Window: Window Customization
[Created: 05/09/2001 - Updated: 20/09/2023 ]
Description: Define Window Customization for Role/User
Help: The customization values defined here overwrite/replace the default system definition if defined.
Tab: Window Customization
[Created: 05/09/2001 - Updated: 27/10/2024 ]
Description:
Help:
Tab Level: 0
Table 10: 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_win.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_win.AD_Org_ID numeric(10) Table Direct |
| Window | Data entry or display window | The Window field identifies a unique Window in the system. | ad_userdef_win.AD_Window_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_win.IsActive character(1) Yes-No |
| Role | Responsibility Role | The Role determines security and access a user who has this Role will have in the System. | ad_userdef_win.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_win.AD_User_ID numeric(10) Table Direct |
| Language | Language for this entity | The Language identifies the language to use for display and formatting | ad_userdef_win.AD_Language character varying(6) Table |
| 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_win.Name character varying(60) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | ad_userdef_win.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_win.Help character varying(2000) Text |
Tab: Tab Customization
[Created: 05/09/2001 - Updated: 27/10/2024 ]
Description:
Help:
Tab Level: 1
Table 20: Tab 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_tab.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_tab.AD_Org_ID numeric(10) Table Direct |
| User defined Window | ad_userdef_tab.AD_UserDef_Win_ID numeric(10) Table Direct | ||
| Tab | Tab within a Window | The Tab indicates a tab that displays within a window. | ad_userdef_tab.AD_Tab_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_tab.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_tab.Name character varying(60) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | ad_userdef_tab.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_tab.Help character varying(2000) Text |
| Process | Process or Report | The Process field identifies a unique Process or Report in the system. | ad_userdef_tab.AD_Process_ID numeric(10) Table Direct |
| High Volume | Use Search instead of Pick list | The High Volume Checkbox indicates if a search screen will display as opposed to a pick list for selecting records from this table. | ad_userdef_tab.IsHighVolume character(1) List |
| Single Row Layout | Default for toggle between Single- and Multi-Row (Grid) Layout | The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row. | ad_userdef_tab.IsSingleRow 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_tab.IsReadOnly character(1) List |
| Lookup Only Selection Columns | When defined to true Lookup panel will display only selection columns. Default to false. | ad_userdef_tab.IsLookupOnlySelection character(1) List | |
| Allow Advanced Lookup | ad_userdef_tab.IsAllowAdvancedLookup character(1) List | ||
| Delete Confirmation Logic | ad_userdef_tab.DeleteConfirmationLogic character varying(255) String | ||
| 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 := { | } |
| Read Only Logic | Logic to determine if field is read only (applies only when field is read-write) | format := {expression} [{logic} {expression}] expression := @{context}@{operand}{value} or @{context}@{operand}{value} logic := { | } |
| Sql WHERE | Fully qualified SQL WHERE clause | The Where Clause indicates the SQL WHERE clause to use for record selection. The WHERE clause is added to the query. Fully qualified means "tablename.columnname". | ad_userdef_tab.WhereClause character varying(2000) Text |
| Sql ORDER BY | Fully qualified ORDER BY clause | The ORDER BY Clause indicates the SQL ORDER BY clause to use for record selection | ad_userdef_tab.OrderByClause character varying(2000) String |
Tab: Field Customization
[Created: 05/09/2001 - Updated: 27/10/2024 ]
Description:
Help:
Tab Level: 2
Table 30: Field 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_field.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_field.AD_Org_ID numeric(10) Table Direct |
| User defined Tab | ad_userdef_field.AD_UserDef_Tab_ID numeric(10) Table Direct | ||
| Field | Field on a database table | The Field identifies a field on a database table. | ad_userdef_field.AD_Field_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_field.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_field.Name character varying(60) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | ad_userdef_field.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_field.Help character varying(2000) Text |
| Placeholder | ad_userdef_field.Placeholder character varying(255) String | ||
| 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_field.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_field.IsReadOnly 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 := { | } |
| Sequence | Method of ordering records; lowest number comes first | The Sequence indicates the order of records | ad_userdef_field.SeqNo numeric(10) Integer |
