Maintain Form Mode: Difference between revisions

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==Maintain Form Mode==
==Maintain Form Mode : Filtered by Agent==
:1. Click on '''New'''.
:1. Click on '''New'''.
::[[File:Tools-Form Mode-01.jpg |600px]]
::[[File:Tools-Form Mode-01.jpg |600px]]
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| Default Windows <br /> * Browse<br />* Detail<br /> || style="vertical-align: top;" | To set the default mode.  
| Default Windows <br /> * Browse<br />* Detail<br /> || style="vertical-align: top;" | To set the default mode.  
|}
|}
<br />
:10. Lets said you have created more than 1 form mode for same form (eg.'''invoice'''). Go to Sales | Invoice, you will get prompt the '''select browse mode''' to choose. See the screenshot below.
::[[File:Tools-Form Mode-10.jpg |600px]]
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Revision as of 06:40, 3 February 2016

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 : Filtered by Agent

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
To set the default mode.


10. Lets said you have created more than 1 form mode for same form (eg.invoice). Go to Sales | Invoice, you will get prompt the select browse mode to choose. See the screenshot below.
File:Tools-Form Mode-10.jpg