Export Hidden Canvases Using Form Personalization

The following example will present the setup required to enable the export function of data from
hidden canvases within a form using Form Personalization. For this example, we will use the
Purchase Order window.

Generally, when exporting data from a forms block, only the data that is currently displayed for
the block is exported. We want to allow exporting the block data that is on other hidden canvases.

The business requirement is to include as part of the export all data for the PO_LINES block.

Navigate to the Purchase Orders window using the Purchasing SuperUser responsibility.

Enter the Form Personalization form. (M) Help > Diagnostics > Custom Code > Personalize.

Rule Seq: 10
Description: Export Hidden Canvases
Trigger Event: WHEN-NEW-FORM-INSTANCE
Context: User and set the value to your user name
Select the Actions tab
Actions Seq: 10
Object Type: Block
Target Object: PO_LINES
Property Name: EXPORT_HIDDEN_CANVASES
Value: TRUE

Save your work, exit all Form Personalization as well as the PO window. Re-enter the PO Form,
Query any PO number and place your cursor on line # 1.

Go to File > Export and export the data of line # 1 to Excel. You will now notice that the data from
all other tabs within the PO_LINES block for line # 1 is included in the export file.

Please note that this feature (EXPORT_HIDDEN_CANVASES) is only available starting with R12
of Form Personalization.

Regards,
JA