Config Choice - available via Start Page > Actions menu > Admin Tools > Category = System > Config Choice - is used to choose what is included in drop-down menus throughout the Avionté Core application.
For instance, if the Config Choice AgencyDocumentType is configured to include "Billing Invoice" and "Document," the Main Menu's Agency > Documents section will include the drop-down menu choices "Billing Invoice" and "Document." This article provides a detailed description of each Config Choice property, organized by category as they appear in Admin Tools.
Chapters:
- Edit Choice Properties
- Agency Information
- AP Information
- Assignment Information
- Check Information
- Config Edit Information
- Contact Information
- Customer Information
- Dynamic Panel
- Employee Information
- Favorite Group Information
- Invoice Information
- Job Portal Information
- Message Information
- Order Information
- Pay/Payment Information
- Reference Information
- Transactions Information
- Unemployment Information
- Workers Comp (WC) Information
Edit Choice Properties
Edit Choice Properties
- Open Admin Tools (Ctrl + L, or in Start Page > Actions menu).
- Under Admin Tools > System, double-click Config Choice.
- Click the ChoiceProperty tab.
- Go to the Category list and select the name of the desired drop-down menu to be configured.
- If you don’t know the Category name, go to the Detail tab. Find the Choice Code column in the upper grid, and try searching that column for one of the choices in the desired drop-down list. Note the associated Category.
- To avoid having to scroll through a long drop-down list, just start typing the Category name (or a portion of the name) in the Category search field.
- With the Category name selected, the grid below populates with the Choice Codes for that Category.
- If you only need to change the properties for a single branch, select that branch in the Select Branch list.
- Edit the Properties columns to reflect the desired behavior associated with the drop-down choice:
- (Optional:) Use the row below the column headers to filter the grid.
- Click in a cell to edit the property for that field.
- Note: Each Category has its own set of associated properties.
- (Optional:) Use the row below the column headers to filter the grid.
- After editing, press Tab to save the new value.
- If you would like to change a property for all branches:
- Select the “Apply changes to all Branches” check box.
- Make the desired edit in the grid, then press Tab.
- A confirmation window will ask, “Are you sure you want to apply the change for all Branches?”
- Click Yes to proceed.
Note: If you click No, the change is still made to the single edited field. - The change to that property will be made for all instances of that choice code, across all branches
Agency information
Agency information
Table 1. AgencyAddress |
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Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AgencyAddress) and should not be edited. |
IsPrimary | Determines which address will be used by default. | True: Address is used as the default address. | Exactly one address must have this property set to True. |
False: Address will not be used as the default address. | |||
IsWebVisible | Controls whether the config choice entry appears in the web portals. | True: The config choice appears in portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AgencyDate) and should not be edited. |
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
IsDateValueRequired | Determines if a date is required to be entered for the config choice entry. | True: A date is required for the config choice entry. (ex Created date). | |
False: A date is not required for the config choice entry. (ex Interview Date). | |||
IsWebVisible | Controls whether the config choice entry appears in the web portals. | True: The config choice appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
RecordRequirement | Determines how the information is populated and if the information is editable. | System: Populated by the system and is not editable (ex. created date). | |
Node: Populated by the system and is editable (ex. Account Manager). | |||
None: Not auto-populated and is editable (ex. Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AgencyDocumentType) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AgencyExtra) and should not be edited. |
Category | Determines where the config choice entry will be placed in the Extra section. | Alphanumeric Value | |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
ConfigEditMaskTypeID | Controls the format of the data entered into the config choice entry's field. | GetNull: Free text | |
Numeric: ID number associated with a ConfigEditMaskType. | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). | |||
ValueList | A user controlled, comma separated list of options available for a config choice entry (ex. a drop-down menu). | Alphanumeric values | |
ValueType | Limits what is able to be entered in the config choice entry's field. | Text: Free text | |
ValueList: | |||
Checkbox: | |||
MultiList: | |||
NewVal |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AgencyStatus) and should not be edited. |
ImpliesActive | Controls if an agency with this status is to be considered active. | True: An agency with the status will be considered Active | |
False: An agency with the status will not be considered Active. | |||
IsDefault | Determines if the status will be used by default. | True: The status will be used by default. | Exactly one status must have this property set to True. |
False: The status will not be used by default. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. |
Config Choice Property | Definition | Valid Values | Important Notes |
AP information
AP information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (APBillStatus) and should not be edited. |
