Configure AFAS Profit plugin

Intoduction

The AFAS profit plugin contains a ‘config.xml’ file. This file contains the mapping between contacts and incidents in AFAS Profit and contacts and cases in the Anywhere365 CRM plug in. Each AFAS Profit installment could have different field names for the same type of data like ‘Soort’ and ‘Soort_contact_code’.

Example:

  1. Afas profit installment 1 uses ‘Soort’

  2. Afas profit installment 2 uses ‘Soort_contact_code’

Both are actually the same information just with different names. That’s why a mapping is required.

The config file also contains a custom fields section. If the customer wants to include custom fields in the extension window. The required custom fields can be defined in section ContactCustomFieldSettings.

 

Configuring the Config.xml (Mapping settings)

In​ this chapter will be briefly discussed about the configurations of the mapping settings in the Config.xml. Between the element "ContactSettings" you will find the fields that will be mapped to an Contact object. And between the element "IncidentSettings" you will find the fields that will be mapped to an Case object, and between the element "PluginSettings" you will find the settings that is required to function properly.

The element "HyperlinkTemplates" in element "ContactSettings" is the hyperlink templates stored as a ";" list of key / value pair. And the key / value pair is separated by the char ":". For example the setting value in config has 4 key / value pairs:

  • PER:{0}/contactpersoon-prs?CdId={1}

  • PRS:{0}/contactpersoon-prs?CdId={1}

  • ORG:{0}/organisatie-prs?BcId={1};

  • VerkoopRelatie:{0}/verkooprelatie-prs?DbId={1}​

And for example key / value pair "PER:{0}/contactpersoon-prs?CdId={1}​":

​Key

​Value

​PER

​{0}/contactpersoon-prs?CdId={1}​​

 

PluginSettings

In this chapter will be briefly discussed about the settings for the plugin to be needed to function properly.

ElementName

Value

Description

RetrieveCases

false

This settings defines the plugin to retrieves the matching incidents (Cases) when a contact is recognized or been searched. If the value is false the incidents (Cases) will not be retrieved. And if the value is true the incidents (Cases) will be retrieved. The default value of this setting is false.

MaxCountContactsOrCases

50

This settings defines what the maximum record is of a query request to retrieve contacts or cases. The value needs to be a whole number greater then 0. The default value of this setting is 50