Changes

These settings provide ==Introduction== The Association feature provides the ability to link a single contact to multiple organizations. This feature is required to match real-word situations such as: *A contract is the Executive Director of one organization but a board member at several other organizations.*A contact is a professor at a university and a consultant at a hospital as well as the CEO of a start-up company.* A contact is an individual artist but a collaborator in multiple arts collectives. The relationship between the contact and the associated organization is control by Role. So when you view a contact you will see all the organizations they are associated with as well as the same person role at each organization. An Associations tab can be displayed on a company record to any number show associated people and on a contact record to display the companies that they are associated with.  =Configuring Associations= [[Image:Associations1.png|650px|border]] The steps for configuring are as follows: * Enable Association feature* Create List Views* Configure Associations tab on Org Profile, including Lookup and Assignment Roles * Configure Associations tab on User Profile, including Lookup Categories* Enable Date Range for Associations (optional)* Enable Switch Organization feature (optional)   ==Enable Association feature== The feature is accessed through the Global Settings - Organizations or Global Settings - Users tab.* Check the box beside the '''Enable Associations''' setting.* Additional Association settings are exposed.* Click Save at the bottom of organizationsthe page.    ==Create List Views== The List View settings on this page allow System Administrators to define the [[list view]]s for Associated records on different profiles. The Contact Association List View settings will control how the list of Associated Contacts will appear when viewed from inside an Organization profile. The Organization Association List View settings will control how the list of Associated Companies will appear when viewed from inside a User profile.  See [[Configuring List Views]] for instructions.   ==Configure Associations tab on Org Profile, including Lookup and Assignment Roles== The Association tab appears on the Company Profile once the corresponding standard field is enabled.  The steps for enabling the Association tab are as follows:* Go to Global Settings - Organizations or Global Settings - Users tab* Go to Company & Organization Settings and click on Standard Fields* Click on the Edit option for the Associations Standard field* Click Save. The Associations tab is now enabled.  The Standard field also controls the Lookup Roles and Assignment Roles used within the Associations tab.   ===Lookup Roles===  Lookup roles allows System Administrators to delimit the roles that are returned when Associations are selected. Only those users in the roles selected in ''Lookup Roles'' will be selectable from the contacts lookup.[[Image:AssociationSettingsPickingAssociates.png|link=|900px]]

==List Views==The steps for configuring the Lookup Roles are as follows:The List View settings on this page allow System Administrators * Use the Lookup Scope radio buttons to define specify whether the [[list view]]s for Associated records of users are restricted to internal users, external users or both.* Click on different profilesthe Lookup button to the right of the Lookup Roles field. * The Roles pop-up should appear. See [[Configuring List Views]] Populate checkbox for instructionsthose roles to be returned when associated users are selected. * Click OK to close Roles pop-up. The selected roles should appear in the Lookup Roles field. * Click Save at the bottom of the page.

  The steps for configuring the Assignment Roles are as follows:* Click on the Lookup button to the right of the Assignment Roles field. * The Roles pop-up should appear. Populate checkbox for those roles used when associating contacts with an organization. * Click OK to close Roles pop-up. The selected roles should appear in the Assignment Roles field. * Click Save at the bottom of the page.    ==Association RoleConfigure Associations tab on User Profile, including Lookup Categories==If you select a role The Associations tab appears on the Contact Profile once the corresponding standard field is enabled.  The steps for enabling the Associations tab are as follows:* Go to Global Settings - Organizations or Global Settings - Users tab* Go to Staff & Contact Settings and click on Standard Fields* Click on the Edit option for the Associations Standard field* Click Save. The Associations tab is now enabled.  The Standard field also controls the Lookup Categories used within the Associations tab.  ===Lookup Categories===  Lookup categories allows System Administrators to delimit the categories that are returned when associated organizations are selected. Only those organization in the categories selected in ''Association RoleLookup Categories'' settingwill be selectable from the organization lookup. The steps for configuring the Lookup Categories are as follows:* Use the Lookup Scope radio buttons to specify whether the list of organizations are restricted to internal organizations, whenever external organizations or both.* Click on the Lookup button to the right of the Lookup Categories field. * The Categories pop-up should appear. Populate checkbox for those categories to be returned when Associated companies are selected. * Click OK to close Categories pop-up. The selected categories should appear in the Lookup Categories field. * Click Save at the bottom of the page.    ==Enable Date Range for Associations (optional)== When you configure Associations you change have the option to enable a contact's company, the contact date range. This will allow a start and end date to be associated with entered when creating Associations.  [[Image:AssociationsDateRange.png|border]] A daily automated process checks the previous company -user associations and if it finds any with end dates that have passed and where the status isn't Expired then it will expire them.  The steps for configuring the date ranges are as follows:* Check the box beside the ''Association Role'Enable Date Range''' setting.* Click Save at the bottom of the page. * Click on the Standard Fields, access the Start or End Date standard fields. This * Click Save. The Date standard field is useful if you now enabled.  ==Disable Switch Organization feature (optional)== Often users may have multiple associations to multiple organizations, but with each association having a different role called "Previous Affiliationsand consequently requiring a different level of access (e.g. user may be Staff with one organization, with access to all data," and want a Reviewer with a second organization where they may need more restricted access). The '''[[System_Feature_Permissions#Arcadia_Permission|Switch Organization]]''' setting provides the option to track prevent switching between the Associated organizations ,. The steps for configuring are as follows: * Click on the Lookup button to the right of the Disable Switching between Portals field. * The Roles pop-up should appear. Populate checkbox for those roles that the Switch Organization feature should be unavailable for. * Click OK to close Roles pop-up. The selected roles should appear in the Disable Switching between Portals field. * Click Save at the bottom of the page.  If a user is not in one of the selected roles then they will see the Switch Organization option appear along the top of their instance.  [[Image:AssociationSwitch1.png|border]] If they click on this then they will be presented with the Switch Organization lightbox, which includes a drop-down that lists there parent organization and all organizations they are associated with.  [[Image:AssociationSwitch2.png|border]] When they select a different organization then there session will temporarily update to reflect the interface and level of access for the associated role.   ===Enable Switch Organization variables === You can use the '''sessioncompany''' variable syntax if there is a contact has been previously affiliatedneed to filter information (e.g.date returned in list views) based on what organization you have switched to. The syntax is as follows:  <pre>@sessioncompany.FIELD@</pre>