This document details the process of implementing a Custom Table within an existing system using Custom Fields, specifically focusing on Sales Orders. This step-by-step guide will walk you through defining and adding Custom Fields, creating Custom Tables, and configuring them with appropriate elements and values.
Step 1
In this step, we introduce the new feature called the Custom Table, which is a special table that can be integrated into our existing system through Custom Fields. We will focus on defining Custom Fields within Sales Orders.
Step 2
Each company can define what is relevant to them based on user preferences. For example, a status can be added to the classic Custom Fields within Sales Orders, as covered in previous demonstrations.
Step 3
Within Sales Orders, Custom Fields can be defined. Previously, Custom Fields were limited and did not display correctly, but now they can be organized effectively.
Step 4
We have enabled the definition of a Custom Table within Custom Fields. Initially, there were restrictions based on header and item documents, but now it is possible to add a new Custom Table.
Step 5
To add a new Custom Table, navigate to Custom Fields. In this example, a new Custom Table will be introduced, complete with its own unique name.
Step 6
For instance, we will add ‘Installation Teams’ as a caption within Custom Fields. Additionally, a field named ‘Name’ is utilized in Blockly Scripts.
Step 7
The name of the Custom Table should be concise to ensure clarity. The Custom Table is defined within Custom Fields and is similar to Custom Fields or Custom Documents.
Step 8
Next, we will add a team member and specify a role. This allows for the creation of a predefined list of elements that will be installed.
Step 9
We will set a default value and introduce a field named ‘Date,’ which will capture the current date upon opening the document.
Step 10
Upon opening the document, the current date is recorded. Additionally, fields named ‘Status’ and ‘Valid’ will be added.
Step 11
After completing these fields, each element can be defined individually. Conditional Formatting can be applied to set the value of the status.
Step 12
The value will be configured to match a color, such as red, with a default value of 2.
Step 13
This illustrates a straightforward method to define a Custom Table within a document. Grouping options are available, and values can be defined as needed.
Step 14
If values are known, they can be set accordingly. For example, ‘Notes’ can be defined as free text, with a value specified to be the largest.
Step 15
We have the User Scope and User Read Only User options to define initial elements.
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