Communication Medium
How to use Communication Medium in Platform Settings: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review platform defaults and dependencies within the administrator’s authority. Record the reason and tested impact of changes. Authentication, session settings and security-sensitive configuration need a controlled change process.
This page is a record page in System Admin → Platform Settings. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Communication Medium Type.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Communication Medium from System Admin → Platform Settings, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Communication Channelcommunication_channel | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Communication Medium Typecommunication_medium_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Catch Allcatch_all | Link Optional | If there is no assigned timeslot, then communication will be handled by this group Linked record: Employee Group |
Providerprovider | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Disableddisabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Timeslotstimeslots | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Communication Medium Timeslot |
Child tables
Timeslots — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Day of Weekday_of_week | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
From Timefrom_time | Time Required | Record the time in the format accepted by the field. |
To Timeto_time | Time Required | Record the time in the format accepted by the field. |
Employee Groupemployee_group | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee Group |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.