Modifying the Selections (Query Facet) for a Standard Data Table

This document provides information on how to modify a standard Query facet.

The processes described below 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 modifications have to be applied to:

Modifying more than two properties

  1. Locate a data type matching the one you need for the property whose query facet you need to change.
  2. Copy its metadata to a new data type by entering a new code in the Type code field, and confirming the duplication.
  3. Change the title of the new data type in the Description field.
  4. Change the default representation to the appropriate representation code.
  5. Locate the appropriate column (property) in the Columns tab, and update the Type field to add the new data type.
  6. In the data class definition, go to the Properties block of the Properties tab.
    Locate the property and update the Type field to add the new data type.
  7. Locate the representation class definition that matches the Query facet you want to change.
    Copy its metadata to a new representation class by entering a new code in the Representation code field, and confirm the duplication.
    Make sure you follow the naming conventions.
  8. Change the title of the new representation class in the Description field.

Modifying one or two properties

The process is similar to the previous one, with only a few differences:


  1. Call the new representation directly from the property’s selection link:

    1. In the Filter block of the Links tab, set the Anchor type field to "Property".

    2. Select the Display of generated links check box.

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

    3. In the Links block, locate the row that contains the anchor for the property, and where the Code field has value "ALOOKUP".

      Deactivate the link by setting Active link to "No".

    4. Back in the Filter block, clear the Display of generated links check box.

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

  2. Enter a replacement link (the link generated 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 before it can be used in Sage X3.

    Note: A global validation validates:
    • The associated data class.
    • Any child classes of the associated data class.
    • The representation class.

    Click Options > Global validation on the right-hand panel of the representation class.


    4. Modifying all properties

    To modify all properties, change the standard representation class directly.

    Caution: Make sure you protect all changes with a valid activity code.