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To create a custom tab

After you name and define a data table, you can create and customize a window tab based on the data fields.

Note: If you selected Auto-Create Window when you defined the table, a window tab based on the table name was created automatically. If a window tab was created automatically, you can modify it.

  1. Make sure all other users exit the iMIS system.
  2. Back up your data.
  3. Log into iMIS as the database owner: MANAGER!SA (Sybase: MANAGER!DBA)
  4. From Customers, select Set up module> General, and click Additional Windows to open the Customer Setup – Additional Windows window.
  5. Click Define Windows to open the Window Designer window.
  6. In the Window Designer window, name the custom window tab, enter the table name that contains the data fields, and select the fields you want displayed on the window tab. In the following example, the Name-Demo window is created using fields from the Name_Demo table. Although the Name_Demo table contains 17 data fields, only nine fields are used for this custom window tab. The field labels that display on the custom window tab are the same as the data field names unless prompts are defined for the fields. In this case, the field labels display in parentheses, for example (Mobile Phone).
  7. Click New.
  8. Enter the window tab name in the Current windows field.
  9. Press Tab. iMIS prompts you to confirm the creation of the new window tab.
  10. Click Yes. iMIS prompts you for the table name.
  11. Enter the Table Name that contains the fields you want to use for the custom window tab.
  12. Click Save. iMIS prompts you for the window tab title.
  13. Click Save to accept the default window title, or type in a different title.
  14. Click Save. The Window Designer window displays the window name and the Available fields from the selected table.
  15. Press Tab.
  16. (Optional) Enter any Access keywords, or select the Find icon to select keywords for the custom window tab.
  17. (Required for single-instance, window tabs) Enter the Number of Columns you want to display for the window tab.
  18. Select a data field from the Available fields list, and click Add to move the field to the Current fields list. Repeat this step for every data field to be displayed on your custom window tab.

    Note: If there is a subset of fields in your table that need to be confidential among a smaller group of users, remove them from the window tab and create a new restricted-access window tab containing only these confidential fields.

  19. (Optional) Select a data field from the Current fields list.
  20. Click Up or Down to reorder the field as it appears on the custom window tab.
    1. If you want a different Prompt than the one specified in the User Defined Tables window, enter the new prompt.
    2. (Optional) Enable the New row option to display a field in the first column of a new row.
    3. Select the Read only option to create a special display-only field that cannot be edited.

      Note: Use Read only to create versions of the same window tab for different user groups: one group can enter data in those fields, while another only can view the data. The Read only option requires the Access Keywords feature.

  21. (Optional) Enable the Show window fields on customer profile option to show the Current fields on the customer's profile.
  22. Click Save. iMIS saves the window tab definition and creates the window tab format.
  23. Click OK if prompted to restart iMIS.
  24. Click Close to close the Window Designer window.
  25. Exit iMIS immediately.

See Also

Creating a Custom Tab

Window Designer window

To modify a custom tab

To delete a custom tab

To display custom window fields in customer profiles


ASI logo 10.6 Production Release. Updated 2/21/2006 12:38:04 PM
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