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

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Presentation transcript:

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

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

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

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

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

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

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

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

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

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.

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

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

Deletion Money correction Award Tools

Open Discussion Robert Dias Q&A