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iMIS Standard Business Objects as of 20.2.64.8405 (2017 GA)
Report Updated on: 14 August 2018
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Contents Overview ...........................................................................................................4 Community .......................................................................................................5 CsActivity .......................................................................................................................................... 5 CsAddress ......................................................................................................................................... 7 CsCommittee.................................................................................................................................... 8 CsCommitteeCode ......................................................................................................................... 10 CsCommitteeMember.................................................................................................................... 11 CsContact ....................................................................................................................................... 12 CsContactBasic ............................................................................................................................... 14 CsDuesHistory ................................................................................................................................ 16 CsEventHistory ............................................................................................................................... 17 CsNameLog .................................................................................................................................... 18 CsOrderHistory............................................................................................................................... 19 CsOrderLines .................................................................................................................................. 20 CsOrders ......................................................................................................................................... 21 CsRelationship ................................................................................................................................ 23 CsSubscriptions .............................................................................................................................. 24 CsSubscriptionsChapters................................................................................................................ 25 NetContact ..................................................................................................................................... 26 NetContactBasic ............................................................................................................................. 28
Events .............................................................................................................. 30 CsEvent........................................................................................................................................... 30 CsFunction...................................................................................................................................... 32 CsFunctionFees .............................................................................................................................. 33 CsRegFunctions .............................................................................................................................. 34 CsRegistrantClasses........................................................................................................................ 35 CsRegistration ................................................................................................................................ 36 FormDefinitionFieldData................................................................................................................ 37 FormDefinitionFieldData................................................................................................................ 38 2
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Commerce ...................................................................................................... 39 CsProduct ....................................................................................................................................... 39 CsProductCategory ........................................................................................................................ 41 CsProductType ............................................................................................................................... 42
Settings ........................................................................................................... 43 CsGeneralLookupTables................................................................................................................. 43 CsRelationshipTypes ...................................................................................................................... 44
Security ........................................................................................................... 45 GroupReport .................................................................................................................................. 45
ASI Consulting Business Objects ............................................................ 46 ASIC_CustomizerTables ................................................................................................................. 46
YourBusinessObjects ................................................................................. 47 My First Business Object ................................................................................................................ 47
Additional Information and Resources ................................................ 48
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Overview This document lists some of the iMIS standard Business Objects and their function as for the 2017 GA Release (20.2.64.8405) Page 4 & 5 – List the clients Activities – select * from vBoCsActivityTypes excel and move Activity Type to column 1 and Description to column 2. Page 17 & 18 – List the Gen tables - select
–
then copy/paste into
distinct TableName from vBoCsGeneralLookupTables
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Community CsActivity Purpose This Business Object contains all the information stored in traditional iMIS activities. These include calls or emails, meetings attended, dues history, product orders and committee membership among others. It will also contain any user defined activity types you have created. Type Multi-instance. There are likely multiple rows per iMIS ID in this BO. Sources Represented Activity Common Joins 1. Link CsActivity.ID to CsContact.iMIS ID to get contact details about a specific ID. This relation is automatically created when CSContact is added as a source with CsActivity. Common Uses 1. Filter based on Activity Type to see the various types of activities 2. Create a listing of past history by a specific type of activity Considerations Activity is multi-purpose, so the fields you want to use in your queries will depend on the type of activity you are using. Some fields are used for certain purposes in one activity but may not be used the same for other types of activities, or not at all. Refer to the activity setup in the Advanced Accounting Console to better understand the setup. Panel Editor creates a data source for each Activity, with the prompts you use for the fields, as the field names, making it easy to use. Example(s) in Standard iMIS
