In the Explorer Tree, locate the object for which you wish to modify a block.
Expand the Template Information object and select the template screen for which you wish to modify a block.
Expand the Group Information object and any sub-groups until you can select the screen for which you wish to modify a block.
Expand the screen and select the block that you wish to modify.
Display the block properties. These will either be displayed in Alphabetical or Logically, depending on the setting of the [Sort Alphabetically/Logically] button. The following instructions are assuming that the properties are sorted logically.
In the Name property, the name entered during block creating is displayed, and can be changed, if desired.
In the Description property, enter the user-defined description for the block.
In the Parent pop-list, if the parent of this block is another block, select the parent block for this block. Otherwise, leave this pop-list set to (entity root).
In the Type pop-list, the original setting from the block creation will be displayed, and can be changed, if desired. The type can be Standard Block, Tab Block, or Chart Block.
If the block is a Chart Block, in the Chart Type pop-list, select the type of chart to be displayed on this block. See the Chart Types section for more information.
Area Chart: Needs one or more datapoint values and one datapoint label.
Area Chart 3D: Needs one or more datapoint values and one datapoint label.
Bar Chart: Needs one or more datapoint values and one datapoint label.
Bar Chart 3D: Needs one or more datapoint values and one datapoint label.
Bubble Chart: Needs one or more datapoint values and one datapoint label.
Candle Chart: Needs 5 datapoint values and one datapoint label. One of the datapoint values needs to be a date.
Column Chart: Needs one or more datapoint values and one datapoint label.
Column Chart 3D: Needs one or more datapoint values and one datapoint label.
Heat Map: Needs one or more datapoint values and one datapoint label.
Heat Map 3D: Needs one or more datapoint values and one datapoint label.
Line Chart: Needs one or more datapoint values and one datapoint label.
Line Chart 3D: Needs one or more datapoint values and one datapoint label.
Pie Chart: Needs one datapoint value and one datapoint label.
Pie Chart 3D: Needs one datapoint value and one datapoint label.
Scatter Chart: Needs one or more datapoint values and one datapoint label.
Stacked Bar Chart: Needs one or more datapoint values and one datapoint label.
Stacked Bar Chart 3D: Needs one or more datapoint value and one datapoint label.
Stacked Column Chart: Needs one or more datapoint values and one datapoint label.
Stacked Column Chart 3D: Needs one or more datapoint values and one datapoint label.
If the block is a Chart Block, in the Top Title property, enter the title to be displayed at the top of the chart.
If the block is a Chart Block, in the Bottom Title property, enter the title to be displayed at the bottom of the chart.
If the block is a Chart Block, in the Left Title property, enter the title to be displayed at the left of the chart.
If the block is a Chart Block, in the Legend pop-list, if you wish to have a legend displayed on the chart, select the location for the legend to be displayed. Choices are (none), Top, Bottom, Left, or Right.
In the Mutability pop-list, select whether this block can be modified on screens that are created from this template. This option is ONLY available for template screens.
When set to Fully Mutable, the block is placed on all screens that inherit from this template and can be modified or deleted.
When set to Positionally Mutable, the block is placed on all screens that inherit from this template and can only be moved.
When set the Not Mutable, the block is placed on all screens that inherit from this template and cannot be modified in anyway.
In the Query Type property, select the type of query that this block will execute against the database. Choices are Not from Query, Simple Query, and Complex Query.
Not from Query indicates that the block is not created from a database table/view. Header blocks that contain only labels should have this pop-list set to Not from Query.
Simple Query indicates that the block is taken from a simple query to a database table/view. When Simple Query is selected, the Datasource, Table, Where Clause, Post Where, Pre Where, No Default Where, Query for New, Max Number of Rows, Execute Before, and Execute After properties will be displayed. The Simple Query option will be chosen most often for database blocks. The database query will be constructed from the entries in the additional properties.
Complex Query indicates that the
database query will be constructed in its entirety by the user, such as
when multiple tables must be referenced for the data. When
Complex Query is selected, the Pre Where, Where Clause, Post Where, No
Default Where, Query for New, Max Number of Rows, Execute Before, and
Execute After properties will be displayed. The
user will construct the database query using these properties. Data on
Complex Query blocks cannot be updated to the database from the entity
on Xephr
Web Service indicates that the query for this block will be from a web service. When Web Service is selected, the Web Service, Method, and Parameter properties will be displayed. These properties are used to construct the information returned by the web service. See Web Services for more information on setting up this kind of block.
In the Datasource pop-list, the original value from block creation is displayed, but can be changed, if desired. Selecting (use default) will allow the screen or template to be used with any datasource, and data brought in will be determined by the screen's or template's datasource. Not from Query blocks will not have this property.
