abas Software AG

abas Web Client is the web based user interface for abas ERP. For use in hybrid installations, refer to the Cloud Connect documentation.

Web Client - Administration and Customization Guide

Creating menus

The abas Web Client supports abas working group menus and the user menu. Currently the menus need to be configured in the abas Windows Client. Once menus are configured, they should be available in the abas Web Client.

Standard Menu

The standard menu is available in Web Client with Version 2018r4. It has to be enabled in the password record of the user.

For version 2017r4 you can copy the standard menu to a file called webui.ucm, which will be loaded automatically by the Web Client.

User Menu

The user menu is provided from the password definition of the user. In the Windows Client, you can put as many items and folders to the users menu. After saving the changes, the menus are available in the Web Client.

Working group menus

You can also create working group menus for the Web Client. It works the same as in the navite Windows Client. Assign the working group to a user, by adding the name of the working group in the password definition to the working group menu section.

Known issues

You need to specify a title for the menu, otherwise the Web Client will show you a working group menu with the name "NOTITLE".

Customizing screens

  1. Edit the screen with abas Tools screen designer.

  2. Generate the screens with Infosystem SCREENFETCHER

    screenfetcher2
    1. Enter screen number and generate one screen

    2. Generate all screens (takes up to 10 minutes)

      If you created a completely new screen please do always generate all screens

  3. In the Web Client, clear the screen cache

    1. If you modified only one screen, open it in Web Client and use the “Reload screen" from additional actions

    reload screen
    1. If you modified multiple screens, go to the Settings→Cache and clear the whole screen cache

      admin3

FO development guidelines

List of unsupported commands

Currently there is a set of commands which are not supported by EDP and/or the Web Client.

.command -WINDOW

Not supported.

.select "%,,"

Cannot be supported right now by EDP.

.pc.exec

Not supported yet. A solution will be provided soon.

.pc.graph

Not supported.

.pc.clip

Not supported.

.pc.open

Not supported yet. In the future the file can be downloaded and opened from the downloads folder.

.pc.copy

Is supported, but the workflow changed. Existing FOPs/ESDK-Apps might need adaptation.

.dde

Will not be supported.

.cursor

Not supported.

.color

Will not be supported unless there is a proper replacement.

File action FO commands: FileSaveNext, FileSaveClose, FileCancelNext, FileAbort, FileCancelClose

Not supported

.command -WAIT

.command -WAIT is supported by the Web Client starting with ERP version 2018r4n14p06. Still, the alternative remains also available:

  1. Replace the button type with BU8 (subeditor button)

  2. Split the logic of the program into two parts (before and after .command -WAIT)

  3. Replace .command -WAIT <command> with .end 0 <command> in the first part.

  4. Replace the button click event with button before using the first part of your program and button after with the second part.

.pc.copy

Download

Download using .pc.copy is supported from: ERP 2018r4n14p11, REST-API 0.84.0, Web Client 2.3.0.-Beta.

Upload

Upload using .pc.copy is supported from: ERP 2018r4n14p14, REST-API 0.89.0, Web Client 2.6.0.-Beta

To create a manual upload trigger,

  • implement a DV0-button and

  • attach the pc-copy command to the field-exit-event of that button

Other customization guidelines

  1. For reference fields populated by FOP using abas query language (e.g. $,,such==value) you need to enforce that one and only one result is being returned, by adding @maxtreffer=1 in the query.

  2. When using the URL2 fields to display images, make sure the image file is served via a secure connection (https). The image will be automatically resized to fit the field width only if the file path ends in jpeg/jpg/gif/png.

  3. When adding tabs in a customized screen using the Screen Designer, make sure each tab has an unique name.

Customer data stored in the cloud

For Hybrid installations of the Web Client, some assets are being stored in AWS, as follows:

  1. the Customer Help files

  2. cached data:

    1. Screens (Screen definition, XML files w/ schema(DB) info)

    2. UCM menu

    3. User specific cached data for better UX

      1. last accessed records (abas internal ID, DB, Fields: nummer, such and suchewr)

      2. last searches (with all parameters used)

      3. last infosystems accessed

      4. error messages received

  3. user specific preferences (default language, default mandant, type of display for time of day, max length of historical data, experimental features toggles, favorite records - abas internal ID only, favorite commands - menu entry)

Please note that all customer/tenant data is always protected (encrypted) and restricted to only its users. No data is made public or shared with other tenants.

Upload Online-Help

In order to make use of the Online-Help feature within the Web Client, please run the sync_files-script which will upload the Online-Help files of every specified mandant to the cloud so that the Web-Client can display it.

