Certain characteristics in the software objects are modifiable using the setup. These characteristics, stored in the objects table, are never updated when changing the version or when installing a patch (they remain unchanged in the case of version evolution).

The object personalization function is used to define these characteristics, which are essentially those linked to the selection windows and the left lists, as well as the presence of the associated functions (print, list, statistics) and the automatic links for the link explorer.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

The modification of the object characteristics is carried out by entering the following information in 2 tabs.

Tab Selection

In this first tab it is necessary to define:

  • the order to follow to go through the data in the left list and the selection windows.
  • the information displayed in these selections (it is possible to have up to 15 columns in the left lists and selections).
  • functions available from the menu File.

The data displayed in the left list are fields coming from the object main table or a linked table, or even from expressions using fields coming form these tables.

When the GED connector is activated, in this tab is also defined a formula used to calculate the search URL of the documents linked to the object.

Tab Browser

In this tab it is necessary to define the size of the left lists and the presence of additional left lists in the object:

  • the list of the last records read (displaying the last records accessed by the user, much like an Office software making it possible to view the last accessed documents).
  • the link explorer, which is a pane making it possible to access other records linked to the current record through parameterizable hyperlinks.

The following grid is used, when the link explorer is present, to define how to create automatically links between a current record (upon creation and/or modified) and other records. These automatic links are created in the link group defined by the LIAISAUTO setup, which can be different from the group link that the user sees (defined by the GRPLIAISON setup).

Comments

Mandatory fields in the quick select list

It is important (in order to avoid execution errors in object management) that all the fields that make up the key used to move through the left list are defined in it.

Reports launched from the objects

The report codes defined in the object management are the internal codes associated by default with a report of the same code, but this assignment is modifiable using a re-direction table. This table, accessible using the Print codes function, is used to associate an internal code with the code of another report or several reports as a function of the language used by the operator. In the case when several reports are given, a choice will be possible on execution. The Default values function is used to define, in the form of calculated expressions coming from the object context, the default values for the report launch setups.

Default values

Another function is used to personalize the objects by authorizing:

  • the definition of default values upon record creation.
  • the application of filters by default.

But this function, called Navigation, is a development function. It is thus more difficult to use and makes it necessary to take specific precautions for the result to be kept as is upon version change.

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