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Summary Pages Documentation

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Summary pages are used to display multiple records in a tabular form. A summary screen displays multiple records based on search criteria. An SQL or an EJB method at the beginning of the file determines the information that will be retrieved and displayed on the summary page.

Attributes

Name
Description
Value
titleThe title of the page.Any
messageDisplayed on top of the summary as a description.Any

sql

The SQL statement to run to retrieve the records displayed on the summary page. Either sql or classname and functionname can be used.Valid SQL statement
classnameThe name of the EJB class containing the EJB method that will retrieve the records displayed on the summary page. Either sql or classname and functionname can be used.Valid EJB class name
functionname The EJB method that will retrieve the records displayed on the summary page. Either sql or classname and functionname can be used.Valid EJB method name
rowsperpageThe maximum number of rows that will be displayed per page.Any numeric value

multiselect

If set to true, the user can select multiple records to pass them as parameters in summary actions.true, false
primaryfield

The identifier of the main entity that will be retrieved through the SQL, used as a parameter in the actions using multi-select. Multiple records can be set, separated by commas. If there are no order-by-fields defined, by default the SQL will be ordered by the primary-field ascending.

Any SQL field
mainlinkfield

Used in order to define which fields the mouse over option will be applicable to. Multiple records can be set, separate by commas. If there are no order-by-fields defined, by default the SQL will be ordered by the main-link-field ascending.

Any SQL field

groupbyUsed in order to retrieve the results grouped by the specified fields.Any SQL field
autosearchUsed in order to search the summary page automatically.true, false
hidefindbuttonUsed to hide the find buttontrue, false
orderbyfieldsUsed in order to retrieve the results ordered by the specified fieldsAny SQL field
groups

Used in order to create a group of expand fields. Multiple groups can be set separate by semicolons.

Any
entityfilterUsed in order to filter the results based on the business rules.Any entity
moduleThe related module name.Any module
fieldlistUsed to define the fields that will be retrieved from the SQL.Any SQL field

hidetitlebar

Used in order to hide the title bar of the summary pagetrue, false
actionsUsed in order to open a new page through the summary page.Actions
savecriteriaIf set to false, the search criteria will not be saved as the default criteria, otherwise they are always saved.true,false
allownocriteriaIndicates if no criteria needs to be defined in order to search.true, false
organisationdatabaseIf set to true, the SQL will run on the ecenter database, if set to false the SQL will run on the organisation database. The default value is false.true, false
superuseraccessIf set to true, only superusers have access to the page. The default value id false.true, false

Examples

 Summary Page Using SQL

 

Summary Page Using SQL
<summary xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/summary.xsd">

	<title>Accounts Receivable</title>

	<sql>FROM ACCOUNTSRECEIVABLE
		LEFT JOIN USERS CREATEDBY ON CREATEDBY.USERID = ACCOUNTSRECEIVABLE.ACCRECCREATEDBYUSERID
		LEFT JOIN USERS UPDATEDBY ON UPDATEDBY.USERID = ACCOUNTSRECEIVABLE.ACCRECUPDATEDBYUSERID
		LEFT JOIN OUUNITS CREATEDBYUNIT ON CREATEDBYUNIT.OUUID = ACCOUNTSRECEIVABLE.ACCRECCREATEDBYOUUID
		LEFT JOIN OUUNITS UPDATEDBYUNIT ON UPDATEDBYUNIT.OUUID = ACCOUNTSRECEIVABLE.ACCRECUPDATEDBYOUUID
		LEFT JOIN CONTACTINFORMATION ON CONTACTINFORMATION.CIID = ACCOUNTSRECEIVABLE.CIID
		INNER JOIN CONTACTINFODEFINITIONS ON CONTACTINFODEFINITIONS.CIDEFACTIVE = 1 AND CONTACTINFODEFINITIONS.CIDEFDELETED = 0
		LEFT JOIN ACCCLASSIFICATIONS ON ACCCLASSIFICATIONS.ACCCLASSID = ACCOUNTSRECEIVABLE.ACCCLASSID
		WHERE ACCOUNTSRECEIVABLE.ACCRECDELETED = 0
	</sql>

	<rowsperpage>20</rowsperpage>
	<primaryfield>ACCOUNTSRECEIVABLE.ACCRECID</primaryfield>
	<mainlinkfield>ACCOUNTSRECEIVABLE.ACCRECNUM</mainlinkfield>
	<orderbyfields>ACCOUNTSRECEIVABLE.ACCRECNUM</orderbyfields>
	<module>ACCOUNTS_RECEIVABLE</module>
	
	<fieldlist>
		<!-- external filters -->
		<field>
			<fieldname>ACCOUNTSRECEIVABLE.ACCRECID</fieldname>
			<filtertextoption>equal</filtertextoption>
		</field>

		<!-- fields -->
		<field>
			<fieldname>ACCOUNTSRECEIVABLE.ACCRECNUM</fieldname>
			<caption>No.</caption>
			<summary>true</summary>
			<filter>true</filter>
			<filteravailable>true</filteravailable>
			<filtertextoption>like</filtertextoption>
			<link>page.do?xml=accounts/accountReceivable&amp;act=itm&amp;jndi=ejb/CRMUIAccountReceivable&amp;fc=loadForm&amp;pv0=((ACCOUNTSRECEIVABLE.ACCRECID))&amp;pvc=1</link>
		</field>

		<field>
			<fieldname>ACCOUNTSRECEIVABLE.ACCRECNAME</fieldname>
			<caption>Name</caption>
			<summary>true</summary>
			<filter>true</filter>
		</field>
 
		... 
 
		<!-- drilldowns -->
		<field>
			<fieldname>BILLINGADDRESS</fieldname>
			<fieldfunction>''</fieldfunction>
			<caption>Billing Address</caption>
			<summary>true</summary>
			<fieldtype>label</fieldtype>
			<label>Billing Address</label>
			<link>drilldown:accounts/accountReceivable_billingAddress;hidefilters~true~CONTACTINFORMATION.CIID~((ACCOUNTSRECEIVABLE.CIID))</link>
		</field>
 
		...
 
	</fieldlist>

	<actions>
		<action>
			<caption>New</caption>
			<topmenu>true</topmenu>
			<link>page.do?xml=accounts/accountReceivable&amp;act=new&amp;fc=createButton&amp;jndi=ejb/CRMUIAccountReceivable</link>
		</action>
 
		...

	</actions>
</summary>
 Summary Page Using EJB Method

 

Summary Page Using EJB Method
<summary xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/summary.xsd">
    <title>Warehouse Balances</title>
    <classname>ejb/CRMUIWarehouse</classname>
    <functionname>loadBalancesTab</functionname>
    <rowsperpage>20</rowsperpage>
    <primaryfield>ITEMID</primaryfield>
    <mainlinkfield>ITEMID</mainlinkfield>
    <autosearch>true</autosearch>
    <hidefindbutton>true</hidefindbutton>
    <module>INVENTORY_MANAGEMENT</module>
     
    <fieldlist>
        <!-- external filters -->
        <field>
            <fieldname>WRHID</fieldname>
            <filtertextoption>equal</filtertextoption>
        </field>
 
        <!-- fields -->
        <field>
            <fieldname>ITEMNAME</fieldname>
            <caption>Product Type</caption>
            <summary>true</summary>
            <available>true</available>
        </field>
 
        ...
 
        <!-- drilldowns -->
        ...
 
    </fieldlist>
</summary>
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