Overview

This page shows you what you can do with CompuTec WebUp, where to do it, and how a typical customization works from start to finish. For background on how CompuTec WebUp is built, see the Introduction.

What do you want to do?

I want to…	Use	Example
Create a view, keep its versions, or go back to an earlier version	View Management	Activate version 2 of a view again after version 3 causes problems.
Hide, move, or rename fields, tabs, and buttons, or add a new control	Control Management	Move the most important fields to the top of the Sales Quotation header.
Run logic when a user changes a field, clicks a button, or adds, updates, cancels, or closes a document	Smart Actions	Show "Are you sure you want to change the price?" when a user changes a price field.
Show a changing value, such as the document number, in a control	Parameters	A button shows the document key of the open Sales Order. The text changes when the user opens another order.
Start an action from the keyboard	Dot Actions	A user presses the . key and selects your action.

Important

View Actions are not supported in CompuTec WebUp 1.2610.2 and later. Use Smart Actions instead.

CompuTec WebUp Manager panel

The top of the CompuTec WebUp Manager side panel shows the view you work on and the buttons that control it. The buttons you see depend on the status of the view.

• View name and status – The name of the view, for example view 3, and its status: Draft or Active. The view code and version number are displayed next to the status.
• Edit – Appears when the view is Active. Click it to start editing.
• Activate – Appears when the view is a Draft. Click it to make the draft the active version.
• Deactivate – Appears when the view is Active. Click it to deactivate the view.
• Preview – Appears when the view is a Draft. Click it to see your changes in WebUp Preview Mode. To leave preview mode, click Close Preview.
• Select Control – Click it, and then click a control in SAP Business One Web Client to select it.
• New Control – Click it to add a new control to the screen.
• Help icon (question mark) – Click it to show or hide help links next to supported controls and properties.

Edit mode

Note

To create or change views, controls, Smart Actions, Parameters, or Dot Actions, the view must be in edit mode. If the view is Active, click Edit first. CompuTec WebUp creates a new draft version, and the active version stays in use until you click Activate.

If the view shows Draft, you are already in edit mode.

Tabs

Below the header, the panel has five tabs:

• View Details – Add, duplicate, edit, and delete views, browse their versions, and add Smart Actions to View Events. Read more
• Control Details – Select a control and set its properties. Read more
• Smart Actions – Create the logic that runs on events of views and controls. Read more
• Dot Actions – Add your own actions to the command palette that opens when you press the . key (dot or full stop). Read more
• Parameters – Define reusable values and use them in control properties and Smart Actions. Read more

How a typical customization works

1. Open the screen in SAP Business One Web Client.
2. Make sure the view is in edit mode. If the view is Active, click Edit.
3. Make your changes: add or change controls, Smart Actions, Parameters, or Dot Actions.
4. Click Save & Preview, and then check your changes in CompuTec WebUp Preview Mode.
5. If you like the results, click Activate.
6. Done! Users see your customized view.

If something goes wrong, you can go back to an earlier version of the view. For more information, see View Management.

Next steps

See View Management to create and manage views, Control Management to customize controls, and Smart Actions to add logic.