TOC: Connecting a Custom Table to an Existing Interaction | Adding a Custom Interaction to an Existing Metrix Database | Editing the Values in an Existing Lookup Table Associated with a Custom Table | Adding a Field to an Existing Custom Table | Deleting a Custom Table

Editing an Existing Interaction

See also:

• About Interactions
• Understanding and Planning Interactions
• Viewing and Editing Interactions

Connecting a Custom Table to an Existing Interaction

Note: Only the Metrix Administrator is able to edit Interaction Definitions and link custom tables.

1. Open Metrix with Metrix Administrative rights.
2. Click Customize in the Navigation Menu.
3. Click the edit link for the Interaction you want to associate with the custom table.
   
   Figure: Selecting the Interaction for editing
4. In the Edit Interaction Definition form, select the custom table or tables from the Tables to Use drop-down list.
   There is no limit to the number of tables you can select. For more information on Interactions with multiple tables, see Building New Custom Tables for Interactions.
5. In the lower portion of the form, open the Select the Module/Table drop-down list and select the custom table. Available Columns now lists the table's fields.
6. Click a field name and then the Right arrow (>) to move it to the Columns to Display list. Don't choose pkey, Interaction ID, InteractionDefinitionID or ContactID; these can and should remain invisible to users. If you are attaching multiple tables, repeat this process for each one.
   
   Figure: Editing the Interaction Definition

   You can use the up and down arrows to arrange the columns in the order that you want.

7. When you have added all the fields you wish to display on the form for this Interaction, press OK to save the Interaction Definition.

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Adding a Custom Interaction to an Existing Metrix Database

1. Create the custom data table structure in the Developer Module (devmodule130 ) and import it to interactsql.adp. For more information on these steps, see Building New Custom Tables for Interactions.
2. Create a new Interaction Definition.
3. Follow the steps in Connecting a Custom Table to an Existing Interaction above.

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Editing the Values in an Existing Lookup Table Associated with a Custom Table

1. Open Metrix with Metrix Administrator rights.
2. Click on Customize in the Navigation Menu and then click Edit Value Lists.
   The value lists are displayed in the Value List window.
3. To isolate the custom lists, select the Custom radio button under Display Tables at the bottom of this form.
4. Click the table name to highlight it.
   The value list will appear in the Values in List (Change, Add and Delete) window.
   
   Figure: Editing a value list
5. Make the necessary changes, additions or deletions.

Note: Changes are finalized as they are made; there is no "Save" button.

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Adding a Field to an Existing Custom Table

1. Launch Metrix using the shift-bypass technique.
2. Open the custom table in Design View.
3. Add the new field. Double-check the data-type and field-length values.
   
   Figure: Adding a field to a custom table
4. Open tblInteractionModules and find the record for your custom table. Make a note of the value in the InteractModID column.
5. Open tblInteractModColumns and add a record for the new field. Review the other records in the table for examples of the correct values. In the column InteractModID, use the value from tblInteractionModules.
   
   Figure: Adding a field record to tblInteractModColumns
6. Close Metrix.adp and open interactsql.adp .
7. Go to the Forms tab in the database window. Open the corresponding custom form; it will have the prefix "frmUsetblCustom."
8. Add a control for the new column to the form.
   
   Figure: Adding the new field to the Interaction form
9. If the Interaction is to be shown in Form View, make sure to adjust the Tab Order property of the form to accommodate the new field.

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Deleting a Custom Table

Warning In interactsql.adp , the Manage Modules form gives you a listing of all the current custom tables in your database. You should delete a table only if it is not being used for any existing Interaction Definitions. You can see whether a table is associated with an Interaction by clicking on a custom table name, and viewing the Interaction Definitions associated with that table in the lower panel of the window.

1. Close Metrix.adp and openinteractsql.adp.
2. In the Manage Modules form, click on the name of the custom table you wish to delete.
3. Click Delete Custom Table.

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