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Activity codes and descriptions
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CsAddress Purpose This Business Object contains all the address information for records in iMIS. Type Multi-instance. There are likely multiple rows per iMIS ID in this BO. Sources Represented Name_Address Common Joins 1. Link CsAddress.Address Number to CsContact.Bill Address Num to get the primary billing address . This relation is automatically created when CSContact is added as a source with CsAddress. 2. Link CsAddress.ID to CsContact.iMIS ID to get all address details about a specific ID. Common Uses 1. Filter based on CsAddress.Address Purpose to see specific address purposes 2. Use CsContact.Bill Address Num, CsContact.Ship Address Num or CsContact.Mail Address Number to determine the specific primary billing, shipping or mailing address on a given record. 3. Filter based on CsContact.iMIS ID to see all addresses for a given record. Considerations Address contains multiple rows per record based on the number of addresses that have been entered. Querying will need to consider which specific address information you are looking for. CsContact also contains address information which is a copy of the primary mailing address from CsAddress. Example(s) in Standard iMIS
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CsCommittee Purpose This Business Object contains contact specific committee participation history. Type Multi-instance. There are likely multiple rows per iMIS ID in this BO. Sources Represented Activity Common Joins 1. Link CsCommittee.ID to CsContact.iMIS ID to get contact details about a specific ID. This relation is automatically created when CSContact is added as a source with CsCommittee. 2. Link CsCommitteePosition.Position Code to CsCommittee.Position to get the position descriptive text and position rank for sorting. 3. Link CsCommittee.Committee Code to CsCommitteeCode.Code to get committee details from CsCommitteeCode. Common Uses 1. Filter based on Activity Type to see Proposed, Applicant or Committee members 2. Use From Date and Thru Dates to view Committee participation by date Considerations To get full details of a committee you will need to join multiple committee business objects. CsCommittee provides a limited subset of information. To filter who is active in a committee you’ll need to use 2 filters – using 2 fields together will automatically create an OR situation:
Example(s) in Standard iMIS
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CsCommitteeCode Purpose This Business Object contains details about the configuration of committees including code, title, description and group. Type One row per committee Sources Represented Product Common Joins 1. Link CsCommitteeMember.Committee Product Code to CsCommitteeCode.Product Code to get committee membership and details Common Uses 1. Used to get committee setup information Considerations To get full details of a committee you will need to join multiple committee business objects. CsCommitteeCode provides a limited subset of information. Example(s) in Standard iMIS
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CsCommitteeMember Purpose This Business Object contains committee member information. Type Multi-instance. There are likely multiple rows per iMIS ID in this BO, one row for each committee membership. View Represented vCsCommitteeMember Common Joins 1. Link CsCommitteeMember.Committee Product Code to CsCommitteeCode.Product Code to get committee membership and details Common Uses 1. Filter based on product code to get a committee roster 2. Use term start and term end to determine committee membership status 3. Basic committee member contact information is available without linking to CsContact Considerations Committee code is the code you created when setting up the committee. Committee Product Code is how the code appears in the product table which is COMMITTEE/COMMITTEE CODE. Example(s) in Standard iMIS
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CsContact Purpose This Business Object contains name, primary mailing address and contact information along with membership type, category and status. Contains both individual and organization records. Using this business object can have performance implications when joining to one or more additional business objects. Our best practice in ASI Consulting is to use the CsContactBasic business object, or better yet, build your own version of CSContactBasic and have 1 for people and 1 for organizations. Type One row per iMIS record. Sources Represented Name, Name_Fin Common Joins 1. CsContact can be linked to most contact based business objects via the iMIS ID 2. Panels created in Panel Editor are joined by linking CsContact.iMIS ID to the panel’s ContactKey property. 3. Using CsContact twice in a query will link CsContact.ID to CsContact1.Company ID. Use this to create a company roster. Common Uses 1. Most general contact queries. 2. Creating organizational rosters. 3. Queries based on member type, status or category Considerations CsContact is often used multiple times in queries. Each instance used appends a number to the object. Remember which CsContact refers to which entity when you are creating these types of queries. Can be used with the @SelectedID dynamic variable in IQA.
Example(s) in Standard iMIS
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CsContactBasic Purpose This Business Object is the main business object you will use. This contains name, primary mailing address and contact information along with membership type, category and status. Contains both individual and organization records. It does not contain Name_Fin or the billing view that is present in CSContact Type One row per iMIS record. Sources Represented Name Common Joins 1. CsContactBasic can be linked to most contact based business objects via the iMIS ID 2. Panels created in Panel Editor are joined by linking CsContactBasic.iMIS ID to the panel’s ContactKey property. 3. Using CsContactBasic twice in a query will link CsContact.ID to CsContact1.Company ID. Use this to create a company roster. 4. Another option to using CSContactBasic twice, is to create a ABCContactBasicInd and ABCContactBasicOrg, and use each of those in a query to create a company roster. Common Uses 1. Most general contact queries. 2. Creating organizational rosters. 3. Queries based on member type, status or category Considerations CsContactBasic is often used multiple times in queries. Each instance used appends a number to the object. Remember which CsContactBasic refers to which entity when you are creating these types of queries. Can be used with the @SelectedID dynamic variable in IQA.
