Easy-Commission

Page Designer

Note: Available only in Regular Edition

Page designer allows creating a new page, setting controls for the page and assigning events or actions such as page load, page save, etc, on page. Page Designer actually creates an Object (table) and a page to view or edit or add records to that table. The user can also modify an existing Page details using the Page Designer. Modifying the caption or data type for existing control will result in loss of relevant control values. This page lets you quickly create, and view details. In addition, this page lets you copy, delete, and edit details.

You can click Configure - > Page Designer menu item. The Pageset page opens. This will list the Pageset ID, Pageset Name, Links to Edit, Copy and Delete.

Creating a New Page or Pageset

The user can create a new page, object [table] and Pageset using Page Wizard. You can also assign a value to particular field of the page or assign a validation function for that page on events like loading or saving of the page. You have to follow the steps given below to add new page "Group".

Click Configure ? Page Designer menu item. The "Pageset" page opens.

Click on Add New button to create a new Page or Pageset. The "Page creation wizard - Step 1" page opens.

In the "Page creation wizard - Step 1" page, type the name for the new page in the Page Name text box. For example, type the page name as "Emp Master".
Type the short description in the Page Description text area.
Select the template for the page from the Choose Page Template drop-down. For example, select the page template as "Caption on Left with alignment".
Select the name of the icon from the Choose Page Icon drop-down. You can view the icon next to the drop-down, based on the selection. For example, select "Default" from the drop-down.
Owner of the record. Typically Owner will be any of the user id. E.g.sample_randy@cellarstone.com. By default, Owner will have access to this record.
Select the Associate Notes check box whether this page need the Notes section specifically. Select the Commissionable check box Whether the transaction involving this product should be considered for commission calculation.
Click Next to proceed further. The "Page creation wizard - Step 2" page opens.

Type the number in the Controls per row text box that determines the number of controls to be displayed for each row. If the number is "2" then each row in a page contains two controls.
If the Captions for 1^st row only checkbox is selected, the control caption will be displayed only for first row.
If the Multiple Record Page checkbox is selected, then multiple recodes in a page can be saved at time.
Click Add Control link next to the icon to add new controls to the page. The following page opens.

Type the caption for the field in the Control Name text box. The value in Name field will be displayed as caption for controls in the page, so change in field captions has to be done here. For example, type the Control name as "employee".
Type the caption Id for the field in the Control Id text box. The value in Control Id field will be stored as Id for controls in the page, so using this Id we can get the field caption Name. For example, type the Control name id as "emp_id".
Type the number in the Sequence text box. Here, the number for "emp_id" is "1", so this field should appear as the first field in the page.
Select the Visible check box to allow the control visible in the page.
If this field has to set as read only for the user, then select Is read only check box.
Select the Show in List checkbox to display the field values in list.
Select the type of the control from the Control Type drop-down. For example, if the control has to be displayed as text box in a page, and then select the type as "text box".
Type the description about the control in the Description text box. For example, type the description as "Employee ID"
Select the type of the data to be specified in the control from the Data Type drop-down. For example, select the data type as "text".
Type the field size in the Size text box. For example, type the field size as "150". So, this field can accept up to 150 characters.
Type the value in the Default Value text box. This value will be taken when you have not specified the value for the respective control.
If you select the Unique check box then, it will not allow empty or duplicate values to be stored in the field specified in the Control Name text box.
If you select the Filter check box, quick search based on the particular field will get created for the page.
Type the message tip for the control in the Tooltip text box.
In the Advanced Options, select the identifier created for data binding from the Data Bind drop-down. This will be created from the Lookup Relation page.
Select the format type from the Format Mask drop-down. For example, select the format as "Mandatory 2 Digit Value".
Select the search checkbox to put the search control in page.
Select the New Section checkbox to put the control in new line of page.
Type the name in the section name text box. This name was used to separate for the respective control.
Click Save to save the added control details. You will find the control "emp_id" added in the grid. Likewise, you can add any number of controls in this page by clicking the Add Control link.

Note: If you wish to delete the added control, click the delete icon provided in each row. If you wish to edit an existing control detail, click the edit icon provided in each row.

Click Next to proceed further. The "Page creation wizard - Step 3" page opens. This page is to set the relationship between the master and the child. In this page, you can add new master controls by clicking the Add Master Control link.

Type the identifier for the attribute in the Attribute Id text box. For example, type an identifier as "emp_id".
Type the name for the attribute in the Attribute Name text box. For example, type the name as "Employee ID".
Select the object name (from where the values have to be taken) from the Master Object drop-down. For example, select the master object as "Users".
Select the attribute id (this id will be listed from the object name selected) from the Display Attribute drop-down. For example, select the attribute id as "emp_id".
Click Add Master Control link next to the icon to add master controls to the page.

Note: If you wish to delete the added master control, click the delete icon provided in each row.

Click Next to proceed further. The "Page creation wizard - Step 4" page opens. This page is to set the event for the page.

Select the event for the page (the events are On Page Load, On Page Save, On Page Update, After Page Save, and After Page Update) from the Page Event drop-down. For example, select the page event as "On Page Load".
Type the number in the Sequence text box. Here, the number is "1", so this event should occur as the first event.
Select the type of the event from the Event type (the types are Assignment Function, Assignment Variable, Validation Function) drop-down. For example, select the type of the event as "Assignment Variable".
Select the value for the event from the Event Value drop-down. For example, select the value as "em_id".
Select the value assigned to the page from the Value Assigned drop-down. For example, select the value as "em_id".
Click Add Event link next to the icon to add new events to the page.

Note: If you wish to delete the added events, click the delete icon provided in each row.

Click Next to proceed further. The "Page creation wizard - Step 5" page opens. This page is to set the event for the page.

Enable Group view to show the page in group view mode.

Choose group by field to be grouped by.

Enable Tree view to show the the page in tree view mode.

Choose Parent Field to show the values as a parent data.

Choose child Field to show the values below the parent data.

After entering the Page details, click Finish to save the details. Click Cancel to exit from this option or click Previous to navigate to the previous screen.

Note:

To update a Pageset details, click Edit con, and then change the fields you want to update.
To copy the Pageset details from an existing data, click Copy icon.
To delete a Pageset detail, click Delete icon provided on the list page.
To view the particular Pageset detail, click on the required Pageset ID link.

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