IsDefault | Determines if the status will be used as the default status in AP Billing. | True: The status will be used as the default. | Exactly one status must have this property set to True. |
False: The status will not be used as the default. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (APBillType) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Assignment information
Assignment information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AssignmentDate) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AssignmentDate_Temp) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AssignmentDocumentType) and should not be edited. |
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AssignmentEndReason) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AssignmentPerformance_Temp) and should not be edited. |
CountAsAssigned | Determines if an employee with the performance status is considered assigned to the order. | True: An employee with the performance status is considered to be assigned. | The employee is only considered assigned if he/she is within the date range of the order. |
False: An employee with the performance status is not considered to be assigned. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
GenerateTransaction | Determines if a transaction will be automatically generated for an employee with the performance status. | True: An employee with the performance status will have a transaction generated for them. | |
False: An employee with the performance status will not have a transaction generated for them. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (AssignmentRateChangeReason) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode |
Check information
Check information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CheckDelivery) and should not be edited. |
FunctionName | |||
IsDefault | Determines if the config choice will be used by default. | True: The config choice will be used by default. | Exactly one config choice must have this property set to True. |
False: The config choice will not be used by default. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
Record Requirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Edit information
Config Edit information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (ConfigEditMaskTypeID) and should not be edited. |
IsPrimary | Determines which address will be used by default. | True: Address is used as the default address. | Exactly one address must have this property set to True. |
False: Address will not be used as the default address. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. |
Contact information
Contact information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (ContactAddress) and should not be edited. |
IsPrimary | Determines which address will be used by default. | True: Address is used as the default address. | Exactly one address must have this property set to True. |
False: Address will not be used as the default address. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
Record Requirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (ContactDate) and should not be edited. |
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
IsDateValueRequired | Determines if a date is required to be entered for the config choice entry. | True: A date is required for the config choice entry. (ex Created date). | |
False: A date is not required for the config choice entry. (ex Interview Date). | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
Record Requirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (ContactDocumentType) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (ContactExtra) and should not be edited. |
Category | Determines where the config choice entry will be shown in the Extra tab. | Alphanumeric value | |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
IsDate | True: | ||
False: | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
IsNumeric | True: | ||
False: | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). | |||
ValueList | A user controlled, comma separated list of options available for a config choice entry (ex. a drop-down menu). | Alphanumeric values | |
ValueType | Limits what is able to be entered in the config choice entry's field. | Text: | |
Valuelist: | |||
Checkbox: | |||
Multilist: | |||
NewVal |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (ContactRole) and should not be edited. |
IsDefault | Determines what role will be used by default. | True: The role will be used by default. | Exactly one role must have this property set to True. |
False: The role will not be used by default. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
RelatesTo | Controls what types of records a contact is. | Customer, Agency, Order | |
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (ContactStatus) and should not be edited. |
ContactRecordTypeSystemName | Processed: The record has been processed through the system. | ||
Unprocessed:The record has not been processed. | |||
Purged: The record has been purged from the system. | |||
IsDefault | Determines which status will be used by default. | True: The status will be used by default. | Exactly one status must have this property set to True. |
False: The status will be used by default. | |||
ImpliesActive | Controls if a contact with this status is to be considered active. | True: The status indicates that the contact is considered to be active. | |
False: The status indicates that the contact is considered to be inactive. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (ContactUser) and should not be edited. |
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
IsUserValueRequired | Determines if a user value is required to be entered for the config choice entry. | True: A user value is required for the config choice entry. (ex Entered By). | |
False: A user value is not required for the config choice entry. (ex Sales Rep). | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Customer information
