Standard Report ManagementMenu Changes

1
Standard Report Management/Menu Changes
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2
Introduction

• Both beginners and advanced users will benefit
  from the Report Management/Menu Changes session.
• This session will teach you how to run standard
  reports and change or customize standard ePace
  features from the ePace Administration main menu
  option.

3
Report Front End Modification

• Accessing the RFE
• Administration ? System Setup ? General ? Reports
• Purpose of the RFE
• Provide a link between Crystal Reports files and
  the ePace System
• A link to a report in ePace points to the RFE,
  which contains the name of the file to run, as
  well as a list of parameters to pass.

4
Add/Modify A Definition

• Fields
• Lock Buttons Settings do not revert during
  upgrade
• Name - Pick a report file from the standard or
  custom report folder
• Base Object If selected, defines the reference
  point for xPath, and adds the report to the
  Reports button on that object
• Display Name The name used to display this
  report in the system(Not necessarily the same as
  the menu name)
• Description Additional info about this report
  for your reference

5
Add/Modify A Definition

• Fields
• Export Type The type of file to generate from
  the report. (Some options will require
  specialized report development)
• Allow refresh Enables the Refresh button for
  certain report types
• Default Printer
• Crystal Clear Version The rendering engine to
  use
• (6.5 in almost all cases)
• Data Preparer Large amounts of data sometimes
  require special functions to keep reports loading
  quickly
• Show logo Determines whether, if configured,
  this report should display the company logo

6
Add/Modify Report Parameters

• Fields
• Lock Parameters Parameters do not revert during
  upgrade
• Name The display name used to identify and
  prompt for parameters
• Description Additional information about this
  parameter that shows in the tooltip.
• Useful for identifying parameter options like (1,
  2, 3, O, C, X)
• Data Type The type field to send the report
• (Should match the report file)

7
Add/Modify Report Parameters

• Fields
• Expression Type Option to use a single value,
  or a variable expression with xPath
• Expression The value or formula to pass the
  report file
• Example xPath expressions

8
Add/Modify Report Parameters

• Fields
• Prompt Sequence Enables you to sort parameters
  so they are passed to the report file in the
  expected order
• Prompt Enables the user to edit this value
  before running the report
• Accept Multi Value
• Is Logo

9
Duplicate

• Make life easy duplicate!

10
Menu Changes

• Administration ? System Setup ? User Interface ?
  User Defined Menu
• Adding A New Menu
• Webapp
• Epace modifies the Production system interface
• Eservice modifies the Customer store front
  interface
• Mobile modifies the Wireless Inventory
  interface
• Group
• Leave blank to affect all groups,
• Specify a group to create many custom menus
• If a user belongs to more than one group with a
  custom menu, you can define which one to use by
  going to the system user and drilling into the
  group list.

11
Modifying A Menu

• Active Flag
• Yellow Folder Icon Left click to expand or
  collapse menu options
• Blue Toolbox Left click to choose options
• Active/Inactive
• Cut/Copy/Paste
• Move Up/Down
• Move to Menu Root
• Collapse

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Add A New Item

• Caption The name to display on the menu
• Tooltip The rollover hint for this item
• Report
• Choose the report definition
• External URL
• Enter the address to link to
• Valid- http//www.google.com-
  http//192.168.0.1/epace/inquiry/view/5000-
  /epace/inquiry/view/5000
• Section
• Add a new folder to the menu

13
Add A New Item

• Context Item
• Link directly to a specified form
• Object the ePace object
• Item the specific form (i.e. - detail, add)
• Process
• Link to a specific processing or posting form
• Choose the process from the drop-down
• Setup
• Link to a setup item
• Choose the setup item from the drop-down

14
Delete Custom Menus And Restore Defaults