Reject Dialogs"></p> <h2 id="implement-comments"><a href="#implement-comments" class="header-anchor">#</a> Implement comments</h2> <p>After a comment is approved, it needs to be implemented.</p> <ol><li>Navigate to the contract through the <strong>Regarding</strong> attribute in the assigned task.</li> <li>Go to the <strong>Review Comments</strong> tab and look for accepted records.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-3.png" alt="Review Comments Subgrid"></p> <ol start="3"><li>Open the record you want to implement.</li> <li>Read the accepted comment and implement it in the contract.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-6.png" alt="Accepted Review Comment"></p> <ol start="5"><li>After it is implemented, return to this comment review record.</li> <li>Use the <strong>Comment Implemented</strong> button in the ribbon.</li></ol> <p>Confirm dialog will pop up.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-4.png" alt="Confirm Dialog"></p> <ol start="7"><li>Click the <strong>Implemented</strong> button.</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/how-to-handle-review-comment.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/how-to-handle-review-comment/#resolve-comments" class="anchor-link"><div>Resolve comments</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/how-to-handle-review-comment/#implement-comments" class="anchor-link"><div>Implement comments</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="how-to-handle-review-comment"><a href="#how-to-handle-review-comment" class="header-anchor">#</a> How to handle review comment</h1> <p>If a reviewer chooses to comment on a contract, you have to resolve and implement the comment.</p> <p>The system will assign you a task for comment resolution or implementation. You will find more about it right here: <a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/">Tasks during contract processes</a>.</p> <h2 id="resolve-comments"><a href="#resolve-comments" class="header-anchor">#</a> Resolve comments</h2> <p>By resolving the comment, you choose to accept or reject it. The accepted comment needs to be implemented afterward. If it is rejected, you need to write down the reason for rejection.</p> <ol><li>Navigate to the contract through the <strong>Regarding</strong> attribute in the assigned task.</li> <li>Go to the <strong>Review Comments</strong> tab and look for active commented records in the current review round.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-1.png" alt="Review Comments Subgrid"></p> <ol start="3"><li>Open the record you want to resolve.</li> <li>Resolve the comment using the buttons in the ribbon.</li></ol> <p>There are two buttons in the ribbon - <strong>Accept Comment</strong> and <strong>Reject Comment</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-5.png" alt="Accept and Reject Buttons"></p> <p>Those buttons open a dialog where you will be able to write a response to the comment. If you want to reject a comment, the response is mandatory.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-2.png" alt="Accept And Reject Dialogs"></p> <h2 id="implement-comments"><a href="#implement-comments" class="header-anchor">#</a> Implement comments</h2> <p>After a comment is approved, it needs to be implemented.</p> <ol><li>Navigate to the contract through the <strong>Regarding</strong> attribute in the assigned task.</li> <li>Go to the <strong>Review Comments</strong> tab and look for accepted records.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-3.png" alt="Review Comments Subgrid"></p> <ol start="3"><li>Open the record you want to implement.</li> <li>Read the accepted comment and implement it in the contract.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-6.png" alt="Accepted Review Comment"></p> <ol start="5"><li>After it is implemented, return to this comment review record.</li> <li>Use the <strong>Comment Implemented</strong> button in the ribbon.</li></ol> <p>Confirm dialog will pop up.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/how-to-handle-review-comment-4.png" alt="Confirm Dialog"></p> <ol start="7"><li>Click the <strong>Implemented</strong> button.</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/how-to-handle-review-comment.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-review-comment/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Managing contracts
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Managing contracts
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="managing-contracts"><a href="#managing-contracts" class="header-anchor">#</a> Managing contracts</h1> <p><strong>Contract management</strong> can help you create order within your contract processes. With our solution, you can easily keep a database of contracts with data like validity, contract statuses and even see documents related to contract records stored in SharePoint right from the app. You'll be able to run various processes like multiple review rounds, approvals from representatives, and even electronic signature thanks to integration with <a href="https://signi.com/" target="_blank" rel="noopener noreferrer">Signi<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/contract-process.png" alt="Contract process"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/manage-contracts.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/security-roles/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="managing-contracts"><a href="#managing-contracts" class="header-anchor">#</a> Managing contracts</h1> <p><strong>Contract management</strong> can help you create order within your contract processes. With our solution, you can easily keep a database of contracts with data like validity, contract statuses and even see documents related to contract records stored in SharePoint right from the app. You'll be able to run various processes like multiple review rounds, approvals from representatives, and even electronic signature thanks to integration with <a href="https://signi.com/" target="_blank" rel="noopener noreferrer">Signi<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/contract-process.png" alt="Contract process"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/manage-contracts.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/security-roles/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Security roles and privileges
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@@ -90,11 +90,11 @@
         Notify other users about the contract
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Notify other users about the contract
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/#how-the-notification-looks" class="anchor-link"><div>How the notification looks</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/#when-are-the-notifications-sent" class="anchor-link"><div>When are the notifications sent</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/#where-to-specify-users" class="anchor-link"><div>Where to specify users</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="notify-other-users-about-the-contract"><a href="#notify-other-users-about-the-contract" class="header-anchor">#</a> Notify other users about the contract</h1> <p>During the contract stages, you can choose users to be informed about the contract. They will receive emails about the contract moving through stages. You will use this feature to inform users that are not part of processes like review or approval. These users have to be specified per contract.</p> <h2 id="how-the-notification-looks"><a href="#how-the-notification-looks" class="header-anchor">#</a> How the notification looks</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/notify-users-about-contract-2.png" alt="Notification"></p> <h2 id="when-are-the-notifications-sent"><a href="#when-are-the-notifications-sent" class="header-anchor">#</a> When are the notifications sent</h2> <p>Notifications are sent when a contract enters one of these stages:</p> <ul><li>Review</li> <li>Waiting for Approval</li> <li>Approved</li> <li>Sent for Signature</li> <li>Valid</li></ul> <h2 id="where-to-specify-users"><a href="#where-to-specify-users" class="header-anchor">#</a> Where to specify users</h2> <ol><li>Navigate to the contract you want to inform users about.</li> <li>Go to the <strong>Additional Users</strong> tab. There is the <strong>Inform</strong> subgrid at the bottom.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/notify-users-about-contract-1.png" alt="Inform Subgrid"></p> <ol start="3"><li>Add users using the <strong>Add Existing Users</strong> button.</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-historical-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/#how-the-notification-looks" class="anchor-link"><div>How the notification looks</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/#when-are-the-notifications-sent" class="anchor-link"><div>When are the notifications sent</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/#where-to-specify-users" class="anchor-link"><div>Where to specify users</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="notify-other-users-about-the-contract"><a href="#notify-other-users-about-the-contract" class="header-anchor">#</a> Notify other users about the contract</h1> <p>During the contract stages, you can choose users to be informed about the contract. They will receive emails about the contract moving through stages. You will use this feature to inform users that are not part of processes like review or approval. These users have to be specified per contract.</p> <h2 id="how-the-notification-looks"><a href="#how-the-notification-looks" class="header-anchor">#</a> How the notification looks</h2> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/notify-users-about-contract-2.png" alt="Notification"></p> <h2 id="when-are-the-notifications-sent"><a href="#when-are-the-notifications-sent" class="header-anchor">#</a> When are the notifications sent</h2> <p>Notifications are sent when a contract enters one of these stages:</p> <ul><li>Review</li> <li>Waiting for Approval</li> <li>Approved</li> <li>Sent for Signature</li> <li>Valid</li></ul> <h2 id="where-to-specify-users"><a href="#where-to-specify-users" class="header-anchor">#</a> Where to specify users</h2> <ol><li>Navigate to the contract you want to inform users about.</li> <li>Go to the <strong>Additional Users</strong> tab. There is the <strong>Inform</strong> subgrid at the bottom.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/notify-users-about-contract-1.png" alt="Inform Subgrid"></p> <ol start="3"><li>Add users using the <strong>Add Existing Users</strong> button.</li></ol></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/add-historical-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Add historical contract
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         Roles in the contract process
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Roles in the contract process
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/#admin" class="anchor-link"><div>Admin</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/#requester" class="anchor-link"><div>Requester</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/#reviewer" class="anchor-link"><div>Reviewer</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/#representative" class="anchor-link"><div>Representative</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="roles-in-the-contract-process"><a href="#roles-in-the-contract-process" class="header-anchor">#</a> Roles in the contract process</h1> <p>We have defined various roles in the contract processes. Each role has its responsibilities. Users for these roles are defined through the contract records and configurations.</p> <p>Each user is notified by a created task or an email when there is an action required from them.</p> <h2 id="admin"><a href="#admin" class="header-anchor">#</a> Admin</h2> <p>Admins are defined in the configuration of contract review. You can find it here: <a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/">Configure the contract process</a>.</p> <p>Responsibilities:</p> <ul><li>Start a review</li> <li>Skip a review</li> <li>Implement accepted comments</li> <li>Send the review for approval</li> <li>Send the contract for signature</li> <li>Mark the contract as accepted</li></ul> <h2 id="requester"><a href="#requester" class="header-anchor">#</a> Requester</h2> <p>The requester is the user who is defined in the <strong>Requester</strong> attribute on the contract form. Hiere is how to create a contract: <a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/#where-to-find-them">Create a contract</a>.</p> <p>Responsibilities:</p> <ul><li>Accept or reject comments from the review</li></ul> <h2 id="reviewer"><a href="#reviewer" class="header-anchor">#</a> Reviewer</h2> <p>These users are defined in the configuration of contract review. You can find it here: <a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/">Configure the contract process</a>.</p> <p>Responsibilities:</p> <ul><li>Review contracts and comment on them if necessary</li></ul> <h2 id="representative"><a href="#representative" class="header-anchor">#</a> Representative</h2> <p>Representatives are defined in the configuration of contract review. You can find it here: <a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/">Configure the contract process</a>.</p> <p>Responsibilities:</p> <ul><li>Approve or reject contracts</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/manage-contracts/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/#admin" class="anchor-link"><div>Admin</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/#requester" class="anchor-link"><div>Requester</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/#reviewer" class="anchor-link"><div>Reviewer</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process/#representative" class="anchor-link"><div>Representative</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="roles-in-the-contract-process"><a href="#roles-in-the-contract-process" class="header-anchor">#</a> Roles in the contract process</h1> <p>We have defined various roles in the contract processes. Each role has its responsibilities. Users for these roles are defined through the contract records and configurations.</p> <p>Each user is notified by a created task or an email when there is an action required from them.</p> <h2 id="admin"><a href="#admin" class="header-anchor">#</a> Admin</h2> <p>Admins are defined in the configuration of contract review. You can find it here: <a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/">Configure the contract process</a>.</p> <p>Responsibilities:</p> <ul><li>Start a review</li> <li>Skip a review</li> <li>Implement accepted comments</li> <li>Send the review for approval</li> <li>Send the contract for signature</li> <li>Mark the contract as accepted</li></ul> <h2 id="requester"><a href="#requester" class="header-anchor">#</a> Requester</h2> <p>The requester is the user who is defined in the <strong>Requester</strong> attribute on the contract form. Hiere is how to create a contract: <a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/#where-to-find-them">Create a contract</a>.</p> <p>Responsibilities:</p> <ul><li>Accept or reject comments from the review</li></ul> <h2 id="reviewer"><a href="#reviewer" class="header-anchor">#</a> Reviewer</h2> <p>These users are defined in the configuration of contract review. You can find it here: <a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/">Configure the contract process</a>.</p> <p>Responsibilities:</p> <ul><li>Review contracts and comment on them if necessary</li></ul> <h2 id="representative"><a href="#representative" class="header-anchor">#</a> Representative</h2> <p>Representatives are defined in the configuration of contract review. You can find it here: <a href="/en/customizer-guide/modules/contract/configure-contract-review-and-approval/">Configure the contract process</a>.</p> <p>Responsibilities:</p> <ul><li>Approve or reject contracts</li></ul></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/roles-in-the-contract-process.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/manage-contracts/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -90,11 +90,11 @@
         Sign the contract
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Sign the contract
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#manual-signing" class="anchor-link"><div>Manual signing</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#send-for-signature" class="anchor-link"><div>Send for Signature</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#mark-contract-as-signed" class="anchor-link"><div>Mark contract as signed</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#start-a-new-review-round" class="anchor-link"><div>Start a new review round</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#electronic-signature" class="anchor-link"><div>Electronic signature</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="sign-the-contract"><a href="#sign-the-contract" class="header-anchor">#</a> Sign the contract</h1> <p>Once a contract is approved by the representatives, the next in the process is a signature by a counterparty. You can choose to have the contract signed manually or electronically thanks to integration with <a href="https://signi.com/" target="_blank" rel="noopener noreferrer">Signi<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <h2 id="manual-signing"><a href="#manual-signing" class="header-anchor">#</a> Manual signing</h2> <p>This option requires more user actions because it is not automatically sent for signature after approval. The user has to update the contract, so it would be in status <strong>Sent for Signature</strong>. After the contract is signed, the user has to upload the contract to SharePoint and finish the process.</p> <p>As goes for previous stages, you'll be notified by tasks. You will find more about it right here: <a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/">Tasks during contract processes</a>.</p> <h3 id="send-for-signature"><a href="#send-for-signature" class="header-anchor">#</a> Send for Signature</h3> <ol><li>Navigate to the contract through the <strong>Regarding</strong> attribute in the assigned task.</li> <li>Get the documents for signature from the <strong>Attachments</strong> section and send them to the counterparty.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-1.png" alt="Attachments"></p> <ol start="3"><li>Click the <strong>Sent for Signature</strong> button in the ribbon.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-2.png" alt="Sent For Signature Button"></p> <ol start="4"><li>Dialog pops up. Continue by confirming you sent the contract.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-3.png" alt="Sent For Signature Dialog"></p> <ol start="5"><li>Go back to the task of sending this contract and complete it.</li> <li>Wait for the response from the counterparty.</li></ol> <p>You have two options after you receive the contract back from the counterparty.  You can either start a new review round if the counterparty has any comments or you can mark the contract as signed. You will find how to do it right below.</p> <h3 id="mark-contract-as-signed"><a href="#mark-contract-as-signed" class="header-anchor">#</a> Mark contract as signed</h3> <ol><li>Navigate to the contract through the <strong>Regarding</strong> attribute in the assigned task.</li> <li>Upload the signed documents to the <strong>Attachments</strong> section.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-8.png" alt="Attachments"></p> <ol start="3"><li>Mark the contract signed by clicking the <strong>Mark as Signed</strong> button.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-4.png" alt="Mark As Signed Button"></p> <ol start="4"><li>Dialog pops up. Fill in the <strong>Signed On</strong> and the <strong>Valid From</strong> dates both attributes are mandatory.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-5.png" alt="Mark As Signed Dialog"></p> <ol start="5"><li>Click the <strong>Confirm</strong> button to finish the process.</li> <li>Navigate back to the task and complete it.</li></ol> <h3 id="start-a-new-review-round"><a href="#start-a-new-review-round" class="header-anchor">#</a> Start a new review round</h3> <p>Starting review at this point is similar to the one at the beginning of the whole contract process. The only difference here is that you have an option to create a new comment.</p> <ol><li>Navigate to the contract through the <strong>Regarding</strong> attribute in the assigned task for scanning and completing this document.</li> <li>Click the <strong>Start Review</strong> button in the ribbon</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-6.png" alt="Start Review Button"></p> <ol start="3"><li>Dialog will pop up. Here you can fill new <strong>Review Deadline</strong> and create a comment by writing it in the <strong>Review Comment</strong> attribute.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-7.png" alt="Start Review Dialog"></p> <ol start="4"><li>Click the <strong>Confirm</strong> button to start a new review.</li> <li>Navigate back to the task and complete it.</li></ol> <h2 id="electronic-signature"><a href="#electronic-signature" class="header-anchor">#</a> Electronic signature</h2> <p>We are preparing this content</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/approve-or-reject-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#manual-signing" class="anchor-link"><div>Manual signing</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#send-for-signature" class="anchor-link"><div>Send for Signature</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#mark-contract-as-signed" class="anchor-link"><div>Mark contract as signed</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#start-a-new-review-round" class="anchor-link"><div>Start a new review round</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract/#electronic-signature" class="anchor-link"><div>Electronic signature</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="sign-the-contract"><a href="#sign-the-contract" class="header-anchor">#</a> Sign the contract</h1> <p>Once a contract is approved by the representatives, the next in the process is a signature by a counterparty. You can choose to have the contract signed manually or electronically thanks to integration with <a href="https://signi.com/" target="_blank" rel="noopener noreferrer">Signi<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a>.</p> <h2 id="manual-signing"><a href="#manual-signing" class="header-anchor">#</a> Manual signing</h2> <p>This option requires more user actions because it is not automatically sent for signature after approval. The user has to update the contract, so it would be in status <strong>Sent for Signature</strong>. After the contract is signed, the user has to upload the contract to SharePoint and finish the process.</p> <p>As goes for previous stages, you'll be notified by tasks. You will find more about it right here: <a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/">Tasks during contract processes</a>.</p> <h3 id="send-for-signature"><a href="#send-for-signature" class="header-anchor">#</a> Send for Signature</h3> <ol><li>Navigate to the contract through the <strong>Regarding</strong> attribute in the assigned task.</li> <li>Get the documents for signature from the <strong>Attachments</strong> section and send them to the counterparty.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-1.png" alt="Attachments"></p> <ol start="3"><li>Click the <strong>Sent for Signature</strong> button in the ribbon.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-2.png" alt="Sent For Signature Button"></p> <ol start="4"><li>Dialog pops up. Continue by confirming you sent the contract.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-3.png" alt="Sent For Signature Dialog"></p> <ol start="5"><li>Go back to the task of sending this contract and complete it.</li> <li>Wait for the response from the counterparty.</li></ol> <p>You have two options after you receive the contract back from the counterparty.  You can either start a new review round if the counterparty has any comments or you can mark the contract as signed. You will find how to do it right below.</p> <h3 id="mark-contract-as-signed"><a href="#mark-contract-as-signed" class="header-anchor">#</a> Mark contract as signed</h3> <ol><li>Navigate to the contract through the <strong>Regarding</strong> attribute in the assigned task.</li> <li>Upload the signed documents to the <strong>Attachments</strong> section.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-8.png" alt="Attachments"></p> <ol start="3"><li>Mark the contract signed by clicking the <strong>Mark as Signed</strong> button.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-4.png" alt="Mark As Signed Button"></p> <ol start="4"><li>Dialog pops up. Fill in the <strong>Signed On</strong> and the <strong>Valid From</strong> dates both attributes are mandatory.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-5.png" alt="Mark As Signed Dialog"></p> <ol start="5"><li>Click the <strong>Confirm</strong> button to finish the process.</li> <li>Navigate back to the task and complete it.</li></ol> <h3 id="start-a-new-review-round"><a href="#start-a-new-review-round" class="header-anchor">#</a> Start a new review round</h3> <p>Starting review at this point is similar to the one at the beginning of the whole contract process. The only difference here is that you have an option to create a new comment.</p> <ol><li>Navigate to the contract through the <strong>Regarding</strong> attribute in the assigned task for scanning and completing this document.</li> <li>Click the <strong>Start Review</strong> button in the ribbon</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-6.png" alt="Start Review Button"></p> <ol start="3"><li>Dialog will pop up. Here you can fill new <strong>Review Deadline</strong> and create a comment by writing it in the <strong>Review Comment</strong> attribute.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/sign-the-contract-7.png" alt="Start Review Dialog"></p> <ol start="4"><li>Click the <strong>Confirm</strong> button to start a new review.</li> <li>Navigate back to the task and complete it.</li></ol> <h2 id="electronic-signature"><a href="#electronic-signature" class="header-anchor">#</a> Electronic signature</h2> <p>We are preparing this content</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/sign-the-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/approve-or-reject-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Approve or reject contract
