When a new object is created, the platform automatically generates a default screen and object editor for it. The screen defines which object is displayed in the interface; the object editor controls how that object's attributes are displayed and edited.
The default screen allows full read and write access to all attributes. In most cases, additional screens are created to provide different behaviour - for example, restricting editing or hiding specific attributes for certain roles.
Creating or editing a screen involves three stages:
Create an Object Editor
Create the Screen
Add related screens
Create an Object Editor
An object editor controls how an object's data is displayed, including which attributes appear and whether users can create, edit, or delete records.
Open the Configuration application and navigate to Layouts \> Object Editors.
Click New, enter the number of object editors to create, if more than one, and click Add.
Enter an Object Editor Name.
Select the Object whose data this editor will display.
Set Edit Mode to objectEditor.
Configure the following options as required:
Allow Create - controls whether users can create records from this screen.
Allow Update - controls whether users can edit records.
Allow Delete - controls whether users can delete records.
Enter an Audit Comment and click Save and Refresh.
Object editors created for virtual objects do not support create, edit, or delete actions, as virtual objects provide a view of existing data only.
Configure Attribute Display
After creating the object editor, configure how individual attributes are displayed.
Select the object editor.
In the Attribute Rendering section, click Detail, then Edit.
Enter the number of attributes to configure and click Add.
Select the attribute to configure and set the available options as required:
Display Format - controls how numeric values are formatted.
Read Only - determines whether the attribute can be edited.
Screen Link - defines navigation links to other screens.
Hidden - determines whether the attribute is visible to users.
Default Filter - defines a filter applied when the screen opens.
Custom Width - sets a fixed width for the attribute column.
Enter an Audit Comment and click Save and Refresh.
Create a Screen
Open the Configuration application and navigate to Layouts \> Screens.
Click New, enter the number of screens to create, and click Add.
Configure the following fields:
System Name - internal name used by the platform.
Business Name - name displayed to users.
From Date - date from which the screen is valid.
To Date - optional end date for the screen.
Page Wizard - defines the screen layout type.
Object Editor - the editor used to display the object.
Help Description - optional help text shown when users open the help panel.
Open With - defines how the screen opens when selected.
Enter an Audit Comment and click Save and Refresh.
The Open With setting supports three options:
Default - opens using any configured default filter.
Filter - opens with the filter panel displayed and no data loaded.
New Record - opens directly in the new record editor.
Add Related Screens
Screens can include related screens that appear in panels below the main screen, displaying data from related objects without the user needing to navigate away.
Navigate to Layouts \> Screens and select the screen to configure.
In the Related Panel section, click Detail, then Edit.
Enter the number of related screens to add and click Add.
Select the related screen and enter an Order Number to control its position.
Repeat for each related screen.
Enter an Audit Comment and click Save and Refresh.