Green notification 'buttons' on form...a couple of questions

Jose,

I was able to replicate the sample that you included. It led to the following questions.

How can I use the row rules (if at all) on a seperate EpiShape that I created (For Example: Change the newly created EpiShape to Green when a CheckBox bound to a UD field changes)? If not, do I have to do a field level "AfterFieldChange" customization instead?

The default forms "Part for example" has a couple of check boxes that turn a "EpiShape" green (cbInactive changes the sInactive shape). The epibinding references a data set called "NoBoundField". How is this created? Can we add any new customizations to this dataset?

Is there any way to change the default behaviors of the forms by overriding the default row rules? For example in the "cbInactive" example, can I change it to a different style?

Thanks,

Anton Ochss


--- In vantage@yahoogroups.com, Jose Gomez <jose@...> wrote:
>
> Chris,
>
> This is what you need to do, if you find it hard to follow along in the
> email visit this post on my site I added a screen capture video at the
> bottom which should help
>
> http://www.usdoingstuff.com/2011/06/30/epicor-9-using-rule-wizard/
>
>
>
> Using the Rule Wizard is a very easy way to accomplish something like this,
> the rule wizard helps us automatically generate the code needed to run a
> specific action based on a condition. These conditions usually stem of the
> change of value on a field. In Chris’ case he wants to turn a “Button or
> Field” green when the value of OrderDtl.CheckBox01 is true, otherwise he’d
> like to keep the the default color.
> To accomplish something like this enter the form in customization mode and
> follow these steps: (I assume here that you already have the “Action” field
> available in your form in some other manner, the video at the end shows that
> step but it is an auxiliary step)
>
> In customization mode Click on the Wizards Tab -> Rule Wizard
> Click New Row Rule
> Enter a Rule description and select the view which the rule will modify
> In our case this view is OrderDtl
> Under rule condition select the view which contains the field you’d like to
> use as the action trigger, in our case “OrderDtl“
> Note that this instructions only cover basic Rules, but you can create
> custom conditinos / actions using code by selecting the appropriate option
> on the wizard
> Select the field you’d like to use as a trigger, in our case “CheckBox01″
> Under rule condition select an appropriate condition operator
> For example if you’d like to trigger this rule when CheckBox01 is Checked
> you may want to select Equals -> True but if you were using a numeric field
> such as Number01 you may want to select GrreaterThan or LessThan
> Under Rule Value enter (or select) the value which you’d like to compare
> against in our case we want to check for ChecBox01 =True, so we type true in
> the field
> Click the right facing arrow button to the right of the selections above to
> set this rule condition
> The above steps setup the condition to our rule, at the moment it says
> “Trigger this rule when ChecBox01 is True (or Checked). The next step is to
> define the action we would like to trigger, since this is a basic rule our
> actions are mostly limited to changing the appearance of a field, but with a
> bit of custom code you can do almost anything.
> Click “New Rule Action” under the action Group
> Select the View in which you’d like this action to take place, in our case
> OrderDtl
> Select either Field Action or Row action (In our case Field Action)
> Field action only affects a specific field, while Row action affects the
> whole row on the view
> Slect the Field which you’d like to apply the action to, in our case PartNum
> Select the Style you’d like to apply to the above field (in our case “OK”)
> Your options here are as follows (From Epicor Ice 2.u User Experice and
> Customization Guide)
> Default â€" The text within the selected field displays in the default system
> color.
> Disabled â€" The field defined for this rule becomes grayed out.
> EpiReadOnly â€" The field displays its value, but users cannot modify this
> value.
> EpiStyle_Highlight â€" The text within the selected field displays using a
> highlight style you create within the Runtime Styler. Use
> the Runtime Styler to customize the highlight color by adding gradients,