Upload screens and automatically update when screens have changed

There is a script that watches the screen folder for changes and uploads modified screen immediately to the cloud cache. This way long loading times for the test user are reduced.

Web Client - Troubleshooting

Troubleshooting

Here are some main potential support issues and the first steps to troubleshoot them:

1. None of the users can access the screens or the menu anymore

2. None of the users can access the Web Client (anymore)

  • Users get a 504 error message – check Cloud Connect status on the server and restart it if necessary

  • Check internet connectivity for the Cloud Connect server

  • (for VARs): check the tenant status in manage.(eu).abas.cloud

3. On first attempt to use the Web Client, the user(s) cannot login

  • If there is no Active Directory or other identity service integration, make sure you have created the users in the Admin page (you can reach it following: /admin/#users)

  • If it is an Auth0 issue, please contact abas support

  • If the user got blocked because of too many attempts to login, please contact abas support

4. After login, user gets invalid token (401) or another blocking message

  • Make sure in the user(s) own records in Password definition, ‘SSO Login’ checkbox is checked in the selected company (mandant specific)

  • If there is a mandant that was copied over another mandant which has not been configured for using the Cloud in Cloud Connect, you need to configure it

  • For ERP version older than 2018, if any user is in Edit mode in Password Definition (from any user interface), no users can login during that time (mandant specific)

  • While in Single User Mode (mandant specific) no user can login during this time

  • Make sure the Password Definition is created for the email address used to log in (the Auth0 email address has to match the Password Definition email address)

  • Check if the email address used to log in is marked as inactive in Password Definition

  • Make sure to check any other abas permissions

5. None of the users see the (correct) screen(s)

  • Make sure that the user(s) have Read/Only access to Password Definition records

  • If you have recently modified the screens, make sure you have followed the steps to regenerate them and cleared the cache

6. Issues with menu commands

  • Make sure the command is not between the unsupported commands: e.g. Text, System command (e.g. %explorer.exe)

  • Make sure the group is specified in the command

  • Make sure the NS commands are written with capital letter and that the required input is identity number or search word

7. One user sees a different screen than other users

  • Check the priority of the screens and permissions

8. Other issues

  • Check the ERP version - for 2018r4n14p06 check on this page the unsupported features and known issues

  • Check the browser and the version – latest Chrome browser is the recommended one, but latest FireFox and Egde are also supported

  • Check the device – the app is optimized for non-mobile devices

How to document support requests

When reporting an error in the Web Client, additional information is required in the support ticket.

1. Error-JSON in the Error-Pop-Up

Always provide this information from the error message. Therefore, just click on "Copy to clipboard" button. OR click on "Further information" and copy the text from there.

2. An image displaying the issue

Make sure that you strike out sensitive information before sending it to the Support team.

3. The HAR file (a log of all network requests)

When instructed by the Support representative to provide the HAR file, please follow these steps in your Chrome browser:

  • Step 1. In Google Chrome browser, open the Web Client and go to the page where the error occurs.

  • Step 2. On the Chrome menu bar, click the 3 dots icon → More tools → Developer Tools (or press F12 key).

  • Step 3. In the DevTools window, click the Network tab.

  • Step 4. Make sure the recording is switched on, by checking that the red dot icon is present on the left upper corner of the screen. If the dot is not red but grey, then start recording by clicking on the grey 'Record network log' dot icon.

  • Step 5. Check the checkbox named 'Preserve log'.

  • Step 6. Click the Clear button just next the red dot icon to delete any existing logs from the Network tab

  • Step 7. In the Web Client reproduce the problem (the network requests are being logged)

  • Step 8. When you are done reproducing the problem, right-click anywhere in the network requirements table, select Save as HAR with Content, and save the file to your computer.

  • Step 9. Remove sensitive information using a text editor (i.e. remove passwords, secrets etc).

  • Step 10. Send the HAR file to Support

4. EDP logs

Sometimes, the support representative may ask you to provide an EDP log for low-level troubleshooting.

  • Step 1. In the Web Client go to Settings → Technical support – and turn the Debug mode ON.

  • Step 2. Go to the page where you encountered the problem

  • Step 3. Start recording (use the icon in the upper bar that now appeared).

  • Step 4. Reproduce the error.

  • Step 5. Stop recording and exit the debugger mode (use the X icon in the bar OR go back to Settings → Technical support – and turn the Debug mode OFF).

