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Epicor ICE 2.

5 User Experience and Customization Guide

Epicor ICE 2.5 User Experience and Customization Guide User

regional and global businesses demand. point of sale (POS). With nearly 40 years of experience serving midmarket organizations and divisions of Global 1000 companies. visit www. The Company’s headquarters are located in California. With a history of innovation. with offices and affiliates worldwide. supply chain management (SCM). industry expertise and passion for excellence. satisfactory quality or fitness for any particular purpose.com Release 9. Epicor is a trademark or registered trademark of Epicor Software Corporation in the United States and other countries. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.epicor.4000 FAX 949. and human capital management (HCM) enable companies to drive increased efficiency and improve profitability. Printed in the United States of America. distribution. All rights reserved. Epicor inspires customers to build lasting competitive advantage. All other trademarks are property of their respective owners. and you are urged to obtain the current release notes for the software product.700 Distribution April 2012 . CA 94568 Phone 949. The contents of this document are believed to be current and accurate as of its date of publication. Epicor Software Corporation makes no representations or warranties with respect to the contents of this document and specifically disclaims any implied warranties of merchantability. Epicor has more than 20.4091 http://www. April 2012. The usage of any Epicor Software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor’s standard services terms and conditions Epicor Worldwide Headquarters 4120 Dublin Boulevard Dublin. retail and services industries. Epicor provides the single point of accountability that local. Epicor enterprise resource planning (ERP). Disclaimer Copyright© 2012 by Epicor Software Corporation.About Epicor Software Corporation Epicor Software Corporation is a global leader delivering business software solutions to the manufacturing.05.585.epicor. For more information. Microsoft® product screen shots reprinted with permission from Microsoft Corporation. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time without notice.000 customers in over 150 countries.585. Changes to this document between reprintings and other important information about the software product are made or published in release notes.com.

.............................................................6 Run Time Arguments..............................................................69 Personalize the Main Menu Interface...........................86 Personalize Toolbars ....................................................................................................................................2 Make a Copy of Default...............................................................................................72 Save Settings on Exit ........25 Roles ...............................................................16 Chapter 2: Styling and Themes ......................................119 Developer Mode.................................................................37 Style Filter Management ...............................................................................................46 Default Theme Retrieval................................................................................123 Top Most Mode................................................................................................................................................................................................55 Chapter 3: Personalization.............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................117 Launch Developer Mode..........................................................................Table of Contents Chapter 1: Startup Configurations......................................................................................................70 The View Menu ........................................................................................91 Personalize Grids ...........................................................99 Personalize Sheet Properties .................................................................................2 Configuration File Location .....................................................................123 i ..........................................................20 Runtime Stylist..........................................................................................................................................................116 Developer Mode .............................................................................2 Settings ....................................20 Style Theme Loading ..................................................................................................................................................................110 Chapter 4: Basic Customization..............................................................................................................119 Disable Memory Caching .............................................................................................................15 Run Time Arguments List ................................................................................................................................................................................................115 Customization Rights........................................................................102 Modify Grid Properties..........................................22 Runtime Stylist – Primary Controls ..........................................................................................................................................................................................................................................................................................................................................................................39 Style Tracking .................... and Delete Personalizations ...........................45 Theme Maintenance ..........................................................................................................................................................................................................................................................................................................................................................................123 Grid Settings ....37 Role Selection....2 Multiple Configuration Files ..............2 The Configuration Editor..............................................................................19 User Maintenance ....................................................................................................................91 Advanced Personalization Options .............54 Case Study – New Button Theme ................................................................................................................................................................................................................................................................79 Personalize Sheet Layouts ................75 Personalize the Program Interface.......................70 The Options Menu..................................................The Complete List...............................120 Customization Tools Dialog ..........................................................................................................1 Configuration Settings File...............................................................................................................74 The Favorites Bar ..................................................121 Custom Session Options ............................................................................108 Import.......................................................................................................................................................................................................................................................... Export.............................................................................................................................................................116 Select Customization......................27 Components in the Used By Section.............79 Personalization Options Window.............................................................................................................................................................................................................................................23 Resources........................................................................................................................................................................................

............................................................205 Custom Object Explorer ..................................................................................................145 Customizing Alternate Interfaces ..........................................................................................................................................221 Customization Code Wizards................................126 Add Elements.............................................................216 Adapters ............. Move...........................................................................................................................................................................................................................................................244 Chapter 6: Customization Utilities ..............................................................................................................................................................................................201 Event Sequence for Startup .............................................285 Use Case: Part Image BAQ Zone......................................................210 Data Objects .....................................................................................................................................................................................................253 Database Viewing Tools ......................................................149 Define the Control Style .....................................Hide.................................................................................................................................................................................................................................................................................................................................143 Chapter 5: Advanced Customization ...151 Disable the Control Style ..........................................................................................................................................156 Rule Wizard ......................................................................................................................................................................................254 Data Dictionary Viewer................................................261 Context Menu Maintenance..................................................................219 Assembly Reference Manager .............................................................298 ii ............................................................................259 Global Customization Tools ..........................................258 Tracing Log ....................................................................................................................................................................................................155 Customization Form Wizards .................169 Form Event Wizard.195 Script Editor Options .........198 Script Editor Event Handlers .......................................................................................................................................................................................................................................................................................................................154 Non-Customizable Forms.....................................220 The String Manager..........................................................................................150 Create the Control Style...................................125 Move Elements..............................................................................128 Save Options ............................185 Foreign Key Views ...................................................209 UI Objects ..........................................................................................................................................................................................................................................................................................................................................................................242 Debug Customizations ...............280 The BAQ Zone Process ...................................................................125 Hide Elements ....................261 Custom Fields......................................................................................................................................................................................225 Custom XML Editor .......................................................................................................................................................291 Use Case: Customer Part BAQ Zone .............141 Export Customizations ............274 Resource Editor ...............189 Script Editor..................................................................................................257 Dataset Relationships Tracker .....................267 Extended Property Maintenance ................ and Add Elements .................................................................................................................................................................................................................205 Script Editor Examples ..................................................................................................................................................................................................................................................................................................156 Image Column Wizard ...............................................254 Field Help .............272 User Defined Codes Maintenance ........................269 Extended User Defined Table Maintenance............................................................................................................................................180 Event Wizard..............280 Use Case: Customer Website BAQ Zone.............276 BAQ Zones .................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................146 Styling Specific Controls ..........................................................................................................................................................................................................................................................176 Sheet Wizard ....................................................................205 Event Sequence for Shutdown ..................................................................................................................................................................

....................................................................................406 Build the Solution .....................................................................................................................................................414 Install the Solution.................................................................................................413 Import the Solution Definition ...................................................................................................415 iii ..........407 Create the Solution ......394 User Account Maintenance.............................................................................326 Generate Web Forms .........................................................................................................................................................................................309 Customization Management..............................................................................................................................................................................................405 User Maintenance .......................................314 Verify Customizations/Personalizations ....................................................................................Deployment...........................................................372 Language Maintenance ............................................................................................................................................................................................................................................................................344 Chapter 8: Localization ........376 Change Languages ..................................................................................................................386 Localization Layer ..........................................329 Chapter 7: User-Defined Tables ........344 Parent and Child EpiRetrieverCombos ...........................................................................................................................................................................................................................................................................................................306 Sub Program Deployment ...............................................................................................................................................................388 Translation Utility .........................................371 Country Group and Country Codes ...........................................................................................................................................................331 Standalone User-Defined Tables .............323 Force Validation..................400 Chapter 9: Solution Management.................406 Define the ..............................................................................................................................................................................................................................................................................................................................................................328 Clear Application Cache............CAB File ......................................................................................................................................................................................332 Parent/Child User-Defined Tables ..................320 Show Custom Data .................................................................................................................318 Run and Modify a Customization/Personalization ..............................................................................313 Personalization Purge ................................................................................................................................372 Install Languages ................................................................................................................................................................412 Export the Solution Definition...................................306 Main Menu Deployment ......................313 Customization/Personalization Maintenance......................................................................................................................................................................................326 Customization Maintenance Log ...............................................................................

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This guide begins by exploring the various startup methods available within the configuration settings file.5 User Experience and Customization Guide explores the interface tools available within the Epicor ICE framework. This guide concludes with chapters on localizing the application for different languages/cultures and building a customized solution. v . This guide is intended for managers responsible for fine-tuning their departmental use of the Epicor 9 application and advanced users looking to modify the application interface for their specific needs. You need both sets of tools fully leverage the Epicor application throughout your domestic and international organization. Use this guide as a starting point to learn about the available interface tools and as a reference for later use of these same tools. Then the customization tools are thoroughly documented through a series of chapters beginning with the basic customization tools and then progressing on to managing customizations and modifying user-defined tables. It then examines the functionality for both styling the look of the interface and personalizing specific programs by user. This guide is a crucial resource for anyone who needs to leverage these tools for both managing and enhancing their organization’s unique business practices.Introduction The Epicor ICE 2.

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You would then update this parameter on all configuration settings files throughout the company. you can define specifically how the application runs on each workstation. you leverage Configuration Settings Files and Run Time Arguments. you define how the application runs on each workstation and interacts with the server. you would modify the configuration settings file by entering the server’s URL in the helpServerURL attribute. EPICOR SOFTWARE CORPORATION | 1 . if you want the application help hosted on a separate server from the deployment server. By using different startup configurations and run time arguments. You can also modify a specific workstation with these tools. To do this. For example.STARTUP CONFIGURATIONS | CHAPTER 1 Chapter 1 Startup Configurations The application contains functionality you can use to modify the settings it uses to launch both throughout your system and on specific workstations. By changing just a few parameters within the configuration settings files and run time arguments. You can set up the configuration settings file to have the application use custom images or define a run time argument that launches the application using the MES interface.

You do this by first creating the alternate configuration file and then defining the /CONFIG run time argument on a workstation. The Configuration Editor When you finish making copies of the default. if needed. the client folder. This file defines the main settings for your server installation as well as each client installation. You can then keep the original file while you experiment with different configurations. If the .mfgsys file. Locate the Files You use Microsoft® Windows® Explorer to find and select these files. Epicor 905). A complete list of all the settings and their functionality is also found later in this chapter. Configuration File Location Your configuration files are all located in the Config folder within your client installation folder. and the config folder. You make a copy of this file by using the copy and paste functions within Windows Explorer. To learn how to use this feature. you need to understand your computer network.exe file can see the default. If you are not sure about customizing this file. giving a user the ability to automatically log into the application. Multiple Configuration Files A key method for modifying the configuration settings file is to create alternate versions of it and then have a workstation launch with a selected alternate file. It also describes one of the most common changes. You can create several configuration files in order to launch the application using different settings. you must make a copy of the original default. it must find a configuration settings file.xml formatted file that uses syntax understood by the application. Notice multiple configuration files are available within this folder. 2. The configuration settings file is an . read the Run Time Arguments section later in this chapter. This section explains how you modify the configuration settings file. the application launches on the workstation. This ensures that you always have the original settings available for reference. You do this by using the Configuration Editor.mfgsys file. 1. 2 | EPICOR SOFTWARE CORPORATION .mfgsys file (or a different . This also creates a backup file that can restore the original configuration settings. 2 1 Make a Copy of Default Before you modify a configuration settings file.CHAPTER 1 | STARTUP CONFIGURATIONS Configuration Settings File For the application to launch. The configuration files available for your client installation display in this folder. This tool is automatically installed with your client application. you are ready to modify these files. To modify this file. Open your client installation folder (in this example. work with your Epicor consultant before you enter any changes.mfgsys file specified through a run time argument).

STARTUP CONFIGURATIONS | CHAPTER 1 Launch the Configuration Editor You use Windows Explorer to launch this program. Select the ConfigEditor.exe icon. 2. Notice this window automatically displays all the files contained within your Config folder. Click Open. The Please select a configuration file window displays. you open the Epicor\Epicor905 directory on your C: drive. 1. you can then edit the file parameters as you need. Open your Client Installation folder. Open the client folder. 3. 2 3 EPICOR SOFTWARE CORPORATION | 3 . 3. you select the default. Select the file you want to edit. In this example. 1 2 3 Configuration Editor – What to Do When the Configuration Editor launches. it prompts you to select a file you want to edit. In this example. 1 2. Here is what you do: 1.mfgsys file. After you select the configuration file.

The next time the application is launched using this configuration file. click Close. ResourceFile. business objects. 8. online support. 13. When this user double-clicks the program icon on the desktop. If you use the SDK. 4 7 8 9 10 5. these default values are automatically added to your configuration file. this toolset enables developers and advanced users to extend the application to create new tables. The Application sheet displays all the settings that apply to the overall application. click Save. and UI forms. Your options are stringSort and wordSort. You can enter any ISO language code in this field. The selected configuration file now has your revised settings. your new settings become active. you can edit them on this sheet. Use these options to define where this configuration file looks for documentation and support resources. 10. The Help sheet contains the settings that define the directory paths for the application help. For example. 12. both the user name and password populate the Log On window and the application launches immediately. Sold separately from the application. The Configuration Editor displays. 7. 2 Example . To change a setting. To exit the Configuration Editor. 5 6 11 12 13 9.Automatic Login A common reason you modify this file is so the user can automatically log into the application. read the Settings – The Complete List section later in this chapter. enter an expected value in its field. The Tools sheet contains the default settings that are needed to use the Software Developer Kit (SDK). If you need. An expected value is a parameter that is compatible with the setting. When you have modified all the settings you need. and Version here. Use the Sort sheet to define the method used globally to sort strings within the application. and the Feature Summary. For details on all the settings contained on these sheets. or deploying. 6. You define settings like AppServerURL. The User sheet contains the settings you can adjust for the specific user on this client workstation.CHAPTER 1 | STARTUP CONFIGURATIONS 4. 11. you can use the Culture Code to define the default language displayed on the Login window for this client installation. however. The configuration file settings are divided into several sheets. 4 | EPICOR SOFTWARE CORPORATION . The Deployment sheet contains the settings for moving. You can also create exceptions to the default sort method on this sheet. files from your server to the client installation.

the Log On window does not display. The Config file:default. The next time this user clicks the desktop icon. Enter the identifier defined for this account within User Account Maintenance. Launch the Configuration Editor and select the default. 7.mfgsys file. Enter a Password. 1 2 3. you enter Jane Smith. Click the User tab.mfgsys window displays. 4. On this client machine. the application automatically launches using this user account. 5. 1. 3 4 5 6 7 STARTUP 6 7 EPICOR SOFTWARE CORPORATION | 5 . This value is the password for the user who is logging into the application from this workstation. Enter the password defined for this account. Click Close. In this example. 6. 2. Click Open. This value is the identifier for the user who is logging into the application from this workstation. Click Save. Enter a UserID. This configuration file is saved with the new settings.mfgsys file (or another configuration file).STARTUP CONFIGURATIONS | CHAPTER 1 To set up the automatic login. modify several settings within the default.