Customer information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerAddress) and should not be edited. |
AllowMultipleRecords | Controls if a Customer is able to have multiple address of the same type (ex a customer is only allowed to have one main address, but is able to have mulitple worksite addresses). | True: A customer is able to have multiple addresses of this type. | |
False: A customer is only able to have at most one address of this type. | |||
IsBillingAddress | Determines if the address is considered to be a billing address for the customer. | True: The address is considered to be the billing address for a customer. | Exactly one address must have this property set to True. |
False: The address is not considered to be the billing address for a customer. | |||
IsPrimary | Determines which address will be used by default. | True: Address is used as the default address. | Exactly one address must have this property set to True. |
False: Address is not used as the default address. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date) | |
Node: Populated by the system and is editable (ex Account Manager) | |||
None: Not auto-populated and editable (Any extra information) | |||
IsWorkAddress | Determines if the address is considered to be a worksite address for the customer. | True: The address is considered to be a worksite address for a customer. | |
False: The address is not considered to be a worksite address for a customer. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerContactContactMethod) and should not be edited. |
ConfigEditMaskTypeID | Controls the format of the data entered into the config choice entry's field. | GetNull: Free text | |
Numeric: ID number associated with a ConfigEditMaskType. | |||
IsDefault | Determines if the contact method will be used by default. | True: The contact method will be used by default. | Exactly one contact method must have this property set to True. |
False: The contact method will not be used by default. | |||
IsDefaultEmail | Determines if the email will be used by default. | True: The email will be used by default. | Exactly one email must have this property set to True. |
False: The email will not be used by default. | |||
IsEmail | Determines if the contact method is an email. | True: The contact method is an email. | Only one (IsEmail, IsPhone, IsWebLink) may be set to True per contact method entry. |
False: The contact method is not an email. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
IsPhone | Determines if the contact method is a phone number. | True: The contact method is a phone number. | Only one (IsEmail, IsPhone, IsWebLink) may be set to True per contact method entry. |
False: The contact method is not a phone number. | |||
IsPrimaryPhone | Determines which phone will be used by default. | True: The phone type will be used by default. | Exactly one address must have this property set to True. |
False: The phone type will not be used by default. | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date) | |
Node: Populated by the system and is editable (ex Account Manager) | |||
None: Not auto-populated and editable (Any extra information) | |||
IsWebLink | Determines if the contact method is a website. | True: The contact method is a website. | Only one (IsEmail, IsPhone, IsWebLink) may be set toTrue per contact method entry. |
False: The contact method is not a website. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
None | Node: | ||
None: | |||
SendTextMessage | Determines if the contact method is able to receive text messages. | True: The contact method is able to receive text messages. | Only contact methods that are set to True for IsPhone should be set to True for SendTextMessage. |
False: The contact method is not able to receive text messages. | |||
SubCategory | Customer: The contact method is for a customer record. | ||
Contact: The contact method is for a Customer Contact record. | |||
Agency: The contact method is for an agency. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerCreditHoldCode) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerDate) and should not be edited. |
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
IsDateValueRequired | Determines if a date is required to be entered for the config choice entry. | True: A date is required for the config choice entry. (ex Created date). | |
False: A date is not required for the config choice entry. (ex Interview Date). | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerDocumentType) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
ShowOnWebPortals | True: The document is shown on the Web Portal. | ||
False: The document is NOT shown on the Web Portal. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerIndustryCode) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerLeadSource) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Cannot be edited | |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerOrderExtra) and should not be edited. |
Category | Determines where the config choice entry will be shown in the Extra tab. | Alphanumeric value | |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
ConfigEditMaskTypeID | Controls the format of the data entered into the config choice entry's field. | GetNull: Free text | |
Numeric: ID number associated with a ConfigEditMaskType | |||
CopyToAssignment | Determines if the value entered in the config choice entry's field will be copied onto the assignment. | True: The value entered will be copied onto the assignment. | |
False: The value entered will not be copied onto the assignment. | |||
CopyToOrder | Determines if the value entered in the config choice entry's field will be copied onto the order. | True: The value entered will be copied onto the order. | |
False: The value entered will not be copied onto the order. | |||
