ApplicationForms
Anapplicationformisawindowusedtoaccomplishaspecificbusinesstask.
Youuseapplicationformstoenter,change,andreviewdata.Eachapplication
formhasatitle,forexample,EmployeeDeduction.
Eachprogramwithinanapplicationhasoneormoreassociatedapplication
formsyoucanusetoaccessorupdatedata.Anapplicationprogramcanbe
oneoftwotypes:anonlineprogramthatrunsinrealtime,orabatchprogram
thatrunsinthebackground.
Anapplicationformcontainsseveralstandardparts.
RelatedPages
SomeLawsonformsaremultiple-pages. TheRelatedPagesboxgivesyou
immediateaccesstootherpagesontheform.
RelatedLinks
TheRelatedLinksboxlistsothermenusthatrelatetothecontentyouare
currentlyusing. (InpreviousversionsofLawson,thisfeaturewascalled
“LocalFormTransfer.”)
ActionButtons
Actionbuttonsactivateprocessingavailablefromthisform.Theyare:Add,
Change,Delete,Inquire,andsoon. Eachlinkorbuttonrepresentsaform
action.
KindsofApplicationForms
Lawsonapplicationsuseavarietyofforms. Thedifferencesdependonthe
kindofdataaparticularformviewsandupdates.Some,butnotall,forms,let
youaddorchangedata.Someformshavekeyfieldsanddetailareas.Ifa
formhasakeyfieldordetailarea,youaccessitdifferentlythanformsthat
donothavethem.
Single-RecordForm
Asingle-recordformpresentstotheuserasetoffieldsthatrepresentone
recordfromadatabasefile. Asingle-recordformwillhaveatleastonekey
field.Inordertoinquireondataforthistypeofform,youmustprovidevalues
forthekeyfields.
Forexample,theform,Company,(),hasasinglekeyfield,Company. If
youenterthenumberofanexistingcompanyinthisfieldandthenperform
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anInquireformaction,youwillbeabletoviewthedatafromthedatabase
filerecordforthatcompany.
Figure26.Formclip:Single-recordform
DetailForm
ADetailformconsistssimplyofadetailarea. Thatis,itdisplaysmultiple
recordsonasingleform. Eachrecordappearsasasetoffields,usually
arrangedinasingleline.Eachlineorrecordiscalledadetailline.
Adetailformdoesnothavekeyfieldssinceitsimplylistsalloftherecords
fromafile.Youdonotneedtofirstentervaluesforanykeyfieldsinorderto
narrowdownwhichrecordorsetofrecordstheformappears.
Figure27. Formclip: Detailform
Header/DetailForm
Aheader/detailformcanbethoughtofasacombinationofasingle-record
formandadetailform. Ithasaheaderareathatcontainsfieldsfromone
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recordfromonedatabasefileandadetailareathatcontainsmultiplerecords
fromanotherdatabasefile.
Theheaderareacontainsthekeyfieldsfortheformandmaycontainother
fieldsaswell. Thedetailareahasmultiplelinesofdata,witheachdetail
linerepresentingarecord.Aspecialrelationshipexistsbetweenthedetail
areaandtheheaderarea:allrecordsdisplayedinthedetailareasharethe
informationdisplayedintheheaderareaoftheform.
Figure28. Formclip:Header/detailform
InquiryForm
Aninquiryformismuchlikeaheader/detailformwiththeadditionoffieldsfor
filteringtherecordsthatyouwanttolookup. Thesefieldsappeareitheron
theformitselfintheheaderareaoronasubformthatyouaccessthrougha
Filterbutton.
Youcannotuseaninquiryformtoaddorupdaterecords. However,you
canuseaninquiryformtoviewrecordsortofindarecordthatyouwantto
workwith. Forexample,youcanselectarecordinthedetailareaandthen
transfertoanotherform.Thedataassociatedwiththerecordyouselectedis
transferredsothatyoucanimmediatelybegintoedittherecordintheform
youtransferredto.
Forexample,youcouldselectadetailrecordforanemployeeonAction
InquiryandthentransfertoPersActionHistoryCorrectiontomakechanges
tothatemployee'srecord.OnActionInquiryyoucouldentervaluesinthe
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Company,Action,andHistoryErrorskeyfields,andthenalsoentervaluesin
thefilterfields: EffectivethroughEmployeeGroup.
Figure29. Formclip:SampleInquiryform
Subform
Asubformisanapplicationformthatyoucanaccessonlybyclickinga
buttononanotherapplicationformandthatissubordinatetotheotherform.
Subformscontainadditionalfieldswhentherearetoomanyfieldstofitona
singleform. Theyareespeciallyusefulforcontainingfieldsthatyouonly
occasionallyneedtoaccess. Ifyoudonotneedtoworkwiththefieldsona
subform,yousimplydonotclickthebuttonforthesubform.
