Forms

Exploring

Forms are integral building blocks of the SYSPRO Desktop user interface, and are used for both display and entry purposes throughout SYSPRO applications.

There are a number of form types. These include display forms, entry forms, customized pane forms and custom forms.

  • Display forms contain fields designed for display purposes.

  • Entry forms contain fields against which you can capture and maintain data.

  • Customized pane forms are user-defined panes configured as a form.

  • Custom forms provide a mechanism of adding extra fields which are embedded in display and entry forms.

Things you can do on a form include:

  • Adding fields.
  • Calling another SYSPRO program.
  • Adding VBScripting.
  • Changing the look-and-feel of captions and values.

Programs

Personalize

Starting

You restrict operator access to activities within a program using the Operator Maintenance program.

Controls whether an operator can edit VBScripts or change customized panes.

It also controls whether an operator can access the Visual Designer program (displayed from the sub menu of the icon).

This does not apply to importing customized panes, which is controlled by the Allow to import customized panes activity.

Controls whether operator changes to docking pane layouts are saved when the operator belongs to a role (Customization Management).

If customization for a program exists in Customization Management against an industry or system-wide role, operators will not be allowed to reset layouts for that program. They will only be able to reset layouts for programs where no customization exists, even if the operators have access to the Save docking layout when using roles / industry / system-wide operator activity.

With a ordinary role, only operators that have access to the Save docking layout when using roles / industry / system-wide operator activity will be able to reset layouts. This applies to all programs, regardless of whether customization exists for the programs or not. If the operator does not have access to that operator activity, they will not see the Reset Layout option in any programs.

When using roles, changes to your personal view of the role are saved when you exit an application (e.g. pinning and unpinning panes and making changes to the splitter positions).

If access to this activity is enabled, then changes to the personal view of the role made by the operator are retained and displayed the next time the operator accesses that application. The system always attempts to load the operator's own docking layout first followed by any specifically designed role layout.

If access to this activity is denied, then any changes the operator makes to docking pane layouts are ignored once the operator exits the application. The standard role designed layout is restored when next the application is loaded.

Controls whether an operator can access options from the context menu displayed when right-clicking form fields.

This controls whether an operator can customize field properties at group and company level.

  • If you are not allowed access to the Forms - Customization by operator activity, then you will be unable to customize field properties at group and company level, even if you have been granted access to the Forms - Caption adjustments for group/company activity.

  • If you allow this activity for an operator, then the changes made to captions can only be viewed by that operator while maintaining the captions.

    Only operators who cannot maintain captions are able to view the results of the changes made (i.e. it is assumed that the operator making the changes - the administrator - needs to be able to view all captions at all times).

    Therefore, if you customize a form at group, company or role level, you need to deny access to this activity for those operators who must use the customized form. Otherwise the form you design (customize) is not displayed for the operators.

  • If this activity was previously enabled for an operator and is now denied, then any caption adjustments previously made for the operator are replaced by the default captions for the company or operator group (i.e. all forms will ignore any settings applied at operator level for the operator and will apply the settings at either group or company level).

Controls whether an operator can print the contents of a listview and/or output the contents of a listview to an HTML page, XML document or Excel spreadsheet.

  • The maximum number of fields that can appear on a form is 150. This includes fields that appear on the form by default, standard fields, custom form fields, and scripted fields. Of the 150 fields, a maximum of 100 can be custom form fields.
  • Fields added using the Field Selector option are not editable. If you want to edit the field, you need to use the Show Captions feature.
  • Not all form functions are available on all forms.
  • Form layouts are saved as Role_xxx.xml in the \Base\Settings (where xxx is a role code).

  • You can add your own XAML themes by creating a XAML theme file in the format Form_ThemeName.xaml (e.g. Form_Form Silver.xaml) and placing this in the \Base\Samples folder on the application server.

    You might want to use an existing XAML file as a template to create your own theme file.

    The theme file can also contain the key word %1% which is replaced at runtime with the caption name.

  • The field properties are saved in the file Form_Defaults.XML in the \Base\Settings folder on the application server.