CopyToTransaction | Determines if the value entered in the config choice entry's field will be copied onto the transaction. | True: The value entered will be copied onto the transaction. | |
False: The value entered will not be copied onto the transaction. | |||
IsDate | True: | ||
False: | |||
IsNumeric | True: | ||
False: | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). | |||
SubCategory | Customer: | ||
Order: | |||
Agency: | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
ValueList | A user controlled, comma separated list of options available for a config choice entry (ex. a drop-down menu). | Alphanumeric value | |
ValueType | Limits what is able to be entered in the config choice entry's field. | Text: | |
Valuelist: | |||
Checkbox: | |||
Multilist: | |||
NewVal |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerPaymentTerm) and should not be edited. |
IsDefault | Determines which term will be used on invoices by default. | True: The term will be used by default. | Exactly one term must have this property set to True. |
False: The term will not be used by default. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
NoOfDays | Sets the number of days for the payment term. | Numeric value |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerSalesLevel) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerStatus) and should not be edited. |
CanPlaceOrder | Determines if a customer with this status is able to place an order. | True: A customer with this status is able to place an order. | |
False: A customer with this status is not able to place an order. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
CustomerRecordTypeSystemName | Processed: | ||
Unprocessed: | |||
Purged: | |||
FlagWhileTimeEntryVerification | Determines if a customer with this status will be flagged during when verifying time entry. | True: A customer with this status will be flagged during Time Entry Verification. | |
False: A customer with this status will not be flagged. | |||
ImpliesActive | Controls if a contact with this status is to be considered active. | True: The status indicates that the contact is considered to be active. | |
False: The status indicates that the contact is considered to be inactive. | |||
IsDefault | Determines which status will be used by default. | True: The status will be used by default. | Exactly one status must have this property set to True. |
False: The status will be used by default. | |||
IsLead | Controls which statuses will cause a customer to appear in the Mobile Application's Leads section instead of the Mobile App's Customers section. | True: The status indicates that the contact is considered to be a sales lead in the Mobile Application. | |
False: The status indicates that the customer will be treated as a customer in the Mobile Application. | |||
ShowInCustomerTree | Determines if a customer with this status will appear in the Customer Tree. | True: A customer with this status will appear in the Customer Tree. | To see the Customer Tree, right click on the customer page and select Departments. |
False: A customer with this status will not appear in the Customer Tree. |
Table 36. CustomerType
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
Maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerType) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (CustomerUser) and should not be edited. |
CopyToOrderUserSystemName | Alphanumeric value | ||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
CopyToTransaction | Determines if the user entered in the config choice entry's field will be copied onto the transaction. | True: The user entered will be copied onto the transaction. | |
False: The user entered will not be copied onto the transaction. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
IsSalesRole | Determines if a user is considered to be a Sales role. | True: This user is considered to be a Sales role. | |
False: This user is not considered to be a Sales role. | |||
IsUserValueRequired | Determines if a user value is required to be entered for the config choice entry. | True: A user value is required for the config choice entry. (ex Entered By). | |
False: A user value is not required for the config choice entry. (ex Sales Rep). | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Dynamic Panel
Dynamic Panel
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (DynamicPanelPreferenceType) and should not be edited. |
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Employee information
Employee information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeAddress) and should not be edited. |
IsPreviousAddress | Determines if the address is considered to be a Previous Address. | True: This address is considered to be a previous address. | |
False: This address is not considered to be a previous address. | |||
IsPrimary | Determines which address will be used by default. | True: Address is used as the default address. | Exactly one address must have this property set to True. |
False: Address is not used as the default address. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeAssessmentType) and should not be edited. |
AssessmentProviderSystemName | Alphanumeric value | ||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeContactMethod) and should not be edited. |
ConfigEditMaskTypeID | Controls the format of the data entered into the config choice entry's field. | GetNull: Free text | |
Numeric value: ID number associated with a ConfigEditMaskType | |||
ContactContactMethodSystemName | Alphanumeric value | ||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
IsDefaultEmail | Determines if the email will be used by default. | True: The email will be used by default. | Exactly one email must have this property set to True. |
False: The email will not be used by default. | |||
IsEmail | Determines if the contact method is an email. | True: The contact method is an email. | Only one (IsEmail, IsPhone, IsWebLink) may be set toTrue per contact method entry. |
