Object Edit Form

Every objectAll information in Vine is stored in the server database as named objects of different types. Examples: a company, a person, an event, a sales case. has an edit form where you can modify the basic information about the object:

  • To jump to any field on the Edit form, click in the field.

  • Use the TAB key to move to the next field and SHIFT+TAB to go back to the previous field.

Exactly the same object can have different edit and display forms visible for different user groups.

Mandatory Fields

Mandatory fields are those which you have to fill in before you can save the object. Mandatory fields are highlighted by yellow background when empty.  Mandatory fields have their names in red.

The Name field is always mandatory because each object must have a name.

For examples the company edit form includes the "Name" and "Use name" mandatory fields:

Text Fields

The majority of fields in standard Vine objects are plain text fields where you can enter and edit basic information about the object. For example, such fields as Email, Address, Description, Phone are text fields:

Date Fields

Edit forms can include date fields which only accept date and time values. For example, The "Start" and "End" fields in the event edit form are date fields:

You should enter dates and times in the format set in the Regional Options on your computer.

Parameter Fields

Edit forms for most objects include drop-down listsIn lists objects are represented by small icons and object names. Icons help you to recognize object types. Press a keyboard character (a letter or a digit) to jump to the list item that starts from this character. The first matching item will be chosen, counting from the top of the list. which contain values of object parameters that additionally characterize objects.

For example, a project's edit form includes a PhaseIn Vine Marketing, a phase is an independent stage of a query. It has its operation type and criteria loaded in its Contents field. list which contains the following entries: Planning, On Hold, Closed, Active, Ready, Cancelled:

The Vine administrator can add entries to or remove them from the list. The administrator also defines in which Phase projects are shown on the person’s To-Do.

Obsolete type/phase fields

A type or phase parameter value can be declared "obsolete" by the Vine Administrator. Then it will be no longer possible to select that value in new objects but it will still be fully supported in objects where it has already been selected.

After a type/phase value has been marked as "obsolete", it can no longer be selected when editing an object in Vine. However, already set "obsolete" fields will still be supported until another type/phase is selected instead of the obsolete one.

Check Box Fields

A check box field is often used for parameters that can only take two values. For example, an event's phase parameter "Show in To Do" can be either selected or cleared:

Number Fields

Edit forms can include Number fields which only accept integer numbers. For example, The "Budget" and "Result" fields in the standard project edit form are number fields:

Note that a real value will be rounded by Vine to the closest integer value. That is why special Real fields should be used in custom edit forms for storing real values.

Read-Only Fields

Read-Only fields show object data that you cannot modify. For example, CREATEDATE, CREATEUSER and CHANGEDATE, CHANGEUSER are read-only fields:

Link Fields

An object's edit form may contain link fields. Link fields automate creating typical connectionsVine objects are linked to each other by connections. Vine shows an object together with links to all objects directly connected to it. for an object and allow you to specify the needed connections right in the object's edit form.

For example, when you create a person, you will typically also want to specify a company the person works for; that is, to create an Employee-Employer connection from the person to the employer company. The easiest way to do this is to enter the employer company name in the Company link field of the person's edit form:

Note that you do not need to remember the exact name of the object. You can only enter its partial name. In this case, Vine will search the database to find the object:

  • If the object does not exist, you will be prompted to create a new object. An empty object edit form will appear.

  • If there are several objects with matching names, Vine will give you a list from which you can select the desired object.

  • If there is only one object with a matching name, Vine will automatically place it in the link field.

In addition, please note the following:

  • Every link field works with a specific connection type set by the edit form. That is why you can use a specific link field to create a connection of a specific type only.

  • A link field can only be used to create or change a single connection at a time. If the connection type of a link field allows multiple connections, you can easily create those using drag and drop operations or the Connect To command in the shortcut menu.

  • When you edit an object, a link field may already show one connected object. If you substitute it with another object, then the previous object will be disconnected and the new one will be connected. All other connections will be left intact.

  • When creating a new object, Vine automatically fills a link field with the object of the corresponding type you last opened. To remove the default object, empty the link field or replace the default object by filling in the name of the new object.

Standard Vine objects have, for example, the following link fields:

Object

Link Field in Edit Form

Connection Type

Person

Company

Person<->Company: "Employee-Employer"

Project

Client

Project<->Company: "Project-Client"

Responsibility

Project<->Person: "Responsibility-Responsible"

Event

Company

Event<->Company: "Event-Company"

Person

Event<->Person: "Attend-Attendee"

Project

Event<->Project: "Event-Project"

Folder Link Fields

A FolderA folder in Vine is a named group of objects. Link Field can be used to allow you to connect an object to multiple folders right from the edit from.

For example, if the database includes folders of folders such as, “Customer Location” and “Mailing lists”:

Then Folder Link fields can be used to simplify connecting a person to member folders of these parent folders:

When this person object is saved it gets connected to the “Europe” location folder as well as to the “Partners” mail profile folders.

The “Location” folders are taken from the “Customer Location” folder and shown in a drop-down list because the “Customer Location” is an exclusive folder and you can’t select more than one member folder.

The “Mail profile” folders are taken from the “Mailing Lists” folder and shown in a list with checkboxes because you can select any number of member folders.

The Vine administrator can configure which parent folder is used for a folder link field.

Image Fields

Object edit and display forms can include image fields which can be used to store and display visual information, such as, a person's portrait, a company's logo or a resource's photo. All popular graphic formats are supported which are converted and saved to the database as JPEG files. If needed, an image will be downscaled before saving to the database to ensure that its file size is not larger than 32K and its dimensions are not greater than 300x300 pixels.

Access Rights and Visibility/Editing Fields

Please refer to the Protecting Objects section for information about access rights fields and Visibility/Editing options.