1. COEUS LOCAL CUSTOMIZATION, TOOLS AND AWARD SUMMARY VIEWS March 29, 2011

2. Introduction UC San Diego  Robert Dias  Project Lead, Coeus & Research Systems

3. Presentation Topics  Types of Customization  Customization Tutorial  Award Summary Views  Tools  Q & A

4. Component Attributes: Label names, color, disable fields etc. Static/Dynamic URLs: Launch external URLs with parameters. Default values: Auto fill values, templates. Types of Customization

5. Customization Tutorial  Allows customization to Coeus without Coeus code changes  Rules and attributes are defined in XML configuration files

6. XML Configuration Dynamic configuration with rules Static/dynamic configuration Coeus Customization

7. Configuration files Location webapps\coeus\WEB-INF\classes\coeus_forms.xml webapps\coeus\WEB-INF\classes\coeus_forms_policy.xml

8. DEMO  STATIC CUSTOMIZTION  Custom URL with parameter  Disable label and field  Change label name and color  Change/Disable table column name  Change button name

9. DEMO  DYNAMIC CUSTOMIZTION  URL with parameters  Disable tab (Tab based security)  Default values  Default templates

10. Coeus form policy variables  Available built in variable.  $creatorUnit: The unit number of the person who created this record.  $creator: User who created the record  $currentUser: The user who is currently accessing the record.  $currentUnit: The unit of the user who is currently accessing the record  $currentDate: The current Date in format yyyymmdd for compare.  $currentUniqueID: This could be proposal number in case of proposal or award number in case of award. Useful for URL launch.  $currentMode: U – Update N - New  $currentStatus: The current status of the record  Any form/tab data can specified using Coeus form data. Example: sponsor number and more.

11. Quick summary of whole award Launched from the search screen Drill down details Switch between parent and child Partial customization Print from your browser Money calculation? Award Summary Views

12. Customize UI via XSLT Code change required for new fields View Customization

13. Deletion Money correction Award Tools

14. Open Discussion Robert Dias rdias@ucsd.edurdias@ucsd.edu Q&A