AppAdminBiller CustomerTables - Revision history

Sofial at 12:28, 22 June 2023

2023-06-22T12:28:27Z

← Older revision		Revision as of 12:28, 22 June 2023
Line 9:		Line 9:

	<!--T:25-->		<!--T:25-->
	The customer tables are created at installation. This means you cannot add customer tables yourself, but you may add or delete lines or change values in the existing tables. If you would like to create new customer tables, please contact [mailto:~~supportNE~~@enghouse.com Servicedesk].		The customer tables are created at installation. This means you cannot add customer tables yourself, but you may add or delete lines or change values in the existing tables. If you would like to create new customer tables, please contact [mailto:em@enghouse.com Servicedesk].

	<!--T:26-->		<!--T:26-->

Sofial: Marked this version for translation

2023-02-13T13:29:34Z

Marked this version for translation

← Older revision		Revision as of 13:29, 13 February 2023
Line 1:		Line 1:
	<translate>		<translate>
	== Customer Tables ==		== Customer Tables == <!--T:22-->

			<!--T:23-->
	Using customer tables, you can get information directly from the database to the Pro 9 user interface. The table content and data varies depending on the setup made on installation. It might be information used in customizing your system, such as payroll system information or associations to an information system. The customer tables make this information available to several people at a time. If necessary, it is also possible to use the interface to make changes to the information.		Using customer tables, you can get information directly from the database to the Pro 9 user interface. The table content and data varies depending on the setup made on installation. It might be information used in customizing your system, such as payroll system information or associations to an information system. The customer tables make this information available to several people at a time. If necessary, it is also possible to use the interface to make changes to the information.

			<!--T:24-->
	Customer tables are also commonly used for handling settings regarding push reporting.		Customer tables are also commonly used for handling settings regarding push reporting.

			<!--T:25-->
	The customer tables are created at installation. This means you cannot add customer tables yourself, but you may add or delete lines or change values in the existing tables. If you would like to create new customer tables, please contact [mailto:supportNE@enghouse.com Servicedesk].		The customer tables are created at installation. This means you cannot add customer tables yourself, but you may add or delete lines or change values in the existing tables. If you would like to create new customer tables, please contact [mailto:supportNE@enghouse.com Servicedesk].

			<!--T:26-->
	Selectable choices for customer tables:		Selectable choices for customer tables:

Line 30:		Line 34:


	=== How to - Show Customer Tables ===		=== How to - Show Customer Tables === <!--T:27-->

			<!--T:28-->
	# Click on the [[{{Link}}ApplikationAdmin_Default\|role Application Maintenance]] or the [[{{Link}}Biller Default\|role Invoicing]] in the navigation menu		# Click on the [[{{Link}}ApplikationAdmin_Default\|role Application Maintenance]] or the [[{{Link}}Biller Default\|role Invoicing]] in the navigation menu
	# Select '''Custom configuration > Customer tables'''		# Select '''Custom configuration > Customer tables'''
Line 38:		Line 43:


	=== How to - Add Row ===		=== How to - Add Row === <!--T:29-->

			<!--T:30-->
	# Click on '''add''' [[Image:Icon Add.png]] in the top left of the table		# Click on '''add''' [[Image:Icon Add.png]] in the top left of the table
	#:* A new row is added		#:* A new row is added
Line 46:		Line 52:


	=== How to - Change Row ===		=== How to - Change Row === <!--T:31-->

			<!--T:32-->
	# Click on '''edit''' [[Image:Icon Edit.png]] next to the item you want to change		# Click on '''edit''' [[Image:Icon Edit.png]] next to the item you want to change
	# Edit the information		# Edit the information
Line 53:		Line 60:


	=== How to - Delete Row ===		=== How to - Delete Row === <!--T:33-->

			<!--T:34-->
	# Check the box for tables you want to delete		# Check the box for tables you want to delete
	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
Line 60:		Line 68:


	=== How to - Set Sorting and Visibility Column Settings ===		=== How to - Set Sorting and Visibility Column Settings === <!--T:35-->

			<!--T:36-->
	It is possible on customer table to change the setting for column sorting and visibility.		It is possible on customer table to change the setting for column sorting and visibility.