  • Step 6. As a VAR, retrieve the file from the Cloud-Connect installation folder - log/mw/edp.log

Web Client - User Guide

1. What can I find on my Web Client Homepage

You can access the homepage by navigating to your abas cloud page, under /webclient.

The homepage is using the abas Dashboard product to display your favorite dashboard and display the most relevant information at a glance. For more information about how to set your favorite dashboard, see 2.3.2. The homepage also allows you to configure your dashboard (will open abas Dashboard page in new tab).

cap 1

2. How to navigate using the Menu

The Menu is one of the main navigation tools of the Web Client. From here you can access directly any menu item either by searching it or following the known menu tree structure. You also have access to the special Application Menu, if you want to switch the company, go to a specific Dashboard, access your Favorites or your Work in progress.

2.1. How to search through the Menu items

The Menu Search Field allows you to easily search through the User Custom Menu, Working Group Menu and Standard Menu items. Just start typing the name of the desired screen, Infosystem etc. from the menu and you will already see a selection of the items that contain that word. Don’t worry about misspelling, as the search returns also partial matches.

cap 2.1

2.2. How to use the Menu Breadcrumbs

Whenever you are navigating through menu items that have several levels (a menu tree structure), you will see the Breadcrumbs allowing direct access to a previous level.

cap 2.2

2.3. How to use the Application Menu

The Application Menu section is always displayed on the top of the menu and provides you with fast access to 4 important menu items:

2.3.1. Company switcher (Mandant switcher)

You can easily switch between companies (mandant) without having to leave the application. Use the SAVE option available on each of the company tile, in order to make it your default company for the next times you will log in the Web Client. The current company name is always displayed beneath the menu main button.

cap 2.3.1
2.3.2. Dashboards

The Dashboard menu item gives you immediate access to all your Dasboards. You can directly navigate to them, edit them or set one of them as favorite. This last option will make the desired Dashboard be the one available by default on your Homepage.

cap 2.3.2
2.3.3. Favorites

From the Favorites section you can access directly those menu items that you have marked as favorites. This includes access to the favorite menu item itself and to all the menu items which are underneath this one in the tree structure.

cap 2.3.3
2.3.4. Paused work

By clicking the Paused Work menu item, you have access to all the screens that you have currently opened (screens opened by your user), so that you know at any point in time which records you are working on.

From Paused Work you can open that screen in the current tab, in a new tab, or choose to close this working set.

cap 2.3.4
2.3.5. My views

By clicking the My views menu item, you have access in a tree-like structure to all of your custom views (see 6.5). Your favorite one from each certain database and group (e.g. customers, sales orders) will be the first one in this list, for easy access.

cap 2.3.5

2.4. User Custom Menu

In case a User Custom Menu is available for your user, those menu items will be displayed just below the Application Menu. You can easily navigate through the various menu items and various levels while always having a way to go back by following the Menu Breadcrumbs (see 2.2.).

Any menu item can be added to Favorites (see 2.3.3), together with all its child menu items, if they exist.

At the same time, any screen or Infosystem can be opened directly in the current tab or in a new one.

2.5. Working Group Menus

In case there is at least one Working Group with a specific Menu associated to your user, these Menu items will also be available under the User Custom Menu. The rest of the functionality is similar to 2.4.

2.6. Standard Menu

The abas Standard Menu is also displayed underneath the User Custom Menu and the Working Group Menu. The rest of the functionality is similar to 2.4.

The Global Search is another main navigation tool, used to perform powerful searches in terms of screens, Infosystems, processes or specific records of any type.

Just start typing and you will already see results based on that partial word entry.

3.1. What can I find in History

By clicking on the Global Search Icon on the toolbar, you can navigate directly to the most recently accessed records or screens. The number of how many recently accessed records you want to see can be set in Settings, as described in 5.1.

In which concerns the history items for the previously accessed Search Screens (see 6.), from History you can access the exact selection you have been previously working on, including the filters and the columns that you had added in the view.

From history you can directly navigate to a record or screen in the current tab or choose to open it in a new one.

cap 3.1

3.2. What can I find in Top hits tab

Once you start typing the information you are looking for, the Top Hits tab will already display relevant results, by collecting the first 2 hits from each of the following tabs. The results are marked visually with a corresponding icon.

There is a high chance that the result you are looking for is one of these items in Top Hits. In case it’s not, you can still choose any other tab for specific results or review you search criteria. See 3.3, 3.4, 3.5, and 3.6 for more information.

cap 3.2

3.3. What can I find in Global search tab

Global search performs an abas Full Text Search on identity number, search word and search extension through all the types of records that have been indexed. Only 10 results are being displayed.

