Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Data Fields Subtask

There are three reasons why you must define data fields.

  • Message Keys: On the Message Boards screen, messages are filtered by the currently positioned Costpoint screen record data. The message board compares current data with the keys placed in the message subject and displays only matching messages. In order to link to Costpoint record messages, key fields must be defined. Actual values for these key fields are stored in the message subject when the message is created.
  • Includes: You can choose the fields that will be included in the message body. When the message is created in the message board, Costpoint will automatically append the values of the fields defined here to the message body. The value will be prefixed with the field label that can be additionally edited in this result set. Include fields that are especially important when you view the message outside of Costpoint. Based on these fields, you can immediately identify the business entity that the message relates to.
  • Approval Keys: If you define an approval screen in the Assigned Application Screens subtask, at least one of the fields must be mapped to an approval key. Approval key fields must be defined in the Approval Key Fields subtask. This mapping is necessary for generating the approval application URL. When you create a new message and mark it as an approval request, Costpoint will include the approval screen URL in the message body. In order to be able to generate the correct URL, Costpoint must have the mapping from the current screen context to the context of the approval screen. For that reason, the approval key mappings must be defined for both the approval screen and the screen that initiates the approval request.

Contents

Field Description
Screen Object

Use this field to enter, or click to select, a screen object.

Field Screen

This field displays the field screen ID and name of the selected screen object.

Screen Label

This field displays the screen label of the selected screen object.

Data Type

This field displays the data type of the selected screen object.

Length

This field displays the length of the selected screen object.

Primary Key

This check box indicates if the selected screen object has been assigned as a primary key.

Field Screen Title

This field displays the field screen title of the selected screen object.

Is a Message Key

Select this check box to use the selected screen object as a key. Primary keys are good candidates for keys, but that is not always the case.

Include in Message Body

Select this check box to include the screen object in the message body.

Message Label

Use this field to enter a label for the included field.

Approval Fields

Use this field to enter the field, from the Approval Key Fields subtask, mapped to the current field.