6. For Customizers – Adapt screens and forms to your requirements

For customizers – customize screens and forms

For Customizer - Customize screens and forms bundles the learning paths, responsibilities and secure working methods relevant to this role in X-ERP.

This page belongs to X-ERP help. It not only explains the function, but also when it is used and which information should be checked before saving.

This is what you learn

• what purpose For customizers – customize screens and forms fulfilled in the overall process
• which requirements and master data are important for this
• how to check the result technically and avoid typical subsequent errors

Recommended process

1. Start with an overview and clarify which tasks and decisions belong to your role.
2. Edit the subchapters in the order listed and first test examples with comprehensible test data.
3. Document open decisions, responsibilities and agreed standards for the team.
4. Only transfer the process into your daily work after technical approval.

Then check

• All necessary subchapters have been edited or deliberately postponed.
• Responsibilities and open decisions are documented in the team.
• The learned process was checked with a realistic test case.

In this chapter

• User interface
• Expand doc chain
• Output control
• Report designer
• Dashboard designer
• Extra tables
• Extra fields
• Formatted search
• Toolbox fields
• Toolbox validation
• Toolbox buttons
• Toolbox (Import+Export)

Further information / source

Related topics

1. For Customizer – Customize screens and forms › User interface
2. For customizers – customize screens and forms › Expand the document chain
3. For Customizer – Customize screens and forms › Output control

Frequently asked questions