How to modify the selections query facet for a standard data table

See also:

• How to Naming. This document defines the naming conventions to use while performing standard or specific developments to avoid naming conflicts.
• How to add columns to a standard Query facet.
• How to filter rows in a standard Query facet.

This ‘How-to’ provides information on how to modify a standard Query facet.

The following development processes demonstrate how to use a standard Query facet as the basis for an enhanced Query facet (which could include additional columns or a filter on the rows) when the modification is to be applied to:

• Multiple properties.
• One or two properties.
• All properties throughout the product which use the standard data type.

Example 1 – Used when applying the modification to multiple properties

1. Add a new data type.

   Locate a data type that matches the data type needed for the property in which the query facet is to be altered.

   Copy the metadata for the existing data type to a new data type by typing a new data type code (field Type code) and confirming the duplication.

   Change the title (field Title) of the new data type.

   Change the default representation to the appropriate representation code (see step 4 below).

2. Add the new data type to the data table definition.

   After creating a data type for your entity, you should assign the new data type to the appropriate property in the data table.

   In the Columns tab, locate the Column (Property) and change the field Type.

3. Add the new data type to the data class definition.

   After adding the new data type for your entity to the data table, you should assign the data type to the appropriate property in the data class.

   In the Properties tab > Properties block, locate the Property and change the field Type.

4. Create the representation class definition.

   Locate the representation class definition that matches the Query facet that is to be altered.

   Copy the metadata for the existing representation class to a new representation class by typing a new representation code (field Representation code) and confirming the duplication. Remember to follow the naming conventions.

   Change the title (field Title) of the new representation code.

Example 2 – Used when applying the modification to one or two properties

1. Use the standard data type but call the ‘new’ Representation (see example 1, step 4 above) directly from the property’s selection link.

   In the Links tab > Filter block:

            Select Anchor type = Property.

            Select the Display of generated links check box.

            This lists all the automatically generated property hyperlinks in the representation.

            Locate the row that contains the anchor for the property and Code = ALOOKUP.

            Deactivate the link by setting the option in the Active link field to No.

            Clear the Display of generated links check box.

            This lists all the hyperlinks in the representation that have been added manually.

  2.  Enter a replacement link as follows – the generated link (above) cannot be changed:

      Note: All values remain the same as the deactivated link except for those marked with an asterisk (‘*’) below.

• Anchor: [DISPLAYED PROPERTY]
• * Code: [Unique – user defined] (for example, LOOKUP)
• Active link: Select Yes
• Description: [Description – user defined]
• Type: Select Representation
• * Representation: [REPRESENTATION CODE] (your ‘new’ Representation code)
• Action: Select Selection
• Order: [position] (for example, 400)
• Attribute: Select Lookup
• Select the Detail, Query, Edit, Lookup, and Summary check boxes (the facets you want the link to appear on)

      Save your representation class.

  3.  Perform a global validation on the representation class.

      You must perform a global validation on your representation class before it can be used in Sage X3.

      A global validation will validate:

• The associated data class.
• Any child classes of the associated data class.
• The representation class.

       Click Options > Global validation on the right panel of the representation class to perform a global validation.

Example 3 – Used when applying the modification to all properties

Change the standard representation class directly but protect all changes with a valid activity code.