About Sage 300cloud Web Screens
Customizing the Navigation Menu
Many web screens include a Customize option on the Options menu that you can use to hide and show fields and controls for that screen, or to customize labels for those fields and controls.
You can create multiple different customized versions of a single screen. Each customized version of a screen must have a distinct Customization ID.
Along with the customization ID, you specify the UI profiles that will use the customized screen. This allows you to customize a screen differently for each UI profile, or use the same customized screen for multiple UI profiles.
When you use this feature to make changes to a web screen:
- The changes apply only to users who are assigned to the UI profiles you specify.
For more information about UI profiles, see Adding and Managing UI Profiles.
- Sage 300 desktop screens are not affected. Similarly, any changes made to desktop screens do not affect the appearance of web screens.
- To hide or show a field and related controls, you may need to clear or select multiple options. For example, to hide a Ship-To Location field, you may need to clear options for the label, text box, buttons (such as the Go, Add, and Finder buttons), and the Details link.
- Labels for some fields and controls change dynamically when you select filter criteria, document type, or other criteria. Customized labels for these dynamic fields and controls may revert to their original value when a different selection is made.
Before you start
- You must sign in as an administrator ("ADMIN" user) to customize web screens.
- You can customize web screens while other users are signed in, but they will not see the changes until they refresh their browser or sign out and sign in again.
- To open any screen that appears on the navigation menu, users must be assigned to a security group that is authorized to use the screen.
To customize fields and controls for a web screen:
- Open a web screen that supports customization.
- Click Options > Customize.
- In the Customization ID field, enter an ID for the customized screen.
You can create multiple different customized versions of a single screen. Each customized version of a screen must have a distinct Customization ID.
- In the Customization Description field, enter a description for the customized screen.
- In the UI Profiles field, specify one or more UI profiles. Only users who are assigned to the specified UI profiles will see the customized screen. You can leave this field blank and specify UI profiles later.
If there are multiple customized versions of a screen, you can specify different UI profiles for each, allowing you to customize a screen differently for each UI profile, or use the same customized screen for multiple UI profiles.
Tip: Click the UI Profiles menu
to open a partial version of the UI Profiles screen, which you can use to create a new UI profile, or to review and change the list of users assigned to an existing UI profile. Other features of the full UI Profiles screen (such as the Reports tab) are not available. - To show or hide a field or control, select or clear the check box for that field or control.
- To change the label for a field or control, enter the new label text in the Text column.
- Click Save.
To delete a customized version of a screen:
- Open a web screen that supports customization.
- Click Options > Customize.
- In the Customization ID field, enter the ID for the customized version of the screen that you want to delete.
- click Delete.