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         Start and finish the review
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Start and finish the review
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#start-the-review" class="anchor-link"><div>Start the review</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#end-for-review" class="anchor-link"><div>End for review</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#cancel-the-review" class="anchor-link"><div>Cancel the review</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#skip-reviewers" class="anchor-link"><div>Skip reviewers</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#start-new-review-round" class="anchor-link"><div>Start new review round</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#skip-the-review" class="anchor-link"><div>Skip the review</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="start-and-finish-the-review"><a href="#start-and-finish-the-review" class="header-anchor">#</a> Start and finish the review</h1> <p>A review is a necessary part of any contract process because it reduces overall risk, increases the chances that parties will benefit, and allows both sides to understand the contract before signing it.</p> <p>With our process, you have an option to do multiple review rounds on one contract. During the review, users will create comments which will be stored in the application and it is up to the admin and requester of the contract to handle these comments. If you need, there is a button to skip the running review - do not wait for other reviewers and continue with the process or start a new review round.</p> <p>During this stage, you are notified as the reviewer using a task created in the application and also email notification with an adaptive card. You can create comments both from the app and from email.</p> <h2 id="start-the-review"><a href="#start-the-review" class="header-anchor">#</a> Start the review</h2> <ol><li>Navigate to the contract you want to review. If you don't have a contract, learn how to create it here: <a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/">Create Contract</a>.</li> <li>Check that there is an attached file, and attribute <strong>Review</strong> is set to <strong>Yes</strong>.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-1.png" alt="Prepare Contract For Review"></p> <ol start="3"><li>Click on the <strong>Start Review</strong> button in the ribbon.</li> <li>Dialog will pop up.</li></ol> <p>Specify the <strong>Review Deadline</strong>. Default length is configured in the <strong>Settings</strong> area: <a href="/en/customizer-guide/modules/contract/configure-processes/">Configure the process</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-2.png" alt="Start Review Dialog"></p> <ol start="5"><li>Click the <strong>Confirm</strong> button.</li></ol> <h2 id="end-for-review"><a href="#end-for-review" class="header-anchor">#</a> End for review</h2> <p>The review ends automatically after the deadline or when all reviewers finish their tasks.</p> <p>There are two possible outcomes from the end of the review.</p> <ol><li>If there is at least one comment, the contract will be updated to status reason <strong>Working on Comments</strong> and the requester will be notified to handle them.</li> <li>If there are no comments, the contract will be updated to status reason <strong>Waiting for Approval</strong> and the representatives will be notified about it.</li></ol> <h2 id="cancel-the-review"><a href="#cancel-the-review" class="header-anchor">#</a> Cancel the review</h2> <p>You will find a button <strong>Cancel Review</strong> in the contract button during a review. You can use it to either skip the process or start a new one.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-3.png" alt="Cancel Review Button"></p> <p>The <strong>Cancel Review</strong> dialog will pop up on the screen after you click the button.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-4.png" alt="Cancel Review Dialog"></p> <h3 id="skip-reviewers"><a href="#skip-reviewers" class="header-anchor">#</a> Skip reviewers</h3> <p>When you choose to skip the reviewers the same thing happens as when the review ends. The next steps will be chosen automatically based on a number of existing comments.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-5.png" alt="Skip Reviewers"></p> <h3 id="start-new-review-round"><a href="#start-new-review-round" class="header-anchor">#</a> Start new review round</h3> <p>If you choose to start a new review round, you'll be asked to fill <strong>Review Comment</strong> - the reason why are you starting the new round. Optionally you can fill <strong>Review Deadline</strong>. Default length is configured in the <strong>Settings</strong> area: <a href="/en/customizer-guide/modules/contract/configure-processes/">Configure the process</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-6.png" alt="Start New Review Round"></p> <h2 id="skip-the-review"><a href="#skip-the-review" class="header-anchor">#</a> Skip the review</h2> <p>You may have a contract that doesn't need a review. If you want to skip the process and focus only on approval from representatives, do this:</p> <ol><li>Navigate to the contract you want to move to approval.</li> <li>Check that there is an attached file, and attribute <strong>Review</strong> is set to <strong>No</strong>.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-7.png" alt="Prepare Contract To Skip Review"></p> <ol start="3"><li>Click the <strong>Send for Approval</strong> button in the ribbon.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-8.png" alt="Send for Approval Button"></p> <p>The review will be skipped and the contract will be sent for approval.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#start-the-review" class="anchor-link"><div>Start the review</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#end-for-review" class="anchor-link"><div>End for review</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#cancel-the-review" class="anchor-link"><div>Cancel the review</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#skip-reviewers" class="anchor-link"><div>Skip reviewers</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#start-new-review-round" class="anchor-link"><div>Start new review round</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#skip-the-review" class="anchor-link"><div>Skip the review</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="start-and-finish-the-review"><a href="#start-and-finish-the-review" class="header-anchor">#</a> Start and finish the review</h1> <p>A review is a necessary part of any contract process because it reduces overall risk, increases the chances that parties will benefit, and allows both sides to understand the contract before signing it.</p> <p>With our process, you have an option to do multiple review rounds on one contract. During the review, users will create comments which will be stored in the application and it is up to the admin and requester of the contract to handle these comments. If you need, there is a button to skip the running review - do not wait for other reviewers and continue with the process or start a new review round.</p> <p>During this stage, you are notified as the reviewer using a task created in the application and also email notification with an adaptive card. You can create comments both from the app and from email.</p> <h2 id="start-the-review"><a href="#start-the-review" class="header-anchor">#</a> Start the review</h2> <ol><li>Navigate to the contract you want to review. If you don't have a contract, learn how to create it here: <a href="/en/user-guide/model-driven-apps/business-process/contract/create-and-edit-contract/">Create Contract</a>.</li> <li>Check that there is an attached file, and attribute <strong>Review</strong> is set to <strong>Yes</strong>.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-1.png" alt="Prepare Contract For Review"></p> <ol start="3"><li>Click on the <strong>Start Review</strong> button in the ribbon.</li> <li>Dialog will pop up.</li></ol> <p>Specify the <strong>Review Deadline</strong>. Default length is configured in the <strong>Settings</strong> area: <a href="/en/customizer-guide/modules/contract/configure-processes/">Configure the process</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-2.png" alt="Start Review Dialog"></p> <ol start="5"><li>Click the <strong>Confirm</strong> button.</li></ol> <h2 id="end-for-review"><a href="#end-for-review" class="header-anchor">#</a> End for review</h2> <p>The review ends automatically after the deadline or when all reviewers finish their tasks.</p> <p>There are two possible outcomes from the end of the review.</p> <ol><li>If there is at least one comment, the contract will be updated to status reason <strong>Working on Comments</strong> and the requester will be notified to handle them.</li> <li>If there are no comments, the contract will be updated to status reason <strong>Waiting for Approval</strong> and the representatives will be notified about it.</li></ol> <h2 id="cancel-the-review"><a href="#cancel-the-review" class="header-anchor">#</a> Cancel the review</h2> <p>You will find a button <strong>Cancel Review</strong> in the contract button during a review. You can use it to either skip the process or start a new one.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-3.png" alt="Cancel Review Button"></p> <p>The <strong>Cancel Review</strong> dialog will pop up on the screen after you click the button.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-4.png" alt="Cancel Review Dialog"></p> <h3 id="skip-reviewers"><a href="#skip-reviewers" class="header-anchor">#</a> Skip reviewers</h3> <p>When you choose to skip the reviewers the same thing happens as when the review ends. The next steps will be chosen automatically based on a number of existing comments.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-5.png" alt="Skip Reviewers"></p> <h3 id="start-new-review-round"><a href="#start-new-review-round" class="header-anchor">#</a> Start new review round</h3> <p>If you choose to start a new review round, you'll be asked to fill <strong>Review Comment</strong> - the reason why are you starting the new round. Optionally you can fill <strong>Review Deadline</strong>. Default length is configured in the <strong>Settings</strong> area: <a href="/en/customizer-guide/modules/contract/configure-processes/">Configure the process</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-6.png" alt="Start New Review Round"></p> <h2 id="skip-the-review"><a href="#skip-the-review" class="header-anchor">#</a> Skip the review</h2> <p>You may have a contract that doesn't need a review. If you want to skip the process and focus only on approval from representatives, do this:</p> <ol><li>Navigate to the contract you want to move to approval.</li> <li>Check that there is an attached file, and attribute <strong>Review</strong> is set to <strong>No</strong>.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-7.png" alt="Prepare Contract To Skip Review"></p> <ol start="3"><li>Click the <strong>Send for Approval</strong> button in the ribbon.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-and-finish-of-review-8.png" alt="Send for Approval Button"></p> <p>The review will be skipped and the contract will be sent for approval.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Start approval
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Start approval
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-approval/#no-comments-to-implement" class="anchor-link"><div>No comments to implement</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-approval/#all-comments-are-implemented" class="anchor-link"><div>All comments are implemented</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-approval/#skip-review" class="anchor-link"><div>Skip review</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="start-approval"><a href="#start-approval" class="header-anchor">#</a> Start approval</h1> <p>Representatives are responsible for this part of the process. They are the last people who have to approve and sign the contract within your organization.</p> <p>An approval can start after there are no more comments for implementation. There are three ways how the process starts.</p> <h2 id="no-comments-to-implement"><a href="#no-comments-to-implement" class="header-anchor">#</a> No comments to implement</h2> <p>When the review ends and there are no comments or all responses from reviewers are rejected, the process automatically continues to the approval.</p> <h2 id="all-comments-are-implemented"><a href="#all-comments-are-implemented" class="header-anchor">#</a> All comments are implemented</h2> <p>After the work on comments ends, you have to start the approval manually. This is because you have an option to decide whether you want to move to the approval or start another review round.</p> <ol><li>Navigate to the contract which you want to be approved.</li> <li>Click the <strong>Send to Approval</strong> button in the ribbon.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-approval-1.png" alt="Start Approval"></p> <h2 id="skip-review"><a href="#skip-review" class="header-anchor">#</a> Skip review</h2> <p>An approval starts if you choose to skip a review for newly created contract. More about it here: <a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#skip-the-review">Skip review</a>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/start-approval.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/how-to-handle-review-comment/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-approval/#no-comments-to-implement" class="anchor-link"><div>No comments to implement</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-approval/#all-comments-are-implemented" class="anchor-link"><div>All comments are implemented</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/start-approval/#skip-review" class="anchor-link"><div>Skip review</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="start-approval"><a href="#start-approval" class="header-anchor">#</a> Start approval</h1> <p>Representatives are responsible for this part of the process. They are the last people who have to approve and sign the contract within your organization.</p> <p>An approval can start after there are no more comments for implementation. There are three ways how the process starts.</p> <h2 id="no-comments-to-implement"><a href="#no-comments-to-implement" class="header-anchor">#</a> No comments to implement</h2> <p>When the review ends and there are no comments or all responses from reviewers are rejected, the process automatically continues to the approval.</p> <h2 id="all-comments-are-implemented"><a href="#all-comments-are-implemented" class="header-anchor">#</a> All comments are implemented</h2> <p>After the work on comments ends, you have to start the approval manually. This is because you have an option to decide whether you want to move to the approval or start another review round.</p> <ol><li>Navigate to the contract which you want to be approved.</li> <li>Click the <strong>Send to Approval</strong> button in the ribbon.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/start-approval-1.png" alt="Start Approval"></p> <h2 id="skip-review"><a href="#skip-review" class="header-anchor">#</a> Skip review</h2> <p>An approval starts if you choose to skip a review for newly created contract. More about it here: <a href="/en/user-guide/model-driven-apps/business-process/contract/start-and-finish-of-review/#skip-the-review">Skip review</a>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/start-approval.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/how-to-handle-review-comment/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         How to handle review comment
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         Tasks during contract processes
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Tasks during contract processes
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#what-do-i-find-in-the-task-record" class="anchor-link"><div>What do I find in the task record</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#where-do-i-find-the-tasks" class="anchor-link"><div>Where do I find the tasks</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#dashboard" class="anchor-link"><div>Dashboard</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#timeline" class="anchor-link"><div>Timeline</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#type-of-tasks" class="anchor-link"><div>Type of tasks</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#review-contract" class="anchor-link"><div>Review contract</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#resolve-comments" class="anchor-link"><div>Resolve comments</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#implement-comments" class="anchor-link"><div>Implement comments</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#approval" class="anchor-link"><div>Approval</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#send-for-approval" class="anchor-link"><div>Send for approval</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#scanning" class="anchor-link"><div>Scanning</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="tasks-during-contract-processes"><a href="#tasks-during-contract-processes" class="header-anchor">#</a> Tasks during contract processes</h1> <p>There are different tasks during stages Review, Approval, and Signature that users need to take care of. Those tasks are in the form of activity entity <strong>Task</strong> records. They remind you of actions you need to do.</p> <h2 id="what-do-i-find-in-the-task-record"><a href="#what-do-i-find-in-the-task-record" class="header-anchor">#</a> What do I find in the task record</h2> <p>When you open the task, you will find there <strong>Subject</strong>, <strong>Description</strong> and in <strong>Regarding</strong> attribute, there will be the record you need to take care of.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-2.png" alt="Dashboard"></p> <h2 id="where-do-i-find-the-tasks"><a href="#where-do-i-find-the-tasks" class="header-anchor">#</a> Where do I find the tasks</h2> <p>You can see the tasks in two places in the TALXIS Contract. The first place is the <strong>My Contracts And Tasks</strong> dashboard, and the second one is the timeline of the record on which you need to take action.</p> <h3 id="dashboard"><a href="#dashboard" class="header-anchor">#</a> Dashboard</h3> <p>In the <strong>Activities Dashboard</strong>, there are task views and charts with all your tasks. Learn more about this dashboard: <a href="/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/">Activities Dashboard</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-1.png" alt="Dashboard"></p> <h3 id="timeline"><a href="#timeline" class="header-anchor">#</a> Timeline</h3> <p>When you go to any contract record, you'll find there a timeline. It is used to store activities linked to a record. You will find more about timelines and how to operate with them here: <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">Timeline</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-3.png" alt="Timeline"></p> <h2 id="type-of-tasks"><a href="#type-of-tasks" class="header-anchor">#</a> Type of tasks</h2> <h3 id="review-contract"><a href="#review-contract" class="header-anchor">#</a> Review contract</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-4.png" alt="Review Contract"></p> <h3 id="resolve-comments"><a href="#resolve-comments" class="header-anchor">#</a> Resolve comments</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-5.png" alt="Resolve Comments"></p> <h3 id="implement-comments"><a href="#implement-comments" class="header-anchor">#</a> Implement comments</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-6.png" alt="Implement Comments"></p> <h3 id="approval"><a href="#approval" class="header-anchor">#</a> Approval</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-7.png" alt="Approval"></p> <h3 id="send-for-approval"><a href="#send-for-approval" class="header-anchor">#</a> Send for approval</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-8.png" alt=" Send for Signature"></p> <h3 id="scanning"><a href="#scanning" class="header-anchor">#</a> Scanning</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-9.png" alt=" Scanning"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#what-do-i-find-in-the-task-record" class="anchor-link"><div>What do I find in the task record</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#where-do-i-find-the-tasks" class="anchor-link"><div>Where do I find the tasks</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#dashboard" class="anchor-link"><div>Dashboard</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#timeline" class="anchor-link"><div>Timeline</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#type-of-tasks" class="anchor-link"><div>Type of tasks</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#review-contract" class="anchor-link"><div>Review contract</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#resolve-comments" class="anchor-link"><div>Resolve comments</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#implement-comments" class="anchor-link"><div>Implement comments</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#approval" class="anchor-link"><div>Approval</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#send-for-approval" class="anchor-link"><div>Send for approval</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes/#scanning" class="anchor-link"><div>Scanning</div></a></li></ul></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="tasks-during-contract-processes"><a href="#tasks-during-contract-processes" class="header-anchor">#</a> Tasks during contract processes</h1> <p>There are different tasks during stages Review, Approval, and Signature that users need to take care of. Those tasks are in the form of activity entity <strong>Task</strong> records. They remind you of actions you need to do.</p> <h2 id="what-do-i-find-in-the-task-record"><a href="#what-do-i-find-in-the-task-record" class="header-anchor">#</a> What do I find in the task record</h2> <p>When you open the task, you will find there <strong>Subject</strong>, <strong>Description</strong> and in <strong>Regarding</strong> attribute, there will be the record you need to take care of.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-2.png" alt="Dashboard"></p> <h2 id="where-do-i-find-the-tasks"><a href="#where-do-i-find-the-tasks" class="header-anchor">#</a> Where do I find the tasks</h2> <p>You can see the tasks in two places in the TALXIS Contract. The first place is the <strong>My Contracts And Tasks</strong> dashboard, and the second one is the timeline of the record on which you need to take action.</p> <h3 id="dashboard"><a href="#dashboard" class="header-anchor">#</a> Dashboard</h3> <p>In the <strong>Activities Dashboard</strong>, there are task views and charts with all your tasks. Learn more about this dashboard: <a href="/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/">Activities Dashboard</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-1.png" alt="Dashboard"></p> <h3 id="timeline"><a href="#timeline" class="header-anchor">#</a> Timeline</h3> <p>When you go to any contract record, you'll find there a timeline. It is used to store activities linked to a record. You will find more about timelines and how to operate with them here: <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">Timeline</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-3.png" alt="Timeline"></p> <h2 id="type-of-tasks"><a href="#type-of-tasks" class="header-anchor">#</a> Type of tasks</h2> <h3 id="review-contract"><a href="#review-contract" class="header-anchor">#</a> Review contract</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-4.png" alt="Review Contract"></p> <h3 id="resolve-comments"><a href="#resolve-comments" class="header-anchor">#</a> Resolve comments</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-5.png" alt="Resolve Comments"></p> <h3 id="implement-comments"><a href="#implement-comments" class="header-anchor">#</a> Implement comments</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-6.png" alt="Implement Comments"></p> <h3 id="approval"><a href="#approval" class="header-anchor">#</a> Approval</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-7.png" alt="Approval"></p> <h3 id="send-for-approval"><a href="#send-for-approval" class="header-anchor">#</a> Send for approval</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-8.png" alt=" Send for Signature"></p> <h3 id="scanning"><a href="#scanning" class="header-anchor">#</a> Scanning</h3> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/tasks-during-contract-processes-9.png" alt=" Scanning"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/tasks-during-contract-processes.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/notify-users-about-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Terminate contract
