About substitutes for entry windows

To configure a generic inquiry to be used as a substitute window, select the entry window, configure the list of records to be displayed in the substitute window, and then select the place of the window on the site map. You use the Generic inquiry (SM208000) window to configure an inquiry.
For an example of configuring a generic inquiry, see: Design an inquiry based on inventory data.

If you might need from time to time to add or delete the records in the list (that is, not only view the list of records, but also add records to the system or permanently delete existing records), or make edits to the data shown in the list, you can add the required buttons and menu commands to the window toolbar of the substitute window.
You can add any of the following options to a substitute window:

Enabling the creation of new records:

If you enable this capability, the New record button will be available in the substitute window.
When a user clicks the button, the entry window opens to let the user add a new record.
If you enable the creation of new records in the substitute window, you can define the default values for the fields that appear when you add a record.
The system will automatically enter these values in the specified fields when a user adds a new record.
You define the default values in the New record defaults table on the Entry point tab of the Generic inquiry (SM208000) window.

Enabling mass removal of records:

If you enable mass removal of records, the Delete button and the Selected column will be available in the substitute window.
A user can select one record or multiple records and then delete them.
Additionally, you can configure the system to automatically confirm the deletion of records after this button is clicked and before the records are actually deleted.

Enabling mass update of records:

If you enable this capability, the Update and Update all commands will be available in the Actions menu in the window toolbar and the Selected column in the table of the substitute window. When you configure this capability, you select the field or fields that should be updated if the user clicks one of these options.
A user can select one record or multiple records and then change the specified fields of the selected records.

Enabling mass actions on records:

When you configure this setting, you can select any of the available options according to your needs.
The available options depend in the content of the entry window for which you create the inquiry.
For example: The following options might be available for the window: Copy, Paste, Validate address, and Mark as validated.
After you have selected the required options and saved the list, the selected commands will appear in the Actions menu in the window toolbar and the Selected column in the table of the substitute window. A user can select one record or multiple records and then apply any available command to the selected records.

For details on configuring a generic inquiry to be used as a substitute window, see: Configure a generic inquiry to replace an entry window.

With Visma.net ERP, you can design your own custom windows that you can use to replace the entry windows.
Each substitute window must include fields that are mapped to the key fields of the corresponding entry window.

When the custom window is ready, you match the window to the corresponding entry window (that is, specify the entry window that will be replaced with the custom window) by using the Lists as entry points (SM208500) window.
For details of configuring such a custom window to be used as a substitute window, see: Replace an entry window with a custom window.

In Visma.net ERP, every window has its own level of access that you can configure by using the Access rights by window (SM201020) window.
You can change the level of access to the entry and substitute windows independently of each other.
However, when a substitute window replaces the corresponding entry window, the substitute window inherits the level of access the users have to the entry window.
Thus, to change the level of access users have to the substitute window, you change the level of access to the entry window.

If required, you can cancel the replacement, which involves configuring the system to direct users to the entry window (instead of the substitute window) when they try to open the entry window in the navigation pane; cancelling the replacement does not involve deleting windows.
If you cancel the replacement, the level of access to the substitute window reverts to the initial state (that is, the level of access the substitute window had before you used it to replace an entry window).

After you have configured a substitute window, you match the substitute window to the corresponding entry window (that is, specify the substitute window that will replace the entry window), with each pair of entry and substitute windows taking its own row in the Lists as entry points (SM208500) window.

A generic inquiry is automatically matched to the entry window when you select the entry window on the Primary screen tab in the Generic inquiry (SM208000) window.
The selection in the Generic inquiry (SM208000) window is removed if you delete the row that contains the inquiry in the Lists as entry points (SM208500) window.

You can activate or cancel the replacement of any entry window in the list any time you want.
Cancelling the replacement does not remove the window pair from the list.
For details of activating and cancelling the replacement of an entry window, see: Activate the replacement of an entry window and Cancel the replacement of an entry window.

If you delete the row containing the entry window and the corresponding substitute window, you remove the matching between the windows; the replacement is cancelled, but the windows are not deleted.

When you configure the substitute window or at a later time, you define the way users can locate this window. The following ways are available:

• You place the substitute window in the Hidden folder of the site map and replace the entry window with the substitute window.
  A user accesses the substitute window by clicking the name of the entry window in the navigation pane.
  The entry window opens when the user selects a record or creates a new record in the substitute window.
• You place the substitute window in any folder on the site map except the Hidden folder and you do not replace the entry window with the substitute window.
  A user accesses the substitute window by clicking its name in the navigation pane, and the user accesses the entry window by clicking its name in the navigation pane.
• You place the substitute window in the Hidden folder on the site map and you do not replace the entry window with the substitute window.
  A user won't be able to access the substitute window at all. The user accesses the entry window by clicking its name in the navigation pane.

You can see the list of entry windows and the corresponding substitute windows, review and edit the locations of the windows in the list, check which entry windows are replaced with substitute windows, and toggle the replacement by using the Lists as entry points (SM208500) window.