Transcript Document
Customization Toolkit: What It Can Do For You Fusion 08 Shaun Yelle www.pace2020.com | See the possibilities… The Customization Toolkit • Lists • Fields • Objects – – – – Defaults Cloning Rules String Formats Active States www.pace2020.com | See the possibilities… • • • • • Forms Menus Translations Event Handlers E-mail Notification Also Available for ePace Additional Customization Modules: • Application Programming Interface (API) • Custom Report Writer www.pace2020.com | See the possibilities… User-Defined Lists • • • • Hard-coded List of Custom Items Limits Field Input Renders as Drop-down Values Stored as Strings www.pace2020.com | See the possibilities… User-Defined Lists (cont.) www.pace2020.com | See the possibilities… User-Defined Fields • Modify Standard Object Model • Wide Variety of Data Types www.pace2020.com | See the possibilities… User-Defined Fields (cont.) • Foreign Keys • Calculated Fields www.pace2020.com | See the possibilities… User-Defined Objects • Allows for Custom Data Objects • Can relate to standard objects or other UDOs • Available for Reporting www.pace2020.com | See the possibilities… User-Defined Objects (cont.) www.pace2020.com | See the possibilities… User-Defined Objects (cont.) • Defaults – Pre vs. Post – Static vs. Dynamic • Cloned Object Field/Child Copying • Active State www.pace2020.com | See the possibilities… Object String Formats www.pace2020.com | See the possibilities… User-Defined Forms • • • • • Redesign Standard Forms Reflect Object Model Customizations in the GUI Add Buttons that link to Custom Reports Add/Modify Events Form-Level Field Translations – Field Labels – Tooltips www.pace2020.com | See the possibilities… User-Defined Menus • Modify Standard Menu Layout • Add Customized Entries – – – – Object Forms External Links Reports Group Entries by Sections www.pace2020.com | See the possibilities… User-Defined Translations • Object-Level Field Translations – Field Labels – Tooltips • Translation affects every instance of that field related to the appropriate object. • Form Translation overrides Object Translation www.pace2020.com | See the possibilities… Events & E-mail Templates • Monitor System for Specific Events • When Event Occurs, Perform Action – Send E-mail • Include Report Attachment – Print Report to Printer – Execute PaceConnect www.pace2020.com | See the possibilities… Customization Toolkit Training • • • • Quick Start Guide University of Pace Knowledgebase Web-based Training www.pace2020.com | See the possibilities… Toolkit Support Policy • Pre-requisites – Purchased Module – Completed Training • Support Scope – 2 hours at no cost, per issue – Additional Time is Billable – Client contacted before billable time starts for approval www.pace2020.com | See the possibilities… Your Turn • Questions? www.pace2020.com | See the possibilities…