After you have written the XML file that contains the structure and content of the desired block, you need to define it as a block for TeamConnect. You can do this by selecting the XML file on the Blocks tab of the appropriate object definition.
The following table describes the items in the Blocks tab.
Friendly Names
Friendly names are distinguished by objects, so you cannot use the same name twice for the same object, but you can use the same name for other objects. For example, you can use the friendly name "Assignees" in all objects, except for custom objects and the Task object because they already use the Assignees name.
The following table includes the words that you cannot use as friendly names for custom blocks.
Friendly Names You Cannot Use
Objects |
Words You Cannot Use |
All Objects |
•General •Categories •Detail Forms •Documents •Security •Access Info •History •Group Rights •Workflow |
Accounts |
•Amount •Posting Criteria •Posting Criteria Task •Posting Criteria Expense •Posting Criteria Involved •Posting Criteria Vendor •Posting Criteria Invoice •Transactions •Deposit/Withdraw •Transfer •Child Accounts |
Appointments |
•Attendees •Resources |
Contacts |
•Address •Phone •Fax •Internet Address •Skills •Rates •Employee •Relations •Territories •Involved |
Documents |
•Version |
Invoices |
•Line Items •Transaction |
Involved Parties |
•Account •Relations |
Projects |
•Phase Histories •Assignees •Relations •Milestone •Task •Appointment •Expense •Account •Involved |
Tasks |
•Assignees •Billing Information •Transaction |
