Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Country records are used to store a country's full name, as well as their respective ISO2 code (2-letter abbreviation) and ISO3 code (3-letter abbreviation). The Standard System Demo contains a full list of Agiloft-compatible countries along with their codes. State records are used to store state's full name, state abbreviation, and the country of origin. The Standard System Demo's States table holds records for all 50 states, but also holds records for each of the Canadian provinces.

Use Case

Both Country and State records can be created by members of the Admin, Admin Import and Business Admin groups. Links to these tables are used in a variety of places in the Standard System Demo, such as Locations, Opportunities, Companies, People, Quotes, and Contracts tables.

...

Country and State records can be created directly from their corresponding tables, or using an import from an Excel spreadsheet. Import can be useful when a large array of new records need to be added. For example, a good time to use import would be when you need to add a list of states or provinces for a country that is not already included in the Standard System Demo.

Ownership

Both Country and State records are owned by the user who creates them. Specifically, a record is owned by the user whose Login matches the Creator Login field.