> images, and so on.
> EpiStyle_Invisible â€" The field is hidden from the display using the
> Invisible style. You can modify within the Runtime Styler as
> described previously.
> Error â€" The field defined for this rule displays the error color.
> Highlight â€" The text within the selected field displays with the highlight
> color.
> Invisible â€" The text within the selected field is hidden from view.
> OK â€" The text within the selected field displays using the default okay
> color. (green)
> Warning â€" If data in the selected field activates this condition, the field
> displays in red.
> We want to select OK as that turns the field Green
> Save the customization and take it for a spin
> The above steps generate some custom code under the ”Script Editor” tab,
> feel free to take a look if you’d like to gain a better understand of
> this functionality
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *
> *checkout my new blog <http://www.usdoingstuff.com> *
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
> <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
> <http://www.usdoingstuff.com>
>
> *Quis custodiet ipsos custodes?*
>
>
>
> On Thu, Jun 30, 2011 at 3:30 AM, Chris Thompson <chriselectrix@...>wrote:
>
> > **
> >
> >
> > Does the first one have to be used on a 'grid'?
> >
> > If it doesnt and if I can turn the e.g. part number field on the Sales
> > Order >
> > Order Line screen to e.g. green if OrderDtl.Checkbox01 = True and white if
> > OrderDtl.Checkbox01 = False, then the first option would suffice.
> >
> > If not, the last option would be great.
> >
> > ________________________________
> > From: Jose Gomez <jose@...>
> > To: vantage@yahoogroups.com
> > Sent: Wed, 29 June, 2011 21:13:48
> > Subject: Re: [Vantage] Green notification 'buttons' on form
> >
> >
> > There are a few ways to do something like this
> > On the form you can create a Row Rule (Using the Row Rule Wizard) which
> > will
> > let you change the color of a Field based on Some rules
> >
> > You can use the Image Column Wizard to add a little Icon next to a column
> > based on some rules you setup
> >
> > OR
> >
> > You can use an EpiShape along with one of the above which you can control
> > with some custom code to make it turn green / yellow / red / disable based
> > also on some rules
> >
> > The first one is fairly easy the last one is more complex. Which one
> > interests you more?
> >
> > *Jose C Gomez*
> > *Software Engineer*
> > *
> > *
> > *checkout my new blog <http://www.usdoingstuff.com> *
> > *
> > *T: 904.469.1524 mobile
> >
> > E: jose@...
> > http://www.josecgomez.com
> > <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez
> > >
> > <http://www.google.com/profiles/jose.gomez> <
> > http://www.twitter.com/joc85>
> > <http://www.josecgomez.com/professional-resume/>
> > <http://www.josecgomez.com/feed/>
> > <http://www.usdoingstuff.com>
> >
> >
> > *Quis custodiet ipsos custodes?*
> >
> > On Wed, Jun 29, 2011 at 11:34 AM, Chris Thompson <chriselectrix@...
> > >wrote:
> >
> > > **
> > >
> > >
> > > Hi All
> > >
> > > How can I add a button (like the confirm button on Sales Order Entry
> > > screen)
> > > where it is there if OrderDtl.Checkbox01 = true and not visible or greyed
> > > out if
> > > OrderDtl.Checkbox01 = false.
> > >
> > > Thanks.
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > >
> > >
> >
> > [Non-text portions of this message have been removed]
> >
> > ------------------------------------
> >
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
> >
> > already linked your email address to a yahoo id to enable access. )
> > (1) To access the Files Section of our Yahoo!Group for Report Builder and
> > Crystal Reports and other 'goodies', please goto:
> > http://groups.yahoo.com/group/vantage/files/.
> >
> > (2) To search through old msg's goto:
> > http://groups.yahoo.com/group/vantage/messages
> > (3) To view links to Vendors that provide Vantage services goto:
> > http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
> >
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
>
>
> [Non-text portions of this message have been removed]
>
Hi All

How can I add a button (like the confirm button on Sales Order Entry screen)
where it is there if OrderDtl.Checkbox01 = true and not visible or greyed out if
OrderDtl.Checkbox01 = false.

Thanks.