For the most up-to-date information. AppServerURL Server – Host name of the machine that runs AppServer. as the AppServer file system does not need to be accessed by the client Windows user. This folder is used to hold cached . the AppServer accepts strings and numbers. Available values: BusinessObject – When you specify this option. Example: C:\Documents and Settings\All Users (Windows XP) or C:\Users\Public (Windows 7) The ISO language/culture code that defines the specific language and format which displays on the Log On window. Also note. For example. You need to expose the AppServer file system for Read/Write access by the client Windows user. Each section displays its settings in alphabetical order. a standard client to server communication method is used while the application transfers information from the client to the AppServer file system. You then have increased security. the language and culture code settings defined on the user account display within the Epicor application. This location is specified in Local Users and Groups. CultureCode This value only affects the Log On window. Example: C:\Documents and Settings\ jsmith\Application Data (Windows XP) or C:\Users\jsmith\AppData (Windows 7) %Homepath% – The home path folder.mfgsys file. Typically. You can also define custom images and text through these settings. and so on) from the client to the AppServer in a smart client installation. Protocol – AppServerDC by default. it uses the form value “AppServerDC://servername:port”. The location of the local disk cache folder.The Complete List This series of tables list all the settings available within the default. Each setting has its own row. You change these settings to apply custom (OEM) style themes to the application. or else AppServer for load balancing. Port – The port of the broker that runs the software. “sch” (Simplified Chinese). AppServerFileTransfer 6 | EPICOR SOFTWARE CORPORATION . but the port value only accepts numbers. If none is specified. %UserName% – The Windows ID of the user. Purpose and Expected Values are displayed in the right column. review the Configuration Settings File topic within application help. The address of the appserver where the client connects protocol://server:port. Application Settings The Application settings contain general connection settings and configuration settings. After the user enters a user name and password and clicks past this window. Default is 9001. Example: USEAST %AppData% – The application data folder. Example: C:\Documents and Settings\jsmith (Windows XP) or C:\Users\jsmith (Windows 7) %AllUsersProfile% – The location of the All Users profile. New settings may have been added to the configuration file since the publication of this user guide. SETTING PURPOSE AND EXPECTED VALUES Defines whether business object logic or File-Copy logic is used to transfer files (attachments.xml files. the Windows File-Copy logic is used to transfer information from the client to the AppServer file system. Example: jsmith AlternateCacheFolder %UserDomain% – The Windows user domain.CHAPTER 1 | STARTUP CONFIGURATIONS Settings . reports. Direct – When you specify this option. system administrators define these settings and then distribute the updated configuration files to all workstations within the network for which they apply. the default is: C:\Documents and Settings\All Users\Application Data\Epicor (Windows XP) or C:\ProgramData\Epicor (Windows 7) This folder accommodates some environment variables which can be substituted during startup.

you can override the URL value defined on the company on a specific user record.resource”. Typically. the value you enter for this setting is: “. The logic tracks this number of datasets in the following XML file: C:\Documents and Settings\All Users\Application Data\Epicor\<appserver_and_port>\<version>\<company>ClsAttrMRUList\ ClsAttrMRUList_<userID>.xml (Windows XP) or C:\ProgramData\Epicor\<appserver_and_port>\<version>\ <company>\ BOSecMRUList\BOMRUList_<userID>. improving performance. The product text for the About dialog box. but it can change based on the AlternateCacheFolder setting. but it can change based on the AlternateCacheFolder setting. The number of most frequently used business objects whose security settings should be cached when a user logs in. The Uniform Resource Identifier address the client uses by default to launch the Enterprise Search functionality. Configuration Settings File HelpAboutCopyrightText HelpAboutCopyrightURL HelpAboutImage HelpAboutProductText HelpAboutTitleText HHCustomMenuID The copyright text for the About dialog box. this utility is available for download from EPICweb. EnterpriseSearchURL Likewise. AutoDateStamp – A date stamp automatically appends to the record. Any images contained within this custom file will override images within the base resource file. The information on the tracked datasets is used at login to both fetch (get) and memory cache the extended properties for frequently used datasets. The behavior when a duplicate attachment ID exists. This path is the default location of the cache folder. You can.STARTUP CONFIGURATIONS | CHAPTER 1 SETTING PURPOSE AND EXPECTED VALUES A path name to a resource file that contains custom images. EPICOR SOFTWARE CORPORATION | 7 MaxBOMRU MaxClssAttrMRU . When the Enterprise search is launched. The menu ID for the sub process that causes customized Handheld menus to load onto your screen. The title text for the About dialog box. however.res\MfgCustomImages. The order of precedence for URL addresses: 1. The bitmap file for the Help About window. The copyright URL for the About dialog box. This path is the default location of the cache folder. override this default URL address within each company record. it uses the URL you define in this setting value. User record (User Account Maintenance) 2. Two values can be used: CustomResourceFile DuplicateAttachmentMode Prompt – A new attachment ID must be entered. Launch the User Account Maintenance > Options sheet and enter the alternate Search URL you want for the current user. improving performance. use the Company Configuration > System > General Settings sheet to enter a different Search URL for the specific company.xml (Windows 7) This cached information helps minimize the number of calls between client and server. You can add images to this file by using the Resource Editor. Logic then tracks this number of business objects in the following XML file: C:\Documents and Settings\All Users\Application Data\Epicor\<appserver_and_port>\<version>\<company>\BOSecMRUList\ BOMRUList_<userID>. The number of most frequently used datasets.xml (Windows XP) or C:\ProgramData\Epicor\<appserver_and_port>\ <version>\<company>ClsAttrMRUList\ ClsAttrMRUList_<userID>. Company record (Company Configuration) 3.xml (Windows 7) This cached information helps minimize the number of calls between client and server.

“. there is an icon displayed in the Windows system tray. The default is blank.700".CHAPTER 1 | STARTUP CONFIGURATIONS SETTING MESCustomMenuID MESImage ProductBrandIcon ProductBrandText ProductID ProductLogonImage ResourceFile PURPOSE AND EXPECTED VALUES The menu ID for the sub process that allows customized MES menus to be loaded. This file contains images and other resources that can be changed by partners for branding purposes. Whenever a shortcut or Information Worker attempts to launch the application. Use this setting to define an optional icon that displays on the far left of the application title bar. for example "9.resources The Session Manager tracks all of the instances of the application running on this computer. a login window will display. For example: 7777 The path and XML file that defines the users’ default settings for the toolbar functionality. WebServerFileTransfer 8 | EPICOR SOFTWARE CORPORATION . The port used for the Session Manager. Available values: BusinessObject – When you specify this option. but it can monitor several instances if Terminal Services are enabled. for example: C:\Epicor\Epicor905\client\res\MfgBaseImages. Direct – When you specify this option.xml”. reports. If you specify a ProductBrandIcon. for example "Epicor". so that users can launch several instances without logging in and consuming an additional license. Typically this will just monitor one user. but its icon is not displayed within the System Tray. Enter the port that this computer will use. The default image that is used by the MES menu. You then have increased security. as the EWA WebServer file system does not need to be accessed by the client Windows user. You need to expose the EWA WebServer file system for Read/Write access by the client Windows user. This setting defines an alternate bitmap image that displays in the upper half of the Log On window. The product identifier. Optional text that displays on the left side of the application title bar. a standard client to server communication method is used while the application transfers information from the client to the EWA WebServer file system. SessionManager ActiveInTray – Causes the Session Manager to run.\res\ToolbarSettings. Defines whether business object logic or File-Copy logic is used to transfer files (attachments. Here are the expected values for this setting: ActiveHidden – The default value.05. The current release and patch number for the application. the Windows File-Copy logic is used to transfer information from the client to the EWA WebServer file system. A path name to the resource file. Any Information Worker processes or MFGSYS shortcuts you launch do not consume an additional license if the Session Manager is running and an instance of the client application is already logged on to the appropriate AppServer. This value causes the Session Manager to run. Disabled – Causes the Session Manager to be turned off. and so on) from the client to the WebServer when Epicor Web Access (EWA) forms are generated from customizations and dashboards. For example. The splash screen image when you first log into the application. SessionManagerUri SplashImage SysmonPort ToolbarSettings Version The Uniform Resource Identifier address the client should use to communicate with the manager service. this text displays to the left of this icon.

System Monitor settings.STARTUP CONFIGURATIONS | CHAPTER 1 User Settings The User settings contain parameters that only apply to a specific user. 4. For example: <ContextMenuNestingLevel value =”0”/> DataCollectionUser Defines whether or not this user is a data collection user. AutoScaleMode “Dpi” – An adjustment (dots per inch) of concentration for pixels is done on forms. The expected values are: “0” – All Open With items display within the More… sub-menu. but note more time is then required on the server to run the compression routine. With this feature. the remaining items will display in the More… sub-menu. A value of 512 is the default and the suggested size for WAN users. a higher value can actually lead to slower performance than a lower value. No adjustment of forms is done. and so on) to indicate how many items to display in the context menu.768.mfgsys configuration file. This setting uses the following syntax: <CompressionLevel value=”7”/> CompressionLevel CompressionThreshold Indicates how big the transmission must be. Allowable values for this setting are 256 – 32. 3. these users only have access to Data Collection functionality. Slowest). The value you define for this setting depends on your network resources. in bytes. The forms are adjusted to adhere to the DPI field on the Display Properties > Settings > Advanced General form in Windows XP and Control Panel > Display > Custom DPI Settings form in Windows 7. “X” – Substitute an integer value (2. To do this. Two values can be used .mfgsys configuration file. Run tests or work with your network consultant to find the optimal value. launch User Account Maintenance.“AutoCompleteOnly” and “DropDownList”. login settings. Use these parameters to activate the Single Sign On feature. EPICOR SOFTWARE CORPORATION | 9 . navigate to the Options sheet. The available values for this setting are 1-9. This value represents the level at which you will dedicate CPU time for compression to determine how compressed the resulting data will become. ContextMenuNestingLevel “-1” – All Open With items display directly on the context menu. context menus can become taller or shorter. Depending on the network. this setting accommodates different geometries of forms in different versions of Windows. Run tests to determine the optimal compression threshold for your network. consider the values 9 (Maximum. Indicates whether network compression can be run through this . Messages smaller than this size are not compressed. the less data will go over the network. SETTING PURPOSE AND EXPECTED VALUES The concentration of pixels on the window. you must activate them on each user account. Depending on the value you enter. Only two values can be used .“true” or “false”. Overall system performance can increase if the compression threshold is increased for LAN users. Controls the levels the compression library uses to compress network traffic. this configuration settings file is then used to launch the application on the specific workstation. “None” – The default. Use this setting to adjust the size of the context menus. you can indicate which high traffic users require network compression. and select the Enable Network Compression check box. or search settings. This setting uses the following syntax: <CompressionEnabled value=”true”/> CompressionEnabled Although these network compression settings are defined within the . before the compression is activated. Typically system administrators define these settings for a specific user. 7 (Normal). Common settings are 96 DPI and 120 DPI. The higher the value. and 1 (Very Fast). ComboAutoCompleteMode Defines how automatic completion works in the combo control when the user types in the text field of the combo.

the User Name field will be blank.“true” or “false”. The login default setting that defines what displays in the User Name field. “Windows” – Displays the same user ID used to log onto Windows on this client machine. the smtp server is required for email. The choices are true or false (the default). SingleSignOn SmtpServer StartSystemMonitor 10 | EPICOR SOFTWARE CORPORATION . “False” – A standard toolbar will display on forms. “None” – No default value. for example. Available options: Top – Search forms open at the top of the window from where you launched the search. and all selected records automatically populate the form as it displays on your screen. the value of LastLoginID is a series of previously entered user IDs that have accessed the application. AutoPopulate – The primary search for each UI form is automatically run. Common settings range from 100 to 1000. DefaultSearchFormLocation DefaultSearchPageSize Use this value to control the maximum number of records returned by a search for display within the search results. The location of the smtp server. Only two expected values can be used . Center – Search forms open in the middle of the window from where you launched the Search. Password The password for auto-login. SelectTextOnEnter This setting determines whether an entire word or number is selected when you click a field with a value. Use this setting to determine the initial behavior of a user interface (UI) form as it opens. Defines whether or not the System Monitor will start when the application is launched. as the search window opens centered on the user interface form regardless of which monitor is displaying the Epicor application. This value generally provides more real estate for displaying the search results. Possible values: “Last” – Displays the last user ID that was used. LastLoginID When LoginDefault is set to List. Lower values generally make more efficient use of server and network resources. the value of LastLoginID is the last user ID entered during the logon process. Available options: FormOpenMode AutoSearch – The primary search for each UI form automatically displays as the form launches. This setting is best for Multi-Monitor configured client systems. a UI form opens with no special processing. For the other LoginDefault setting values. This setting controls if a ribbon view or a standard toolbar is used on forms. When LoginDefault is set to Last. “BobS”. This setting is used with the LoginDefault setting. LoginDefault “List” – Displays a list of all the recently entered user identifiers. A value of true means the application should use single sign-on logic. When no value is specified for this setting.“true” or “false”.CHAPTER 1 | STARTUP CONFIGURATIONS SETTING PURPOSE AND EXPECTED VALUES This value controls the default location of search forms as they open. Possible values: RibbonView “True” – The commands from the standard toolbar will be dispersed in several ribbon tabs on the top of forms. LastLoginID is not used and is typically set to have no value. and not prompt for user ID and password but instead use the user ID of the current Windows user. Only two values can be used .

STARTUP CONFIGURATIONS | CHAPTER 1

SETTING

PURPOSE AND EXPECTED VALUES Use this setting to launch the application with a default theme and option. You can then display the application using a look and feel you prefer. The attributes you define are the style and the options for that specific theme. If you want to use the default Epicor appearance without running the styling features, enter “None” in these parameters. Enter “Default” to use the theme defined as the default on the server. If you would like to use another server distributed theme (other than default), specify its name and file extension. To use a theme from any location on a local computer, enter the complete path and filename. For example:

Style

<Style value=”C:\epicor\MyThemes\BlueMain.isl” options=”SpecifyName|None|Default”/>

<Style value=”BlueMain.isl” options=” SpecifyName|None|Default”/>

<Style value=”Default” options=”SpecifyName|None|Default”/>

<Style value=”None” options=”SpecifyName|None|Default”/>

For more information, review the Styling and Themes chapter within the Epicor ICE User Experience and Customization Guide.

The frequency that determines how often the client System Monitor checks the server when non-priority print jobs are scanned and processed. This non-priority value is used for Scheduled reports. SystemMonitorNonPriorityPoll This value is measured in milliseconds; the minimum value is 3000 - the higher the number, the more network traffic is avoided. This value is used with SystemMonitorPriorityPoll and SystemMonitorPriorityPollDuration to determine how the System Monitor interacts with the tasks sent to it. The frequency that determines how often the client System Monitor checks the server when priority print jobs are scanned and processed. This non-priority value is used for reports sent immediately to the System Monitor. SystemMonitorPriorityPoll This value is measured in milliseconds; the minimum value is 3000 - the higher the number, the more network traffic is avoided. This value is used with SystemMonitorNonPriorityPoll and SystemMonitorPriorityPollDuration to determine how the System Monitor interacts with the tasks sent to it. The value of this setting determines how long the System Monitor will remain in Priority Polling Mode. By default, the System Monitor regularly polls the AppServer using the milliseconds defined for the SystemMonitorNonPriorityPoll value. This Non-Priority Mode is used by the application to process scheduled reports through the System Monitor. When a report is submitted directly (not scheduled) for processing, the System Monitor is then switched to Priority Polling Mode. SystemMonitorPriorityPollDuration While in Priority Polling Mode, the System Monitor polls the AppServer using the milliseconds defined for the SystemMonitorPriorityPoll value. The Priority Polling Mode lasts for the milliseconds value you define for this SystemMonitorPriorityPollDuration setting. Once the process goes past this duration value, the System Monitor returns to Non-Priority Polling Mode. This value is used with SystemMonitorNonPriorityPoll and SystemMonitorPriorityPoll to determine how the System Monitor interacts with the tasks sent to it.

EPICOR SOFTWARE CORPORATION | 11

CHAPTER 1 | STARTUP CONFIGURATIONS

SETTING

PURPOSE AND EXPECTED VALUES Use this setting to enable the Text Expansion Test item within the Tools menu on each form. Since the translations sometimes result in longer strings than the original, it is important that developers allocate sufficient space for language expansion. This item helps developers achieve this task and check which forms do not have sufficient space allocated. Only two expected values can be used - "true" or "false".

TextExpansionTest

You can fine tune the text expansion behavior in the Client\Res\EpiResourceLibConfig.xml. For example: <Options> <option <option <option <option name="TextExpansionFillChar" value="^" /> name="TextExpansionEndChar" value="|" /> name="TextExpansionMinChars" value="8" /> name="TextExpansionPercentRatio" value="30" />

The value of this setting determines whether tree nodes should be checked to see if they have children when they are created. When there are large numbers of nodes being created (over 1,000), this can take a long time. If the number of rows available for the child view is greater than the value TreeExpandIndicatorTreshold set, child node processing will be deferred until the indicator is selected for expansion. Zero value implies to always check for children. 200 is a good value if you enable this feature. For example: <TreeExpandIndicatorThreshold value="200" /> UserID The user ID for auto-login; for example, "BobSmith".

</Options>

Deployment Settings The Deployment settings contain general client distribution parameters. Modify these parameters to configure how files are moved from the server to the client. These settings define the directory path that the client uses to locate the server files and the method used to receive these files – either Xcopy or zip. Typically system administrators define these settings and then distribute the updated configuration files to all workstations within the network for which they apply. SETTING clearClientDir PURPOSE AND EXPECTED VALUES This setting determines whether to clear the local client directory before a client update. Available options are Never, Always, and Prompt. This setting determines whether the local client cache will be cleared as part of a client update. Either the default cache location of C:\Documents and Settings\All Users\Application Data\Epicor\<appserver_ and_port> (Windows XP), C:\ProgramData\Epicor\<appserver_and_port> (Windows 7), or the directory specified by alternateCacheFolder is conditionally cleared based on the value you enter for this setting. Available options are Never, Always, and Prompt. If the setting of deploymentType is defined as “zip,” the value of this setting is the name of the zip file retrieved from the Deployment Server during a client update. The default value is: ReleaseClient.zip The URI of the deployment directory on the deployment server. The method the deployment system uses to do actual deployment of client assemblies. deploymentType The choices are xcopy and zip (which copies a named zip file locally and then unzips).

clearDNS

deploymentPackage deploymentServer

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STARTUP CONFIGURATIONS | CHAPTER 1

SETTING

PURPOSE AND EXPECTED VALUES If deploymentType is set to xcopy, this setting determines whether the xcopy runs and does a date comparison with the /D switch, or downloads all files regardless of date.

doDateComparison The choices are true or false. If it is set to false, then xcopy copies all files regardless of modification date. optimizeAssemblies A setting that determines whether you can optimize assemblies within the Epicor application. The choices are true or false. A setting of true requires that you have administrator rights on the client installation.

