Overview
Elements are the individual fields/columns, sections, and actions within the software. Multiple elements are part of each Feature, and several Features go into each Module.
The Element Mapping page allows users to review elements and understand their structure as part of modules or features. The available search options support robust investigation into the software structure. Administrators are common users of the page as they develop new roles for user access.
Please note the Element Mapping page is not restricted by licensing. Content may display that is not available to your organization.
Search Fields
The following fields are available as search filters on the Element Mapping page.
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Module - Select one or more option to review elements for the selected module(s). Reminder: The Element Mapping page does not restrict selection to licensed modules.
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Feature - The Feature field is dependent upon the Module(s) selected. Select one or more option to review elements for the selected feature(s).
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Element Type - Select one or more option to review elements of the selected type(s).
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Action - Returns elements that launch actions or processes such as Copy Event or Edit Contact.
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Column/Field - Returns elements that are data fields or column headers such as Start Date or Postal Code.
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Section - Returns elements that are tabs or sections such as Functions or Activities.
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Element - Enter the name of a single element.
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Element ID - Enter the unique ID of an element. This document includes instructions to display Element IDs.
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Name - Column/Field - Enter the database column name or computed column name of a single column/field.
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Example of database column name: EV200_EVT_DESC
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Example of computed column name: cACTUAL_NET
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Product Family - Module - Select one option to show only elements for that licensing model (e.g., Perpetual vs. SaaS).
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Product Edition - Module - Select one option to show only elements for that edition of SaaS (e.g., Enterprise vs. Flex).
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User Type - Module - Select one option to show only elements for that SaaS user type (e.g., Professional vs. Express).
Common searches include:
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Search by Module to review the features and elements included in the module.
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For example, an Event CRM module search returns 4 features with over 700 total elements.
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This is a useful search to understand the scope of a module.
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Search by Module and Feature(s) to identify or compare all elements included in the feature(s).
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For example, searching the Accounts Payable module, Administration and Multi-Currency features, returns:
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Multi-Currency feature includes approximately 30 elements.
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Administration feature includes approximately 100 elements.
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This search is helpful in analyzing whether to include or exclude these features in a role.
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Search by Element Type and element name to determine the feature for the element.
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For example, searching by the Section type and the name Invoices shows the element is part of 6 modules.
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This is a useful search for administrators removing sections from layouts.
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Search by the element name or ID to determine which modules and/or features include the element.
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For example, searching for Add Event returns over 10 elements.
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This is a helpful search to administrators adding action restrictions to roles.
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Search Using Element Mapping
To search on the Element Mapping page:
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From the Main Menu, click on the Element Mapping link. The Element Mapping page opens.
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Select or enter search criteria. Click Advanced Search to display additional fields, if needed.
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Click Search to retrieve results.
Display Element IDs
Each element has a unique Element ID. Users can display the IDs within the software by adding a parameter to the database URL. The parameter is: ?ShowActionID=Y
Example - Single Parameter
https://organization.ungerboeck.com/prod/app85.cshtml?ShowActionID=Y
If already using a URL parameter, use an ampersand (&) instead of the question mark (?) when adding the parameter.
Example - Multiple Parameters
https://organization/ungerboeck.com/prod/app85.cshtml?useAnimations=N&ShowActionID=Y
A Note on Custom Elements
Users with administrator rights can create custom actions, columns/fields, and sections. When displaying Element IDs, these custom elements include a minus sign (-) in front of the element ID (e.g., -10016). Custom elements do not display when using the Element Mapping page.
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