Field Designer

Field Designer
Field Designer is used to Design and Configure various fields on Document, Master and Reports as per the requirement and role or permission given to the user. This allows user to partially configure fields as Disable, Invisible, Mandatory, Rename, Unique and with Default Value.Field Designer master has two main tabs Field Configuration and Field Designer

  • Field Configuration tab:This tab is used to configure the Fields and Name which is already present or inbuilt in the Document and Master.
  • Field Designer tab: This tab is used to remove and re-add (removed field) the grid fields in the Documents, Masters and Reports.

Steps to Design Fields using Field Designer

  1. On the Tools menu, in Designer Group, click the Field Designer. The Field Designer window opens as a tab in the workspace.
  2. On left hand side of the workspace i.e. on the Companies frame, click on Company name.
  3. Once the Company name is clicked, the Company Code, Company Name and Description gets automatically populated inside the Field Designer tab.
  1. The workspace is divided into two parts. The Left side is the Companies frame and the Right side is the Company Details frame.

 

Field Configuration Tab

The Field Configuration tab is used to configure the Fields and Name which is already present or inbuilt in the Document and Master.

Open the particular master or document on the workspace and hover the mouse over that particular field for which you want to change the configuration. You will see a tooltips on that particular field.

NOTE: The tooltip will appear only if Tool Tip Option is configured in User master.

NOTE: The configuration of the field can be changed to Rename, Unique, Invisible, Mandatory, etc.

  1. Now on the workspace, click on the Field Designer master which is opened as a tab in the workspace.
  2. On the Field Configuration tab, click on the ‘Click here to add a new row (F8)’ to add a new row for the field configuration.

The user has to simply fill the details one by one as below:

  • Role: Here the user needs to click on Search icon and select the Role of the user.
  • User: Here the user needs to click on Search icon and select the User.
  • Object Type: Here the user needs to Select Object Type i.e. Document or Master name e.g. Sale Order, Customer master, etc.
  • Menu: This field gets populated automatically on selecting the Object Type.
  • Table Name: Here the user needs to enter the value of the tooltip which appears on the field of the document or master which they want to configure.
  • Column Name: Here the user needs to enter the same value you have entered on the Table Name column.
  • Configuration Type: Here the user needs to select any of the configuration type from the dropdown list.
  • Validation Message:

NOTE:If the Configuration Type is Mandatory enter the Validation Message. This message will be seen at the time of saving the document or master.

  • Value:

NOTE: If the Configuration Type is Default Value enter the value. This value will get automatically populated on that particular field on opening the document or master.

 Example to Configure Fields as ‘Invisible’

Let’s start configuring the Branch master’s, on Configuration tab, Website field as Invisible.

Steps to make text field, text area, etc. as ‘Invisible’

  1. On the Admin menu, on the Company group, click the Branches master. The Branch master opens as a tab in the workspace.
  2. On the Communication tab, on the Address Details column, you can see the last field as Website.
  3. On the Website field, hover the mouse on the textfield of the Website. A tool tip Branch.Object.Website appears.
  4. Open the Field Designer, on the Field Configuration tab, select the company and select the row.

Simply fill the details one by one as below:

  • Role: Here you need to click on Search icon and select the Role.
  • User: Here you need to click on Search icon and select the User.
  • Object Type: Here you need to click on Search icon and select Object Type as Branch.
  • Menu: This field gets populated automatically as Branches.
  • Table Name: Here you need to enter the second name i.e. Object which appeared as a tooltipon step 3 as ‘Branch.Object.Website’.
  • Column Name: Here you need to enter thelastname present on the tooltip ‘Branch.Object.Website’ after the dot i.e. Website in this case.
  • Configuration Type: Here you need to select the configuration type as Invisible.
  1. Press Ctrl S or click the Save button on the Quick Access Toolbar to save the Field Designer.
  2. Click Yes button for the message ‘Are you sure you want to Save.’
  3. Click OK button for the message ‘Field Designer: ‘(YourCompany Name)’ has been saved successfully’.

NOTE: Log off from the application and log in again to see the effect of the Field Configuration. Open the particular document or master to see the changes.

 
Example to Configure Label name as ‘Invisible’

Let’s start configuring the Branch master’s, on Configuration tab, first label i.e. Print Address as Invisible.
 
Steps to make Label Name as ‘Invisible’

  1. On the Admin menu, on the Company group, click the Branches master. The Branch master opens as a tab in the workspace.
  2. On the Communication tab, on the Address Details column, you can see the first field as Print Address.
  3. Open the Field Designer, on the Field Configuration tab, select the company and select the row.