Help Settings The Help settings configure how the help system is hosted. You can host the help files locally on a client or centrally through a server. You can also define how the client installation accesses Epicor ePortal and Internet-based online technical updates. Typically system administrators define these settings and then distribute the updated configuration files to all workstations within the network for which they apply. For additional information about how to use these settings, review the Help System topics within application help. SETTING AnnotationsOverrideXSL PURPOSE AND EXPECTED VALUES The path or filename of the .xslt file; this file lets the user print help annotations. If you want to give users the ability to print their annotations, enter a path or filename within this property. For example: “\\myServer\Epicor\MfgSys905\Help\enu\Standard\myXSLT.xslt”/> The path name for the embedded courses licensed to your Epicor application. After you install the education courses, enter the path to the courses within this parameter; for example: “http://EpicorEducation/EpicorEducation9001/ “. Note that Epicor recommends you create a separate configuration settings file for your training environment and then link this settings file to a unique desktop icon. In this way, the embedded courses are not available within your working environment. The product and URL used when the user accesses the Customer Center; for example “Epicor” followed by the URL href = “https://epicweb.epicor.com/support/epicor9/” If the URL changes for the Education Courses License server, this setting indicates the new server location which holds these licenses. Typically this value remains blank. If a new server is required, however, enter the URL path for this setting.

courseServer

CustomerCenter product

E9EducationKeysServer

featureSummaryHomePage The home page for the Feature Summary, for example “fs.htm”. helpServer The path name that is used to point the client machine to the help files. If you want to link the help files to a central server instead of individually on each client, enter the path to the help files’ location on the server. The product and URL used when the user accesses online (ePortal) support; for example “Epicor” followed by the URL href = “https://epicweb.epicor.com/support/myepicweb”

OnlineSupport product

Sort Settings The following settings define how strings sort within the application. If you update a Client installation, the Sort settings are overwritten to match the values defined on the server level configuration file.

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if your application globally uses the wordSort method. By default. SETTING PURPOSE AND EXPECTED VALUES Indicates whether the Country/Group Code drop-down list displays on the user interface. use one of the following syntaxes: <wordSort value="default" /> <stringSort value="default" /> You can also create exceptions to the default sort method by adding additional lines after the default value. business objects. To set the global default value for the application. For more information. 14 | EPICOR SOFTWARE CORPORATION The Software Developer Kit is a set of tools sold separately from the application. the other column uses the same sort method logic as well. The Country/Group Code drop-down list will display on various programs throughout the Epicor application.ParNum"/> <stringSort value="Customer. This is useful. If you are a localization developer. however. This causes non-alphanumeric symbols. causing these characters to be sorted among the alphanumeric characters. you can enter a new line under the default line (<wordSort value=”default” />) that indicates the stringSort method will be used on part numbers. The available values are: stringSort – The default value.ColumnName”) that sort using the different method. If a column has a LIKE value.CustNum"/> Continue to enter all the exception lines that you need. This exception value uses the following syntax: <stringSort value="Part. Sort Method Default wordSort – This sort method gives non-alphanumeric Unicode characters (like the hyphen) a reduced sort weight. and UI forms. To apply this logic to multiple table/columns. and the LIKE is one of the columns specified here. Tools Settings Use the Tools settings to review and update the default values required for localization and the Software Developer Kit (SDK). for example. enter “true” for this value. review the Country Group and Country Codes section in Chapter 8: Localization. where you can select country/group values from it as you need. If you are localizing the Epicor application. This reduced sort weight is not based on its Unicode sequence value. The SDK toolset enables developers and advanced users to extend the application in order to create new tables. like hyphens. For example. enter multiple lines: <stringSort value="Part. You do this by defining the table and column (“TableName. This list defines country group and country localizations. Under this logic.PartNum" /> Sort Method Exceptions Each exception line only supports one table/column combination. contact your Epicor Account Manager to purchase the SDK toolset. this setting is set to “false” to hide the Country/Group Code drop-down list from most users. If you need to extend functionality beyond the tools provided within the application. Localizations modify the interface to display using the language and culture format required by a country or region. if your company uses the hyphen in part numbers. localizationDeveloper This value is primarily for Epicor Partners developing localization solutions for the application. the hyphen character has a weight like any other character. so records using this character are sorted together. These values must be added manually to the config file. based on the hyphen’s Unicode sequence value. “co-op” and “coop” are listed together. this sort method does not use any special sort weighting. Under this logic. you can select the country/group code on various programs and items (like business activity queries and userdefined codes) to structure how you want the localizations to display throughout the companies within your organization. . to be displayed together.CHAPTER 1 | STARTUP CONFIGURATIONS SETTING PURPOSE AND EXPECTED VALUES This value indicates the method used globally to sort strings within the application.

customize autoloaded programs. you want a workstation to only use the MES interface and you also want it to update to the latest version. Select the Properties command. Normally during Run Time. an error message displays that stops this process. for example.ini The password that you use to log into the application. OpenEdgeParameters For example: -pf C:/_Projects/MfgSys803/Deployment/Server/Config/MfgSys. For example. Because of this. Several run time arguments are available. These modes. right-click the application’s icon. For example: C:\_Projects\MfgSys905\Source\Client\ The name that is used to link your SDK projects to their .com/Mfg/100 The user identifier that you use to log into the application.pf file links the SDK project to your database. this target name value is automatically added as an attribute to the . A Context Menu displays. You can also have the application launch using a different configuration file. To disable this feature while you are customizing. an error message displays that stops this process. For example: W325 Password If you do not enter a Password and then attempt to generate SDK business objects. Run time arguments are also useful. you use the /AUTOLOADSUPPRESS run time argument.STARTUP CONFIGURATIONS | CHAPTER 1 SETTING PURPOSE AND EXPECTED VALUES The files used to link your SDK project to the code for the server (. 1 2 EPICOR SOFTWARE CORPORATION | 15 . 2. indicate the application launches either the Dashboard or the MES interface . for example. The .xsd file is created.xsd files. you have several favorites groups that autoload their programs into memory.instead of the default Main Menu. this prevents the application from autoloading any programs. you use both the /MES and /UPDATE run time arguments. or run time arguments.xsd file. The .ini file links the SDK project to the server source code. Activate Run Time Arguments You add run time arguments to the properties of the application icon. You cannot. TargetLocation TargetNameSpace Run Time Arguments Each workstation can be set up to launch the application in a specific mode. You can.pf -ininame and C:/_Projects/MfgSys803/Deployment/Server/Config/MfgSys. You can also use multiple run time arguments at the same time to further define how the application launches on the workstation. The client directory that contains your new and customized SDK applications. when you are customizing programs.epicor. When the . activate immediately when a user double-clicks on the program icon. Here’s what you do: 1. however. For example: www. For example: ChrisK UserID If you do not enter a User ID and then attempt to generate SDK business objects. On the desktop for the workstation.ini) and your database (pf).

BASE Use this argument to prevent the loading of any verticalizations (industry-specific user interface features). AUT. for example. 8.exe /UPDATE /CONFIG=mydefault. 3 5. 4 5 6 8 7 Run Time Arguments List This table lists all the run time arguments available for the application. enter a [Space] after the target directory path.) to activate run time arguments.). The next time the application is launched on this workstation. To learn more about the autoload feature. If you customize the application. Click Apply. C:\epicor\905client\client\MfgSys.mfgsys or C:\epicor\905client\client\MfgSys. The application’s Properties window appears. For example: C:\epicor\905client\client\MfgSys. followed by the run time argument. They display in alphabetical order. customizations. you disable autoloading on this workstation. display the current list. New run time arguments may have You can enter these arguments in two ways. AUTOLOADSUPPRESS 16 | EPICOR SOFTWARE CORPORATION . for example. The application also accepts. 4. read the AutoLoad Favorite Groups section in the Personalization chapter within the Epicor ICE User Experience and Customization Guide. it improves the performance of these programs. Enter a right slash ( / ) or en dash ( . or personalizations. The autoloading feature causes selected favorite groups to load all their programs into memory. This option is useful for testing the user interface. For example. or -HELP run time argument to You can use either the right slash ( / ) or the en dash ( .exe /UPDATE or C:\epicor\905client\client\MfgSys.mfgsys 7. Use this mode to get a quick list of the current options. however. You can enter the entire argument. you need to suppress autoloading. a shorthand version that only uses been added since the publication of this user guide. /AUTOLOADSUPPRESS. ARGUMENT ? or HELP PURPOSE This mode causes a window to appear that displays all the available run time arguments.exe -UPDATE -CONFIG =mydefault. repeat the steps. however.exe -UPDATE 6.CHAPTER 1 | STARTUP CONFIGURATIONS 3. Use the /HELP the first three characters of the argument. To add another run time argument. it uses the run time argument or arguments you entered. By running this argument. displaying the Shortcut tab. Click OK. In the Target field.

STARTUP CONFIGURATIONS | CHAPTER 1 ARGUMENT PURPOSE This argument causes the application to use a different configuration file saved in the same folder as the default. inventory. to print a specific report. inventory. the application first checks to see if a default printer is selected on a Crystal Report definition. Use this argument to prevent updates from being automatically installed on this workstation. To learn more about dashboards. You can limit the programs available on the Menu Menu by including a menu identifier with the config run time argument. The next time the application is launched on this workstation. add a run time argument (a right slash or en dash). For more information.exe /menuid=CRMN0000 Use this argument to give the application multiple printer options. This argument causes the application to launch the MES Interface . review the Sub Program Deployment section in the Customization Utilities chapter within the Epicor ICE User Experience and Customization Guide. this patch then automatically updates on your client installations. Use this argument to launch the Handheld MES Interface in Customization mode. This interface displays modules which include: • • • • • • • Customer Relationship Management Case Management Quote Management Configurator Management ShopVision Trackers Status Dashboards CONFIG=<filename> CRM DB Use this argument to cause the Dashboard interface to launch . this printer and its settings are automatically used to print the report. Use this argument to launch the MES Interface in Customization mode. the default printer selected on the workstation is used instead. it uses this configuration file. When active. review the Sub Program Deployment section in the Customization Utilities chapter within the Epicor ICE User Experience and Customization Guide.exe /CONFIG=mydefault.instead of the Main Interface. You can then customize this interface as you need. and material transactions against jobs.instead of the Main Interface. EPICOR SOFTWARE CORPORATION | 17 UPDATE . If it is. but then updates the workstation to the current version available on the server. For more information.mfgsys file. like a label printer.mfgsys This argument causes the application to launch using the CRM User Interface. Use this runtime argument when you need a specific printer. Use this mode to display the application for a user with a CRM user license. By disabling these routines. You can then customize this interface as you need. You can find the specific menu identifier you need in Menu Maintenance. however. Use this mode for workstations being used by the shop floor. To do this. Enter the name of the file after the equals sign. Use this argument when you install a patch on the server. For example: C:\epicor\905client\MfgSys. and material transactions against jobs. Use this mode if you only want this user to access a dashboard interface. review the Epicor ICE Tools User Guide. HH This argument causes the application to launch using the Handheld MES Interface. It stops the client application from checking its version number against the current version on the server. the application no longer automatically updates each time it is accessed. followed by the specific menu identifier. Use this mode to display the application within a handheld device. You can also use this argument when a problem occurs on a client installation. This argument causes the application to skip checking its version number. Adding this argument makes sure the client installation is using the current version. If a printer is not defined on the report definition. This forces the client to update – even when the version on the client and the server are the same. This interface displays the tools needed to report labor. This interface displays the tools needed to report labor. for example: C:\_epicor\905client\MfgSys. HHC MES MESC MENUID=<Menu ID> RPT SKIPCHECK Run this argument to streamline how quickly the application launches on this workstation.

CHAPTER 1 | STARTUP CONFIGURATIONS 18 | EPICOR SOFTWARE CORPORATION .

you can transform the application to display an entirely different look and feel. Because you are updating one user interface definition. within the interface – buttons. and other items. Use the styling functionality to create a user interface unique for your company. Through the styling functionality. or component. pressed – in a graphics program and then add these various states as the default look for all buttons within the application. you can create multiple button states – normal. or theme. fields. By refining the look of existing themes or creating new ones. or UI role. EPICOR SOFTWARE CORPORATION | 19 . You can also use these tools to edit an existing theme and create a new theme. as you can update the different states in which they display. borders. the changes you make display globally throughout the interface. You have complete control over the look of each component. which you can then pass along your revised or new theme to whomever you want. selected. you manipulate the look of each item. check boxes. Your updated or new theme can then be made available to everyone within your entire organization. This toolset contains export and import functions. and users. You can use this toolset to display a pre-built design.STYLING AND THEMES | CHAPTER 2 Chapter 2 Styling and Themes Complete control over the look and feel of the entire interface is available through the styling functionality. from the options installed with the application. departments. For example.

2. Some alternate themes were automatically installed with the application. If any new or revised themes become available on your system. You give users styling rights through User Account Maintenance. 1 2 3 Style Theme Loading You can load any pre-built. you can also select them to preview and edit through this functionality. Click the Security sheet. 1 | STYLING AND THEMES3 4 20 | EPICOR SOFTWARE CORPORATION . Main Menu Path: System Management > Company Maintenance > User Assign Styling Rights in User Maintenance To assign styling rights to a user account: 1. This user can now access the Styling features. Click Save on the Standard toolbar. or updated Theme to quickly preview and edit the look of the interface.CHAPTER 2 | STYLING AND THEMES User Maintenance Only specific users can access the styling functionality. the styling features are available on the Options menu from the Main Menu. You do this in the Load Style Theme program. On the Main Menu. from the Options menu. Use the Detail sheet to find and select the user record you need. Load Style Theme To preview the interface theme: 1. The next time this user logs into the application. new. 4 3. Select the Can Maintain Themes check box. 4. select Styling > Load Style Theme.

This folder contains all default themes available for your application. Customized controls can also be set up to display a specific style. however. this makes it easy for your users to find and select them. Epicor recommends you to save all your themes within this folder. This window defaults to the Styles folder. For more information about this tool. Note that if you exit the application. read the Theme Maintenance section later in this chapter. In this example. This folder is located within the C:\epicor\<Client Installation Name>\Client\Styles. 6 You can now use this theme for the rest of the current session. 5. To define a default theme in this file. 3. You can also use the Runtime Stylist to edit the theme. selected theme becomes the default look when you launch this client application. the theme reverts back to the default theme. You can learn more by reviewing the Configuration Settings File section within Chapter 1: Startup Configurations.This file controls several global sessions for your client installation. EPICOR SOFTWARE CORPORATION | 21 . Click Open. Select the theme you want to use. 4. The Open window displays.STYLING AND THEMES | CHAPTER 2 2.isl theme. Use this tool to indicate that a different. If you want a different theme to become the default. The interface now displays using the selected theme. you select the ArcticBlue.isl file extension. 2 3 4 5 6. review this functionality within Chapter 5: Advanced Customization. run the Theme Maintenance program. 5 Another way to define a default theme is to change a setting within the Configuration Settings File. you change the Styles setting. Notice that all themes use the .

CHAPTER 2 | STYLING AND THEMES

Runtime Stylist
The primary tool of the Styling functionality is the Runtime Stylist. Use this tool to change the appearance of every component within the user interface. You can then see this change immediately, as the interface is updated while the application runs. This helps you decide if you like, or do not like, the change to the interface. You use this tool to modify an existing theme or create an entirely new theme. You can then use this theme for your client installation and make it available to other users within your company. The application runs in two modes – Run Mode (or Runtime) and Developer Mode. Typically you use the application in Run Mode, which means that the application sheets are used for normal activities like data entry and processing. The Runtime Stylist operates in Run Mode, so you can see the application in action while you edit the styling. In Developer Mode you suspend the normal operation of the program in order to customize it. The styling features are never used in Developer Mode. For more information about the two modes, read Chapter 4: Basic Customization. Runtime Stylist divides the user interface items into three main categories – UI Roles, Component Role Settings, and Shared Object Role Settings. Each of these categories has various properties and options that you can manipulate as you need. The differences between these categories are explored later in this section. The Runtime Stylist is a third party application published by Infragistics, Inc.® The tool is based on this company’s NetAdvantage® AppStylist® application. This section of the chapter gives you a tour of the primary features of this tool.For complete information on this company and its products, please visit their website at: www.infragistics.com.

