Frequently Asked Questions

Product: Personnel Manager

Version: Single/Multi User

Category: Screen Designer

Code: PM – Screen Designer FAQ004

Title: Creating a new screen (advanced)


How to create a new screen (advanced)

In this example, you want to create a Loan Equipment screen to track equipment people borrow from the company.

To add the screen, follow these steps:

  1. Create a new screen.
  2. • Click the New button on the Screen Designer toolbar.

    • Add the Loan Equipment screen information and click OK.

    A blank screen appears.

  3. Create the fields for the data to be saved into.
  4. The names for a field can contain letters A to Z (upper or lower case), numerals 1 to 9, but can have no spaces.

    • There are four fields to be added.

    Field Name Field Type/Size Display Label Description

    LoanOutDate Type: Date Date Date equipment

    was loaned out

    Returned Type: Date Returned Date equipment is

    to be returned

    Description Type: Text Description Description of

    Size: 30 equipment

     

    EquipmentValue Type: Decimal Value Value of the

    Number Equipment

  5. You decide that you want the dates in the LoanOutDate field sorted in descending order.
  6. • On the Field Chooser screen, select Date then click the Sorting tab.

    • Click the Allow Information To Be Sorted By This Field checkbox.

    Then click the Descending radio button.

    • Click OK.

  7. The EquipmentValue field is to have two decimal places.
  8. • On the Field Chooser screen, select Value then click the Display tab.

    • Select 2 Decimal places from the format drop-down.

    • Click OK.

  9. Drag the fields from the Field Chooser to the form in the locations you want them
  10. to be.

  11. Now is a good time to set the properties for each item; for example, the dates. Do
  12. this using the Field Chooser.

    • Select LoanOutDate in the Field Chooser and click the Edit button.

    The Field Properties screen displays the current properties of the field.

    • Click the Display tab. Select the type of date you require from the Format

    drop-down list.

    • When you have done this, click on the OK button.

     

    • Repeat step 4 for the Returned field.

  13. Change the Description field so that users can choose from a Pick List instead of
  14. using the default field box. To do this you must first delete the Description default

    field box. You decide to replace the box with a dynamic Pick List (one where the

    user can add an item if it is not in the list) instead of a static one (one where the

    user can only select items from the list).

    • To delete the Description box, select the Description box and press Del.

    • From the Control Properties toolbar, select the dynamic Pick List and drag it to the

    location where you just deleted the description box.

    • Right-click the Pick List field and choose Control Properties from the

    shortcut menu. The Control Properties screen appears. 24

    • Select the Description field from the Field drop-down list.

    This links the Pick List control with the Description field.

    • When you have done this, click OK.

  15. To avoid wasted space on the form, you can reduce the size of the screen.
  16. • Select and drag the navigation buttons up the screen.

    • Now size the screen size.

  17. Save the screen and exit Screen Designer to check the results in Personnel

Manager.

 

 

 

 

 

 


Vizual Business Tools Customer Support is constantly looking to improve its services and would therefore appreciate any comments you might have concerning this FAQ sheet.

Please complete this short questionnaire and return to:

Customer Support Services,

Vizual Business Tools Ltd.

Fax: 01934 418203

Email: Support@VisualPersonnel.co.uk Internet: www.VisualPersonnel.co.uk

FAQ Sheet Code PDFAQ00:

o Very useful & easy to follow o Too technical

o More technical detail needed o Other (Please comment below)