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Terminate contract
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/terminate-contract/#how-to-terminate-a-contract" class="anchor-link"><div>How to terminate a contract</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/terminate-contract/#contract-with-amendments" class="anchor-link"><div>Contract with amendments</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="terminate-contract"><a href="#terminate-contract" class="header-anchor">#</a> Terminate contract</h1> <p>To keep your contracts on track, you have an option to terminate them. When terminating a contract, you have an option to fill <strong>Valid To</strong> attribute if the contract validity doesn't end right away.</p> <h2 id="how-to-terminate-a-contract"><a href="#how-to-terminate-a-contract" class="header-anchor">#</a> How to terminate a contract</h2> <ol><li>Navigate to an active contract you want to terminate.</li> <li>Click the <strong>Terminate Contract</strong> button in the ribbon.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-2.png" alt="Terminate Contract Button"></p> <ol start="3"><li>Dialog on the right side of the screen will appear.</li></ol> <p>Here you have an option to specify when the validity of the contract will end.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-1.png" alt="Terminate Contract Dialog"></p> <ol start="4"><li>Click the <strong>Close Contract</strong> button.</li></ol> <p>After termination finishes, the page will reload and you will see your terminated contract.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-3.png" alt="Terminated Contract"></p> <h2 id="contract-with-amendments"><a href="#contract-with-amendments" class="header-anchor">#</a> Contract with amendments</h2> <p>If you terminate a contract with amendments, it will also end the amendments.</p> <p>Valid amendments will have a new status reason <strong>Cancelled</strong>, and drafted ones will be <strong>Discarded</strong>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/terminate-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/terminate-contract/#how-to-terminate-a-contract" class="anchor-link"><div>How to terminate a contract</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/contract/terminate-contract/#contract-with-amendments" class="anchor-link"><div>Contract with amendments</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="terminate-contract"><a href="#terminate-contract" class="header-anchor">#</a> Terminate contract</h1> <p>To keep your contracts on track, you have an option to terminate them. When terminating a contract, you have an option to fill <strong>Valid To</strong> attribute if the contract validity doesn't end right away.</p> <h2 id="how-to-terminate-a-contract"><a href="#how-to-terminate-a-contract" class="header-anchor">#</a> How to terminate a contract</h2> <ol><li>Navigate to an active contract you want to terminate.</li> <li>Click the <strong>Terminate Contract</strong> button in the ribbon.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-2.png" alt="Terminate Contract Button"></p> <ol start="3"><li>Dialog on the right side of the screen will appear.</li></ol> <p>Here you have an option to specify when the validity of the contract will end.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-1.png" alt="Terminate Contract Dialog"></p> <ol start="4"><li>Click the <strong>Close Contract</strong> button.</li></ol> <p>After termination finishes, the page will reload and you will see your terminated contract.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/Contract/terminate-contract-3.png" alt="Terminated Contract"></p> <h2 id="contract-with-amendments"><a href="#contract-with-amendments" class="header-anchor">#</a> Contract with amendments</h2> <p>If you terminate a contract with amendments, it will also end the amendments.</p> <p>Valid amendments will have a new status reason <strong>Cancelled</strong>, and drafted ones will be <strong>Discarded</strong>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/contract/terminate-contract.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/amend-valid-contract/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Amend valid contract
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     Add a purchase invoice detail
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/#where-to-find-purchase-invoice-details" class="anchor-link"><div>Where to find purchase invoice details?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/#create-a-new-purchase-invoice-detail" class="anchor-link"><div>Create a new purchase invoice detail</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/#edit-a-purchase-invoice-detail" class="anchor-link"><div>Edit a purchase invoice detail</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/#deactivate-a-purchase-invoice-detail" class="anchor-link"><div>Deactivate a purchase invoice detail</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="add-a-purchase-invoice-detail"><a href="#add-a-purchase-invoice-detail" class="header-anchor">#</a> Add a purchase invoice detail</h1> <h2 id="where-to-find-purchase-invoice-details"><a href="#where-to-find-purchase-invoice-details" class="header-anchor">#</a> Where to find purchase invoice details?</h2> <p>Purchase invoice details can be found in each invoice in the <strong>Products</strong> tab. If you have not yet created a purchase invoice, see this page: <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/">Create a purchase invoice</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/purchaseDetailSubgrid.png" alt="Filled in purchase invoice form"></p> <h2 id="create-a-new-purchase-invoice-detail"><a href="#create-a-new-purchase-invoice-detail" class="header-anchor">#</a> Create a new purchase invoice detail</h2> <ol><li><p>Open the record with purchase invoice. If you have not yet created a purchase invoice, see this page: <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/">Create a purchase invoice</a>.</p></li> <li><p>Go to the <strong>Products</strong> tab and press <strong>New Purchase Invoice Detail</strong>.</p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/addNewInvoiceDetail.png" alt="Create new purchase invoice detail"></p> <p>The <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form/">quick create form</a> on the right will open.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceDetailForm.png" alt="Purchase invoice detail form"></p> <ol start="3"><li>Fill in the form.</li></ol> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th> <th style="text-align:center;">Example</th></tr></thead> <tbody><tr><td>Name of Purchase Invoice Detail</td> <td style="text-align:left;">Name of purchase invoice detail. This field is *<strong>required</strong>.</td> <td style="text-align:center;">Tesla model S</td></tr> <tr><td>Purchase Invoice Header</td> <td style="text-align:left;">Purchase invoice which includes the details of the invoice. This field is automatically pre-filled with the invoice from which we create the invoice detail.</td> <td style="text-align:center;"></td></tr> <tr><td>Currency</td> <td style="text-align:left;">The currency is pre-filled according to the system settings.</td> <td style="text-align:center;">Czech koruna</td></tr> <tr><td>Price per Unit</td> <td style="text-align:left;">Price per unit of purchase invoice detail. This field is *<strong>required</strong>.</td> <td style="text-align:center;">10 500 kč</td></tr> <tr><td>VAT per Unit</td> <td style="text-align:left;">VAT rate from the price of the product. This field is <strong>required</strong>.</td> <td style="text-align:center;">1500 kč</td></tr> <tr><td>Quantity</td> <td style="text-align:left;">Number of units.</td> <td style="text-align:center;">20</td></tr></tbody></table> <ol start="4"><li>Create a new purchase level category.<br>
 To save the purchase invoice detail form, it is mandatory to at least select <strong>Category level one</strong>.</li></ol> <div class="custom-block tip"><p class="custom-block-title">Tips</p> <p>Category level is groupings of similar goods or services.</p> <p><strong>Example:</strong> John created a purchase invoice for the purchase of new office chairs and for the proposal to pass the administration should approve it.</p></div> <p>Click on the purchase category level one field and press <strong>New Purchase Category Level One</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/newPurchaseCategoryLevel.png" alt="Create new purchase category level"></p> <p>A new <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form/">quick create form</a>  opens.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/purchaseCategoryLevelForm.png" alt="Purchase category level form"></p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th> <th style="text-align:center;">Example</th></tr></thead> <tbody><tr><td>Name</td> <td style="text-align:left;">Name of purchase category level. This field is *<strong>required</strong>.</td> <td style="text-align:center;">Administration</td></tr> <tr><td>Purchase Category Approver</td> <td style="text-align:left;">The user who must approve the purchase invoice. This field is *<strong>required</strong>.</td> <td style="text-align:center;"></td></tr> <tr><td>Automatic Approval Amount Limit</td> <td style="text-align:left;">If the purchase invoice detail price is higher than the <strong>Automatic Approval Amount Limit</strong>, the category level approver must approve the purchase invoice.</td> <td style="text-align:center;">10000</td></tr></tbody></table> <p>Filled form<br> <img src="/.attachments/ModelDrivenAppUserGuide/filledCategoryLevelForm.png" alt="Filled purchase category level form"></p> <ol start="5"><li>Save the form<br>
-The saved form should look like the photo below.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/filledPurchaseInvoiceDetailForm.png" alt="Filled purchase invoice details form"></p> <p>After saving the form, there will be a new record in the <a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/">subgrid</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceDeatilSubgrid.png" alt="Purchase invoice details subgrid"></p> <p>You can also see the total price for products on the <strong>Information</strong> tab.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/totalAmountPurchaseInvoice.png" alt="Total amount of purchase invoice"></p> <h2 id="edit-a-purchase-invoice-detail"><a href="#edit-a-purchase-invoice-detail" class="header-anchor">#</a> Edit a purchase invoice detail</h2> <ol><li><p>Open the record with purchase invoice. If you have not yet created a purchase invoice, see this page: <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/">Create a purchase invoice</a>.</p></li> <li><p>Go to the <strong>Products</strong> tab.</p></li> <li><p>Highlight the purchase invoice detail you want to edit and press <strong>Edit</strong> button.</p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/editPurchaseInvoiceDetail.png" alt="Edit purchase invoice detail"></p> <h2 id="deactivate-a-purchase-invoice-detail"><a href="#deactivate-a-purchase-invoice-detail" class="header-anchor">#</a> Deactivate a purchase invoice detail</h2> <div class="custom-block danger"><p class="custom-block-title">Warning</p> <p>Never delete records, always deactivate them.</p></div> <ol><li><p>Open the record with purchase invoice. If you have not yet created a purchase invoice, see this page: <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/">Create a purchase invoice</a>.</p></li> <li><p>Go to the <strong>Products</strong> tab.</p></li> <li><p>Highlight the purchase invoice detail you want to deactivate and press <strong>Deactivate</strong> button.</p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/deactivatePurchaseInvoiceDetail.png" alt="Deactivate purchase invoice detail"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+The saved form should look like the photo below.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/filledPurchaseInvoiceDetailForm.png" alt="Filled purchase invoice details form"></p> <p>After saving the form, there will be a new record in the <a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards/">subgrid</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceDeatilSubgrid.png" alt="Purchase invoice details subgrid"></p> <p>You can also see the total price for products on the <strong>Information</strong> tab.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/totalAmountPurchaseInvoice.png" alt="Total amount of purchase invoice"></p> <h2 id="edit-a-purchase-invoice-detail"><a href="#edit-a-purchase-invoice-detail" class="header-anchor">#</a> Edit a purchase invoice detail</h2> <ol><li><p>Open the record with purchase invoice. If you have not yet created a purchase invoice, see this page: <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/">Create a purchase invoice</a>.</p></li> <li><p>Go to the <strong>Products</strong> tab.</p></li> <li><p>Highlight the purchase invoice detail you want to edit and press <strong>Edit</strong> button.</p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/editPurchaseInvoiceDetail.png" alt="Edit purchase invoice detail"></p> <h2 id="deactivate-a-purchase-invoice-detail"><a href="#deactivate-a-purchase-invoice-detail" class="header-anchor">#</a> Deactivate a purchase invoice detail</h2> <div class="custom-block danger"><p class="custom-block-title">Warning</p> <p>Never delete records, always deactivate them.</p></div> <ol><li><p>Open the record with purchase invoice. If you have not yet created a purchase invoice, see this page: <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/">Create a purchase invoice</a>.</p></li> <li><p>Go to the <strong>Products</strong> tab.</p></li> <li><p>Highlight the purchase invoice detail you want to deactivate and press <strong>Deactivate</strong> button.</p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/deactivatePurchaseInvoiceDetail.png" alt="Deactivate purchase invoice detail"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -92,11 +92,11 @@
         Approval of purchase invoice
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Approval of purchase invoice
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#pending-for-approval-stage" class="anchor-link"><div>Pending for approval stage</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#pre-approved-stage" class="anchor-link"><div>Pre-approved stage</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#what-if-the-purchase-invoice-is-rejected" class="anchor-link"><div>What if the purchase invoice is rejected?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#what-if-the-approver-is-not-available" class="anchor-link"><div>What if the approver is not available?</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="approval-of-purchase-invoice"><a href="#approval-of-purchase-invoice" class="header-anchor">#</a> Approval of purchase invoice</h1> <p>The approval process is divided into two stages. <a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#pending-for-approval-stage">Pending for approval</a> stage and <a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#pre-approved-stage">Pre-approved</a> stage. At each stage, the purchase invoice is approved by a different type of user.</p> <p>Notification of acceptance of purchase invoice will come via <strong>email</strong> or <strong>ms teams</strong> as you can see on the <a href="/en/user-guide/model-driven-apps/business-process/procurement/#sending-purchase-invoices-for-the-approval-process">first page</a>.</p> <h2 id="pending-for-approval-stage"><a href="#pending-for-approval-stage" class="header-anchor">#</a> Pending for approval stage</h2> <p>At this stage, the purchase invoice is sent for approval to the <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#category-level-approver">category level approvers</a> or to the users in the <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#override-approvers">override approvers section</a>.</p> <p>If the purchase invoice <strong>is approved</strong>, it is sent to the <a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#pre-approved-stage">Pre-approved</a> stage.</p> <h2 id="pre-approved-stage"><a href="#pre-approved-stage" class="header-anchor">#</a> Pre-approved stage</h2> <p>At this stage, purchase invoices must be approved by <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#override-approvers">chief approvers</a>.</p> <p>If the purchase invoice is approved, it becomes <strong>Closed</strong> and <a href="/en/user-guide/model-driven-apps/business-process/procurement/mark-invoice-as-paid/">payment is awaited</a>.</p> <p>For both stages, you can see a note in the <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">timeline</a> that the purchase invoice has been approved.<br> <img src="/.attachments/ModelDrivenAppUserGuide/approveTimeline.png" alt="Approve in timeline"></p> <h2 id="what-if-the-purchase-invoice-is-rejected"><a href="#what-if-the-purchase-invoice-is-rejected" class="header-anchor">#</a> What if the purchase invoice is rejected?</h2> <p>If the purchase invoice <strong>is not approved</strong>, it is sent back to the owner for adjustment. After edits, the user can <a href="/en/user-guide/model-driven-apps/business-process/procurement/sent-for-approval">resubmit it for approval</a></p> <h2 id="what-if-the-approver-is-not-available"><a href="#what-if-the-approver-is-not-available" class="header-anchor">#</a> What if the approver is not available?</h2> <p>Sometimes it happens that the approver is not available (out of office) for approval of the purchase invoice and without this purchase the company would not be able to function. In this case, the approval of the invoice is automatically redirected to his superior.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/FindDelegation.png" alt="Find Delegation"></p> <p>The picture above shows the simple structure of the company. In this case, the purchase invoice must be approved by <em>Approver 1</em> and <em>Approver 2</em>.</p> <p><em>Approver 2</em> approves the invoice because she is available. However, <em>Approver 1</em> is not available, so the invoice must be approved by his supervisor. Unfortunately, the superior of <em>Approver 1</em> is not available either, so the approval process will be transferred to the CEO.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/sent-for-approval/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#pending-for-approval-stage" class="anchor-link"><div>Pending for approval stage</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#pre-approved-stage" class="anchor-link"><div>Pre-approved stage</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#what-if-the-purchase-invoice-is-rejected" class="anchor-link"><div>What if the purchase invoice is rejected?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#what-if-the-approver-is-not-available" class="anchor-link"><div>What if the approver is not available?</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="approval-of-purchase-invoice"><a href="#approval-of-purchase-invoice" class="header-anchor">#</a> Approval of purchase invoice</h1> <p>The approval process is divided into two stages. <a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#pending-for-approval-stage">Pending for approval</a> stage and <a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#pre-approved-stage">Pre-approved</a> stage. At each stage, the purchase invoice is approved by a different type of user.</p> <p>Notification of acceptance of purchase invoice will come via <strong>email</strong> or <strong>ms teams</strong> as you can see on the <a href="/en/user-guide/model-driven-apps/business-process/procurement/#sending-purchase-invoices-for-the-approval-process">first page</a>.</p> <h2 id="pending-for-approval-stage"><a href="#pending-for-approval-stage" class="header-anchor">#</a> Pending for approval stage</h2> <p>At this stage, the purchase invoice is sent for approval to the <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#category-level-approver">category level approvers</a> or to the users in the <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#override-approvers">override approvers section</a>.</p> <p>If the purchase invoice <strong>is approved</strong>, it is sent to the <a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/#pre-approved-stage">Pre-approved</a> stage.</p> <h2 id="pre-approved-stage"><a href="#pre-approved-stage" class="header-anchor">#</a> Pre-approved stage</h2> <p>At this stage, purchase invoices must be approved by <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#override-approvers">chief approvers</a>.</p> <p>If the purchase invoice is approved, it becomes <strong>Closed</strong> and <a href="/en/user-guide/model-driven-apps/business-process/procurement/mark-invoice-as-paid/">payment is awaited</a>.</p> <p>For both stages, you can see a note in the <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">timeline</a> that the purchase invoice has been approved.<br> <img src="/.attachments/ModelDrivenAppUserGuide/approveTimeline.png" alt="Approve in timeline"></p> <h2 id="what-if-the-purchase-invoice-is-rejected"><a href="#what-if-the-purchase-invoice-is-rejected" class="header-anchor">#</a> What if the purchase invoice is rejected?</h2> <p>If the purchase invoice <strong>is not approved</strong>, it is sent back to the owner for adjustment. After edits, the user can <a href="/en/user-guide/model-driven-apps/business-process/procurement/sent-for-approval">resubmit it for approval</a></p> <h2 id="what-if-the-approver-is-not-available"><a href="#what-if-the-approver-is-not-available" class="header-anchor">#</a> What if the approver is not available?</h2> <p>Sometimes it happens that the approver is not available (out of office) for approval of the purchase invoice and without this purchase the company would not be able to function. In this case, the approval of the invoice is automatically redirected to his superior.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/FindDelegation.png" alt="Find Delegation"></p> <p>The picture above shows the simple structure of the company. In this case, the purchase invoice must be approved by <em>Approver 1</em> and <em>Approver 2</em>.</p> <p><em>Approver 2</em> approves the invoice because she is available. However, <em>Approver 1</em> is not available, so the invoice must be approved by his supervisor. Unfortunately, the superior of <em>Approver 1</em> is not available either, so the approval process will be transferred to the CEO.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/sent-for-approval/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#what-is-a-purchase-invoice" class="anchor-link"><div>What is a purchase invoice?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#where-to-find-them" class="anchor-link"><div>Where to find them?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#create-a-purchase-invoice" class="anchor-link"><div>Create a purchase invoice</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#timeline" class="anchor-link"><div>Timeline</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#override-approvers" class="anchor-link"><div>Override approvers</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#products" class="anchor-link"><div>Products</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#approval" class="anchor-link"><div>Approval</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-an-manage-purchase-invoice"><a href="#create-an-manage-purchase-invoice" class="header-anchor">#</a> Create an manage purchase invoice</h1> <p>In this section we will show you how to create a purchase invoice and what else is on the purchase invoice form.</p> <h2 id="what-is-a-purchase-invoice"><a href="#what-is-a-purchase-invoice" class="header-anchor">#</a> What is a purchase invoice?</h2> <p>It is a document that is issued by the purchaser of goods and services, confirming that the order is indeed valid and has been fulfilled by the seller. This invoice is created after the purchase order which is issued by the purchaser to the seller. The due date on the purchase invoice is the date by which the purchaser commits to pay the seller for the itemized goods and services. <a href="https://livfin.com/blog/difference-between-sales-purchase-invoice-finance/" target="_blank" rel="noopener noreferrer"><span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></p> <h2 id="where-to-find-them"><a href="#where-to-find-them" class="header-anchor">#</a> Where to find them?</h2> <p>All purchase invoices can be found in the <strong>Purchase invoice</strong> group on the <a href="/en/user-guide/model-driven-apps/basic-app-elements/sitemap/">sitemap</a>. This group divides into subareas: <strong>New, Pending for approval, Pre-approved, Closed, Paid, All</strong> according to which stage of the <a href="/en/user-guide/model-driven-apps/basic-app-elements/business-process-flow/">business process flow</a> the purchase invoice is currently in.</p> <p>After clicking on one of the subareas, a view with records will open. More about views <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceGroup.png" alt="Purchase invoice group"></p> <h2 id="create-a-purchase-invoice"><a href="#create-a-purchase-invoice" class="header-anchor">#</a> Create a purchase invoice</h2> <ol><li>In the <strong>Purchase Invoices</strong> group, select <strong>New</strong> subarea.</li> <li>Press the <strong>New</strong> button at the top