Launch the Runtime Stylist To launch the Runtime Stylist: 1. On the Main Menu, from the Options menu, select Styling > Runtime Styler. 1

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STYLING AND THEMES | CHAPTER 2

2. The Runtime Stylist displays next to the Main Menu. You can now use this program to update or create new themes. 2

Runtime Stylist – Primary Controls
This section defines all the main controls within the Runtime Stylist. Use these controls to create a new theme, load an existing theme, and manage the default styling on specific components. Use Style Library The Style Library displays on the top section of the Runtime Stylist. This section contains the primary controls for this program. Available options: 1. The Style Library: section indicates which theme is currently loaded. 1 In this example, the Office2007Calibri.isl theme displays. Note that the files for themes all use the .isl extension. 2. Click the New button to create a new theme. 3. To update an existing theme, click the Load button. 4. To create a copy of the current theme, click the Save As… button. 5. Click Save to record your changes to a current theme. 6. If you want to constantly display the Property Panel, click the Show/Hide Property Panel button. The Property Panel always stays on your screen; it displays different items based on the selected setting, component, or UI role. 7. The Update Mode tab defines how the interface refreshes after you make changes to the current theme. The Runtime Stylist is set to immediately update the interface; you cannot change this value. 2 5 6 7 3 4

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CHAPTER 2 | STYLING AND THEMES

Manage StyleSets The base look and feel of each interface component is defined through a StyleSet. Much like a cascading style sheet determines the look and feel of an .html page, a StyleSet determines the original overall look contained within the selected theme. You can then change the baseline look of each component through the Runtime Stylist. Use the middle section of the Runtime Stylist to control the StyleSet used on the current theme. Available options: 1. Click the Add New, Remove, or Manage StyleSets buttons. 1

6

3 3. Click the Add New button to 5 create a new StyleSet to add to the current Style Library (theme). It is called New StyleSet – followed by an incremented number. 4. To delete the current StyleSet from the library, click the Remove button. To the confirmation message, click Yes. 5. If you wish to change the default StyleSet used by the current theme, highlight the StyleSet option you want from the Existing StyleSets list. For example, the EpiStyle_Invisible style set is used to hide a specific field. However, you could change this style to use a gradient, image, or other style. You can then apply this style to a field using the Rule Wizard. For more information, review the Rule Wizard sections in Chapter 5: Advanced Customization. 6. Select the Make Default option. The StyleSet now displays in bold text followed by this word: (Default)

2. The StyleSet Manager window displays.

2

4

6

7

8 9

10

7. The StyleSet Name field displays the selected StyleSet. If you need, you can change the name of the StyleSet. 8. To use one StyleSet as the foundation for a new StyleSet, select this StyleSet from the Based On drop-down list. In this example, StyleSet 2 is based on StyleSet 1.This means that StyleSet 2 now uses all of StyleSet 1’s component styles – unless this styling is changed within StyleSet 2. 9. Use the Control Defaults list to select a style for a specific component. To do this, select the check box next to the component. This style is now the default for this component within the current theme. Only one default style is defined for each component, so if you select a component that already has one, you are asked if you want to change it. 10. When you finish working on the StyleSets for this theme, click OK.

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To do this. UI Roles are styling records that create a uniform look for the various interface components like buttons. 6. use the commands under the Copy From submenu. 7. its context menu displays. Each resource can then be applied to a UI Role. On the Resources tab. it is labeled as Resource 1. Manage Resources Use the Resources tab to manage all the resources stored within the current Style Library (theme). you can indicate which specific resources you want imported from a selected style library (theme). This launches the Open Style Library window from which you select an . 1 2. For more information. To learn more about this key styling window. 5. fields. To learn more about UI Roles. You can use the Runtime Styler to import and export various resources (graphics. highlight it and click the Remove button. Select the Rename command to change the label. Resource 2 and so on. If you want to duplicate the selected resource. read the UI Roles section later in this chapter. To select the resources: 1. Notice that you also Add New and Remove resources through this context menu. 1 EPICOR SOFTWARE CORPORATION | 25 . You can then incorporate these resources into any role on the user interface that you need. read the next section. To delete a resource from the Style Library. To change the label text. to learn about the import functionality. To create a new resource from another resource. Click the Resources tab. click Import. check boxes. click the Import button. use this window to create the resource. Import Resources While you import resources. This displays the 2 Properties Panel. colors. If you click the More Buttons icon. you display the Export button. Click this button to save this resource list as a separate file. and other settings) that you use with your themes.STYLING AND THEMES | CHAPTER 2 Resources Resources are containers of style information that you can then use within themes.isl file to load. where you can select a folder and enter a filename for the new library. 3. To use this tab: 1. select the Create Copy command from the context menu. 9. After you add a resource to the current Style Library. 4 3 5 6 7 8 9 8. right-click the resource. like a gradient or a graphic file. 4. borders. A resource can be any item you create or add to a theme. read the UI Roles section later in this chapter. Click the Add New button to create a new resource. and other items. You can also pull in the resources from another style library (theme). This causes the Save Style Library button to display. Resources Tab – Importing Resources.

click the Deselect All button. Use this window to rename the resource and resolve the name conflict. 2 3. To remove your selections. hold down the <Ctrl> button on your keyboard while you select the specific resources you want to import. the <Ctrl> button was used to select the highlighted resources. 6 7. The Select Resources window displays. 5. 9. multiple resources. all the resources within this range are selected. 9 10 7 8 9 10 If an imported resource has the same name as a resource currently used in your theme.isl file (theme) you need. the Resource Name Conflict window displays. To select specific.CHAPTER 2 | STYLING AND THEMES 2. you can navigate to another folder that contains the . To select all the resources in this library. The Open Style Library window displays. If you need. 4. click the Select All button. By default. Click Open. hold down the <Shift> button on your key board and select two different resources.isl file that contains the resources you want to import. highlight it from the list. 26 | EPICOR SOFTWARE CORPORATION . Notice that in this example. You can now indicate which resources you want to import from the style into the current theme. When you finish. To select a range of resources. If you want to import a single resource. 3 4 5 6. click OK. this window opens the Styles folder. 8. 10. Select the .

To navigate and select a specific UI Role: 1. This causes all the components which use this base role to display using the same background color. If you make a change on a child UI Role. however. In the Tree View. In this example. Component Role Settings. you can change the color on this resource. so you can make detailed appearance changes on each role. To do this. As a result. override this inherited styling on specific components. To do this. now the Tree View only displays the UltraButtonBase role and its child roles. For example. expand the UI Roles node. It also describes the specific options you can change for each role type. In this example. Any property changes you make to a UI Role that has a higher node within the tree causes other UI Roles beneath it to display the same changes. 4. 5. Change the Look of UI Roles A UI Role is a category that defines the overall look for buttons. You can also use the Tree View to launch the Properties Panel for each UI Role. you can create unique styles for specific components. Click the Roles tab. Select the specific component that you want to change. you select the UltraButton option. Leverage this functionality to create an overall style for your theme. You can. Roles use an inheritance feature to help you make global changes to a theme. radio options. The example at the end of this chapter shows you how to change this setting.STYLING AND THEMES | CHAPTER 2 11 11. 2. The resources you selected display within the Resources tab. H 1 2 3 4 If you need to override styling from a base role. You change the look of each UI Role through the Runtime Stylist. but then add variations to it as you need. These changes then display on any component that uses the UI Role. To reduce the number of UI Roles that display. This section describes the three main role categories – UI Roles. 5 EPICOR SOFTWARE CORPORATION | 27 . and Shared Object Role Settings. Click the Base parent node and continue to expand the child nodes until the UI Role you want displays. however. labels. UI Roles have a parent-child relationship organized through a Tree View. 3. Select this role. this change is then passed along to all the components that use this base role. you use the Roles Tree View to navigate through all the components on the user interface. or any other component on the user interface. click the Filter by Control drop-down list. Roles Use the Runtime Stylist to update the styles of specific components through the Roles tab. you must set the component’s UseOSThemes property to False. you want to change the properties for the UltraButtonDefault role. this change does not override the settings defined on the parent UI Role. each base role contains a default background resource. When you make a change to a base role.

4. Set Background Image for UI Role The Background options define what the current state’s background looks like – including fill color. In this example. Click the Layout Mode drop-down list to indicate how this image displays within the state. An Open File window displays. Instead. multiple versions of the image display through a series of tiles. If the main image is not available. Click the Background Fill drop-down list to define whether the background for the role is a solid color. so it may or may not fill the entire component. a HotTracked (highlighted) state. Tile – The image size is not modified. Border. Stretch – The image is pulled across any component that uses this state. two Fill buttons then display. click the Reset States button. click the Image button and select File from the drop-down list. the UltraButtonDefault role has a Normal state. 8. select the gradient or hatch pattern type you want. In this example. Available options: • • Center – The image is placed in the middle of any component that uses this state. you select the Normal tab. 3. Each role contains various states through which it displays. To substitute an image for the state’s background. 10. Image. click the Disabled Image button to find and select this backup image from the Open File window. or a hatch pattern. Select the tab of the state you wish to edit. Notice that the bottom toolbar divides the state’s settings into Background. a list appears. When you click this button. 9. Font. The next sections detail the style settings available within each group. The Properties Panel 6 window displays. Use this panel to change the 9 style settings for the role. Available options: 1. disabled color. image (if used). and a Pressed state. the panel is labeled: Settings for ‘UltraButtonDefault’ 7 10 8 7. Depending on the user’s actions on the interface. you can indicate that a second image can be displayed instead. To define this image. You can then define the two colors used for the background gradient or pattern. Click the Type button to define the gradient or hatch pattern type that displays. and Other groups. a different state for the component appears. and alpha level. 5. 2. Notice you can always restore all the states of the current UI role to their original values. For this example. When you select either a gradient or a hatch 1 pattern. Find and select the image file that you want to display. 6. gradient.CHAPTER 2 | STYLING AND THEMES 6. 4 5 6 2 3 • 28 | EPICOR SOFTWARE CORPORATION . The image size is not modified. To do this. You can edit the settings of each state as you need. Use the Fill button to indicate the main color displayed for the background of the state.

review the UI Roles – Other section later in this chapter. For more information. Transparent – Users can see through this color. Right. Click this button to display the Stretch Margins Editor. Click the Image Alpha drop-down list to select how the image displays. review the UI Roles – Other section later in this chapter. • • EPICOR SOFTWARE CORPORATION | 29 . Transparent – Users can see through the image. 9. 7 8 9 10. You return to the Properties Panel. Use this button to select a second color to use when the second gradient or hatch pattern color is not available. Use the Top. a second Disabled Fill button becomes available. the Margins button displays. If you select the Stretched layout mode. Click the Alpha drop-down list to select how the background fill colors display. 8. When you finish. in pixels. Use the Disabled Fill button to select what color is used when the main selected color is not available. 11 12 13 • • 12. Available options: • UseAlphaLevel – Select this option to use the Alpha Level defined on the Other section of the Properties Panel. for the image. 10 11. Opaque – Users see this color exactly as it normally appears. click OK. If the Background Fill is for a gradient or a hatch pattern. Opaque – Users see this image exactly as it normally appears. Bottom and Left values to define the margins. 13.STYLING AND THEMES | CHAPTER 2 7. Available options: • UseAlphaLevel – Select this option to use the Alpha Level defined on the Other section of the Properties Panel. For more information.

you return to the Properties Panel. Click the Alpha drop-down list to select how the border color appears to the user. Available options: 1. You can use the Border 3D button to select the color (from the Color Picker) of the three dimensional border. Available options: • UseAlphaLevel – Select this option to use the Alpha Level defined on the Other section of the Properties Panel. 3. click the Font Size field and enter the number you need. Click the Font Size drop-down list to define how large the font displays. If you want. 7. 4. 5. review the UI Roles – Other section later in this chapter. Click the Font Color button to display the Color Picker. Opaque – Users see this color exactly as it normally appears. 6. Transparent – Users can see through this color. 3. Click the Font Type drop-down list to select the specific font you use for this state of the UI Role. Available options: 1. 2. use this window to define a second color that this UI Role displays along its edge. color. The Color Picker window displays. 1 2 3 30 | EPICOR SOFTWARE CORPORATION . For more information. Use this window to define what color the current state of the UI Role uses along its edge. After you select the color. To do this. Click the Border 2 button to launch the Color Picker. and other font attributes for the selected state. style. 4 2 3 1 5 6 7 • • Set Font Attributes for UI Role Use the Font setting to change the font type. 2. you can also make the border appear transparent by clicking the Transparent button (the button with the red line through it) within the Color Picker. size. you can also make the border appear transparent by clicking the Transparent button (the button with the red line through it) within the Color Picker. Click the Border button.CHAPTER 2 | STYLING AND THEMES Set Border for UI Role The Border options define what the border of the state looks like. If you want. You can also use a size not available on this list. Use this window to define the color this font uses.

2. • • Set Foreground Image for UI Role Use the Image options to define how a foreground image displays within a component that uses this state. Click the Horizontal Alignment button to indicate the alignment that this text has in horizontal relationship within the borders of the component. Click the Vertical Alignment button to indicate the alignment that this foreground image has in vertical relationship within the borders of the component. use this window to select the backup color that you need. EllipseWord is selected. Available style buttons: • • • • Bold Italics Underline Strikethrough 7 6 5 4 5. Use the Disabled button to select what color is used when the main font color is disabled. Use the Font Style buttons to indicate whether any additional styling. Click the Vertical Alignment button to indicate the alignment that this text has in vertical relationship within the borders of the component. If the text does not fit within the component borders. or hatch pattern. Available options: • • • Top Middle Bottom 8 9 6. In this example. color. like bold or italics. Click the Image button to find and select the foreground image you want to display. an Open window displays that you use to search for the image file you want. 9. This image displays in front of any background image. is used with this font. For more information. review the UI Roles – Other section later in this chapter. When you select the File option. Use the Alpha drop-down list to select how the font displays on the component. you can specify how to display this text by using the Text Trimming dropdown list. indicating that ellipses display on the component to indicate that additional words cannot be displayed. Opaque – Users see this font exactly as it normally displays.STYLING AND THEMES | CHAPTER 2 4. Transparent – Users can see through this font. Available options: • • • Top Middle Bottom 3 2 1 4 EPICOR SOFTWARE CORPORATION | 31 . Click this button to display the Color Picker. Available options: 1. Available options: • • • Top Middle Bottom 7. Available options: • UseAlphaLevel – Select this option to use the Alpha Level defined on the Other section of the Properties Panel. 8. gradient.

Font. Opaque – Users see this image exactly as it normally displays. Transparent – Users can see through this image. To display the Resources options. As the level increases. and Image sections. To add a resource to this state. You can also convert a state into a resource that you can then use in another state. The second EpiShape resource has a Yellow gradient applied to its background. the first EpiShape resource has a Green gradient on its background.CHAPTER 2 | STYLING AND THEMES 3.(Minus) button. the current state of the UI role does not appear. review these previous sections for more information. Available options: • • • Top Middle Bottom 4. its settings take precedence over any resource that is below it. the state displays the Green gradient. To delete a resource from this role. 6 2 3 5 1 32 | EPICOR SOFTWARE CORPORATION . only applies to themed elements when the UseOsThemes property is set to TRUE. 2. Component Role Setting. however. 3. the state becomes more and more visible. Click the Cursor drop-down list to define how the mouse pointer displays when it hovers over a component that uses this state. • • Define Additional Options for UI Role The Other section contains additional options that do not fit in any of the previous sections of the Properties Panel. Border. If the value is set to 0. If you set this value to Transparent. The first EpiShape resource is higher on this list than the second EpiShape resource. The Background. 1 2 3 3. The Alpha Level defines how visible the selected color level is for this UI role. The value you select here. Click the Alpha drop-down list to select how the image displays on the component. review the UI Roles – Other section later in this chapter. a later section in this chapter. For more information. To use this section of the Properties Panel: 1. click the Down Arrow within the Resources section. Click the Horizontal Alignment button to indicate the alignment that this foreground image has in horizontal relationship within the borders of the component. Preview UI Role Use the Resources and Preview sections to both apply resources to the current state and preview how they display. Available options: • UseAlphaLevel – Select this option to use the Alpha Level defined on the Other section of the Properties Panel. click the + (Plus) button. 4. 4 For example. explains how you change these settings. click the . When a resource is higher in the list than another resource. 2. The Themed Element Alpha button is similar to the Alpha buttons found on the Background. you turn off the styling for this state of the UI role. Border. Because of this. Available options: 1. and Image sections all have an option that can use this Alpha Level value. Font. This property is a Component Role Setting that you can apply to all the UI roles within your theme. It is fully visible at Alpha level 255.

Click the Convert to Resource button to capture the appearance properties of the current state.STYLING AND THEMES | CHAPTER 2 5. select the resource and click either the Up button or the Down button. The current state of the role updates with the resources you define. 6. To change the order of precedence. a Button Style. Because this example is a role for UltraButtonDefault. The Preview section displays how the selected resource looks using the current settings. if you move the second EpiShape resource higher than the first EpiShape resource. 8. Click the Properties tab. Depending on the UI Role you select. the Yellow gradient now displays instead of the Green gradient. the list is grayed out. Continuing the previous example. The 3D Preview section displays what the selected resource looks like in three dimensions. 1 2. Click the Button Style drop-down list to select a style for this UI role’s buttons. 3 3. 9. STY EPICOR SOFTWARE CORPORATION | 33 . Click the Down Arrow next to the Preview button to review how these resources display. 7 8 9 Define Overall Styles for UI Role Use the Properties tab to define some overall values for the current UI role. or neither styles. so only the default border style can be used. 7. A resource is then created for these properties that you can then use in other UI role states. both styles. you can define a Border Style. To define overall styles for the UI role: 1. this drop-down list is available. click the Border 2 Style drop-down list and select a style. To select a style for this UI role's border. In this example.

you select the Inbox CheckBox component. In this example. You can now modify these settings as you need. In this example. To navigate and select a specific component role setting. The Properties Panel displays. Click the Roles tab. Notice that a Description of the selected property displays at the bottom of this section. 2 4 3 5 34 | EPICOR SOFTWARE CORPORATION . and Infragistics Components. 2 3 4 5 5. Both component types have settings that they share with other component role settings (Common Component Properties). Available options: 1. only one 1 behavior is available: the Resolution Order. Click the Categorized button to display the different categories available for the selected setting. Set Common Component Properties Use the first section of this window to modify any properties shared across all components. Select the component you want to modify. do the following: 1. Open the Component Role Settings folder. 1 Whether or not you change the common or component specific properties. In this example. it is the Settings for “Inbox CheckBox” window. In this example. you select the Inbox Components node. you are only changing the style of the currently selected component role. Click the Property Pages button to view any page information. To display these properties in alphabetical order. Inbox Components are interface items not included within the Infragistics® component set. 3. 2. they also have settings available only within individual components (Component Specific Properties). 4. 3. 2. You can select All Components.CHAPTER 2 | STYLING AND THEMES Manage Component Role Settings Use the Component Role Settings features to style both Inbox Components and Infragistics® Components. Inbox Components. click the Alphabetical button. 4.

