AppAdminBiller CustomerTables: Difference between revisions
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(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...") |
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== Customer Tables == | == Customer Tables == <!--T:22--> | ||
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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. | ||
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Customer tables are also commonly used for handling settings regarding push reporting. | Customer tables are also commonly used for handling settings regarding push reporting. | ||
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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]. | ||
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Selectable choices for customer tables: | Selectable choices for customer tables: | ||
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=== How to - Show Customer Tables === | === How to - Show Customer Tables === <!--T:27--> | ||
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# 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''' | ||
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=== How to - Add Row === | === How to - Add Row === <!--T:29--> | ||
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# 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 | ||
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=== How to - Change Row === | === How to - Change Row === <!--T:31--> | ||
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# 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 | ||
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=== How to - Delete Row === | === How to - Delete Row === <!--T:33--> | ||
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# 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 | ||
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=== How to - Set Sorting and Visibility Column Settings === | === How to - Set Sorting and Visibility Column Settings === <!--T:35--> | ||
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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. | ||
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# 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--> | ||
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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. | ||
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=== How to - Export to Excel === | === How to - Export to Excel === <!--T:40--> | ||
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# 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 | ||
Revision as of 13:29, 13 February 2023
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 Servicedesk.
Selectable choices for customer tables:
| 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 role Application Maintenance or the 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
in the top left of the table
- A new row is added
- Edit or change the fields as appropriate
- Click on save
How to - Change Row
- Click on edit
next to the item you want to change - Edit the information
- Click on save
How to - Delete Row
- Check the box for tables you want to delete
- Click the icon
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 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
- Read more about how to set permissions on customer tables
How to - Export to Excel
- Click on Action menu > Export to Excel
- Click on save to download the file to your computer