Setup > General parameters > Inquiry screens 

This function is used to parameterize and personalize the inquiry screens across all of the application.

An inquiry presents itself in the following fashion:

  • The principal selection criteria in the header.
  • The additional criteria grouped together in the Criteria button at the bottom of the screen.
  • The grid containing the information in the inquiry.

An inquiry is defined by a code, which corresponds to the logical interrogation of the data. A type corresponds to a group of fields that can be viewed. Each inquiry type can have as many versions available as screen codes as required. Each screen code is therefore given the information that is required to be viewed amongst the list of possible fields : each line of the selected grid will correspond to an inquiry column, the order of appearance being defined by the rank entered.

It is also possible to define a graphical presentation for all or part of the numeric columns in the grids.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

The inquiry screens are characterised by a type, which identifies the inquiry function concerned and a code for the screen itself. The left list is displayed in a "tree" form of the inquiry types, then the screen codes themselves.

When several screen codes exist for a give inquiry, the assignment of a default screen code can be defined by default either directly via the menu profile or by the rules linked to the application. If the screen code is protected by access code, it is necessary that the user has the execution rights for the access code in order to use it.

Entry screen

Presentation

The information to be entered in the definition of the screen is of three types :

  • the general information (code, access code, number of lines)
  • the grid sorted with the fields to be presented (from the exhaustive list of possible fields)
  • the information related to a graphical presentation

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Fields

The following fields are present on this tab :

Block number 1

This code identifies the inquiry type used to parameterize the screens. Several screens can correspond to a given inquiry type.

Block number 2

This code, that identifies the screen associated with the inquiry or the screen, is entered in the record header that enables the definition of the transaction. Upon execution of the transactions and inquiries, the list of the codes that can be accessed by the user is displayed, if the entry into a default transaction has not been forced.

  • Description (field INTIT)

 

Block number 3

  • Active (field ENAFLG)

Select this check box to activate the current record.

Disabled records keep their content and setup but cannot be used by recalling their code:

  • On other records such as documents and settings
  • On mass processes

The authorizations for a given function can prohibit the creation of an active record. In this case, the check box is disabled by default. It can only be modified by an authorized user or through a signature workflow.

When this field is not empty, the inquiry screen or the movement entry transaction is only accessible to enter data if the current user has been granted execution rights on this code. Moreover the modification (respectively viewing) of the characteristics of the transaction is only possible if the current user has been granted modification (respectively for the inquiry) rights on the code.

  • Number of lines (field NBRLIG)

Use this value during the definition of inquiry or transaction screens in order to specify the maximum number of lines than can be viewed or entered simultaneously. In inquiry screens, use the Next page button to view the next lines.

The maximum value for the number of displayed lines is 9999.

  • No. of fixed columns (field NBRCOL)

When automated entry screens are created (transaction or inquiry), this parameter is used to define a number of fixed columns that do not be scroll when the screen is not sufficiently wide to view all the columns.

  • Representation (field REPGRA)

This indicator defines the fashion in which the representation of the data will be made in the screen. The possibilities offered are as follows :

  • Character:  the data is uniquely represented un the form of a grid.
  • Char or Graph: the data are presented in the form of one or to modes. The default mode is determined by the field Default display defined in the graphical parameters of the record.
  • Char and Graph: the data is presented in the both modes simultaneously. The graphical position  with respect to the grid is determined by the field Position for the Graph tab.
  • Graph: the data is uniquely presented in the form of a graph.
 
  • field OPTGRA

Used to organize the relationship between the character and the graphic, when the presentation mode for the data allows both. According to the case :

  • if the representation is Char or Graph, the default value is chosen for the representation.
  • If the representation is Char and Graph, the position of the graph is given with respect to the data grid.

Graph

  • Type (field TYPGRA)

This field is used once there is more than one numeric value in the grid that is likely to be presented in a graphical form. It can take one of two values :

  • Single graph : in this case, only one column of values is displayed at a time (a selector is used to make to choice)/
  • Multi-graph : in this case, all the columns are displayed, combined according to the parameter defined by the parameter Representation.
  • Representation (field FSHGRA)

When several series are presented in the graph (provided that the presentation of all the series is identical and is not by sector type), it is possible to specify how the series values are combined in the display, by entering the following value :

  • Multiis used to present the values of each series side by side (one color by series)
  • Cumulative is used to present the values in a vertical total.
  • Comparative is used to present them in a relative comparison (the height of the graph is constant).
  • Default graph (field DEFGRA)

Defines the graphical representation used for the data to be presented (from the choices Bars, Lines, Area, Sectors). An image is displayed as a function of the choice made illustrating the type of presentation obtained.

