Entity Editor
Entity Editor
Last Updated: October 6, 2022The main contents of the entity editor will change depending on the entity currently loaded and its configuration as specified in the Admin area. The following general rules apply: Fields defined as mandatory are denoted by the field label being bold When a new entity is created, some fields may already be filled in because...
External Entities
Last Updated: October 6, 2022Qualify can interact with other applications and link to the data within them. For example, if you use Qualify as your Incident Management system, you will want to hold the details of the Customer and Contacts who have raised an Incident. You could duplicate this information within Qualify but this information will almost certainly exist...
Toolbar Options
Last Updated: October 6, 2022The following options are only enabled when they can perform a useful function. Save: Save any changes made to the current entity on any of the tabs. If any fields fail the validation, not only will the individual fields be marked but the tabs in error will also show an exclamation warning. Save and New:...
Workflow
Last Updated: October 6, 2022If an entity is being controlled by workflow, and workflow is mandatory for the entity, the standard ‘Create’ or ‘Add’ options will not be available. Additional options will appear on the menu in the grid to enable a workflow item to be created. If workflow is not mandatory, both the standard options and the options...