When you change a Shared Object Role. if you select ControlThenApplication. If a drop-down list does not display. To manipulate a specific property. click the property’s row. 2. Click the Categorized button to display the different categories available for the specific setting. however. Any changes you make to these shared object roles are then passed along to all the components which use these object roles. you may enter a value within the text field. Use this property to define the order through which styling and component properties are resolved. 5. click the Property Pages button. For example. All options available for this property typically display in a drop-down list. Set Specific Component Properties Component Specific Properties are items available only for the selected component role. click the Alphabetical button. 2 3 1 5 4 Manage Shared Object Role Settings The Shared Object Role Settings node displays the objects used between multiple components.STYLING AND THEMES | CHAPTER 2 5. ResolutionOrder is a property unique to the Common Component Properties section. In this example. To view any page information. EditorWithMask. these editors pull from base UI classes like EditorWithCombo. you affect all the components that use the shared object. the style overrides any property settings defined on the control component with any settings defined within the application itself. For example. the Embeddable Editors display under this node. 4. however. All the options available for this property typically display in a drop-down list. To use this section of the window: 1. The rule to remember is that when you change a Component Role Setting. the BackColor description displays. EPICOR SOFTWARE CORPORATION | 35 . you only change the component. Notice that a Description of the selected property displays at the bottom of this section. you may enter a value within the text field. If a drop-down list does not appear. To display these properties in alphabetical order. To manipulate a specific property. click the property’s row. and EditorWithText. 3.

2. Open the Shared Object Role Settings folder.CHAPTER 2 | STYLING AND THEMES To navigate and select a shared object role setting: 1. The Properties Panel displays. 1 3 5 4 36 | EPICOR SOFTWARE CORPORATION . you may enter a value within the text field. To display these shared object properties in alphabetical order. 3. you select the DragDropIndicatorManager setting. click the Property Pages button. To use this section of the window: 1. BottomArrowImage displays. To manipulate a specific property. click the property’s row. All the options available for this property typically display in a dropdown list. Set Specific Properties for Shared Object Role Settings This section displays properties shared between several components. however. You can now make the changes you need to this component. If a drop-down list does not display. 2. 3. click the Alphabetical button. In this example. Select the setting you want to modify. Click the Categorized button to display the different categories available for the specific shared object setting. 1 2 3 4 4. Click the Roles tab. To view any page information. 2 5. Notice that a Description of the selected shared object property displays at the bottom of this section. 4. In this example. All the shared object roles display.

however. 1 2 4 3 5 5. The Component Role Settings window displays. you select the Button role. you can also launch a component Property Panel to immediately make the changes you need. 2. Modify Components in the Used By Section To leverage this functionality: 1. In this example. where you can make additional changes to this component. Because the Runtime Stylist is active. Use the Tree View to navigate to the role you want. When you select an item from this list. Select one of these components. Make the changes you need. you select the top UltraButton item. 4. 3. you display the Component Role Settings window. Role Selection As you make changes to the current theme. For more information about the options on this window. you can navigate through the user interface to see how the changes look. You can then make specific runtime changes to selected components as you see them on the interface. review the previous Manage Component Role Settings section. All the components that use this role display in the Used By section. EPICOR SOFTWARE CORPORATION | 37 . Use this tool to further refine your style. Select the UI Role you want to view.STYLING AND THEMES | CHAPTER 2 Components in the Used By Section The Used By section of the Runtime Stylist displays all the components that appear using the selected UI role. In this example.

the red gradient displays within each cell. save your theme. In this example. press the specific key on your keyboard. To launch the Properties Panel for one of these roles or filters. The Role Selection call out window displays. 4. you hold it over a cell in the grid. Continue to use the Role Selection tool to make all the changes you want on the interface. Launch a program that you want to review. The change immediately displays within the interface. 6 6. 7. When you finish your changes. 7 38 | EPICOR SOFTWARE CORPORATION . In this example. The Property Panel. you create a gradient that displays within the cells of every grid. Hover your mouse over a component you wish to update. so press 1 on your keyboard.CHAPTER 2 | STYLING AND THEMES Use Role Selection Tool To use the Role Selection tool: 1. This window displays all the UI Roles and Component Filters that define the selected component – in this example the grid cell. 2. you launch the Analysis Code Maintenance program. you want to change the look of each grid cell. In this example. Settings for 5 ‘GridCell’. In this example. displays. 2 3 1 5. 3. Make the changes you need to this UI Role. In this example.

1 2 Create a Child Style Filter To use Style Filter Management: 1. In this example. or parent. 3. 2. first highlight the parent style you want on the Tree View. If you want to create a new style filter for a different theme. 3 1 2 EPICOR SOFTWARE CORPORATION | 39 . This section also describes how you can create style filter combinations. plant. 4. Select the Create Child Style command. 4 2. You can create child style filters based on the original. as you can create a child style filter that is then the child of another child style filter. select Styling. theme. the Default style is selected. Right-click your mouse to display the context menu.isl file you want.STYLING AND THEMES | CHAPTER 2 Style Filter Management Use Style Filter Management to create filters to use within a specific theme. language. From the Options menu. The style filter functionality supports many styling combinations for the same theme. These filters limit these child styles so that their styling is only used within a specific company. The filters available for the current theme display in the Tree View. Select the Style Filter Manager. To create a child style filter. Launch Style Filter Manager To launch this program: 1. click the Load button to find and select the . or program.

VN30C. like panels. Enter a StyleSetName for this child style filter. different items display. all the companies within the application are listed. you enter Epicor Mfg . so you select the Epicor Mfg Chicago option.Chicago. you could enter values in these properties to limit this child style to specific interface items. the company ID. 11 40 | EPICOR SOFTWARE CORPORATION . A (New) style filter displays on the Tree View. 13. 9. If you need. The EpiStyles section defines the additional interface components that use this style filter – like the Message Box and the Navigation Control. The Description area displays an explanation for the currently selected property. 12. Select a FilterType. You can also define the EpiResources that use this child style filter. In this example. 7 8 9 10 11 12 13 11. 8. In this example. you select Company. 7. Define what item is affected by this filter. You next must select the Create resources if missing check box. In this example. displays. you leave these properties blank. 10. Available options: • • • • • Company Plant Language Application None 5 6 In this example. In this example. When users switch to this company. the interface displays using this child style. 6. Click Save. the OK shape. The new Name displays on the Tree View. To do this. Depending on the filter. This indicates that you can create the main EpiResource for this style filter. you can now create a child style filter for a specific company within the default theme.CHAPTER 2 | STYLING AND THEMES 5. This text changes as different items are selected. and so on. click the FilterTypeSelect drop-down list. The FilterValue displays the name that the application uses to identify the selected item. If you need. you can enter additional style values in these fields.

Right now. Select the theme that contains your child style filter.isl file. you select Office2007Calibri. The Save Style Library window displays. In this example. 2. The Open Style Library window displays. 16. 2 3 1 5 EPICOR SOFTWARE CORPORATION | 41 . this filter does not change anything. In this example. 4. 4 5.isl.STYLING AND THEMES | CHAPTER 2 14 14. You next must launch the Runtime Stylist to define the styling you want for this child style filter. 3. 15. Select the parent theme inside which you want to save your child style filter. Click Save. Click the Load button. however. you select the Office2007Calibri. Launch the Runtime Stylist (or Infragistics App Styler). 15 16 Modify Child Style Filter To complete the child style filter: 1. Click Open. Your child style filter is now saved within the parent theme.

When the Runtime Stylist displays. 7. and press the corresponding key. 9 9.Chicago. Highlight an area of the interface. 7 6 8 8. Make the changes to this item that you want. Create your child style.CHAPTER 2 | STYLING AND THEMES 6. click the Active StyleSet drop-down list and select Epicor Mfg . The Settings window displays. 76 42 | EPICOR SOFTWARE CORPORATION . you are changing the interface to shades of gray. For this example.

STYLING AND THEMES | CHAPTER 2 10. on the Main Menu.Chicago company. 10 11. To see how this styling choice looks. All the programs within this company display using this child style. STYLING 11 EPICOR SOFTWARE CORPORATION | 43 . launch a program within the Epicor Mfg .

You can continue to create child styles for all the other companies within your organization.CHAPTER 2 | STYLING AND THEMES 12. This happens because the child style filter applies only to the Epicor Mfg . and in this example. By leveraging this functionality. Notice that the default styling displays within this program. Access another company. you make it easier for users to identify different companies when they switch between them. you navigate to Epicor Corporation and launch Sales Order Entry.Chicago company. 12 13 13. 44 | EPICOR SOFTWARE CORPORATION .

most of the forms now display using the Spanish filter styling.STYLING AND THEMES | CHAPTER 2 Filter Inheritance Priorities Much like the roles use an inheritance hierarchy. Style Tracking is useful. when you are trying to apply a style to a specific component. 1 2 EPICOR SOFTWARE CORPORATION | 45 . select Styling > Style Tracking On/Off. however. for example. You cannot. This child style filter is now applied throughout your application because it is directly related to the Default filter. and this filter is a child style filter derived from the Spanish filter. you see the company filter styling. Style Tracking Another styling tool that helps you create your theme is Style Tracking. pass along styling from a Language style filter to a Company style filter. which displays the specific styling you created through this application style filter. Company 3. for example. 2. Here is the filtering hierarchy: 1. You next create a second Language style filter. Plant 4. you create an Application filter for Supplier. This turns Style Tracking on. Notice that this order of inheritance prevents certain parent-child relationships from occurring. You activate this tracking mode to find out the details for a specific interface component. The only form that does not is Supplier Maintenance. You can then override the inherited styling within a filter. Next. Activate Style Tracking To turn on Style Tracking: 1. It helps you find the details about a specific component that you can then modify within the Runtime Stylist. however. For example. Application Use this hierarchy to create many filtering combinations within a selected theme. you open the Supplier style filter again and modify it to be based on the Default filter. Now when you launch the application and use VN00C for the company. If you change the session to display the Spanish language. the child style filters use a similar system. by modifying a lesser priority. Default 2. which you call Spanish. the icon is highlighted. If Style Tracking is active. you first create a style filter for Company VN00C. Language 5. On the Main Menu. The styling defined on a filter that has a higher priority is passed down to a filter that has lesser priority. from the Options menu. Lastly.

The Control Type field indicates the application name for the interface component. In this example. To launch Theme Maintenance: 1. In this example. AnalysisCodeForm is displayed. and not change. you hold it over the Material check box. The Style Tracking list displays. 3. 4. 2. this control. You can then use this information to locate the UI role for this component within the Runtime Stylist. If this value is set to True. Use this tool to add. The Theme Maintenance program displays. To view the style tracking information: 1. 1 2 4 3 5 7 6 Theme Maintenance Use Theme Maintenance to manage all the themes you want available throughout your system.CHAPTER 2 | STYLING AND THEMES View Style Tracking Information Now styling information displays for all selected components on the interface. 2. From the Options menu. chkMaterial is displayed. The StyleSetName indicates which StyleSet is currently used for this component. For this example. 1 2 46 | EPICOR SOFTWARE CORPORATION . In this example. 5. and delete themes. The Control Name displays the specific application name for the current component. The next sections describe how you use this tool. Select the Theme Maintenance option. The Read Only value indicates whether users can manipulate this control. select Styling. The Top Level Control field defines the main component that contains the selected component. You can also select a default theme for all the client installations linked to your application server. export. 6. the EpiCheckBox control type is displayed. Hover your mouse pointer over an interface component you want to review. users can only view. 7.

1 2 2. 4. In this example. 1. Click Open. Select the file you want to import. From the Actions menu. click the Look in: drop-down list or the Navigation Shortcut icons to navigate to a different folder. Notice that this window automatically defaults to the Styles folder. 3. you first import the themes you want to manage into Theme Maintenance.isl. 5. They can then be loaded into this program. select Import Theme. 3 5 4 6 EPICOR SOFTWARE CORPORATION | 47 . you select ArcticBlue. If you need. 6.STYLING AND THEMES | CHAPTER 2 Import Theme in Theme Maintenance To begin using this program. The Open window displays.

10 11 12 14 13 48 | EPICOR SOFTWARE CORPORATION . select the theme or themes you want to import. Click Search. 13. You return to Theme Maintenance. 8 9.CHAPTER 2 | STYLING AND THEMES 8. 12. this confirmation message displays. Click the Name button. Click OK. click the Select All button. If you want to import all the available themes. Click OK. If the theme was successfully imported. 9 10. Within the Search Results grid. 11. The Theme Search program displays. 14.

you can enter a different description in this field. This theme is automatically downloaded to all client machines within your system.isl file. The Description field displays the brief explanation of the selected theme. 15 Manage Themes in Theme Maintenance To manage all the imported themes: 1. The Name field displays the filename for the selected . EPICOR SOFTWARE CORPORATION | 49 . the corresponding theme is automatically loaded when the user logs into the client application. If you want. 4. you can change the style’s name. select the theme you want. Any changes made on the server to these themes (through the Runtime Stylist) are automatically updated on all client applications. They do this by defining the Style parameter within the Configuration File. In the Tree View. The selected themes display within Theme Maintenance.STYLING AND THEMES | CHAPTER 2 15. If you need. select the Distributable check box. 2. 8 1 2 3 4 5 6 7 If users set up their Configuration Files to use specific server themes. To make this theme available to all your client installations. 3.

To record your changes to the theme. select Make Theme Default. As previously described. 2 1 3. any changes made on the server to these themes (through the Runtime Stylist) are automatically updated on all client applications. Verify that the Distributable check box is selected. A window displays indicating that this theme is selected as the default. if any customized program is set up to use a specific server theme. Set up Default Theme in Theme Maintenance To indicate that the current theme is the Default Theme for the application: 1. For more information about the Style parameter within the Configuration File. 1 5. The Last Updated field displays the date on which the theme was last modified. 3 2 50 | EPICOR SOFTWARE CORPORATION . For more information about the styling override options on a customized control. the corresponding theme is automatically loaded when a user launches the customization.CHAPTER 2 | STYLING AND THEMES Likewise. review Chapter 1: Startup Configurations. review Chapter 5: Advanced Customization. From the Actions menu. 8. The application uses this number to identify the style. 2. The Last Updated By field displays the identifier of the user who previously updated the theme. The Version field displays the theme version number. 6. click Save on the Standard toolbar. Click OK. 7.

The Default Theme icon now displays on the Detail sheet.STYLING AND THEMES | CHAPTER 2 4. from the Actions menu. STYLING AND THEMES | 5 EPICOR SOFTWARE CORPORATION | 51 . Only one theme can be selected as the default for your application. 4 5. You can also remove the Default status from a theme. If you select another theme as the default. To do this. select Clear Theme Default. Any client installations set up to display the default automatically uses this theme. the previous theme is no longer defined as the default.

click Save on the Standard toolbar. To export a theme into a folder: 1. To record your changes to the theme. 8 2 1 52 | EPICOR SOFTWARE CORPORATION . 2. 7 6 Export Theme in Theme Maintenance If you have created a theme that you want to make available throughout your organization.CHAPTER 2 | STYLING AND THEMES 6. The Default Theme icon is no longer displayed next to the Name field. select the theme you want to export. In the Tree View. 7. select Export Theme. you can export it into a folder you select. From the Actions menu.

isl file is exported into the new folder. select the theme you want to remove. click Save. 6. Another user can now import it into their application using Theme Maintenance. 4 5 6 Delete Theme in Theme Maintenance You can also use Theme Maintenance to remove themes from your application. 2. When you finish. A deleted theme is no longer available to the client installations linked to your server. The theme . You can do this by using the Save in: drop-down list or the Navigation Icons on the left.2 1 2 1 EPICOR SOFTWARE CORPORATION | 53 . Enter a File name for the exported theme.STYLING AND THEMES | CHAPTER 2 3. 3 4. Click the Delete button on the Standard toolbar. Navigate to the folder to which you want to export the theme. To delete a theme: 1. The Save As window displays. In the Tree View. 5.

