QAD .NET UI – Configured Screens
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Transcript of QAD .NET UI – Configured Screens
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QAD .NET UI – Configured Screens
Stacy Elwood Green, BravePointMWUG September 2011
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Agenda
IntroductionWhat are they?One-time setupHow to Configure a ScreenAdvantagesLimitationsExtensionsQuestions and AnswersNext Steps
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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
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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)
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Configured Screens – One-time Setup
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How to Configure a Screen
Find the program to configure
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How to Configure a Screen
Right-click program, Choose Design
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How to Configure a Screen
Set a name & description for the template
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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
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How to Configure a Screen
Click Configure
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How to Configure a Screen
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How to Configure a Screen
Enter data to walk through the screen
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How to Configure a Screen
Choose options for a field - Default
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How to Configure a Screen
Click Apply (Default value turns red)
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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.
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How to Configure a Screen
Choose options for a field - Required
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How to Configure a Screen
Click Apply (Required field turns blue)
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How to Configure a Screen
Choose options for a field - Disable
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How to Configure a Screen
Click Apply (Disabled value turns gray)
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How to Configure a Screen
Choose options for a field - Hide
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How to Configure a Screen
The field will be removed from the frame
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Continue setting field properties as required
How to Configure a Screen
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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.
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How to Configure a Screen
Change the label
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How to Configure a Screen
Add a new field
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How to Configure a Screen
The new field displays on the screen
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How to Configure a Screen
Change Tab Order of fields
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How to Configure a Screen
Change Tab Order
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How to Configure a Screen
Continue changing Properties, Hiding, etc.
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How to Configure a Screen
Hide/Skip an entire frame
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How to Configure a Screen
Add a new frame
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How to Configure a Screen
The Frame Designer pops up a new frame
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How to Configure a Screen
Set the Title of the Frame
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How to Configure a Screen
Add the desired fields and arrange in frame
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How to Configure a Screen
Continue configuring as needed
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How to Configure a Screen
Continue configuring as needed
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How to Configure a Screen
Continue configuring as needed
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How to Configure a Screen
Click Close
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How to Configure a Screen
Right-click program, Choose Design
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How to Configure a Screen
Click Preview to test your changes
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How to Configure a Screen
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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!
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Advantages
Set defaultsDisable fields that should not be editedHide fields that should not be seenRequire data entryChange field labelsAdd new fields (including custom fields!)Hide/Skip frames not required for data entryAdd new frames for custom/user fieldsChange tab orderControl access by Security Group for separation of duties Speed up Data Entry
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Limitations
Can not change screen logic (which fields are in which frames)Can not change field formatCan 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 recordScrolling up/down through records may update fields that were added to the screenCan not run different templates on different menusOnly works in .NET UI – not CHUI or GUI
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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.
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Configure Any Screen – Sample .xml file
ppptmt.xml
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Extensions – Add additional tables
Allow configured screens to access additional tables, including custom tablesIn 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.
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Configure Any Screen – Sample .xml file
xxppptmt.xml
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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.
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Add custom programs, tables, & fields
configscreens.xml
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Configured Screens
DEMO
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Questions?
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Next Steps – Warp Speed, please, Mr. Sulu…
Configured screens can simplify and speed up data entry for your usersHiding 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