Solving

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Referencing

A form menu is accessed by right-clicking the form heading or selecting the Menu icon (the downward pointing arrowhead in the top right-hand corner of the pane).

Field Description
View Panes Displays a list of all forms available for the application.

A tick against a form indicates that it is currently being displayed and the form caption is greyed out.

You can restore the display of a form by selecting it from the list, or pressing CTRL+TAB to indicate the form you want to restore.
Reset Layouts for this Application Restores forms to their default position, including forms that were previously closed.

Customized or associated panes remain in their current location and the content and sequencing of forms or list views is not affected.
Show All Displays all available forms for the application.
Customized Pane  
New Adds a new customized pane to the application using the Customized Pane Editor program.
Properties Displays the properties of a customized pane using the Customized Pane Editor program.
Create Editable Form

Adds a blank form that you can edit.

The form contains two columns - the first column contains a caption and the second column (which is editable) contains the data relating to the caption.

You insert fields by either dragging them from another form, or using the Form Designer to create your own fields.

To add your own fields select the Properties option to load the Customized Pane Editor program and then select the Design Form option to load the Form Design program.

Editable forms are typically used for maintenance and posting programs.
Create Display Form Adds a blank form for the display of information.

You cannot enter or maintain data within this type of form.

You add fields to the form using the Form Design program.

Display forms are typically used by query programs to display forms for grouping different information appropriately.
Export Customized Panes Exports the customized panes from this application. These can be imported into one or more other applications.

You can email the export file. This can be useful if you want to import the panes on a machine in a different location/site.
Import Customized Panes Import a customized pane from an export file into the current application.
Add Enterprise Search Adds a customized enterprise search pane to the application. This enables you to search the SYSPRO database for a specific phrase.
Add Tutorials Player Adds a tutorial player pane to the application. This enables you to play product tutorials shipped with SYSPRO, or ones that you have created.
Customization Profiler

Analyzes the customization applied to the program using the Customization Profiler program.

Fields appear on display forms and entry forms. A field comprises a caption and its matching value, if a value currently exists.

  • A caption is the label assigned to an item of data, or value. A caption, together with its value, forms part of a field.
  • A value appears against a caption, making up the field. It is either blank, or contains data that has been input.

Fields can be moved up or down, grouped, removed, reinstated, and extra fields added. Under some circumstances, fields can be moved between forms in the same program.

The fields on a form can be grouped together and these groups can be expanded to show all the fields, or contracted so that only the group heading appears.

Standard fields, custom form fields, related fields, and scripted fields can be added to standard display and entry forms using the Field Selector, except for standard fields which have their own menu option.

You can define various attributes for selected fields in a single form or across all forms using the Field Properties for all Forms program.

To access the field properties, right-click on a field within a form and choose the Field Properties or Field Properties for All Forms option.

Field Description
Mini toolbar

Displayed above or below the form submenu, this enables you to:

  • Increase/Decrease the list view font size
  • Expand/Collapse groups
  • Change the background and foreground colors
  • Call up the Find function (list view only)
  • Filter text (list view only)
  • Filter columns (list view only)
  • Apply a new font or theme (list view only)
  • Modify how data is visualized in a cell by using the XAML markup code feature (list view only)
Field Properties

Uses the Field Properties for all Forms program to change the attributes for the selected field in the form.
Field Properties for All Forms

Uses the Field Properties for all Forms program to change the field attributes and apply them to all the forms in which the field is used.
Hide Caption

Hides the caption on the form for your operator code. You can redisplay the caption using the Show Captions option.
Move Caption Up Moves the caption up a line on the form.
Move Caption Down Moves the currently highlighted caption down a line on the form.
Add Group Heading Indicate a group heading (which is unique to the form) and add it as the first item on the form. The group heading can be dragged where required within the form and form fields can be dragged in or moved below it.

The Reset Form option places the group heading and its associated fields at the top of the form. This custom group heading is stored in the saved form XML file and behaves like any other group heading.

