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

 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

 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

 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 / /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 / /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 / /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 Configurable Screens Report

Thank You! Stacy Elwood Green