 <img src="/.attachments/ModelDrivenAppUserGuide/createPurchaseInvoice.png" alt="Create purchase invoice"></li></ol> <p>After pressing the <strong>New</strong> button, the purchase invoice form will open. More about forms <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceForm.png" alt="Purchase invoice form"></p> <ol start="3"><li>Fill in a form.<br>
 There are many fields in the form that can be filled in. Not all fields and <a href="/en/user-guide/model-driven-apps/basic-app-elements/controls/">controls</a> are available immediately after opening the form, but only after saving the form.</li></ol> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>The form header contains the <strong>owner</strong> of the purchase invoice, <strong>status</strong> and the <strong>status reason</strong>. These fields cannot be modified!<br> <img src="/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceFormHeader.png" alt="Purchase invoice form header"></p></div> <p>The fields described in the tables below are divided by section.</p> <p><strong>Information</strong></p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th> <th style="text-align:center;">Example</th></tr></thead> <tbody><tr><td>Internal Id</td> <td style="text-align:left;">Automatically generated purchase invoice id after saving the form. This field cannot be edited.</td> <td style="text-align:center;">PI00003</td></tr> <tr><td>Purchase Invoice Number</td> <td style="text-align:left;">Own invoice number.</td> <td style="text-align:center;">You can enter the number of the month when the invoice was issued. (January = 1)</td></tr> <tr><td>Invoice Name</td> <td style="text-align:left;">The name of your purchase invoice. This field is <strong>required.</strong></td> <td style="text-align:center;">Purchase of cars</td></tr> <tr><td>Supplier</td> <td style="text-align:left;">The supplier is the account from which you receive the product. You can select an existing account with <a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">lookup control</a>  or create a new one via <a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#create-a-new-account">forms</a> or <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form">quickcreate form</a>. This field is <strong>required.</strong></td> <td style="text-align:center;"></td></tr> <tr><td>Project</td> <td style="text-align:left;">Project under which the invoice is issued. You can select an existing project with <a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">lookup control</a>  or create a new one via <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-project/#create-a-new-account">forms</a> or <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form">quickcreate form</a>. This field is <strong>required.</strong></td> <td style="text-align:center;"></td></tr> <tr><td>Project Detail</td> <td style="text-align:left;">Detail of the project. You can select an existing project detail with <a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">lookup control</a>  or create a new one via <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-project/#create-a-new-account">forms</a> or <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form">quickcreate form</a>.</td> <td style="text-align:center;"></td></tr> <tr><td>Customer</td> <td style="text-align:left;">The customer is the account for which we purchase products. You can select an existing account with <a href="/en/user-guide/model-driven-apps/basic-app-elements/lookup/">lookup control</a>  or create a new one via <a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts/#create-a-new-account">forms</a> or <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/#quickcreate-form">quickcreate form</a>. This field is <strong>required.</strong></td> <td style="text-align:center;"></td></tr> <tr><td>Currency</td> <td style="text-align:left;">The currency is pre-filled according to the system settings.</td> <td style="text-align:center;">Czech koruna</td></tr> <tr><td>Total Amount</td> <td style="text-align:left;">The total amount is automatically calculated from the products that are on the invoice.</td> <td style="text-align:center;"></td></tr> <tr><td>Total Amount with VAT</td> <td style="text-align:left;">The total amount with VAT is automatically calculated from the products that are on the invoice.</td> <td style="text-align:center;"></td></tr></tbody></table> <p><strong>Details</strong></p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th> <th style="text-align:center;">Example</th></tr></thead> <tbody><tr><td>Invoice Type</td> <td style="text-align:left;">The type of invoice you want to approve.</td> <td style="text-align:center;">Invoice/Performa Invoice/Notice</td></tr> <tr><td>Variable Symbol</td> <td style="text-align:left;">Variable symbol when paying an invoice.</td> <td style="text-align:center;"></td></tr> <tr><td>Description</td> <td style="text-align:left;">Invoice description.</td> <td style="text-align:center;">Cars for the logistics department</td></tr></tbody></table> <p><strong>Dates</strong></p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td>Date of Issue</td> <td style="text-align:left;">The day the invoice was issued. This field is <strong>required.</strong></td></tr> <tr><td>Date of Taxable Supply</td> <td style="text-align:left;">This field is <strong>required.</strong></td></tr> <tr><td>Due Date</td> <td style="text-align:left;">Purchase invoice due date. This field is <strong>required.</strong></td></tr> <tr><td>Approval Started On</td> <td style="text-align:left;">The date when the approval process began. This field is filled in automatically.</td></tr> <tr><td>Payment Sent On</td> <td style="text-align:left;">The date the payment was sent.</td></tr></tbody></table> <ol start="4"><li>Save the form<br>
-The saved form should look like the photo below.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/filledInPurchaseInvoiceForm.png" alt="Filled in purchase invoice form"></p> <h2 id="timeline"><a href="#timeline" class="header-anchor">#</a> Timeline</h2> <p>The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record. In addition to the classic actions with a timeline, the timeline will also display information about whether the purchase invoice was approved, etc. This functionality is available only after saving the form. More information about timeline <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/timelineInPI.png" alt="Timeline in purchase invoice"></p> <h2 id="override-approvers"><a href="#override-approvers" class="header-anchor">#</a> Override approvers</h2> <p>In the <strong>Override Approvers</strong> section, you can set the purchase invoice to be approved by a user other than the <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#category-level-approver">category level approver</a>. To select a new approver, press three dots and add existing user.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/overrideApprover.png" alt="Override approvers"></p> <h2 id="products"><a href="#products" class="header-anchor">#</a> Products</h2> <p>In the <strong>Products</strong> tab, you can add new purchase invoice details. Purchase invoice can contain more purchase invoice details. More about creating purchase invoice details <a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceProducts.png" alt="Filled in purchase invoice form"></p> <h2 id="approval"><a href="#approval" class="header-anchor">#</a> Approval</h2> <p>The <strong>Approval</strong> tab contains information about the procurement process. These fields cannot be edited and are updated automatically.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/approvalTab.png" alt="Approval tab"></p> <p><strong>Durations in days</strong></p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td>Prepare Stage For</td> <td style="text-align:left;">How many days was the purchase invoice in the <strong>Prepare</strong> stage.</td></tr> <tr><td>Pending for Approval Stage For</td> <td style="text-align:left;">How many days was the invoice in the <strong>Pending for Approval</strong> stage.</td></tr> <tr><td>Pre-Approved Stage For</td> <td style="text-align:left;">How many days was the invoice in the <strong>Pre-Approved</strong> stage.</td></tr> <tr><td>Closed Stage For</td> <td style="text-align:left;">How many days was the invoice in the <strong>Closed</strong> stage.</td></tr></tbody></table> <p><strong>Dates</strong></p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td>Approval Started On</td> <td style="text-align:left;">The date when the approval process began.</td></tr> <tr><td>Pending for Approval From</td> <td style="text-align:left;">The date when the approval emails has been sent for the <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#category-level-approver">category level approvers</a> or approvers define in <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#override-approvers">override section</a>.</td></tr> <tr><td>Pre-approved From</td> <td style="text-align:left;">The date when the approval emails has been sent for the <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#chief-approver">chief approvers</a>.</td></tr> <tr><td>Closed From</td> <td style="text-align:left;">The date from which the purchase invoice is closed and waiting for confirmation of payment.</td></tr></tbody></table> <p><strong>Other</strong></p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td>Total Amount Check</td> <td style="text-align:left;">Total amount from all purchase invoice details in <strong>Products</strong> tab.</td></tr> <tr><td>Total Amount with VAT Check</td> <td style="text-align:left;">Total amount with VAT from all purchase invoice details in <strong>Products</strong> tab.</td></tr> <tr><td>Were Total Amounts Changed During Approval</td> <td style="text-align:left;">If the total amount in the purchase invoice has changed during the procurement process, this field will be set to <strong>yes</strong>.</td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/project/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+The saved form should look like the photo below.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/filledInPurchaseInvoiceForm.png" alt="Filled in purchase invoice form"></p> <h2 id="timeline"><a href="#timeline" class="header-anchor">#</a> Timeline</h2> <p>The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record. In addition to the classic actions with a timeline, the timeline will also display information about whether the purchase invoice was approved, etc. This functionality is available only after saving the form. More information about timeline <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/timelineInPI.png" alt="Timeline in purchase invoice"></p> <h2 id="override-approvers"><a href="#override-approvers" class="header-anchor">#</a> Override approvers</h2> <p>In the <strong>Override Approvers</strong> section, you can set the purchase invoice to be approved by a user other than the <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#category-level-approver">category level approver</a>. To select a new approver, press three dots and add existing user.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/overrideApprover.png" alt="Override approvers"></p> <h2 id="products"><a href="#products" class="header-anchor">#</a> Products</h2> <p>In the <strong>Products</strong> tab, you can add new purchase invoice details. Purchase invoice can contain more purchase invoice details. More about creating purchase invoice details <a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/purchaseInvoiceProducts.png" alt="Filled in purchase invoice form"></p> <h2 id="approval"><a href="#approval" class="header-anchor">#</a> Approval</h2> <p>The <strong>Approval</strong> tab contains information about the procurement process. These fields cannot be edited and are updated automatically.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/approvalTab.png" alt="Approval tab"></p> <p><strong>Durations in days</strong></p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td>Prepare Stage For</td> <td style="text-align:left;">How many days was the purchase invoice in the <strong>Prepare</strong> stage.</td></tr> <tr><td>Pending for Approval Stage For</td> <td style="text-align:left;">How many days was the invoice in the <strong>Pending for Approval</strong> stage.</td></tr> <tr><td>Pre-Approved Stage For</td> <td style="text-align:left;">How many days was the invoice in the <strong>Pre-Approved</strong> stage.</td></tr> <tr><td>Closed Stage For</td> <td style="text-align:left;">How many days was the invoice in the <strong>Closed</strong> stage.</td></tr></tbody></table> <p><strong>Dates</strong></p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td>Approval Started On</td> <td style="text-align:left;">The date when the approval process began.</td></tr> <tr><td>Pending for Approval From</td> <td style="text-align:left;">The date when the approval emails has been sent for the <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#category-level-approver">category level approvers</a> or approvers define in <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/#override-approvers">override section</a>.</td></tr> <tr><td>Pre-approved From</td> <td style="text-align:left;">The date when the approval emails has been sent for the <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#chief-approver">chief approvers</a>.</td></tr> <tr><td>Closed From</td> <td style="text-align:left;">The date from which the purchase invoice is closed and waiting for confirmation of payment.</td></tr></tbody></table> <p><strong>Other</strong></p> <table><thead><tr><th>Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td>Total Amount Check</td> <td style="text-align:left;">Total amount from all purchase invoice details in <strong>Products</strong> tab.</td></tr> <tr><td>Total Amount with VAT Check</td> <td style="text-align:left;">Total amount with VAT from all purchase invoice details in <strong>Products</strong> tab.</td></tr> <tr><td>Were Total Amounts Changed During Approval</td> <td style="text-align:left;">If the total amount in the purchase invoice has changed during the procurement process, this field will be set to <strong>yes</strong>.</td></tr></tbody></table></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/project/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -91,11 +91,11 @@
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Procurement
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/#organizations-and-contacts-management" class="anchor-link"><div>Organizations and contacts management</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/#sending-purchase-invoices-for-the-approval-process" class="anchor-link"><div>Sending purchase invoices for the approval process</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/#mark-purchase-invoice-as-paid" class="anchor-link"><div>Mark purchase invoice as paid</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="procurement"><a href="#procurement" class="header-anchor">#</a> Procurement</h1> <p>Procurement is an application developed primarily for the management and approval of purchase invoices, but also the maintenance of a database of organizations and contacts or activities such as tasks, phonecalls, appointments etc.</p> <h2 id="organizations-and-contacts-management"><a href="#organizations-and-contacts-management" class="header-anchor">#</a> <strong>Organizations and contacts management</strong></h2> <p>The application makes it easy to manage the organizations you work with. You can create new suppliers, customers, partners, etc. Each organization can be assigned a parent organization if it is a subsidiary and assigned a primary contact with whom you communicate within the organization. More about <a href="/en/user-guide/model-driven-apps/business-process/contact-management/use-accounts">organizations and contacts</a>.</p> <h2 id="sending-purchase-invoices-for-the-approval-process"><a href="#sending-purchase-invoices-for-the-approval-process" class="header-anchor">#</a> <strong>Sending purchase invoices for the approval process</strong></h2> <p>When a company needs to buy services or products, it is good for the issued invoice to go through the approval process and thus avoid an overpriced or excessive purchase.
-With <strong>procurement</strong> application, this problem is solved. You can create a purchase invoice that will be approved before it is issued to avoid conflicts.</p> <p>Invoice approval notifications are sent to Email or MS teams, where the user can select an action of purchase invoice.</p> <p><strong>MS Teams</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/approvalTeams.png" alt="Approval in MS Teams"></p> <p><strong>Outlook</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/approvalOutlook.jpg" alt="Approval in Outlook"></p> <h2 id="mark-purchase-invoice-as-paid"><a href="#mark-purchase-invoice-as-paid" class="header-anchor">#</a> <strong>Mark purchase invoice as paid</strong></h2> <p>After the purchase invoice has been approved by all approvers, it is automatically sent to the accountant for payment. When the payment is made, they can confirm via email or MS Teams that the invoice has been paid.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/index.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/dashboard/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+With <strong>procurement</strong> application, this problem is solved. You can create a purchase invoice that will be approved before it is issued to avoid conflicts.</p> <p>Invoice approval notifications are sent to Email or MS teams, where the user can select an action of purchase invoice.</p> <p><strong>MS Teams</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/approvalTeams.png" alt="Approval in MS Teams"></p> <p><strong>Outlook</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/approvalOutlook.jpg" alt="Approval in Outlook"></p> <h2 id="mark-purchase-invoice-as-paid"><a href="#mark-purchase-invoice-as-paid" class="header-anchor">#</a> <strong>Mark purchase invoice as paid</strong></h2> <p>After the purchase invoice has been approved by all approvers, it is automatically sent to the accountant for payment. When the payment is made, they can confirm via email or MS Teams that the invoice has been paid.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/index.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contract/dashboard/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -92,9 +92,9 @@
         Mark invoice as paid
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Mark invoice as paid
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="mark-invoice-as-paid"><a href="#mark-invoice-as-paid" class="header-anchor">#</a> Mark invoice as paid</h1> <p>After <a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/">approval of the purchase invoice</a>, it is time to send the payment and mark the invoice as paid.</p> <p>An email will be automatically sent to the accountant after the approval process. accounting email is defined in the configuration. See page: <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/">Roles in procurement process</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/markAsPaidEmail.png" alt="Mark invoice as paid email"></p> <p>After submit, you will receive an email about the payment.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/markAsPaidEmailVer.png" alt="Mark invoice as paid email"></p> <p>After the accounting officer marks the purchase invoice as paid, the purchase invoice is closed and paid.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/closedPurchaseInvoice.png" alt="Closed and paid purchase invoice"></p> <p>In the <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">timeline</a> you can see a note that the payment has been sent:<br> <img src="/.attachments/ModelDrivenAppUserGuide/paymentSentInTimeline.png" alt="Note in Timeline"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/mark-invoice-as-paid.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="mark-invoice-as-paid"><a href="#mark-invoice-as-paid" class="header-anchor">#</a> Mark invoice as paid</h1> <p>After <a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/">approval of the purchase invoice</a>, it is time to send the payment and mark the invoice as paid.</p> <p>An email will be automatically sent to the accountant after the approval process. accounting email is defined in the configuration. See page: <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/">Roles in procurement process</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/markAsPaidEmail.png" alt="Mark invoice as paid email"></p> <p>After submit, you will receive an email about the payment.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/markAsPaidEmailVer.png" alt="Mark invoice as paid email"></p> <p>After the accounting officer marks the purchase invoice as paid, the purchase invoice is closed and paid.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/closedPurchaseInvoice.png" alt="Closed and paid purchase invoice"></p> <p>In the <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">timeline</a> you can see a note that the payment has been sent:<br> <img src="/.attachments/ModelDrivenAppUserGuide/paymentSentInTimeline.png" alt="Note in Timeline"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/mark-invoice-as-paid.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Approval of purchase invoice
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         Procurement process
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Procurement process
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="procurement-process"><a href="#procurement-process" class="header-anchor">#</a> Procurement process</h1> <p>In this article we will look at how the <strong>procurement process</strong> works. It all starts with the creation of a purchase invoice, which should be approved before it is issued, continues with the approval process and finally with its confirmation of payment.</p> <p>The following users are involved in the process:</p> <ul><li><strong>owner</strong> who created the purchase invoice.</li> <li><strong>chief approvers</strong> who are in charge of approving the purchase invoice.</li> <li><strong>category level approvers</strong> who approve an invoice based on whether the purchased product falls under their category.</li> <li><strong>accountant</strong> who confirms that a payment has been sent.</li></ul> <p>More about roles in procurement process: <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/">Roles in procurement process</a>.</p> <p><strong>The following flowchart shows what the procurement process looks like:</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/procurementDiagram.png" alt="Procurement diagram"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/procurement-process.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="procurement-process"><a href="#procurement-process" class="header-anchor">#</a> Procurement process</h1> <p>In this article we will look at how the <strong>procurement process</strong> works. It all starts with the creation of a purchase invoice, which should be approved before it is issued, continues with the approval process and finally with its confirmation of payment.</p> <p>The following users are involved in the process:</p> <ul><li><strong>owner</strong> who created the purchase invoice.</li> <li><strong>chief approvers</strong> who are in charge of approving the purchase invoice.</li> <li><strong>category level approvers</strong> who approve an invoice based on whether the purchased product falls under their category.</li> <li><strong>accountant</strong> who confirms that a payment has been sent.</li></ul> <p>More about roles in procurement process: <a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/">Roles in procurement process</a>.</p> <p><strong>The following flowchart shows what the procurement process looks like:</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/procurementDiagram.png" alt="Procurement diagram"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/procurement-process.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/" class="prev router-link-active"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         What is procurement?
