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app:app_how_to_cust

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app:app_how_to_cust [2019/08/01 08:35]
dtucker [How To Import Item Properties and Events] 		app:app_how_to_cust [2019/08/02 00:07] (current)
dtucker [How To Publish APP Customizer Changes to All Users]
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 {{:app/image44.jpeg?786}} {{:app/image44.jpeg?786}}
  
-===== How To Convert APP Form Customized Data to XML =====+===== How To Convert APP Form Customized Data to XML During APP Upgrade =====
  
 Information for forms that have been customized using APP will be saved into the database as XML. These XML files are used at the time that the form is loaded in SAP® Business One. Information for forms that have been customized using APP will be saved into the database as XML. These XML files are used at the time that the form is loaded in SAP® Business One.
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   * The user should fill in the Menu UID for each form and then click the <color #22b14c>**Generate XML**</color> button.   * The user should fill in the Menu UID for each form and then click the <color #22b14c>**Generate XML**</color> button.
   * When the process is complete the user will receive a message on the SAP® B1 satus bar that the process was successful.   * When the process is complete the user will receive a message on the SAP® B1 satus bar that the process was successful.
 +
 +{{:app/image44.jpeg?786}}
 +
 +===== How To Publish APP Customizer Changes to All Users =====
 +
 +The APP Customizer **Publish Forms** screen lists all SAP® Business One forms or other APP registered forms that have been modified through APP Customizer (Item Placement, Tab Order, and Mandatory Fields). 
 +
 +Click the SAP menu option titled <color #22b14c>**Publish Forms**</color> under the <color #22b14c>**Administration**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**Setup**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**APP Configuration**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**Customizer**</color> menu to load the APP Customizer **Publish Forms** screen.
 +
 +{{:app:app_customizer_publish_forms.jpg?nolink&400|}}
 +
 +  * Click the <color #00a2e8>**Select**</color> column checkbox at the right of each form listing that you wish to publish APP Customizer modifications to all users.
 +  * Click the <color #22b14c>**Publish**</color> button.
 +  * Close the APP Customizer **Publish Forms** screen.
 +
 +<WRAP center round info 90%>
 +Once APP Customizer form modifications have been published for all users, the changes will be reflected once any open instances of the form(s) published have been closed and reopened.
 +</WRAP>
 +
  
 {{:app/image44.jpeg?786}} {{:app/image44.jpeg?786}}
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 Process Rules functionality allows the user to add field validations and procedure executions to enhance any SAP® Business One forms or UI-based add-on application screens without the use of programming knowledge. Process Rules functionality allows the user to add field validations and procedure executions to enhance any SAP® Business One forms or UI-based add-on application screens without the use of programming knowledge.
  
- +{{:app/image44.jpeg?786}}
  
    
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 The tab order cannot be used to set the tab order of columns in an SAP UI grid or matrix object. This is an SAP® Business One UI limitation. The tab order cannot be used to set the tab order of columns in an SAP UI grid or matrix object. This is an SAP® Business One UI limitation.
 </WRAP> </WRAP>
- + 
 +{{:app/image44.jpeg?786}}
 ===== How To Set Tab Order Sequence ===== ===== How To Set Tab Order Sequence =====
  
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 Mandatory Fields functionality allows the user to establish, edit, and remove custom designated mandatory fields for forms that will operate in addition to the normal required fields on a form. Mandatory Fields functionality allows the user to establish, edit, and remove custom designated mandatory fields for forms that will operate in addition to the normal required fields on a form.
  
 +{{:app/image44.jpeg?786}}
 ===== How To Set Mandatory Fields ===== ===== How To Set Mandatory Fields =====
  
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 </WRAP> </WRAP>
  
-  *  Click the SAP menu option titled <color #22b14c>**Item Master Data**</color> under the <color #22b14c>**Inventory**</color> menu to load the **Inventory Master Data** screen.+  *  Click the SAP menu option titled <color #22b14c>**Item Master Data**</color> under the <color #22b14c>**Inventory**</color> menu to load the **Item Master Data** screen.
  
 {{:app/image716.jpeg?621x526}} {{:app/image716.jpeg?621x526}}
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 ====== How To Export Charts ====== ====== How To Export Charts ======
  
- Click the SAP menu option titled **Report Definitions** under the **Administration** -**Setup** -**APP Setup** menus to load the Reports Maintenance screen. +  * Click the **<color #22b14c>Report Definition</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups. 
- +  * Click on the object with the associated Chart that you want to export.
- Click on the object with the associated Chart that you want to export.+
  
 {{:app/image717.jpeg?542x577}} {{:app/image717.jpeg?542x577}}
  
- Click the **Manage Charts** button ({{:app/image718.jpeg?18x18}}). The Chart Definition form is displayed.+  * Click the <color #22b14c>**Manage Charts**</color> button {{:app/image718.jpeg?18x18}}. The **Chart Definition** screen is displayed.
  
 {{:app/image719.jpeg?527x419}} {{:app/image719.jpeg?527x419}}
  
- Click the **Export** button. +  * Click the <color #22b14c>**Export**</color> button. 
- +  * A window will open to allow you to specify the directory and file name under which the exported XML file will be saved.
- A window will open to allow you to specify the directory and file name under which the exported XML file will be saved.+
  
 {{:app/image720.jpeg?638x479}} {{:app/image720.jpeg?638x479}}
  
 +  * Enter a file name.
 +  * Click the <color #22b14c>**Save**</color> button.
 +  * Navigating and opening the exported XML file shows the data that has been exported and can be imported into either the same SAP database or any other SAP database utilizing APP Customizer.
  