[Non-text portions of this message have been removed]
There are a few ways to do something like this
On the form you can create a Row Rule (Using the Row Rule Wizard) which will
let you change the color of a Field based on Some rules

You can use the Image Column Wizard to add a little Icon next to a column
based on some rules you setup

OR

You can use an EpiShape along with one of the above which you can control
with some custom code to make it turn green / yellow / red / disable based
also on some rules

The first one is fairly easy the last one is more complex. Which one
interests you more?





*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*



On Wed, Jun 29, 2011 at 11:34 AM, Chris Thompson <chriselectrix@...>wrote:

> **
>
>
> Hi All
>
> How can I add a button (like the confirm button on Sales Order Entry
> screen)
> where it is there if OrderDtl.Checkbox01 = true and not visible or greyed
> out if
> OrderDtl.Checkbox01 = false.
>
> Thanks.
>
> [Non-text portions of this message have been removed]
>
>
>


[Non-text portions of this message have been removed]
Does the first one have to be used on a 'grid'?

If it doesnt and if I can turn the e.g. part number field on the Sales Order >
Order Line screen to e.g. green if OrderDtl.Checkbox01 = True and white if
OrderDtl.Checkbox01 = False, then the first option would suffice.

If not, the last option would be great.




________________________________
From: Jose Gomez <jose@...>
To: vantage@yahoogroups.com
Sent: Wed, 29 June, 2011 21:13:48
Subject: Re: [Vantage] Green notification 'buttons' on form

There are a few ways to do something like this
On the form you can create a Row Rule (Using the Row Rule Wizard) which will
let you change the color of a Field based on Some rules

You can use the Image Column Wizard to add a little Icon next to a column
based on some rules you setup

OR

You can use an EpiShape along with one of the above which you can control
with some custom code to make it turn green / yellow / red / disable based
also on some rules

The first one is fairly easy the last one is more complex. Which one
interests you more?





*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
 <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
 <http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
 <http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*



On Wed, Jun 29, 2011 at 11:34 AM, Chris Thompson <chriselectrix@...>wrote:

> **
>
>
> Hi All
>
> How can I add a button (like the confirm button on Sales Order Entry
> screen)
> where it is there if OrderDtl.Checkbox01 = true and not visible or greyed
> out if
> OrderDtl.Checkbox01 = false.
>
> Thanks.
>
> [Non-text portions of this message have been removed]
>

>


[Non-text portions of this message have been removed]



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note:Â You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.%c2%a0

(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links



[Non-text portions of this message have been removed]
Chris,

This is what you need to do, if you find it hard to follow along in the
email visit this post on my site I added a screen capture video at the
bottom which should help

http://www.usdoingstuff.com/2011/06/30/epicor-9-using-rule-wizard/



Using the Rule Wizard is a very easy way to accomplish something like this,
the rule wizard helps us automatically generate the code needed to run a
specific action based on a condition. These conditions usually stem of the
change of value on a field. In Chris’ case he wants to turn a “Button or
Field” green when the value of OrderDtl.CheckBox01 is true, otherwise he’d
like to keep the the default color.
To accomplish something like this enter the form in customization mode and
follow these steps: (I assume here that you already have the “Action” field
available in your form in some other manner, the video at the end shows that
step but it is an auxiliary step)