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         Roles in procurement process
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@@ -94,11 +94,11 @@
     Create and manage a project
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/project/#where-are-the-projects" class="anchor-link"><div>Where are the projects?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/project/#create-a-project" class="anchor-link"><div>Create a project</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/project/#timeline" class="anchor-link"><div>Timeline</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/project/#accounts" class="anchor-link"><div>Accounts</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/project/#deactivate-project" class="anchor-link"><div>Deactivate project</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-and-manage-a-project"><a href="#create-and-manage-a-project" class="header-anchor">#</a> Create and manage a project</h1> <p>Each purchase invoice belongs to a specific project so that we have an overview when issuing invoices.</p> <h2 id="where-are-the-projects"><a href="#where-are-the-projects" class="header-anchor">#</a> Where are the projects?</h2> <p>All projects can be found in the <strong>Projects</strong> group on the <a href="/en/user-guide/model-driven-apps/basic-app-elements/sitemap/">sitemap</a>.</p> <p>After clicking on the <strong>Active</strong> subarea, a view with records will open. More about views <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/projectsGroup.png" alt="Project group"></p> <h2 id="create-a-project"><a href="#create-a-project" class="header-anchor">#</a> Create a project</h2> <ol><li>In the <strong>Projects</strong> group, select <strong>Active</strong> subarea.</li> <li>Press the <strong>New</strong> button at the top<br> <img src="/.attachments/ModelDrivenAppUserGuide/createNewProject.png" alt="Create purchase invoice"></li></ol> <p>After pressing the <strong>New</strong> button, the project form will open. More about forms <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/projectForm.png" alt="Project form"></p> <ol start="3"><li>Fill in a form.<br>
 There are many fields in the form that can be filled in. Not all fields and <a href="/en/user-guide/model-driven-apps/basic-app-elements/controls/">controls</a> are available immediately after opening the form, but only after saving the form.</li></ol> <p>To create a project, just enter the <strong>project name</strong>, as this field is <strong>required</strong>.</p> <p>There are also other fields on the form such as scheduled project start, Expected cost, expected income, etc.</p> <ol start="4"><li>Save the form<br>
-The saved form should look like the photo below.<br> <img src="/.attachments/ModelDrivenAppUserGuide/projectFilledInForm.png" alt="Filled in purchase invoice form"></li></ol> <h2 id="timeline"><a href="#timeline" class="header-anchor">#</a> Timeline</h2> <p>The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record. More information about timeline <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/timelineInProject.png" alt="Timeline in project"></p> <h2 id="accounts"><a href="#accounts" class="header-anchor">#</a> Accounts</h2> <p>Within the project, you can include the accounts to which the project applies. To add an account, press three dots and add an existing account.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/addAccountToProject.png" alt="Add account to project"></p> <h2 id="deactivate-project"><a href="#deactivate-project" class="header-anchor">#</a> Deactivate project</h2> <p>If the project is no longer active, you can deactivate it.</p> <div class="custom-block danger"><p class="custom-block-title">Warning</p> <p>Never delete records, always deactivate them.</p></div> <p><img src="/.attachments/ModelDrivenAppUserGuide/deactivateProject.png" alt="Deactivate project"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/project.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+The saved form should look like the photo below.<br> <img src="/.attachments/ModelDrivenAppUserGuide/projectFilledInForm.png" alt="Filled in purchase invoice form"></li></ol> <h2 id="timeline"><a href="#timeline" class="header-anchor">#</a> Timeline</h2> <p>The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record. More information about timeline <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/timelineInProject.png" alt="Timeline in project"></p> <h2 id="accounts"><a href="#accounts" class="header-anchor">#</a> Accounts</h2> <p>Within the project, you can include the accounts to which the project applies. To add an account, press three dots and add an existing account.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/addAccountToProject.png" alt="Add account to project"></p> <h2 id="deactivate-project"><a href="#deactivate-project" class="header-anchor">#</a> Deactivate project</h2> <p>If the project is no longer active, you can deactivate it.</p> <div class="custom-block danger"><p class="custom-block-title">Warning</p> <p>Never delete records, always deactivate them.</p></div> <p><img src="/.attachments/ModelDrivenAppUserGuide/deactivateProject.png" alt="Deactivate project"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/project.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Create or edit a purchase invoice
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         Roles in the procurement process
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Roles in the procurement process
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#owner-of-the-purchase-invoice" class="anchor-link"><div>Owner of the purchase invoice</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#chief-approver" class="anchor-link"><div>Chief approver</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#category-level-approver" class="anchor-link"><div>Category level approver</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#accountant" class="anchor-link"><div>Accountant</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="roles-in-the-procurement-process"><a href="#roles-in-the-procurement-process" class="header-anchor">#</a> Roles in the procurement process</h1> <p>We have defined various roles in the procurement processes. Each role has its responsibilities. Users for these roles are defined through the purchase invoice records and configurations.</p> <p>Each user is notified by a MS teams notification or an email when there is an action required from them.</p> <h2 id="owner-of-the-purchase-invoice"><a href="#owner-of-the-purchase-invoice" class="header-anchor">#</a> Owner of the purchase invoice</h2> <p>The owner is the user who created the purchase invoice and wants to send it for approval.</p> <h2 id="chief-approver"><a href="#chief-approver" class="header-anchor">#</a> Chief approver</h2> <p>The chief approvers are those who must always approve the purchase invoice before issuing it. The chief approvers are set in the configuration. You can find it here: <a href="/en/customizer-guide/modules/procurement/configure-procurement/">Configure the procurement process</a>.</p> <h2 id="category-level-approver"><a href="#category-level-approver" class="header-anchor">#</a> Category level approver</h2> <p>Purchase invoice is approved by the members of the given category level. Invoice category level is groupings of similar goods or services. Category level approvers are set when creating a product in purchase invoice. More information <a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/">Add an invoice detail</a>.</p> <p><strong>Example:</strong> John created a purchase invoice for the purchase of new office chairs and for the proposal to pass the administration should approve it.</p> <h2 id="accountant"><a href="#accountant" class="header-anchor">#</a> Accountant</h2> <p>Accountant is the user who confirms whether the purchase invoice was paid after it was issued. The accountants are set in the configuration. You can find it here: <a href="/en/customizer-guide/modules/procurement/configure-procurement/">Configure the procurement process</a>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/procurement-process/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#owner-of-the-purchase-invoice" class="anchor-link"><div>Owner of the purchase invoice</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#chief-approver" class="anchor-link"><div>Chief approver</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#category-level-approver" class="anchor-link"><div>Category level approver</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement/#accountant" class="anchor-link"><div>Accountant</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="roles-in-the-procurement-process"><a href="#roles-in-the-procurement-process" class="header-anchor">#</a> Roles in the procurement process</h1> <p>We have defined various roles in the procurement processes. Each role has its responsibilities. Users for these roles are defined through the purchase invoice records and configurations.</p> <p>Each user is notified by a MS teams notification or an email when there is an action required from them.</p> <h2 id="owner-of-the-purchase-invoice"><a href="#owner-of-the-purchase-invoice" class="header-anchor">#</a> Owner of the purchase invoice</h2> <p>The owner is the user who created the purchase invoice and wants to send it for approval.</p> <h2 id="chief-approver"><a href="#chief-approver" class="header-anchor">#</a> Chief approver</h2> <p>The chief approvers are those who must always approve the purchase invoice before issuing it. The chief approvers are set in the configuration. You can find it here: <a href="/en/customizer-guide/modules/procurement/configure-procurement/">Configure the procurement process</a>.</p> <h2 id="category-level-approver"><a href="#category-level-approver" class="header-anchor">#</a> Category level approver</h2> <p>Purchase invoice is approved by the members of the given category level. Invoice category level is groupings of similar goods or services. Category level approvers are set when creating a product in purchase invoice. More information <a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/">Add an invoice detail</a>.</p> <p><strong>Example:</strong> John created a purchase invoice for the purchase of new office chairs and for the proposal to pass the administration should approve it.</p> <h2 id="accountant"><a href="#accountant" class="header-anchor">#</a> Accountant</h2> <p>Accountant is the user who confirms whether the purchase invoice was paid after it was issued. The accountants are set in the configuration. You can find it here: <a href="/en/customizer-guide/modules/procurement/configure-procurement/">Configure the procurement process</a>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/roles-in-procurement.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/procurement-process/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -92,11 +92,11 @@
         Sent a purchase invoice for approval
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Sent a purchase invoice for approval
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="sent-a-purchase-invoice-for-approval"><a href="#sent-a-purchase-invoice-for-approval" class="header-anchor">#</a> Sent a purchase invoice for approval</h1> <p>After the purchase invoice is created, we can send it for approval. If you have not yet created a purchase invoice, see this page: <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/">Create a purchase invoice</a>.</p> <ol><li>Open the record with purchase invoice.</li> <li>Select a <strong>Prepare Purchase Invoice</strong> stage and press the <strong>Next Stage</strong> button.<br> <img src="/.attachments/ModelDrivenAppUserGuide/preparePurchaseInvoiceStage.png" alt="Prepare purchase invoice stage"></li></ol> <p>You will be moved to the next stage <strong>Pending For Approval</strong> and the purchase invoice record will be read-only to prevent its editing.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/pendingForApprovalStage.png" alt="Pending for approval stage"></p> <p>In the <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">timeline</a> you can see a note that the approval process has started:<br> <img src="/.attachments/ModelDrivenAppUserGuide/sentForApprovalTimeline.png" alt="Note in Timeline"></p> <p>It is now up to the approvers to <a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/">approve the purchase invoice</a>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/sent-for-approval.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="sent-a-purchase-invoice-for-approval"><a href="#sent-a-purchase-invoice-for-approval" class="header-anchor">#</a> Sent a purchase invoice for approval</h1> <p>After the purchase invoice is created, we can send it for approval. If you have not yet created a purchase invoice, see this page: <a href="/en/user-guide/model-driven-apps/business-process/procurement/create-purchase-invoice/">Create a purchase invoice</a>.</p> <ol><li>Open the record with purchase invoice.</li> <li>Select a <strong>Prepare Purchase Invoice</strong> stage and press the <strong>Next Stage</strong> button.<br> <img src="/.attachments/ModelDrivenAppUserGuide/preparePurchaseInvoiceStage.png" alt="Prepare purchase invoice stage"></li></ol> <p>You will be moved to the next stage <strong>Pending For Approval</strong> and the purchase invoice record will be read-only to prevent its editing.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/pendingForApprovalStage.png" alt="Pending for approval stage"></p> <p>In the <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">timeline</a> you can see a note that the approval process has started:<br> <img src="/.attachments/ModelDrivenAppUserGuide/sentForApprovalTimeline.png" alt="Note in Timeline"></p> <p>It is now up to the approvers to <a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/">approve the purchase invoice</a>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/procurement/sent-for-approval.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/procurement/add-invoice-detail/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Add an invoice detail
       </a></span> <span class="next"><a href="/en/user-guide/model-driven-apps/business-process/procurement/approve-purchase-invoice/">
         Approval of purchase invoice
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         Add products to quote or order
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     Add products to quote or order
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="add-products-to-quote-or-order"><a href="#add-products-to-quote-or-order" class="header-anchor">#</a> Add products to quote or order</h1> <p>You can add new or existing products to a quote or order. Quantity and price can change during the sales process and therefore it is important to record changes. For both quote and order, adding products is the same step-by-step procedure.</p> <ol><li>Open quote or order</li> <li>Select <strong>Products</strong> tab</li></ol> <p>The <strong>Products</strong> subgrid is displayed</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/productsSubgrid.png" alt="Products subgrid"></p> <ol start="3"><li>Add new products</li></ol> <p>The quick create form appears on the right.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteItemForm.png" alt="Quote line item form"></p> <ol start="4"><li>Fill in form</li></ol> <p>Here you have the two options:</p> <p><strong>Write-in a product</strong> <img src="/.attachments/ModelDrivenAppUserGuide/writeinProduct.png" alt="Write-in product"></p> <p>When write-in a product, you must enter its name.</p> <p>-OR-</p> <p><strong>Select an existing product</strong> <img src="/.attachments/ModelDrivenAppUserGuide/existingProduct.png" alt="Existing product"></p> <p>Either select an existing product that you have already created or create a new reusable product.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/chooseExistingProduct.png" alt="Choose existing product"></p> <p>Fill in remaining fields:</p> <p>Required fields:</p> <ul><li><strong>Sales Quote</strong> - The Quote associated with this line item.</li> <li><strong>Price per Unit</strong> - Price per unit of product.</li> <li><strong>Quantity</strong> - Number  of products.</li></ul> <p>Optional fields:</p> <ul><li><strong>VAT Rate[%]</strong> - VAT rate in percent.</li> <li><strong>Currency</strong> - The currency is pre-filled according to the system settings.</li></ul> <ol start="5"><li>Save form</li></ol> <p>After saving the form, you can see the line item in the products subgrid. In the fields total amount and total amount with VAT, the total prices for the product are recalculated. If we did not enter the VAT rate, the <strong>Total Amount</strong> would be equal to the <strong>Total Amount with VAT</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/totalAmount.png" alt="Products Subgrid item"></p> <ol start="6"><li>Navigate back to <strong>Information</strong> tab</li></ol> <p>In the Amounts section, the total prices for all products per quote are calculated.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/amountsSection.png" alt="Amounts section"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="add-products-to-quote-or-order"><a href="#add-products-to-quote-or-order" class="header-anchor">#</a> Add products to quote or order</h1> <p>You can add new or existing products to a quote or order. Quantity and price can change during the sales process and therefore it is important to record changes. For both quote and order, adding products is the same step-by-step procedure.</p> <ol><li>Open quote or order</li> <li>Select <strong>Products</strong> tab</li></ol> <p>The <strong>Products</strong> subgrid is displayed</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/productsSubgrid.png" alt="Products subgrid"></p> <ol start="3"><li>Add new products</li></ol> <p>The quick create form appears on the right.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteItemForm.png" alt="Quote line item form"></p> <ol start="4"><li>Fill in form</li></ol> <p>Here you have the two options:</p> <p><strong>Write-in a product</strong> <img src="/.attachments/ModelDrivenAppUserGuide/writeinProduct.png" alt="Write-in product"></p> <p>When write-in a product, you must enter its name.</p> <p>-OR-</p> <p><strong>Select an existing product</strong> <img src="/.attachments/ModelDrivenAppUserGuide/existingProduct.png" alt="Existing product"></p> <p>Either select an existing product that you have already created or create a new reusable product.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/chooseExistingProduct.png" alt="Choose existing product"></p> <p>Fill in remaining fields:</p> <p>Required fields:</p> <ul><li><strong>Sales Quote</strong> - The Quote associated with this line item.</li> <li><strong>Price per Unit</strong> - Price per unit of product.</li> <li><strong>Quantity</strong> - Number  of products.</li></ul> <p>Optional fields:</p> <ul><li><strong>VAT Rate[%]</strong> - VAT rate in percent.</li> <li><strong>Currency</strong> - The currency is pre-filled according to the system settings.</li></ul> <ol start="5"><li>Save form</li></ol> <p>After saving the form, you can see the line item in the products subgrid. In the fields total amount and total amount with VAT, the total prices for the product are recalculated. If we did not enter the VAT rate, the <strong>Total Amount</strong> would be equal to the <strong>Total Amount with VAT</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/totalAmount.png" alt="Products Subgrid item"></p> <ol start="6"><li>Navigate back to <strong>Information</strong> tab</li></ol> <p>In the Amounts section, the total prices for all products per quote are calculated.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/amountsSection.png" alt="Amounts section"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Close opportunity as won or lost
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     Close opportunity as won or lost
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/#close-as-won" class="anchor-link"><div>Close as won</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/#close-as-won-with-orders" class="anchor-link"><div>Close as won with orders</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/#close-as-lost" class="anchor-link"><div>Close as Lost</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="close-opportunity-as-won-or-lost"><a href="#close-opportunity-as-won-or-lost" class="header-anchor">#</a> Close opportunity as won or lost</h1> <p>If your customer has accepted your proposal, congratulations! However, whether your customer accepted or declined your proposal, it's now time to close that opportunity. This action is non-refundable and the opportunity will remain locked.</p> <h2 id="close-as-won"><a href="#close-as-won" class="header-anchor">#</a> Close as won</h2> <ol><li>In the list of opportunities, open opportunity you want to close.</li> <li>Select <strong>Won</strong> stage and select <strong>Finnish</strong></li></ol> <p>The close as won dialog is displayed</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/closeAsWonDialog.png" alt="Close as Won dialog"></p> <ol start="3"><li>Check the <em>Actual Revenue</em> and close the opportunity using the <strong>Win Opportunity</strong> button</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/wonOppButton.png" alt="Win opp button"></p> <p>After closing the opportunity, the record is locked and cannot be edited.</p> <h3 id="close-as-won-with-orders"><a href="#close-as-won-with-orders" class="header-anchor">#</a> Close as won with orders</h3> <p>If your application uses orders, you must continue through the orders dialog. To proceed, you must have at least one confirm order. See <a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/">Create and manage order</a>. Then a <strong>Close as Won</strong> dialog will open.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/proceedButton.png" alt="Proceed button"></p> <h2 id="close-as-lost"><a href="#close-as-lost" class="header-anchor">#</a> Close as Lost</h2> <p>If the opportunity decides not to accept the deal, you can close the opporunity as lost.</p> <ol><li>In the opportunity form, find the <strong>Close as lost</strong> button.</li></ol> <p>A dialog will open for closing the opportunity as lost</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/closeAsLostDialog.png" alt="Close as Lost dialog"></p> <ol start="2"><li>To close an opportunity, select the reasons for closing and select <strong>OK</strong> button.</li></ol> <p><em>You can also select a closing date and write a description.</em></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/closeOppAndFillInReasons.png" alt="Close as Lost dialog with fill in reasons"></p> <p>After closing the opportunity, the record is <strong>locked</strong> and <strong>cannot be edited</strong>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/close-opportunity.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/#close-as-won" class="anchor-link"><div>Close as won</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/#close-as-won-with-orders" class="anchor-link"><div>Close as won with orders</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/#close-as-lost" class="anchor-link"><div>Close as Lost</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="close-opportunity-as-won-or-lost"><a href="#close-opportunity-as-won-or-lost" class="header-anchor">#</a> Close opportunity as won or lost</h1> <p>If your customer has accepted your proposal, congratulations! However, whether your customer accepted or declined your proposal, it's now time to close that opportunity. This action is non-refundable and the opportunity will remain locked.</p> <h2 id="close-as-won"><a href="#close-as-won" class="header-anchor">#</a> Close as won</h2> <ol><li>In the list of opportunities, open opportunity you want to close.</li> <li>Select <strong>Won</strong> stage and select <strong>Finnish</strong></li></ol> <p>The close as won dialog is displayed</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/closeAsWonDialog.png" alt="Close as Won dialog"></p> <ol start="3"><li>Check the <em>Actual Revenue</em> and close the opportunity using the <strong>Win Opportunity</strong> button</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/wonOppButton.png" alt="Win opp button"></p> <p>After closing the opportunity, the record is locked and cannot be edited.</p> <h3 id="close-as-won-with-orders"><a href="#close-as-won-with-orders" class="header-anchor">#</a> Close as won with orders</h3> <p>If your application uses orders, you must continue through the orders dialog. To proceed, you must have at least one confirm order. See <a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/">Create and manage order</a>. Then a <strong>Close as Won</strong> dialog will open.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/proceedButton.png" alt="Proceed button"></p> <h2 id="close-as-lost"><a href="#close-as-lost" class="header-anchor">#</a> Close as Lost</h2> <p>If the opportunity decides not to accept the deal, you can close the opporunity as lost.</p> <ol><li>In the opportunity form, find the <strong>Close as lost</strong> button.</li></ol> <p>A dialog will open for closing the opportunity as lost</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/closeAsLostDialog.png" alt="Close as Lost dialog"></p> <ol start="2"><li>To close an opportunity, select the reasons for closing and select <strong>OK</strong> button.</li></ol> <p><em>You can also select a closing date and write a description.</em></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/closeOppAndFillInReasons.png" alt="Close as Lost dialog with fill in reasons"></p> <p>After closing the opportunity, the record is <strong>locked</strong> and <strong>cannot be edited</strong>.</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/close-opportunity.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Create and manage leads
