Managing Related Context Config

Use the Related Context Config tab to see, add, edit information for the selected record.

Note: You must be logged into the Infor CRM Administration Client and have appropriate permissions to perform this task.

To add a record, access list page, click New. If applicable, select the Parent Table Name for the Table you are currently on from the drop down. This also creates a History Summary record in the Parent Table and the Table you are currently on. For example: On the CRMContact record, you can see that the Parent Table Name is CRMAccount. With this configuration, you can see a History Summary record on the account associated with the contact and the contact record.

You can select the Parent ID Field Name on the table to associate the related parent entity. For example: On the CRMContact record, you can see that the Parent ID is AccountID and the Table Name is CRMAccount. With this configuration, it generates a history summary record for that parent entity.

If applicable, select the Parent Context Field Name if the current table is associated to multiple entities. For example: On the CRMAddress Table, you can see that the Parent Table Name is blank and the Parent Context Field Name has EntityType selected. Because an address is on multiple entities, this must not point to a single parent table but instead the logic must look at what Entity Type the address change was made. History Summary record must be recorded.

To delete the filed, you can select the required field in the list page and click Delete.

To edit the Type, you can select the record in the list page and edit the information.