The Information section stores the data and physical storage information for a family. The following table provides description of the fields that exist in the Information section. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.
Field | Description | Behavior and Usage |
---|---|---|
Active Status | Specifies the status of the family. | If the box is selected, the family is active. If the box is cleared, the family is inactive. |
Authentication Required to Insert or Update Records | Specifies whether or not authentication is required to create or modify records in the family. | If this box is selected, the password associated with the Security User who is currently logged in is required each time you create or modify a record in that family, and revision history is enabled automatically for that family. If this box is cleared, records in that family can be created or modified without a password. This box is enabled only when an entity family is selected and is cleared by default. |
Caption | The name of the family. |
The caption that you provide will appear on the interface to identify the family. The caption is required and must be unique within the system. The name that you enter in the Caption box will automatically populate the ID box and the Physical Table Name box. The Database View Name box will be populated with the caption in the required SQL script format. |
Description | The description of a family. | You can enter text in the Description box. |
Database View Name | Specifies that name of the database view that will be used by a family. | This is a required field and is populated automatically. |
Enable Site Filtering | Specifies that the site filtering is selected for the family. |
By enabling site filtering, the records produced by the family are assigned to a specific site, and then can be accessed by users who have been assigned to the same site. When you create a new family, by default, the check box appears selected. For custom families, you can select or clear the Enable Site Filtering check box . For more information about sites and site filtering, see the Sites topic. |
Family Managed by Product Module | Specifies whether or not records in the family can be modified only using the associated module and not the Record Manager. | If the box is selected, records in the family can be modified only using the associated module. If the box is cleared, records in the family can be modified using the module or the Record Manager. This box is enabled only if you select an entity family. It is disabled if you select a relationship family. |
ID | The unique ID assigned to the selected family. |
The ID is a required field and must be unique as compared to other family IDs in the database, but it can be the same as the caption. The family is identified in the hierarchy and in the database by using this ID. Note: The family ID cannot start with a number. |
Module Navigation URL | The URL that will be used to redirect users from the Record Manager to the associated module when viewing a record belonging to this family in the Record Manager. |
This box is enabled only if the Family Managed by Product Module box is selected. |
Physical Table Name | The name of the physical database table that exists for the family. | This is a required field and is populated automatically. |
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