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Create and manage leads
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#who-is-the-lead" class="anchor-link"><div>Who is the Lead?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#list-of-all-leads" class="anchor-link"><div>List of all leads</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#create-lead" class="anchor-link"><div>Create Lead</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#timeline" class="anchor-link"><div>Timeline</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#tags" class="anchor-link"><div>Tags</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#scheduled-follow-up-activities" class="anchor-link"><div>Scheduled follow-up activities</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#qualify-and-convert-a-lead-to-an-opportunity" class="anchor-link"><div>Qualify and convert a lead to an opportunity</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#what-happens-to-notes-activities-and-attachments-when-leads-are-qualified" class="anchor-link"><div>What happens to notes, activities and attachments when leads are qualified?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#disqualify-a-lead" class="anchor-link"><div>Disqualify a lead</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#reactivate-lead" class="anchor-link"><div>Reactivate Lead</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-and-manage-leads"><a href="#create-and-manage-leads" class="header-anchor">#</a> Create and manage leads</h1> <h2 id="who-is-the-lead"><a href="#who-is-the-lead" class="header-anchor">#</a> Who is the Lead?</h2> <p>In Sales app, leads are potential sales. In other words, a lead is a potential customer who must be qualified or disqualified as a sales opportunity. When a lead is qualified, it can be converted to an opportunity.</p> <p>You can collect leads from many different sources. For example, you can generate sales leads from advertisment webinars, inquiries from your website, or by word of mouth.</p> <p>When you create a lead, there are system-required field to fill out (Topic). But other data, such as account, contact, the source of the lead, and description , can also help your sales staff in following up with the customers.</p> <h2 id="list-of-all-leads"><a href="#list-of-all-leads" class="header-anchor">#</a> List of all leads</h2> <p>You can view all created leads in the application. To view them, just go to the Leads group and you will see a view with <strong>All Active Leads</strong>. If you don't know what views are, take a look at this page: <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">View records</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadsView.png" alt="Leads group"></p> <h2 id="create-lead"><a href="#create-lead" class="header-anchor">#</a> Create Lead</h2> <p>We are going to create <strong>Lead</strong> using forms. If you don't know what forms are, check out this <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">page</a>.</p> <ol><li>In the site map, select <strong>All active Leads</strong>.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadGroup.png" alt="Leads group"></p> <ol start="2"><li>Select <strong>New</strong> button.</li></ol> <p>The Lead form opens.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadForm.png" alt="Lead form"></p> <ol start="3"><li>Fill in lead form</li></ol> <p>To save a <strong>Lead</strong>, it is necessary to fill-in the <strong>Topic</strong> field (e.g. <em>TALXIS licenses</em>). You can also provide data such as Lead source, Account or Contact.</p> <p>Options for Lead source:</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadSource.png" alt="Lead Source"></p> <ol start="4"><li>Save form</li></ol> <p>After filling in all the necessary fields and saving the form, you can see the new lead in <strong>All active leads</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/newLead.png" alt="New lead"></p> <ol start="5"><li>Identify Lead</li></ol> <p>Navigate to <strong>Identify</strong> stage and click on <strong>Next Stage</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/identifyStage.png" alt="Identify stage"></p> <h2 id="timeline"><a href="#timeline" class="header-anchor">#</a> Timeline</h2> <p>The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record. More information about timeline <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadTimeline.png" alt="Timeline in Lead"></p> <h2 id="tags"><a href="#tags" class="header-anchor">#</a> Tags</h2> <p>Tags describe information about record and make it easy to locate related records that have the same tag. More information about tags <a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadTags.png" alt="Timeline in Lead"></p> <h2 id="scheduled-follow-up-activities"><a href="#scheduled-follow-up-activities" class="header-anchor">#</a> Scheduled follow-up activities</h2> <p>You can then see the upcoming activities in the <strong>Scheduled Follow-up</strong> section.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/followupLead.png" alt="Timeline in Lead"></p> <h2 id="qualify-and-convert-a-lead-to-an-opportunity"><a href="#qualify-and-convert-a-lead-to-an-opportunity" class="header-anchor">#</a> Qualify and convert a lead to an opportunity</h2> <p>If your lead has potential to become a sale, you can qualify the lead to an opportunity. When you qualify a lead, a new record to represent the lead as an opportunity is created. All activities from the lead record will also be displayed on the opportunity. The notes remain with the originating lead record.</p> <blockquote><p>This is one way to create an Opportunity. More information in the <a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity">Create or edit opportunities</a> section.</p></blockquote> <ol><li><p>Go to <strong>Leads</strong></p></li> <li><p>Select or Create lead record.</p></li> <li><p>Fill in the required fields.</p></li></ol> <p>To qualify lead, you must fill in the required account field. Contact is voluntary but can help to work with opportunity.</p> <p>You can add an existing account or create a new one in steps of the active stage.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/qualifyStage.png" alt="Qualify stage"></p> <p>-OR-</p> <p>Directly in the form</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadAccountForm.png" alt="Account on the form"></p> <p>After selecting / creating an account, its information will be displayed in the related records section.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/relatedAccount.png" alt="Related account"></p> <ol start="4"><li>Navigate <strong>Develop</strong> stage (qualify and convert lead to opportunity)</li></ol> <p>If you have filled in all the required fields, you can qualify Lead. Select <strong>Qualify</strong> stage and click on <strong>Next stage</strong>.</p> <p>Business process flow will move you to the stage <strong>Develop</strong> and that means that <strong>Lead</strong> or potential customer will become an <strong>Opportunity.</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/qualifyLead.png" alt="Qualify Lead"></p> <h2 id="what-happens-to-notes-activities-and-attachments-when-leads-are-qualified"><a href="#what-happens-to-notes-activities-and-attachments-when-leads-are-qualified" class="header-anchor">#</a> What happens to notes, activities and attachments when leads are qualified?</h2> <p>When salespeople work on a lead, they use notes to store key information on the things they have researched about the lead or create activities to record their operations with lead. This could be information like appointment, phonecall and so on. When a lead is qualified, activities are displayed in the opportunity as well as in originating lead. Notes are not transfer to the opportunity.</p> <h2 id="disqualify-a-lead"><a href="#disqualify-a-lead" class="header-anchor">#</a> Disqualify a lead</h2> <p>When you decide that a lead will not turn into an opportunity, you can disqualify it and still have an audit trail for your sales process. You can reactivate the record, including any attachments and notes, without having to re-enter all the data if the lead contacts you in the future. Deleting the record also removes any attachments and notes.</p> <p>If Lead doesn't fit your expectations, you may disqualify him. You must state the reason for disqualification.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/disqualifyLead.png" alt="Disqualify Lead"></p> <p>You can see lead result.<br> <img src="/.attachments/ModelDrivenAppUserGuide/leadResult.png" alt="Lead Result"></p> <h2 id="reactivate-lead"><a href="#reactivate-lead" class="header-anchor">#</a> Reactivate Lead</h2> <p>After disqualification, the form will be locked. You cannot edit the data in the form. If you later want to work with Lead, you can reactivate it with the <strong>Reactivate</strong> button.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/reactivateLead.png" alt="Reactivate Lead"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/develop-sales-from-lead-to-cash/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#who-is-the-lead" class="anchor-link"><div>Who is the Lead?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#list-of-all-leads" class="anchor-link"><div>List of all leads</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#create-lead" class="anchor-link"><div>Create Lead</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#timeline" class="anchor-link"><div>Timeline</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#tags" class="anchor-link"><div>Tags</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#scheduled-follow-up-activities" class="anchor-link"><div>Scheduled follow-up activities</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#qualify-and-convert-a-lead-to-an-opportunity" class="anchor-link"><div>Qualify and convert a lead to an opportunity</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#what-happens-to-notes-activities-and-attachments-when-leads-are-qualified" class="anchor-link"><div>What happens to notes, activities and attachments when leads are qualified?</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#disqualify-a-lead" class="anchor-link"><div>Disqualify a lead</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#reactivate-lead" class="anchor-link"><div>Reactivate Lead</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-and-manage-leads"><a href="#create-and-manage-leads" class="header-anchor">#</a> Create and manage leads</h1> <h2 id="who-is-the-lead"><a href="#who-is-the-lead" class="header-anchor">#</a> Who is the Lead?</h2> <p>In Sales app, leads are potential sales. In other words, a lead is a potential customer who must be qualified or disqualified as a sales opportunity. When a lead is qualified, it can be converted to an opportunity.</p> <p>You can collect leads from many different sources. For example, you can generate sales leads from advertisment webinars, inquiries from your website, or by word of mouth.</p> <p>When you create a lead, there are system-required field to fill out (Topic). But other data, such as account, contact, the source of the lead, and description , can also help your sales staff in following up with the customers.</p> <h2 id="list-of-all-leads"><a href="#list-of-all-leads" class="header-anchor">#</a> List of all leads</h2> <p>You can view all created leads in the application. To view them, just go to the Leads group and you will see a view with <strong>All Active Leads</strong>. If you don't know what views are, take a look at this page: <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">View records</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadsView.png" alt="Leads group"></p> <h2 id="create-lead"><a href="#create-lead" class="header-anchor">#</a> Create Lead</h2> <p>We are going to create <strong>Lead</strong> using forms. If you don't know what forms are, check out this <a href="/en/user-guide/model-driven-apps/basic-app-elements/forms/">page</a>.</p> <ol><li>In the site map, select <strong>All active Leads</strong>.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadGroup.png" alt="Leads group"></p> <ol start="2"><li>Select <strong>New</strong> button.</li></ol> <p>The Lead form opens.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadForm.png" alt="Lead form"></p> <ol start="3"><li>Fill in lead form</li></ol> <p>To save a <strong>Lead</strong>, it is necessary to fill-in the <strong>Topic</strong> field (e.g. <em>TALXIS licenses</em>). You can also provide data such as Lead source, Account or Contact.</p> <p>Options for Lead source:</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadSource.png" alt="Lead Source"></p> <ol start="4"><li>Save form</li></ol> <p>After filling in all the necessary fields and saving the form, you can see the new lead in <strong>All active leads</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/newLead.png" alt="New lead"></p> <ol start="5"><li>Identify Lead</li></ol> <p>Navigate to <strong>Identify</strong> stage and click on <strong>Next Stage</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/identifyStage.png" alt="Identify stage"></p> <h2 id="timeline"><a href="#timeline" class="header-anchor">#</a> Timeline</h2> <p>The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record. More information about timeline <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadTimeline.png" alt="Timeline in Lead"></p> <h2 id="tags"><a href="#tags" class="header-anchor">#</a> Tags</h2> <p>Tags describe information about record and make it easy to locate related records that have the same tag. More information about tags <a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadTags.png" alt="Timeline in Lead"></p> <h2 id="scheduled-follow-up-activities"><a href="#scheduled-follow-up-activities" class="header-anchor">#</a> Scheduled follow-up activities</h2> <p>You can then see the upcoming activities in the <strong>Scheduled Follow-up</strong> section.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/followupLead.png" alt="Timeline in Lead"></p> <h2 id="qualify-and-convert-a-lead-to-an-opportunity"><a href="#qualify-and-convert-a-lead-to-an-opportunity" class="header-anchor">#</a> Qualify and convert a lead to an opportunity</h2> <p>If your lead has potential to become a sale, you can qualify the lead to an opportunity. When you qualify a lead, a new record to represent the lead as an opportunity is created. All activities from the lead record will also be displayed on the opportunity. The notes remain with the originating lead record.</p> <blockquote><p>This is one way to create an Opportunity. More information in the <a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity">Create or edit opportunities</a> section.</p></blockquote> <ol><li><p>Go to <strong>Leads</strong></p></li> <li><p>Select or Create lead record.</p></li> <li><p>Fill in the required fields.</p></li></ol> <p>To qualify lead, you must fill in the required account field. Contact is voluntary but can help to work with opportunity.</p> <p>You can add an existing account or create a new one in steps of the active stage.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/qualifyStage.png" alt="Qualify stage"></p> <p>-OR-</p> <p>Directly in the form</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/leadAccountForm.png" alt="Account on the form"></p> <p>After selecting / creating an account, its information will be displayed in the related records section.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/relatedAccount.png" alt="Related account"></p> <ol start="4"><li>Navigate <strong>Develop</strong> stage (qualify and convert lead to opportunity)</li></ol> <p>If you have filled in all the required fields, you can qualify Lead. Select <strong>Qualify</strong> stage and click on <strong>Next stage</strong>.</p> <p>Business process flow will move you to the stage <strong>Develop</strong> and that means that <strong>Lead</strong> or potential customer will become an <strong>Opportunity.</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/qualifyLead.png" alt="Qualify Lead"></p> <h2 id="what-happens-to-notes-activities-and-attachments-when-leads-are-qualified"><a href="#what-happens-to-notes-activities-and-attachments-when-leads-are-qualified" class="header-anchor">#</a> What happens to notes, activities and attachments when leads are qualified?</h2> <p>When salespeople work on a lead, they use notes to store key information on the things they have researched about the lead or create activities to record their operations with lead. This could be information like appointment, phonecall and so on. When a lead is qualified, activities are displayed in the opportunity as well as in originating lead. Notes are not transfer to the opportunity.</p> <h2 id="disqualify-a-lead"><a href="#disqualify-a-lead" class="header-anchor">#</a> Disqualify a lead</h2> <p>When you decide that a lead will not turn into an opportunity, you can disqualify it and still have an audit trail for your sales process. You can reactivate the record, including any attachments and notes, without having to re-enter all the data if the lead contacts you in the future. Deleting the record also removes any attachments and notes.</p> <p>If Lead doesn't fit your expectations, you may disqualify him. You must state the reason for disqualification.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/disqualifyLead.png" alt="Disqualify Lead"></p> <p>You can see lead result.<br> <img src="/.attachments/ModelDrivenAppUserGuide/leadResult.png" alt="Lead Result"></p> <h2 id="reactivate-lead"><a href="#reactivate-lead" class="header-anchor">#</a> Reactivate Lead</h2> <p>After disqualification, the form will be locked. You cannot edit the data in the form. If you later want to work with Lead, you can reactivate it with the <strong>Reactivate</strong> button.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/reactivateLead.png" alt="Reactivate Lead"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/develop-sales-from-lead-to-cash/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Create and manage orders
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Create and manage orders
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#ways-to-create-orders" class="anchor-link"><div>Ways to create orders</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#create-an-order-from-an-opportunity" class="anchor-link"><div>Create an order from an opportunity</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#create-a-new-order" class="anchor-link"><div>Create a new order</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#create-an-order-from-a-won-stage" class="anchor-link"><div>Create an order from a won Stage</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#create-an-order-from-a-quote" class="anchor-link"><div>Create an order from a quote</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#proceed-an-order" class="anchor-link"><div>Proceed an order</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#activate-an-order" class="anchor-link"><div>Activate an order</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#export-order-to-pdf" class="anchor-link"><div>Export order to PDF</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-and-manage-orders"><a href="#create-and-manage-orders" class="header-anchor">#</a> Create and manage orders</h1> <p>Congratulations! Your hard work nurturing your customer has paid off and they're ready to place an order for your products or services. In Sales application, an order can originate from a customer's acceptance of a quote, or you can place an order without an accepted quote, depending on the situation.</p> <p>When creating or generating a new order, you still need to <strong>confirm</strong> the order so that we know which order to work with.</p> <h2 id="ways-to-create-orders"><a href="#ways-to-create-orders" class="header-anchor">#</a> Ways to create orders</h2> <p>The order is automatically generated after accepting the quote but there are several ways to create an order. Let's take a look at them:</p> <h3 id="create-an-order-from-an-opportunity"><a href="#create-an-order-from-an-opportunity" class="header-anchor">#</a> Create an order from an opportunity</h3> <ol><li>In the site map, select <strong>Opportunities</strong>.</li> <li>Select the opportunity you want to create an order for.</li> <li>Select <strong>Orders</strong> tab and click on <strong>New Sales Order</strong>.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/orderTab.png" alt="Order tab"></p> <ol start="4"><li>Fill in the fields.</li></ol> <p>When you create an order from an opportunity, you don't need to fill in the fields. Most field values come from the originating opportunity. In the header you can see orginating opportunity as well as originating quote. If you want you can change the <em>Subject</em> for example to have a better overview of your orders.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/orderForm.png" alt="Order form"></p> <ol start="5"><li>Save form</li></ol> <p>If you return to the opportunity you created the order for, you will see a new item in the <em>Orders</em> subgrid.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/ordersNewItem.png" alt="Orders new item"></p> <h3 id="create-a-new-order"><a href="#create-a-new-order" class="header-anchor">#</a> Create a new order</h3> <ol><li>In the site map, select <strong>Orders</strong> and click on <strong>New</strong> button.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/orderNavigation.png" alt="Create new order"></p> <ol start="2"><li>Fill Order form</li></ol> <p>If you are creating an order directly from a sitemap, you must fill in all required fields.</p> <p>Required fields:</p> <ul><li><strong>Subject</strong> - Quote description.</li> <li><strong>Account</strong> - The account associated with this quote.</li></ul> <p>Optional fields:</p> <ul><li><strong>Originating opportunity</strong> - The opportunity associated with this quote.</li> <li><strong>Originating quote</strong> - The quote associated with this order.</li> <li><strong>Contact</strong> - The contact associated with this quote.</li></ul> <ol start="3"><li>Save form</li></ol> <h3 id="create-an-order-from-a-won-stage"><a href="#create-an-order-from-a-won-stage" class="header-anchor">#</a> Create an order from a won Stage</h3> <p>If the opportunity occurs at the end of the Sales process. You can create an order directly from the Won stage.</p> <ol><li>Open an opportunity at the end of the Sales process</li> <li>Select <strong>Won stage</strong> and select <strong>Finnish</strong> button</li></ol> <p>The Orders dialog is displayed.</p> <ol start="3"><li>Select <strong>Add New Order</strong></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/addNewOrderDialog.png" alt="Add new order form dialog"></p> <p>The form will open as when creating an order from an opportunity, you can see above in this article.</p> <h3 id="create-an-order-from-a-quote"><a href="#create-an-order-from-a-quote" class="header-anchor">#</a> Create an order from a quote</h3> <p>The last way to create an order is from an accepted quote.</p> <ol><li><p>Open accepted quote (if you have not created one, see <a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/">Create and manage quote</a>.)</p></li> <li><p>Select <strong>Create Order</strong> button.</p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/createOrderFromQuote.png" alt="Add new order form dialog"></p> <p>A new order will be generated with the same products and other values will be transferred to the order as well as for example Subject, Account, Originating opportunity etc.</p> <h2 id="proceed-an-order"><a href="#proceed-an-order" class="header-anchor">#</a> Proceed an order</h2> <p>To proceed the order, you must be in the <strong>Won stage</strong> for the opportunity and the order must contain at least <strong>one product</strong>. See <a href="/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order/">Add products to order</a>.</p> <ol><li>In the won stage, select the order you want to confirm and press <strong>Proceed</strong> in the dialog.<br> <img src="/.attachments/ModelDrivenAppUserGuide/confirmOrder.png" alt="Confirm order"></li></ol> <p>After confirming the order, its <strong>Status Reason</strong> changes from <strong>Active/Draft</strong> to <strong>Ordered</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/orderStatus.png" alt="Order status"></p> <h2 id="activate-an-order"><a href="#activate-an-order" class="header-anchor">#</a> Activate an order</h2> <p>After confirm order, the order is locked. It is necessary to activate it again for editing.</p> <p><strong>Activating order from form</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/activateOrderFromForm.png" alt="Activating order form form"></p> <p><strong>Activating order from subgrid</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/activatingOrderFromSubgrid.png" alt="Activating order from subgrid"></p> <h2 id="export-order-to-pdf"><a href="#export-order-to-pdf" class="header-anchor">#</a> Export order to PDF</h2> <p>There is an <strong>Export to PDF</strong> button on the order. Press it, wait a moment and the generated pdf with order and products will be downloaded.