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Thread: New tables added to CRM - PROJECT PLANNING

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    Admin_attu is offline Admin
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    New tables added to CRM - PROJECT PLANNING

    If your organization uses Project Planning within your CRM system, some new tables have been added to the existing data type, CRM - PROJECT PLANNING; the newest additions are CGPL_ARCH_IDX, CGPL_BW_HIENM, and CRMD_MKTPL_TGPRO. For consistency's sake however, all table relations and common fields are being provided which are now present within this data type.

    Additionally, these same tables have been added to a new Client Construct data type named CRM - PROJECT PLANNING. Take action on either of these data types as necessary for your organization.



    1. Go to ZGOLD > Configuration > Framework > Client Construct

    2. Create a new data type named CRM - PROJECT PLANNING

    3. Add the list of tables as displayed in the screen capture below; when finished, save the changes and exit the framework

    Name:  Capture.PNG
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    1. Go to ZGOLD > Configuration > Framework > Data Echo

    2. Locate the data type named CRM - PROJECT PLANNING; if you don't have it, select 'New Entries' and create it

    3. Add the list of tables as displayed in the screen capture below

    Name:  Capture1.PNG
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    4. Add the common fields for each table relation as detailed below; when finished, save the changes and exit the framework

    Table relations below use common fields EXTERNAL_ID - EXTERNAL_ID

    CGPL_ARCH_IDX - CGPL_PROJECT

    CRM_MKTPL_R3MAP - CGPL_PROJECT

    Name:  Capture2.PNG
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    Table relations below use common fields GUID - GUID

    CGPL_BW_HIENM - CGPL_PROJECT
    CGPL_HIERARCHY - CGPL_PROJECT
    CGPL_PROJECT - CGPL_PROJECT
    CGPL_R3_ATTRIBUT - CGPL_PROJECT
    CGPL_RELATION - CGPL_PROJECT
    CGPL_TASK - CGPL_PROJECT
    CGPL_TEXT - CGPL_PROJECT

    CRM_MKTPL_ATTR - CGPL_PROJECT
    CRM_MKTPL_LOGTAB - CGPL_PROJECT

    CRM_MKTPL_TPATTR - CGPL_PROJECT

    Name:  Capture3.PNG
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    Table relations below use common fields CAMPAIGN_GUID - GUID

    CRMD_MKTCA_NODES - CGPL_PROJECT

    Name:  Capture4.PNG
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    Table relations below use common fields PROJECT_GUID - GUID

    CRMD_MKTPL_TGPRO - CGPL_PROJECT

    Name:  Capture5.PNG
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Size:  9.1 KB
    Last edited by Admin_attu; 10-19-2017 at 09:41 AM.

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