Kumar A. ADempiere 3.6 Cookbook
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4. Check the Read Only checkbox for the Client eld, as shown in the
following screenshot:
5. Repeat the same for Organisation and any other eld that you want to be read-only.
6. Log out and log in as GardenAdmin/ GardenAdmin with the GardenWorld Admin role.
7. Go to the Minutes Of Meeting window. Editing will not be allowed for all the elds we
marked as read-only—Client, Organization—as shown in the following screenshot:
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Creating a new menu tree
As part of the customization, we may build windows and may want to keep them logically
grouped. For example, in ADempiere, we have Quote-to-Invoice where everything related to
the sales is grouped. Let us say we want to group all our MOM-related windows under a node
MOM in the Menu tree so that they are all in one place. Here we will look into the procedure to
create such a menu structure.
How to do it...
1. Log in as System/System with the System Administrator role.
2. Go to Menu | System Admin | General Rules | System Rules | Menu.
3. Click on the New Record button to create a new menu and ll in the details, as shown
in the following screenshot:
Check the Summary Level to create a folder entry in the Menu tree to which further
menus can be added. If the Summary Level is not checked, the newly created menu
will be added a leaf node to the Menu tree.
4. Go to Menu | System Admin | General Rules | System Rules | Tree Maintenance
and select Menu from the Tree drop-down. You will see the newly created MOM node
on the left-hand side. All the windows appear on the right-hand side.
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5. Select the MOM node and add the Minutes Of Meeting and MOM Status windows to
it by clicking on the Add to Tree button, as shown in the following screenshot:
6. Log out and log in as GardenAdmin/GardenAdmin with the GardenWorld Admin
role. You will see the MOM node in the Menu tree with Minutes Of Meeting and
MOM Status as its children, as shown in the following screenshot:
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Role set up and assigning a menu tree
to a role
By default, to every role in ADempiere, we see a Menu tree, which shows the items that the
role has access to. It is imperative that, for a role, we may have to build an altogether different
menu tree. For example, a sales representative in an organization requires access to Quote-to-
Invoice. In that case, that role shall see only the Quote-to-Invoice node in its Menu tree.
Let us say, in our MOM example, there is a user role, which only needs to work with the
MOM-related windows. To such a role, we would like to ensure that only the MOM node
appears in their Menu tree. This recipe provides us with the required details to implement
our requirement.
How to do it...
1. Log in as System/System with the System Administrator role.
2. Go to the Menu | System Admin | General Rules | System Rules | Tree window.
3. Click on New Record and ll in the required details. For Type | Area, select Menu, as
shown in the following screenshot:
4. Click on the Verify Tree button.
5. Go to the Menu | System Admin | General Rules | System Rules | Tree
Maintenance window.
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6. Select the newly created tree, MOM, as Tree and add the Minutes Of Meeting and
MOM Status windows to it, as shown in the following screenshot:
7. Log out and log in as GardenAdmin/GardenAdmin with the GardenWorld
Admin role.
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8. Go to the Menu | System Admin | General Rules | Security | Role window and
create a new role by name, say, GardenWorld TestUser, for which select MOM as the
Menu Tree, as shown in the following screenshot:
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On the Org Access tab or the Role window, assign the organizations that this role will
have access to, as shown here in the following screenshot:
9. On the User Assignment tab, assign the user(s) to this role. For example, I have
added the GardenAdmin user to this role.
10. Log out and log in as GardenAdmin/GardenAdmin using the GardenWorld TestUser
role, as shown in the following screenshot:
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In the Menu tree, you would see only the MOM node and its children, as shown in the
following screenshot:
Defaulting the data display to
single/multi-row mode
By default, ADempiere shows data in a window in multi-row mode, where it shows multiple
records in a tabular format. It allows complete data entry in the tabular form, as well. However,
in many instances, it is more logical and convenient to show the window as a form to allow
easy understanding and lling of the data. Irrespective of the default mode, using the Grid
Toggle toolbar button, a user can switch between these two modes. However, from a usability
perspective, many a times, it makes sense to show the window as a form or as a table. For
example, if the workow says that a user has to always create the data in the system, it is
more appropriate to provide the single-row mode (window is shown as a form) of the window
to that user. Whereas, if the workow requires the user to create the data (only if it does not
exist in the system), it is more appropriate to show the window in the multi-row mode
(tabular representation). This recipe covers this aspect of our customization need.
How to do it...
1. Log in as System/System with the System Administrator role.
2. Go to the Window, Tab, and Field window and select the target tab on Tab.
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3. Check the Single Row Layout to default the record display on the tab to form
representation. If unchecked, the record display on the tab defaults to the tabular
representation, as shown in the following screenshot:
Showing the entity and line items on the
same tab
On our MOM window, we have MOM, Participants, and Discussion Detail tabs. Let us say we
think it would be better if Participants information is displayed on the rst tab, MOM. This way,
one can quickly nd out who all attended the meeting, if that is the only interest they have in
this window. Here we will go through the steps required to have a tab included inside
another tab.
How to do it...
1. Add a new column to the adempiere.c_mom table by executing the following SQL:
ALTER TABLE adempiere.c_mom ADD COLUMN tab_participants
numeric(10);
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2. Go to the Table and Column window and generate the new column from the
database table, as shown in the following screenshot:
3. Go to the Window, Tab, and Field window and generate the new eld.
4. Verify the eld sequence. Usually, we would like to keep these kinds of things at the
end, as shown in the following screenshot: