Tracker Setup (Desktop)
Overview
Tracker Setup builds desktop tracker modules: simple input screens that run a Custom Action on the values entered. They are separate from the Tracker app.
- Each tracker has its own input fields, settings and Output Templates.
- The button on the tracker runs the Custom Action linked to the tracker, and takes its caption.
- Trackers are added to the menu under the Trackers heading of Menu Items (see Menus).
- A user needs the tracker setting User > Tracker – Access Allowed to open a tracker; otherwise the message "Access denied." appears.
User Settings
Note
The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Setups > Tracker – Access Allowed | Checkbox. If checked, you can open Tracker Setup. | Unchecked |
Tracker Setup Screen
Info
- The list on the left shows the trackers (Name and Code).
- Click Edit before changing a tracker.
Buttons Explained
| Button | Description |
|---|---|
| Menu | Opens a menu with these options:
|
| Edit | Makes the tracker, its settings, input fields and Output Templates editable. |
| New | Creates a tracker. |
| Save | Saves the changes. Changes are also saved when you move to another tracker or leave the screen. |
Fields Explained
| Field | Description |
|---|---|
| Name | The tracker's name. It is the title of the tracker module. |
| Code | A short code for the tracker. |
Settings Tab
Info
- Click Add/Update to add the tracker's settings.
- General settings apply to everyone; User settings are set per user (User column).
| Setting | Description | Default |
|---|---|---|
| User > Tracker – Access Allowed | Checkbox, per user. If checked, you can open the tracker. | Unchecked |
| General > Reset after Action is executed | Checkbox. If checked, the input fields are cleared after the action runs. | Unchecked |
| User > Use Number Pad | Checkbox, per user. If checked, you see a number pad (0–9 and a decimal point). | Unchecked |
| General > Fields that are not Reset (e.g. [NAME1][NAME2]) | Enter the names of the input fields to keep when the fields are cleared, each in square brackets, for example [NAME1][NAME2]. | Blank |
Input Fields Tab
The fields users fill in on the tracker, set up as user-defined fields.
Output Tab
The Output Templates for the tracker, set up as explained on Output.
Using a Tracker
- Fill in the input fields (use the number pad, if shown).
- Click the action button (it shows the Custom Action's caption). The action's items run in order: SQL, messages, opening a transaction or a report, using the values you entered.
- If a confirmation message is cancelled, the action stops.
- After the action, the fields are cleared if the setting Reset after Action is executed is checked. Otherwise, Output becomes available to print the values.
Tracker Buttons Explained
| Button | Description |
|---|---|
| Action button | Runs the tracker's Custom Action. |
| Reset | Clears the input fields, except those named in Fields that are not Reset. |
| Output | Prints the values with the tracker's Output Template. With one default template, the arrow next to the button shows the other templates. |
| 0–9 and . | The number pad: types into the selected field. |