About substitutes for entry windows

To configure a generic inquiry to be used as a substitute window, first select the entry window, configure the list of records to be displayed in the substitute window, and finally select the location on the site map. The Generic inquiry (SM208000) window is used for this configuration.
For an example of configuring a generic inquiry, see: Design an inquiry based on inventory data.

To add or delete the records in the list 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:

Activating this feature makes the New record button accessible in the substitute window.
Clicking this button opens the entry window, allowing the user to add a new record.
Enabling the creation of new records in the substitute window allows you to set default values for the fields that are displayed when a record is added.

When a user adds a new record, the system will automatically populate these fields with the default values. These default values are defined in the New record defaults, located 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.
You also have the option to 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:

Activating this feature will make the Update and Update all commands available in the Actions menu in the window toolbar, as well as in the Selected column of the substitute window's table. You can configure this feature by selecting the field or fields to be updated when one of these options is selected by the user.
A user has the ability to select either a single record or multiple records. After selection, the user can then modify the specified fields of these selected records.

Enabling mass actions on records:

When you configure this setting, you can select any of the available options according to your requirements.
The options you can select from are determined by the content within the entry window where you are creating the ingquiry.
For example: The following options might be available for the window:

• Copy
• Paste
• Validate address
• Mark as validated.

After you have selected the required options and saved the list, these commands will be displayed in the Actions menu in the window toolbar and the Selected column in the table of the substitute window. A user can select one or multiple records and then apply any available command to those selected records.

For instructions on setting up a generic inquiry as a substitute window, see: Configure a generic inquiry to replace an entry window.

With Visma Net, you can design your own custom windows to substitute the default entry windows.
Each substitute window must include fields that correspond and map to the key fields of the original entry window.

Once the custom window is ready, you match the window to the corresponding entry window This means specifying which entry window will be replaced with the custom window. This can be done using the Lists as entry points (SM208500) window.
For details on how to configure a custom window to be used as a substitute window, see: Replace an entry window with a custom window.

In Visma Net, each window has its own level of access that you can configure by using the Access rights by window (SM201020) window.
The access levels for the entry and substitute windows can be modified independently.
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.
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. This involves configuring the system to redirect users to the original entry window, instead of the substitute window when they try to open the entry window in the navigation pane. Note that cancelling the replacement does not involve deleting windows.
If you cancel the replacement, the access level of the substitute window reverts to the initial state This means, the access level the substitute window had before you used it to replace an entry window.

Once a substitute window is configured, you match the substitute window to the corresponding entry window. This means specifying which substitute window will replace which entry window. Each pair of entry and substitute windows will have its own row in the Lists as entry points (SM208500) window.

When you select the entry window on the Primary screen tab, a generic inquiry is automatically matched to it. This occurs in the Generic inquiry (SM208000) window.
If you delete the row containing the inquiry in the Lists as entry points (SM208500) window, the selection in the Generic inquiry (SM208000) window is removed.

You can activate or cancel the replacement of any entry window in the list at any time.
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, the match betwen the windows is removed. This cancels the replacement, but does not delete the windows.

When configuring the substitute window, you determine how users can locate this window. The following ways are available:

• Place the substitute window in the Hidden folder of the site map and replace the entry window with the substitute window.
  Users can accesses the substitute window by clicking the name of the entry window in the navigation pane.
  The entry window opens when a user selects a record or creates a new record in the substitute window.
• Place the substitute window in any folder on the site map except the Hidden folder, without replacing the entry window with the substitute window.
  Users can accesses both the substitute window and teh entry window by clicking its name in the navigation pane.
• Place the substitute window in the Hidden folder on the site map without replacing the entry window with the substitute window.
  In this case, users won't be able to access the substitute window. They can access 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.