QAD .NET UI – Configured Screens Stacy Elwood Green, BravePoint MWUG September 2011 Agenda Introduction What are they? One-time setup How to Configure a Screen Advantages Limitations Extensions Questions and Answers Next Steps Configured Screens - What are they? Also referred to as ‘Simplified Screens’ in .NET UI 1.1 through .NET UI 2.7 Create templates for data entry to –Set defaults –Disable/Hide fields –Require data –Change field labels –Add new fields –Control access by Security Group –Speed up Data Entry Configured Screens – One-time Setup Need to be in the .NET UI Admin group (qadadmin, by default) Configured Screens –Set up the User Group that will be allowed to design/configure screens. (UIDesign, by default) –Add users to the UIDesign group Note: If you are not able to set this, verify that you have write permissions to the {QAD}/{ui}/com/mfgpro/configxml/qaddb directory. (eg: /apps/qad/2011se/produi/com/mfgpro) Configured Screens – One-time Setup How to Configure a Screen Find the program to configure How to Configure a Screen Right-click program, Choose Design How to Configure a Screen Set a name & description for the template How to Configure a Screen Choose Security Groups for the template. Either All Users or by specific security group(s). Checked means that security group will use this template. Click OK when all desired groups are selected How to Configure a Screen Click Configure How to Configure a Screen How to Configure a Screen Enter data to walk through the screen How to Configure a Screen Choose options for a field - Default How to Configure a Screen Click Apply (Default value turns red) How to Configure a Screen Defaults are only active for NEW data entry. Default values can be changed as required. Defaults will not applied when editing existing data. How to Configure a Screen Choose options for a field - Required How to Configure a Screen Click Apply (Required field turns blue) How to Configure a Screen Choose options for a field - Disable How to Configure a Screen Click Apply (Disabled value turns gray) How to Configure a Screen Choose options for a field - Hide How to Configure a Screen The field will be removed from the frame How to Configure a Screen Continue setting field properties as required How to Configure a Screen Change field label – Choose field, Click Edit Note: Field must be in Available Fields. To change an existing label, hide the field first. How to Configure a Screen Change the label How to Configure a Screen Add a new field How to Configure a Screen The new field displays on the screen How to Configure a Screen Change Tab Order of fields How to Configure a Screen Change Tab Order How to Configure a Screen Continue changing Properties, Hiding, etc. How to Configure a Screen Hide/Skip an entire frame How to Configure a Screen Add a new frame How to Configure a Screen The Frame Designer pops up a new frame How to Configure a Screen Set the Title of the Frame How to Configure a Screen Add the desired fields and arrange in frame How to Configure a Screen Continue configuring as needed How to Configure a Screen Continue configuring as needed How to Configure a Screen Continue configuring as needed How to Configure a Screen Click Close How to Configure a Screen Right-click program, Choose Design How to Configure a Screen Click Preview to test your changes How to Configure a Screen How to Configure a Screen Changes/Updates made to data during Design or Preview mode are NOT saved to the database Note: In some of the earlier releases, this may not be the case! Test to verify in your version! Advantages Set defaults Disable fields that should not be edited Hide fields that should not be seen Require data entry Change field labels Add new fields (including custom fields!) Hide/Skip frames not required for data entry Add new frames for custom/user fields Change tab order Control access by Security Group for separation of duties Speed up Data Entry Limitations Can not change screen logic (which fields are in which frames) Can not change field format Can not require validation, etc. only require data entry (in some versions, “ “ is considered a valid entry) Requiring data entry on a field does NOT require you to update existing data, only required when someone edits that record Scrolling up/down through records may update fields that were added to the screen Can not run different templates on different menus Only works in .NET UI – not CHUI or GUI Extensions – Configure any program Allow configured screens for ANY program, including custom programs –In the <QADInstall>/<UI>/com/mfgpro/queries directory, there are templates for configurable screens that control whether or not you can set defaults for programs. For example, if you have a custom program, xxppptmt.p, copy the template for ppptmt.xml to xxppptmt.xml, change the internal program name to xxppptmt.p. Once this is done you may need to 'build' the environment to be able to see the changes. Configure Any Screen – Sample .xml file ppptmt.xml Extensions – Add additional tables Allow configured screens to access additional tables, including custom tables In the <QADInstall>/<UI>/com/mfgpro/queries directory, there are .xml files that show how to link to a table. This is the file that will define how it finds the key for the custom table. You'll see how it works if you look at the sosomt.xml definition. You'll need to create a .xml file here for each of the programs that will access the custom table. Once this is done you may need to 'build' the environment to be able to see the changes. Configure Any Screen – Sample .xml file xxppptmt.xml Extensions – Add additional fields Allow configured screens to access additional fields Update <QADInstall>/<UI>/com/mfgpro/configscreens.xml –To be able to update the custom table using configured screens, add the custom table in the configscreens.xml file under the appropriate program name in the upper section of the file –Add all of the fields that you want to be visible for Configured Screens in the bottom ‘Fields’ section of the file Once this is done you may need to 'build' the environment to be able to see the changes. Add custom programs, tables, & fields configscreens.xml Configured Screens DEMO Questions? Next Steps – Warp Speed, please, Mr. Sulu… Configured screens can simplify and speed up data entry for your users Hiding and disabling fields and/or frames can help enforce S-Ox separation of duties or other regulations. Configured screens are stored as XML files, so they easily can be backed up and transferred to other environments. (Design in Test, promote to Production) Once a screen has been configured, it is possible to lock the ‘telnet’ mode out, so that users must use the template when they are using .NET UI. Get a listing of configured screens in 36.20.10.17 Configurable Screens Report Thank You! Stacy Elwood Green sgreen@bravepoint.com