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USER CONFERENCE 2013
CONFIGURABLES
May 22th 2013
MARTIN LINDSTRAND, BUSINESS CONSULTANT
[email protected]
© 2009 IFS
CONFIGURABLES – CREATING POSSIBILITIES
AGENDA
Custom Fields & Custom Events
Persistent & Read Only
Information Cards
Basics
Architecture
Conditional formatting
Custom Menus
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© 2012 IFS
CUSTOM FIELDS & EVENTS
© 2012 IFS
CUSTOM FIELD USING REFERENCE
READ ONLY
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© 2009 IFS
CUSTOM FIELDS USING EXPRESSION
READ ONLY - ADD NEW FIELD DISCOUNT AND USE IT ON A CO
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© 2009 IFS
CUSTOM FIELDS USING SELECT
READ ONLY
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© 2009 IFS
CUSTOM FIELDS
HIDE/REMOVE FIELD.
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© 2009 IFS
CUSTOM FIELDS VS INFORMATION CARDS
A DISTINCTION
CUSTOM FIELDS
Support business process needs
INFORMATION CARDS
Improved usability with user configuration
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© 2012 IFS
CUSTOM FIELDS & CUSTOM EVENTS
PREVENT THE USER FROM DOING WRONG…
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© 2012 IFS
CUSTOM FIELDS & CUSTOM EVENTS
PREVENT THE USER FROM DOING WRONG…
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© 2012 IFS
CUSTOM FIELDS BASICS
© 2012 IFS
CUSTOM FIELDS
CONFIGURATION FIELD POSSIBILITIES
PERSISTENT
Change and store values
String, Number, Date
Enumeration (Custom Enumeration and any
existing Enumeration)
READ ONLY
Reference (easier)
Expression (faster)
Select (more flexible)
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© 2012 IFS
ARCHITECTURE
© 2009 IFS
CUSTOM FIELDS
ARCHITECTURE
DOES NOT AFFECT CORE
Custom Fields are stored in “shadow LUs”
IFS Client
Logical Unit X
Master LU objects
Package X_API
Table
X_TAB
Custom Fields LU objects
Package X_CFP
View X
Rowkey
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© 2012 IFS
Table
X_CFT
View X_CFV
CUSTOM FIELDS
INTERACTION WITH OTHER CONCEPTS/FEATURES
Custom Menu
Custom Events (some limitations)
Custom Field Columns in existing “List Of Values”
dialogs
Search Dialog and Saved Searches
Conditional Formatting
Output
Quick Reports
IFS Reporting (SP1)
NOTE!!! No business logic apart from Custom Events can interact with
Custom Fields
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© 2012 IFS
SECURITY
© 2009 IFS
CUSTOM FIELDS
SECURITY
Granted as any other IFS object
One Presentation Object per Custom Fields LU
Don’t add sensitive columns as Custom Fields (Social security number, credit
card numbers, salary etc.)
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© 2009 IFS
IMPORT/EXPORT
© 2009 IFS
CUSTOM FIELDS
IMPORT/EXPORT
Import/Export functionality included
Create Custom Fields in your Test environment
Export to file
Import in your Production environment
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© 2009 IFS
CUSTOM MENU
© 2012 IFS
CUSTOM MENU
SETUP SHORTCUTS TO REPORTS
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© 2009 IFS
CUSTOM MENU
ACTION TYPES & ENABLE IN FORM
Open Forms
Open Quick Reports
Open other application, documents, web pages
Open connected documents
Open stored procedures
Open PL/SQL scripts
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© 2009 IFS

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