False: The contact method is not an email. | |||
IsPhone | Determines if the contact method is a phone number. | True: The contact method is a phone number. | Only one (IsEmail, IsPhone, IsWebLink) may be set toTrue per contact method entry. |
False: The contact method is not a phone number. | |||
IsPrimaryPhone | Determines which phone will be used by default. | True: The phone type will be used by default. | Exactly one address must have this property set toTrue. |
False: The phone type will not be used by default. | |||
IsWebLink | Determines if the contact method is a website. | True: The contact method is a website. | Only one (IsEmail, IsPhone, IsWebLink) may be set toTrue per contact method entry. |
False: The contact method is not a website. | |||
IsWebRequired | Determines if a website contact method is required. | True: A website contact method is required. | |
False: A website contact method is not required. | |||
None | Node: | ||
None: | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). | |||
SendTextMessage | Determines if the contact method is able to receive text messages. | True: The contact method is able to receive text messages. | Only contact methods that are set to True for IsPhone should be set to True for SendTextMessage. |
False: The contact method is not able to receive text messages. | |||
WebImage | Alphanumeric value |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeConvictionNature) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeConvictionType) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeCustomerDNA) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeDate) and should not be edited. |
AllowToUpdate | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
IsDateValueRequired | Determines if a value is required to be entered for a date. | True: A value is required. | |
False: A value is not required. | |||
IsShowOnWeb | True: | ||
False: | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Cannot be edited | |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeDocumentType) and should not be edited. |
ContactDocumentTypeSystemName | Alphanumeric value | ||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
ShowOnWebPortal | True: | ||
False: | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeEducationDegree) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
Sort | Dictates the order the educational degrees will be displayed in. | Numeric value | All sort orders should be unique and consecutive. |
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Cannot be edited | |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeEmploymentCategory) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
ShowOnApplicantPortal | True: | ||
False: | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
ShowOnWebPortal | True: | ||
False: |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeEmploymentPriority) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Cannot be edited | |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeExtra) and should not be edited. |
Category | Determines where the config choice entry will be shown in the Extra tab. | Alphanumeric value | |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
ConfigEditMaskTypeID | Controls the format of the data entered into the config choice entry's field. | GetNull: Free text | |
Numeric: ID number associated with a ConfigEditMaskType. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
CopyToTransaction | Determines if the value entered in the config choice entry's field will be copied onto the transaction. | True: The value entered will be copied onto the transaction. | |
False: The value entered will not be copied onto the transaction. | |||
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
IsDateRequired | True: | ||
False: | |||
IsDate | True: | ||
False: | |||
IsNumeric | True: | ||
False: | |||
RecordRequirement | Determines how the information is populated and the ability for editing | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). | |||
ValueList | A user controlled, comma separated list of options available for a config choice entry (ex. a drop-down menu). | Alphanumeric value | |
ValueType | Limits what is able to be entered in the config choice entry's field. | Text: | |
Valuelist: | |||
Checkbox: | |||
Multilist: | |||
Date: mm/dd/yyyy | |||
NewValue |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Cannot be edited | |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeInterview) and should not be edited. |
Category | Alphanumeric value | ||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
ConfigEditMaskTypeID | Controls the format of the data entered into the config choice entry's field. | GetNull: Free text | |
Numeric: ID number associated with a ConfigEditMaskType | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex entered date). | Selecting Node will allow the interview question to automatically appear in the grid for each new record created. |
Node: Populated by the system and is editable (ex interview question). | |||
None: Not auto-populated and editable (Any interview response). | |||
ValueList | A user controlled, comma separated list of options available for a config choice entry (ex. a drop-down menu). | Alphanumeric value | |
ValueType | Limits what is able to be entered in the config choice entry's field. | Text: | |
Valuelist: | |||
Date: | |||
Multilist: |
|||
Currency: |
|||
NewValue |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeSkillStrength) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeSkillUnitType) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (EmployeeStatus) and should not be edited. |
EmployeeRecordTypeSystemName | Processed: | ||
Unprocessed: | |||
Purged: | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
ImpliesActive | Controls if a contact with this status is to be considered active. | True: The status indicates that the contact is considered to be active. | |
