Customization Designer

Using the Customization Designer, a manager or administrator can extend or customize EBMS by adding custom fields, or display a standard EBMS field in a new location.  For example, a user may wish to add certification information into a customer record that is read by a report or customization, or display the Purchasing Agent field on the Expense Invoice header rather than having to go to Advanced Settings dialog to view and edit it.

The following definitions are important to understand to use the Customization Designer:

Review Server Manager > Optional EBMS Modules for instructions to install optional modules such as Customization Designer.

Create a Custom Field

  1. Select File > System Options from the main EBMS menu, and click on the Customizations tab.

  2. Click New to add existing or new fields to a document.

  3. Select the existing document where the custom fields are shown.

  4. Select the field display location and click OK.

  5. Highlight the customization and click properties.

  6. Enter the Page Name for page-oriented locations instead of existing tabs.

  7. Enter the Label that will show on the page.  The label can be used to describe the field, page, or some instructional text.

  8. Select the existing Data Field.  Click New Field to add a new field to the table. Review the Create New Fields section below for field details.

  9. Click Edit Field to change field attributes

  10. Repeat steps 6-9 for any additional fields

  11. Click Apply to implement the changes, or OK to apply and exit.

  12. Review the customizations within the EBMS document. For example: open the customer's general tab and click on Certification page.  The <?Label?> indicator indicates that the fields have not been created within the table. These changes are active immediately for all users, but all users must exit EBMS before new and redefined custom fields can be applied to the database.

  13. Create the fields within the table using EBMS Server Manager.  Launch the Update process to create the fields.  Review Server Manager > Overview for instructions for running the update process.

Create New Fields

  1. Field Name needs to be ten or less characters long.

  2. Select one of the following data types:

    1. Character: a description, text, and other alphanumeric information

    2. Date: a calendar date formatted as mm/dd/yyyy

    3. Logical: to enable or disable

    4. Number: any numeric value, including currency

    5. Memo: a lengthy, multiline text

    6. Sales > Customer: a customer ID, including a customer lookup option

    7. Sales > Invoice: invoice number

    8. Inventory > Serialized Item: a serial number of an inventory item

    9. And many others as shown below:

  3. Maximum Characters applies to Character and Number field data types.

  4. Number of Decimal Digits can be set for Numeric fields.

  5. Enable the Requires a Value for some standard EBMS data types.

  6. Enable the To be Deleted to remove existing custom fields.  Note that the fields will not be deleted until step the EBMS tables are update using EBMS Server Manager.

  7. Select List of Values data type to show a drop down of values.

  8. Enable Sort Values to sort the list of values.

Show Additional Fields in MyEBMS

Additional fields can be added to a MyEBMS app.  Field options include existing EBMS fields and custom user-defined fields.  For this example, custom fields were added to MyCustomers using a custom Route tab.

Note that the same customer fields are added to the custom Route tab within EBMS.

Refer to the beginning of this section for instructions to configure this custom tab (Page Name) within the Customer dialog.