All areas within the interface then automatically return to the default styling defined for the application. To use this feature: 1. 3 4. 2. 2 1 54 | EPICOR SOFTWARE CORPORATION . From Options menu.CHAPTER 2 | STYLING AND THEMES 3. select Styling. The interface changes back to display the default theme. A message appears asking if you want to delete the record. 4 Default Theme Retrieval You can restore the original default theme by using the Unload Style Theme command. Select Unload Style Theme. Click Yes. The theme no longer displays on the Tree View.

and a Button_Pressed.png. make graphics that are 22 width x 18 height pixels in size. You should make three graphic files – a Button_Normal. You then indicate that this theme becomes the default for all of your client installations. To create button graphics that work well with this example.png. To begin this case study. On the Main Menu.STYLING AND THEMES | CHAPTER 2 Case Study – New Button Theme This section now guides you through a case study of a detailed example of styling. you have created a series of graphic files (within a graphics editing application) that you would like to use for button states throughout the application. 1 Create the Style Library You first must create the style library for your new theme: 1. a Button_HotTracked. Be sure to place these graphic files within a folder that you can then access through the Runtime Stylist. from the Options menu. 1 \ EPICOR SOFTWARE CORPORATION | 55 .png. Use this example to better understand how you can create your own themes to use throughout your organization. You leverage the styling functionality to create a new theme that uses these button graphics. select Styling > Runtime Styler.

Settings for “UltraButton”. 6 7 56 | EPICOR SOFTWARE CORPORATION .CHAPTER 2 | STYLING AND THEMES 2. Expand the Component Role Settings node. These settings are then applied to nearly all the buttons within the application. 4. Select the UltraButton component. The new Style Library is created. 1 2 3 4 5 5. Expand the Infragistics Components node. 3. 2. 7. Click the Roles tab. To define the Component Role Settings: 1. 2 3 Define Component Role Settings Now change some component role settings for the UltraButton component. Click the New button. 6. Set the UseFlatMode property to True. The Runtime Stylist window displays. 3. Change some Common Component Properties on this window. The Property Panel. displays.

3. 9. displays. 6. This indicates that you are modifying the Normal state for the Button UI role. 1 2 3 4 4. Set the UseOsThemes property to False. Expand the Base node. expand the UI Roles node. EPICOR SOFTWARE CORPORATION | 57 . Close Settings for 'UltraButton'. Verify that the Normal tab is selected. Select the Button UI Role.STYLING AND THEMES | CHAPTER 2 7 8. Settings for ‘Button’. 9 8 Define UI Role Settings To change the settings for the UltraButton UI Role: 1. 2. 5 6 5. This indicates that you override the styling from a base role. The Property Panel. Click the Background Fill Color button. Within the Roles tab.

8. Now the Border Fill Color button displays the Transparent icon. Notice that the Transparent icon now displays within the Background Fill Color button. The Color Picker window displays. 11 12. click the Border Fill Color button. 9 10 11. The Color Picker window displays. 8 7 9. 10. Within the Border section. H APTER 2 | STYLING AND THE 12 MES 58 | EPICOR SOFTWARE CORPORATION . Select the Transparent button (the button with the red line through it).CHAPTER 2 | STYLING AND THEMES 7. You return to the Settings for “Button” window. Click the Transparent button again.

In this example. PTER 1 2 2. Within the Background section. you select the Button_Normal. select the Stretched option. STYLING AND THEMES | 6 7 EPICOR SOFTWARE CORPORATION | 59 . Click Open.STYLING AND THEMES | CHAPTER 2 Select and Size the Image To select the specific button graphic file to use for the Normal state of this UI role: 1.png file. Navigate to where you previously saved the three button states graphics you created. You return to the Settings for ‘Button’ window. APTER 6. click the Background Image button and select the File option. 7. The Open window displays. Click the drop-down list. APTER 3. 3 4 5 5. Select the Layout Mode button. Select the first button state. 4.

A Margins button step displays. enter 5. To make sure all the buttons throughout the application use this same state. enter 4. In the Right Margin field. some buttons do not use your new normal state.CHAPTER 2 | STYLING AND THEMES 8. In the Top Margin field. In the Bottom Margin field. 2 3 1 60 | EPICOR SOFTWARE CORPORATION . Select All Components. enter 5. 10. 13 10 11 12 14 Globally Save the Styling Because you only selected the UseFlatMode option on the UltraButton component setting. 8 9. enter 4. 3. Click OK. Expand the Component Role Settings node. 12. To modify the Component Role Setting: 1. you need to modify a Component Role Setting. The Stretch Margins 9 Editor window displays. 13. Return to the Roles tab. Click this button. 2. 14. 11. In the Left Margin field.

Set both the Background Fill Color and the Border Fill Color buttons to Transparent. 4 6. launch the Property Panel. again. you indicate that your HotTracked graphic is used for this button state. This indicates that you override the styling from a base role. EPICOR SOFTWARE CORPORATION | 61 . 1 2 2. Click the Image button and select your HotTracked. Set the UseFlatMode property to True. Now all the buttons throughout the application use your new Normal state. The Settings for “All Components” window displays. Settings for ‘Button’. Be sure 4 to select the Hot Tracked tab. 5 6 Modify Hot-Tracked State Repeat these steps for the button component’s HotTracked state. 5. If you need.png file. Return to the Roles tab and navigate to the Button component. Select the Layout Mode to Stretched. Here’s how: 1. 3 5 6 4. Set the UseOsThemes property to False.STYLING AND THEMES | CHAPTER 2 4. 5. 3. During these steps.

click the Pressed tab. In the Property Panel. 4. 2 4 5 5. Click the Margins button and use these values for the margins: • • • • Left – 5 Top – 4 Right – 5 Bottom – 4 You now have updated the HotTracked state for buttons throughout the application. Settings for Button. Set both the Background Fill Color and the Border Fill Color buttons 3 to Transparent. 3. Click the Image button and select your Pressed. 62 | EPICOR SOFTWARE CORPORATION . Modify Pressed State To modify pressed state: 1.CHAPTER 2 | STYLING AND THEMES 6. Select the Layout Mode to Stretched. Click the Margins button and use these values for the margins: • • • • Left – 5 Top – 4 Right – 5 Bottom – 4 You now have updated the Pressed state for buttons throughout the application.png file. 1 2.

from the Options menu.STYLING AND THEMES | CHAPTER 2 Save the Style Library You have finished creating the button styling. 2 4 5 Set New Theme as Default The new theme is now ready to become the default look for all of your client installations. 5. Click Save. Enter a File Name for this theme. 4. The Save Style Library window displays. It then becomes a theme you can select for the application. Click the Save As button. Click the Style Library tab. To save a style library: 1 1.isl. 2. For this example. 1 EPICOR SOFTWARE CORPORATION | 63 . so you must save this style library. 3 3. To set a new theme as default using Theme Maintenance: 1. select Styling > Theme Maintenance. On the Main Menu. you enter GrayButtons.

To do this. 6 7. select Import Theme. 4 5 6. from the Actions menu. Select the GrayButtons. To the confirmation message.CHAPTER 2 | STYLING AND THEMES 2 1 22. 3. The Theme Maintenance window displays. 5. 3 4. The Open window displays. You first need to import the GrayButtons theme into Theme Maintenance. 7 7 64 | EPICOR SOFTWARE CORPORATION . click OK. Click Open.isl file.

12. 10. You return to Theme Maintenance. select the GrayButtons option. 9 11. 8 9. The Theme Search window displays. From the Search Results grid. Click OK. Click Search. 10 11 12 EPICOR SOFTWARE CORPORATION | 65 . Click the Name button.STYLING AND THEMES | CHAPTER 2 8.

The GrayButtons theme is now the default for the application. you can change this back within the Configuration Settings File. When a client is first installed. 13 14 16.CHAPTER 2 | STYLING AND THEMES 13. you update the Styles setting. click OK. To make this theme the default for the application. The GrayButtons theme now displays within Theme Maintenance. 16 17. 17 18 66 | EPICOR SOFTWARE CORPORATION . however. The Default Theme icon displays. To the confirmation message. 15 14. Click the Exit button to close Theme Maintenance. select Make Theme Default. review the Configuration Settings File section within Chapter 1: Startup Configurations. 15. If a client installation no longer uses the default theme. 18. from the Actions menu. To do this. This indicates that all the client installations on your system can use this theme. To learn more. Select this theme’s Distributable check box. it is set up to use the default theme.

To see your new theme in action. The Navigation buttons at the bottom of the Main Menu display using this style. 3. This happens because you defined these different states within the Runtime Stylist. the Pressed. you can see how this new theme is incorporated into the interface. Notice that the bottom and left side sliders now contain thumb buttons that use your new button style. Launch a program. When the Main Menu appears. the Styling functionality is a dynamic tool that you can use to create interface themes unique for both you and various areas within your organization.STYLING AND THEMES | CHAPTER 2 View the Theme The button theme is now the default look for the client installations throughout your system. The Arrow buttons use the button style. Some changes are on the Main Menu. 1. close the application and then launch it again. When you hover your mouse over a button. As this case study demonstrates. The button graphics display for all the various sized buttons because you selected the Stretched Layout Mode.png graphic displays. 4 EPICOR SOFTWARE CORPORATION | 67 . Any client installations set up to display the default style automatically use this theme.png graphic displays. When you click a button. 1 2 3 4. the HotTracked. You will see that all buttons in the application use the gray button styling. 2.

CHAPTER 2 | STYLING AND THEMES 68 | EPICOR SOFTWARE CORPORATION .

if a user logs in to another workstation. Because of this. you explore the personalization tools you can use to refine the interface and make your daily routine more efficient. their personalizations are automatically downloaded and cached to that computer. Use the Personalization tools to modify any program’s interface to maximize your workspace to better match the tasks you perform every day. and imported back in to the application for another user. it can be exported from the software. In this chapter. Some users may want to change the order of columns on a grid. Advanced personalization options are only available to those users with user account personalization privileges. Once a personalization is created. The flexibility of the software enables every user to tailor the interface to suit their business needs and maximize their efficiency.PERSONALIZATION | CHAPTER 3 Chapter 3 Personalization Personalization is defined as any change made to the application that only affects a specific user’s interface. This chapter ends with a discussion on advanced personalization. Personalizations are stored by individual user and do not affect any other users on the system. Others may want to add more options to a program’s status bar. It is important to understand that personalizations are stored on the server and not on each individual user’s machine. Every user has different needs. Epicor’s application can be set up to reflect these individual needs. EPICOR SOFTWARE CORPORATION | 69 .

2. 1. The selected program displays. 3. The Menu Bar is located on the 1 top of the interface and 2 contains four menus. the File menu. When you select the View menu from the main menu. This displays the contents of each folder as you navigate through the main menu. To use this feature. the History Toolbar. View menu. thus making you more efficient. 5. 1 2. which is described later in this chapter. The Menu Items Pane is located on 6 the left side of the main interface and contains access to Menu Groups and Favorites. You can change the organization of the main interface to quickly access the programs you frequently use. 4. the application displays all the modules through a series of folders and program icons in both the Main Menu pane and in the Menu Items pane. 6. you are presented with the main interface. select a program from this list and click the Go button. The Status Bar displays along the bottom of the interface.CHAPTER 3 | PERSONALIZATION Personalize the Main Menu Interface Several personalization options are available at the system level or main interface. The Standard Toolbar contains buttons you use to change your current session. Menu Items. 3 5 4 The View Menu You can personalize the main interface in several ways. and you can decide to display or hide certain elements of the main menu including the Favorites Bar. The Favorites tab is where you can create personal favorites menus for your frequently accessed programs. The Contents Pane is located on the right side of the main interface. the Full Tree. The View menu can be used to select interface functionality that displays by default when the application is first launched. When you first log in to the application. The Menu Groups sheet contains a series of folders by which you navigate through the application. When the Full Tree option is selected. 1. and the Status Bar. You can choose to display large or small icons. options that change the default view of your main menu are available. 2 70 | EPICOR SOFTWARE CORPORATION . The History Toolbar contains a dropdown list that displays recent programs you have launched. These icons are also accessible from the Options menu. Options menu and the Help menu.

you can deselect the Menu Items view. If you do not want to display the contents of the main menu folders in the Menu Items pane. 6 7 EPICOR SOFTWARE CORPORATION | 71 . When you select the Large Icons option from the View menu.PERSONALIZATION | CHAPTER 3 4 3. When the History Toolbar is selected. 7. you use the Full Tree to navigate to all folders and programs in the application. The Icon Level pane is found on the right side of the main interface. Throughout this user guide the Full Tree and Menu Items views are used in all the menu displays. 4. 5 6. 3 5. the application displays folder contents as large icons in the Menu Items pane. a drop-down list displays on the main menu that contains programs that you have recently accessed. The Main Menu pane is found on the left side of the main interface. When you do this.

CHAPTER 3 | PERSONALIZATION

8. When you select the Status Bar option from the View menu, the Status Bar displays at the bottom of the main interface. This bar contains information such as current company, location, language and other details about your current session.

8

The Options Menu
The Options menu contains settings you use to change your current company, plant, language, and so on. It also contains user preferences you leverage to personalize the Status Bar on your main interface. You can also save personalized settings automatically when exiting the application. The Options menu also contains access to the application’s Styling functionality which gives you complete control over the look and feel of the entire interface. You can use this toolset to display a pre-built design, or theme, from the options installed with the application. The Preferences command controls specific elements that display on the Status Bar of the main interface. You can also add a tab to the Main Menu for displaying dashboards and web sites. Additional options are available at the program level to modify the status bar for a particular program. Program Options are discussed later in this chapter.

Modify the Status Bar on the Main Interface The Preferences command on the Options menu controls specific elements that display on your status bar of the main interface. To modify the status bar on the main menu: 1. From the Options menu, select Preferences.

1

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PERSONALIZATION | CHAPTER 3

2. In the Preferences window, select the elements to display on the status bar. Notice you can place the current User ID, Language, Company, Plant, Server, and Workstation on the status bar. 3. You can click the Clear History button to remove the history from the History Toolbar.

3

2

4. Select the Tabs sheet to add a new tab to the main interface. 5. Click the New button to create a new tab that displays a Web Browser. 6. Enter the text you want to display on the tab in the Tab Caption field. In this example you enter Epicor.com. 7. Select Web Browser in the Type field. You can also select the Dashboard Type to display a system dashboard on the main menu. 9 8. Enter the web address you want to display in the Content field. If you have chosen Dashboard in the Type field, the Content field contains a list of Dashboards in the application for you to select. 9. Click OK. 4 5 7 6 8

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CHAPTER 3 | PERSONALIZATION

10. Review the changes on the Main Menu to verify it displays the items you need.

10

Save Settings on Exit
The Save Settings on Exit option automatically saves any settings you have changed on your View menu when you exit the application. By default, this option is enabled for every user. It causes the application to track which folders were expanded in the Folder List when the user closed the application. Folders still expanded on exit are then expanded again at login. Once you have set a default folder, disable the Save Settings on Exit option. If you do not, the interface always opens to the last folder you had open before you quit the application. 10 For example, if you regularly use Opportunity / Quote Entry and would like this program’s folder to be expanded at login, open the main interface to the Quote module’s General Operations folder. Verify the Save Settings on Exit option is selected, and exit the application. The next time you login, the main interface opens directly to this folder. Now disable this option, and the Main Menu always opens to the Quote Module folder. Any recent change made to the Folder List interface are saved only when you enable this option. Notice that you can automatically restore the Main Menu interface to its default view by selecting the Reset Layouts to Base option. You can also restore the Main Menu to the version you previously saved by selecting the Reset Layouts to Last Saved option.

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Enter the User ID of the User you want to grant the Personalization Privileges. The Favorites Bar can also link to external programs and files. 4 2 4. Favorites Bar User Privileges To modify the Favorites Bar.PERSONALIZATION | CHAPTER 3 The Favorites Bar You can quickly access an internal program without having to navigate through the Folder List. such as Microsoft® Word® and Excel®. 1 2. you must select the Can Allow Favorites Programs check box on the Options sheet in User Maintenance. Main Menu Path: System Management > Company Maintenance > User To give a specific user rights to modify the Favorites Bar: 1. Select the Can Maintain Favorites Programs check box. The Favorites Bar is a place on the main interface where you can store the programs you use regularly. Click the Options sheet. 3. 3 EPICOR SOFTWARE CORPORATION | 75 . Click Save on the Standard toolbar and exit the program.

browse to the program or file you want to add to the Favorites Bar. Click OK. 2. Select Add to Favorites Bar from the content menu. 3 1 2 Add External Shortcuts to the Favorites Bar You can also add external shortcuts to the Favorites Bar that open any applications or files that are stored on your network. In the Properties dialog window. 2. Right-click the Favorites Bar and select Add New Shortcut from the context menu. 3. To add an internal shortcut to the Favorites Bar: 1. To add an external shortcut that opens Internet® Explorer® to the Favorites Bar: 1. Right-click the program name from the menu.CHAPTER 3 | PERSONALIZATION Add Internal Shortcuts to the Favorites Bar You can add internal shortcuts to the Favorites Bar that open any program in the Epicor application. 4 76 | EPICOR SOFTWARE CORPORATION . 2 3. The Internet Explorer shortcut icon now displays on the Favorites Bar. 1 3 4. The icon for the shortcut now displays on the Favorites Bar.

