Screen Customizer

Menu Path: System Administration $Images\bluerarw.gif$ Tools $Images\bluerarw.gif$ Customization $Images\bluerarw.gif$ Screen Customizer

Purpose

Make fields required.
Hide and disable fields.
Set up keyboard shortcuts for buttons.
Set default file types/extensions for import files.
View field information.

Overview

Use Screen Customizer to customize labels, disable fields, buttons, sections, and tabs that contain data that you do not want users to access, and hide fields and buttons you do not want users to view.

For grids, you can select whether each grid is cached (to improve performance). Cached grids cannot be sorted, filtered, grouped, graphed, or summarized.

For import programs, you can assign a default file type and file extension for the import file, so users do not need to change the file type or extension when importing.

You can make a field a required field if you want to require users to enter data in the field, and assign a keyboard shortcut to a button, so users can access it more quickly. You can also assign keyboard shortcuts by using the menu commands displayed when you click the File menu and select Customize $Images\bluerarw.gif$ My Keyboard Shortcuts.

Note The following keyboard shortcuts are reserved and cannot be used when creating a user-defined keyboard shortcut:

ALT->
ALT-<
ALT-A
ALT-B
ALT-C
ALT-D
ALT-E
ALT-F
ALT-G
ALT-H
ALT-I
ALT-J
ALT-K
ALT-L
ALT-M
ALT-N
ALT-O
ALT-P
ALT-Q
ALT-R
ALT-S
ALT-U
ALT-W
ALT-X
ALT-Z

If you attempt to set a user-defined keyboard shortcut to one of these reserved keyboard shortcuts, your new keyboard shortcut will be ignored and the system will revert back to the original setting for the keyboard shortcut. For more information, see Keyboard Shortcuts.

After a screen object is edited, you can copy the edited customization between users or user groups.

Note Some fields cannot be set as required fields if doing so conflicts with the business logic of the software. For example, you cannot use Screen Customizer to set the Customer PO field as a required field in Order Entry because this field is made a required field by selecting the Require PO Number check box in Customer Maintenance. Similarly, you cannot set the Primary Supplier Code field as a required field on the Buying tab in Product Maintenance because that field is made a required field by selecting the Drop Ship Allowed check box on the Warehouse tab in Product Maintenance.

You can also view information for fields and buttons in the software, such as the name, label, and object type.

Making Fields Required

To make fields required:

Select whether the settings apply to the entire system, a specific user group, or a specific user.
Enter the screen name for which you want to set up required fields in the Screen Name field. To determine the screen name in a specific window, click the Help button in the window, and select Screen Info.
Click the Update button in the ribbon.
In the grid, select a field you want to make required.
Select the Required Field radio button.
Repeat steps 4 to 5 for all fields you want to make required.
Click the OK button in the ribbon to save the changes. The required fields are now set up and will appear in a red font.

Hiding and Disabling Fields, Grids, Buttons, Sections, and Tabs

To hide and/or disable fields, grids, buttons, sections, or tabs in a window:

Select whether the settings apply to the entire system, a specific user group, or a specific user.
Enter the screen name for which you want to hide and/or disable fields, grids, buttons, sections or tabs in the Screen Name field. To determine the screen name in a specific window, click the Help button in the window, and select Screen Info.
Click the Update button in the ribbon.
In the grid, select a field, grid, button, section, or tab you want to hide or disable.
If you want to disable the item you selected in step 4 so it is visible, but cannot be used, select the Always Disabled radio button. If you want to hide the item you selected in step 4 so it is not visible, select the Always Hidden radio button.
Repeat steps 4 to 5 for all fields, grids, buttons, sections, or tabs for which you want to edit attributes.
Click the OK button in the ribbon to save the changes.

Setting Up Keyboard Shortcuts

To set up keyboard shortcuts:

Select whether the settings apply to the entire system, a specific user group, or a specific user.
Enter the screen name for which you set up keyboard shortcuts in the Screen Name field. To determine the screen name in a specific window, click the Help button in the window, and select Screen Info.
Click the Update button in the ribbon.
In the grid, select a button or grid for which you want to create a keyboard shortcut.
Select the appropriate check box to indicate whether the button or grid is triggered by the Ctrl and/or Alt keys, then type the character to be used in conjunction with those keys in the Key field.
Repeat steps 4 to 5 for all buttons or grids for which you want to set up keyboard shortcuts.
Click the OK button in the ribbon to save the changes.

Note Keyboard shortcuts for a grid are equivalent to double-clicking the grid.

Setting Up Default File Types for Import Files

To set up the default file type/extension for an import:

Select whether the settings apply to the entire system, a specific user group, or a specific user.
Enter the screen name for which you want to set up the default import file type in the Screen Name field. To determine the screen name in a specific window, click the Help button in the window, and select Screen Info.

Example For Product Import, enter prodimp-win.

