Wiki: IMFD

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MAINTAIN FORM DEFINITIONS#

Forms are the user interface components that allow a user to view and/or maintain data stored in the system tables. The Maintain Form Definitions (IMFD) form is used to manage a form's functionality and details Functions provide the rules to access and process the data stored in the tables. Forms are the user interface to view/maintain the data. Every form is associated with a function, however not every function has a form.

For example, the function ‘C2310_IMADD’ is better known as ‘Create Record’. There is no ‘Create Record’ form, only the action executed when the user selects the F6 function key or the green plus sign.

Forms should not be changed without guidance from your consultant or support person. With the exception of the Menu tab, the data kept in IMFD is normally intended for internal use only. Changes made to forms without the assistance of a consultant may not be supported. It is recommended that wherever possible, object security (IMOS), translations (IMTN, IMLA) and user defined columns be used to modify the appearance of functions, as these changes will not be affected by upgrades.

The definition data for the Maintain Form Definitions screen is stored in the P2K_AM_FUNCTIONS, P2K_AM_FORM_TABLE_USAGES, P2K_AM_FORM_GROUPS, P2K_AM_FORM_ITEMS, P2K_AM_EXECUTION_RIGHTS, P2K_AM_PREFERENCE_VALUES, P2K_AM_MENU_ITEMS and P2K_AM_FORM_DRILL_DOWNS tables.

Product

At the top of the screen, you will see a list of the current forms within the application identified by the following fields:

Function Name: This field displays the name of the function to which the form belongs.(Mandatory)

Product This field displays the name of the product to which the function belongs. (Mandatory) For example, AT for Attendance or BE for Benefits. ;[Description This field provides a short description of the function. (Mandatory) ;[Usage This field identifies whether the form table is pre-loaded or user defined. By clicking on one of the forms listed, you will be able to see further details about that form in the following fields. \\ \\ ---- !!Table Usages tab The Table Usages tab identifies where the form gathers its data. Data can come from one or more database tables or views. If there is more than one source, the way they are joined and their Where Clauses (or files) may also be defined here. Where Clauses require familiarity with SQL and databases. ;[Seq# This field indicates the sequential order by which the tables are linked to the function. ;[Data Source This field will hold the official name of the table. (Mandatory) ;[Table Alias This field provides the abbrieviated table identifier. ;[Parent Data Source If this table has a parent table, that parent table will be listed here. ;[Join Clause This field indicates the clause that will join two or more tables or views. ;[Where Clause This field is used to filter information being queried. For instance, for an employee driven form, this may indicate that only active employees should be called up. ;[Table Usage This field identifies whether the form table is pre-loaded or user defined. A Pre-loaded usage means that McKessonHigh Line created and controls the information which will be overwritten with every update. A User-Defined usage means that the user created and controls the information which will not be overwritten when you receive a software update. ;[Create Allowed, Retrieve Allowed, Update Allowed and Delete Allowed. \\ \\ ---- !!Form Layout tab This Form Layout tab defines the information displayed on the form and the visual details such as layouts, field labels and widths. The layout areas of a form, including the form itself, are referred to as Form Groups. ;[Seq # This field indicates the sequential order that the groups appear on the form. ;[Form Group This field provides the official name of the group. ;[Parent Group If the group is part of another group, that parent group will be listed here. ;[Layout This field indicates the how the group will be presented. e.g. as text, table, box or tabs. ;[Group Usage This field identifies whether the form group is pre-loaded or user defined. A Pre-loaded usage means that McKessonHigh Line created and controls the information which will be over written with every update. A User-Defined usage means that the user created and controls the information which will not be over written when you receive a software update. ;[SS Rows Displayed For any layout types of ‘Table’, this field will indicate the numbers of rows to display. ;[Title This field will show the title of the group which will appear on form. In our example of WECT The group ‘CONTACT’ has the title ‘Below is the list of contacts from your profile’ The group ‘BOTTOM’ has the title ‘Contact Details’ The group ‘CTYPE’ has the title ‘List Multiple Contact Types’ ;[Title (Lang) If your database uses a secondary language, this field allows you provide the title of the group in that language. e.g. If the title of the group is ‘Find’ this field may provide the Spanish translation, ‘Buscar’. ;[Decoration NOT AVAILABLE AT THIS TIME. ;[Width This is the default width (expressed in pixels) of the group when a user first opens the form. ;[Height This is the default height (expressed in pixels) of the group when a user first opens the form. ;[Max W This is the maximum width (expressed in pixels) of the group if the user stretches their screen. ;[Max H This is the maximum height (expressed in pixels) of the group if the user stretches their screen. ;[Seq # This field indicates the sequential order of the group item. ;[Item Name This field holds the official name of the group item. ;[Type ‘Type’ allows you to categorize the field Not Specified The field will not have a specific type. Display Only Users will not be able to make any changes, additions or deletions to the field. Required The field will be mandatory and must be completed before the user can save the form. No Update The user will be able to create a new record in the field, but will not be able to edit it afterwards. If this field is blank, the default type form the column detail will be used. ;[Width This field indicates the width of the area for the group item. 1 extra small 3 small 5 medium 8 wide 9 extra wide 10 widest The size will default in from P2KHHRM, however you may change it. ;[Height This field indicates the height of the area for the group item. The size will default in from P2KHHRM, however you may change it. If you change the default size or prompt of a group item and that item is repeated anywhere on the form, those changes will remain. You will not be able to edit the size or prompt of the second occurrence separately. ;[LOV This field allows LOV’s to be associated with specific types of fields. ;[Prompt This field shows the name that will appear on form for the item. This name will default in from P2KHHRM, however you may change it. If a prompt is not specified in IMFD, the 'Field Prompt' from the Column Detail field on IMCD will be displayed as the name of the group item on the form. There are screens where a displayed prompt is not necessary or desired. In this case, you will enter two quotation marks (" ") in the prompt field to get a blank title. ;[Prompt (Lang) If the form is to be displayed in a second language, this field allows you to provide an alternate language name for the group item. ;[Dftl Sort Order ;[Format This field is used to define the date or numeric format. Input Format Output 123456.789 ###,###.### 123,456.789 The pound sign (#) denotes a digit, the comma is a placeholder for the grouping separator, and the period is a placeholder for the decimal separator. 123456.789 ###.## 23456.79 The value has three digits to the right of the decimal point, but the pattern has only two. The format method handles this by rounding up. 123.78 000000.000 00123.780 The pattern specifies leading and trailing zeros, because the 0 character is used instead of the pound sign (#). 12345.67 $###,###.### $12,345.67 The first character in the pattern is the dollar sign ($). Note that it immediately precedes the left most digit in the formatted output. ;[Item Usage This field indicates if the item is pre-loaded, user-defined or obsolete. \\ \\ ---- !!Function Info tab Each form has a function associated with it and when the application calls that function name, the form will appear on the computer screen. The Function Info tab is used to manage certain properties of the form related to its corresponding function. Function details should not be changed without the guidance of your McKessonHigh Line consultant or support person. This form is normally intended for internal McKessonHigh Line use only. While you can modify function-related properties of a form through this tab, it should NOT be used to add new functions or delete existing ones. You must use the Maintain Functions (IMFN) form to add or delete a function. For an indepth explanation of the Functions Info tab and its fields, refer to the Functions screen earlier in this document. Menu Info / Drill Downs This tab allows you to attach the form to a specific menu. A form may be attached to more than one menu within the system. For an in depth explanation of the Menu Info tab and its fields, refer to the Menu Definitions screen in this document.