In order to make any form layout customizations, you must be in Template Editing mode. See Creating and Assigning Templates to Staff Users for more information.
This page explains how to use the customization form to make layout changes to the Home, Request, Activity and User Information forms as well as other forms in the Aeon client. The customization form is a complete and interactive editing tool that allows you to redesign a workspace.
Template form customizations are automatically saved to a template at the time the change is made and when applied to users, are stored in the database and appear each time the user logs on. Template form layouts are retained until the applied template is removed and the user is restored to the default layout. Form customizations are made using the Customization form as shown in the image to the right. Form customizations can be saved as .xml files that can be applied to templates and therefore shared with other users.
- On the Home page, the groups and all of the elements within those groups are customizable.
- On the Request and User Information forms, the grids beneath the Detail tab and History tab are customizable.
- On the Activity form, the grids beneath the Detail and User tabs are customizable.
- The Ribbons along the top of the forms are not customizable.
The Customization Form
Each of the items on the Customization form has different features and options, explained below. To access the Customization form:
- Enter Template Edit Mode in order to have access to customization editing options. See Creating and Assigning Templates to Staff Users for more information.
- To open the Customize Layout form:
- From the Home page, right click on any of the headings or tabs in the Requests & Activities groups, or other groups, and choose Customize Layout.
- From the Request or User Information form, right click on any of the headings under the Detail tab and choose to Customize Layout.
- From the Activity form, right click on any of the headings under the Detail or User tabs and choose Customize Layout.
Right-click again in any of the panes and a Customization popup menu appears.
- All of the groups on the page and the formatting elements of the page are now movable and interactive.
- New tabs can be created and groups can be resized, hidden or moved to new areas by clicking and dragging and using the features in the popup menu.
Options on the Customization Form
The Customization form contains two main sections: the Hidden Items tab and the Layout Tree View tab.
Hidden Items Tab
The first four items are formatting tools to change the look and layout of the page. These tools are used by clicking, dragging and dropping them where you want them on the page. The layout options are dynamic and quite limitless and it is a good idea to play with the tools to see just how many options you have for creating new layout designs. For instance, you can add an empty space item to the bottom of the page, click and drag to enlarge it, and then drop a new field in the space. You can move and drop items most anywhere; if a move is not allowed, a circle with a line through it will appear warning you the move is not allowed. The remaining items are fields from database tables that you can click and add to your client forms as well as your web forms.
Examples of some formatting options and fields you can add to forms:
- Empty space
- Item Info 1-5, User Info 1-5, Activity Info 1-5
- Bundle information
- User information such as name, address, birthday, and expiration date
- Billing category
- Photoduplication date and status
Layout Tree View
The Layout Tree view is a very handy view that outlines where items are on your page. You can click on the item in the Layout Tree View and the corresponding item on the page is selected. Click on the item on the page, and the same item will highlight in the Layout Tree View. This can spare you from losing information on your page and having to revert back to the default layout.
The Customization popup window contains some extra features for editing page layout. You can get to these features by right-clicking anywhere on the Customization form.
|Hide Customization Form||Closes the Customization form.|
|Rename||Creates a custom name for a label.|
|Hide Text / Show Text||Hides and unhides a label.|
|Text Position||Changes text position to the top, bottom, left, or right of the row.|
|Hide Item||Hides label from the form and moves it to the Hidden Items section of the layout tree.|
|Ungroup / Group||Groups and ungroups selected rows.|
|Create EmptySpace Item||Places an empty space in the row.|
|Size Constraints||Choose from default or free sizing or lock the size, width, or height|
|Create Tabbed Group||Creates a grouping with a tab header.|
|Restore Default||Return to the default layout.|
Restoring To Default
All customizations made within the Aeon Client are stored and saved for the logged in staff username. If you customize the layout of the Client at your workstation, that layout will appear on any Aeon workstation that user logs into. The customized layout information is stored in the Aeon database, so you don't have to worry about keeping those settings on your local machine or a server share. Closing the customization form saves the layout changes to the database for the staff user, but at any point you can right-click and choose to Restore Default.