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2023-03-03T06:55:25Z

Marked this version for translation

← Older revision		Revision as of 06:55, 3 March 2023
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	<translate>		<translate>
	== Edit Object ==		== Edit Object == <!--T:20-->

			<!--T:21-->
	In the ''Edit object'' view you can add new objects or edit settings for existing [[{{Link}}Object\|objects]].		In the ''Edit object'' view you can add new objects or edit settings for existing [[{{Link}}Object\|objects]].

	=== How to - Show the Edit Object View ===		=== How to - Show the Edit Object View === <!--T:22-->

			<!--T:23-->
	# Click on the [[{{Link}}Organisation Default\|role Organization Management]] in the navigation tree		# Click on the [[{{Link}}Organisation Default\|role Organization Management]] in the navigation tree
	# Click '''Objects > Create new object'''		# Click '''Objects > Create new object'''
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	#:* The ''Edit object'' view opens		#:* The ''Edit object'' view opens

	=== How to - Enter Settings for New Objects ===		=== How to - Enter Settings for New Objects === <!--T:24-->

			<!--T:25-->
	If objects are imported from an external register (Pro 9 is not master), new objects should be created there.		If objects are imported from an external register (Pro 9 is not master), new objects should be created there.

			<!--T:26-->
	# Select an [[{{Link}}Object Type\|object type]] from the menu		# Select an [[{{Link}}Object Type\|object type]] from the menu
	# Enter an '''object name''' (such as the extension number or device description)		# Enter an '''object name''' (such as the extension number or device description)
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	# Click '''save'''		# Click '''save'''

			<!--T:27-->
	'''Note:''' If there are mandatory attribute fields the save button is not active until attribute is entered.		'''Note:''' If there are mandatory attribute fields the save button is not active until attribute is entered.

	=== How to - Edit an Object ===		=== How to - Edit an Object === <!--T:28-->

			<!--T:29-->
	If objects are imported from an external register (Pro 9 is not master), changes should be carried out externally.		If objects are imported from an external register (Pro 9 is not master), changes should be carried out externally.

			<!--T:30-->
	# If you want to change the object’s general information:		# If you want to change the object’s general information:
	## Change or add relevant information in the '''Object name''' and '''Info''' fields. The object type and node is not editable		## Change or add relevant information in the '''Object name''' and '''Info''' fields. The object type and node is not editable
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	## Click '''save'''		## Click '''save'''

	=== How to - Handle Multiple Objects ===		=== How to - Handle Multiple Objects === <!--T:31-->

			<!--T:32-->
	Read more about [[{{Link}}Organisation_EditMultipleObjects\|how to manage multiple objects]]		Read more about [[{{Link}}Organisation_EditMultipleObjects\|how to manage multiple objects]]

	=== How to - Manage Graphs === <!--T:19-->		=== How to - Manage Graphs === <!--T:19-->

			<!--T:33-->
	Read more about [[{{Link}}Organisation_Graphs\|how to manage graphs]]		Read more about [[{{Link}}Organisation_Graphs\|how to manage graphs]]

	=== How to - Move Objects === <!--T:11-->		=== How to - Move Objects === <!--T:11-->

			<!--T:34-->
	# Click on the tab '''move'''		# Click on the tab '''move'''
	# Read more about [[{{Link}}BillerOrg_MoveBillGroup\|how to move objects]]		# Read more about [[{{Link}}BillerOrg_MoveBillGroup\|how to move objects]]
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	=== How to - Book Services === <!--T:13-->		=== How to - Book Services === <!--T:13-->

			<!--T:35-->
	# Click on the tab '''Book services'''		# Click on the tab '''Book services'''
	# Read more about [[{{Link}}Biller EditDevice\|how to book services]]		# Read more about [[{{Link}}Biller EditDevice\|how to book services]]
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	=== How to - Delete an Object === <!--T:16-->		=== How to - Delete an Object === <!--T:16-->

			<!--T:36-->
	# Click on '''Delete'''		# Click on '''Delete'''
	#:* The ''Delete confirmation'' popup is displayed		#:* The ''Delete confirmation'' popup is displayed
	# Press '''Yes''' if you want to delete		# Press '''Yes''' if you want to delete

			<!--T:37-->
	'''Note:''' Only objects without history can be deleted.		'''Note:''' Only objects without history can be deleted.

Toptiuser: Created page with " == Edit Object == In the ''Edit object'' view you can add new objects or edit settings for existing objects. === How to - Show the Edit Object View === # Click on the role Organization Management in the navigation tree # Click '''Objects > Create new object''' #: - or - # Search for an object in the main search view and click the name of the object you want to edit #..."

