Transcript Configured Screens - Midwest User Group

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
[email protected]