In the Table property, the original value from block creation is displayed, but can be changed if desired. Select the desired table/view from which the data will be displayed on this block. Only Simple Query blocks will have this property.
In the Select Statement property,
enter the select statement for your database query, beginning with the
word SELECT. The select statement lists the columns
in the table or view from which the data will be returned. Not
from Query blocks will not have this property. Simple
Query blocks will have the data in this property generated automatically,
while Complex Query blocks require that the user enter the select statement.
All columns selected from the database need to be explicitly named.
Format: SELECT column, column, column,
column FROM view
For example: SELECT item_no, description, stock_um, qty_on_hand FROM
item_master_uvw
In the Filters property, enter the
additional or overriding filters to restrict the information returned
by the select statement for this block, if appropriate. This
is also referred to as the where clause. The statement
begins with the word WHERE. Not from Query blocks
will not have this property.
Format: WHERE column (comparison)
value AND column (comparison)
value
For example: WHERE qty_on_hand > 0 AND stock_um in ('FT','IN')
If the block needs to be further restricted, such as by a global variable, this is where you would enter the additional filters for that restriction.
If the No Default Where pop-list is set to true for the block, enter the overriding filters here, beginning with the word WHERE.
For Complex Query blocks, the filters for your complex query are entered here.
In the Ordering and Grouping property,
enter any code to be executed after the filters, such as the order by
or group by. Not from Query blocks will not have
this property. This property can be entered for
both Simple Query and Complex Query types.
Format: ORDER BY column, column,
column
Format: GROUP BY column, column,
column
For example: ORDER BY description, stock_um, qty_on_hand desc
Set the No Default Where pop-list to determine whether the default where clause will be generated automatically when the entity is generated, or if it will be defined by the user in the Where Clause property. Not from Query blocks will not have this property.
When set to false, the where clause is generated automatically when the entity is generated, and any additional code entered in the Where Clause property will be added to the default where clause.
When set to true, the where clause is not generated and must be defined by the user in the Where Clause property.
In the Query for New property, enter the select statement for this block in new mode to set the default value. However, it is recommended in most instances that you set the default values at the field level using the Default Value property of each field instead of setting them here. Not from Query blocks will not have this property.
Set the Deletable property to determine whether the data on this block can be deleted when the Delete function is performed on the screen. When this property is set to true, and the Delete function is performed, the record(s) on the block will be deleted from the database. When this property is set to false, and the Delete function is performed, the record(s) on the block will not be deleted from the database.
In the Max Number of Rows property, enter the maximum number of rows that will be displayed on the screen for this block. If this property is set to 0, the system wide restriction of 200 rows will be used. Not from Query blocks will not have this property.
A block is considered a list if the max number of rows is not set to 1.
Blocks are considered forms when the max number of rows is 1.
In the Execute Before property, enter any SQL statements that should be executed before the query for this block is executed. Not from Query blocks will not have this property.
SQL statements entered here must be fully formed and call a procedure (not a function).
SQL statements entered here are only applicable to queries, and not to updates, deletes, or inserts.
In the Execute After property, enter any SQL statements that should be executed after all rows are returned for this block. Not from Query blocks will not have this property.
SQL statements entered here must be fully formed and call a procedure (not a function).
SQL statements entered here are only applicable to queries, and not to updates, deletes, or inserts.
In the Web Service property, select the type of web service for this block. Other web service properties are determined by the setting of this pop-list. Only Web Service blocks have this property. Choices are:
WSExchangeRate
Xephr Menus
WSWeather
WSManager
See Web Services for more information on setting up this kind of block.
In the Method property, select the appropriate web service method for this web service. Choices are determined by the Web Service property. Only Web Service blocks have this property.
Depending on the Method selected, one or more parameter properties will be displayed. Enter the appropriate values for the parameters. Only Web Service blocks have this property.
Set the On QBE pop-list to true, if this block should be included in QBE mode for this screen.
Set the On New pop-list to true, if this block should be included in New mode for this screen.
Set the On List pop-list to true, if this block should be included in List mode for this screen.
Set the On Edit pop-list to true, if this block should be included in Edit mode for this screen.
Set the List Editable pop-list to true, if this is a List block and the list should be editable. Editable lists allow multiple records to be displayed, entered, and maintained on the same screen in a form.
Set the Display Only pop-list to the desired setting to indicate whether the data on this block be displayed as text only and cannot be modified.
When this pop-list is set to true, the data will be displayed as text only and cannot be modified.
When this pop-list is set to false, the data will be displayed as fields by default, but field level settings can override this.
A list is considered to be editable if the block's Display Only pop-list is set to false.
Set the Editability pop-list to the desired setting to indicate when this block is editable.