Subformslookthesameasotherapplicationformsexceptthattheyusually
containadditionalactionsjustbelowtheactionbar,typicallyOKandCancel.
Ifyouclickthese,youreturntotheformthatyouaccessedthesubformfrom.
FlowchartorSetupForm
Flowchartandsetupformsarespecialformsthatdisplayasetofbuttonsthat
representrelatedforms. Thepurposeoftheflowchartorsetupformisto
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providetheuserwithaneasywaytoaccesstheapplicationformsneeded
toperformaprocess—suchasasetupprocess.
Figure30. Formclip:Sampleflowchartform
OtherFormFeatures
ThissectiondescribesobjectsthatappearonthePortalwhenyouworkwith
Lawsonapplications.
Attachments:CommentsandURLs
Acommentisexternalinformationthatyoucanattachtoarecord.
CommentAttachments
Thecommentsfeatureletsyouaddcommentstocommenttypesthat
havebeenpredefinedfortheapplicationformyouareusing. Within
eachcommenttype,youcanhaveupto50individualcomments.Each
commenttypeisacategorythatcontainsasetofcommentsthatare
similarincontentorpurpose. Eachpredefinedcommenttypecontains
uniqueinformationintheheaderareaofthecommentform. Youcan
usetheDescriptionfieldinthelowerhalfofthecommentformtoadd
notesorotherinformationthatletsyouaddmoredefinitivemeaningto
datainthefield.
URLAttachments
AURLcanalsobeattachedtoarecord.
TheUniversalResourceLocator(URL)featureletsyouattache-mailand
InternetURLstoarecordandaccessthemfromanassociatedfield.
Forexample,youmightwanttostoreURLsforindividualvendorsand
accesstheURLsfromtheVendorfield.Thiswouldbeusefulforinitiating
electroniccommunicationsifyoufinditnecessarytocommunicatewith
avendorusinge-mailorifyouwanttoaccessanothervendor'sWorld
WideWebsite.
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Option
Description
Back
Returnstothepreviousview(ifthepreviousviewis
onethatlistslookupmethods).
Previous
Displaystheprevioussetofrecords.
Next
Displaysthenextsetofrecords.
Customize
OpensaCustomizeformwhereyoucanselect
additionalfieldstodisplayintheSelectform.
Find
OpensaFindformwhereyoucanentercriteriafor
findingaspecificvalue.
Refresh
Refreshesthelistofvalues.
PortalHelp
TheLawsonPortaloffersdifferenttypesofhelpdependingonwhereyouare
inthePortalandyouraccessrights.
PortalUserHelp—PortalUserhelpisavailablefromthetoolbar.Whenyou
clickHelp(questionmarkicon),youcanchoosePortalUserHelp.Usethe
LawsonPortalUserHelptodiscoverimportantinformationabouttheLawson
Portal.TheLawsonPortalUserHelpincludesseveralprocedurestohelpyou
performspecifictaskswithinthePortal.
PortalAdminHelp—PortalAdminhelpisavailableifyouhaveadminaccess
rights.PortalAdministratorhelpisavailablefromthetoolbar.Whenyouclick
Help(questionmarkicon),youcanchoosePortalAdminHelp. Searchthe
topicsinLawsonPortalAdministratorHelptolocatequickinformationabout
addingwebusers,maintainingbookmarksandothertasksthatyouperform
throughtheLawsonPortalAdministrationbookmarks.
PortalFormHelp—Lawsonapplicationhelpisavailablefromthetoolbar
whenaformisinthecontentpane.Ifnoformisactive,Helpwillgiveaccess
onlytotheAboutbox. Whenyouchoosehelpfortheform,adialogbox
containingthehelptextappears.Youcanscrollthehelptexttofindthetopic
thatyouarelookingfor.
PortalFieldHelp—WhenyouclickHelp(questionmarkicon),youcan
chooseFieldHelp(toviewhelpforthefieldyouarecurrentlyworkingin)or
choosehelpfortheform.Forexample,ontheJournalEntryform,ifyouclick
Help,anoptionforJournalEntryHelpappears.Toviewfieldhelp,firstplace
yourcursorinthefieldthatyouwanthelpfor.ClickHelpandthenclickField
Help.Fieldhelpappearsalongthebottomofthecontentpane.
Youcanchoosetohavefieldhelpappearautomatically,thatis,withoutyour
havingtochooseHelpfromthetoolbar. Formoreinformation,see"User
Options"onpage26.
