Settings Maintenance Subwindow

Document path Reference Contents > Preferences > Settings Maintenance Subwindow

This subwindow is used in the User Settings Maintenance window and in the System, Group and User panes in the Privileges and Settings window obtained via File -- System -- Privileges and Settings menu function.

Settings are an array of values and options that can be applied at a System, Group and User level. Some are additive, such as Custom Reports, Custom Features and Options so that a user will gain the options he inherits from the System, any Groups he belongs to and his own User options. Others such as ScratchPads, Email and General overwrite if they exist in a System, Group and User sequence.

It is best to fully populate the System settings which will apply to all users and then apply Group and User settings judicially only as needed.

Settings are stored separately in the System data record, Group records and User records. Any changes need to be saved before switching to another context. Revert and Save buttons are available on all panes.

Button

Action

Revert

Revert to the saved values for the settings

Save

Saved the changes you have made to the settings

The window has seven tab panes.

General

Custom Reports

Custom Features

ScratchPads

Email

Defaults

Options

General

General group, user and system settings

Field

Description

 

Internet identity for document printed

Email address

Email address that will be used for documents (user overrides groups overrides system).

WWW

World Wide Web address (URL) that will be used on documents (user overrides groups overrides system).

 

Program Operation

Maximum open tasks

The maximum number of open tasks (functional areas of the program) before old ones are automatically closed. (if non-zero, user overrides groups overrides system).

Maximum open windows

The maximum number of open windows before old ones are automatically closed. (if non-zero, user overrides groups overrides system).

Maximum messages logged

The number of OK and Yes/No messages held in log before old ones are automatically cleared. (if non-zero, user overrides groups overrides system).

Working message delay

The delay in sixtieths of a second before a working message is opened (reduces message flashing). -1 clears group or system setting.

Working message icon speed

The speed in sixtieths of a second between state changes of the working message icon. -1 clears group or system setting.

Menu Icons (applies on startup - Windows only)

If checked menus will have icons. Applies only on next startup on this terminal of this program and is not stored in the settings. Windows-only.

No Taskbar

No taskbar will be shown.

Top Taskbar

Taskbar will be shown at the top of the screen.

Bottom Taskbar

Taskbar will be shown at the bottom of the screen.

Show System Focus (Macintosh only)

If checked a system highlight focus rectangle will be applied to the currently active object. Applies to most standard object types that respond to keyboard activity. Macintosh-only.

Report Errors in Notation

If checked any runtime program notation errors will be reported. This is used for potentially identifying the causes of problems. It is generally not recommended that this is switched on unless you are asked to by technical support staff.

Report Errors in Calculations

If checked any runtime program calculation errors (such as divide by zero) will be reported. This is used for potentially identifying the causes of problems. It is generally not recommended that this is switched on unless you are asked to by technical support staff.

Disable Headed List Ellipsis

Normally if headed lists have columns set too narrow to show all the data, an indication is given with a ... If this control is checked this display feature is disabled.

Headed List with Sort Arrow Rather than Bold/Italic

The sot column of a headed list can be indicated by an arrow or by the column heading text being set bold and italic when the order is reversed. This controls which of these options is used.

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Custom Reports

Custom reports that are used in place of standards or supplement them.

Settings are applied in a System then Group membership then User order. So an individual user can have a collection of custom reports inherited from any of the foregoing. The same report may be in two groups that the user is a member of. In this case only one entry will be seen by the user if the type, class name and title are exactly the same.

All report selection dialogs in the system can have custom reports added to them. These are listed by clicking on the Report Types button. Other reports, not deriving from selection dialogs can also be substituted or supplemented with custom reports by entering the standard report class name in the Report Type.

Field

Description

Grid of Custom Reports

List of all custom reports that are available to the group, user or system. To remove an entry, clear the row's Report Class entry. The Row will be removed when saved. To add a new entry, tab past the end of the last column of the last line in the grid.

Type

Custom report type which is used to apply where the report is used. Typically this is a three or more letter code that is case-insensitive. To get a list of all report types supported, click on the Report Types button.

Sub-type

Custom report sub-type which is used to apply where the report is used. Normally 0, this can control alternative data collection methods.

Report class

The custom report class. It should be available in the program.

Title

The title that the user may see to determine their selection of it.

Search

An optional search class that may be used in conjunction with the custom report.

Active

If unchecked the system will ignore the entry. Useful where you want to disable a user's use of a group report.

Button

Action

Report Types

Click to show a list of applicable report types.

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Custom Features

Custom features that are to be available.

Settings are applied in a System then Group membership then User order. So an individual user can have a collection of custom features inherited from any of the foregoing. The same feature may be in two groups that the user is a member of. In this case only one entry will be seen by the user if the section, class name and title are exactly the same.

