101-std-fea-023

101-std-fea-023 #stdfea #std

Standard Feature – Form Generic View Query Custom Control

General Overview, Configuration, Installation, What’s New, R&D only – wiki under construction

Overview

This standard custom control can be added to any form to provide a list with links to open forms.
The Custom Control Name is ViewQueryCustomControl.
For more information on how this custom control can be used, see:
101-std-fea-0

Custom Control Properties

The following properties can be set in OpenForms Designer (OFD). Once added to a form, double-click on the controller to access the properties.

Miscellaneous

Action Query Name

  • ViewQueryCustomControl

Is enabled
An expression can control if the custom control is enabled on a form.

Is tab stop

If selected, enter the Tab Sequence Number

Is visible

An expression can control if the custom control is visible or not on a form.

Properties Miscellaneous
Chart
Data Grid

101-std-fea-031-ofr

101-std-fea-031-ofr #stdfea #std

Administrator Login Feature OpenForms Reference Setup
Govern Standard Module Overview, Configuration, OpenForms Reference, What’s New, wiki Module Map …. Last Modified Feb. 9th 2016
VERSION 6.0 | VERSION 6.1

Overview

This standard feature purpose is to change the permissions of a form by allowing the administrator or manager to log in to override the current user security permissions.

Feature Documentation Resources include:101-std-fea-031-ui-2.png

OpenForms Designer Setup

The Action Button is setup in OpenForms Designer.

Action Button Control

Class Name: CO_USER_LOGIN_ACTION
Misc. Properties:

  • KeepCurrentPermissionsAfterSaveActive
    • By default, this property is unchecked so that the form reverts back to the original user permissions.

101-std-fea-031

101-std-fea-031 #stdfea #std

Login as Administrator Feature
Govern Standard Module Overview, Configuration, Installation, OpenForms Reference, What’s New | Module STD Wiki Map, CC Wiki Map | Last updated February 9th 2016

Table of Contents

Overview
Specification
User Interface
Setup
Form Security

Feature Option – Keep Current Permissions
OpenForms Reference (OFR)

VERSION 6.0 / VERSION 6.1 (under review)

Overview

This action button allows for an Administrator or another user to login during a payment data entry transaction.
Cashiers may not have the security to change/override some of the collection fields such as interest, charges, etc.
With this feature, the Administrator can login in order to apply its own security access and allow the cashier to make the changes.

Currently, the following feature is used in the Cash Collection Form as a default but can also be used on any form
Available in General Availability Release 1603.
For more information on the cash collection module:

.

Specification

Features and specifications:

101-std-fea-031-ui-1.png
Click to Enlarge

  • The action button is available ONLY when the cashier has initiated (ADD) a payment transaction.
  • On click of the action button, a user-password login popup window appears.
  • On a successful Log-In, the new user’s security is applicable and the action button turns to red banner is displayed to recognized the fact that the new security is in use.

Options:

  • On save, normally when a transaction is completed, the security permissions can either:
    • Revert back to the original user permissions, or
    • Stay active until the form is closed, refreshed, or when the security is reset by clicking on the action button again (toggle set/reset).

Authentication:

  • If the Authentication Type is MSAD, the password comes from the Domain (Microsoft Active Directory)
  • if it is GOVERN, it comes from the table USR_USERFILE table

Permissions:

  • IMPORTANT: The new security is applicable to ALL tabs, sections and information available in the Cash Collection Form.

User Interface

The action button is used to set and reset the form permissions.
Depending on the state, it will be:

  • Grey: when the normal user security permissions are in used
  • Red: when the log-in user (administrator) permissions are in used

Setup

Form Security

This action button can be configured (secured) like any other button by profile, user and role in OpenForms Designer (OFD).
Cash Collection (standard button)
In OFD > open or select CC001 Cash Collection > click on the Payment Distribution Tab, Click on the Custom Control- to be documented

Feature Option – Keep Current Permissions

The feature custom control can be configured to automatically revert back to the original user permissions after a save is made.
This property used: ‘KeepCurrentPermissionsAfterSaving’
If uncheck will revert back to the user original permissions.

OpenForms Reference (OFR)

This Action Button Login Feature is a standard feature and can be configured on most standard OpenForms – to be validated
It is configured in the Standard Govern Cash Collection Form, distributed with the application.
See Standard Feature OpenForms Reference Setup for more information.

101-std-fea-032

101-std-fea-032 #stdfea #std

Cash Collection – Open Cash Register Feature
Module Overview, CC Configuration, OpenForms Reference, What’s New, R&D wiki, wiki Module Map …Last update Jan 25th 2016

Table of Contents

Overview
Open Cash Register
Setup

VERSION 6.0 / VERSION 6.1 (under construction)

Overview

The following is a feature of the Cash Collection Form.