Hotkeys
Hotkeysareshortcutkeycombinationsforperformingspecificactionsinthe
Portal,onforms,orinreports.Youcancustomizeyourownhotkeys,ifthe
Portaladministratorhasallowedthemtodosothroughtheuser'srolefile.
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Lawsondeliversthreesetsofhotkeys,whichareactivewhenauseraccesses
thecomponentwithwhichtheyareassociated.
Portalhotkeysareshortcutsfornavigatingandotherpurposeswithin
thePortal.
ERPapplicationhotkeysareshortcutsforLawsonformactions.
ERPreporthotkeysareasmallsetofshortcutstobeusedwithLawson
reports.
Selectthefollowinglinkfordetailedinformationabouthotkeys.Formore
information,see"UserOptions"onpage26.
SelectthefollowinglinkforacompletelistofhotkeysavailablefromthePortal
whenyouworkwithLawsonapplications.Formoreinformation,see"Lawson
PortalHotkeys"onpage91.
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Chapter6
UpdateApplications
Thischapterfocusesonthemethodsofupdatingapplicationdata.
STOP
Beforeyouaddandupdaterecords,youmustknowhowtoaccess
anapplicationformandlookupapplicationdata,andyoumustknowhowto
workwithsingle-record,detail,andheader/detailforms.
"SelectKeyFieldValues"onpage69
"SelectingValuesforKeyFields"onpage70
"WorkingwithApplicationData"onpage70
"DefineaRecordinLawsonApplications"onpage74
"SelectingValuesforKeyFields"onpage75
"LookingUpaSpecificRecordonanApplicationForm"onpage76
"BrowsingThroughRecordsonApplicationForms"onpage76
"ViewingDataThroughtheDrillAroundFeature"onpage78
"PerformingaSearchUsingtheDrillAroundData"onpage79
"AddingaRecord"onpage79
"DefiningaRecord"onpage80
"ChangingaRecord"onpage80
"DeletingaRecord"onpage81
"Adding,Changing,andDeletingDetailLines"onpage82
"AddingaCommentAttachment"onpage83
"AddingaURLAttachment"onpage83
SelectKeyFieldValues
Whenyoulookupdataonapplicationforms,youoftenneedtoselectvalues
forkeyfields. Ifyouknowtheexactvalueforthekeyfield,youcansimply
typethevalue. Whenyoudonotknowtheexactvalue,youcanselectthe
valuefromalist.IfaSelectformappearsontheform,youcanviewadditional
detailabouttheavailablevaluessothatyoucanbesurethatyouselectthe
correctone.
Whenyouusethelist-basedmethodtonavigatethroughLawsonapplications,
thekeyfieldisoftenthefirstthingyouselect. Ifyouusetheform-based
methodtonavigate,youneedtotypeakeyfieldontheforminorderto
locatearecord.
Formoreinformation,see"SelectingValuesforKeyFields"onpage75.
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69
SelectingValuesforKeyFields
Thisprocedureexplainshowtoselectvaluesforakeyfield. Thereare
twomethodsfordoingthisdependingonwhetheryouuselist-basedor
form-basednavigations.
STEPS
Toselectavalueforakeyfield(list-basedmethod)
1. Selecttheapplicationformyouwanttoworkwithfromthenavigation
pane.(Ifitisnotalreadyinthenavigationpane,performasearch.)
2. Fromthelistofkeyfieldsthatappears,selectthefieldyouwanttowork
with. Youcandothisby:
ScrollingthelistbyusingtheNextandPreviouslinks.
Performingasearch.TypethecriteriaintheSearchdialogboxand
clickFind.
STEPS
Toselectavalueforakeyfield(form-basedmethod)
NOTEIfyouusethe
form-based,ratherthan
list-basedmethodof
viewingrecords,follow
thisprocedure.
1. Clickinthekeyfield.
2. Clicktheselectindicatororright-clickonthefieldandthenclickSelect.
Dependingonthetypeoffield,adrop-downlist,acalendar,ortheSelect
formappears.
3. Selectavalue:
Fromadrop-downlist,clickonthevalueyouwant. Thevalue
appearsinthekeyfield.
Fromacalendar,clickthedateyouwant.Ifyouneedadatefroma
differentmonththanthecurrentmonth,clickthearrowstotheleftand
rightofthemonthnameandthenclickthedateyouwant.Ifyouneed
adatefromadifferentyearthanthecurrentyear,clickthearrowsto
theleftandrightoftheyearandthenclickthedateyouwant. The
dateappearsinthekeyfield.
FromtheSelectform,double-clickfoldersuntilyouseethevalueyou
want.Clickthatvalue.Thevalueappearsinthekeyfield.
WorkingwithApplicationData
Thesubsectionsthatfollowcontaininformationaboutwaystoselectand
updateapplicationdata.
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