In customization mode Click on the Wizards Tab -> Rule Wizard
Click New Row Rule
Enter a Rule description and select the view which the rule will modify
In our case this view is OrderDtl
Under rule condition select the view which contains the field you’d like to
use as the action trigger, in our case “OrderDtl“
Note that this instructions only cover basic Rules, but you can create
custom conditinos / actions using code by selecting the appropriate option
on the wizard
Select the field you’d like to use as a trigger, in our case “CheckBox01″
Under rule condition select an appropriate condition operator
For example if you’d like to trigger this rule when CheckBox01 is Checked
you may want to select Equals -> True but if you were using a numeric field
such as Number01 you may want to select GrreaterThan or LessThan
Under Rule Value enter (or select) the value which you’d like to compare
against in our case we want to check for ChecBox01 =True, so we type true in
the field
Click the right facing arrow button to the right of the selections above to
set this rule condition
The above steps setup the condition to our rule, at the moment it says
“Trigger this rule when ChecBox01 is True (or Checked). The next step is to
define the action we would like to trigger, since this is a basic rule our
actions are mostly limited to changing the appearance of a field, but with a
bit of custom code you can do almost anything.
Click “New Rule Action” under the action Group
Select the View in which you’d like this action to take place, in our case
OrderDtl
Select either Field Action or Row action (In our case Field Action)
Field action only affects a specific field, while Row action affects the
whole row on the view
Slect the Field which you’d like to apply the action to, in our case PartNum
Select the Style you’d like to apply to the above field (in our case “OK”)
Your options here are as follows (From Epicor Ice 2.u User Experice and
Customization Guide)
Default – The text within the selected field displays in the default system
color.
Disabled – The field defined for this rule becomes grayed out.
EpiReadOnly – The field displays its value, but users cannot modify this
value.
EpiStyle_Highlight – The text within the selected field displays using a
highlight style you create within the Runtime Styler. Use
the Runtime Styler to customize the highlight color by adding gradients,
images, and so on.
EpiStyle_Invisible – The field is hidden from the display using the
Invisible style. You can modify within the Runtime Styler as
described previously.
Error – The field defined for this rule displays the error color.
Highlight – The text within the selected field displays with the highlight
color.
Invisible – The text within the selected field is hidden from view.
OK – The text within the selected field displays using the default okay
color. (green)
Warning – If data in the selected field activates this condition, the field
displays in red.
We want to select OK as that turns the field Green
Save the customization and take it for a spin
The above steps generate some custom code under the ”Script Editor” tab,
feel free to take a look if you’d like to gain a better understand of
this functionality

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*



On Thu, Jun 30, 2011 at 3:30 AM, Chris Thompson <chriselectrix@...>wrote:

> **
>
>
> Does the first one have to be used on a 'grid'?
>
> If it doesnt and if I can turn the e.g. part number field on the Sales
> Order >
> Order Line screen to e.g. green if OrderDtl.Checkbox01 = True and white if
> OrderDtl.Checkbox01 = False, then the first option would suffice.
>
> If not, the last option would be great.
>
> ________________________________
> From: Jose Gomez <jose@...>
> To: vantage@yahoogroups.com
> Sent: Wed, 29 June, 2011 21:13:48
> Subject: Re: [Vantage] Green notification 'buttons' on form
>
>
> There are a few ways to do something like this
> On the form you can create a Row Rule (Using the Row Rule Wizard) which
> will
> let you change the color of a Field based on Some rules
>
> You can use the Image Column Wizard to add a little Icon next to a column
> based on some rules you setup
>
> OR
>
> You can use an EpiShape along with one of the above which you can control
> with some custom code to make it turn green / yellow / red / disable based
> also on some rules
>
> The first one is fairly easy the last one is more complex. Which one
> interests you more?
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *
> *checkout my new blog <http://www.usdoingstuff.com> *
> *
> *T: 904.469.1524 mobile
>
> E: jose@...
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez
> >
> <http://www.google.com/profiles/jose.gomez> <
> http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
> <http://www.usdoingstuff.com>
>
>
> *Quis custodiet ipsos custodes?*
>
> On Wed, Jun 29, 2011 at 11:34 AM, Chris Thompson <chriselectrix@...
> >wrote:
>
> > **
> >
> >
> > Hi All
> >
> > How can I add a button (like the confirm button on Sales Order Entry
> > screen)
> > where it is there if OrderDtl.Checkbox01 = true and not visible or greyed
> > out if
> > OrderDtl.Checkbox01 = false.
> >
> > Thanks.
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
>
> [Non-text portions of this message have been removed]
>
> ------------------------------------
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
>
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
>
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
>
> [Non-text portions of this message have been removed]
>
>
>


[Non-text portions of this message have been removed]