- +<WRAP center round info 90%> 
- Enter a file name. +The Query for the Chart is also included in the exported XML file information. 
- +</WRAP>
- Click the **Save** button. +
- +
- Navigating and opening the exported XML file shows the data that has been exported and can be imported into either the same SAP database or any other SAP database utilizing APP Customizer. +
- +
-{{:app/image136.jpeg?723x94}} +
- +
-**Note** - The Query for the Chart is also included in the exported XML file information.+
  
 {{:app/image721.jpeg?784x581}} {{:app/image721.jpeg?784x581}}
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 ====== How To Import Charts ====== ====== How To Import Charts ======
  
- Click the SAP menu option titled **Item Master Data** under the **Inventory** menu to load the Inventory Master Data screen. +  *  Click the SAP menu option titled <color #22b14c>**Import XML**</color> under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups. 
- +  *  A window will open to allow you to specify the directory and file name for the XML file to be imported.
- Click the SAP menu option titled **Import XML** under the **Administration** -**Setup** -**APP Setup** menus. +
- +
- A window will open to allow you to specify the directory and file name for +
- +
-the XML file to be imported.+
  
 {{:app/image722.jpeg?639x480}} {{:app/image722.jpeg?639x480}}
  
- Double click the file name or select the file and click the **Open** button.  The XML file will be imported into APP Customizer+  *  Double click the file name or select the file and click the <color #22b14c>**Open**</color> button.   
 +  *  The XML file will be imported into APP Customizer
  
 {{:app/image714.jpeg?488x138}} {{:app/image714.jpeg?488x138}}
  
- Stop and restart the APP application.+  *  Stop and restart the APP application.
  
-{{:app/image109.jpeg?723x56}} +<WRAP center round important 90%> 
- +After importing **any** objects into APP, the application **must** be stopped and restarted for the imported modifications to take effect. 
-**Warning –** After importing **any** objects into APP, the application **must** be stopped and restarted for the imported modifications to take effect.+</WRAP>
  
 ====== How To Export Dashboards ====== ====== How To Export Dashboards ======
  
- Click the SAP menu option titled **Dashboard Setup** under the **Administration** -**Setup** -**APP Setup** menus to load the Dashboards setup screen. +  *  Click the SAP menu option titled <color #22b14c>**Dashboard Setup**</color> under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups to load the **Dashboards** setup screen. 
- +  *  Load the Dashboard that you want to export.
- Load the Dashboard that you want to export.+
  
 {{:app/image723.jpeg?385x328}} {{:app/image723.jpeg?385x328}}
  
- Click the **Export** button. +  *  Click the <color #22b14c>**Export**</color> button. 
- +  *  A window will open to allow you to specify the directory and file name under which the exported XML file will be saved.
- A window will open to allow you to specify the directory and file name under which the exported XML file will be saved.+
  
 {{:app/image724.jpeg?639x481}} {{:app/image724.jpeg?639x481}}
  
- Enter a file name.+  *  Enter a file name. 
 +  *  Click the <color #22b14c>**Save**</color> button. 
 +  *  Navigating and opening the exported XML file shows the data that has been exported and can be imported into either the same SAP database or any other SAP database utilizing APP Customizer.
  
- Click the **Save** button. +<WRAP center round info 90%> 
- +The Query for the Dashboard panes are also included in the exported XML file information. 
- Navigating and opening the exported XML file shows the data that has been exported and can be imported into either the same SAP database or any other SAP database utilizing APP Customizer. +</WRAP>
- +
-{{:app/image136.jpeg?723x94}} +
- +
-**Note** - The Query for the Dashboard panes are also included in the exported XML file information.+
  
 {{:app/image725.jpeg?784x586}} {{:app/image725.jpeg?784x586}}
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 ====== How To Import Dashboards ====== ====== How To Import Dashboards ======
  
- Click the SAP menu option titled **Item Master Data** under the **Inventory** menu to load the Inventory Master Data screen. +  * Click the SAP menu option titled <color #22b14c>**Import XML**</color> under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups. 
- +  * A window will open to allow you to specify the directory and file name for the XML file to be imported.
- Click the SAP menu option titled **Import XML** under the **Administration** -**Setup** -**APP Setup** menus. +
- +
- A window will open to allow you to specify the directory and file name for the XML file to be imported.+
  
 {{:app/image726.jpeg?638x479}} {{:app/image726.jpeg?638x479}}
  
- Double click the file name or select the file and click the **Open** button.  The XML file will be imported into APP Customizer+  * Double click the file name or select the file and click the <color #22b14c>**Open**</color> button.  The XML file will be imported into APP Customizer
  
 {{:app/image714.jpeg?488x138}} {{:app/image714.jpeg?488x138}}
  
- Stop and restart the APP application. +  * Stop and restart the APP application.
- +
-{{:app/image109.jpeg?723x56}} +
- +
-**Warning –** After importing **any** objects into APP, the application **must** be stopped and restarted for the imported modifications to take effect.+
  
 +<WRAP center round important 90%>
 +After importing **any** objects into APP, the application **must** be stopped and restarted for the imported modifications to take effect.
 +</WRAP>
app/app_how_to_cust.1564662921.txt.gz · Last modified: 2019/08/01 08:35 by dtucker

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