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Functional Specifications
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Sub Data Source Configuration

Sub Data Source Configuration
1

Sub Data Source

 
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Title
 
1. This screen is located in the Administration > Cemetery System Setup.
2. Show title field of the screen - Sub Data Source.
 
 
 
 
 
 
2

PandaDoc Template Id

 
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
String
 
1. This should display the selected PandaDoc template id.
 
 
 
 
 
 
3

Sub Data Source

 
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Dropdown
 
1. Should select the primary source from sub view which is define in sub data source.
2. Should define as a view under the DocumentTemplateEntity.
Y
 
 
 
 
 
4

Sub Data Source Key

 
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
String
Sub data records should generate based on the mapping of the main source key and the sub data source key in SQL database.
1. Should store the primary key from sub view which is define in sub data source.
Y
 
 
 
 
 
5

Table Id

 
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
String
 
1. Entry of the table id from the PandaDoc document template.
N
 
 
 
 
 
6

Main Source Key

 
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
String
Sub data records should generate based on the mapping of the main source key and the sub data source key in SQL database.
1.. Should store the primary key from main view which is define in document template configuration screen.
Y
 
 
 
 
 
7

Save

 
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Button
 
1.This Button is visible when the screen is in ADD or EDIT mode.
2. New entries are inserted to the database.
3. Edited entries are updated in the database.
N
 
 
 
-
 
8

Cancel

 
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Button
Subject to all standard CRM rules.
1. This button is visible when the screen is in EDIT mode.
2. When selected, returns the user to the sub data source list.
N
 
 
 
-
 
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