False: The status indicates that the contact is considered to be inactive. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
ImpliesDNA | Controls if a contact with this status is to be considered to be DNA (Do Not Assign). | True: The status indicates that the contact is considered to be DNA. | |
False: The status indicates that the contact is not considered to be DNA. | |||
IsDefault | Determines which status will be used by default. | True: The status will be used by default. | Exactly one status must have this property set to True. |
False: The status will be used by default. | |||
SetWhenResourceProcessingComplete | Determines which status will be used once an employee completes resource processing. | True: The status indicates the employee has completed resource processing. | |
False: The status indicates the employee has not completed resource processing. | |||
SetWhenResourceProcessingBegin | Determines which status will be used once an employee begins resource processing. | True: The status indicates the employee has begun resource processing. | |
False: The status does not indicate the employee began resource processing. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory |
Favorite Group information
Favorite Group information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (FavoriteGroupStatus) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Invoice information
Invoice information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (InvoiceDisplayItem) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (InvoiceGroupBy) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
TxnBranchName | Indicates which branch the config choice entry is applied to (for the Transaction) | Any valid Branch | Cannot be edited |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (InvoiceGroupBy) and should not be edited. |
IsDefault | Determines which reason will be used on invoices by default. | True: The reason will be used by default. | Exactly one reason must have this property set to True. |
False: The reason will not be used by default. | |||
IsAREOYBatchVisible (Is AR End Of Year Batch Visible) | Determines whether invoice payment reason is available in an AR end-of-year batch |
True (default): Invoice Payment Reason is an available reason in the drop down for an AR EOY Batch on the AR Post Payment grid
False: Invoice Payment Reason is not available in AR End of Year Batch |
|
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back-end purposes and should only be edited with your Avionté team's assistance. |
IsARAdjBatchVisible | Determines whether an invoice payment reason is available in an AR adjustment batch |
True (default): Invoice Payment Reason is an available Reason in the drop down for a AR Adjustment Batch, on the AR Post Payment grid False: Invoice Payment Reason is not an available Reason in an AR Adjustment Batch |
|
IsARBillBatchVisible | Determines whether an invoice payment reason is available in an AR bill correction batch |
True (default): Invoice Payment Reason is an available Reason in the drop down for a AR Bill Correction Batch on the AR Post Payment grid False: Invoice Payment Reason is not available in AR Bill Correction Batch |
|
IsARPayBatchVisible | Determines whether an invoice payment reason is available in an AR payment batch |
True (default): Invoice Payment Reason is an available Reason in the drop down for a AR Payment Batch on the AR Post Payment grid False: Invoice Payment Reason is not an available Reason for an AR Payment Batch |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (InvoiceGroupBy) and should not be edited. |
IsSeparateInvoice | True: | ||
False: | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (InvoiceGroupBy) and should not be edited. |
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
IsSeparateInvoice | True: | ||
False: | |||
DefaultValueType | IsFunction: | ||
IsText: | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
IncludePastOpenInvoice | True: | ||
False: | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
IsEmailInvoiceToOption | True: | ||
False: | |||
IsEmailInvoiceToOrderContactRole | True: | ||
False: | |||
IsGroupInvoice | True: | ||
False: | |||
IsInvoiceDisplayItems | True: | ||
False: | |||
IsInvoiceStyle | True: | ||
False: | |||
IsInvoiceToDepartment | True: | ||
False: | |||
IsPaymentTerms | Used to configure an Invoice Style so that they can have a pre-determined defaulted Payment Terms value | True: Enables a Payment Terms value on an Invoice Style. | |
False: Payment Terms values on Invoice Styles are not enabled. | |||
IsShowDailyHours | True: | ||
False: | |||
IsShowTimeCard | True: | ||
False: | |||
IsSortInvoice | True: | ||
False: | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). | |||
ValueList | A user controlled, comma separated list of options available for a config choice entry (ex. a drop-down menu). | Alphanumeric value | |
ValueListType | IsFunction: | ||
IsText: |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (InvoiceSortBy) and should not be edited. |
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (InvoiceSortBy) and should not be edited. |
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (InvoiceSortBy) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Job Portal information
Job Portal information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (InvoiceSortBy) and should not be edited. |
JobExperienceYear | Numeric value |
Message information
Message information
Table 68. Message
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
Choice Code | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (MessageLinkTo) and should not be edited. |
DefaultMessageTypeSystemName | Message | ||
Text | |||
ImpliesAbsent | True | ||
False | |||
IsArrivalCall | True | ||
False | |||
IsAssignmentAccepted | True | ||
False | |||
IsAssignmentOffered | True | ||
False | |||
