The document outlines a procedure for setting up personalized selection and actions for a receipt matching system, utilizing conditions and triggers based on user responsibilities. It emphasizes simplifying setup by assigning user groups to responsibilities to reduce repetitive configuration. Specific actions for different trigger events are further detailed to enhance functionality.

1. Select All Lines Using Personalization
Purpose : Select All Record From Tools Menu On Find Receipts For Matching Form

2. Under Conditions tab > Trigger Event = WHEN-NEW-RECORD-INSTANCE
Target Object = RECEIPT_MATCH
Condition = (${item.receipt_match.net_received_dsp.value}-${item.receipt_match.billed_dsp.value})=0
6. Set the Context level to User and Value to
--Note: to simplify setup required, you can choose to set the condition context to responsibility.
This would allow you to assign a group of users to a responsibility, then the setup above would
only need completed once at the responsibility level. Otherwise this setup step would be required
for each user.
7. Click to Actions tab and define following actions -

3. Seq. Type Language Builtin Type Argument
10 Builtin All DO_KEY CLEAR_RECORD
8.Save the changes.
Add New Line

4. 5. Under Conditions tab > Trigger Event = WHEN-NEW-FORM-INSTANCE
6. Set the Context level to User and Value to
--Note: to simplify setup required, you can choose to set the condition context to responsibility.
This would allow you to assign a group of users to a responsibility, then the setup above would
only need completed once at the responsibility level. Otherwise this setup step would be required
for each user.
7. Click to Actions tab and define following actions -
Seq. Type Language Menu Entry Menu Label
10 Menu All MENU1:Select All Select All
Seq. Type Language Object Type Target Object Property Name Value
11 Property All Global Variable CHECK Value 0
Seq. Type Language Menu Entry Menu Label
12 Menu All MENU2:Free Record Free Record
8.Save the changes.

5. Add New Line
5. Under Conditions tab > Trigger Event = WHEN-NEW-RECORD-INSTANCE
Trigger Object = RECEIPT_MATCH
Condition = (${item.receipt_match.net_received_dsp.value}-${item.receipt_match.billed_dsp.value})<>0 and
1=:global.check
6. Set the Context level to User and Value to
--Note: to simplify setup required, you can choose to set the condition context to responsibility.
This would allow you to assign a group of users to a responsibility, then the setup above would
only need completed once at the responsibility level. Otherwise this setup step would be required
for each user.
7. Click to Actions tab and define following actions -

6. Seq. Type Language Object Type Target Object Property Name Value
10 Property All Item RECEIPT_MATCH.SELECTION_CHECKBOX Value Y
Seq. Type Language Builtin Type Argument
20 Builtin All GO_ITEM RECEIPT_MATCH.SELECTION_CHECKBOX
30 Builtin All EXECUTE_TRIGGER WHEN-CHECKBOX-CHANGED
40 Builtin All DO_KEY NEXT_RECORD
8.Save the changes.

7. Add New Line
9. Under Conditions tab > Trigger Event = MENU1
10. Set the Context level to User and Value to
--Note: to simplify setup required, you can choose to set the condition context to responsibility.
This would allow you to assign a group of users to a responsibility, then the setup above would
only need completed once at the responsibility level. Otherwise this setup step would be required
for each user.
11. Click to Actions tab and define following actions -

8. Seq. Type Language Object Type Target Object Property
Name
Value
10 Property All Global Variable CHECK Value 1
11 Property All Item RECEIPT_MATCH.SELECTION_CHECKBOX VALUE Y
Seq. Type Language Builtin Type Argument
20 Builtin All GO_ITEM RECEIPT_MATCH.SELECTION_CHECKBOX
30 Builtin All EXECUTE_TRIGGER WHEN-CHECKBOX-CHANGED

9. Add New Line
9. Under Conditions tab > Trigger Event = MENU2
10. Set the Context level to User and Value to
--Note: to simplify setup required, you can choose to set the condition context to responsibility.
This would allow you to assign a group of users to a responsibility, then the setup above would
only need completed once at the responsibility level. Otherwise this setup step would be required
for each user.
11. Click to Actions tab and define following actions -

10. Seq. Type Language Object Type Target Object Property Name Value
10 Property All Global Variable CHECK Value 0
Done ‫هلل‬ ‫الحمد‬