Configurable Screens > Designing a Template
Designing a Template
When you configure screens, you create templates and assign them to user groups. Each template defines how fields display, whether they are required and enabled, if default values are supplied, and any automatic navigation from frame to frame.
To create a new template, select one of the programs in the menu system, such as Customer Maintenance. Right-click to display options and choose Design.
Note: This option is enabled only when you are logged in as a member of the UI Design Group.
To move through the sequence of frames in a program, you must either create a new record or modify an existing one. However, when you are in configure mode, none of the changes that you make to database records are saved. You use the record simply as a way to move through the screen.
In cases where new records are assigned sequential numbers, it may be better not to create new records. Although the records are not saved, number sequences are incremented. For example, if you create a new sales order in configure mode, the new order is not saved. However, the next sales order number in Sales Order Control (7.1.24) is incremented, leaving a gap in sales order numbers.
On the other hand, testing of template changes is simplified when you create a new record, rather than editing an existing one. When a new record is created, many fields that require data may be initially blank. For an existing record, these would already have values. If you hide a required field and test with an existing record that has a field value, no error is generated. Later when a user attempts to create a new record, template errors may occur because a field that needs input cannot be updated.
Important: To support rolling back changes when you exit design mode, some database records may remain locked during the entire time you are in simplify mode. To reduce any adverse effects of record locking on other users of the system, designers should create and modify UI templates when other users are not actively using the system.