IsAssignmentRefused | True | ||
False | |||
IsAvailableCall | True | ||
False | |||
IsCalledAvailable | True | ||
False | |||
IsCallEmAll | True | ||
False | |||
IsDefault | Determines if the contact method will be used by default. | True: The contact method will be used by default. | Exactly one contact method must have this property set to True. |
False: The contact method will not be used by default. | |||
IsDefaultEmail | Determines if the email will be used by default. | True: The email will be used by default. | Exactly one email must have this property set to True. |
False: The email will not be used by default. | |||
IsEmail | Determines if the contact method is an email. | True: The contact method is an email. | Only one (IsEmail, IsPhone, IsWebLink) may be set to True per contact method entry. |
False: The contact method is not an email. | |||
IsEndingCall | True | ||
False | |||
IsEndOfFirstDayCall | True | ||
False | |||
IsSecondDayCall | True | ||
False | |||
IsTextMessage | Controls if a message type is related to text messaging. | True: When this Config Choice is used, the system will treat it as a text message | This must be set to True for at least one Config Choice in order to use any text messaging features. |
False: This Config Choice is not related to text messaging. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SubCategory | Designates under which sub-category the config choice will display, i.e. Employee > Message, Customer > Message, etc. | Alphanumeric value | |
SystemName | A name given to the config choice that is used within the system | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Table 69. MessageLinkTo
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric Value | Cannot be edited |
Maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (MessageLinkTo) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Order information
Order information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (OrderDuration) and should not be edited. |
IsActiveCandidate | Controls if a candidate with this status is to be considered active. | True: A candidate with this status will be considered active. | |
False: A candidate with this status will be considered inactive. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
IsDefault | Determines if the status will be used by default. | True: The status will be used by default. | Exactly one status must have this property set toTrue. |
False: The status will not be used by default. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
IsPlaced | Controls if a candidate with this status is to be considered placed. | True: A candidate with this status will be considered placed. | |
False: A candidate with this status will be considered placed. | |||
MessageActionConfigChoiceID | Numeric value | ||
MessageActionSystemName | Message: | ||
JobOffer: | |||
JobRefusal: |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (OrderDuration) and should not be edited. |
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
IsDateValueRequired | Determines if a date is required to be entered for the config choice entry. | True: A date is required for the config choice entry. (ex Created date). | |
False: A date is not required for the config choice entry. (ex Interview Date). | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value. | Used for back end purposes and should only be edited with your Avionté team's assistance. |
ShowOnWizard | True: | ||
False: |
Config Choice Property | Definition | Valid Values | Important Notes |
AutoUpdateStatus | Allows a user to change the DH order status from "Open" to "Delete," "Close," or "Completed." |
True: An order will automatically update. False: Users are able to change the order status to "Delete," "Close," or "Completed." |
|
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (OrderDuration) and should not be edited. |
FilledStatus | Determines if an order with this status is considered to be filled. | True: An order with this status is considered to be filled. | |
False: An order with this status is not considered to be filled. | |||
IsDefault | Determines if the status will be used by default. | True: The status will be used by default. | Exactly one status must have this property set to True. |
False: The status will not be used by default. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
OpenStatus | Determines if an order with this status is considered to be an open order. | True: An order with this status is considered to be an open order. | |
False: An order with this status is not considered to be an open order. | |||
OrderRecordTypeSystemName | Processed: | ||
Unprocessed: | |||
Purged: | |||
PartiallyFilledStatus | Determines if an order with this status is considered to be partially filled. | True: An order with this status is considered to be partially filled. | |
False: An order with this status is not considered to be partially filled. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (OrderDuration) and should not be edited. |
IsDefault | Determines if the order type will be used by default. | True: The order type will be used by default. | Exactly one status must have this property set to True. |
False: The order type will not be used by default. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (PayCycle) and should not be edited. |
CopyToTransaction | Determines if the value entered in the config choice entry's field will be copied onto the transaction. | True: The value entered will be copied onto the transaction. | |
False: The value entered will not be copied onto the transaction. | |||
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
IsUserValueRequired | Determines if a user is required to be entered for the config choice entry. | True: A user is required for the config choice entry. (ex Created By). | |
False: A user is not required for the config choice entry. (ex Sales Rep). | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). | |||