If only one series of values is available, the graphical representation is by default fixed by this parameter.

If several series of values are presented, it is possible to mix the presentation modes (one series in the form of bars, another in the form of lines for example). In this case, each series of values is represented as a function of the field Representation located in the grid of fields :

  • if it is Baror Line, this representation mode is used for the series of values concerned if it is compatible with the default graphical representation (it is not possible to mix sectors with bars or lines).
  • if it is Default, the default graphical representation for the series is used.

When used, if the representation of the series is homogenous (that is there is only one series in the graph), there is a graph type selector for the user to select a different mode of presentation.

Grid

  • No. (field NUMLIG)

 

  • Field (field INTITFLD)

Title for the fields likely to be displayed in the inquiry.

  • Order (field DAC)

When the transaction is generated, the fields are proposed in the increasing order of the ranks entered in this grid. A null rank means that the field is not present.

In the parameterization function, the fields are presented in the order of the entered ranks each time the transaction is reread, with the null rank fields being placed at the bottom of the grid.

  • Graph (field GRA)

This field can only be entered if the representation mode selected in the header is not Character. It is used to specify the fashion in which the graphical representation will be used.

It can take the following values:

  • None or Label if the line field is of the type alphanumeric. The field using the value Labelwill be used as the graph title. Warning, only a line in the grid can take this value ; if it is already present on a line, it will be necessary to first modify the value of the line carrying the value Labelin order to return the value None before being able to assign this value to another line in the grid.
  • None, Valueor Defaultif the field is of the type numeric. The rule is as follows :
    • None signifies that the field will never be presented in the graph.
    • If the graph defined in the last tab is used to make several series appear, all the series corresponding to the fields marked Defaultwill be displayed (provided they haven't already).
    • if the graph in the last tab is not used to make a series appear, the column corresponding to the first field marked Defaultwill be displayed (this will be the first if none has been declared before).
  • Representation (field REP)

This field can only be entered :

  • if the representation method chosen in the header is not Character.
  • on the numeric fields where a value will be displayed.

It is used to manage the graph combinations if the graphic type defined in the graphical parameters is used to make several series appear, independently of different types (it is ignored in other cases). In practice, the usable combinations are as follows :

  • Type = Multi graph, Default graph=Lines, Representation=Multi
  • Type = Multi graph, Default graph=Bars, Representation=Multi

The rule is as follows :

  • Defaultsignifies that the graphical presentation of the series corresponds to the default graph of the last tab (Bars, or Linesin this case).
  • Bar or Line is used to force the corresponding presentation method in question.

Block number 6

  • field IMAG

Image explaining the information previously entered.

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Action icon

Help

This function enables the display of the online help for the field defined by the line. This provides a detailed description of the usefulness of this field. As a consequence, il will be easier to decide whether it is useful to parameterize the presence of this field in the corresponding screen.

 

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Specific Buttons

It is used to validate the screen by generating the corresponding code. This validation is automatic on creation or modification; the button is thus only really useful when deleting a screen file on the application server, or in the case of a copy from one folder to another (the validation is not in this case carried out automatically in the target folder).

The following fields are included on the window opened through this button :

Block number 1

  • field OBJET

 

  • field CLES

 

Block number 2

  • From folder (field DOSORG)

Use this field to define the folder from which the record will be copied. The possible syntaxes are described in the Dedicated appendix.

  • All folders (field TOUDOS)

Use this option to copy the record to all the folders defined in the dictionary (ADOSSIER table of the current solution).

  • To folder (field DOSDES)

Use this field to define the folder to which the record will be copied. The possible syntaxes are described in the Dedicated appendix.

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It is used to copy the screen to another folder. Note that the copy does not cause the screen to revalidated in the destination folder. So it is necessary to validate the screen after copying it for it to be actually taken into account.

Used to view the screen obtained by the parameterization.

Menu Bar

Graph / Balance

Error messages

In addition to the generic error messages, the following messages can appear during the entry :

No field selected

The inquiry screen contains no field (there must be at least one).

Number of fixed columns too great

The number of fixed columns exceeds the capacity of the screen presentation (it is therefore not possible to view additional columns).

It is necessary to have at least one field of the type label and of the type value to use the graphs.

The presentation screen cannot therefore display any column in the form of a graph nor column used to qualify each graphical element.

Tables used

SEEREFERTTO Refer to documentation Implementation