You can add the first field to the group using one of the following methods:

  • Position the required field directly beneath the Group heading, highlight it, and use the ALT + UP ARROW shortcut keys
  • Position the required field directly beneath the Group heading, right-click on it, and use the Move Caption Up option from the menu displayed.

Once the Group Heading exists and contains at least one field, you can drag fields into the group, or out of the group.
Reset Form

This restores all captions and/or removes any properties assigned to fields, removes all form actions and removes any standard fields added to the form.

Custom form fields or multimedia objects added to the form are not removed.
Show Captions Re-displays previously hidden captions (except for captions that have been removed).
Show All Captions Re-displays all captions on the form (except for captions that have been removed).
Find Caption

Locates a caption on the form. When you select this option, the Find Caption box is displayed enabling you to enter the caption name (or part thereof).
Form Tabbing Sequence Indicates the order in which you want to tab between the forms in the window.

Select the forms you want to include, and sequence them as required. The tabbing sequence is applied when you tab off the last field in each form, or if you press CTRL+N.
Zoom Resizes the display of form fields in the current window.
Macro for:

Indicates the macro for the form. You can use the VBScript Editor program to add events for the current field or for the entire form.

This option is disabled if your operator code belongs to a role and you are not in role design layout mode.
Field Selector Enables you to add fields by dragging them onto the current form.

Up to 150 fields can be added to a form.

This option is not available when your User Interface is designed by operator role. This is by design. The logic is that when the user interface is controlled at role level, operators shouldn't be allowed access to any additional fields not in the role.

You can select:

  • Custom fields (i.e. fields from a custom form associated with the primary table for this form).

    These are only displayed if custom forms are allowed for the SYSPRO table associated with the selected form.

    You can also add and configure new custom fields.

  • Related fields (i.e. fields from the primary table for this form)
  • Scripted fields (i.e. fields you created to contain and display values).

All numeric fields added adhere to the numeric styles defined for your company.

When you add a field to a form using the Field Selector, it is immediately displayed for all operators and not just to the role against which it was added. After being placed on a form, you can hide the field or move it to a different form, and this is then applied at role level. Note also that when you remove a custom form field from a form, it is removed for everyone in the organisation, and not just to the specific role from which it was removed.
Insert Form Action Select this to add an action to a form.

A form action is an user-definable hyperlink located at the bottom of a form in the Action Panel. The hyperlink can be configured to call a SYSPRO program and pass it parameters, or to fire a VBScript event.

You can have multiple form actions defined per form and they can be any combination of these types. This option also displays the currently available form actions which can be shown or hidden on a form.

Removing a form action does not remove the VBScript function associated with the function; that must be done using the VBScript Editor.
Insert Form Action Select this to add an action to a form.

A form action is an user-definable hyperlink located at the bottom of a form in the Action Panel. The hyperlink can be configured to call a SYSPRO program and pass it parameters, or to fire a VBScript event.

You can have multiple form actions defined per form and they can be any combination of these types. This option also displays the currently available form actions which can be shown or hidden on a form.

Removing a form action does not remove the VBScript function associated with the function; that must be done using the VBScript Editor.
Insert Standard Field

Inserts a standard field to the form. Standard fields contain environment information (e.g. the current printer name, company date or the current operator role title).

To remove a standard field from the form, select Hide Caption from the menu (or select the SHIFT+DEL shortcut keys).
Insert Application Help

Embeds an Application Help pane into the window with help information for the current program.

This option relies on the implementation of docking panes in a program.
Insert Associated Pane Adds a pre-defined customized pane containing relevant information into the application.

Standard SYSPRO associated panes have been created for key fields such as Customer, Supplier, Stock code, Purchase order, Sales order, etc.

This option is only enabled when you right-click on a field for which associated panes are available and only the associated panes available for the selected field are displayed.
Link to .NET control Link to a .NET application (written in any .NET language, VB.NET, C#, etc).
Insert Multimedia Object Adds a multimedia object for the selected field.

You can add multimedia objects to any field on a form where the caption is defined in the IMPQVW.IMP file (located in the \Base\Store folder on the application server). This file determines the linked caption and associated multimedia code.

