Adding a restriction field to a scroll window

If the default view for a scroll window does not provide a restriction field that you need, you can add it. This procedure illustrates how you could add a restriction field to the Order Scroll window that allows the user to retrieve orders according to the entry in the TrlType1 field on the order header.

Adding the field to a scroll view with SQL

Open the appropriate scroll view.
Add the following to the select statement of the view:

orderheader.trl_type1 as 'Trl_Type1',`

Since the trl_type1 column already exists in the orderheader table, it is a simple addition.

Now that the scroll view can retrieve this column of data, you can add a restriction field using Quick Designer. For more information, see Adding the field to the scroll window with Quick Designer.

Adding the field to the scroll window with Quick Designer

When you add fields to a SQL view, those fields become available for you to add to the window layout. This is done through the Quick Designer. The basic process is as follows:

In Board Setup select the newly added columns to be available for the board view.
Use Quick Designer to add the new columns to the appropriate scroll window.
1. Make the column available:
  1. Go to File > Board Setup.
  2. In the Board Type field, select the view to which you added new column(s) with SQL.
    
    Note: If you did not add new columns of data for retrieval to the board view, see the section Adding the field to a scroll view with SQL.
  3. Select the appropriate user group.
  4. On the right, select the appropriate board view.
  5. Click Edit.
    The Board Definition window opens.
  6. Click Change View.
    The Create/Edit Board Definitions window opens.
  7. In the View Name field, select the appropriate view.
    Note: You will only have multiple views listed if you used SQL to create nested views.
  8. Click Edit Columns.
    The View Editor window opens.
  9. Select the checkbox next to the new columns that you had added.
    For example, if you added trl_type1 to the TMWScrollOrderView, then select the checkbox next to trl_type1.
  10. Close the View Editor window.
  11. Click OK in the Create/Edit Board Definitions window.
  12. Click OK in the Board Definition window.
  13. In the bottom right-hand corner of the Board Setup window, click Save.
2. Add the restriction field to the window:
  1. Open the appropriate scroll window.
  2. Load the window layout that needs to include the new restriction field.
  3. Follow the steps in Adding fields to a window to add the restriction field to, for example, the Assets tab of the Order Scroll window.
  4. Select Add New Item > Standard tab.
    
    Note: The Add New Item window contains objects appropriate for the window you are modifying. The fields you added to the view are included in the list in the lower-right portion of the window.
    
    The following mappings were used for our example and selected in this order:
    
    Control Type: LabelFileDropdown
    
    TMW Required Properties: In the LabelDefinition field, TrlType1 was selected.
    
    Field Group: Orders
    
    Field / Type: The TrlType1 field is identified as Trl_Type1. This is because when we added the column to the view in SQL Server, we used As in our Select statement. This gave the field a new name.
  5. Select the Auto-label checkbox.
  6. Click OK.
  7. Toggle out of Quick Designer.
    The new restriction field is added to the layout.
  8. After you add the data field and label to the window, you must save the layout and assign it to users.

Attaching the saved layout to the view

Now that the layout is saved, you must attach the saved layout to the scroll view definition.

Go to File > Board Setup.
From the user groups grid, select the group or user that has access to this view.
From the list, select the view to modify.
Click Edit.
The Board Definition window opens.
Click Change View.
The Create/Edit Board Definitions window opens.
In the Screen Designs field, select the layout.
When finished, save the changes.
1. On the Create/Edit Board Definition window, click OK.
2. On the Board Definition window, click OK.
3. On the Board Setup window, click Save, and then OK.

The board is automatically assigned to all users. If you want, restrict access to the view.