How to: Add Contacts to Release Control

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To add "Contacts" to Release Control (or the former Release Manager), follow these instructions. Though written specific to RLC, the procedure described here could be used to reference any item with any other item.

Optionally, download and extract images in attached "images_HowToContacts.zip" archive to view "img#" references in this article.

Attention
The default "Contacts" auxiliary table is in "Global" application. If you intend to use a different contacts table located in another app, simply reference your app instead of "Global" as you follow the instructions.

  1. Open Composer
  2. Start "Open" choosing "Look in: Repository"
  3. If "Global" is missing (img1), then...
    1. Go to Application Repository in browser
      1. Select Environments section
      2. Highlight intended environment if more than one
        1. Select "Deployments" tab and find "Global" application in list
        2. "Get" the application (img2). In prompt, ensure 'Create snapshot' is unchecked/deselected
        3. Status of "Get" can be viewed in Activities section
    2. Return to composer, refresh repository list, and continue with step 4.a
  4. If "Global" has red icon (not blue & yellow, img3), then...
    1. Open "Global" process application
    2. Check-in Global (okay to 'save changes' if prompted)
    3. Continue with step 5.a
  5. If "Global" has blue & yellow icon (not red), then...
    1. Open process application where you want to use/see contact such as "RLC - Release Train" or "RLC - Release Package" (formerly, "RLC - Application Releases")
    2. Check-out entire process application
    3. Make the following changes
      1. In References section
        1. Right-click "References" and select "Add Application Reference"
        2. Choose "Look in: Repository" and select "Global" app (img4)
      2. In Data Design section
        1. Select the application's primary data table
        2. Add "Contact" field via method described below:

          Attention - Decision must be made here. Please review this section carefully.

          There is a system Contact field which is single-relational which ONLY works with Global contacts table (option α). If using a different table and/or app, you can also create your own single-relational field (option β). In either case, you can create your own multi-relational field (option γ).

          If you think or know you want to present data from the contact, it is recommended to use α or β. You will be limited to one contact per item, but can add Sub-Relational fields for any column of the Contacts table.

          If you think or know you need to allow multiple contacts per item, you will need to use γ. You will not be able to add Sub-Relational fields for presenting the data.

          To cover both cases, consider doing α or β as "Primary Contact" and γ as "Secondary Contacts" - this allows you to present extra primary contact information on forms via Sub-Relational fields but doesn't limit each item to a single contact.

          1. Option α
            (*ONLY if using built-in "Contacts" table from "Global" app)
            1. Right click in the list of fields and choose "Add New > System Fields > Contact" (img5), OR drag the "Contact" field from the Table Palette into list
            2. Field is pre-configured. Go To 'γ' for adding multi-relational field or skip to step 5.c.iii.
          2. Option β
            1. Right click in the list of fields and choose "Add New > Single Relational", OR drag field type from Table Palette into list
            2. Name the field as you wish
            3. In the options section (img6), choose Application = "Name of your app" and Table = "Name of your table"
            4. Go To 'γ' for adding multi-relational field or skip to step 5.c.iii.
          3. Option γ
            1. Right click in the list of fields and choose "Add New > Multi-Relational", OR drag field type from Table Palette into list
            2. Name the field as you wish
            3. In the options section (img6), choose Application = "Global Application" and Table = "Contacts" (or your custom app/table)
            4. Continue to step 5.c.iii
      3. In Visual Design section
          For each form where you would like to see/edit value:
        1. Open form
        2. Drag your new field from the "Form Palette" to any location on form, except any container called "Hidden Fields" or "Hidden Section" (img7)
    4. Save changes locally
    5. Validate changes
      (Note: first validation may show a few "Very High" warnings regarding missing transitions. Validate once again and these should disappear).
    6. Deploy changes
    7. Verify changes
      1. Transition form (img8/8b)
      2. State form (img9/9b)

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