Configuring Reference IDs
Reference ID fields enable you to store additional reference numbers (e.g. account numbers in Vivid Seats) on the customer or order. Reference IDs are used in the following areas:
- Customer Reference IDs: Displayed in the Reference IDs section on the Customer Services application Customer|Basic page.
To configure Customer Reference IDs navigate to the Registry application Registry::EN::Business Objects::TScustomerBO::Reference IDs node and customize an existing node or click 'New Node'.
- Order Reference IDs: Displayed on the Customer Services application Order|Summary page.
To configure Order Reference ID navigate to the Registry application Registry::EN::Business Objects::TSorderBO::Reference IDs node and customize an existing node or click 'New Node'.
Reference ID Fields
| Field |
Description |
| Node Name |
The name of the node as you want it to appear in the Registry. |
| Delete? |
Enables you to delete the node. |
| Default Value |
The initial value of the field displayed, before the user makes any changes. |
| Label |
The name to identify the attribute as it is displayed to the user. |
| List |
Select the list you want users to choose from for this field (if any). If you choose a list, when you apply your changes, the 'Default Value' updates with the available list options.
This does not apply if creating a date attribute. |
| Maximum Length |
The maximum number of characters the user can enter into the field. This applies for integer and string attributes. |
| Maximum Number of Values |
If you selected a list and the list is enabled for multiple selections, this field specifies the maximum number of values that the field can have. |
| Minimum Length |
The minimum number of characters the user can enter into the field. This applies for integer and string attributes. |
| Minimum Value |
The minimum value for the field. This only applies to integer attributes. |
| Mode |
Specifies the accessibility of this attribute. The mode options are:
- Readable: Select Yes to enable users to see this field on their interface
- Writeable: Select Yes to enable users to set a value for this field
- Unbound: Specifies whether the field is bound to the specified list (No) or enabled for users to enter their own value (Yes).
- Persistable: Specifies whether the field entry can be saved to the database or not
- Optional: Specifies whether the field is an optional field
- Masked: Not applicable for this category
The three possible settings are:
- Default: The generally anticipated use of the field
- Yes: Field option is active (e.g. 'Optional' set to Yes indicates an optional field)
- No: Field option is active (e.g. 'Optional' set to No indicates a mandatory field)
|
| Subtype |
Specifies the type of information that can be entered. |