Maintain Form Mode

From eStream Software

Menu: Tools | Form Mode...

Introduction

1. It helps to filter the data based on the conditions defined.
2. It is very useful for those who DO NOT ALLOW certain users to access the documents.
3. For example, agent Lip Fong' can view and access the sales invoices belong to his agent code LF ONLY.


Maintain Form Mode

1. Click on New.
File:Tools-Form Mode-01.jpg


2. Enter a Code, eg. IV-LF, IV-SF...
File:Tools-Form Mode-02.jpg


3. Select the Form to filter, eg. Invoice.
File:Tools-Form Mode-03.jpg


4. Click on Customize Filter. Click on press the button to add a new condition.
File:Tools-Form Mode-04.jpg


5. Choose a field to filter, eg. Agent (SL_IV.AGENT).
File:Tools-Form Mode-05.jpg


6. Change the filter operators, eg. equals.
File:Tools-Form Mode-06.jpg


7. Enter the agent code.
File:Tools-Form Mode-07.jpg


8. Filter Text will be display as: (SL_IV.AGENT = 'LF').
File:Tools-Form Mode-08.jpg


9. Other optional setting.
File:Tools-Form Mode-09.jpg
Options Explanation
Allow Multiple Windows To allow duplicate Windows screen by click from the menu list.
Force Filter Force filter.
Split Browse & Detail Windows Enable to split the Windows when click on Browse and Detail button.
Default Windows
  • Browse
  • Detail || E