Www.pace2020.com | See the possibilities… Standard Report Management/Menu Changes.

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This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational.
This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational.
This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational.
Presentation transcript:

| See the possibilities… Standard Report Management/Menu Changes

| See the possibilities… Introduction Both beginners and advanced users will benefit from the Report Management/Menu Changes session. This session will teach you how to run standard reports and change or customize standard ePace features from the ePace Administration main menu option.

| See the possibilities… Report Front End Modification Accessing the RFE Administration  System Setup  General  Reports Purpose of the RFE Provide a link between Crystal Reports files and the ePace System A link to a report in ePace points to the RFE, which contains the name of the file to run, as well as a list of parameters to pass.

| See the possibilities… Add/Modify A Definition Fields: –Lock Buttons – Settings do not revert during upgrade –Name - Pick a report file from the standard or custom report folder –Base Object – If selected, defines the reference point for xPath, and adds the report to the [Reports] button on that object –Display Name – The name used to display this report in the system (Not necessarily the same as the menu name) –Description – Additional info about this report for your reference

| See the possibilities… Add/Modify A Definition Fields: –Export Type – The type of file to generate from the report. (Some options will require specialized report development) –Allow refresh – Enables the [Refresh] button for certain report types –Default Printer –Crystal Clear Version – The rendering engine to use (6.5 in almost all cases) –Data Preparer – Large amounts of data sometimes require special functions to keep reports loading quickly –Show logo – Determines whether, if configured, this report should display the company logo

| See the possibilities… Add/Modify Report Parameters Fields: –Lock Parameters – Parameters do not revert during upgrade –Name – The display name used to identify and prompt for parameters –Description – Additional information about this parameter that shows in the tooltip. Useful for identifying parameter options like (1, 2, 3, O, C, X) –Data Type – The type field to send the report (Should match the report file)

| See the possibilities… Add/Modify Report Parameters Fields: –Expression Type – Option to use a single value, or a variable expression with xPath –Expression – The value or formula to pass the report file –Example xPath expressions

| See the possibilities… Add/Modify Report Parameters Fields: –Prompt Sequence – Enables you to sort parameters so they are passed to the report file in the expected order –Prompt – Enables the user to edit this value before running the report –Accept Multi Value –Is Logo

| See the possibilities… Duplicate Make life easy – duplicate!

| See the possibilities… Menu Changes Administration  System Setup  User Interface  User Defined Menu Adding A New Menu –Webapp Epace – modifies the Production system interface Eservice – modifies the Customer store front interface Mobile – modifies the Wireless Inventory interface –Group Leave blank to affect all groups, Specify a group to create many custom menus If a user belongs to more than one group with a custom menu, you can define which one to use by going to the system user and drilling into the group list.

| See the possibilities… Modifying A Menu Active Flag Yellow Folder Icon – Left click to expand or collapse menu options Blue Toolbox – Left click to choose options –Active/Inactive –Cut/Copy/Paste –Move Up/Down –Move to Menu Root –Collapse

| See the possibilities… Add A New Item Caption – The name to display on the menu Tooltip – The rollover hint for this item Report Choose the report definition External URL –Enter the address to link to Valid: /epace/inquiry/view/5000 –Section Add a new folder to the menu

| See the possibilities… Add A New Item Context Item –Link directly to a specified form –Object – the ePace object –Item – the specific form (i.e. - detail, add) Process –Link to a specific processing or posting form –Choose the process from the drop-down Setup –Link to a setup item –Choose the setup item from the drop-down

| See the possibilities… Delete Custom Menus And Restore Defaults