In this example. 1 3. you can group programs by modules or create a group for a workflow that contains specific tasks. any favorite groups and shortcuts you add can be removed or renamed. Right-click the Favorites Bar and select Add New Group from the context menu. Click New Group to rename it in the Favorites Bar. 2.PERSONALIZATION | CHAPTER 3 Create Favorites Groups Shortcuts on the Favorites Bar can be organized into Favorite Groups. Later if you want to make changes. To add a new favorite group to the Favorites Bar: 1. For example. the group is called Reports. 2 3 EPICOR SOFTWARE CORPORATION | 77 . You can change the name of this group by using the Rename Group option. Enter the New Group name.

click the Tools menu. The Memory Cache option is located in the program’s Options window. Select Options. To access the AutoLoad options. 1. be sure you disable this feature. it displays faster. right-click a Favorites Group. Two AutoLoad options are available on the Favorites Bar. While the programs within the Favorites Group are loading in the background. The AutoLoad feature uses some of your system memory. To do this. you can continue to do other things like answer email or web browsing. all the programs contained within the favorite group are temporarily selected for memory caching. 1. 2. AutoLoad this Group . Memory Caching When you select an Autoload option for a favorites group. The Memory Cache check box appears on the General tab. as it displays faster when you launch it again during the current session. all the programs contained within the favorite group automatically are selected for Memory Caching. This program automatically loads selected programs in your workstation's memory. You should not select every program for AutoLoad. or Language are changed during the current session.This option causes memory cached programs to re-load into memory when the User. Each program can then be pre-loaded into memory during the current session so when you launch one of these selected programs. the application takes longer for the login process. You can do this from either the Main Menu or a context menu. This improves the program’s performance in Run Mode.CHAPTER 3 | PERSONALIZATION AutoLoad Favorites Groups You can improve the performance of Favorites Bar programs you use the most by using the AutoLoad feature. 1 2 Before you personalize or customize a memory cached program. press the [Shift] key on the keyboard and then launch the program. After any program is launched (in this example the Part Maintenance form has been launched).Automatically loads favorites group programs into your workstation’s memory when you log into the application. When you select an autoload option for a favorites group. When the AutoLoad option is enabled. an icon appears on your workstation’s system tray. as this feature uses some of your system memory. Company. While programs autoload. 2. 1 2 78 | EPICOR SOFTWARE CORPORATION . AutoLoad on Session Changes . Additional information on this option is reviewed in the Options section of this chapter. Each program can then be pre-loaded into memory. Plant.

3 4 5 6. 2. one session of the program can have memory caching active. You can personalize each program’s interface so it displays the configuration that works best for you. You can then customize the program while its cached version is still in use. clear the Memory Cache check box. and Chapter 6: Customization Utilities. You can have the same program open multiple times. The Options window displays. Exit the program. Once the options are selected from this window. In addition. 2 1 EPICOR SOFTWARE CORPORATION | 79 . Click the Tools menu. Personalization Options Window Many of the program level personalization features are found in the Options window from the Tools menu in a specific program. review Chapter 4: Basic Customization. 4. For example. they become the default standards that are used each time the program is run. Main Menu Path: Sales Management > Quote Management > Setup > Customer 1. On the General tab. To learn more about Customization. Click OK. In the following example. Customer Maintenance is used to demonstrate the personalization options. this window has several global settings that affect every program. 5.PERSONALIZATION | CHAPTER 3 3. 6 Personalize the Program Interface The program interface has many personalization features available. Chapter 5: Advanced Customization. Select Options. while another session of the program can turn off this function.

improving this program’s performance. and tree view personalizations save when you close the program. All the program’s fields are blank and you 4 must search for an existing record or create a new record. 5. Select True to display the ribbon on the current program. You need to disable memory caching before you can customize or personalize a program. consider using a Named Search to retrieve a filtered list of records instead of the whole table. grid. No Action . If this option is selected on several programs. Show Ribbon Override – Indicates whether the program toolbar displays as a ribbon instead of a series of drop-down menus. you would select the Save Layouts command from the Options menu of the main interface. 7. 6.The options in this group cause specific actions to occur as the program (form) launches. or selected manually from the search window. Auto Load Search . For example.The interface layouts of a program’s grids and sheets can be changed during a session. the search form displays automatically without having to click a button to manually launch the search. A Named Search is search criteria previously defined and saved. The next section. To disable memory caching. toolbar. Only select this option for programs program you use most frequently. When you exit the application. Available options: • Save Dock Layouts: This option saves all the position changes you make to a program’s sheets. these options are enabled in every program. If you specify a named search (from the drop-down list) in conjunction with this Auto Load Search setting. provides more detail about this feature. 1. it appears faster. Auto Populate Data . To save these changes for the next session. If you want to auto populate a program with many records. These options determine whether your sheet. The two Save Layouts options found in a program’s Options dialog box control whether or not these changes are saved for a specific program. hold down the [Shift] key on the keyboard and then launch the program. your computer may run low on memory. using the Auto Populate option in Job Entry or Part Maintenance is not recommended. the Named Search field in the search form populates with that search. the search form loads and waits for entry. Named Searches are discussed in greater detail within the Searches chapter in the Epicor ICE Tools User Guide. this option causes the program (form) 1 to launch normally. This program only stays in memory during the current application session. As The Form Opens . 2. Special actions are also available. When Auto Load Search is selected without specifying a Named Search. This can be done from either the main interface or a context menu. Memory Cache . impacting its performance. The next time you launch this program. 4. This can take a very long time to launch the program. the program executes a search (the search form does not display) and 6 selects all records to return them to the program.When a program is launched with this option enabled. This can be automatically launched with the Auto Load Search option. Personalizing grid layouts is discussed later in the chapter.When 5 Auto Populate Data is selected. such as automatically launching the Search window when you activate the program. The files in these programs tend to be very large with many records. You can change the order in which columns are displayed within each grid and also resize the grid’s column. On Save Layouts .Select this option to cause the current program to stay in your computer’s memory after it closes. Personalizing sheet layouts is discussed later in this chapter. 80 | EPICOR SOFTWARE CORPORATION . 3. 2 3 7 8 9 10 11 The form takes longer to open when the auto populate option is selected since the program is also executing a search and loading every record found in the data table. • Save Grid Layouts: This option saves changes you make to a program’s grid layout. Ribbon Interface. By default.When selected. the program is also removed from memory.CHAPTER 3 | PERSONALIZATION General Options The General tab contains options that affect the entire program.

Select the Zone Indicator check box to define the color used for displaying any BAQ zone indicators on a program. 10. 9. Click OK. 12. notice all required fields become highlighted on the interface. Users hold their mouse over the BAQ zone indicator to display a tooltip of the BAQ results for the current value of the field (if any). Any sheet tabs that contain required fields are also highlighted. and paste text as well as open related programs. copy.PERSONALIZATION | CHAPTER 3 8. For example. Context Menu . 11. a context menu can be accessed by right-clicking on the field. the Context Indicator check box causes the interface to show which fields have Context Menus. If you want to indicate which fields need data before a new record is saved. the BAQ zone can display different results. a triangle displays in the upper right corner of the field. select the Required Field check box. Depending on the columns the BAQ returns. 12 EPICOR SOFTWARE CORPORATION | 81 .When selected. The field’s context menu displays. The BAQ Zones section describes how to create and display BAQ zones. you could have a BAQ zone display the current customer’s web site. After you exit the Options window. review Chapter 6: Customization Utilities. If the field has a context menu. For more information on creating business activity query zones. When a field displays a Context Indicator. you can use it to cut. You can also personalize the color of the Context Indicator triangle by selecting a color from the drop-down list.

1. The ribbon displays on your program. navigation arrows. 5 82 | EPICOR SOFTWARE CORPORATION . 1 2 3. In the following example. 3 4 5. Click OK to close the Options window. The ribbon interface groups together related functions and links for easy access. and file editing tools. 4. This feature is available from the Options window of the Tools menu for any program. From the Tools menu. Main Menu Path: Sales Management > Quote Management > Setup > Customer 2. select Options. Click the Show Ribbon Override drop-down list and select True. Customer Maintenance is changed to display the ribbon interface.CHAPTER 3 | PERSONALIZATION Ribbon Interface You can cause the top of each program window to display a ribbon interface instead of a series of menus. The Main tab contains buttons that launch Action programs specific to your program. Navigate to Customer Maintenance.

You can also use this tab to access the application help and support resources available from Epicor. <Alt> 5. It also contains the methods by which you can send the files created within the current program. The Support tab contains buttons you use to launch customization. 6 7. To hide the ribbon from constantly displaying. select the Show Below the Ribbon option from the Quick Access toolbar. Click the Short Cut drop-down list and select the keyboard combination you want to use for the command. This sheet also contains controls you use to globally define specific functions. Undo. The Hot Keys sheet is where all shortcut key combinations are defined for the current program. To maximize the ribbon again. To define a Form Hot Key: 1. and so on. and translation tools. 7 8. clear the Minimize the Ribbon option. Hot Keys Options Use Hot Keys (shortcut keys) to quickly navigate through the interface with keyboard options. To display the Save. Edit. Global Options are discussed later in this chapter. personalization. but the options do not appear unless you click the specific tab. 1 2 EPICOR SOFTWARE CORPORATION | 83 . 8 9 9. like search and entry programs.PERSONALIZATION | CHAPTER 3 6. select the Show Above the Ribbon option from this toolbar. Available options include <F4>. The Links tab contains buttons that launch programs related to the current program. and so on. select the Minimize the Ribbon option. These shortcut key combinations are then used on the current form. Select a Command from the dropdown list. The tabs still display. and Exit buttons below the ribbon. To place these buttons above the ribbon again. Delete. <Shift><F2>. 2. Available options include New.

a confirmation window automatically displays. Update . a confirmation window displays. 4.A confirmation window displays when you delete a record. You must acknowledge the message before you can continue to use the program. 3.A confirmation window displays when you create a new 2 record.When a current record is edited and one of the selected conditions occurs.CHAPTER 3 | PERSONALIZATION Dialogs Options The Dialogs sheet contains a series of tabs that indicate when data can be verified for specific actions that occur within the program. These actions (or tabs) indicate the type of action which can trigger a dialog window: 1. 84 | EPICOR SOFTWARE CORPORATION . When a selected action activates. Delete .A confirmation window displays when you remove the results of a previous action on the program. You can also change the Image (icon) and the Display Column (field) that displays in the Tree View as well. Tree View Options Use the Tree View sheet in a program’s Options window to change the text that displays within a program’s Tree View. 1 3 4 2. Add New . Undo .

and so on. Launch Enterprise Search with – Use this shortcut combination to launch the Enterprise Search functionality. These options can be different from the status bar options that display on the Main Menu. Select the Status Bar Panel options you want to display on programs. EPICOR SOFTWARE CORPORATION | 85 5 6 7 1 2 3 4 . Click the Border Style and Panel Border Style drop-down lists to personalize these items on the interface. 6. purchase order. Launch Search with .PERSONALIZATION | CHAPTER 3 Global Options . AR invoice. review the Searches chapter in the Epicor ICE Tools User Guide. <Shift><F2>. Launch Maintenance with – Use this drop-down list to define the shortcut used to launch the maintenance program for a selected field. Available options include <F4>. Delete. Available options include New. Click the Short Cut drop-down list and select the keyboard combination you want to use for the command. This short cut key combination is then used to launch this program function throughout the Epicor application. You can then use both the Tab and Enter keys to move through the fields.Select this check box to indicate you want to use the Enter key to move through each program's fields. 5. Handle [Enter] as Tab .Define the global shortcut you want to use to launch a search from a selected field. several additional global options are also available: 1. 4. 3. and so on. customer. Select a Command from the dropdown list. You can search on any record within the Epicor database – like a part. and other program commands. For more information on Enterprise Search. 2. <Alt> 5. This search application retrieves indexed content from your Epicor application. Edit. 1.Status Bar Use the Global Options sheet to personalize global Hot Keys and modify the Status Bars that display in every program. 1 2 Global Options .Hot Keys You can define shortcut keys used throughout the application on the Hot Keys tab. In addition to defining shortcuts. 2.

Click OK to save your changes and exit the Options dialog window. Depending on the columns the BAQ returns. 8. The order of the tabs within a sheet can be changed by clicking and dragging the tab to a new position. Modify Sheet Tab Order Each sheet displays with a tab. instead of floating between the dots. and determining the grid size.CHAPTER 3 | PERSONALIZATION 7. Every program contains at least two or more sheets (the Detail and the List sheet). towards the grid dots. You can use the personalization tools to change the position of any sheet within a program. 10. you can move it to the left side of the Detail sheet: 1. By clicking and dragging each sheet’s tab. Launch Info Zone with – A shortcut combination you use to activate a BAQ zone. you can also change the order in which the sheets are displayed. in Part Class Maintenance displayed below. 1 86 | EPICOR SOFTWARE CORPORATION . the BAQ zone can display different results. if Snap To Grid is selected and you add a check box to the form. Pressing this keyboard combination causes a tooltip to display BAQ results for the current value of the field (if any). Before the List sheet is moved. For more information on creating business activity query zones. review Chapter 6: Customization Utilities. For example. Use the Grid Width and Grid Height values to specify the space. the box snaps towards the nearest grid dots. the shapes pull. The BAQ Zones section describes how to create and display BAQ zones. 11. For example. that displays between the grid dots in Personalization mode. A sheet can even be completely moved out of the program so that it displays as a floating sheet. By clicking and dragging the List tab. the Detail sheet displays to the left of the List sheet by default. Grid settings include activating the Snap To Grid functionality. you could have a BAQ zone display the current customer’s web site. or snap. 9 8 10 11 Personalize Sheet Layouts A sheet is a layer of a program’s interface that contains related functionality. The Snap to Grid option helps position elements when you are creating personalizations on a grid. in pixels. 9. For example. Use the Designer Grid tab to specify the grid characteristics used when you are in personalization mode. When this option is selected.

4. Click the List sheet tab and drag it down to the bottom of the sheet. 1. release the mouse to dock the sheet. 5. The outline snaps into position when the mouse is moved into one of the four quadrants of the window. To reset the sheet layouts to their default position. A sheet can be docked to any one of four quadrants of a window (top. bottom. from the Tools menu. tabs can be moved out of their default position by dragging them and docking them to a new position on the same sheet. As a sheet is dragged out of position. Select Save Layouts. click the Tools menu. left. The outline snaps into position in the lower portion of the window. and right). 2 3. an outline displays on the window indicating where the sheet will be placed when it is released. 1 2 EPICOR SOFTWARE CORPORATION | 87 . Once the outline ‘snaps’ into position. 3 4 5 Docking Sheets In addition to changing the tab order within a program. select Reset Layouts to Base. After the List sheet is moved.PERSONALIZATION | CHAPTER 3 2. 2. To save the current settings.

the sheet docks to its new position in the window. When you release the mouse button. the outline again snaps into position. 4 5. Notice the List Sheet is now docked to the lower section of the window. 3 4.CHAPTER 3 | PERSONALIZATION 3. If you drag the List sheet to the right side of the window. 5 88 | EPICOR SOFTWARE CORPORATION .

In this example. Select Reset Layouts to Base. 7. Use this feature to display many sheets at the same time. 1 2. 3 2 EPICOR SOFTWARE CORPORATION | 89 . 6 7 Floating Sheets A Floating sheet is a sheet moved from its original position and released in a non-docked position.PERSONALIZATION | CHAPTER 3 6. click the Tools menu. To reset the sheets to their default position. click and drag the List sheet. Release the sheet into the nondocked position. To create a Floating sheet: 1. Click a sheet’s tab and drag the sheet away so that the outline does not snap into any of the quadrants of the window.

CHAPTER 3 | PERSONALIZATION 3. The default view of the thumb tack icon is in a ‘pinned’ position. Auto Hide Sheets The Auto Hide thumb tack icon displays on the right side of every sheet’s title bar that is docked into position. the thumb tack icon does not display in the upper right pane of the sheet title bar. In this example. Leverage the Auto Hide feature to temporarily hide sheets you use less often. When you exit the program. 2 90 | EPICOR SOFTWARE CORPORATION . it slides out of view and is replaced with a tab. To return the sheet layout to its default position. the Tree View of Part Class Maintenance is unpinned and is hidden on the left side of the program. If you save the sheet layouts. All the information is readily available. Once a sheet is unpinned. When a sheet is floating. Notice all docked sheets contain the Auto Hide thumb tack icon. When the icon is selected. any floating sheets close automatically. the thumb tack changes to an ‘unpinned’ position and auto hides the contents from view. the floating sheet reopens in the same position when the program is launched. You can also return a floating sheet to its previous position on the docking sheet by double-clicking on the title bar of the floating sheet. 1 2. the Tree View pane slides back into focus. select the Reset Layouts to Base command from the Tools menu. allowing sheets to be hidden when not in use. 1. but pulled out of the way. If you hover the mouse over the tab.