| Record Sort No | Determines in what order the records are displayed | The Record Sort No indicates the ascending sort sequence of the records. If the number is negative, the records are sorted descending. Example: A tab with C_DocType_ID (1), DocumentNo (-2) will be sorted ascending by document type and descending by document number (SQL: ORDER BY C_DocType, DocumentNo DESC) | ad_userdef_field.SortNo numeric(10) Integer |
| Show in Grid | ad_userdef_field.IsDisplayedGrid character(1) List | ||
| Grid Sequence No | ad_userdef_field.SeqNoGrid numeric(10) Integer | ||
| 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_field.DefaultValue character varying(2000) String |
| Field Group | Logical grouping of fields | The Field Group indicates the logical group that this field belongs to (History, Amounts, Quantities) | ad_userdef_field.AD_FieldGroup_ID numeric(10) Table Direct |
| X Position | Absolute X (horizontal) position in 1/72 of an inch | Absolute X (horizontal) position in 1/72 of an inch | ad_userdef_field.XPosition numeric(10) Integer |
| Column Span | Number of column for a box of field | ad_userdef_field.ColumnSpan numeric(10) Integer | |
| Number of Lines | Number of lines for a field | Number of lines for a field | ad_userdef_field.NumLines numeric(10) Integer |
| Label Style | Label CSS Style | ad_userdef_field.AD_LabelStyle_ID numeric(10) Table | |
| Field Style | Field CSS Style | ad_userdef_field.AD_FieldStyle_ID numeric(10) Table | |
| Reference Overwrite | System Reference - optional Overwrite | You can overwrite the Display Type, but only use this if you aware of the consequences. | ad_userdef_field.AD_Reference_ID numeric(10) Table |
| Toolbar Button | Show the button on the toolbar, the window, or both | The IsToolbarButton field indicates if this button is part of the toolbar's process button popup list, or render as field in window, or both. | ad_userdef_field.IsToolbarButton character(1) List |
| 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_field.AD_Reference_Value_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_field.AD_Val_Rule_ID numeric(10) Table Direct |
| Dashboard Content | ad_userdef_field.PA_DashboardContent_ID numeric(10) Table Direct | ||
| Dynamic Validation (Lookup) | Override Dynamic Validation Rule for Lookup Window | For some situations the dynamic validation rule for a Lookup window should be different from user data entry window. | ad_userdef_field.AD_Val_Rule_Lookup_ID numeric(10) Table |
| Updatable | Determines, if the field can be updated | The Updatable checkbox indicates if a field can be updated by the user. | ad_userdef_field.IsUpdateable character(1) List |
| Always Updatable | The column is always updateable, even if the record is not active or processed | If selected and if the window / tab is not read only, you can always update the column. This might be useful for comments, etc. | ad_userdef_field.IsAlwaysUpdateable character(1) List |
| Always Updatable Logic | Logic to determine if field is Updatable irrespective if record's active status or processed status. This logic Applicable only if Always Updatable is N. | format := {expression} [{logic} {expression}] expression := @{context}@{operand}{value} or @{context}@{operand}{value} logic := | &()context := any global or window context value := strings or numberslogic operators:= AND or OR with the previous result from left to right operand := eq{=}, gt{>}, le{<}, not{~^!} Examples: @AD_Table_ID@=14 |
| 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_field.IsMandatory character(1) List |
| Auto complete | Automatic completion for text fields | The autocompletion uses all existing values (from the same tenant and organization) of the field. | ad_userdef_field.IsAutocomplete character(1) List |
| Chart | ad_userdef_field.AD_Chart_ID numeric(10) Table Direct | ||
| HTML | Text has HTML tags | ad_userdef_field.IsHtml character(1) List | |
| Mandatory Logic | ad_userdef_field.MandatoryLogic character varying(2000) Text | ||
| Value Format | Format of the value; Can contain fixed format elements, Variables: "_lLoOaAcCa09", or ~regex | Validation elements:~regex - Validates a regular expression (Space) any character_Space (fixed character)lany Letter a..Z NO spaceLany Letter a..Z NO space converted to upper caseoany Letter a..Z or spaceOany Letter a..Z or space converted to upper caseaany Letters & Digits NO spaceAany Letters & Digits NO space converted to upper casecany Letters & Digits or spaceCany Letters & Digits or space converted to upper case0Digits 0..9 NO space9Digits 0..9 or spaceExample of format "(000)_000-0000" | ad_userdef_field.VFormat character varying(255) String |
| Read Only Logic | Logic to determine if field is read only (applies only when field is read-write) | format := {expression} [{logic} {expression}] expression := @{context}@{operand}{value} or @{context}@{operand}{value} logic := { | } |
| Display Length | Length of the display in characters | The display length is mainly for String fields. The length has no impact, if the data type of the field is - Integer, Number, Amount(length determined by the system) - YesNo(Checkbox) - List, Table, TableDir(length of combo boxes are determined by their content at runtime) | ad_userdef_field.DisplayLength numeric(10) Integer |
| Same Line | Displayed on same line as previous field | The Same Line checkbox indicates that the field will display on the same line as the previous field. | ad_userdef_field.IsSameLine character(1) List |