This is the sixth of a series of articles that will walk you through the Schloss Schwanberg case study.
You can download the case study used at the conference here:
You can read the all the existing articles that support the case study here: Schloss Schwanberg.
This article assumes that you have followed all the previous steps.
The previous article discussed Creating the Booking Management page.
We saw in the previous articles the Customer making the booking can be given a logon to the Castle's website where they can keep track of all the wedding arrangements. The case study requires the customer to be able to make changes to the booking such as choosing the menu, or whether exclusive access to the grounds is required.
This is all to support the customer so that they can keep control of the cost of the booking.
If the customer is to be able to upload the names of the guests attending then a new custom entity will need to be added to the system. This is new table will need to be accessible through self service so the Customer can maintain the guest list and seating at the wedding reception.
Creating the Guest Entity.
If we need to create a new entity for the system, then Sage CRM provides a very fast way of doing this using the Advanced Customization Wizard. The Advanced Customization wizard allows a new custom entity to be created with just a few clicks and selections.
It is important to use the correct version of the Advanced Customization Wizard for you install of Sage CRM. For example in order to make sure that the new Guest Entity can use the server side Mail Merge introduced in Sage CRM v7.1 SP2 it must have be created using the new Advanced Customization Wizard for Sage CRM v7.1 SP2. This is an edited version of the wizard designed for use with the new version.
All partners can download the Main Entity (Advanced Customization) Wizard for Sage CRM v7.1 SP2 from the Business Partner General Downloads folder.
If you have not used the Advanced Customization Wizard before, this is a component that provides a quick and easy method for creating new custom main entities in Sage CRM. The Advanced Customization Wizard functionality works in conjunction with the Component Manager. Creating a new custom entity involves using the Component Manager to install the Advanced Customization Wizard component.
When creating the new Entity using the Advanced Customization Wizard the following options should be selected:
- Add to Find
- Allow Web Service Access
- Owned by People
- Owned by Opportunities
- Has Communications
- Has Library
- Workflow
Additional Fields
Additional Fields will need to be added to the Guest table once it has been created by the wizard.
- Guest First Name (gues_firstname)
- Guest Last Name (gues_lastname)
- Guest Table (gues_table) (Top/Table A/Table B/Table C/ etc) - A Table has 10 guests
- Invitation Sent? (gues_invitationsent) (Yes/No)
- Invitation Status (gues_invitionstatus) (Accept/Decline/Not Known)
- Diet (gues_diet) (Vegetarian, Vegan, Halal, Kosher)
- Accommodation Required (gues_accomodation) (Yes/No)
The next article will look at how this new Guest entity can be accessed through the self service pages.