SA05 - Customizing the User Interface (MCU)
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The document outlines the user interface management tools available in MC University for customizing the UI across the system, including features for forms, tabs, and menu management. It details conditional formatting, allowing users to change the appearance of records based on defined criteria, and describes the process for creating and managing user-defined fields. Additionally, it provides examples of applying these tools to enhance system usability and facilitate unique information tracking.
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 In this example Conditional Formatting will be used to set Inactive Labor records to show as light grey Conditional Formatting: Example
- 19. MC University Labor Module is selected Format Criteria 1 and Format Style 1 will be used Conditional Formatting Example (cont’d)
- 20. MC University Criteria 1 is edited with Active? set to No SQL will be auto-created Conditional Formatting Example (cont’d)
- 21. MC University Style 1 will automatically fill in for grey text (HTML) by using the CSS Editor Conditional Formatting Example (cont’d)
- 22. MC University All Inactive Labor will now appear in the grey shade that was selected Conditional Formatting Example (cont’d)
- 23. MC University User Defined Fields Overview Editing User Defined Fields Adding Lookup Tables Smart Transfer User Defined Fields
- 24. 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
- 25. 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)
- 26. MC University Click on field label to open popup help dialog Edit button refreshes dialog to outline User Defined Field Editing User Defined Fields
- 27. MC University Remove current field label and replace Editing User Defined Fields (cont’d)
- 28. MC University Modify help instructions using text box available Editing User Defined Fields (cont’d)
- 29. MC University Lookup tables edited from dropdown Creates consistency for Reporting Adding Lookup Tables
- 30. MC University Transfer data to associated modules Map to matching field suggested Smart Transfer
- 31. MC University In this example an Asset User Defined Field will be setup with a Smart Transfer to link to a Work Order User Defined Field User Defined Field: Example
- 32. MC University UDF Field 16 on Asset can be edited by right mouse clicking on label: User Defined Field: Example (cont’d)
- 33. MC University Name will be adjusted to reflect what field is being used for: User Defined Field: Example (cont’d)
- 34. MC University Smart Transfer is setup to link to Work Order UDF Bit 1: User Defined Field: Example (cont’d)
- 35. MC University Explanation of field entered into text box: User Defined Field: Example (cont’d)
- 36. MC University Work Order User Defined Field edited for consistency: User Defined Field: Example (cont’d)
- 37. MC University Work Order is created and will reflect Asset selection for User Defined Field: User Defined Field: Example (cont’d)