			<!--T:37-->
	# Select the table you want to edit		# Select the table you want to edit
	#:* Read more about [[{{Link}} AppAdminBiller_CustomerTableEdit\|how to set sorting and visibility settings on customer table]]		#:* Read more about [[{{Link}} AppAdminBiller_CustomerTableEdit\|how to set sorting and visibility settings on customer table]]


	=== How to - Set Permissions on Customer Tables ===		=== How to - Set Permissions on Customer Tables === <!--T:38-->

			<!--T:39-->
	Permissions can be set on customer tables, so that they can only be accessed by selected users.		Permissions can be set on customer tables, so that they can only be accessed by selected users.

Line 76:		Line 87:


	=== How to - Export to Excel ===		=== How to - Export to Excel === <!--T:40-->

			<!--T:41-->
	# Click on '''Action menu > Export to Excel''' [[Image:Icon Links.png]]		# Click on '''Action menu > Export to Excel''' [[Image:Icon Links.png]]
	# Click on '''save''' to download the file to your computer		# Click on '''save''' to download the file to your computer

Sofial: Created page with " == Customer Tables == Using customer tables, you can get information directly from the database to the Pro 9 user interface. The table content and data varies depending on the setup made on installation. It might be information used in customizing your system, such as payroll system information or associations to an information system. The customer tables make this information available to several people at a time. If necessary, it is also possible to use t..."

2023-01-17T11:04:35Z

Created page with "<translate> == Customer Tables == Using customer tables, you can get information directly from the database to the Pro 9 user interface. The table content and data varies depending on the setup made on installation. It might be information used in customizing your system, such as payroll system information or associations to an information system. The customer tables make this information available to several people at a time. If necessary, it is also possible to use t..."

New page

<translate>
== Customer Tables ==

Using customer tables, you can get information directly from the database to the Pro 9 user interface. The table content and data varies depending on the setup made on installation. It might be information used in customizing your system, such as payroll system information or associations to an information system. The customer tables make this information available to several people at a time. If necessary, it is also possible to use the interface to make changes to the information.

Customer tables are also commonly used for handling settings regarding push reporting.

The customer tables are created at installation. This means you cannot add customer tables yourself, but you may add or delete lines or change values in the existing tables. If you would like to create new customer tables, please contact [mailto:supportNE@enghouse.com Servicedesk].

Selectable choices for customer tables:


{|
|-
| width="125px" |
|
|-
| '''Date'''
| Enter a date or select one from the calendar view
|-
| '''Number'''
| Enter numbers, select from drop-down list or multi check from multi choice drop-down list
|-
| '''Checkbox'''
| Check or uncheck the box
|-
| '''Text'''
| Enter text, select from drop-down list or multi check from multi choice drop-down list
|}

=== How to - Show Customer Tables ===

# Click on the [[{{Link}}ApplikationAdmin_Default|role Application Maintenance]] or the [[{{Link}}Biller Default|role Invoicing]] in the navigation menu
# Select '''Custom configuration > Customer tables'''
#:* A table of customer tables is displayed in the right-hand window
#:* If there are more than one table, use the drop-down list to select what table to show

=== How to - Add Row ===

# Click on '''add''' [[Image:Icon Add.png]] in the top left of the table
#:* A new row is added
# Edit or change the fields as appropriate
# Click on '''save''' [[Image:Icon Save.png]]

=== How to - Change Row ===

# Click on '''edit''' [[Image:Icon Edit.png]] next to the item you want to change
# Edit the information
# Click on '''save''' [[Image:Icon Save.png]]

=== How to - Delete Row ===

# Check the box for tables you want to delete
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
#:* The row is immediately deleted

=== How to - Set Sorting and Visibility Column Settings ===

It is possible on customer table to change the setting for column sorting and visibility.

# Select the table you want to edit
#:* Read more about [[{{Link}} AppAdminBiller_CustomerTableEdit|how to set sorting and visibility settings on customer table]]

=== How to - Set Permissions on Customer Tables ===

Permissions can be set on customer tables, so that they can only be accessed by selected users.

# Click '''permissions''' [[Image:Icon Rights.png]]
#:* Read more about [[{{Link}}AppAdminBiller CustomerTableSecurity|how to set permissions on customer tables]]

=== How to - Export to Excel ===

# Click on '''Action menu > Export to Excel''' [[Image:Icon Links.png]]
# Click on '''save''' to download the file to your computer

</translate>

[[Category:F01{{Langcat|AppAdminBiller CustomerTables}}]]