Difference between revisions of "NF8.2 Info Window Customisation"

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= '''Feature:''' Info Window Customisation =
 
= '''Feature:''' Info Window Customisation =
  
'''Goal:''' Customisability - Usability
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'''Goal:''' Allow customize Info Window Component, make it really
  
 
'''Developer:''' [[User:igor.pojzl|Igor Pojzl]]
 
'''Developer:''' [[User:igor.pojzl|Igor Pojzl]]
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'''Use Cases'''
 
'''Use Cases'''
*You have multi-tenant implementation and you would like to change the info window (eg. hide price in the warehouse)
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*You have multi-tenant implementation and you would like to change the info window (eg. hide price in the warehouse).
*You have sensitive information and you can differentiate by role  
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*You have sensitive information and you can make it dependent according to a role.
*You can introduce specific terminology as the customer wants.
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*You want to use specific terminology if the customer requires.
  
  
 
'''Process''':  
 
'''Process''':  
*Create New info window customization in a specific client.
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*Create New info window customization in a specific client/tenant
*Select Info window related and Scope User/Role/Language
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*Select customizable Info window and define scope: User/Role/Language
*Add new Columns where you want modify behaviour of a column (eg. hide, change sequence)
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*Add new Columns where you want to modify the behavior of a column (eg. hide, change sequence)
*Add new related info tab - select the tab then setup display logic eg. @isAdvancedUser@ 'Y'
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*Add new related info tab - select the info window defined previously on system info window, then setup display logic eg. @isAdvancedUser@ 'Y', change seqeunce.
  
  
*Business partner info window not changed yet
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*Business Partner Info without customization:
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[[File:InfoWinfowBeforeCustomisation.png|Business Partner Info without customization]]
 
[[File:InfoWinfowBeforeCustomisation.png|Business Partner Info without customization]]
  
*An example how you can define info window customizations
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 +
*An example on how you can define info window customizations:
  
 
[[File:InfoWinfowBPartner CustomiseColums.png|Column Customisations]]
 
[[File:InfoWinfowBPartner CustomiseColums.png|Column Customisations]]
  
  
* As above change consequence columns were reordered and reduced/hidden
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*As the consequence of the above change the columns were reordered and reduced/hidden:
  
 
[[File:InfoWinfowBPartner Columns Changed.png]]
 
[[File:InfoWinfowBPartner Columns Changed.png]]
  
* The next example shows how tabs can be renamed and re-ordered (don't forget can be hidden by display logic well)
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 +
* The next example shows how tabs can be renamed and re-ordered:
  
 
[[File:InfoWinfowBPartner Tab Changed.png|1024px]]
 
[[File:InfoWinfowBPartner Tab Changed.png|1024px]]
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*'''Technical Info:''' [https://idempiere.atlassian.net/browse/IDEMPIERE-4459 IDEMPIERE-4459]
 
*'''Technical Info:''' [https://idempiere.atlassian.net/browse/IDEMPIERE-4459 IDEMPIERE-4459]

Revision as of 13:55, 16 October 2020

Feature: Info Window Customisation

Goal: Allow customize Info Window Component, make it really

Developer: Igor Pojzl

Sponsor : Cloudempiere

Description: Now you can configure an Info Window Customisation to change system Info Window behavior. The implementation is the same as Standard Window or Process Customisation, following all principles and standards.

Use Cases

  • You have multi-tenant implementation and you would like to change the info window (eg. hide price in the warehouse).
  • You have sensitive information and you can make it dependent according to a role.
  • You want to use specific terminology if the customer requires.


Process:

  • Create New info window customization in a specific client/tenant
  • Select customizable Info window and define scope: User/Role/Language
  • Add new Columns where you want to modify the behavior of a column (eg. hide, change sequence)
  • Add new related info tab - select the info window defined previously on system info window, then setup display logic eg. @isAdvancedUser@ 'Y', change seqeunce.


  • Business Partner Info without customization:

Business Partner Info without customization


  • An example on how you can define info window customizations:

Column Customisations


  • As the consequence of the above change the columns were reordered and reduced/hidden:

InfoWinfowBPartner Columns Changed.png


  • The next example shows how tabs can be renamed and re-ordered:

InfoWinfowBPartner Tab Changed.png


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