Example(s) in Standard iMIS
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CsDuesHistory Purpose This Business Object contains dues history information. Type Multi-instance. There are likely multiple rows per iMIS ID in this BO, one row for each dues payment. Sources Represented Activity Common Joins 1. Link CsDuesHistory.ID to CsContact.iMIS ID to get contact details about a specific ID. This relation is automatically created when CSContact is added as a source with CsDuesHistory. Common Uses 1. Create a listing of dues history Considerations Dues history is only generated after dues payments and batches have been processed. Example(s) in Standard iMIS
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CsEventHistory Purpose This Business Object contains event history information. Type Multi-instance. There are likely multiple rows per iMIS ID in this BO, one row for each event registration. Sources Represented Activity Common Joins 1. Link CsEventHistory.ID to CsContact.iMIS ID to get contact details about a specific ID. This relation is automatically created when CSContact is added as a source with CsEventHistory. Common Uses 2. Create a listing of event history 3. Locate people who came to an event in the past Considerations Event history is only generated after the event is closed. Example(s) in Standard iMIS
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CsNameLog Purpose This Business Object contains standard iMIS change log details. Type Multi-instance. There are likely multiple rows per iMIS ID in this BO, one row for each change recorded on the record. Sources Represented Name_Log Common Joins 1. Link CsNameLog.ID to CsContact.iMIS ID to get contact change log details about a specific person. Common Uses 2. Filter based on ID to view change history for a contact Considerations Log text contains lengthy change details which require parsing to get individual change details. Use Contains filters to search on this field. Example(s) in Standard iMIS
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CsOrderHistory Purpose This Business Object contains product order history information. Type Multi-instance. There are likely multiple rows per iMIS ID in this BO, one row for each order. Sources Represented Activity Common Joins 1. Link CsOrderHistory.ID to CsContact.iMIS ID to get contact details about a specific ID. This relation is automatically created when CsContact is added as a source with CsOrderHistory. Common Uses 2. Create a listing of product order history 3. Locate people who purchased a product in the past Considerations Order history is only generated after order payments and batches have been processed. Example(s) in Standard iMIS
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CsOrderLines Purpose This Business Object contains line item detail about an order. Type Multi-instance. There are likely multiple rows per OrderNumber in this BO, one row for each line in an order. Sources Represented View vCsOrderLines which represents the table Order_Lines Common Joins 1. Link CsOrderLines.OrderNumber to CsOrders.OrderNumber to get details about a specific order. This relation is automatically created when CsOrderLines is added as a source with CsOrders. Common Uses 1. Filter based on Product Code to see specific product details of an order 2. Create an invoice or receipt Considerations
Example(s) in Standard iMIS
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CsOrders Purpose This Business Object contains order level details. Type Multi-instance. There are likely multiple rows per iMIS ID in this BO, one row for each line in an order. Sources Represented Orders Common Joins 1. Link CsOrders.ST_ID to CsContact.iMIS ID to get contact details about a specific ID. ST_ID represents the Ship To ID. 2. Link CsOrders.BT_ID to CsContact.iMIS ID to get contact details about a specific billing ID. BT_ID represents the Bill To ID. This relation is automatically created when CSContact is added as a source with CsActivity. Common Uses 1. Create an invoice or receipt 2. View order details like amounts paid or outstanding balances 3. View details on Promotion Codes Orders [TOTAL_CHARGES] [TOTAL_PAYMENTS] [BALANCE] [LINE_TOTAL] [LINE_TAXABLE] [HANDLING_1] [HANDLING_2] [UNDISCOUNTED_TOTAL] [DISCOUNT_CODE] Order_Lines [LINE_NUMBER] [PRODUCT_CODE] [DESCRIPTION] [UNIT_PRICE] [UNIT_COST] [UNDISCOUNTED_PRICE] [EXTENDED_AMOUNT] [EXTENDED_COST] [UNDISCOUNTED_EXTENDED_AMOUNT] [DISCOUNT]