ShowOnWizard | True: | ||
False: |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (PayCycle) and should not be edited. |
IsActiveCandidate | Controls if a candidate with this status is to be considered active. | True: A candidate with this status will be considered active. | |
False: A candidate with this status will be considered inactive. | |||
IsDefault | Determines if the status will be used by default. | True: The status will be used by default. | Exactly one status must have this property set to True. |
False: The status will not be used by default. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
MessageActionConfigChoiceID | Numeric value | ||
MessageActionSystemName | Message: | ||
JobOffer: | |||
JobRefusal: | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (PayCycle) and should not be edited. |
DefaultValue | The default value for the config choice entry. | Alphanumeric value | |
IsDateValueRequired | Determines if a date is required to be entered for the config choice entry. | True: A date is required for the config choice entry. (ex Created Date). | |
False: A user is not required for the config choice entry. (ex Interview Date). | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
RecordRequirement | Determines how the information is populated and the ability for editing. | System: Populated by the system and is not editable (ex created date). | |
Node: Populated by the system and is editable (ex Account Manager). | |||
None: Not auto-populated and editable (Any extra information). | |||
ShowOnWizard | True: | ||
False: | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (PayCycle) and should not be edited. |
AllowAssignment | True: | ||
False: | |||
DefaultOrderRate | Numeric value , Numeric value (#,#) | ||
FilledStatus | Determines if an order with this status is considered to be filled. | True: An order with this status is considered to be filled. | |
False: An order with this status is not considered to be filled. | |||
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
ImpliesActive | Controls if an order with this status is to be considered active. | True: The status indicates that the order is considered to be active. | |
False: The status indicates that the order is considered to be inactive. | |||
IsDefault | Determines if the status will be used by default. | True: The status will be used by default. | Exactly one status must have this property set to True. |
False: The status will not be used by default. | |||
OpenStatus | Determines if an order with this status is considered to be an open order. | True: An order with this status is considered to be an open order. | |
False: An order with this status is not considered to be an open order. | |||
OrderRecordTypeSystemName | Processed: | ||
Unprocessed: | |||
Purged: | |||
PartiallyFilledStatus | Determines if an order with this status is considered to be partially filled. | True: An order with this status is considered to be partially filled. | |
False: An order with this status is not considered to be partially filled. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (PayCycle) and should not be edited. |
DefaultOrderRate | Numeric value , Numeric value (#,#) | ||
DefaultOrderRateSystemName | Controls which transaction types appear automatically on a new temporary order. | Valid transaction types | Separate each transaction type with a ",". Do not add spaces. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
IsDefault |
must be changed in ConfigOption (DefaultOrder_TempType and DefaultOrder_TempTypeSystemName). |
True: The status will be used by default. | Exactly one status must have this property set to True. |
False: The status will not be used by default. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (PayCycle) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (OrderDuration) and should not be edited. |
Pay/Payment information
Pay/Payment information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (PayCycle) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (PaymentCheckCorrectionReason) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Reference information
Reference information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (ReferenceType) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value. | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Report information
Report information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (ReportCategory) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Transactions information
Transactions information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (TransactionSplitOption) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Unemployment information
Unemployment information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (UnemploymentSteps) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
Workers Comp (WC) information
Workers Comp (WC) information
Config Choice Property | Definition | Valid Values | Important Notes |
Branch | Indicates which branch the config choice entry is applied to. | Any valid branch | Cannot be edited |
ChoiceCode | Name of the Config Choice entry. | Alphanumeric value | Cannot be edited |
ConfigChoiceID | Auto-populated ID of the config choice entry. | Numeric value | Cannot be edited |
maincategory | The section the config choice entry is reflected in. | Alphanumeric value | Should be equal to the category selected (WcClaimAgencyType) and should not be edited. |
IsWebVisible | Controls whether the config choice appears in the web portals. | True: The config choice entry appears in the web portals. | |
False: The config choice is hidden and only appears in the core app. | |||
SystemName | A name given to the config choice that is used within the system. | Alphanumeric value | Used for back end purposes and should only be edited with your Avionté team's assistance. |
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