</p> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>If you do not see the <strong>Export to PDF</strong> button, it means that no configuration has been created in the settings. Contact your system administrator.</p></div> <p><img src="/.attachments/ModelDrivenAppUserGuide/exportToPDFQuote.png" alt="Export to PDF quote"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#ways-to-create-orders" class="anchor-link"><div>Ways to create orders</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#create-an-order-from-an-opportunity" class="anchor-link"><div>Create an order from an opportunity</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#create-a-new-order" class="anchor-link"><div>Create a new order</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#create-an-order-from-a-won-stage" class="anchor-link"><div>Create an order from a won Stage</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#create-an-order-from-a-quote" class="anchor-link"><div>Create an order from a quote</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#proceed-an-order" class="anchor-link"><div>Proceed an order</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#activate-an-order" class="anchor-link"><div>Activate an order</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-order/#export-order-to-pdf" class="anchor-link"><div>Export order to PDF</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-and-manage-orders"><a href="#create-and-manage-orders" class="header-anchor">#</a> Create and manage orders</h1> <p>Congratulations! Your hard work nurturing your customer has paid off and they're ready to place an order for your products or services. In Sales application, an order can originate from a customer's acceptance of a quote, or you can place an order without an accepted quote, depending on the situation.</p> <p>When creating or generating a new order, you still need to <strong>confirm</strong> the order so that we know which order to work with.</p> <h2 id="ways-to-create-orders"><a href="#ways-to-create-orders" class="header-anchor">#</a> Ways to create orders</h2> <p>The order is automatically generated after accepting the quote but there are several ways to create an order. Let's take a look at them:</p> <h3 id="create-an-order-from-an-opportunity"><a href="#create-an-order-from-an-opportunity" class="header-anchor">#</a> Create an order from an opportunity</h3> <ol><li>In the site map, select <strong>Opportunities</strong>.</li> <li>Select the opportunity you want to create an order for.</li> <li>Select <strong>Orders</strong> tab and click on <strong>New Sales Order</strong>.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/orderTab.png" alt="Order tab"></p> <ol start="4"><li>Fill in the fields.</li></ol> <p>When you create an order from an opportunity, you don't need to fill in the fields. Most field values come from the originating opportunity. In the header you can see orginating opportunity as well as originating quote. If you want you can change the <em>Subject</em> for example to have a better overview of your orders.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/orderForm.png" alt="Order form"></p> <ol start="5"><li>Save form</li></ol> <p>If you return to the opportunity you created the order for, you will see a new item in the <em>Orders</em> subgrid.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/ordersNewItem.png" alt="Orders new item"></p> <h3 id="create-a-new-order"><a href="#create-a-new-order" class="header-anchor">#</a> Create a new order</h3> <ol><li>In the site map, select <strong>Orders</strong> and click on <strong>New</strong> button.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/orderNavigation.png" alt="Create new order"></p> <ol start="2"><li>Fill Order form</li></ol> <p>If you are creating an order directly from a sitemap, you must fill in all required fields.</p> <p>Required fields:</p> <ul><li><strong>Subject</strong> - Quote description.</li> <li><strong>Account</strong> - The account associated with this quote.</li></ul> <p>Optional fields:</p> <ul><li><strong>Originating opportunity</strong> - The opportunity associated with this quote.</li> <li><strong>Originating quote</strong> - The quote associated with this order.</li> <li><strong>Contact</strong> - The contact associated with this quote.</li></ul> <ol start="3"><li>Save form</li></ol> <h3 id="create-an-order-from-a-won-stage"><a href="#create-an-order-from-a-won-stage" class="header-anchor">#</a> Create an order from a won Stage</h3> <p>If the opportunity occurs at the end of the Sales process. You can create an order directly from the Won stage.</p> <ol><li>Open an opportunity at the end of the Sales process</li> <li>Select <strong>Won stage</strong> and select <strong>Finnish</strong> button</li></ol> <p>The Orders dialog is displayed.</p> <ol start="3"><li>Select <strong>Add New Order</strong></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/addNewOrderDialog.png" alt="Add new order form dialog"></p> <p>The form will open as when creating an order from an opportunity, you can see above in this article.</p> <h3 id="create-an-order-from-a-quote"><a href="#create-an-order-from-a-quote" class="header-anchor">#</a> Create an order from a quote</h3> <p>The last way to create an order is from an accepted quote.</p> <ol><li><p>Open accepted quote (if you have not created one, see <a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/">Create and manage quote</a>.)</p></li> <li><p>Select <strong>Create Order</strong> button.</p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/createOrderFromQuote.png" alt="Add new order form dialog"></p> <p>A new order will be generated with the same products and other values will be transferred to the order as well as for example Subject, Account, Originating opportunity etc.</p> <h2 id="proceed-an-order"><a href="#proceed-an-order" class="header-anchor">#</a> Proceed an order</h2> <p>To proceed the order, you must be in the <strong>Won stage</strong> for the opportunity and the order must contain at least <strong>one product</strong>. See <a href="/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order/">Add products to order</a>.</p> <ol><li>In the won stage, select the order you want to confirm and press <strong>Proceed</strong> in the dialog.<br> <img src="/.attachments/ModelDrivenAppUserGuide/confirmOrder.png" alt="Confirm order"></li></ol> <p>After confirming the order, its <strong>Status Reason</strong> changes from <strong>Active/Draft</strong> to <strong>Ordered</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/orderStatus.png" alt="Order status"></p> <h2 id="activate-an-order"><a href="#activate-an-order" class="header-anchor">#</a> Activate an order</h2> <p>After confirm order, the order is locked. It is necessary to activate it again for editing.</p> <p><strong>Activating order from form</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/activateOrderFromForm.png" alt="Activating order form form"></p> <p><strong>Activating order from subgrid</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/activatingOrderFromSubgrid.png" alt="Activating order from subgrid"></p> <h2 id="export-order-to-pdf"><a href="#export-order-to-pdf" class="header-anchor">#</a> Export order to PDF</h2> <p>There is an <strong>Export to PDF</strong> button on the order. Press it, wait a moment and the generated pdf with order and products will be downloaded.</p> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>If you do not see the <strong>Export to PDF</strong> button, it means that no configuration has been created in the settings. 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         Create and manage quotes
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Create and manage quotes
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#ways-to-create-quote" class="anchor-link"><div>Ways to create quote</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#create-a-quote-from-an-opportunity" class="anchor-link"><div>Create a quote from an opportunity</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#create-a-new-quote" class="anchor-link"><div>Create a new quote</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#create-a-quote-from-a-propose-stage" class="anchor-link"><div>Create a quote from a Propose Stage</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#accepting-quote" class="anchor-link"><div>Accepting quote</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#accepting-quote-from-command-bar" class="anchor-link"><div>Accepting quote from command bar</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#accepting-quote-from-subgrid" class="anchor-link"><div>Accepting quote from subgrid</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#accepting-quote-from-prospose-stage" class="anchor-link"><div>Accepting quote from prospose stage</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#redraft-a-quote" class="anchor-link"><div>Redraft a quote</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#export-quote-to-pdf" class="anchor-link"><div>Export quote to PDF</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-and-manage-quotes"><a href="#create-and-manage-quotes" class="header-anchor">#</a> Create and manage quotes</h1> <p>Quote is basically offer with products or services. You are trying to create a quote that would meet customer expectations.</p> <p>A sale typically starts with a draft quote. A quote undergoes several revisions between the salesperson and customer before it is accepted. After the quote is accepted, an order is generated from the quote.</p> <p>You'll probably edit a quote multiple times as a sale progresses. Initially, you create a draft, and then you need to accept it by a customer.</p> <h2 id="ways-to-create-quote"><a href="#ways-to-create-quote" class="header-anchor">#</a> Ways to create quote</h2> <p>There are several ways to create a quote. Let's take a look at them:</p> <h3 id="create-a-quote-from-an-opportunity"><a href="#create-a-quote-from-an-opportunity" class="header-anchor">#</a> Create a quote from an opportunity</h3> <ol><li><p>In the site map, select <strong>Opportunities</strong>.</p></li> <li><p>Select the opportunity you want to create a quote for.</p></li> <li><p>Select <strong>Quotes</strong> tab or just click on <strong>Create Quote</strong> button in command bar.</p></li></ol> <p>You should see Quotes subgrid.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quotesSubgrid.png" alt="Quotes subgrid"></p> <ol start="4"><li>Create new <strong>Quote</strong>.</li></ol> <p>The <strong>Quote</strong> form opens.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteFormOpp.png" alt="Quote form from Opportunity"></p> <ol start="5"><li>Fill in the fields.</li></ol> <p>When you create a quote from an opportunity, you don't need to fill in the fields. Most field values come from the originating opportunity. In the header you can see orginating opportunity. If you want you can change the subject for example to have a better overview of your quotes.</p> <ol start="6"><li>Save form</li></ol> <p>If you return to the opportunity you created the quote for, you will see a new item in the <em>Quotes</em> subgrid.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteSubgridFirstItem.png" alt="Quote subrid first item"></p> <h3 id="create-a-new-quote"><a href="#create-a-new-quote" class="header-anchor">#</a> Create a new quote</h3> <ol><li>In the site map, select <strong>Quotes</strong> and click on <strong>New</strong> button.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/createQuote.png" alt="Create new Quote"></p> <ol start="2"><li>Fill Quote form</li></ol> <p>If you are creating a quote directly from a sitemap, you must fill in all required fields.</p> <p>Required fields:</p> <ul><li><strong>Subject</strong> - Quote description.</li> <li><strong>Account</strong> - The account associated with this quote.</li></ul> <p>Optional fields:</p> <ul><li><strong>Originating opportunity</strong> - The opportunity associated with this quote.</li> <li><strong>Contact</strong> - The contact associated with this quote.</li></ul> <ol start="3"><li>Save form</li></ol> <p>If you want to assign a quote to opportunity, just set the particural opportunity in the quote header as originating opportunity.</p> <h3 id="create-a-quote-from-a-propose-stage"><a href="#create-a-quote-from-a-propose-stage" class="header-anchor">#</a> Create a quote from a Propose Stage</h3> <ol><li><p>In the site map, select <strong>Opportunities</strong>.</p></li> <li><p>Select the opportunity you want to create a quote for.</p></li> <li><p>Navigate to <strong>Propose</strong> stage and click on <strong>Next Stage</strong></p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/proposeStage.png" alt="Propose Stage"></p> <p>You should see dialog with all Quotes.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteDialog.png" alt="Quote Dialog"></p> <ol start="4"><li>Select <strong>Add New Quote</strong></li></ol> <p>The <strong>Quote</strong> form opens.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteFormDialog.png" alt="Quote Dialog"></p> <ol start="5"><li>Fill in the fields</li></ol> <p>When you create a quote from an <strong>Propose Stage</strong>, you don't need to fill in the fields. Most field values come from the originating opportunity. In the header you can see orginating opportunity. If you want you can change the subject for example to have a better overview of your quotes.</p> <ol start="6"><li>Save form</li></ol> <h2 id="accepting-quote"><a href="#accepting-quote" class="header-anchor">#</a> Accepting quote</h2> <p>Once the customer approves the quote we can accept it. To accept a quote, we need to have at least one product in the quote. See <a href="/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order/">Add products to quote</a>.</p> <p>After accepting the quote, the quote will be locked and cannot be edited. You can unlock it again using the redraft button.</p> <h3 id="accepting-quote-from-command-bar"><a href="#accepting-quote-from-command-bar" class="header-anchor">#</a> Accepting quote from command bar</h3> <p>Quote can be accepted directly from its form by pressing the <strong>Accepted by Customer</strong> button</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/acceptQuoteButton.png" alt="Accepted by Customer button"></p> <h3 id="accepting-quote-from-subgrid"><a href="#accepting-quote-from-subgrid" class="header-anchor">#</a> Accepting quote from subgrid</h3> <p>You can also accept a quote from subgrid in opportunity by selecting the quote and pressing <strong>Mark as Accepted</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/acceptQuoteSubgrid.png" alt="Accept quote from subgrid"></p> <h3 id="accepting-quote-from-prospose-stage"><a href="#accepting-quote-from-prospose-stage" class="header-anchor">#</a> Accepting quote from prospose stage</h3> <p>Or you can accept a quote from the propose stage as we created in the article above. Just select the record and press <strong>Mark as Accepted</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/acceptQuoteDialog.png" alt="Accept quote from dialog"></p> <h2 id="redraft-a-quote"><a href="#redraft-a-quote" class="header-anchor">#</a> Redraft a quote</h2> <p>If you want to edit a quote but have already accepted it, you can unlock it using the <strong>Redraft</strong> button.</p> <p><strong>Redraft button on the quote form</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/redraftButton.png" alt="Redraft Button"></p> <p><strong>Redraft in Quotes subgrid</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/redraftSubgrid.png" alt="Redraft subgrid"></p> <h2 id="export-quote-to-pdf"><a href="#export-quote-to-pdf" class="header-anchor">#</a> Export quote to PDF</h2> <p>There is an <strong>Export to PDF</strong> button on the quote. Press it, wait a moment and the generated pdf with quote and products will be downloaded.</p> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>If you do not see the <strong>Export to PDF</strong> button, it means that no configuration has been created in the settings. Contact your system administrator.</p></div> <p><img src="/.attachments/ModelDrivenAppUserGuide/exportToPDFQuote.png" alt="Export to PDF quote"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#ways-to-create-quote" class="anchor-link"><div>Ways to create quote</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#create-a-quote-from-an-opportunity" class="anchor-link"><div>Create a quote from an opportunity</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#create-a-new-quote" class="anchor-link"><div>Create a new quote</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#create-a-quote-from-a-propose-stage" class="anchor-link"><div>Create a quote from a Propose Stage</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#accepting-quote" class="anchor-link"><div>Accepting quote</div></a><ul class="anchor-list"><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#accepting-quote-from-command-bar" class="anchor-link"><div>Accepting quote from command bar</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#accepting-quote-from-subgrid" class="anchor-link"><div>Accepting quote from subgrid</div></a></li><li class="anchor anchor3"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#accepting-quote-from-prospose-stage" class="anchor-link"><div>Accepting quote from prospose stage</div></a></li></ul></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#redraft-a-quote" class="anchor-link"><div>Redraft a quote</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/#export-quote-to-pdf" class="anchor-link"><div>Export quote to PDF</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-and-manage-quotes"><a href="#create-and-manage-quotes" class="header-anchor">#</a> Create and manage quotes</h1> <p>Quote is basically offer with products or services. You are trying to create a quote that would meet customer expectations.</p> <p>A sale typically starts with a draft quote. A quote undergoes several revisions between the salesperson and customer before it is accepted. After the quote is accepted, an order is generated from the quote.</p> <p>You'll probably edit a quote multiple times as a sale progresses. Initially, you create a draft, and then you need to accept it by a customer.</p> <h2 id="ways-to-create-quote"><a href="#ways-to-create-quote" class="header-anchor">#</a> Ways to create quote</h2> <p>There are several ways to create a quote. Let's take a look at them:</p> <h3 id="create-a-quote-from-an-opportunity"><a href="#create-a-quote-from-an-opportunity" class="header-anchor">#</a> Create a quote from an opportunity</h3> <ol><li><p>In the site map, select <strong>Opportunities</strong>.</p></li> <li><p>Select the opportunity you want to create a quote for.</p></li> <li><p>Select <strong>Quotes</strong> tab or just click on <strong>Create Quote</strong> button in command bar.</p></li></ol> <p>You should see Quotes subgrid.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quotesSubgrid.png" alt="Quotes subgrid"></p> <ol start="4"><li>Create new <strong>Quote</strong>.</li></ol> <p>The <strong>Quote</strong> form opens.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteFormOpp.png" alt="Quote form from Opportunity"></p> <ol start="5"><li>Fill in the fields.</li></ol> <p>When you create a quote from an opportunity, you don't need to fill in the fields. Most field values come from the originating opportunity. In the header you can see orginating opportunity. If you want you can change the subject for example to have a better overview of your quotes.</p> <ol start="6"><li>Save form</li></ol> <p>If you return to the opportunity you created the quote for, you will see a new item in the <em>Quotes</em> subgrid.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteSubgridFirstItem.png" alt="Quote subrid first item"></p> <h3 id="create-a-new-quote"><a href="#create-a-new-quote" class="header-anchor">#</a> Create a new quote</h3> <ol><li>In the site map, select <strong>Quotes</strong> and click on <strong>New</strong> button.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/createQuote.png" alt="Create new Quote"></p> <ol start="2"><li>Fill Quote form</li></ol> <p>If you are creating a quote directly from a sitemap, you must fill in all required fields.</p> <p>Required fields:</p> <ul><li><strong>Subject</strong> - Quote description.</li> <li><strong>Account</strong> - The account associated with this quote.</li></ul> <p>Optional fields:</p> <ul><li><strong>Originating opportunity</strong> - The opportunity associated with this quote.</li> <li><strong>Contact</strong> - The contact associated with this quote.</li></ul> <ol start="3"><li>Save form</li></ol> <p>If you want to assign a quote to opportunity, just set the particural opportunity in the quote header as originating opportunity.</p> <h3 id="create-a-quote-from-a-propose-stage"><a href="#create-a-quote-from-a-propose-stage" class="header-anchor">#</a> Create a quote from a Propose Stage</h3> <ol><li><p>In the site map, select <strong>Opportunities</strong>.</p></li> <li><p>Select the opportunity you want to create a quote for.</p></li> <li><p>Navigate to <strong>Propose</strong> stage and click on <strong>Next Stage</strong></p></li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/proposeStage.png" alt="Propose Stage"></p> <p>You should see dialog with all Quotes.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteDialog.png" alt="Quote Dialog"></p> <ol start="4"><li>Select <strong>Add New Quote</strong></li></ol> <p>The <strong>Quote</strong> form opens.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteFormDialog.png" alt="Quote Dialog"></p> <ol start="5"><li>Fill in the fields</li></ol> <p>When you create a quote from an <strong>Propose Stage</strong>, you don't need to fill in the fields. Most field values come from the originating opportunity. In the header you can see orginating opportunity. If you want you can change the subject for example to have a better overview of your quotes.</p> <ol start="6"><li>Save form</li></ol> <h2 id="accepting-quote"><a href="#accepting-quote" class="header-anchor">#</a> Accepting quote</h2> <p>Once the customer approves the quote we can accept it. To accept a quote, we need to have at least one product in the quote. See <a href="/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order/">Add products to quote</a>.</p> <p>After accepting the quote, the quote will be locked and cannot be edited. You can unlock it again using the redraft button.</p> <h3 id="accepting-quote-from-command-bar"><a href="#accepting-quote-from-command-bar" class="header-anchor">#</a> Accepting quote from command bar</h3> <p>Quote can be accepted directly from its form by pressing the <strong>Accepted by Customer</strong> button</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/acceptQuoteButton.png" alt="Accepted by Customer button"></p> <h3 id="accepting-quote-from-subgrid"><a href="#accepting-quote-from-subgrid" class="header-anchor">#</a> Accepting quote from subgrid</h3> <p>You can also accept a quote from subgrid in opportunity by selecting the quote and pressing <strong>Mark as Accepted</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/acceptQuoteSubgrid.png" alt="Accept quote from subgrid"></p> <h3 id="accepting-quote-from-prospose-stage"><a href="#accepting-quote-from-prospose-stage" class="header-anchor">#</a> Accepting quote from prospose stage</h3> <p>Or you can accept a quote from the propose stage as we created in the article above. Just select the record and press <strong>Mark as Accepted</strong>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/acceptQuoteDialog.png" alt="Accept quote from dialog"></p> <h2 id="redraft-a-quote"><a href="#redraft-a-quote" class="header-anchor">#</a> Redraft a quote</h2> <p>If you want to edit a quote but have already accepted it, you can unlock it using the <strong>Redraft</strong> button.</p> <p><strong>Redraft button on the quote form</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/redraftButton.png" alt="Redraft Button"></p> <p><strong>Redraft in Quotes subgrid</strong></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/redraftSubgrid.png" alt="Redraft subgrid"></p> <h2 id="export-quote-to-pdf"><a href="#export-quote-to-pdf" class="header-anchor">#</a> Export quote to PDF</h2> <p>There is an <strong>Export to PDF</strong> button on the quote. Press it, wait a moment and the generated pdf with quote and products will be downloaded.</p> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>If you do not see the <strong>Export to PDF</strong> button, it means that no configuration has been created in the settings. Contact your system administrator.</p></div> <p><img src="/.attachments/ModelDrivenAppUserGuide/exportToPDFQuote.png" alt="Export to PDF quote"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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         Create or edit Opportunities in sales process
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Create or edit Opportunities in sales process
