Dossier item incl. feature group

The feature group that is linked to a dossier item can be seen in the With regard to field in the Dossier item view. The With regard to field for a dossier item is a derived field. You cannot fill in this field yourself. For certain changes in feature groups, Profit automatically adjusts the corresponding dossier items. If you create a new feature group, Profit fills this field for all dossier items of the same dossier item type and with the same three features (which may also be empty).

If you change/delete a feature in a feature group then it is also changed/deleted in the linked dossier items.

In order to display the description of the feature group for dossier items, we record a reference to a feature group in the dossier item. You can display the description in a view.

To display the feature group description in a view:

1. Go to: CRM / Dossier / Dossier.
2. Click on: Views.
3. Click on: New view....
4. Create a new view based on an existing view.
5. Click on: Next.
6. Enter a description (e.g. Dossier items with linked feature groups).
7. Click on: Next.
8. In the search field, enter With regard to.
9. Click on the action: Search.
10. Expand the With regard to menu item and add the Description field (under General) to the view fields using the > button.
11. Click on: Finish.

    In addition to the With regard to field, you can add the External user status and Response visible fields to the view.