Aptean Pivotal CRM 5.9 and 6.6 - Create new fields on Pivotal 5.9 and Public it to API

Aptean Pivotal CRM 5.9 and 6.6 - Create new fields on Pivotal 5.9 and Public them to API

Nghia Song

Tel - WhatsApp: +84967324794

Email: songnghia.uit@gmail.com

Objectives:

Explain how to create custom fields & extend fields in Pivotal. In this training course, we will create a new custom field, add it to the Rc_Volunteer_Staging and customize on RedCross.Data for Pivotal 6X and Public API.

 

Steps	Screen shots	Description
1	Path: Pivotal Toolkit -> Tables -> QuickFind Create Find Now to open current design of table	Following the path to open table design
2		Click new field and add new fields into table
3		Create new custom field. For this example, we will create a field with the type Text 50: Rc_Reference_No.  And the comments is: "This field will reocrd the Work Ready Compliance Reference Number"
4		Open Pivotal Administration Console
5		Select Data Synchronization and select environment then right click and select Audit Synchronization
6	Noted: You can see some modifier from another member of the team, should contact them to make sure all change is okay.	Click Ok to applied change and process it.
7		Sync completed
8		Open Microsoft SQL Management Studio. Connect to your database AU_DEV_ED
9		Create new query and select table: Rc_Volunteer_Staging to see the fields created after synchronize database
10	Path: C:\Constants\GenerateConstants.exe	Follow the path, and open Generate Constants by admin. We need to generate a constants table to use it for Pivotal 6.X and public new fields to API
11		In Generate Constants Form, in the tables, click select to open the Tables Form. Select the table name you want to generate constant.
12	File have been generated	Select tables, and click Generate File
13	Path: C\Constants\Tables\Tables	Follow this path, we can see a file generate:  RcVolunteerStagingTable.cs This file will include all fields in the table
14		Open solution PivotalCRM, and open RedCross.Data Project
15		Select the cs file with the file name same with your table name, Then insert new fields from the file generate by constant tool.
16		Build RedCross.Data project and check new version of RedCross.Data.DLL and RedCross.Data.pdb
17		Open Component Services and open Base Application Partition and right click to shut down Pivotal Business Server
18		Copy RedCross.Data.DLL and RedCross.Data.pdb to Service Tasks to apply new fields
19		Open Component Services and open Base Application Partition and right click to start Pivotal Business Server
20		Open CMD and run: IISRESET to restart Application Pool
21		We can debug Service Task to check the data in new fields