If you click on the MORE button, a new Search Results page will open with up to 50 search results.

Note: unless removed from the FTS index, all records from all databases are being considered when using the Global search tab (the only information available to search through is identity number, search word and search extension).

cap 3.3

3.4. What can I find in Screens tab

The Screens tab displays the search results against the screens metadata of the customer installation. The first 2 results from this tab are also displayed in the Top Hits.

cap 3.4

3.5. What can I find in Infosystems tab

The Infosystems tab displays the search results against the Infosystems metadata of the customer installation. The first 2 results from this tab are also displayed in the Top Hits.

cap 3.5

3.6. What can I find in Other tab

The results returned by the search, which are neither screens nor Infosystems will be displayed on this tab. The first 2 results from this tab are also displayed in the Top Hits.

cap 3.6

4. How to switch to other abas apps

You can use the App Switcher from the toolbar to quickly see what other products abas is offering and access them directly.

cap 4

5. What can I define in my user Settings

From Settings you get access to some Web Client user-specific settings like the language or the time format, while always having the option to go back to reset to the initial settings.

Please note that resetting to initial settings by using the Reset button will also remove all of your favorites elements (menu items, actions in split buttons like Print), will reset all customizations you have made on the table section or related to “Do not show again” in certain confirmation pop-ups. If you only want to remove the history, then refer to 5.4.

Also, from this menu you can choose to OPT-IN for the latest experimental features, which are under development and improvement. You can select one or several experimental features that you want to try out and even have a preview picture exemplifying the functionality. Of course, you can always choose to disable for your user any of the experimental features.

cap 5

5.1. Basic features

cap 5.1
5.1.1 History length

You can choose here how many recently accessed items you would like to see in the Global Search History and in the reference fields history.

5.1.2. My Language

The Language option allows you to switch between your ERP-available languages.

Please note that only English and German are currently fully supported by the Web Client. That means that if you choose any other language, most of the screens and features will be translated but some Web Client specific buttons and messages will still be in English.

5.1.3. My Time format

Whether you like the 24 hours time format or the 12 hours one for the time fields, you can select your favorite one from this menu.

5.2. Experimental features

If you would like to have access to our latest experimental features, be sure you select this in the Settings options by setting it to ON for either some of the features or for all of them. By clicking on the image associated with each feature, you can get a first idea about the functionality.

5.3. Technical support

Onla when instructed so by the admin or by your support representative, you can enable the Debug mode. When you will start the 'logging' of the action you have to debug, this will create on the server a file with the EDP logs, that the server admin can access.

As long as you are in Debug mode, there will a banner displayed on top of the screen, from where you can start, stop the logging and also close the Debug mode completly. You can close the debug mode from the Settings menu, by turning it Off.

It is important to remember that this feature should only be used when low-level debug is required. Enabling debug mode may slow down your Web Client.

cap 5.3

5.4. History

In case you only want to delete your history data (last accessed items) and not reset the whole personal settings, you can use the 'Delete my history' button in this purpose. As an admin, you will also have avaiable the option to delete the history data of all the users in the mandant.

All history data is being deleted automatically after 2 months.

5.5. Cache

In the Cache tab you have the option to delete your personal Menu cache (e.g. after performing a change in the Menu structure in the WIndows UI) or, as an admin only, to delete the cache for all of the screens (same feature as under /admin/#status 'Clear cache').

If you only want to delete the cache of a single screen, you should use the action 'Reload screen' (see 7.6.1)

6. How to use the Search screen

The search screen is the first screen displayed when you are navigating to a generic record screen (e.g customers, sales orders). The screen is based on infinite scroll, which means that data is loaded as you scroll down through the page.

This search page gives you an overview, in a tabular manner, of the existing records of this particular type. It allows you to search through the existing records, to filter them up to one or more records that you could further use to edit them or to view them. You can also export the data in a .csv file, and the columns displayed on the screen will be present in the file.

cap 6

6.1. How to filter records in the Search Screen

On the search page you can use the filtering option to reduce the subset of the displayed records based on your filter criteria. Both the filtering and the Quick Search (see 6.2) can be applied simultaneously to the records (rows) which are currently displayed. Additionally, filters can be applied on criteria (columns) which are not displayed in the current view.

