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Custom Made! Customisation and your System

Are you a Wiz at system customisation? Have you ever tried to create a new screen with an Array?

If you haven’t, today is the day. Have a look below and see what is possible.

Below is an overview of available possibilities with the User customisation tools and a sample of how to create a new screen/form in the system with an array (like what you see in the TIM record or on POS cost centres).

Note: If you are not comfortable with the below, we are more than happy to help, just contact us anytime.

Overview of possibilities

Customisation tools in the chris system will allow users to perform tasks such as:

  • • Re-naming a standard field Label on a standard form
    • Re-positioning a standard field, field Label, and field Translation on a standard form
    • Hiding a standard field on a standard form
    • Displaying a previously-hidden standard field on a standard form
    • Adding form graphics such as adding a box around fields or adding text on the form

Customisation of menu roles and workgroups will allow organisations to display all forms of the entire Master Role to the entire organisation, or to a selected few. Alternatively, a menu role can be limited to only those folders and/or forms that an individual need for the performance of a job.

Customisation of wizards will allow the creation of wizards and the addition or deletion of forms from an existing wizard; either standard or user-defined.

Attaching user-defined forms to a customisable menu role allows such things as ad hoc Report Designer reports, Web pages, intranet pages, or files to be readily accessible via a menu list.

Creating user-defined forms specifying the requirements, and then creating forms, fields, and File Tables. Once created, the form can then be attached to a menu list, access privileges granted, and tested.

All customisations should be attempted initially in a TEST environment, and then, if successful, implemented in the PRODUCTION environment. We are happy to guide anyone in this area.

We have provided an example of what can be achieved with Customisation

Building an Array on a new form/screen

Below is a screen/form that we have built for a client using customisation tools. It looks good and will stay in place during upgrades. This is just one sample of what could be done on your system.

To achieve this yourself, below are instructions on how to create this using customisation.

Step 1: Define the form name in SCN and table to store data

Step 2: Create a File on FIL – File Tables.

The parent is the file that holds the data in which we are trying to make the array from, in this case it is VCVDT – Vacancy Details Form.

Step3: In the Data Dictionary

DMA form add all the fields required for the form. Define what the parent key will be for the array and copy it from its current source and rename it but still have it validated the same way. Create the rest of the array fields.

Create the array entry on DMA – Data Dictionary form

The array type is generally two for a two-dimensional array. Array Element is the number of rows of data that may be stored, in this case we have seven.

Use Fields – FLD form to position fields for the array.

Note: There is translation data on this field to bring in the persons translated applicant number

There you have it – a nice way to introduce a new screen to your system. Many variations are possible with the same techniques.

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