Important Notes Concerning Embedded Objects
- An embedded link requires careful design to ensure that all embedded virtual fields have the appropriate settings.
- You must examine the security permissions for the entities involved in the embedded link. In general, all users who have read/write access to the entity also need read/write access to the embedded entity. Regardless of how you configure the security settings, keep in mind that users need access to the embedded entity to function correctly.
- When a user opens a new container entity's form and enters information in all of the required fields, including the required embedded link fields, the system creates a new container record and a new embedded link record when the record is saved.
- If the embedded link field is required, then a user will need to specify all required fields in the embedded entity in order to save the container record (that is, the record that includes the embedded link).
- For example, if VehicleID is required, then a user needs to specify a value for all of the required fields in the Vehicles entity.
- For example, if VehicleID is required, then a user needs to specify a value for all of the required fields in the Vehicles entity.
- If the embedded link field is not required, the user can save a container record without specifying a value for any of the embedded fields. However, if the user specifies a value for one or more embedded fields (or changes the default value of one or more embedded fields), then the user must specify a value for all of the embedded entity's required fields in order to save the container record.
- For example, if VehicleID is not required, then a user can save a Passenger Vehicles record without specifying any of the required Vehicles fields. However, if a user enters a value for any of the Vehicles fields, the user must complete all of the required Vehicles fields to save the record.
- For example, if VehicleID is not required, then a user can save a Passenger Vehicles record without specifying any of the required Vehicles fields. However, if a user enters a value for any of the Vehicles fields, the user must complete all of the required Vehicles fields to save the record.
- After configuring a linked field as Embedded and then saving the entity, you cannot later change the linked field to Standard. If you want to change an embedded link to a standard link, you can delete the embedded link and then add a new field for the standard link.
- If In Place Editing is enabled for the container entity, a user can edit Virtual Fields from an embedded entity in views of the container entity's records just as if those fields existed as In Table fields within the container entity.
- A user should not create new records from directly within the embedded entity. The user will be unable to link these records to records in a container entity.
- If an embedded record is already linked to one or more container records, changes made directly to the embedded record are reflected within the container record(s).
- For non-shared links, each record in an embedded entity has one "owner" record in a container entity.
- Once an embedded record is linked to its owner, you cannot link an existing embedded entity record to another container entity record.
- When a user opens an existing container record and modifies one or more embedded link fields, the system automatically updates the embedded entity's record.
- If a user deletes a container record, the corresponding embedded record is also deleted.
- For shared links, each record in an embedded entity has one "owner" record in a container entity and may have one or more non-owner records.
- When a user deletes a shared embedded object's owner record, the corresponding embedded record is not deleted, since it may still be linked to other records. Instead, Aptify removes the OwnerRecordID (it is reset to -1) and locks the record (sets the Locked bit).
- See Designing and Creating Shared Embedded Objects for more information.
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