Window: Info Window Customization

[Created: 29/09/2020 - Updated: 20/09/2023 ]
Description: Define Info Window Customization for Role/User
Help: The customization values defined here overwrite/replace the default system definition if defined.

Tab: Info Window Customization

[Created: 29/09/2020 - Updated: 27/10/2024 ]
Description:
Help:
Tab Level: 0

Table 10: Info Window Customization - Fields

Table: Report Parameters

Name	Description	Help	Technical Info
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	ad_userdef_info.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	ad_userdef_info.AD_Org_ID numeric(10) Table Direct
Role	Responsibility Role	The Role determines security and access a user who has this Role will have in the System.	ad_userdef_info.AD_Role_ID numeric(10) Table Direct
User/Contact	User within the system - Internal or Business Partner Contact	The User identifies a unique user in the system. This could be an internal user or a business partner contact	ad_userdef_info.AD_User_ID numeric(10) Search
Info Window	Info and search/select Window	The Info window is used to search and select records as well as display information relevant to the selection.	ad_userdef_info.AD_InfoWindow_ID numeric(10) Table Direct
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.There are two reasons for de-activating and not deleting records:(1) The system requires the record for audit purposes.(2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	ad_userdef_info.IsActive character(1) Yes-No
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	ad_userdef_info.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	ad_userdef_info.Description character varying(255) String
Comment/Help	Comment or Hint	The Help field contains a hint, comment or help about the use of this item.	ad_userdef_info.Help character varying(2000) Text
Language	Language for this entity	The Language identifies the language to use for display and formatting	ad_userdef_info.AD_Language character varying(6) Table
Show in Dashboard	Show the dashlet in the dashboard		ad_userdef_info.IsShowInDashboard character(1) List
Sequence	Method of ordering records; lowest number comes first	The Sequence indicates the order of records	ad_userdef_info.SeqNo numeric(10) Integer
Image URL	URL of image	URL of image; The image is not stored in the database, but retrieved at runtime. The image can be a gif, jpeg or png.	ad_userdef_info.ImageURL character varying(120) String
Window	Data entry or display window	The Window field identifies a unique Window in the system.	ad_userdef_info.AD_Window_ID numeric(10) Table Direct
PO Window	Purchase Order Window	Window for Purchase Order (AP) Zooms	ad_userdef_info.PO_Window_ID numeric(10) Table