2023-02-14T16:00:20Z

Created page with "<translate> == Edit Object == In the ''Edit object'' view you can add new objects or edit settings for existing [[{{Link}}Object|objects]]. === How to - Show the Edit Object View === # Click on the [[{{Link}}Organisation Default|role Organization Management]] in the navigation tree # Click '''Objects > Create new object''' #: - or - # Search for an object in the [[{{Link}}Organisation MainSearch|main search view]] and click the name of the object you want to edit #..."

New page

<translate>
== Edit Object ==

In the ''Edit object'' view you can add new objects or edit settings for existing [[{{Link}}Object|objects]].

=== How to - Show the Edit Object View ===

# Click on the [[{{Link}}Organisation Default|role Organization Management]] in the navigation tree
# Click '''Objects > Create new object'''
#: - or -
# Search for an object in the [[{{Link}}Organisation MainSearch|main search view]] and click the name of the object you want to edit
#:* The ''Edit object'' view opens

=== How to - Enter Settings for New Objects ===

If objects are imported from an external register (Pro 9 is not master), new objects should be created there.

# Select an [[{{Link}}Object Type|object type]] from the menu
# Enter an '''object name''' (such as the extension number or device description)
# Enter any '''info''' (e.g. the name of the person using the extension)
# Select a [[{{Link}}Node|node]] (such as a [[{{Link}}PBX|PBX]]) to associate the new object with
# Select a [[{{Link}}Main Group|main group]] to associate the new object with
# Select an [[{{Link}}Organisation Group|organization group]] to associate the new object with:
## Enter the name (or part of the name) of the group in the search field
##:* The menu will automatically update based on your search
## Select an organization group in the menu
# If the object is to be associated with a [[{{Link}}Person|person]]:
## Enter the name (or part of the name) of the person in the search field
##:* The menu will automatically update based on your search
## Select a person in the menu
# Default value in '''object start date''' is today's date, you can select an earlier date in active period (ongoing period) or set a future date for activation later
#:* If you want to set an earlier date the closed period have to be opened and reaggregated, read more about [[{{Link}}Biller_Period|periods]]
# Check the box to indicate if '''Pro 9 is master''' or if the information is to be imported from an external register
# Check the box to define the object as [[{{Link}}MEX|MEX]] ''(only available for [[{{Link}}Extension|extension]] objects)''
#:* In this case, also define the '''cell phone number''' in the field that shows up when you check the box
# Define any available attributes
# Click '''save'''

'''Note:''' If there are mandatory attribute fields the save button is not active until attribute is entered.

=== How to - Edit an Object ===

If objects are imported from an external register (Pro 9 is not master), changes should be carried out externally.

# If you want to change the object’s general information:
## Change or add relevant information in the '''Object name''' and '''Info''' fields. The object type and node is not editable
## Check the box to indicate if '''Pro 9 is Master''' or if the information is to be imported from an external register
## [[{{Link}}MEX|MEX]]
### Check the box to indicate if the object is a MEX ''(only available for [[{{Link}}Extension|extension]] objects)''
###:* In this case, also define the '''cell phone number''' in the field that shows up when you check the box
###: - or -
### Uncheck the box to disconnect a MEX
###:* Check the '''keep current organization group''' if you want to keep current organization group
###:* Check the '''keep current person''' if you want to keep current person connected
###:* If you want to change organization group and/or person connection, uncheck the box and select a new value in the dropdown-lists
###::* It is also possible to search for a specific value, enter the name (or part of the name) of the group/person in the search field
###:::* The menu will automatically update based on your search
###::* Select an group/person in the menu
## Click '''save'''
# If you want to change the [[{{Link}}Attribute|attribute]] values:
## Change the values of the fields in the ''Attribute'' section as appropriate
## Click '''save'''

=== How to - Handle Multiple Objects ===

Read more about [[{{Link}}Organisation_EditMultipleObjects|how to manage multiple objects]]

=== How to - Manage Graphs === 

Read more about [[{{Link}}Organisation_Graphs|how to manage graphs]]

=== How to - Move Objects === 

# Click on the tab '''move'''
# Read more about [[{{Link}}BillerOrg_MoveBillGroup|how to move objects]]

=== How to - Book Services === 

# Click on the tab '''Book services'''
# Read more about [[{{Link}}Biller EditDevice|how to book services]]

=== How to - Delete an Object === 

# Click on '''Delete'''
#:* The ''Delete confirmation'' popup is displayed
# Press '''Yes''' if you want to delete

'''Note:''' Only objects without history can be deleted.

</translate>

[[Category:F01{{Langcat|Organisation EditObject}}]]

Organisation EditObject - Revision history

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