SA05 - Customizing the User Interface (MCU)
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The document details the customization options available in the MC University user interface management tools, including tools for forms, tabs, and menus. It describes features such as conditional formatting for record appearance, user-defined fields for tracking unique information, and the smart transfer function for data management. Various use cases for customization and formatting are provided, along with editing capabilities and examples.
SA05 - Customizing the User Interface (MCU)
- 1. MC University SA05|Customizing the User Interface
- 2. MC University User Interface Management Tools Conditional Formatting User Defined Fields Agenda
- 3. MC University User Interface Management Tools Overview Forms Manager Tabs Manager Menu Manager User Interface Management Tools
- 4. MC University Customize numerous aspects of the UI System Admin use only Tools System Management User Interface Management Tools Overview
- 5. MC University Primary tool for direct UI tailoring Applied to entire database (not RC specific) Forms Manager
- 6. MC University Main features: • Hide fields within each module • Designate fields for required entry • Modify field labels • Duplicate Work Order check Forms Manager (cont’d)
- 7. MC University Customize tabs available within each module Clone and edit existing Tab Groups Tabs Manager
- 8. MC University Main features: • Change label on Tabs • Disable or remove Tabs • Reorder Tab sequence Tabs Manager (cont’d)
- 9. MC University Customize Module Chooser Multiple versions can be maintained Menu Manager
- 10. MC University Image modified and HTML code created Menu Manager (cont’d)
- 11. MC University Conditional Formatting Overview Format Criteria Format Style Conditional Formatting
- 12. MC University Customize appearance of records in Explorer Style Editor (V6.0) defines font, color, etc. Three Repair Center and three personal preference options Conditional Formatting Overview
- 13. MC University Defined through Preferences for specific Modules Both Format Criteria and Format Style must be defined Conditional Formatting Overview (cont’d)
- 14. MC University Examples of use cases: • Overdue Work Orders • Work Orders that have not been printed • Inventory Items below reorder point • Open Purchase Orders past follow-up date • Inactive Labor Records Conditional Formatting Overview (cont’d)
- 15. MC University Criteria Dialog from Format Criteria used to create pre-stored SQL Format Criteria
- 16. MC University New V6.0 CSS Editing Tool available to format style Customizable features: • Content and Text • Background • Border and Outline • Box Shadow Format Style
- 17. MC University Records will change for specified Repair Center dependent on Style selected: Format Style (cont’d)
- 18. MC University Now let’s take a look at using Conditional Formatting to set Inactive Labor records to show as light grey text! Conditional Formatting: Example
- 19. MC University User Defined Fields Overview Editing User Defined Fields Adding Lookup Tables Smart Transfer User Defined Fields
- 20. MC University Available in core modules to track unique information Number of fields available determined by Module: • Text fields • Date fields • Checkboxes (indicators) User Defined Fields Overview
- 21. MC University User Defined Field features: • Modify help instructions • Change field label • Connect Lookup Table • Smart Transfer • Enhanced Reporting User Defined Fields Overview (cont’d)
- 22. MC University Click on field label to open popup help dialog Edit button refreshes dialog to outline User Defined Field Editing User Defined Fields
- 23. MC University Remove current field label and replace Editing User Defined Fields (cont’d)
- 24. MC University Modify help instructions using text box available Editing User Defined Fields (cont’d)
- 25. MC University Lookup tables edited from dropdown Creates consistency for Reporting Adding Lookup Tables
- 26. MC University Transfer data to associated modules Map to matching field suggested Smart Transfer
- 27. MC University Now let’s take a look at using the Smart Transfer function to link the Asset User Defined Field to a Work Order User Defined Field! User Defined Field: Example