Every time a filter is applied, you will see it on top of the search results and have the possibility to edit the search criteria (the filed name, the operator - including using a REGEX operator, the value you are looking for or the sorting direction).

cap 6.1
6.1.1. How to use Column filters

In the Column filters tab you can easily filter by any of the currently visible columns. Multiple filters can be applied simultaneously.

Just enter the values you are looking for and press on the button Apply Filters. By default, the used operator is “starts with” for text fields and “equal” for numerical values, but you can change the operators applied from the filter selectors.

In the same Column filters tab you can also opt to remove all currently applied filters, by using the button with the same name (Remove all filters).

6.1.2. How to use Advanced filters

The Advanced filters tab offers you 2 editors that you can use in order to filter the data: a visual editor and a query editor.

The visual editor

In case you already have filters applied via the Column filters tab, you will see those already generated in the Advanced filters.

In the visual editor you can simply add any number of filters that you require, by choosing the name of the field or it’s technical name. Just press the plus sign, search for the field you want to filter by, then enter the operator and the required value. You can also choose if the value should be case sensitive or not and how should the results be sorted based on this criterion (ASC, DESC or NONE).

You may also want to change the order of the applied filters, especially in combination with the sorting option, so you can just use the dragger icon to drag each filter on top of each other, as required.

The query editor

The query editor is automatically translating in the abas query language the filters you have already applied using the Column filters tab or the Advanced filters tab. Moreover, you can write other filtering options for the data, directly in the query editor.

Examples:

Scenario 1: I want to search for all sales order for a specific customer

→ Go to the Sales order → Column filters → choose Search word field and insert the required value → click on ‘Apply filters’

cap 6.1.2.s1

Scenario 2: I want to see all customer sorted by country and then sorted by outstanding balance.

→ Go to Customer → Advanced filter → add field Country code and choose ASC as soring option, add feld Balance and choose ASC as sorting option → click on ‘Apply filters’

cap 6.1.2.s2

6.1.3. What other Options I have while filtering

In the Options tab, you can choose to access records that have been archived (including filed records) and choose the search direction.

There is also an additional option, which allows searching for @noswd = value.

Use the Quick Search field to perform light searches - e.g. to look for any word you would like to find in the result set, form the columns being displayed, after applying a filter. The Quick search performs a fuzzy search, so even partial matches will be retrieved.

cap 6.2

In case there is a large amount of records that you are searching through, it is recommended to use the Quick Access (see 6.3) or the Filters (see 6.1) for a better performance.

6.3. How to search using Quick access

Recently accessed records

The Quick Access displays first the list of your last accessed items of this record type (before you start entering any text in the search field).

Full Text Search

When you start typing, the abas Full Text Search is being run for the search word you have entered, and you get up to 10 results to choose from.

cap 6.3

Direct access to a record

If you know the id of a record you want to go to directly, just type it in the Quick Access field and press enter. It works the same for the search word, if it is unique.

6.4. How to add or remove columns in my current view

By using the column configurator, you can enrich the current view with extra columns (or remove from the existing columns), simply by searching for the field meaning (e.g. City) or variable name (e.g. nort).

cap 6.4

6.5. Views/selection bars

In case you have no Favorite view selected, the default view that loads when landing on a search screen will include the Identitiy number, Search word and Search extension columns.

Default views

In order to choose to see an existing system view, just click on the Views button in the toolbar and select the desired view. Once a view is selected, you can enrich it or simplify it by adding more columns or removing them, using the Column Configurator (see 6.4)

cap 6.5

My views

You can choose to Save any current view as your own, and have it available for your user only under 'My views'. All applied filters and displayed columns will be saved for you in this view.

My favorite view

If you would like to have a certain view as your favorite one, just use the favorite star to mark it and the next time you would land on this search screen screen, that view will load automatically.

6.6. Multiselect

If you would like to view or edit a certain subset of records in a carousel-like view, then use the selection button to be able to choose the records either one-by-one or all of them at once. After applying a selection, Edit and View buttons become available in Actions dropdown.

cap 6.6
6.6.1. Edit

When editing a selection, every element from the chosen set is displayed already in edit mode, to make it easier for you to do the changes. On Save action, the changes are saved, and you can navigate to the next record using the record navigator, which also provides a preview is also available as tooltip over the next and previous elements.

You can either cancel an existing selection using the button or by navigating back in breadcrumbs.

cap 6.6.1
6.6.2. View

When choosing the View action to be performed on a selection, you can easily navigate through the records using the record navigator, which also provides a preview is also available as tooltip over the next and previous elements.

You can either cancel an existing selection using the button or by navigating back in breadcrumbs.

