Required tables and fields
The following tables and fields are required for LIME Insight when Lime CRM is used as a data source.
Coworkers
LIME Insight will always look for a table with the label User to find coworkers.
| Field | Possible Field types | Possible labels | Possible names |
|---|---|---|---|
| Name | Text | Name | name, completename |
| Inactive | YesNo | Inactive | inactive, quit |
| Signature | Nickname, Signature | signature, nickname |
If a complete name field is not found LIME Insight will try to look for a first name, last name combination.
| Field | Possible Field types | Possible labels | Possible names |
|---|---|---|---|
| First Name | Text | FirstName | firstname |
| Inactive | Text | LastName | lastname, surname |
Activity measuring
LIME Insight will always look for a table with the label History to find activities to measure.
| Field | Possible Field types | Possible labels | Possible names |
|---|---|---|---|
| Activity | Option, TextOption | Category, Description | category, topic, subject, type, activitytype, activity |
Value measuring
LIME Insight will always look for a tables with the label Project and Company to find value fields, coworker fields and date fields which is what it needs to measure values.
Coworker fields
LIME insight will look for a relation field (field type Link) to a table with the label User OR a field label ResponsibleCoworker
Date fields
LIME insight will look for fields with field type Date or DateTime
Value fields
LIME insight will look for fields with field type Integer or Decimal
Filter fields
LIME insight will look for fields with field type Option