Always Editable: the data on this block will be displayed in form fields, and can be modified by default. This setting can be overridden at the field level.
Editable on New Only: the data on this block will be displayed in form fields and can be modified when the screen is in New mode only, by default. This setting can be overridden to Never Editable at the field level.
Never Editable: the data on this block will be displayed in form fields, but cannot be modified.
Set the Body Style pop-list to the style to be applied to the body for this block. If set to (from parent), the style used will be the Body Style from the screen properties.
Set the Field Style pop-list to the style to be applied by default to the fields for this block. If set to (from parent), the style used will be the Field Style from the screen properties.
Set the Link Style pop-list to the style to be applied to links for this block. If set to (from parent), the style used will be the Link Style from the screen properties.
In the X property, the location in pixels is displayed for the top left corner of this block or field on the X-axis (horizontal) of the layout screen. You can change this number manually, or it will be changed when you are altering the layout with the Designer Tool.
In the Y property, the location in pixels is displayed for the top left corner of this block or field on the Y-axis (vertical) of the layout screen. This value is used in conjunction with the Y Anchor Type setting. You can change this number manually, or it will be changed when you are altering the layout with the Designer Tool.
In the Y Anchor Type pop-list, select the anchor type for this block. Choices are Fixed and Relative to Block..
When set to Fixed, the upper left corner of this block will be placed a fixed number of pixels in relation to the upper left corner of the block's parent. The number of pixels is defined in the Y field for the block.
When set to Relative to Block, the upper left corner of this block will be placed a fixed number of pixels from the bottom edge of the specified block defined in the Y Anchor field. Example: if you want a particular block to appear immediately after another block which happens to be an Expandable block (and therefore you don't know where it will end on the entity).
In the Y Anchor property, select the block or field that will be used to determine the location of the block on the Y-axis. The property is only displayed when the Y Anchor Type pop-list is set to Block or Field.
In the Width property, enter the width for the block in pixels.
In the Height property, enter the height for the block in pixels.
In the Expand Type pop-list, define the size of the block. Choices are Expandable, Fixed No Scroll Bars, and Fixed with Scroll Bars.
When set to Expandable, the block will be at least the size of the Width and Height values, but it can be larger.
When set to Fixed No Scroll Bars, the block will be the exact size defined using the Width and Height values.
When set to Fixed with Scroll Bars, the block will be the exact sized defined using the Width and Height values, but there will be a scroll bar that allows you to scroll up or down within the block or field.
Example: an address block on a report may be fixed size, while the block for the line items on an invoice will be expandable so that all line items will be visible when the report is generated.
In the Hide If property, enter the conditions under which this block will be hidden. The field will be visible on the block when the conditions are met. When an entry is made in this property, the Show If property will be hidden.
When the expression entered in this property evaluates to true, the field will be hidden. The evaluation of the expression occurs when the entity is generated, and not when the user is making modifications to fields on the block. (i.e. This does not "watch" user input in a field and dynamically show a block; everything is locked in when the block is first output).
Example: $$VENDOR.ACTIVE$$ =
'Y'
Hide the block if the value of the active field on the vendor block
is set to Y when the block is generated.
Example: starts-with( $$CUST_NO$$,
'NDS')
Hide the block only if the customer number starts with NDS.
In the Show If property, enter the conditions under which this block will be displayed. The block will be hidden when the conditions are met. When an entry is made in this property, the Hide If property will be hidden.
When the expression entered in this property evaluates to true, the field will be displayed. The evaluation of the expression occurs when the entity is generated, and not when the user is making modifications to fields on the block. (i.e. This does not "watch" user input in a field and dynamically hide a block; everything is locked in when the block is first output).
Example: $$VENDOR.ACTIVE$$ =
'N'
The block will be hidden when the value of the active field on
the vendor block is N when the entity is generated.
Example: number( $$ORDER.TOTAL$$)
= 0
Displays the field if the value of the total field on the order
block is zero.
In the Show if Empty pop-list, determine whether the block will be displayed when it is empty. When set to true, the block will be displayed on the screen even when it contains no data. When set to false, the block will be hidden when it contains no data.
In the Z Order property, enter a
number to define the order in which the block will be generated on the
entity. The higher the number, the later the block
will be generated. The Z order is specific to the
indention level in the entity tree, and is affected by the Y Anchor and
Anchor Type properties.
For blocks with a Tab Block as the parent block, this number determines
in which order the tabs will be displayed within the tab block.
In the Commit Order property, enter a number to define the order in which the data in the block will be committed when the record is saved. The higher the number, the later the block will be saved.
When all changes have been made, press the [Save] button in the Main Toolbar.
Make any layout changes with the Designer Tool.
See the Adding Fields section for more information on adding and editing fields within a block.
Adding Fields
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