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Example(s) in Standard iMIS
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CsRelationship Purpose This Business Object contains the Relationships between records Type Multi-instance. There is one row per relationship. This means there is likely multiple rows per iMIS ID. Sources Represented View vRelationship representing the Relationship table Common Joins 1. Link CsRelationship.ID to CsContact.ID to get the contact details about a record 2. Link CsRelationship.RelatedToID to CsContact.ID to get the contact details about the related record Common Uses 1. View relationships between people and/or organizations Considerations
Example(s) in Standard iMIS
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CsSubscriptions Purpose This Business Object contains each line item that is in the Subscription table for the individual or company. Type Multi-instance. There will be one row per subscription item which may result in multiple rows per iMIS ID. Sources Represented Subscriptions Common Joins 1. Link CsSubscriptions.ID to CsContact.ID to get contact information or subscription information about a specific contact Common Uses 1. Create a list of subscription items by contact for a membership invoice or reminder 2. Show outstanding dues balance on a record Considerations
Example(s) in Standard iMIS
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CsSubscriptionsChapters Purpose This Business Object contains the Subscriptions for Chapters. Type Multi-instance. One row per Chapter subscription which may mean more than one row per iMIS ID depending on the number of Chapter subscriptions. Sources Represented Subscriptions and Product Common Joins 1. Link CsSubscriptions.ID to CsContact.ID to get contact information or subscription information about a specific contact Common Uses 1. Create a list of Chapter Members Considerations
Example(s) in Standard iMIS
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NetContact Purpose NetContact contains the same fields as CsContact with an additional field called ContactKey. ContactKey is a unique identifier used in some of the iMIS web features (Process Manger, Marketing Suite, and so forth). Type One row per iMIS record. Sources Represented Contact_Main, Name, Name_Fin Common Joins 1. NetContact can be linked to most contact based business objects via the iMIS ID 2. Panels created in Panel Editor are joined by linking NetContact.iMIS ID to the panel’s ContactKey property. 3. Using NetContact twice in a query will link NetContact.ID to NetContact1.Company ID. Use this to create a company roster. Common Uses 1. Most general contact queries. 2. Creating organizational rosters. 3. Queries based on member type, status or category Considerations Can be used with the @SelectedUser dynamic variable in IQA. Example(s) in Standard iMIS
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NetContactBasic Purpose Like CsContactBasic, this Business Object is the main business object you will use. This contains the same fields as CsContactBasic with an additional field called ContactKey. ContactKey is a unique identifier used in some of the iMIS web features (Process Manger, Marketing Suite, and so forth). It does not contain Name_Fin or the billing view that is present in NetContact. Type One row per iMIS record. Sources Represented Name Common Joins 1. NetContactBasic can be linked to most contact based business objects via the iMIS ID 2. Panels created in Panel Editor are joined by linking NetContactBasic.iMIS ID to the panel’s ContactKey property. 3. Using NetContactBasic twice in a query will link NetContactBasic.ID to NetContactBasic1.Company ID. Use this to create a company roster. Common Uses 1. Most general contact queries. 2. Creating organizational rosters. 3. Queries based on member type, status or category Considerations Can be used with the @SelectedUser dynamic variable in IQA. NetContactBasic is often used multiple times in queries. Each instance used appends a number to the object. Remember which NetContactBasic refers to which entity when you are creating these types of queries. Can be used with the @SelectedID dynamic variable in IQA.
