USER CONFERENCE 2013 © 2009 IFS CONFIGURABLES May 22 th 2013 MARTIN LINDSTRAND, BUSINESS CONSULTANT Hej och välkomna

CONFIGURABLES – CREATING POSSIBILITIES © 2012 IFS 2 AGENDA Custom Fields & Custom Events Persistent & Read Only Information Cards Basics Architecture Conditional formatting Custom Menus

CUSTOM FIELDS & EVENTS © 2012 IFS

CUSTOM FIELD USING REFERENCE © 2009 IFS 4 READ ONLY

CUSTOM FIELDS USING EXPRESSION © 2009 IFS 5 READ ONLY - ADD NEW FIELD DISCOUNT AND USE IT ON A CO

CUSTOM FIELDS USING SELECT © 2009 IFS 6 READ ONLY

CUSTOM FIELDS © 2009 IFS 7 HIDE/REMOVE FIELD.

CUSTOM FIELDS VS INFORMATION CARDS © 2012 IFS 8 A DISTINCTION CUSTOM FIELDS Support business process needs INFORMATION CARDS Improved usability with user configuration

CUSTOM FIELDS & CUSTOM EVENTS © 2012 IFS 9 PREVENT THE USER FROM DOING WRONG…

CUSTOM FIELDS & CUSTOM EVENTS © 2012 IFS 10 PREVENT THE USER FROM DOING WRONG…

CUSTOM FIELDS BASICS © 2012 IFS

CUSTOM FIELDS © 2012 IFS 12 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)

ARCHITECTURE © 2009 IFS

CUSTOM FIELDS © 2012 IFS 14 ARCHITECTURE DOES NOT AFFECT CORE Custom Fields are stored in “shadow LUs” Table X_TAB Table X_TAB Table X_CFT Table X_CFT Package X_API Package X_CFP View X_CFV View X Master LU objects Custom Fields LU objects Rowkey Logical Unit X IFS Client

CUSTOM FIELDS © 2012 IFS 15 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

SECURITY © 2009 IFS

CUSTOM FIELDS © 2009 IFS 17 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.)

IMPORT/EXPORT © 2009 IFS

CUSTOM FIELDS © 2009 IFS 19 IMPORT/EXPORT Import/Export functionality included Create Custom Fields in your Test environment Export to file Import in your Production environment

CUSTOM MENU © 2012 IFS

CUSTOM MENU © 2009 IFS 21 SETUP SHORTCUTS TO REPORTS

CUSTOM MENU © 2009 IFS 22 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