A list of predefined multimedia categories that are available is displayed. When you select the required category, a new field is inserted into the form.

If the object is an image then this is displayed in the form. The size of the image can be changed using Field Properties.

Supported picture formats include bitmap files, icon files, GIF files and JPEG files.

For a non-picture type object the tooltip is displayed against the selected field indicating the file details of the object (if the object points to a valid path).

Multimedia objects are inserted into a form in the same way as Custom Form fields (i.e. they appear by default on this form for everyone in the organization. If you subsequently remove a multimedia object from a form then you are removing it for everyone using SYSPRO).
Options  
Load Previous Form Values Sets the form as it was when you last ran the program. This option overrides any default form values.
Save Form Values as Default

Saves your selections for the form as your default preferences for your operator code for all SYSPRO companies to which you have access.

  • This option is not available for all forms. Forms for which different data is loaded (from file) each time they are opened, typically do not allow saving form values as default.

  • While in design mode, form values can be saved against the operator or the company, but not for a role . This is despite the Save Form Values as Default option being available for selection from the context menu (displayed when you right-click on the form).
Remove Default Form Values

Removes all settings you applied to the pane for your operator code (in all SYSPRO companies) when you used the Save Form Values as Default option.

All selections in the pane are restored to the form's default preference selections.

This option is only enabled once you select the Save Form Values as Default option.
Save Form Values for This Company Saves your selections for the form as the default preferences for the current SYSPRO company only.
Remove Company Form Values Removes all settings you applied to the form in this SYSPRO company when you used the Save Form Values for this Company option.

All selections in the pane are restored to the form's default preference selections.

This option is only enabled once you select the Save Form Values for this Company option.
Always Show Buttons Displays any buttons (e.g. the browse button) where available for each caption in the form.

If you deselect this option, then the buttons are only displayed when you click in the caption line.
Show Captions in Bold Displays the captions on the form in bold lettering.
Captions Background Color Defines a background color to the captions on the form.
Show Grid lines Displays horizontal and vertical lines separating the captions and their values on the form.
Show Icons for Custom Fields Displays icons for custom fields.
Highlight Editable Fields Highlights fields on the form that you can edit (change).
Highlight Fields Linked to User Control  
Sunken Appearance Displays fields on the current form as sunken, instead of raised.
Alignment for Numerics Indicates the positioning of numeric values on the form. You can select to display them to the right, the left or in the center of the value column.
Alignment for Captions Indicates the positioning of captions on the form. You can select to display them to the right, the left or in the center of the caption column.
Customize

 
Customize Hyperlinks Hyperlinks are only available in Display forms (i.e. information panes). They are not available in Entry or editable forms.
Customize Exceptions These are not available in Entry or editable forms.
Customize by Group Customizes the form for a specific operator group.

Only operators who are not associated with a role and are not allowed to customize their own forms will see the customization applied to the Group.
Stop Customizing by Group Ends form customization for the operator group.
Customize by Company Customizes the form for the entire SYSPRO company.

Only operators who are not associated with a role and are not allowed to customize their own forms will see the customization applied to the Company.
Stop Customizing by Company Ends form customization for the company.
Save Customization Saves your customizations.

You will only see the changes when you re-select the Customize by Company option.
Export/print  
Print Outputs the contents of the form to a printer.
Export to Excel

Exports the form to an Excel spreadsheet.

CTRL+F8 exports VALUES (not necessarily captions) because SYSPRO does not save "NUMERIC" or "ALPHANUMERIC" to the database. It simply saves the value to the database.

For example: If GRN numbering is set to Alphanumeric and the Numbering method to Manual, then when exported to Excel using CTRL+F8, it reflects as Numbering method N.

You can use the System-wide Personalization program to specify an alternative application to use.
Export to HTML

Exports the form to an HTM file and displays it in your browser.
Email Customer/Supplier

Emails a customer or supplier when you right-click on either a Customer or Supplier caption.

This option is only available if the Fax/mail integration required setup option is enabled for your operator code.

You can define default settings for all forms using the Personalizeprogram (SYSPRO Ribbon bar > Home > Personalization).

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