Management Screen Management allows you to create custom Designs for your RecTrac Management/File Management programs.
The Management Screen Start DataGrid displays all the screens that have been customized by Custom Designs that you have Permissions to see.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Screen Design codes are maintained in System Code Management. Code Type=Design.
See Also: Topic Doc - Screen Customization
See Also: Video - Screen Design
See Also: Customizing the Help in RecTrac 3.1 for basic instruction on creating custom Help entries for fields in RecTrac.
Buttons on the screen…
Click Add to continue to the Management Screen Add dialog where you can select the Screen you wish to customize. From there, click Continue to advance to the Management Screen Update program.
Highlight/select an existing record and click Change to advance to the Management Screen Update program.
Highlight/select an existing record and click Delete to remove it from the DataGrid.
Highlight/select an existing record and click Clone to continue to the Management Screen Clone dialog where you can clone the selected record to additional Designs, if desired.
Highlight/select an existing record and click Clear Cache to clear the browser cache for the selected screen. Clearing cache forces a web browser to retrieve all files again, as if it were visiting a page (i.e. a screen in RecTrac) for the first time. Clearing cache ensures that any changes you make to the selected screen will be realized when a user linked to the Design you're modifying goes to the newly customized screen.
Click Clear All Cache to to clear the browser cache for the all screens in RecTrac. Clearing cache forces a web browser to retrieve all files again, as if it were visiting a page (i.e. a screen in RecTrac) for the first time. Clearing cache ensures that any changes you make will be realized when a user linked to the Design you're modifying goes to a newly customized screen.
Click More • Export to continue to the File Maintenance Export screen where you can select records in the DataGrid to export. The export creates an XML file which can be viewed/saved from the Document Center.
The export/import process provides an easy way to move records between RecTrac databases, if necessary.
Click Update All Screens? to invoke Update Logic and have any new fields or buttons that have been added to the Standard VSI Screen design added to your Custom Screens. In order for Auto Update Logic to function, you must enable the Auto Udate option for the Screen. Use InLine editing to do this.
Note: Auto Update Logic is discssed in detail in the Screen Customization Topic Doc.
This button is applicable to Management Screen Management Only
Click Update Default Widgets to continue to the Management Screen Update for Editing Screen 'DEFAULTWIDGETS' under the '<GLOBAL>' Design. This screen allows you to set custom Field Parameters for the default widgets that appear throughout RecTrac. "Widgets" are the fields that appear on RecTrac screens and include, but are not limited to: DataGrids, Date Fields, Time Fields, Phone Fields, Fill-in Fields, Check Boxes, Combo Boxes, Images, Buttons, Radio Set Fields, etc…. "Default Widgets" are those widgets that are not impacted by another screen design. See Also: Topic Doc - Screen Customization