While in View mode, you can still choose to Edit a particular record from the selection, Save and proceed to the next record.

6.7. Data export

Every search screen offers a download button, which allows you to get a .csv (comma separated values) file with the records in the current data set.

cap 6.7

6.8. Sorting

By clicking on the column name, the current data set will be sorted ASC or DESC for that criteria. Only one sorting option will be applied at the same time, unless you are using the sorting from the Advanced Filters (see 6.1.2. Scenario 2) which allows also sub-sorting.

7. What options do I have on the Record screen

7.1. What can I find under the Actions button

The Actions button contains the pre-defined actions (global actions or contextual ones) available to be applied on the current record (e.g. assign a task associated to the current customer record). You can open the screen triggered by the action either in the current tab (a breadcrumb will be created) or in a new tab.

For more information – please refer to the abas ERP documentation.

cap 7.1

7.2. What is the Infosystem button used for

From this button you can choose to run Infosystems related to the current record, by either opening them a new tab or in the current one.

cap 7.2

7.3. What can I find under the Print button

The Print button allows you to download in PDF format any of the print layouts pre-defined for the current screen.

By clicking directly on the Print button, your favorite print layout will be downloaded. If no favorite layout was set, you will receive a message “No favorite print layout available.” and the dropdown will be opened automatically for you to select an option.

Setting my favorite print layout

In order to set your favorite print layout, just click on the star next to one of the print dropdown elements. You can of course change this option at any time.

cap 7.3

By clicking on the down arrow next to the Print button, you open the Print dropdown and can choose to use any of the available layouts.

Open Print Screen

If you would like to open the Print Screen, where multiple abas printing options are available, just click on the “Open Print Screen” button just under the last element in the dropdown.

7.4. What is the Download button used for

The Spreadsheet button offers you the option to choose to download in .XLS format any of the pre-defined table layouts.

cap 7.4

The rest of the functionality is similar to the Print button (see 7.3)

7.5. What is the More button used for

The More button allows several actions to be performed, like:

  • creating a new record of that particular type (empty of by copying the current record),

  • adding this record to your Favorites section (in the Menu)

  • many other pre-defined actions (which in the Windows GUI can be found on the toolbar).

cap 7.5

7.6. The Configuration (gear) button

Several screen-related features are available in the Gear button, like reloading the screen (clearing cache), configure sidebar and configure screen (experimental features).

7.6.1. When should the Reload screen button be used

By using the reload screen button, you make sure this particular screen cache is being cleared (important step after regenerating a screen).

cap 7.6.1

7.7. How to search using the Quick access

Please refer to 6.3.

cap 7.7

In addition, the extra button “Go to search screen” in the dropdown allows you to go to the search screen associated to that particular record type.

7.8. Refence fields

All reference fields offer a wide variety of functionality meant to ease the finding of the needed record or displaying more information about it.

While in View mode

If the record is in View mode, you can choose to open the screen associated to a reference field either in the same tab or in a new one (hyperlink).

cap 7.8.viewMode
While in Edit mode

Recently accessed items

While in Edit mode for a particular record, by clicking in a reference field you will first get a list of your recently accessed items of this type, to choose from.

Full Text Search

If the record you are looking for is not between the most recently accessed items, just start typing for any of the indexed fields (identity number, search word or search extension) and an abas Full Text Search will be performed through the indexed records, bringing up to 10 results.

cap 7.8.fts

Data selection modal

If you still haven’t found the record you are looking for, you can access the 'More' option at the bottom at the dropdown and reach the Data selection modal.

In Data Selection modal you have several options to filter the data set by your desired criteria. Quick Search is also available for light searches (if performed on big data sets, you will experience a lower performance) as well as other functionality just as in the Search Screen (see 6.).

cap 7.8.dataSelection

For polymorphic fields, you can filter the records by group for narrowing down the list (e.g. the customer field that can have several types: customer, contact, prospect, prospect contact). If no group is selected, the default view will include also the Database description and the Group description.

Reference fields shortcuts

While in Edit mode/New mode for a record, if the value is already selected in the reference field, the reference fields provide also several shortcuts to actions like: create new, view, edit, delete, or run it’s actions and Infosystems - based on the specific of the database. For polymorphic fields, there is an option to create an object for each group.

cap 7.8.edit ReferenceFields

When creating a new record, while no value is being selected in the reference field then the reference fields provide also the shortcut to create that object. In this case, a new screen opens and, after entering all necessary data and saving, the value is already populating the reference field in the initial screen.

cap 7.8.new ReferenceFields