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Events CsEvent Purpose This Business Object contains event level setup detail. Type One row per event. Sources Represented Meet_Master Common Joins 1. Link CsEvent.Event Code to CsFunction.Event Code to get function level details from CsFunction. Common Uses 1. Create event listings 2. View event level details. Considerations Summary data for Total Cancellations, Total Registrants and Total Revenue is available on this business object. Example(s) in Standard iMIS
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CsFunction Purpose This Business Object contains function level details about an event. Type Multi-instance. There are likely multiple rows per Event in this BO, one row for each function in an event. Sources Represented Product, Product_Function, Product_Inventory Common Joins 1. Link CsFunction.Event Code to CsEvent.Event Code to get event and function details about a specific event. This relation is automatically created when CsFunction is added as a source with CsEvent. Common Uses 2. Filter based on Event Code to get functions related to a specific event Considerations Summary data for Total Registrants and Total Fees are available on this business object. Example(s) in Standard iMIS
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CsFunctionFees Purpose This Business Object contains pricing information for an event function Type Multi-instance. There are likely multiple rows per function in this BO, one row for each reg class with pricing on a function. Sources Represented Product_Price Common Joins 1. Link CsFunctionFees.ProductCode to CsFunction.ProductCode to get pricing details about a specific function. This relation is automatically created when CsFunctionFees is added as a source with CsFunction. Common Uses 1. Filter based on Product Code to see pricing for a specific function Considerations
Example(s) in Standard iMIS
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CsRegFunctions Purpose This Business Object contains function level registration information. Type Multi-instance. There are likely to be multiple rows per registration, one row per registered function, plus multiple rows per ID representing different event registrations. Sources Represented View vCsRegFunctions which represents Orders and Order_Lines tables Common Joins 1. Link CsRegFunction.OrderNumber to CsOrders.OrderNumber to get details of an order. 2. Link CsRegFunction.ProductCode to CsFunction.ProductCode to get details of a function. 3. Link CsRegFunction.ST_ID to CsContact.ID to get details about a registrant Common Uses 1. Create a list of attendees for a function 2. Create summary information about a function like total attendees Considerations
Example(s) in Standard iMIS
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CsRegistrantClasses Purpose This Business Object contains the Registrant Classes for events. Type One row per type Sources Represented Meet_Reg_Class Common Joins 1. Link CsRegistrantClasses.RegistrantClass to CsRegistration. RegistrantClass to get the descriptive text of a type as opposed to the code. Common Uses 1. Create a list of Registrant Classes 2. Provide descriptive text of a type Considerations
Example(s) in Standard iMIS
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CsRegistration Purpose This Business Object contains the registrations to events. Type Multi-instance. One row per Registration, with multiple rows per iMIS ID likely. Sources Represented View vCsRegistration which represents the tables Orders and Order_Meet Common Joins 1. Link CsRegistration.ShipToID to CsContact.ID to get registrant contact details 2. Link CsRegistration.BillToID to CsContact.ID to get payment contact details 3. Link CsRegistration.OrderNumber to CsOrder.OrderNumber to get order level details Common Uses 1. Create a list of registrants for a meeting 2. View financial information such as balance, total charges or total payments on a registration Considerations
Example(s) in Standard iMIS
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FormDefinitionFieldData Purpose This Business Object contains the questions that have been asked with a registration. Type Multi-instance. One row per Registration Question answered, with multiple rows per iMIS ID likely. Sources Represented View vFormDefinitionFieldData which represents the tables Common Joins 1. Link Meet_Master.FORM_DEFINITION_ID and FORM_DEFINITION_SECTION_ID 2. Link Product_Function.FORM_DEFINITION_ID and FORM_DEFINITION_SECTION_ID Common Uses 1. Create a list of registrants for a meeting that have answered questions Considerations
Example(s) in Standard iMIS None at this time
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FormDefinitionFieldData Purpose This Business Object contains the responses to the questions that have been asked with a registration. Type Multi-instance. One row per Registration Question answered, with multiple rows per iMIS ID likely. Sources Represented View vFormDefinitionFieldData which represents the tables Common Joins 1. Link Meet_Master.FORM_DEFINITION_ID and FORM_DEFINITION_SECTION_ID 2. Link Product_Function.FORM_DEFINITION_ID and FORM_DEFINITION_SECTION_ID Common Uses 1. Create a list of registrants for a meeting that have answered questions Considerations
Example(s) in Standard iMIS None at this time
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Commerce CsProduct Purpose This Business Object contains information about products in iMIS, including Dues, Certification, Meetings, Chapters, Committees and more Type One row per product Sources Represented View vProduct which represents the tables Product, OrderProduct and OrderProductCategoryLookup Common Joins 1. Link CsProduct.ProductCode to CsOrderLines.ProductCode to get product details about an order item Common Uses 1. Create a product listing 2. Provide product level details not available in other business objects 3. Use ProductType to filter the type of product. Considerations Product contains varying types of products. ProductCode is a concatenation of the type of product and the individual product code in order to create a unique identifier for each row (e.g. COMMITTEE/BOARD). Use product minor for the specific item’s code (e.g. BOARD) but be aware if you have other products that use that code you may get inaccurate results.
