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 7 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 display window. |
Bottom Taskbar |
Taskbar will be shown at the bottom of the display window. |
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. |
Check for language improvements on startup |
Applies to non-English language editions only. If checked the user will, if connected to the Internet, automatically perform a language upgrade check and upload any language improvements for use by network users. For more about language edition text improvements see the Crowd-Source Language Improvement window help.
|
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 dialogues 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 dialogues 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. |
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. |
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.
|
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. |
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) delemiter, 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). |
Secure |
These options control the use of OpenSSL (which must be installed on the client computer) in communicating with the mail server. Selecting No turns off OpenSSL for communications to the email server. Selecting Yes, means OpenSSL secures the connection using OpenSSL to the email server. The STARTTLS option means the communication with the server will be by STARTTLS protocols. |
|
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.
|
HTML |
Attachments will be in HTML format.
|
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. |
Encoding for Import when no BOM |
When importing from text data when the file has no Unicode Byte Order Marker (BOM) the selected encoding will be used. Default is kUniTypeNativeCharacters. For more details about this setting see the Unicode topic. |
Encoding for Exporting |
When exporting to text data or printing to port or text the selected encoding will be used. Default is kUniTypeUTF8. For more details about this setting see the Unicode topic. |
Set Byte Order Mark at the start of exported text |
If set, and the Encoding for Exporting is set to a Unicode encoding, a Unicode BOM is output at the start of the output file. For more details about this setting see the Unicode topic. |
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.
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See also: – |
Compiled in Program Version 5.10. Help data last modified 23 Feb 2016 09:01:00.00. Class wSettings last modified 10 Oct 2017 11:48:44.