System Setup & Administration:

UI Configuration Templates
SAP Business One
Version 10.0

PUBLIC
Objectives

At the end of this topic, you will be able to:

 Edit and simplify the layout of standard documents and forms
 Assign the edited documents and forms to multiple users by means of a
UI configuration template
 Explain how to manage multiple UI configuration templates
 Describe how the UI Elements tab in the form settings window works

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Business Example

To improve the efficiency of service calls, customer support staff

need to quickly scan key information in documents and master
data.

They need a simplified version of the standard forms, with fields

that are not relevant removed, fields that are service-related on
the same tab, and user-defined fields easily accessible.

This requirement can be easily implemented using a

UI configuration template that contains the set of
simplified forms.

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Simplifying Forms

Hide or
deactivate
unwanted Move user-
fields defined fields

Move fields from

tab to main part
of form

Move fields or
buttons to more
convenient part of
form

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UI Configuration Templates
Authorizations for UI Changes

To edit a form for personal use, user needs general authorization:

 General Edit Form UI
To modify forms for other users, user needs general authorization:
 Administration Utilities  UI Configuration Template

Authorization Menu Path Requirement

General  Edit Form UI Tools > Edit Form UI Edit a form for
personal use

Administration Utilities  Administration > Utilities > Edit forms for others in
UI Configuration Template UI Configuration Template a UI template

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UI Configuration Template
Administration > Utilities > UI Configuration Template

 UI configuration template is a
collection of forms edited for needs
of end users
 To create a new template, open the
UI Configuration Template window
and select Data > Add
List of edited
forms for a group
of users

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Adding Forms

 Individual forms are selected

from dropdown list and then
edited to meet user
requirements
 Additional UI templates can
be created for different sets
of users
Note: Some edit functionality
Select forms to go overlaps with form settings.
into template Users can still make further
changes to their own forms
using form settings

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Edit UI Mode
 Select a form and choose the Edit Form UI button
 In edit mode the form has a distinctive black title
area
 Clicked field is highlighted for editing

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Assigning Users to the UI Template

 Users can be
assigned to the UI
template individually
or by user group
 After the assignment,
the modified forms
will automatically
open instead of the
standard forms when
the assigned user
next logs in

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Making the Changes
Hide and Disable Fields

In UI Edit mode, select a field or

multiple fields, and open the
context menu to see edit options:
• Hide: removes the field and
description from the form
• Disable: an editable field
becomes gray and cannot be
changed by the user

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Using Drag and Drop

 Make use of white space in the

form by moving fields to a more
convenient position
 To move a field, select field and
drag to new position
 Can move field from a tab to form
header, or from one tab to a
different tab

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Aligning Fields

To align moved fields to existing fields, select

the fields then choose Align from the context
menu

Fields
aligned left

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Moving User-Defined Fields

To move a user-defined field (UDF)

from the side window to the main
form area:
 Select and hold your mouse
on the field until a black
border appears (1)
1
 Drag the black rectangle to
the main area (2)
 Move into position and
release (3)
2

3
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Save and Restore Default

After you have made the editing

changes, click anywhere in the
form white space and open the
context menu to:
• Save: commits the changes
• Restore Default: backs out all
changes and restores fields to
the original out-of-box format

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Adding Tabs

Select Add Tab from the white space context menu to add a new tab to a form

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Form Settings in UI Edit Mode
 When you open form settings in UI Edit Mode, UI Elements tab
lists every header field, and every field on each tab
 You can hide and disable fields by deselecting Visible and
Active checkboxes (equivalent to context menu hide and
disable)

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Hiding a Tab using Form Settings

 Option to hide tab by making the tab entry invisible in

the UI Elements

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Summary

UI Edit UI Elements Form Settings

Mode tab
Move a field (drag and drop) 
Move a field to another tab 
Move a user-defined field to 
main form
Align and compact fields 
Hide a field   
Disable a field   
Add a tab 
Hide a tab 

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Managing UI Configuration Templates
Copying Edited Forms to Other UI Templates

Multiple UI configuration templates can

be created and assigned to different
sets of users
To save time, you can copy edited forms
from one UI template to another UI
template. Select one or more forms and
choose Copy To button

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Default UI Template
 Option to designate a default UI configuration template in
General Settings
 Default template will apply to all new users and to existing
users who are not assigned to any other UI template
 If a user is later assigned to a different UI template, the new UI
template will take precedence over the default UI template
 Example: A new UI template Sales group 2 is created. What
will happen when this is set as a default template?

Result:
Already assigned
to Sales group 1 Still assigned to sales group 1
UI template template

Not assigned to Assigned to sales group 2

any UI template template
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User Perspective
Form Settings

 User can show

and hide fields
using form
settings
 If the form is
assigned to the
user in a UI
configuration
template, the
name of the
template appears
in the form
settings window
 The user can still
make changes
using form
settings
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Multiple UI Templates

If user is assigned to multiple UI

templates with overlapping forms:
 First assigned template considered
highest priority
 User has option to apply a different UI
template in form settings

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Summary

Key points from this topic:

 Simplifying frequently used forms and documents can increase user productivity and
reduce errors when processing forms
 A UI configuration template is a collection of forms that have been simplified and/or
modified to meet the needs of end users
 You can create different UI templates for different sets of users
 All forms and documents in the system can be modified
 Changes include: rearranging fields using drag and drop, moving fields to a new tab,
hiding and disabling fields, aligning fields, adding and removing tabs, moving user-
defined fields from the side window
 You can assign users to the UI template individually or from a user group
 In the General Settings you can set a default UI template for all new users

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