Creating and modifying screens

Create new screens or modify existing screens by associating icons with screens and setting background-printing parameters for reports.

Note: To view a list of current screens in the system, run the Function List Report.

To create or modify screens:

  1. Select Administration > Setup > Screens.
    The system automatically populates Class, Form Type, and Startup Mode.
  2. Click New Record.
  3. Specify this information:
    Screen
    Enter a unique six-character mnemonic code for the new screen, and then enter a brief description of the screen in the adjacent field.
    Class
    Enter the class of the screen. The system automatically populates Class Org.
    Form Type
    Select the form type for this screen.
    Parent
    Enter the screen on which this new screen is based.
    Last Value
    Enter the entity used by the system to "remember" the primary key field in this screen.
    Icon
    Enter the name of an existing icon file to associate an icon with the screen.
    Report
    Enter a report that prints (in the background) using the selected data on a screen. Also, specify background report parameters to use with this functionality.
    Invoke Dataspy
    Select to allow users to utilize dataspy filters on this screen.
    Startup Mode
    Select the stage of the query process in which the screen opens:
    • No Action
      Select to open the form without running a Dataspy or displaying records.
    • Enter Insert Mode
      Select to open the form on the Record View tab and in Insert Mode.
    • Run Dataspy
      Select to open the form with the default Dataspy and to highlight the first record in the list.
    • Remember Dataspy
      Select to open the form with the last remembered Dataspy (within the current session) with quick filter and quick sort for the form and to highlight the first record in the list.
    • Remember Last Value
      Select to open the form with the last remembered value for the screen.
    Employee Filter
    Enter the employee type to apply to the screen.
    URL Path
    Enter the URL location of the screen.
    Note: Enter up to three parameters (:user, :password, or :org) in the URL Path to pass values to the new screen. These values must be entered in lowercase.

    Example: http://yourapp.yourserver.com?USERID=:user&PWD=:password

    Open URL in New Window
    Select to display the URL in a new browser window.
  4. Click Save Record.
    Note: After defining a new screen, you must authorize users to use the new screen. See Granting screen-level permissions to user groups.