Understanding design mode recommendations and guidelines

Changes made within the design mode form can affect the behavior of data entry fields within the detail screen. For example, if you swap the position of two widgets in the design mode form, the updated locations of the fields are reflected on the detail screen once you save the changes. These changes, though, could potentially result in errors when a user attempts to enter and generate data on the detail screen.

Infor recommends these practices to avoid potential data entry errors resulting from screen design changes:

  • Initially complete any design mode form changes in a test server environment. Do not publish design changes to a live, production server environment until you have saved, tested, and published the changes in a non-production environment.
  • Once you save design changes as described in Editing detail screens, perform comprehensive tests of end-user data entry scenarios. For example, if you save design changes you made to fields on the Misc tab of the Shipment Order screen, you should complete the applicable shipment order test cases to verify data entered on the Misc tab is successfully processed.
  • Consider completing test scenarios of identified data entry transactions on a detail screen before you make any design mode changes, and then complete the same test scenarios of the same data entry transactions after you save the design mode changes.