EPICOR SOFTWARE CORPORATION | 91 . Navigation Toolbar . Default toolbars you can personalize: 1 1. Cut. Hold your mouse pointer over the toolbar’s Move Control. The List sheet in each program displays information in a grid format. 3. It typically displays the File. 2. They can be docked to either side of the interface or placed in a floating position. like Part Number or Part Class.All the main controls are displayed on this toolbar. Release the mouse button. Click and hold down your mouse button and drag the toolbar to one of four sides of the window. 2 3 4.Use this toolbar to search through all the records created through this program. Each column displays a category of information. regardless of the sheet selected within the program. Moving Toolbars Each Toolbar has a dotted line along its left side. Edit.PERSONALIZATION | CHAPTER 3 Personalize Toolbars Every program contains default toolbars you can move to any location in a program’s window. To move a toolbar to one of four sides of any window: 1. To adjust its position along the side. Personalize Grids Grids display information through a series of columns and rows. After you close the window. This toolbar is always visible on top of the program. 2 3 1 2. When it is placed next to the edge. You can also position each toolbar as a floating toolbar. Options like New. while each row displays data for individual records. click and drag the Move Control along 4 the horizontal or vertical edge of the window. the toolbar reverts back to its default position. A four way arrow pointer displays. and Help menus. Actions. Use this feature to place the toolbar wherever you need it on the window. The standard Personalization tools provide you with the ability to change grid layouts in several different ways. Use this control to click and drag the toolbar into the position you want. Paste. Tools. Main Menu Toolbar . it automatically flattens itself to the side. Refresh and so on display on this toolbar.This toolbar displays all the program’s menus. It displays the Search button and the Navigation tool. This is called the Move Control. 3. Standard Toolbar .

When the red arrows display. In the example below. Double-click the mouse to adjust the width of the column to auto-fit its contents. To automatically adjust the width of a column to fit the data it contains: 1. the Buyer ID column is moved to the far left. Click and drag the arrow to the left or the right to widen or shrink the column manually. 92 | EPICOR SOFTWARE CORPORATION . To move a column within a grid. 2. 1 2. These options are reviewed in the Personalization Mode section of this chapter. 3 Adjust Column Width You can also adjust the column width so the maximum amount of information displays in each column. To manually adjust the width of a column. Change Column Order Every grid’s columns can be moved around into any order that you want. place the mouse pointer over the edge of a column. release the mouse button and the column docks in its new position.CHAPTER 3 | PERSONALIZATION Additional personalization options are available to users who have the Personalization privilege enabled in their User ID. 1. 2 1 3. The mouse pointer turns into a double arrow icon. The mouse pointer turns into a double arrow icon. Place the mouse pointer over the right edge of a column header. click and drag the column to the desired position.

Notice the arrow icon now displays upside down. when you place the mouse over the bar it changes to a double arrow icon. Click the column header by which you would like to sort. an arrow icon displays in the column header indicating an ascending sort. You can drag this bar towards the center of the grid to split it. 4. To sort columns: 1. 2. the Part Class records that contain a blank Buyer ID sorts at the top of the list. 2 1 2. 3 1 2 Sort Columns You can sort the grid records in ascending or descending order using the data in a selected column (field). 3. Similar to the freeze panes option in a spreadsheet. When you sort by a particular column. This 3 indicates the grid is sorted in descending order by the data in this column. You can then identify records you need to update. The grid automatically sorts the contents in ascending order based on the selected column. 3. 4 EPICOR SOFTWARE CORPORATION | 93 . You can change the sort on a column to be descending by clicking the column header again.PERSONALIZATION | CHAPTER 3 Grid Split Option 1. Available on the left of horizontal scrollbars and on the top of vertical scrollbars of each grid is a small bar that can be dragged to split a grid either vertically or horizontally. In this example.

1 2. You specify the column data you want to see.CHAPTER 3 | PERSONALIZATION Grid Filters Use the Show Grid Filters option to work with a subset of data in a grid. You can create as many child filters as you want to get the results you want. 2 3 94 | EPICOR SOFTWARE CORPORATION . Right-click anywhere on the grid and select Show Grid Filters. when you apply the filter. Notice the Filter icon displays in each column. data that does not meet the criteria you specified does not display within the grid. To use the Show Grid Filters option: 1. You can further limit the filter results by creating another child filter that runs against the results of a parent filter. 3. Click the Filter icon in the column you want to filter and select the data you want to see.

Click the Refresh All button to retrieve all the part records to the dashboard. Notice the Filter icon changes to indicate a grid filter has been applied to the data in the grid. 1. 2 EPICOR SOFTWARE CORPORATION | 95 . Navigate to the Sales 1 Order Backlog Status dashboard. Main Menu Path: Executive Analysis > Status Dashboards > Sales Order Backlog Status 2. and especially useful in the Dashboard programs. 4 Show Group By Many grids offer Show Group By functionality that groups all of the records in a grid by a specific column.PERSONALIZATION | CHAPTER 3 4. This option is available in any grid. The Sales Order Backlog Status dashboard is used to illustrate this functionality. The grid now displays only rows that contain the column data you filtered.

3 4. 2.CHAPTER 3 | PERSONALIZATION 3.Secondary Once you have grouped by one column. You can see the sales orders placed against each part by clicking on the plus (+) sign. you can add a secondary Group By. you can group parts by Part and then by Unit Price. Release when the red arrows display. For example. 2 1 96 | EPICOR SOFTWARE CORPORATION . 4 Show Group By . To Group a grid by multiple columns: 1. Drag the second column header (Unit Price) next to the Part group by option. Drag and drop the Part column header onto the Group By area above the grid. This expands the rows under each part to display the sales orders. All sales order records are now organized by Part.

EPICOR SOFTWARE CORPORATION | 97 . Notice each of the Groupings displays a count of records. Count.PERSONALIZATION | CHAPTER 3 The column headers now display in the Group By header. Main Menu Path: Sales 1 Management > Order Management > General Operations > Customer Tracker 2 2. enter a unique customer identifier. and click Show Group By to remove the check mark and disable it. This example shows two groups of parts organized by their Unit Price Values. Navigate to the Customer Tracker. Drag the column headers back down to the grid area and release. Maximum and Sum. Two methods are available to turn off the Show Group By functionality: • Right-click the title of the grid. Five options are available for any number field in a grid: Average. In the Customer ID field. This returns the columns to their default position. • Enable Show Summaries Many grid fields can be set up to display summarized data. Minimum. The Customer Tracker is used in the example below to demonstrate this functionality. 1.

the Sum option totals the column and adds Grand Summary information along the bottom of the grid. 7 8. Select Show Summaries. click the Sigma icon next to the column header. 7. 3 4 5. Once the option is enabled. Select the Orders sheet and click the Retrieve button to display all the open orders for the customer. When selected. Right-click the Open Orders title of the grid. Select any or all of the options that display in the Select Summaries window.CHAPTER 3 | PERSONALIZATION 3. 8 98 | EPICOR SOFTWARE CORPORATION . 4. To access the Summary options for a specific field. the column header for every number field in the grid will display a Sigma icon. 5 6 6.

Once a personalization is made for one user. it can be exported from one machine and imported to any other user who would also like the same personalized program. In the User ID field.PERSONALIZATION | CHAPTER 3 9. enter the user identifier for the User you want to grant the Personalization Privileges. right-click the grid again and select Save Layout from the content menu. and summarized by Selling Quantity. colors. Use the Advanced Personalization features to create additional changes to the user interface. such as changing fonts. Main Menu Path: System Management > Company Maintenance > User 1. Assign Personalization Privileges The advanced Personalization Privileges are assigned by User ID in User Account Maintenance. 10. In this example. the Open Orders grid is grouped by Part. 1 EPICOR SOFTWARE CORPORATION | 99 . and tab stops. font sizes. you explore the additional personalization options available only to users with Allow Personalization rights. To save the changes you have made to the grid. However in this section. 9 10 Advanced Personalization Options Advanced personalization refers to specific features of personalization available only to users with Personalization security privileges. You can also hide or display columns in grids. this feature also displays the Sums when using the Group By functionality. All the personalization options discussed so far in this chapter are available to every user. In addition to displaying the Sum along the bottom of the grid.

you are personalizing the interface for Sales Order Entry. Main Menu Path: Sales Management > Order Management > General Operations > Order Entry 1 2. OK. This opens the Control Properties window for that program. 4 2 3 Activate Personalization Mode To access the Advanced Personalization features. After you launch the program. select Personalization. Select the Allow Personalization check box. 4. This window displays in the forefront of your window until it is closed by selecting the Delete.CHAPTER 3 | PERSONALIZATION 2. select Personalization from the Tools menu in any program. Navigate to Sales Order Entry. Click Save and exit the program. A grid also displays over the sheet currently in focus. Use this grid to help you move elements to the areas where you want them. 2 3. 4. The Control Properties window contains all the advanced personalization features. you must activate personalization mode to begin personalizing this program. From the Tools menu. Click the Options sheet. 1. 3. In this example. 3 4 100 | EPICOR SOFTWARE CORPORATION . or Cancel buttons.

review Chapter 4: Basic Customization. the Ship To group box is selected. the Path Code name is Epicor. In this example. 1 5 3 4 7 6 2. 3. click the field (or element) on the sheet in focus. the Control Properties window displays the set of properties that may be modified for those elements. the Ship To fields on the Sales Order Entry Summary sheet are personalized. The Properties are items in the Control Properties window that may be modified for each element (on a sheet). This updates the Control Properties window with the selected element name and its properties. The Element Name field displays grpShipTo. The dialog window changes to reflect the type of control you select. 2 This Control Properties window is a sub-set of all the properties available. 4. You may also rearrange the position of controls on the form by dragging and dropping them. Use the Customization tools to access many other properties.UI. it is surrounded with white boxes. EPICOR SOFTWARE CORPORATION | 101 . this is the name of the element in focus. To learn more about Customization and the additional tools available.FrameWork.EpiGroupBox. In this example. When an element is selected to Personalize.PERSONALIZATION | CHAPTER 3 Begin Personalization 1. This value is the specific path name used by the programs in the application to execute or display the sheet in focus. 5. To begin personalizing the form. In this example. The Path Code name displays the form or sheet name programmatically.Mfg. As you click different fields (elements).

102 | EPICOR SOFTWARE CORPORATION . Click the Select Top Level Form button to reset the Control Properties window to the top most level of the selected form. or a list of Web colors. these options display all the available colors in a list. Personalize Sheet Properties A sheet’s font type. as well as Delete. When selected. Personalize the Colors of Elements The BackColor defines the color of the sheet’s background and BorderColor defines the color of the outline of a field. you may choose between System colors (the colors defined for your current operating system color scheme).CHAPTER 3 | PERSONALIZATION 6. 7. Save (OK) and Cancel an existing personalization. background color. The buttons located at the bottom of the Control Properties window are used to Import and Export personalizations. and tab stops can also be personalized. a Custom colors list. foreground color. font size.

PERSONALIZATION | CHAPTER 3 1. Select the Ship To group box. click the BorderColor property. In the Control Properties window. 1 4 2 3 Change the Font Type and Foreground Color You can also personalize the Font Type and the Font Color (Fore Color) of text. 1 EPICOR SOFTWARE CORPORATION | 103 . A drop-down list of colors to choose from displays. Select the Name label inside the Ship To group box. Notice the group box border changes color. Click OK (not pictured) to save your changes. Here’s how: 1. 2. 4. Select the Custom color tab and choose a color to apply to the border of the group box. 3. 5.

Click the Bold property and change the property from False to True. Click OK to save the changes. 4 5 104 | EPICOR SOFTWARE CORPORATION . 3.CHAPTER 3 | PERSONALIZATION 2. A drop-down list of colors to choose from displays. 5. Click the ForeColor property. 2 3 4. Select the Custom color tab and select a color to apply to the group box.

PERSONALIZATION | CHAPTER 3 6. 1 EPICOR SOFTWARE CORPORATION | 105 . 1. 6 Change the Location and Size The Location property refers to the exact position of the control (or element) on the sheet. The Location property updates with the new X and Y axis points. You can expand the property to change the X and Y axis or you can click and drag the element to a new position on the sheet. next to the Ship To ID field. the Attention field is moved from below the Name and Address field to above the Name and Address field. The location is defined as X and Y axis numbers. Before the Attn field is moved. Click OK to save the changes. In the example below.

False indicates that a tab skips over this element on the sheet. Select the Attn field on the sheet. To change the actual text that displays using the Text property: 1. the field was made smaller to fit in its new position. 1 2. 2 106 | EPICOR SOFTWARE CORPORATION . The Size property defines the height and width of the control (or element) on the sheet.CHAPTER 3 | PERSONALIZATION 2. Notice the Height and Width properties changed to reflect this new size. When the Attention field moved to its new location. True indicates that users can tab through this element. After the Attn field is moved. 2 Change the Tab Stop and Text The TabStop property controls whether the item is included as users tab through the sheets within this program. Click the TabStop property to view the drop-down list for this property.

PERSONALIZATION | CHAPTER 3 3. you skip this field. Change the property from True to False. 4 EPICOR SOFTWARE CORPORATION | 107 . Click the Addr: label on the window. know that now when you tab through the prompts on this window. While the screen captures in this guide cannot display the immediate change. 3 4.

Using the Control Properties window. 1 108 | EPICOR SOFTWARE CORPORATION . You can then determine the columns to hide or display by selecting the appropriate check boxes. To access grid options. you have the ability to hide fields (columns) so they do not display in a grid. select Personalization. Lines Detail grid: 1. The Control Properties window expands to display grid Column Properties. Hide Columns in a Grid To hide columns in the Sales Order Entry. 5 6 Modify Grid Properties Grids display information through a series of columns and rows. 6. Click OK to save the changes. In the Text property. click a grid within a sheet.CHAPTER 3 | PERSONALIZATION 5. From the Tools menu. enter Address.

The columns you want visible (their Hidden check boxes were not selected) now display on the Order Lines grid. You can also select the Toggle Hidden button to hide all columns. Click the Order Lines grid header on the Sales Order Entry summary sheet. The Control Properties window displays. Lines Detail tab. Click OK to save the changes. Click this button again to display them. Click the Column Properties drop-down list to display the Column Properties window.PERSONALIZATION | CHAPTER 3 2. 4 5 6 7 8. 7. Select which columns to Display or Hide by enabling (or disabling) the Hidden check box for each field (column). 8 3 EPICOR SOFTWARE CORPORATION | 109 . 5. 6. 2 3. 4.

after personalizing the Sales Order form logged in as system manager. SalesOrderForm_MANAGER. The File name is the application name followed by an underscore and the user name who is currently logged into the application. 6. 1 2. Export a Personalization 1. the export filename defaults to App. import the personalization to a new computer and it is then applied to the current user account. 1 5 4 6 110 | EPICOR SOFTWARE CORPORATION . After saving a personalization. Click Save.CHAPTER 3 | PERSONALIZATION Import. and Delete Personalizations Once you have created and saved a personalization.SalesOrderEntry. in the Control Properties window. These users can then import this personalization into their environments. 5. 2 3 4.xml in the Export folder. The default save location is a folder called Export on your local machine. login as a different user. you can also delete them. If you decide you do not like some personalizations. To do this. The Save As window displays. Export. you can export it to other users. click the Export button. 3. For example. The Save As Type is an XML file type.

in the Control Properties window. Click the Import button. click OK.PERSONALIZATION | CHAPTER 3 7. To import the Sales Order Entry personalization: 1. 2. select Personalization. The Control Properties window displays. you must exit the program and launch it again to view it. 1 2 3 EPICOR SOFTWARE CORPORATION | 111 . You must first have the XML file in a location that other users can access. Once a personalization is imported. From the Tools menu. To complete the export. When you have logged into the application with another user account. Import a Personalization 7 Once a personalization XML file is exported. use the import button to import the file into another user account. launch Sales Order Entry. 3. After importing a personalization. it is stored with the new user account.

Click the Open button. In the Open window.SalesOrderEntry. the Look In folder defaults to the user’s Export folder. you may need to browse to the network location where the exported personalization is stored. Select the file you want to import. However. Click OK in the Control Properties window. 8. In this example the filename is App. 6. 5 6 7. Exit the Control Properties window and Sales Order Entry and launch it again to view the personalization.CHAPTER 3 | PERSONALIZATION 4 4. 5. 8 7 112 | EPICOR SOFTWARE CORPORATION . SalesOrderForm_MANAGER.xml.

Once the delete button is clicked. Click the Delete button. From the Tools menu. 1 You can also delete Personalizations using both Personalization Purge and Customization/Personalization Maintenance. Exit the Control Properties window and Sales Order Entry. 2 EPICOR SOFTWARE CORPORATION | 113 . deleting the personalization removes all the changes you have made to the program. To delete the Sales Order Entry personalization: 1. When you launch Sales Order Entry again. the form is no longer personalized. 2. You can personalize many sheets within a program. The program displays without any personalizations. However since personalizations are stored both by program and User ID. 3 3. The Control Properties window displays. This functionality is discussed in Chapter 6: Customization Utilities.PERSONALIZATION | CHAPTER 3 Delete Personalizations You can always remove any unwanted personalizations using the Delete button in the Control Properties window. select Personalization. exit out of the program and launch it again to refresh the window.

CHAPTER 3 | PERSONALIZATION 114 | EPICOR SOFTWARE CORPORATION .