Field

Description

Grid of Custom Features

List of all custom features that are available to the group, user or system. To remove an entry, clear the row's Window Class entry. The Row will be removed when saved. To add a new entry, tab past the end of the last column of the last line in the grid.

Section

Custom feature group name that groups different features. All features in the same group appear on the same menu.

Window class

The window class name that will open when the menu is operated.

Title

The title that will be shown on the group menu.

Active

The feature is active for the group or user.

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ScratchPads

To set the display columns of the scratchpads

Field

Description

ScratchPad dropdown list

To select the ScratchPad you wish to maintain.

Field List

List of the available data fields for the selected ScratchPad. Drag lines from this list into the column list to add a field.

ScratchPad Column List

List of columns that will be presented on the ScratchPad. To re-order, drag and drop. Modify the heading in the list.

Tip TIP: To edit cells in the list, select the line and click in the cell and hover the mouse over the cell. I.E. click once and pause with no mouse movement. The cell will then expand into an editable box in which you can enter different data. On leaving the box with any action like a tab or click elsewhere, the data is verified and the list returns to normal with the new data shown in the cell.

Maximum lines

The maximum number of lines permitted in the ScratchPad.

Auto add

With this option lines will be automatically added to the ScratchPad as the program encounters records.

Button

Action

Calculated

Click to amend or add a calculated field.

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Email

Email settings. These are the Email settings that a user will have when sending emails from the program. All email settings apply as a set to a user if there is any Email Address text entered and will apply with the following priority: User, Group membership, System. So by judicious use of settings you can have individual (user) such as joe.blow@mycompany.co.uk, departmental (group) such as sales@mycompany.co.uk and company (system) as in info@mycompany.com. Each can point to a different server.

Field

Description

 

User details needed when printing to the Email report destination.

Name

Your full name used when printing to the Email report destination.

Email address

Your email address.

Reply address

The email address that will be shown as the reply address.

Always cc to address

Optional email address(s) to which a copy of all emails will be sent.

Signature after message

The signature text that will terminate any email message sent.

 

Server details needed when printing to the Email report destination.

SMTP server

The IP name or address of the Simple Mail Transfer Protocol server that emails will be sent to. By default port 25 is used but that can be overridden using a : (colon) delimitter, as in www.mydomain.com:999.

Authentication name

Account name used for authentication with the server (supports LOGIN and PLAIN methods only). If there is no name entered, no authentication is attempted.

Authentication Password

Authentication password which is sent along with the name so that the email server can authenticate the sender (as a spam prevention tool).

 

When reports are sent by email, the report is rendered into a public format and attached to a simple text email. You can control the attached file format here. Setting applies to Users only.

Acrobat PDF

Attachments will be in Acrobat PDF format.

Note NOTE: Converting reports into PDF documents is carried out by a special external licensed from Brainy Data Ltd. A currently licensed external called PDFDevice.dll (or .so on MacOSX) must be installed in the XCOMP directory of the Omnis Studio installation.

HTML

Attachments will be in HTML format.

Note NOTE: The HTML standard is not as rich in formatting as the report generator and therefore do not expect perfect conversion. In fact, in many cases it does not resemble the printed version of the report at all!

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Defaults

Defaults that can apply.

Field

Description

Default to Sales Order rather than Quotation

If checked, when a new quotation or sales order is operated it will initially be a sales order.

Default to Purchase Order rather than a Request for Quotation

If checked, when a new RFQ or purchase order is operated it will initially be a purchase order.

Default to Work Order Backflushed rather than Normal

If checked, when a new Work Order is created it will initially be marked for Backflushing.

Default to Job rather than Estimate

If checked, when a new Job or Estimate is created it will initially be marked as an Job.

Do not Clear Window when Performing a Find

Normally, when performing a Find operation the window is cleared of data. If checked, this will leave any data present in the window.

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Options

Extra options that may apply.

Field

Description

Options

Options that will be added to the option list. All take the form of optXXXX=Value ;;Comment. The optional comment is for your aide memoir and must be prefixed with a space an two semicolons.

Button

Action

Show Options List

Opens the Program Options Listing window of available options. Dragging an option from there will install it.

Print Active Options

Prints a report of the current options for the System, Groups and Users settings and any Server, Terminal and License files.

Note NOTE: This function is only available when the sub-window is viewed in the System tab pane of File -- System Manager -- Privileges and Settings.

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See also: -

Compiled in Program Version 3.10. Help data last modified 9 JAN 2012 03:54. Class wSettings last modified 10 FEB 2012 05:57:43.

Document path Reference Contents > Preferences > Settings Maintenance Subwindow