Open Cash Register

The following option is used to send a control to the cash register to open it on demand.

Note: When the payment transaction is saved, the cash register will open by default.

Setup

To setup the correct code that will be used to open the register:

Govern Administrator

Developer Information
101-std-fea-032 – Cash Register Action Button.docx

101-std-fea-035

101-std-fea-035 #stdfea #std

Business Tax – Transfer Filing
VERSION 6.0.1605 / VERSION 6.1.1605

Overview

When completing an ST filing, users may erroneously select the wrong period. It is often only after entering the required information that they realize that their entry was made in the wrong period. For example, after making an entry for the second quarterly filing, there is a realization that it should actually be for the third quarter. As a result of this error, it becomes necessary to transfer the filing.

In the past

Previously, correcting this error was not altogether straightforward. The workaround for this type of error would have been to first transfer the filing to another account, then a transfer back to the original account would have been needed to complete the process. A more streamline process was required to easily transfer a filing to a new period.
In the past, the Govern system would limit the user to being able to transfer a filing from one account to another account only under the following conditions:

  • If the Category, Period, or Period Type are the same for the filing account and the destination account.
  • If the Filing is flagged as Unposted.

With this enhancement, the Govern system will now allow a transfer to any Unfiled Filing Period with the same Category. This is a feature of the Self Reported Tax Filing Form.

The Business Tax transfer filing enhancement allows the transfer of a filing entry to any Unfiled Filing Period with the same Category.

Configuration

NOTE: Users with administrator access that have NOT updated to the latest Govern Reference File will need to manually configure this feature. Refer to the current manual for this feature in the documentation section below. A Manual Configuration Guide has been prepared for administrators that have not updated their Govern Reference file.

No user configuration is required for this enhancement. In order to implement the Transfer Filing enhancement, the following are required to be updated to Release 6.0.1605 / 6.1.1605 or greater:

  1. The latest version of the OpenForms Reference file (FormReference.XML)
  2. A current version of the Dynamic Search Reference file (DynamicSearchReference.XML)

These updates are performed in the Govern New Administration (GNA) using the Import Data from File utility in the Import / Export Tools group.

Documentation

The following is the user documentation for the enhancement:

User Guide

101-st-fea-035_BusinessTax_Transfer_Filing.pdf

Manual Configuration

101-st-fea-035_BusinessTax_Transfer_Filing_MANUAL_CONFIG.pdf

Dynamic Search Style Query

Below is the Dynamic Search Style query that is used when performing a manual configuration of the Business Tax Transfer Filing feature. Refer to the above Manual Configuration instructions for details.

— START —

SELECT NA_NAMES.NAME_INDEX,ST_MASTER.ACCOUNT_NO, ST_FILING_MASTER.YEAR_ID,ST_FILING_MASTER.dept AS DEPT_ID,ST_MASTER.CATEGORY_CODE,ST_FILING_MASTER.PERIOD_CODE , ST_FILING_MASTER.PERIOD_NB, ST_FILING_MASTER.ST_ACCT_ID,ST_FILING_MASTER.ST_ID, ST_MASTER.NA_ID FROM ST_FILING_MASTER INNER JOIN ST_MASTER ON ST_MASTER.ST_ACCT_ID = ST_FILING_MASTER.ST_ACCT_ID AND ST_FILING_MASTER.UNFILED = – 1 INNER JOIN NA_NAMES ON ST_FILING_MASTER.NA_ID = NA_NAMES.NA_ID WHERE ST_FILING_MASTER.DEPT = Department AND ST_MASTER.ACCOUNT_NO LIKE @staccountnb_0 and year_id = Year ID ORDER BY NA_NAMES.NAME_INDEX, ST_MASTER.ACCOUNT_NO, ST_FILING_MASTER.YEAR_ID, ST_FILING_MASTER.DEPT, ST_MASTER.CATEGORY_CODE, ST_FILING_MASTER.PERIOD_CODE, ST_FILING_MASTER.PERIOD_NB

— STOP —

Style Editor (Technical Specification)

Style Editor – Technical Specification

Version 6.0 (In Development)

Overview

Examples of how the style editor can be used withing expressions.

Here are some examples of the expressions for the new Text Style property in the OFD:

  • In this case, the style with ‘Header’ is always applied:

‘Header’

  • This expression applies the Style ‘Recent’ for properties built after 2000, ‘Normal’ for properties built after 1980 and the style ‘Old’ in the rest of cases:

Case(True,
@ attrYear_Built > 2000, ‘Recent’,
@attrYear_Built > 1980, ‘Normal’,
‘Old’)

  • This expression applies the style ‘Level1’ when the attribute Level=1, and the style ‘Level2’ when the attribute Level=2.

‘Level’ + Str(@attrLevel)

 

 

101-std-fea-037-spec

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...