Create a New Flexible UI Item
To create a new Flexible User Interface item:
- Click New, in the left-hand frame of the browser window.
The browser displays the Edit Flexible UI Item form on the right-hand side of the Integration Administration application page.
- This form includes a list of configuration parameter prompts followed by empty text boxes:
- Name - A descriptive name for the UI Item that will appear on the Flex UI screen.
- Attribute - An optional field name to be sent to the ERP system with the accounting information. Values are driven by the ERP values, so that you may only enter values accepted by the ERP adapter. Refer to the adapter documentation for acceptable values.
- Type - The type of User Interface item, which may be:
Start Node
Drop-down
Textbox, or
Option.
If the parent is ROOT Node, then the Item Type should be Start Node.
- Associate ERP with this item - Select from a list of available ERP systems.
- Associate Data Sync Item for Validation - Select the Data Synchronization item used to validate the values entered in this UI Item.
- Associate Default Item - Select the Cost Allocation Default Item to associate to the UI element.
- Select Parent - Select from a list of all the existing User Interface items to be parent of the new item.
- To add a Name value, click in the text box, and type text or numbers to create a unique name for the item.
- To add an optional Attribute value, click in the text box, and type text or numbers to create a unique attribute name.
- To add a Type value, click in the drop-down menu, and select value the type of User Interface item.
- To add an Associate ERP with this item field, click in the drop-down menu, and select from a list of available ERP systems to be associated with this Data Synchronization item.
- To add an Associate Data Sync Item for Validation value, click in the drop-down menu, and select a new value.
- To add an Associate Default Item value, click in the drop-down menus, and select a new value.
- To add a Select Parent value, click in the drop-down menu, and select a new parent for the User Interface item.
- Click [Save] to apply the parameters to the new User Interface item.
- When you have completed creating new Flexible User Interface items:
- Click Search or New, in the left-hand frame of the browser window, to take other actions using the Edit Flexible UI Form.
- Click the name of a parameter in the left-hand side menu, to take other Integration Administration actions.
- Click Home, in the left-hand frame of the browser window, to return to the Procurement Home Page.
