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QAD .NET UI – Configured Screens

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  1. QAD .NET UI – Configured Screens Stacy Elwood Green, BravePoint MWUG September 2011

  2. Agenda • Introduction • What are they? • One-time setup • How to Configure a Screen • Advantages • Limitations • Extensions • Questions and Answers • Next Steps

  3. 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 - What are they?

  4. 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

  5. Configured Screens – One-time Setup

  6. Find the program to configure How to Configure a Screen

  7. Right-click program, Choose Design How to Configure a Screen

  8. Set a name & description for the template How to Configure a Screen

  9. 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

  10. Click Configure How to Configure a Screen

  11. How to Configure a Screen

  12. Enter data to walk through the screen How to Configure a Screen

  13. Choose options for a field - Default How to Configure a Screen

  14. Click Apply (Default value turns red) How to Configure a Screen

  15. 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

  16. Choose options for a field - Required How to Configure a Screen

  17. Click Apply (Required field turns blue) How to Configure a Screen

  18. Choose options for a field - Disable How to Configure a Screen

  19. Click Apply (Disabled value turns gray) How to Configure a Screen

  20. Choose options for a field - Hide How to Configure a Screen

  21. The field will be removed from the frame How to Configure a Screen

  22. Continue setting field properties as required How to Configure a Screen

  23. 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

  24. Change the label How to Configure a Screen

  25. Add a new field How to Configure a Screen

  26. The new field displays on the screen How to Configure a Screen

  27. Change Tab Order of fields How to Configure a Screen

  28. Change Tab Order How to Configure a Screen

  29. Continue changing Properties, Hiding, etc. How to Configure a Screen

  30. Hide/Skip an entire frame How to Configure a Screen

  31. Add a new frame How to Configure a Screen

  32. The Frame Designer pops up a new frame How to Configure a Screen

  33. Set the Title of the Frame How to Configure a Screen

  34. Add the desired fields and arrange in frame How to Configure a Screen

  35. Continue configuring as needed How to Configure a Screen

  36. Continue configuring as needed How to Configure a Screen

  37. Continue configuring as needed How to Configure a Screen

  38. Click Close How to Configure a Screen

  39. Right-click program, Choose Design How to Configure a Screen

  40. Click Preview to test your changes How to Configure a Screen

  41. How to Configure a Screen

  42. 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! How to Configure a Screen

  43. 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 Advantages

  44. 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

  45. 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.

  46. ppptmt.xml Configure Any Screen – Sample .xml file

  47. 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.

  48. xxppptmt.xml Configure Any Screen – Sample .xml file

  49. 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.

  50. configscreens.xml Add custom programs, tables, & fields