3. Windows, Tabs and Fields

Windows

In the Window, Tab & Field master window you can define the windows in the system.

Fill in the fields:

• Name - the name of the window, this will be displayed both as the title of the window and in the menu tree. The system will synchronize the name of the window with the menu entity.

• WindowType - this determines the behaviour of the window when this is accessed. For example:

  • Maintain - all the active records will be displayed;

  • Transaction - only the records that have been created or modified in the current day will be displayed. When working with transaction windows (e.g. Invoices) you do not wish to display the transactions that are older than 2 years.

The Copy Window Tabs button allows you to copy the tabs from windows that have already been defined.

Tabs

In the Tab tab you can defined the tabs of a window. Each tab draws its information from a single table.

Fill in the fields:

• Name - the name of the tab, this will be displayed in the tool tip;

• Table - this determines both the fields that will be available for display and the table that will be updated when adding, modifying or erasing a record in this tab;

• Sequence - this determines the sequence of the tab in the window. The system will automatically allocate sequences in increments of 10 for each new tab;

• Tab Level - this determines whether the tab is a child record or not:

  • 0 - this is the parent tab;

  • 1 - this is the child of the principal (parent) tab;

  • 2 - this is the child of a tab with Tab Leve = 1.

• Process - indicate the process available for this tab that will print a document;

• Single Row Layout - this indicates if the default display type for this window is a single row as opposed to multi row.

• Advanced Tab, Accounting Tab and Translation Tab - these tabs will only be displayed, if enabled in the User Preference menu;

• Attachments Lookup - select this checkbox if the attachment icon will be updated dinamically;

• Displayed and Read Only - these checkboxes can be used to control the display of a tab and the possibility to modify it.

Fields

In the Field tab you can define the fields that appear inside a tab. The modifications done to the Fields tab become visible only after you have run the Cache Reset Client + Server process. If the entered sequence is negative, the records will be set in a decreasing order. If these are centrally maintained, then the names, descriptions and comments will be automatically synchronised.

• Name - mandatory. This will be synchronised with the definition of the column;

• Column - mandatory. The list of available columns for selection is based on the table defined for the tab;

• Description and Comment - these will be synchronised with the definition of the column;

• Centrally maintained - if, for a certain window, you wish to use different labels for some fields, you need to manually enter the values in these fields and deselect this checkbox;

• Field Group - select the group that the field belongs to;

• Default Collapse - you can select this checkbox for the fields that belong to a field group if you want these to be minimized by default when opening the window;

  • starting with v17.02 you can define mandatory fields within collapsed field groups. Up until this version, the respective fields were not considered as mandatory when saving the record;

• Displayed - select this checkbox to have this field displayed. If the field is not necessary for a certain implementation, then you can leave this checkbox empty;

• Read Only - this checkbox indicates that the respective field cannot be modified;

• Sequence and Same Line - these determine the place of the field in the tab;

• Default Focus - by selecting this checkbox, the mouse cursor will be placed by default on top of this field, whenever you create a new record.

In the Access tab you can enter the roles that can access this window.

• Read Only Logic - if the expression entered here is evaluated as true, then all the fields in that tab becomes read only, regardless of the record you are placing.

  • Read Only Logic All Fields - if the expression entered here is evaluated as true, then all the fields in that table becomes read only, but depending on the row you are placing. Expression evaluation is done for each individual record. As an exception to the rule, the fields marked in the table as "Always updatable" will not become "read only". In fact, the rule written here is applied to all the fields in that table as if it were set at the column level in the corresponding table.