Exact Synergy Enterprise

How-to: Adding a Lines section to a request

Introduction

In the request type settings, you can add a Lines section. This section is a table where, for example, employees can enter expenses for an expense claim request. This document explains how to add the Lines section to a request.

After configuring the Lines section, the lines will be displayed in the request type. If you need extra details for processing, use the configuration UI to add them. For instructions on creating and using the ASCX user control, see How-to: Creating configuration UI provider and ASCX User Control for the lines.

This document covers the following topics:

What can I do in the Lines section?
How do I add the Lines section to a request type?
How do I configure the Lines section?
How do I define the attributes of the fields in the Lines section?
How do I define the behaviours of the fields in the Lines section?
How do I define the price calculation for the fields in the Lines section?

What can I do in the Lines section?

There are several sections that you can configure in the Lines section:

General section

In the General section, you can set the description, choose a metadata template, control whether fields are visible or mandatory, and define the OnDelete event for the fields or lines.

Extension section

In the Extension section, you can add a custom functionality or logic beyond the standard features provided by the system. With an extension, you can define dynamic UI elements for request types or handle events like OnChange or OnDelete for fields or lines.

Fields section

In the Field section, you can add fields (columns) that will be displayed in the lines of a request type. To add columns, click Add in the Fields section and select type: Input, Date, Browser, or Combobox. Additionally, you can configure the behaviours of the fields in the request type.

How do I add the Lines section to a request type?

Go to Modules > Workflow > Setup > Requests > Request types.
Select the request type to which you want to add this section.
Open the Fields tab.
Click Add (Section).
At Type, select the option Lines.
Click the Customize icon in the Settings field.
Define the relevant sections.
Click Save.
The Lines section will be listed on the request type page under the Fields section.

How do I configure the Lines section?

Go to Modules > Workflow > Setup > Requests > Request types.
Select the request type you want to configure.
Click Lines on the request type page under the Fields section.
On the Request: Section page, make the necessary changes.
Click Save.

How do I configure the fields in the Lines section?

Go to Modules > Workflow > Setup > Requests > Request types.
Select the request type you want to configure.
Click Lines on the request type page under the Fields section.
On the Request: Section page, click the Customize icon at the Settings field.
Select a Template with existing metadata (optional).
Define the OnDelete event (a JavaScript function) to be executed whenever a line is deleted (optional).
Define the Extension that will be used for the request lines (optional).
Click Add under the Fields section to add fields. Predefined fields will be added here when you select a template.
Select the field type.
Define the relevant information.
Click Save.

How do I define the attributes of the fields in the Lines section?

You can define the attributes in the Lines sections for fields of the Input and Browser type.

For the Input field type, you can define key field properties, including the allowed value type, default decimal places (Price: 4, Exchange Rate: 6, Amount: none), maximum characters displayed and allowed, and numeric constraints such as minimum and maximum values and precision.

For the ComboBox field type, you can define the options shown in the combo box using the following format:

Nr,Value,termID
Separate each option with a |.
Example: 1,Yes,1044|0,No,1015

For the Browser field type, you can set up browser details and behaviour. You can define the target browser name, link to a standard browser (if available), and specify which columns to show and return after a selection. You can also add browser parameters in the format Param1, Value1 & Param2, Value2, choose whether to show a reference link next to the browser icon, enable page refresh after selection, apply filters using SQL, and set the maximum characters displayed for the field. For more information about creating browsers, see How to: Create a browser.

Go to Modules > Workflow > Setup > Requests > Request types.
Select the request type you want to configure.
Click the Fields tab.
Click Lines on the request type page under the Fields section.
On the Request: Section page, click the Customize icon at the Settings field.
Click the field you want to define under the Fields section. You will see the Attributes section only for the Input, ComboBox, and Browser field types.
Define the relevant fields.
Click Save.

How do I define the behaviours of the fields in the lines section?

Go to Modules > Workflow > Setup > Requests > Request types.
Select the request type you want to configure.
Click the Fields tab.
Click Lines on the request type page under the Fields section.
On the Request: Section page, click the Customize icon at the Settings field.
Click Add under the Behaviors section to define the behaviour of the field.
Define the relevant fields.
Select the behaviour roles for the field. The following behaviour roles are available:

Creator: The person who creates the request.
Person: The person linked in the Person field of the request.
Actor: The current actor (the person who has the request in their workflow).
Editor: The person who has rights to edit the request.
Non-editor: The person that has rights to view request, but no rights to edit the request.

Click Save.

Note: At any given time, only one behaviour is applied, even if multiple behaviours are valid. The most recent valid behaviour takes priority. You can reorder behaviours using the Up and Down arrows to set the desired priority. If none of the defined behaviours apply, the default behavior selected in the General section will be used.

How do I define the price calculation for the fields in the Lines section?

You can define the calculation for the Input field type. This allows you to define the calculation for the integer, price and amount in the Lines section.

Calculation logic

You can define the calculations using Field 1, Field 2, and an Operator field. The calculation is done after you have filled in the fields. For the calculation to work, the fields must be visible and editable.

The following are the calculation operators available:

Plus (+)
Minus (-)
Multiply (*)
Divide (/)
Field 1 * (Field 2/100)
(Field 1 / Field 2) %

Additionally, if an OnChange event is defined for Field 1 or Field 2, it will override the calculation setting.

Default digits behaviour

If no value is set at the Digits field in the Attributes section, the system applies defaults:

Price: 4 digits
Exchange Rate: 6 digits
Amount: 2 digits
Integer: 0 digit

Go to Modules > Workflow > Setup > Requests > Request types.
Select the request type you want to configure.
Click the Fields tab.
Click Lines on the request type page under the Fields section.
On the Request: Section page, click the Customize icon at the Settings field.
Click the field for which you want to define the calculation, or click Add under the Fields section to define the calculation for a new field.
At the Data type field, select Integer, Price or Amount.
In the Calculation section, define the relevant fields.
Click Save.

For assistance regarding these adjustments, you can contact the consultancy department of Exact or your Exact partner.