Simply fill the details one by one as below:

  • Role: Here you need to click on Search icon and select the Role.
  • User: Here you need to click on Search icon and select the User.
  • Object Type: Here you need to click on Search icon and select Object Type as Branch.
  • Menu: This field gets populated automatically as Branches.
  • Table Name: Here you need to enter the name of the label i.e. Print Address.
  • Column Name: Here you need to enter the name of the label i.e. Print Address.
  • Configuration Type: Here you need to select the configuration type as Invisible.
  1. PressCtrl S or click the Save button on the Quick Access Toolbar to save the Field Designer.
  2. Click Yes button for the message ‘Are you sure you want to Save.’
  3. Click OK button for the message ‘Field Designer: ‘(YourCompany Name)’ has been saved successfully’

NOTE: Log off from the application and log in again to see the effect of the Field Configuration. Open the particular document or master to see the changes.

Example to Configure Fields as Mandatory’

Let’s start configuring the Branch master’s, Additional Details column, last field i.e. State as Mandatory.
Steps to make text field, text area, etc. as ‘Mandatory’

  1. On the Admin menu, on the Company group, click the Branches master. The Branch master opens as a tab in the workspace.
  2. On the Header, on the Additional Details column, you can see the last field as State.
  3. On the State field, hover the mouse on the text field of the State. A tool tip Branch.Object.TaxReportGroupID appears.
  4. Open the Field Designer, on the Field Configuration tab, select the company and select the row.

Simply fill the details one by one as below:

  • Role: Here you need to click on Search icon and select the Role.
  • User: Here you need to click on Search icon and select the User.
  • Object Type: Here you need to click on Search icon and select Object Type as Branch.
  • Menu: This field gets populated automatically as Branches.
  • Table Name: Here you need to enter the second name i.e. Object which appeared as a tooltipon step 3 as ‘Branch.Object.TaxReportGroupID’.
  • Column Name: Here you need to enter the lastname present on the tooltip ‘Branch.Object.TaxReportGroupID’ after the dot i.e. TaxReportGroupID in this case.
  • Configuration Type: Here you need to select the configuration type as Mandatory.
  • Validation Message: Here you need to enter your Validation message e.g. ‘Do no Leave the field blank.’ Message. This message will be seen when you are saving the document or master.

NOTE: The message will be seen when the user saves the document or master without entering or selecting the value for the field, since we have made it as a Mandatory i.e. Compulsory field.

  1. Press Ctrl S or click the Save button on the Quick Access Toolbar to save the Field Designer.
  2. Click Yes button for the message ‘Are you sure you want to Save.’
  3. Click OK button for the message ‘Field Designer: ‘(YourCompany Name)’ has been saved successfully’.

NOTE: Log off from the application and log in again to see the effect of the Field Configuration. Open the particular document or master to see the changes.

 

 

Field Designer Tab

The Field Designer tab is used to remove or re-add the grid field from the Master, Document or Report. This tab contains 4 main frames i.e. All Column, Masters, Transactions and Reports.

  • All Columns frame: to remove the Same grid field from Master, Transaction and Report.
  • Masters frame: to remove the grid field from Master only.
  • Transactions frame: to remove the grid field from Transaction only.
  • Reports frame: to remove the grid field from Report only.

 

Steps to Remove Grid Field

Let’s start removing or re-adding (removed field) grid field from the Sale Invoice Document’s, on Item Details tab, i.e. Cancel Qty grid or column.

 

  1. On the Tools menu, in DesignerGroup, click the Field Designer. The Field Designer window opens as a tab in the workspace.
  2. On left hand side of the workspace i.e. on the Companies frame, click on Company name.
  3. Click on the Field Designer tab.
  4. By default Company Code, Company Name and Description get automatically populated.
  5. The workspace is divided into two parts. The Left side is the Companies frame and the Right side is the Company Details frame.

Details to be entered on the Transaction frame:

  • Role: Here the user needs to click on Search icon and select the Role.
  • User: Here the user needs to click on Search icon and select the User.
  • Object Type: Here the user needs to select the Transaction name e.g. Sale Invoice.
  • Menu: Here the user needs to click on search icon and select the menu name of the transaction i.e. Sale Invoice.
  • Column Name: Here the user needs to enterthe grid orcolumn name e.g. Cancel Qty.
  1. Press Ctrl S or click the Save button on the Quick Access Toolbar to save the Field Designer.
  2. Click Yes button for the message ‘Are you sure you want to Save.’
  3. Click OK button for the message Field Designer: ‘xxx’ has been saved successfully’.

 

NOTE: Log off from the application and log in again to see the effect of the Field Designer. Open the particular document or master or report (if following the above example Sale Invoice) to see the changes.

NOTE: The user has to follow the above step in the ‘All Column or Masters or Reports frame’ to remove the grid or column field.