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Custom Form Design

You use this program to design and maintain the custom forms you require within SYSPRO.

A list of the available form types are provided, along with the custom table associated with the form in the SQL Server database.

You need to select the form type hyperlink to display the associated custom form design window in the Custom Forms Entry program from where you can add your custom form fields.

Toolbar and menu

Field Description
Convert  
Convert Standard Form Data

Converts standard custom form data to the '+' tables format used in SYSPRO 7.

The program checks on a per table basis whether the tables and data were converted.

All standard custom form data is converted (i.e. individual form types cannot be selected for conversion).

Each individual custom form type is converted to the '+' tables format inside a separate transaction. Thus, if only 3 out of 10 tables are converted, the conversion process can be resumed on table #4.

Custom form '+' tables exist only in SQL.

Convert Selected Third Party Data Converts the data for the currently highlighted third party custom form type.

This is only enabled for a third party custom form type row which has not yet been converted.

Convert All Third Party Data

Converts the data for all third party custom form types not yet converted.

This is only enabled when at least one third party custom form type row exists that has not yet been converted.
Report Writer

These options enable you to add custom form table information to the Report Writer Data Dictionary. Once added, you can create reports based on these tables using the Create Report program.

These options are disabled when custom forms have not been migrated to the new format (i.e. the IMPCFM= entry in the IMPACT.INI file is not Table+).

In the new format, custom form data is stored in separate tables for each custom form type with a + suffix (e.g. ArCustomer+).

Custom form + tables exist only in SQL.

Create All Tables read-only Creates all + tables as read only tables in the Report Writer Data Dictionary. When disabled, the + tables as created as read/write tables.
Define for All Tables Inserts all custom form + tables that contain at least one field into the Report Writer Data Dictionary.
Define for List of Tables Use the Custom Form Tables in Report Writer program to insert a list of + tables into the Report Writer Data Dictionary.
Delete for All Tables Removes all custom form + tables from the Report Writer Data Dictionary.
Delete for List of Tables Use the Custom Form Tables in Report Writer program to remove all custom form + tables from the Report Writer Data Dictionary assigned for deletion in the list.

Available Custom Form Types

This displays the currently available standard and third party custom form types.

Column Description
Description

Indicates the custom form type.

Select this field to use the Custom Forms Entry program to design a custom form for the selected form type.

You can only design custom forms if you have access to the operator security activity: Custom form design and you belong to an Operator Group with access to the Custom Forms Entry program.

Form types appears in the footer of this listview column, indicating the total of the number of rows on the listview.

From source Indicates whether the listview is grouped by Standard or Third Party form type.
Custom table This displays the name of the new '+' table as defined in IMPCFM.IMP. This is the table name that is created when you migrate your existing custom form data to the new format.

These tables do not necessarily already exist. This column merely displays what the table name will be when/if it is created when you migrate your data.

Format
  • Latest indicates that the '+' table in the Custom table exists and that the custom form data for the table has been converted.

  • Legacy Indicates that the '+' table in the Custom table does not exist and that the data needs to be migrated to the '+' table. Legacy data cannot be edited using the Custom Forms Entry program.

  • Spaces indicates that there is no data for the form type in the system.

Forms appears in the footer of this listview column, indicating the total number of forms in the system (i.e. the number of rows in the listview that have one or more fields defined).

Fields Displays the number of fields defined on the custom form type.
Data rows Displays the number of data rows that exist in the '+' table (or the AdmFormData table in the case of Legacy data).

It is possible for a field to be defined, but there are no data rows.

Code (Add using the Field Chooser).
Form source (Add using the Field Chooser).
Shared inventory company (Add using the Field Chooser).

Indicates the shared inventory company ID for the custom form type.

Shared inventory table (Add using the Field Chooser).

Indicates the name of the table (if it exists) which contains the form type's data.

Custom Form Fields

This displays details of up to 1000 fields for the form type currently highlighted in the Available Custom Form Types listview. The title of the pane indicates the form type currently highlighted in the Description column of the Available Custom Form Types listview.

Notes and warnings

Report Writer restrictions and limits

  • Only + tables that currently exist in the SQL database are added, irrespective of your selection.

  • Only + tables that contain at least one field are added.

  • You must run this program and select the Define for All Tables option whenever new custom form tables are added, or new custom form fields are added to the existing custom form tables, otherwise the Report Writer cannot know about these additions/changes.

    If, after running the Custom Form Design program, you change the caption name of a custom form field (for example) then you must rerun this program to avoid the Report Writer returning errors (due to it still having the old caption name in the dictionary).

    [Note]

    When selecting the Define for All Tables option, any existing data in the Report Writer Data Dictionary is deleted (including linkages). However, the master table linkages are recreated).

Report Writer database considerations

  • When adding + tables to the Report Writer Dictionary, existing data in the dictionary is over-written.

  • Custom form + tables are added to the Report Writer Dictionary with read only access by default. Deselect the Create All Tables read-only option to create the tables with read/write access.