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#list-of-all-opportunities" class="anchor-link"><div>List of all opportunities</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#ways-to-create-opportunities" class="anchor-link"><div>Ways to create opportunities</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#create-opportunity" class="anchor-link"><div>Create Opportunity</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#approval-of-proposed-solutions" class="anchor-link"><div>Approval of proposed solutions</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#timeline" class="anchor-link"><div>Timeline</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#tags" class="anchor-link"><div>Tags</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#scheduled-follow-up-activities" class="anchor-link"><div>Scheduled follow-up activities</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-or-edit-opportunities-in-sales-process"><a href="#create-or-edit-opportunities-in-sales-process" class="header-anchor">#</a> Create or edit Opportunities in sales process</h1> <p>In Sales process, an <strong>opportunity</strong> is a potential sale, like a lead, but with an opportunity you can forecast revenue, set a estimated close date, or current situation for the sale. You can also track activities in timeline that are performed with opportunity or set scheduled follow-up activity.</p> <h2 id="list-of-all-opportunities"><a href="#list-of-all-opportunities" class="header-anchor">#</a> List of all opportunities</h2> <p>You can view all created opportunities in the application. To view them, just go to the Opportunities group and you will see a view with <strong>All Open opportunities</strong>.</p> <p>If you don't know what views are, take a look at this page: <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">View records</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/listOpp.png" alt="Opportunity view"></p> <h2 id="ways-to-create-opportunities"><a href="#ways-to-create-opportunities" class="header-anchor">#</a> Ways to create opportunities</h2> <p>You can convert qualified leads to opportunities without reentering the data, and then you can track opportunities through the sales cycle. When you convert a qualified lead to an opportunity, you can access the lead record, which includes activities and notes, from the corresponding opportunity form.</p> <p>-OR-</p> <p>You can create a new opportunity that didn't originate from a lead.</p> <div class="custom-block tip"><p class="custom-block-title">Tips</p> <p>The preferred way is to create an opportunity from a lead. See <a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#qualify-and-convert-a-lead-to-an-opportunity">Qualify and convert a lead to an opportunity</a>.</p></div> <h2 id="create-opportunity"><a href="#create-opportunity" class="header-anchor">#</a> Create Opportunity</h2> <ol><li><p>In the site map, select <strong>Opportunity</strong>.</p></li> <li><p>Create an opportunity from the Opportunities list using <strong>New</strong> button.</p></li></ol> <p>The Opportunity form opens.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/opportunityForm.png" alt="Opportunity form"></p> <ol start="3"><li>In the opportunity form, make sure that your potential customer’s important details are captured.</li></ol> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>When you create opportunity from lead, most of the fields will be automatically populated from the lead record.</p></div> <p>Required fields:</p> <table><thead><tr><th style="text-align:left;">Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td style="text-align:left;">Deal name</td> <td style="text-align:left;">Interest in the opportunity, such as specific product details. (Software licences)</td></tr> <tr><td style="text-align:left;">Currency</td> <td style="text-align:left;">The currency is pre-populated based on system settings.</td></tr> <tr><td style="text-align:left;">Account</td> <td style="text-align:left;">The account associated with this opportunity.</td></tr> <tr><td style="text-align:left;">Owner</td> <td style="text-align:left;">Indicates the owner of the opportunity. You can assign the opportunity to another user or team.</td></tr></tbody></table> <p>Optional fields:</p> <table><thead><tr><th style="text-align:left;">Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td style="text-align:left;">Primary Contact</td> <td style="text-align:left;">The contact associated with this opportunity.</td></tr> <tr><td style="text-align:left;">Estimated Close Date</td> <td style="text-align:left;">n estimated date by which the opportunity is expected to close.</td></tr> <tr><td style="text-align:left;">Estimated Value</td> <td style="text-align:left;">An estimated value of the opportunity.</td></tr> <tr><td style="text-align:left;">Status</td> <td style="text-align:left;">The status the opportunity is in.</td></tr></tbody></table> <ol start="4"><li><p>To save your changes, on the command bar, select <strong>Save</strong>.</p></li> <li><p>Follow the business process flow to move the opportunity to the next stage. In the <strong>Develop</strong> stage, enter data for these fields:</p></li></ol> <p>Required:<br> <strong>Name</strong> - Name of the opportunity. (It is pre-populated by current name of the opportunity)</p> <p>Optional:<br> <strong>Current Situation</strong> - What it looks like with opportunity.<br> <strong>Problem statement</strong> - Problem with opportunity.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/developStage.png" alt="Develop stage"></p> <ol start="6"><li>In the <strong>Develop</strong> stage, select <strong>Next Stage</strong>.</li></ol> <p>After the develop stage, you are trying to create a proposed solution for your opportunity. A solution that the customer would accept and was beneficial for both parties. These solutions can be in the form of <a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-quote/">quote</a> or notes.</p> <h2 id="approval-of-proposed-solutions"><a href="#approval-of-proposed-solutions" class="header-anchor">#</a> Approval of proposed solutions</h2> <p>After discussing the proposed solutions with opportunity, you can move on to the next stage.</p> <ol><li>In the <strong>Propose stage</strong>, fill fields.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/fillInProposedStage.png" alt="Propose stage"></p> <ol start="2"><li>Select <strong>Next Stage</strong>.</li></ol> <p>After pressing the <strong>Next Stage</strong> button, you will be moved to the Won stage in which we close the opportunity. See <a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/">Close opportunity as won or lose</a>.</p> <hr> <p><em>If you use quotes, you will see a dialog with a quote and click there again on the next stage. You must have at least one accepted quote (see <a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/">create and manage quote</a>) to move from the stage.</em></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteDialogNextStage.png" alt="Quotes dialog next stage"></p> <h2 id="timeline"><a href="#timeline" class="header-anchor">#</a> Timeline</h2> <p>The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record.</p> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>In addition to activities that include opportunity, you will also see activities from related quotes, orders or originating lead in the timeline.</p></div> <p>More information about timeline <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/activitiesOpp.png" alt="Timeline in Lead"></p> <h2 id="tags"><a href="#tags" class="header-anchor">#</a> Tags</h2> <p>Tags describe information about record and make it easy to locate related records that have the same tag. More information about tags <a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/tagOpp.png" alt="Timeline in Lead"></p> <h2 id="scheduled-follow-up-activities"><a href="#scheduled-follow-up-activities" class="header-anchor">#</a> Scheduled follow-up activities</h2> <p>You can then see the upcoming activities in the <strong>Scheduled Follow-up</strong> section.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/followupLead.png" alt="Timeline in Lead"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#list-of-all-opportunities" class="anchor-link"><div>List of all opportunities</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#ways-to-create-opportunities" class="anchor-link"><div>Ways to create opportunities</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#create-opportunity" class="anchor-link"><div>Create Opportunity</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#approval-of-proposed-solutions" class="anchor-link"><div>Approval of proposed solutions</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#timeline" class="anchor-link"><div>Timeline</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#tags" class="anchor-link"><div>Tags</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity/#scheduled-follow-up-activities" class="anchor-link"><div>Scheduled follow-up activities</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="create-or-edit-opportunities-in-sales-process"><a href="#create-or-edit-opportunities-in-sales-process" class="header-anchor">#</a> Create or edit Opportunities in sales process</h1> <p>In Sales process, an <strong>opportunity</strong> is a potential sale, like a lead, but with an opportunity you can forecast revenue, set a estimated close date, or current situation for the sale. You can also track activities in timeline that are performed with opportunity or set scheduled follow-up activity.</p> <h2 id="list-of-all-opportunities"><a href="#list-of-all-opportunities" class="header-anchor">#</a> List of all opportunities</h2> <p>You can view all created opportunities in the application. To view them, just go to the Opportunities group and you will see a view with <strong>All Open opportunities</strong>.</p> <p>If you don't know what views are, take a look at this page: <a href="/en/user-guide/model-driven-apps/basic-app-elements/views/">View records</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/listOpp.png" alt="Opportunity view"></p> <h2 id="ways-to-create-opportunities"><a href="#ways-to-create-opportunities" class="header-anchor">#</a> Ways to create opportunities</h2> <p>You can convert qualified leads to opportunities without reentering the data, and then you can track opportunities through the sales cycle. When you convert a qualified lead to an opportunity, you can access the lead record, which includes activities and notes, from the corresponding opportunity form.</p> <p>-OR-</p> <p>You can create a new opportunity that didn't originate from a lead.</p> <div class="custom-block tip"><p class="custom-block-title">Tips</p> <p>The preferred way is to create an opportunity from a lead. See <a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/#qualify-and-convert-a-lead-to-an-opportunity">Qualify and convert a lead to an opportunity</a>.</p></div> <h2 id="create-opportunity"><a href="#create-opportunity" class="header-anchor">#</a> Create Opportunity</h2> <ol><li><p>In the site map, select <strong>Opportunity</strong>.</p></li> <li><p>Create an opportunity from the Opportunities list using <strong>New</strong> button.</p></li></ol> <p>The Opportunity form opens.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/opportunityForm.png" alt="Opportunity form"></p> <ol start="3"><li>In the opportunity form, make sure that your potential customer’s important details are captured.</li></ol> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>When you create opportunity from lead, most of the fields will be automatically populated from the lead record.</p></div> <p>Required fields:</p> <table><thead><tr><th style="text-align:left;">Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td style="text-align:left;">Deal name</td> <td style="text-align:left;">Interest in the opportunity, such as specific product details. (Software licences)</td></tr> <tr><td style="text-align:left;">Currency</td> <td style="text-align:left;">The currency is pre-populated based on system settings.</td></tr> <tr><td style="text-align:left;">Account</td> <td style="text-align:left;">The account associated with this opportunity.</td></tr> <tr><td style="text-align:left;">Owner</td> <td style="text-align:left;">Indicates the owner of the opportunity. You can assign the opportunity to another user or team.</td></tr></tbody></table> <p>Optional fields:</p> <table><thead><tr><th style="text-align:left;">Field</th> <th style="text-align:left;">Description</th></tr></thead> <tbody><tr><td style="text-align:left;">Primary Contact</td> <td style="text-align:left;">The contact associated with this opportunity.</td></tr> <tr><td style="text-align:left;">Estimated Close Date</td> <td style="text-align:left;">n estimated date by which the opportunity is expected to close.</td></tr> <tr><td style="text-align:left;">Estimated Value</td> <td style="text-align:left;">An estimated value of the opportunity.</td></tr> <tr><td style="text-align:left;">Status</td> <td style="text-align:left;">The status the opportunity is in.</td></tr></tbody></table> <ol start="4"><li><p>To save your changes, on the command bar, select <strong>Save</strong>.</p></li> <li><p>Follow the business process flow to move the opportunity to the next stage. In the <strong>Develop</strong> stage, enter data for these fields:</p></li></ol> <p>Required:<br> <strong>Name</strong> - Name of the opportunity. (It is pre-populated by current name of the opportunity)</p> <p>Optional:<br> <strong>Current Situation</strong> - What it looks like with opportunity.<br> <strong>Problem statement</strong> - Problem with opportunity.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/developStage.png" alt="Develop stage"></p> <ol start="6"><li>In the <strong>Develop</strong> stage, select <strong>Next Stage</strong>.</li></ol> <p>After the develop stage, you are trying to create a proposed solution for your opportunity. A solution that the customer would accept and was beneficial for both parties. These solutions can be in the form of <a href="/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-quote/">quote</a> or notes.</p> <h2 id="approval-of-proposed-solutions"><a href="#approval-of-proposed-solutions" class="header-anchor">#</a> Approval of proposed solutions</h2> <p>After discussing the proposed solutions with opportunity, you can move on to the next stage.</p> <ol><li>In the <strong>Propose stage</strong>, fill fields.</li></ol> <p><img src="/.attachments/ModelDrivenAppUserGuide/fillInProposedStage.png" alt="Propose stage"></p> <ol start="2"><li>Select <strong>Next Stage</strong>.</li></ol> <p>After pressing the <strong>Next Stage</strong> button, you will be moved to the Won stage in which we close the opportunity. See <a href="/en/user-guide/model-driven-apps/business-process/sales/close-opportunity/">Close opportunity as won or lose</a>.</p> <hr> <p><em>If you use quotes, you will see a dialog with a quote and click there again on the next stage. You must have at least one accepted quote (see <a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-quote/">create and manage quote</a>) to move from the stage.</em></p> <p><img src="/.attachments/ModelDrivenAppUserGuide/quoteDialogNextStage.png" alt="Quotes dialog next stage"></p> <h2 id="timeline"><a href="#timeline" class="header-anchor">#</a> Timeline</h2> <p>The <strong>timeline</strong> is used to store <strong>activities</strong> linked to a record.</p> <div class="custom-block warning"><p class="custom-block-title">Note</p> <p>In addition to activities that include opportunity, you will also see activities from related quotes, orders or originating lead in the timeline.</p></div> <p>More information about timeline <a href="/en/user-guide/model-driven-apps/basic-app-elements/timeline/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/activitiesOpp.png" alt="Timeline in Lead"></p> <h2 id="tags"><a href="#tags" class="header-anchor">#</a> Tags</h2> <p>Tags describe information about record and make it easy to locate related records that have the same tag. More information about tags <a href="/en/user-guide/model-driven-apps/basic-app-elements/tag/">here</a>.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/tagOpp.png" alt="Timeline in Lead"></p> <h2 id="scheduled-follow-up-activities"><a href="#scheduled-follow-up-activities" class="header-anchor">#</a> Scheduled follow-up activities</h2> <p>You can then see the upcoming activities in the <strong>Scheduled Follow-up</strong> section.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/followupLead.png" alt="Timeline in Lead"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/create-or-edit-opportunity.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/create-and-manage-lead/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="develop-sales-from-lead-to-cash"><a href="#develop-sales-from-lead-to-cash" class="header-anchor">#</a> Develop sales from lead to cash</h1> <p>The <strong>Sales process</strong> can help you close more sales and achieve higher customer satisfaction. You can achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale. You also end up with a more complete history, which you can refer to later on if you plan to work with your customer again in the future, or if your customer needs support.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/salesProcess.png" alt="Sales process"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/develop-sales-from-lead-to-cash.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/contact-management/track-and-manage-activities/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
         Track and manage activities
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@@ -92,11 +92,11 @@
     Gain insights with dashboards
   </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/gain-insights-with-dashboards/#where-to-find-sales-dashboards" class="anchor-link"><div>Where to find sales dashboards</div></a></li><li class="anchor anchor2"><a href="/en/user-guide/model-driven-apps/business-process/sales/gain-insights-with-dashboards/#what-you-can-find-on-dashboards" class="anchor-link"><div>What you can find on dashboards</div></a></li></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="gain-insights-with-dashboards"><a href="#gain-insights-with-dashboards" class="header-anchor">#</a> Gain insights with dashboards</h1> <p>In the sales overview you will see an overview of all opportunities in one place. You can easily find open opportunities, best customers by estimated value, opportunities and their process stage by owners etc.
 To learn more about the dashboard, see <a href="/en/user-guide/model-driven-apps/basic-app-elements/dashboards">Dashboards</a>.</p> <h2 id="where-to-find-sales-dashboards"><a href="#where-to-find-sales-dashboards" class="header-anchor">#</a> Where to find sales dashboards</h2> <p>Dashboards are in the sitemap as <strong>Sales Overview</strong> in dashboards group.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/dashboardsNavigation.png" alt="Dashboards navigation"></p> <h2 id="what-you-can-find-on-dashboards"><a href="#what-you-can-find-on-dashboards" class="header-anchor">#</a> What you can find on dashboards</h2> <p><strong>Your open opportunities</strong><br>
-Here you will find all your open opportunities. You can create new opportunities with the + <strong>New</strong> button. You can edit an opportunity by highlighting the line and pressing the <strong>Edit</strong> button. The table works as a subgrid, if you want to know more go to the <a href="/en/user-guide/model-driven-apps/basic-app-elements/subgrid">Subgrid</a> page.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/myOpenOpp.png" alt="My open opportunities"></p> <p><strong>Estimated value by stage in current quarter</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/estimatedValueByStageGraph.png" alt="Estimated value by stage in current quarter"></p> <p><strong>Top customers by estimated value of all open opportunities</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/topCustomersGraph.png" alt="Top customers by estimated value of all open opportunities"></p> <p><strong>Opportunities by owner and stage in current quarter</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/opportunitiesByOwnerGraph.png" alt="Opportunities by owner and stage in current quarter"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/gain-insights-with-dashboards.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+Here you will find all your open opportunities. You can create new opportunities with the + <strong>New</strong> button. You can edit an opportunity by highlighting the line and pressing the <strong>Edit</strong> button. The table works as a subgrid, if you want to know more go to the <a href="/en/user-guide/model-driven-apps/basic-app-elements/subgrid">Subgrid</a> page.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/myOpenOpp.png" alt="My open opportunities"></p> <p><strong>Estimated value by stage in current quarter</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/estimatedValueByStageGraph.png" alt="Estimated value by stage in current quarter"></p> <p><strong>Top customers by estimated value of all open opportunities</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/topCustomersGraph.png" alt="Top customers by estimated value of all open opportunities"></p> <p><strong>Opportunities by owner and stage in current quarter</strong><br> <img src="/.attachments/ModelDrivenAppUserGuide/opportunitiesByOwnerGraph.png" alt="Opportunities by owner and stage in current quarter"></p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/gain-insights-with-dashboards.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/add-products-to-quote-order/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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@@ -90,11 +90,11 @@
         Security and user privileges
       </a></li></ul></nav>  <div class="page-title"><h1><!---->
     Security and user privileges
-  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="security-and-user-privileges"><a href="#security-and-user-privileges" class="header-anchor">#</a> Security and user privileges</h1> <p>A privilege defines how different users, such as salespeople, access different types of records. In smaller companies, it doesn't matter much about defining privileges, but for larger corporations, these security and user privileges are useful. Imagine that we have a company that consists of three managers and three departments and one head of the company. We don't want the first department to see the contacts owned by the second department and vice versa. Therefore, security and user privileges are defined to prevent access to data between departments. If the first department needs to see some records from the second department, the manager of the first department who has the privilege of seeing the records of other departments can see this data and provide it to his department. Head of the company can manipulate and display data from all departments.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/securityroles.png" alt="Security roles"></p> <p>in-progress...</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/security-roles.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 12:00</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/gain-insights-with-dashboards/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
+  </h1> <!----> <hr></div> <!----> <div class="anchor-place-holder"><aside id="anchor"><div class="anchor-wrapper"><ul class="anchor-list"></ul></div></aside></div> <div class="theme-default-content content__default"><h1 id="security-and-user-privileges"><a href="#security-and-user-privileges" class="header-anchor">#</a> Security and user privileges</h1> <p>A privilege defines how different users, such as salespeople, access different types of records. In smaller companies, it doesn't matter much about defining privileges, but for larger corporations, these security and user privileges are useful. Imagine that we have a company that consists of three managers and three departments and one head of the company. We don't want the first department to see the contacts owned by the second department and vice versa. Therefore, security and user privileges are defined to prevent access to data between departments. If the first department needs to see some records from the second department, the manager of the first department who has the privilege of seeing the records of other departments can see this data and provide it to his department. Head of the company can manipulate and display data from all departments.</p> <p><img src="/.attachments/ModelDrivenAppUserGuide/securityroles.png" alt="Security roles"></p> <p>in-progress...</p></div> <footer class="page-edit"><div class="edit-link"><a href="https://github.com/TALXIS/docs/edit/master/src/en/user-guide/model-driven-apps/business-process/sales/security-roles.md" target="_blank" rel="noopener noreferrer">Edit this page on GitHub</a> <span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></div> <div class="last-updated"><span class="prefix">Last update:</span> <span class="time">August 26, 2024 14:06</span></div></footer> <div class="page-nav"><p class="inner"><span class="prev"><a href="/en/user-guide/model-driven-apps/business-process/sales/gain-insights-with-dashboards/" class="prev"><svg viewBox="0 0 1024 1024" xmlns="http://www.w3.org/2000/svg" class="icon prev-icon"><path d="M906.783 588.79c-.02 8.499-6.882 15.36-15.38 15.37l-443.7-.01 75.704 191.682c2.52 6.42.482 13.763-5.038 17.91-5.52 4.168-13.138 4.147-18.616-.092L123.228 524.175a15.362 15.362 0 01-6-12.165c0-4.782 2.222-9.277 6-12.185L499.753 210.35a15.388 15.388 0 019.38-3.195c3.236 0 6.502 1.034 9.236 3.103 5.52 4.147 7.578 11.49 5.038 17.91L447.683 419.84l443.72-.01c8.498.01 15.36 6.881 15.36 15.36l.02 153.6z" fill="currentColor"></path></svg>
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