SECF0060 - Maintain System Forms and Zooms

Purpose

To maintain menu display details and define menu bar zoom target forms for each System form. To view the global variables that have been associated with a System form

SubSystem

Security

Normally Run By Administration specialist
Anticipated Frequency As required
Structure  Blocks System Form
System Block
System Block Global Variable
Button Invokes the Form Zoom block

 

The System Form block contains:

  • System Form
  • Menu Title
  • Short Title
  • Entry Point check box
  • Query Mode Only Valid check box

    Button

    • Zoom

The System Block contains:

  • Block
  • Sequence
  • Description

The System Block Global Variable block contains:

  • Block Item
  • System Form Global Variable
Rules/Notes:

System Form block explanation

Using this form, the System Administrator can define the menu display name for each form in the standard System menus and control which forms appear under the menu bar zoom option for each form. The registration of system forms and the update of their description, as well as update of Entry Point and Query Only Mode Valid indicators can be performed only by the Application Owner. The addition of Global Variables can only be done by the Application Owner.This block displays details of the System form and is used to record the names of the form for display in standard System menus and menu bar zoom lists. Both of these names may differ from the system defined form name.

Rules/Notes:

The form 'Maintain Enrolment Method Types' (ENRF01E0) could be labelled 'Enrolment Method Types' in the menus and 'ENR Method Types' in the menu bar zoom.

To record alternative form names to be used in System menus and menu bar zooms using the Maintain System Forms and Zooms form:

  • Execute a query in the System Form field to retrieve the required form details
  • Enter the name to be used for the form in the System menus, in the Menu Title field
  • Enter the name to be used for the form in the menu bar zoom facility, in the Short Title field
  • Save

Rules/Notes:

The Entry Point checkbox indicates whether a form can be entered directly (selected) or whether the form must be entered via another form (deselected). This value is preset and cannot be altered. Only forms with the checkbox selected should be placed on menus.

The Query Only Mode Valid checkbox indicates whether or not it is valid to grant roles or users query only access to the form. Validations in SECF0062 and SECF0063 prevent query only access being granted to forms which do not have this indicator set.

Maximum number for zoom menu item is 20

To change an alternative form name used in System menus or menu bar zooms using the Maintain System Forms and Zooms form:

  • Ensure that the correct form details are displayed in the System Form block
  • Change the Menu Title and/or Short Title fields as required
  • Save
 

System Block explanation

The System Block block displays a list of the blocks that make up the form described in the top block. This list is provided for information only.

Zooms Navigation Button

The Form Zoom block is accessed via a navigation button in the System Form block. It is used to record the form and job names which will be displayed when the menu bar zoom option is selected, while using the form specified in the System Form block.

Rules/Notes:

When using the Record Enrolments form (ENRF3000) it could be useful to be able to navigate quickly to the Maintain Person Encumbrance Details form (ENRF6310). By recording ENRF6310 against ENRF3000, in the Form Zoom block, a person using ENRF3000 can select ENRF6310 under the Zoom menu bar option to immediately display the Person Encumbrance form.

To add a target form or job to the Zoom menu for a particular form using the Maintain System Forms and Zooms form:

  • Ensure that the correct form details are displayed in the System Form block and that the Short Title field contains a meaningful entry
  • Select the Form Zoom navigation button. The Form Zoom block will be displayed. (To return to the previous block at any stage, select the Back navigation button)
  • Enter the sequence number within the Zoom menu in which you would like the target form/job name displayed, in the Menu Seq field
  • Either:
    • Select the target form from the list of values (or key a valid form ID) in the Zoom Form field or
    • Select the target job from the list of values (or key a valid job ID) in the Zoom Job field
  • Save

Rules/Notes:

A single record cannot contain both a zoom job and a zoom form

Only those forms specified as Entry Point forms (This form is used for this purpose) are displayed in the Zoom Form field LOV

A form cannot be set up as a zoom of itself

To remove a target form/job from the Zoom menu for a particular form using the Maintain System Forms and Zooms form:

  • Ensure that the correct form details are displayed in the System Form block
  • Select the Form Zoom navigation button
  • Select the target form or job to be removed
  • Delete Record
  • Save
 

System Block Global Variable explanation

The global variables associated with the context form are displayed here. When a Callista form with global variables defined for it (e.g. ENRF3000) is used, the values of the global variables are set to the values displayed in the form (e.g. In ENRF3000, they can be set to the current person ID, course code and course version). Related forms can be custom built so that they open in the context of these global variables when accessed, via a zoom, from the form with the global variables defined. (E.g. Forms, accessed via zoom from ENRF3000, could be built to open with the context person details and/or the context course details and/or the context unit details displayed.)

Rules/Notes:

A client may require the ability to inquire on a course when looking up student course attempt details in ENRF3000. A course inquiry form could be built so that when it is opened via zoom from ENRF3000, the context course version (from the student course attempt) is displayed.

  • Global variables only cause context to be carried when the zoom function is used
  • Global variables are reset to NULL when the 'zoomed to' form is exited
  • Refer to Callista Technical Documentation form more information on global variables

Last Modified on 12 December, 2003