Panels

Panels, also referred to as tables, let you capture additional information in iMIS by adding custom fields—such as checkboxes, drop-down lists, or text fields—to pages like accounts, events, or invoices. Panels are useful when the standard, out-of-the-box fields do not meet your organization’s needs.

Each panel is based on a panel source (or multiple sources), which defines the data structure behind the panel. A panel source can be user-defined or system-provided and determines how the information collected in the panel is stored in the iMIS database. When you create a new panel source for custom data, iMIS automatically creates a corresponding business object that can be used throughout the system (for example, in queries or forms).

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Note

Panels are shared. When you update one panel or field, it updates within every content record that uses it.

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Note

You can see your new data source show up as a business object in Business Object Designer, but it will be read-only. Continue to edit and manage these special sources in Panel Designer.

Version 3 table model

The version 3 table model structure applies to all newly created tables in iMIS EMS. The version 3 table model differs from versions 1 and 2 in that actual database tables are used to store data as opposed to “virtual” tables. This has the benefit of improved data access performance. The creation and management of these version 3 tables should only be done through Panel Editor.