11.3 Changing a window for a user role (Customize Job Windows)

You use this job to change the components of a window (such as buttons, search conditions, and editable items) for a particular user role.

For example, you can hide the Update button or editable items in the Contract Details dialog box so that general users cannot update contract information. You can also change the display order of search conditions and editable items.

Customize Job Windows enables you to easily customize job settings windows as appropriate for different user roles. Note that the items being managed are set based on the settings in the Customize Managed Items window.

To change windows according to a user role, start from the Customize Job Windows window, which is displayed by clicking the Customize Job Windows job menu. The figure below shows the Customize Job Windows window.

Figure 11‒7: Customize Job Windows window

The Customize Job Windows window lists the names of the jobs displayed in a job menu, the windows used by each job, and the form set for each window (settings for customizing each window).

In the Window name list, clicking the link for a window displays the Customize Job Windows - Edit Form window that enables you to change the tasks to be executed from that window.

This section describes the form settings (such as the view/hide settings for buttons and search conditions). It also explains how to create new forms and how to change and delete form names.

Organization of this section

• 11.3.1 Setting a form

• 11.3.2 Setting the object role

• 11.3.3 Setting the buttons to be used

• 11.3.4 Setting items to be displayed as editable items

• 11.3.5 Setting items to be displayed as search conditions

• 11.3.6 Setting the items to be displayed in search results

• 11.3.7 Adding forms

• 11.3.8 Copying a form

• 11.3.9 Renaming a form

• 11.3.10 Deleting a form

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