Picking the right one

Did you know you can have a field with a link to anything in an Exact Synergy request?

 It’s been a while since my last post, so to get slowly into the groove today a quickie.

I have read about this trick some time ago, but I don’t remember where or who, so my apologize for not giving credit to him\her.  However, I suspect a lot of you may not be familiar with it and it is a nice little trick.

The case

When you design a request in Exact Synergy often you want reference other information in your database.  For linking Accounts, Projects or Items you have your standard fields available. However, in the free fields at your disposable, you can add a selection based on a query.

An example - Costcenters

Let’s say I have a request and I want to link a costcenter to this request for classification. This is not something which is available by default in a request.

So, what you see a lot is they create the costcenters as a list of Items. That way the costcenters can be referenced in a request. The obvious downside is that you have is that you need to maintain both the costcenters and the ‘items’ to keep the list complete.

The solution

An alternative is that you add a free field and add a query in it, like so:

 This query will display the costcenters linked to division 802 in my request.

On a database level the costcenter code will be saved to the database, but the description is displayed for the user.  

Other examples

Basically, anything that you can query you can display in a request in this fashion.

Such as:

• Account classifications
• GL accounts
• Journals from a Globe database,
• A selection of employees in a certain role

 In conclusion

I hope this little trick will help you in your use of Exact Synergy and I will try to make a better effort in publishing new materials.

If you found this article helpful, please Like & Share!

For my previous posts see:

Exact Synergy: Email notification of new workflow

Exact Synergy & Globe: Where are my debtors!

We need more celebrations in Exact e-Synergy!

Exact Synergy: Now you see it, now you don’t

Exact Synergy: Creating extra buttons in Requests and for fun giving the buttons some color

Exact Synergy: “A Project that will not fit on one page cannot be understood.”

Exact Synergy: “No man needs a vacation so much as the man who has just had one.” 

Exact Synergy: Turning free fields into hyperlinks

Displaying contact person information in an Exact Synergy Workflow Request

Getting the most out of Exact Synergy Enterprise

The security audit reports Exact Synergy Enterprise

A small trick to track changes on request definitions in Exact Synergy