Click the Update button in the ribbon.
In the grid, select a field used to specify an import file.
Click the Lookup button for the Default File Type field, and select the default import file type.
Click the Lookup button for the Extensions field, and select the default import file extension.
Click the OK button in the ribbon to save the changes.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Screen Customizer window.
Update	Click this button to update settings for the selected screen. This button is only available if the Main tab is displayed.
Delete	Click this button to delete customizations for the selected screen. This button is only available if the Main tab is displayed.
Copy	Click this button to display Copy Screen Customization, which allows you to copy customizations to the entire system, user groups, or users. This button is only available if the Main tab is displayed.
Show Data	Click this button to display screens that have been edited on the Inquiry tab. This button is only available if the Inquiry tab is displayed.
OK	Click this button to accept an action. This button is only available after you click the Update or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the Update or Delete button in the ribbon.
Select All	Click this button to select the check box in the Selected column in the Screen Objects grid. This button is only available after you click the Delete button in the ribbon.
Deselect All	Click this button to clear the check box in the Selected column in the Screen Objects grid. This button is only available after you click the Delete button in the ribbon.

Fields and Buttons

Field or Button	Description
Customize For	Select the scope for the field changes you want to make or view. You can change fields for the entire system, a user group, or a single user. For information on setting up user groups or users, see User Group Maintenance or User Profile Maintenance.
All Groups/All Users	Select this check box to edit or view customizations for all user groups or all users. This check box is only available if you select the Group or User radio button.
Group ID/User ID	Enter a user group or user for which to edit fields, or click the Lookup button to select a user group or user. This field is only available if the All Users check box is cleared.

Main Tab Fields and Buttons

Field or Button	Description
Module ID	Click the Lookup button to select a module ID for which you want to customize a screen.
Menu Group 1	Click the Lookup button to select a menu for which you want to customize a screen. This allows you to select only a subset of the screens in a specific module. This field is cleared if you select a module that the selected menu is not in.
Screen Name	Enter the screen name you want to customize, or click the Lookup button to select a screen name. To determine the screen name in a specific window, click the Help button in the window, and select Screen Info. Example The screen name for Inventory Matrix Inquiry is icmatinv-win.
Screen Label	This field displays the label for the selected screen name (if applicable).
Clear	Click this button to clear the Module ID, Menu Group 1, Screen Name, and Screen Label fields.
Display Only Customizations	Select this check box to only display screen objects that have previously been customized in the Screen Objects grid. This check box is cleared by default. If you click the Delete button in the ribbon, this check box is automatically selected, and disabled.
Display Grid Columns	Select this check box to display columns of grids for the selected screen name in the Screen Objects grid. This check box is cleared by default.
Screen Objects	This grid displays screen objects (fields, grids, etc.) for the selected screen name, and indicates whether each screen object has been updated or changed. Select a field in this grid to specify whether it is a required field, and to assign a keyboard shortcut to it. Note This grid also displays grid columns if you select the Display Grid Columns check box.
Screen Object Name	This field displays the name for the selected screen object in the Screen Objects grid.
Screen Object Label	This field displays the label for the selected screen object in the Screen Objects grid.
Screen Object Type	This field displays the object type for the selected screen object in the Screen Objects grid, such as FILL-IN or COMBO-BOX.
Label	Enter a custom label for the screen object, or click the Lookup button to select an existing label. This label will display in the window for the selected screen name. You can also click the button at the far right of these fields to display Label Maintenance, which allows you to maintain labels. Note Labels set up for users override labels set up for groups. You can also assign custom labels in each window by using the menu commands displayed when you click the File menu and select Customize $Images\bluerarw.gif$ Custom Labels. For more information, see Defining Custom Labels.
Attributes	Select attributes for the screen object. Depending on the screen object selected, the following options may be available: None - The screen object has no special attributes. Required Field - Data must be entered in the field. Always Disabled - The screen object is visible but always disabled. Always Hidden - The screen object is not visible.
Grid Caching	Select one of the following options for caching data in the selected grid: Apprise Default - Cache data in the grid only if the grid is cached by default for Apprise. Some grids are cached by default to improve performance, but most grids are not cached. Grid Cached - Cache data in the grid to improve performance. If this option is selected, the grid cannot be sorted, filtered, grouped, graphed, or summarized. Grid Not Cached - Do not cache data in the grid. This radio set is only available if a grid is selected.
Ctrl	Select this check box to use the Ctrl key in a keyboard shortcut for a selected button or grid.
Alt	Select this check box to use the Alt key in a keyboard shortcut for a selected button or grid.
Key	Enter the key on the keyboard you want to use for a keyboard shortcut for a selected button or grid.
Default File Type	Click the Lookup button to select the default file type for an import file. This field is only enabled if you select an import file name field for an import program.
Extensions	Click the Lookup button to select the default file extension for an import file. This field is only enabled if you select an import file name field for an import program.

Inquiry Tab Fields and Buttons

Note This tab is disabled if you are customizing a screen or deleting customizations.

Field or Button	Description
Customized Screens	This grid displays customized screens based on the selected scope (system, user groups, or users) after you click the Show Data button in the ribbon. Double-click a screen to display it on the Main tab.