Exact Synergy Enterprise

Adding a Lines section to a request

In the request type setting you have the possibility to use the setting Lines. This document shows an example how to use this. This section is table that for instance can be used for an expense claim request in which the employees can enter their expenses. In this document you'll find an example of how to add this section to a request.

After setting up the Lines metadata definition, your page will be able to display the lines grid. However, if you need extra information during the processing of the lines data, you can use the configuration UI to fill in those information. For more information on creating and using the ASCX user control, see How-to: Creating configuration UI provider and ASCX User Control for the lines.

1. Open the request type of the request in which you want to add this section.
2. Open the Fields tab.
3. Click Add (Section).
4. At Type select the option Lines.
5. Click the Customize icon at the Settings field.
   
6. The Request: Lines page is displayed.
   

Configuration

Youcan either select a predefined template, or you can configure the line functionality based on your own preferences.

1. You do not select a template, but enter your own description.
2. Click Save to save the data.
3. In the section Fields the Add button is available via which you can add the columns you want.
   
4. Click Add in the Fields section to add the columns. Select the type to use for the column. The following types are available: Input, Date, Browser and Combobox. Below you can read more about these types.
5. The page for defining the request lines is displayed. The section General on this page is the same regardless the type you've selected. In this section you can define the general properties of the field such as the width, the name to display in the column header, but also if the field is visible by default and if it's a mandatory field.
6. The section Behaviors enables you to define the criteria for the fields in the column, if those are visible and/or mandatory. You first have to save the data before the Add button will be available in the Behaviors section.
   
7. Add the desired fields and behaviors. The following behavior roles are available:
• Creator - The person who creates the request
• Person - The person linked in Person field of the request
• Actor - The current actor (the person that has the request in his/her workflow)
• Editor - The person that has rights to edit the request
• Non-editor - The person that has rights to view request, but no rights to edit the request
  
8. In this example three fields are added:
   
9. When creating a new request of this type, the section with the fields you've defined is displayed:
   

Available field types

When defining fields for this section the following types are available:

ComboBox
This field type is displayed a drop down list in which you can select a predefined value.
The available options can be defined in the section Attributes of the field properties.

Here you define the options that should be available.  They can be entered via the following method: Nr,Value,termID. Multiple options are divided by a |.

In the request the field looks like:

Date
This field is used for dates. In this field an icon is available to opens a calendar in which you can select a date. In the request this is shown as:

Browser

This type enables you to select a value via a browser. You can use the default browsers that are available in Exact Synergy Enterprise, or you can create your own browser. For an overview of the available browsers you can click the Browsers column in menu Modules ➔ System ➔ Setup ➔ Repository ➔ Explorer. Do not modify the existing browsers as it will have consequences for the pages in which those browsers are used. You can create a custom browser. To create a custom browser that is based on a default browser you can follow these steps.

In the request this field contains an icon with a magnifying glass that opens a browser and enables you to select a value. In the properties of the field at Brower name in the Attributes section you can define the browser you want to use. Below you'll see an example of a field in which the Currency browser is selected:

Input
This field is used for the entry of data such as text, a number or amounts, etc.
In the properties of the field in the General section at Data type you can define which kind of data you want to enter in this field:

 

Using the Calculation functionality

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

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

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 digits

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

For more information about the various options and attributes when adding a field, see How-to: Creating and modifying Lines metadata definition (only available for Exact partners). 

Related documents

• Adding a Datagrid section to a request
• Adding a Document preview section to a request
• How-to: Creating and modifying Lines metadata definition