Monday, October 31, 2011

HEAT – Understanding HEAT Compound Table

A Compound table in HEAT, is a special System table that exists as one table in the database, but can function as multiple tables in the user interface. In other words, one physical table exists, but multiple sub-tables appear in an Edit Set and in Call Logging. Each contains its own unique combination of fields (which are acquired from the one physical Compound table), displays its own form, and uses its own security. The sub-tables, called Table Types, control what table information (fields) appears in each sub-table. Customer Types, Configuration Types and Call Types are all examples of Table Types.


For example, the Profile table is subcategorized by Customer Types. These sub-tables acquire their information from the Profile table, but they function as individual tables displaying their own combination of fields, possessing their own forms, and using their own security.

HEAT contains four Compound tables:

  • Profile - The Profile table stores information specific to a customer. It can be subcategorized by a Customer Type. Each Type appears as a separate Profile sub-table and is displayed as a separate Profile form, but the information all exists in the main Profile table. The HEAT Demo data contains several predefined Customer Types, which can be modified, and you can create your own Customer Types.
  • Subset - The Subset table stores key information specific to a call about the customer. Since the Subset table normally gets its information from the Profile table, Customer Types defined for the Profile table also control the Subset table.
  • Config - The Config table is part of the Customer Record, and contains information about other elements of the customer environment, such as computer hardware and software, training, HR Benefits, storeroom equipment, inventory, IT settings, or registrations. It can be subcategorized by a Configuration Type. The HEAT Demo data contains several predefined Configuration Types, which can be modified, and you can create your own Configuration Types.
  • Detail - The Detail table stores specific, detailed information about a call. It can be subcategorized according to a Call Type. The HEAT Demo data contains several predefined Call Types, which can be modified, and you can create your own Call Types.

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