Creating and modifying screens

Create new screens or modify existing screens by associating icons with screens and setting background-printing parameters for reports.

Note: To view a list of current screens in the system, run the Function List Report.

To create or modify screens:

  1. Select Administration > Screen Configuration > Screens.
  2. Click New Record.
  3. Specify this information:
    Screen
    Specify a unique six-character mnemonic code for the new screen, and then enter a brief description of the screen in the adjacent field.
    Class
    Specify the class of the screen.
    Form Type
    Select the form type for this screen.
    Parent
    Specify the screen on which this new screen is based.
    Last Value
    Specify the entity used by the system to "remember" the primary key field in this screen.
    Icon
    Specify the name of an existing icon file to associate an icon with the screen.
    Report
    Specify a report that prints (in the background) using the selected data on a screen. Also, specify background report parameters to use with this functionality.
    Employee Filter
    Specify the employee type to apply to the screen.
    URL Path
    Specify the URL location of the screen.
    Note: Specify up to three parameters (:user, :password, or :org) in the URL Path to pass values to the new screen. These values must be entered in lowercase.

    Example: http://yourapp.yourserver.com?USERID=:user&PWD=:password

    Open URL in New Window
    Select to display the URL in a new browser window.
    Invoke Dataspy
    Select to allow users to utilize dataspy filters on this screen.
    Startup Action
    Select the stage of the query process in which the screen opens:
    • No Action
      Select to open the form without running a Dataspy or displaying records.
    • Enter Insert Mode
      Select to open the form on the Record View tab and in Insert Mode.
    • Run Dataspy
      Select to open the form with the default Dataspy and to highlight the first record in the list.
    • Remember Dataspy
      Select to open the form with the last remembered Dataspy (within the current session) with quick filter and quick sort for the form and to highlight the first record in the list.
    • Remember Last Value
      Select to open the form with the last remembered value for the screen.
    Startup View
    Select the view in which the screen will display when initially accessed, e.g., select Split View to indicate the screen will open in split view format, select List View to indicate the screen will open in list view format, or select Record View to indicate the screen will open in record view format.
    Split View Display
    Select how the fields are displayed on the screen in the summary grid:
    • Standard
      Fields are displayed in the standard format, including the code and description fields, and icons.
    • Grid Fields
      Fields are displayed based on the dataspy settings. The code and description fields are not displayed
    • Mixed
      Fields are displayed in a combination of standard and grid field settings, including the code and description fields, and three fields from the dataspy settings.
    Auto Refresh Timer (seconds)
    Specify the time frequency in seconds in which the screen will automatically refresh, e.g., enter 15 to indicate the screen will refresh every 15 seconds.
    Note: This feature only works in full list view mode for List View and Record View screens and user-defined grids.
  4. Click Save Record.
    Note: After defining a new screen, you must authorize users to use the new screen.

    See Granting screen-level permissions to user groups.