Lime CRM Wiki configuration:lisa

How to add fields

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 08:59:37 +0000

How to add fields A table can contain fields of several different types. To create a field in a table, select the table you wish to add a field for. When designing the table there is a panel on your right hand side, there you will find all available

Add tabs/tables

anonymous@undisclosed.example.com (Anonymous) — Thu, 24 Oct 2019 15:14:53 +0000

Add tabs/tables To start adding objects to your database, make sure “Databases” is selected in the top left button. Click on the database you would like to work with in the menu to the left and choose “Designer”. You will be prompted for the login of an administrator account in LIME, and then you are ready to go!

Attach database

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 07:58:03 +0000

Attach database To attach a LIME database with help from LISA, click the light-grey button in the top left corner of LISA and choose “Databases”. Press “Attach Database” and you will be asked for the following information: * Display name: the name of the database presented in the LIME client

Database settings

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 07:58:23 +0000

Database settings In LISA (Not in Maggie in Cloud), it's possible to set the following settings. * Language * Defined which languages are enabled in the database * Select a default language * Login * Change default login behaviour between Lime login and Windows AD login

Field properties

anonymous@undisclosed.example.com (Anonymous) — Tue, 21 Sep 2021 12:36:49 +0000

Field properties There are many field properties that can be set for a field and what properties a specific field have depends on it´s field type. To set properties on a field, click on the field you would like to set a property for and choose “Properties” on the panel to the right.

SQL properties

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 08:00:28 +0000

SQL properties In LISA it's possible to have small snippets of SQL to run either on New, Update or Load. It is adviced to have all logic during the Update sequence, to avoid decreasing performance. LISA SQL Syntax The SQL properties in LISA takes normal MSSQL syntax. But all queries are subqueries. Meaning that you are already within an active select statement on the record you are working on.

Field types

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 09:19:28 +0000

Field types There are two types of different fields to choose between in the right panel when designing a card: templated fields and Untemplated raw fields. * Templated fields = fields that have predefined settings e.g. Date-fields * Untemplated raw fields

Groups

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 08:01:17 +0000

Groups Groups are used to separate users from each other depending on job role, lime role or other needed separations. It's also used in conjunction with security policies to control what rights they get.

How to access LISA

anonymous@undisclosed.example.com (Anonymous) — Thu, 26 Nov 2020 07:55:27 +0000

How to access LISA * You need to be a part of the Administration group (Lime CRM Admins) * Internet Explorer (Silverlight needs to be installed) * To start LISA, simply open your web browser (note that Internet Explorer is required!) and go to http://:5472/lisa

What is LISA?

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 08:50:12 +0000

What is LISA? LISA (Lime CRM Server Administration) is an administrative tool for Lime CRM. It is used to attach databases, add tabs, add fields, administrate users and permissions. The tool is built to ease the way of designing databases by giving a visual representation of how the actual Lime CRM table will look when opened.

Users

anonymous@undisclosed.example.com (Anonymous) — Mon, 23 Jan 2023 12:39:32 +0000

Users When selecting users, you can add/delete/edit users and which groups they are in. It's also possible to trigger a synchronization with the AD. To read more about the active directory integration see below. Display Name is the name used in Lime CRM when looking at who created or updated a record. By clicking the username in the list, you can edit the user.

Option Query

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 07:59:48 +0000

Option Query Option queries are used to give the user a pre-selected set of something to increase usability in the solution. This is typically a relation field, but can also be a text field. Utilizing option queries can greatly enhance the speed in which the user can fill in information. You can see the pre-selected posts if you click on the little arrow next to the field in question. There are no pre-selections made as default. Option queries are made and edited in LISA under the property tab …

Overview

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 08:51:38 +0000

Overview This section explains the tree-structure on the left side in LISA. Firstly one choose if one want to take a look at server, components or the databases. Depending on what you choose to work with, another treestructure will apperar. Server

Policies

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 09:14:41 +0000

Policies Policies are used to control the rights to all table, fields, filters, views, templates and reports. New policies are created with the user of the _New_ button. If an existing policy should be edited, just click its Display Name. Doing either of the two will give the following window.

Relation field

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Oct 2019 08:00:08 +0000

Relation field A relation field is a field that is linked to another card in Lime CRM. For example, the field that connects a person to the company that they are working on. There is two types of relations that we use: * One-to-one relation * One-to-many relation

Table properties

anonymous@undisclosed.example.com (Anonymous) — Mon, 03 Jul 2023 11:17:01 +0000

Table properties If you open a table in LISA you will get a graphical representation, similar to how it will look in Lime CRM. Once the table is opened, click anywhere in the header on the table and you can choose properties for the table to the right. Besides the properties you specified when you created the table, you can also choose for example where in LIME the table should appear (