Creating a personalized action pane page view

After defining basic view information, use these steps to define an action pane page view. This page view is applicable for customizing the views for Colors, Color Palette, Material, Trim, Style Colorways, Material Colorways, and Trim Colorways. You can assign the created views to specific users through Manage Roles.

To optimize performance, users are restricted to adding a maximum of 20 fields.

The custom views are applied in these areas of the application:

  • Style BOM – Add Materials or Trims
  • Request Grid – Add New Request for Material or Trim
  • Favorites – Add Materials or Trim
  • Projects – Add Materials or Trims

  • Colors Action Pane

    • Style BOM - Add Colors from the Library

    • Style, Material, and Trim Colorways Tabs - Add Colors, and Add Color Content

    • Color Palette - Add Colors Pane (Palette Colors Grid)

    • Color Details - Add Colors Pane (Combo Colors Grid)

  • Color Palette Action Pane

    • Style BOM - Add Color from Color Palette

    • Style, Material, and Trim Colorways Tabs - Add Color from Color Palette

  • Style, Material, and Trim Colorways Pane

    • Style BOM - Add Style Colorways, Add Material Colorways, and Add Trim Colorways

  1. Select List Page Properties.
  2. Specify this information:
    Sort By
    Select the field to serve as the basis for sorting.
    Sort Direction
    Specify the sorting order.
  3. Select Available Fields.
  4. Specify this information:
    Main
    Drag and drop available fields from the pane to the page canvass.

    You can use all the Material and Trim Overview fields, including Extended fields, to customize the layout of the grid. To get a maximized performance, the enabled limit you can add is up to 20 fields.

    Sub Entity
    Optionally, select a sub entity to display in the details page.
  5. To personalize field properties, select a field that you added to the page.
    The Control Properties section displays available personalization options for the selected field.
  6. Specify this information:
    Entity
    This field displays the entity that serves as the data context for this control.
    Binding Field
    Select the binding field that connects the control to a specific database column. For example, if the control pertains to the Code field, select Code as the binding field to connect the control to that database column.
    Label
    Specify a label for the control. The label is the name that is displayed for users.
    Max Length
    Specify the maximum number of characters to enable for specific text fields.

    For Number and Name fields, the maximum limit must be the same with your active Name Generator Setup.

    Note: You can configure some of the fields in Max Length. See Fields enabled for Max Length Field configuration.
    Read Only
    Select this check box to set the control as read only.
    Visible
    Select this check box to set the control as viewable and editable.
    Resizable Column
    Select this check box to enable the column resizing options for a control.
    Note: Fields that are described here pertain to basic options. Other fields can be available depending on the selected control.
  7. Optionally, to move to previous or next field, click the left or right arrow button.
  8. Optionally, to delete a field, select the specific field and click REMOVE.
  9. Click Save.