Tab: Column Customization

[Created: 29/09/2020 - Updated: 27/10/2024 ]
Description:
Help:
Tab Level: 1

Table 20: Column Customization - Fields

Table: Report Parameters

Name	Description	Help	Technical Info
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	ad_userdef_info_column.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	ad_userdef_info_column.AD_Org_ID numeric(10) Table Direct
User defined Info Window			ad_userdef_info_column.AD_UserDef_Info_ID numeric(10) Table Direct
Info Column	Info Window Column	Column in the Info Window for display and/or selection. If used for selection, the column cannot be a SQL expression. The SQL clause must be fully qualified based on the FROM clause in the Info Window definition	ad_userdef_info_column.AD_InfoColumn_ID numeric(10) Table Direct
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	ad_userdef_info_column.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	ad_userdef_info_column.Description character varying(255) String
Comment/Help	Comment or Hint	The Help field contains a hint, comment or help about the use of this item.	ad_userdef_info_column.Help character varying(2000) Text
Sequence	Method of ordering records; lowest number comes first	The Sequence indicates the order of records	ad_userdef_info_column.SeqNo numeric(10) Integer
Selection Column Sequence	Selection Column Sequence	For ordering sequence of selection column	ad_userdef_info_column.SeqNoSelection numeric(10) Integer
Displayed	Determines, if this field is displayed	If the field is displayed, the field Display Logic will determine at runtime, if it is actually displayed	ad_userdef_info_column.IsDisplayed character(1) List
Read Only	Field is read only	The Read Only indicates that this field may only be Read. It may not be updated.	ad_userdef_info_column.IsReadOnly character(1) List
Query Criteria	The column is also used as a query criteria	The column is used to enter queries - the SQL cannot be an expression	ad_userdef_info_column.IsQueryCriteria character(1) List
Mandatory	Data entry is required in this column	The field must have a value for the record to be saved to the database.	ad_userdef_info_column.IsMandatory character(1) List
Query After Change	Issues a query request after the user has made changes to the field		ad_userdef_info_column.IsQueryAfterChange character(1) List
Display Logic	If the Field is displayed, the result determines if the field is actually displayed	format := {expression} [{logic} {expression}] expression := @{context}@{operand}{value} or @{context}@{operand}{value} logic := {	}
Default Logic	Default value hierarchy, separated by ;	The defaults are evaluated in the order of definition, the first not null value becomes the default value of the column. The values are separated by comma or semicolon. a) Literals:. 'Text' or 123 b) Variables - in format @Variable@ - Login e.g. #Date, #AD_Org_ID, #AD_Tenant_ID - Accounting Schema: e.g. , - Global defaults: e.g. DateFormat - Window values (all Picks, CheckBoxes, RadioButtons, and DateDoc/DateAcct) c) SQL code with the tag: @SQL=SELECT something AS DefaultValue FROM ... The SQL statement can contain variables. There can be no other value other than the SQL statement. The default is only evaluated, if no user preference is defined. Default definitions are ignored for record columns as Key, Parent, Tenant as well as Buttons.	ad_userdef_info_column.DefaultValue character varying(2000) String
Field Style	Field CSS Style		ad_userdef_info_column.AD_FieldStyle_ID numeric(10) Table
Auto complete	Automatic completion for text fields	The autocompletion uses all existing values (from the same tenant and organization) of the field.	ad_userdef_info_column.IsAutocomplete character(1) List
Placeholder			ad_userdef_info_column.Placeholder character varying(255) String
Reference	System Reference and Validation	The Reference could be a display type, list or table validation.	ad_userdef_info_column.AD_Reference_ID numeric(10) Table
Dynamic Validation	Dynamic Validation Rule	These rules define how an entry is determined to valid. You can use variables for dynamic (context sensitive) validation.	ad_userdef_info_column.AD_Val_Rule_ID numeric(10) Table Direct
Reference Key	Required to specify, if data type is Table or List	The Reference Value indicates where the reference values are stored. It must be specified if the data type is Table or List.	ad_userdef_info_column.AD_Reference_Value_ID numeric(10) Table
Query Function	Database function for query	Database function for user query. If the database function takes more than just the column name parameter, use ? to indicate where the column name should goes to. E.g: Upper, Trunc and To_Char(?,'MM')	ad_userdef_info_column.QueryFunction character varying(2000) String
Query Operator	Operator for database query		ad_userdef_info_column.QueryOperator character varying(10) List
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.There are two reasons for de-activating and not deleting records:(1) The system requires the record for audit purposes.(2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	ad_userdef_info_column.IsActive character(1) Yes-No
Input field validation	Input field validation query	Input field validation query	ad_userdef_info_column.InputFieldValidation character varying(2000) Text

Tab: Related Customization

[Created: 29/09/2020 - Updated: 16/10/2020 ]
Description:
Help:
Tab Level: 1

Table 30: Related Customization - Fields

Table: Report Parameters

Name	Description	Help	Technical Info
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	ad_userdef_info_related.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	ad_userdef_info_related.AD_Org_ID numeric(10) Table Direct
User defined Info Window			ad_userdef_info_related.AD_UserDef_Info_ID numeric(10) Table Direct
Info Related			ad_userdef_info_related.AD_InfoRelated_ID numeric(10) Table Direct
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	ad_userdef_info_related.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	ad_userdef_info_related.Description character varying(255) String
Comment/Help	Comment or Hint	The Help field contains a hint, comment or help about the use of this item.	ad_userdef_info_related.Help character varying(2000) Text
Sequence	Method of ordering records; lowest number comes first	The Sequence indicates the order of records	ad_userdef_info_related.SeqNo numeric(10) Integer
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.There are two reasons for de-activating and not deleting records:(1) The system requires the record for audit purposes.(2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	ad_userdef_info_related.IsActive character(1) Yes-No
Display Logic	If the Field is displayed, the result determines if the field is actually displayed	format := {expression} [{logic} {expression}] expression := @{context}@{operand}{value} or @{context}@{operand}{value} logic := {	}