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Customization FAQs
Customization > Customization FAQs
 Customization mode

How to display the detail pane of an empty list in order to customize it?

By clicking on this icon you will make a fictitious line appear.
When you click on the line (it becomes highlighted in blue), the detail pane appears.
Make sure that any new controls are positioned inside the detail pane so that their display is conditional upon that of the detail pane.

 

How to completely cancel the customization done to a form?

Upon entering the customization mode and before selecting a control, click on this icon .
After a confirmation message, all customization of the form will be canceled.
If the customization is individual, this will not delete the customization coming from the custom form.

 

How can a check box be limited to two states (do not offer the "indifferent" state)?

In the dictionary, select the "Boolean" domain attribute. Check the "Required" box.
Assign the default value false. The check box will then be forced to be "checked" or "unchecked."

 

How can a column be added to the macroplanning? In the list of triggers of the work order plan? In the details of a contract?

These forms have special features indicated under the heading Value of controls.
Also consult the "Expression" property of the standard columns and fields to have a template.

 

How can a comment field be selected?

Multiple-line comments are selected by clicking on the magnifying glass .

 

What format should be used for a default date value?

For a date with or without the time displayed, the default value must be in the format of dd/mm/yyyy hh:mm or yyyy-mm-dd.
For example: 21/12/2012 08:00 or 2012-12-21.

 

How can a default value be assigned to an address?

Addresses are somewhat special objects. For the procedure, see Default value.

 

Why aren't all the control properties offered on the "Settings" toolbar?

This is because the setting "Customization level" has the value "Appearance only" for the Profile of the connected user.

 

How can parent equipment items be displayed/hidden in the structure point or asset detail form?

These attributes, which are deduced from links, serve a somewhat special purpose; their presence is linked to the default value of the parentJunctions attribute of the BOXPAGEANIMATOR and MATERIALPAGEANIMATOR objects.
See value of controls.

 

 Customization group
How is it that the connected user cannot see the custom form defined for their customization group?

This is probably due to the fact that the customization group menu was created before the custom form.
To apply the custom form, go to the [Menu] tab of the Customization group, select the menu line in question, and indicate the form to be applied in the "Customization" column.

 Message template
How can a hypertext link be made to work in a message?

The hypertext link only works if the format is "HTML"; see Message template [General].

 

Why isn't the expression in braces {code} replaced with the message?

If the text before the expression has apostrophes, they must be doubled so as not to be interpreted.

 Dictionary
Why is it not possible to uncheck access restriction?

Object check box:

If at least one attribute has this box checked, the object necessarily has access restriction. "Access restriction" must be unchecked for all the attributes in order to be able to uncheck it for the object.

Attribute check box:

If a data access criterion has been defined for this attribute, you cannot uncheck "Access restriction" for the attribute until you have removed the access criterion.

 Time format
How can the time be displayed in decimal format?

The display format is specified in the dictionary. On the object in question, select the attribute (for example, the "duration" attribute for the LABOR object).
In the "Entry mask" area, uncheck 'Hour' and then in the "Entry" area clear the 'Format' field.

 Home screens

Why can't users see changes made to the home screen?

If users have customized the settings on one or more portlets of their home screen, these values override those defined by default in the home screens function.
To return to the values defined as default, the user must restore the initial version of the portlet(s) concerned.

 Advanced settings
How can the connected username and all related information be retrieved? (Scripting)

This information may be retrieved (from any screen of the application) via the entry point: loggedUser

Examples of use:

  • Retrieve the connected username: #{loggedUser.user}
  • Retrieve the agent for the connected username: #{loggedUser.actor}
  • Hide a field if the connected user’s code is not "TEST_USER": #{loggedUser.user.code != 'TEST_USER'}
 Filter screens - adding additional criteria
When adding an xtraDate or xtraNum field on a search form, why is there a critical message indicating an invalid value?

Certain functions allow additional fields to be used if they are declared in the dictionary for the associated object.
By default, on search screens corresponding to these functions, xtraNum and xtraDate attributes are defined as bounded criteria, with two values (minimum and maximum).
This corresponds to standard needs for setting bounds for a range of numerical values or for a date interval.
To filter on a specific value or date, this attribute (of type xtraNum or xtraDate) must be added explicitly via the dictionary, on the search screen corresponding to the function to be enhanced.

For example, to add an additional Date field on the structure points screen:

  • via the Dictionary function, open the BOXSEL object (search category),
  • select the Attributes tab and add a line referring to attribute "xtraDate01," associating it with the "Date and time" domain (choose the same domain as the existing min. and max. attributes).