User Role Customization Enhancements

This article discusses some of the customization enhancements in the User Role form of Connected Business for v13.1.2 onwards.

Since Connected Business is so customizable, you will find the following enhancements helpful in customizing the application to suit your business needs.

To make modifications in the User Role form, you need to open the form from System > Customize > Role and select the role (e.g. Administrator). The User Role form will be displayed. In the Selected Module panel, double click on the module you want to modify.  The User Role form of the selected module will be displayed.

 

 

 

 

Create / Assign Custom Table to User Role Menu

In previous versions of Connected Business, you can only assign an existing custom table to a menu in the User Role form. If you want to create a custom table, you still need to open the Data Dictionary.

In the new version, you can now create and assign a custom table directly from the User Role form.

Create Custom Table

  1. Create a custom menu.
    1. Right click on an area in the tree list where you want to add the custom menu and select New Menu Item option.

    2. Specify the menu name in the Properties > General > Description field.

  2. After specifying the menu name, right click on the new menu name and select Custom Table > Create Custom Table.

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  3. The Create Custom Table Maintenance form will be displayed. Close the form to save changes.

Assign Custom Table

  1. Create a new menu. Follow step 1 (a &b) above.

  2. Right click on the new menu name and select Custom Table > Assign Custom Table.

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  3. The list of existing custom tables will be displayed. Select your preferred custom table from the list and click OK.

  4. Double click on the custom menu to confirm changes. The Custom Table Maintenance form will be displayed.  Modify the custom table as preferred and save changes.

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Assign System Table or Custom Table to Section

To assign a system table or custom table to section,

  1. Add a custom tab in the menu form.
    1. Open a menu from the tree list.

    2. In the menu form, right click on the area where you want to add a custom tab and select Add Tab.

  2. Assign a custom table in the custom tab.
    1. In the added tab, click on Customize button and select Edit Data Source. The Edit Data Source form will be displayed.

    2. In the Table Name field, select from the list of existing system and custom tables or specify your own custom table name.

    3. Close the form and the New Custom Field Wizard will be displayed.

    4. Add custom fields if preferred and save changes.

Make sure that the custom table assigned has a relationship with the parent table of the form.

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Assigned Table Removed When Adding Plugin

In previous versions, whenever you add a custom tab, the system automatically assigns a custom table to the section.  And if you add and save a plugin, the table assigned to the section is also saved.

In the new version, whenever you add a plugin, the assigned custom table is automatically removed in the section.

  1. Add a new custom tab to a menu form.

  2. In the custom tab, click on Customize button and select Add Plugin. The list of existing plugins will be displayed.

  3. Select the plugin you want to add from the list.

  4. After selecting the plugin, close the form and click Yes to confirm changes. Notice that the assigned custom table is replaced with the plugin.

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Rename Custom Display Label

If you want to rename a custom field, follow the steps below.

  1. Right click on the custom field and select Edit Custom Field. The Custom Field Properties form will be displayed.

  2. Scroll down to the Multilingual section > Display Label and specify the new custom field name.

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  3. Close the form to apply changes.

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Recover Unused Plugin

If you are in the middle of customizing the application and your system shuts down unexpectedly, the plugins you have added in the application may be lost and are not added back in the plugin list.  Once lost, the system will tag these plugins as unused plugins.

With the improved User Role, you now have the ability to recover unused plugins. To do this,
  1. Open a menu form and add a custom tab.

  2. In the custom tab section, click on Customize button and select Recover Unused Plugin.The Unused Plugin form will be displayed with the list of unused plugins.

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    The Recover Unused Plugin option will only be enabled if the system detects any lost plugins.

  3. Click on Recover Plugin button and confirm changes to add the plugin back to the plugin list.

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  4. You can check if the recovered plugin is added back in the plugin list by clicking Customize > Add Plugin and the plugin list will be displayed.

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Save Blank Custom Tab

Connected Business now allows you to add and save blank custom tabs. This is very useful in cases when you want to leave the section as blank and get back to it at a later time for further customization.

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Add Plugin Container Inside a Plugin

In Connected Business, you can now add a plugin container inside another plugin container. This allows you to have one or more plugin containers in the same container.

To add a plugin container inside another plugin container,
  1. Add a custom tab or open an existing tab in the menu form and add a plugin.

  2. Right click anywhere in the plugin container and select Customize Layout option. The Customization form will be displayed.

  3. Click and drag the Plugin Container option to an area in the container where you want to place the other plugin container.

  4. Close the Customization form. Notice that the second plugin container is now added inside the first container.

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If you want to add more plugin containers in the same container, just do steps 2 -4 to the newly added containers.

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Signature Form Customization on Modules Selected

In the new version of Connected Business, any customizations made on a signature form in one module will not be reflected on the same signature form of another module.

A signature form is a form that is commonly used in several modules in Connected Business e.g. Find Customer form.

For example, if you add a custom tab in the Find Customer form of the Customer module, the custom tab should not be added in the Find Customer form of the CRM module. See screenshots below.

Customer Module – Find Customer Form

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CRM Module – Find Customer Form

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Pre-Assigned Plugin for Find Dashboard

Whenever you create new modules and menus in the User Role form, you need to manually assign a plugin dashboard to the Find Dashboard.  At times, this may cause some system errors since the structure of some plugins may not be the same as the structure of the base dashboard.

Now, with the improved User Role, the system automatically assigns a search dashboard to the Find Dashboard. This allows the user to automatically use the Find Dashboard without having to assign a plugin dashboard.

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  • Thursday, 16 May 2013