Contents

Housekeeping

Creating Customized Topics

The Customized Topics datagroup is intended for storing any type of specific information.

Before starting working with the datagroup, you should set up Customized topics and Customized Topics views codes.

Go to Setup > General Codes > Customized > Topics Codes and add the customized topics you need.

• You can define an unlimited number of Customized topics in the system.

• Any information within each topic, any number of fields (all with an individual label and length), may be added.

• A topic in use cannot be deleted. You can only modify its name.

 

Steps 1: Create a Topic Code

Click

 Button to create a topic:

 

Steps 2: Enter Topic Details

• Code and Topic Name.

• Sort defines the order of topics ('0' means the very first).

• Is Passive: if set, the topic becomes not visible.

• Icon - the .bmp should be used

• Security Code field. When a security code other than '0' is defined, you can set up Read, Write or None access to this Customized Topic in Adonis Control Centre > General Codes > Customized Topics. Customized topics with blank Security Code or = '0' are available for all users.

• Options allow defining the number of records in the topic. Select the Unique Entry option to add a single record to the topic. In case the option is cleared, you can add multiple records to the topic.
  
  

  Open

  

  
  
  

Steps 2: Add Icon

For any topic you can add an Icon - the .bmp should be used

To add an Icon click Manage button in the Icon section and choose the way of adding an image (from file/clipboard).

Then this image will be displayed near the topic name in Customized Topics datagroup:

Choose Clear to remove the image.

 

Steps 2: Define fields

Click

to add a field, type needed text, define field type.

• Columns Text - free inout field for the colum name

• Type - pre-defined list of available column types

• Size - lenght of the field

• Mandatory - you can set whether a field will be mandatory for input or not. Set the check-box in needed line in Mandatory column to make the field obligatory for filling. 

• Mask - for some field types, you can specify a mask, e.g.: for time.

• Name - system field (not editable)

Field types:

You can define fields of different types (by selecting from drop-down list):

• Text - note that you cannot use special symbols like ', " for this type.

• Date - it will be possible to use a calendar for a date selection. Field has fixed length.

• Number - you can store a numeric value only. Please define a field size.

• Password - a field of this type will be displayed using *** symbol.

• Dropdown - for this type you need to specify items available for a user selection.

• Url – for weblink.

• Enclosure – it will be possible to attach a file for the record.
  For the Enclosure you need to add icons list, click … near Items. List editor box appears>
  Click Add Item to insert a new item with description or Remove Icon to remove an unnecessary item from the list. Click OK to save.
  
  

  Open

  

   

• Checkbox - the box that can define a simple state like Yes/No or True/False.

• Lookup - a field to offer a Drop-down with values taken from one of the general codes tables or organization levels. For the Lookup you need to define the Source. Click … dots in the Size column. In appeared List editor box. You can select either the General Code table or the Organization level for corresponding values to be offered when filling this field.
  
  

  Open

  

 

You can define as many fields as you like, set their types, sizes. New fields may be added at any time. However due to database consistency requirements, no changes to field type can be made if a field has related records.

It is also possible to delete posted fields, even if they do have related information. In this case a warning is shown to prevent data deletion by mistake.

It is possible to set a field of a Topic to Passive, so that it would be hidden but already existing data will not be corrupt;

We added possibility to add new fields under Fields Definition even if the Topic is already in use. If a field type is Dropdown – then it is also possible to add new Items even if already in use.

Click Delete Item to remove the field.

 

Specifying Masks

For some field types, you can specify a mask.
Masks consist of three fields with semicolons separating them.