Example(s) in Standard iMIS
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CsProductCategory Purpose This Business Object contains the Product Categories for goods setup in the orders module. Type One row per category Sources Represented Product_Cat Common Joins 1. Link CsProduct.ProductCategory to CsProductCategory.ProductCategory to get the descriptive text of a category as opposed to the code. Common Uses 1. Create a list of product categories 2. Provide descriptive text of a category Considerations
Example(s) in Standard iMIS
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CsProductType Purpose This Business Object contains the Product Types for items in the Product table. Type One row per type Sources Represented Product_Type Common Joins 1. Link CsProduct.ProductType to CsProductCategory.ProductType to get the descriptive text of a type as opposed to the code. Common Uses 1. Create a list of product types 2. Provide descriptive text of a type Considerations
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Settings CsGeneralLookupTables Purpose This Business Object contains all the lookup data created in iMIS General Lookup/Validation tables. Type Multi-instance. There are likely multiple rows per lookup table in this BO, one row for each lookup option. Sources Represented Gen_tables Common Joins 1. Join on any field that uses a General Lookup/Validation table. The table will generally store the code value of the lookup. Use CsGeneralLookupTables.Code to link to your user defined field. Common Uses 2. Filter based on Table_Name to get a list of lookups for a specific General Lookup/Validation table 3. Used to populate lookup values for queries and panel data Considerations The code field may contain duplicate values so ensure that you filter on table_name to get the right lookup value. Example(s) in Standard iMIS Review $/Common/Queries/ValueLists folder in IQA.
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CsRelationshipTypes Purpose This Business Object contains the Relationship Types for items in the Relationship table. Type One row per type Sources Represented Relationship_Type table. Common Joins 1. Link CsRelationshipTypes.RelationType to CsRelationship.Relationship to get the descriptive text of a type as opposed to the code. Common Uses 1. Create a list of relationship types 2. Provide descriptive text of a type Considerations
Example(s) in Standard iMIS
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Security GroupReport Purpose This Business Object contains all the groups that a contact can be assigned to Type Multi-instance. There are likely multiple rows per ID in this BO, one row for each group. Sources Represented vGroupReport Common Joins 1. Link GroupReport.MemberContactKey = NetContactBasic.ContactKey to get the name information for the ID Common Uses 1. Filter based on Group Type or Group to get a list of all/some security groups the ID is assigned to. Considerations None at this time Example(s) in Standard iMIS
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ASI Consulting Business Objects ASIC_CustomizerTables Purpose ASIC_CustomizerTables contains all the Tables and Field Name setup through Additional Windows in the Advanced Accounting Console. Type One row per iMIS record. Sources Represented UD_Table (Primary), UD_Field Common Joins 1. None Common Uses 1. Queries to display Customizer tables and fields Considerations None Example(s) in Standard iMIS None – this is an ASI Consulting created Business Object Queries associated with this Business Object $/ContactManagement/DefaultSystem/Reports/Customizer Tables
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YourBusinessObjects My First Business Object Purpose This Business Object contains ‌ Type Single or Multi-instance? There are likely multiple rows per iMIS ID in this BO, one row for each‌ Sources Represented List the tables or sources for the BO Common Joins 1. List common joins to other BOs Common Uses 1. List common uses for this BO Considerations Note anything special about this BO. Example(s) in Your Implementation Provide an example where this BO can be seen in use on your site(s).
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Additional Information and Resources ASI Training Web site http://www.advsol.com/training ASI Training Global Training Schedule http://www.advsol.com/ASI/SupportPortal/Training/Schedule.aspx ASI Documentation http://help.imis.com iQA Documentation http://help.imis.com/imis2017/Features/RiSE/IQA__Intelligent_Query_Architect_/IQA__Intelligen t_Query_Architect_.htm Business Object Documentation http://help.imis.com/imis2017/Features/RiSE/Business_Objects/Business_Objects.htm iMIS Video Tutorials http://help.imis.com/imis2017/Video_Library/Tutorials_300.htm ASI Technical Support Portal https://www.advsol.com/SupportPortal iMIS Developer Resources http://www.advsol.com/ASI/DeveloperResources ASI Resource Library http://www.advsol.com/ASI/IMIS20/resources/library/Resources/library.aspx
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