Customizing the User Interface

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SA05|Customizing the User Interface

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User Interface Management Tools
Conditional Formatting
User Defined Fields
Agenda

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User Interface Management Tools
Overview
Forms Manager
Tabs Manager
Menu Manager
User Interface Management Tools

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Customize numerous aspects of the UI
System Admin use only
Tools  System
User Interface Management Tools Overview

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Primary tool for direct UI tailoring
Applied to entire database (not RC
specific)
Forms Manager

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Main features:
• Hide fields within each module
• Designate fields for required entry
• Modify field labels
• Duplicate Work Order check
Forms Manager (cont’d)

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Interactive Example 1
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• SA05 – Using the Forms Manager

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Customize tabs available within each
module
Clone and edit existing Tab Groups
Tabs Manager

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Main features:
• Change label on Tabs
• Disable or remove Tabs
• Reorder Tab sequence
Tabs Manager (cont’d)

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Customize Module Chooser
Multiple versions can be maintained
Menu Manager

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Image modified and HTML code created
Menu Manager (cont’d)

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Conditional Formatting Overview
Format Criteria
Format Style
Conditional Formatting

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Customize appearance of records in
List view
Style Editor defines font, color, etc.
Three Repair Center and three
personal Preference options
Conditional Formatting Overview

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Defined through Preferences for
specific Modules
Both Format Criteria and Format Style
must be defined
Conditional Formatting Overview (cont’d)

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Examples of use cases:
• Overdue Work Orders
• Work Orders that have not been printed
• Inventory Items below reorder point
• Open Purchase Orders past follow-up
date
• Inactive Labor Records
Conditional Formatting Overview (cont’d)

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Criteria Dialog from Format Criteria
used to create pre-stored SQL
Format Criteria

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CSS Editing Tool available to format
style
Customizable features:
• Content and Text
• Background
• Border and Outline
• Box Shadow
Format Style

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Records will change for specified
Repair Center dependent on Style
selected:
Format Style (cont’d)

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Interactive Example 2
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• SA05 – Conditional Formatting for Inactive
Labor Records

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User Defined Fields Overview
Editing User Defined Fields
Adding Lookup Tables
Smart Transfer
User Defined Fields

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Available in core modules to track
unique information
Number of fields available
determined by Module:
• Text fields
• Date fields
• Checkboxes (indicators)
User Defined Fields Overview

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User Defined Field features:
• Modify help instructions
• Change field label
• Connect Lookup Table
• Smart Transfer
• Enhanced Reporting
User Defined Fields Overview (cont’d)

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Click on field label to open popup
dialog
Edit button refreshes dialog to outline
User Defined Field
Editing User Defined Fields

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Remove current field label and
replace
Editing User Defined Fields (cont’d)

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Modify help instructions using text
box available
Editing User Defined Fields (cont’d)

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Lookup tables edited from dropdown
Creates consistency for Reporting
Adding Lookup Tables

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Transfer data to associated modules
Map to matching field suggested
Smart Transfer

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Interactive Example 3
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• SA05 – Editing and Adding Lookups to a
UDF