View Management

CompuTec WebUp saves all your settings, such as layouts, actions, and bindings, inside Views. All your saved views are kept in the company database, and if a setting is supported by the SAP Business One Web Client Extensibility Framework, it is automatically deployed as a standard SAP Business One Web Client extension using the SAP Business One Extension Manager.

Each View can have several Versions. This lets you make changes safely, test them, and go back to older versions if needed.

This setup keeps everything traceable, organized, and secure.

Note

You can access each CompuTec WebUp function from the CompuTec WebUp Side Panel inside the SAP Business One Web Client. Features open only if the current SAP Business One screen supports extensibility.

View Details tab

The View Details tab shows the settings of the view that you work on. It has two sections: Current View and View Events.

The Current View section contains the following elements:

• Add New View – Creates a new view.
• Duplicate View – Creates a copy of the current view.
• ... (more actions) – Opens a menu with Edit and Delete View.
• View Code – The unique code of the view, for example VW-00006. Click the icon at the end of the field to browse the existing views.
• Version – The version number of the view, for example Version 1. Click the icon at the end of the field to browse the saved versions of the view.
• Short Name – The name of the view. The name is also displayed at the top of the panel.
• Description – A description of the purpose and customizations of the view.

The View Events section lists the events of the view. For more information, see View Events.

Key functions of view management

A view stores the customizations of one SAP Business One screen. With view management, you can:

• Add a new view – Click Add New View to create a view from your current field configuration and settings. CompuTec WebUp fills in the view code and version. You enter a short name and an optional description. The new view starts as a Draft. You can change its fields, permissions, and advanced behaviors independently of other views. Read more.

• Duplicate a view – Click Duplicate View to create a copy of the current view. The copy keeps the names of your Smart Actions and Parameters, and the definitions of your Binding Expressions and Custom Models.

• Edit a view – Click ... > Edit to change the settings of a view. When the view is Active, click Edit at the top of the panel. CompuTec WebUp keeps your changes in a draft until you activate it. Read more

• Delete a view – Click ... > Delete View to delete the view. Read more

• Browse existing views and versions – Click the icon at the end of View Code to open the list of existing views. You can search the list. Click the icon at the end of Version to open the list of saved versions of the selected view. You can search this list too, and you can't select a version that doesn't exist.

• Activate a view – Click Activate to make a draft the active version. CompuTec WebUp archives the previously active version automatically. You will need to enter your SAP Business one credentials as a confirmation.

• Deactivate a view – Click Deactivate to deactivate an active view. You can then activate another version or another view, and repeat this as often as you need.

• Return to a previous version – CompuTec WebUp saves the version of a view automatically each time you activate it. To go back, browse the saved versions, select the older one, and activate it.

Note

• Only one view version can be active at a time.
• All inactive versions remain archived for auditing, rollback, and troubleshooting purposes.

Add a new view

To add a new view, follow these steps:

1. Open your screen in SAP Business One Web Client, and then go to the View Details tab in the CompuTec WebUp Manager side panel.

2. In Current View, click Add New View.

   

3. In Create New View, check View Code and Version. CompuTec WebUp fills them in automatically.

4. In Short Name, enter a name for the view.

   

5. (Optional) In Description, enter a short description of the purpose and customizations of the view.

6. Click Create View. To close the form without creating a view, click Cancel.

   

7. Done! The new view is displayed with the status Draft and Version 1.

Info

The new view is based on your current field configuration and settings. You can modify fields, permissions, and advanced behaviors of the new view independently.

Edit or delete a view

To edit or delete a view, follow these steps:

1. In Current View, click ....

   

2. Select Edit to change the view, or Delete View to delete it.

Video walkthrough

▶ Watch: CompuTec WebUp - Views & Versioning

View Events

View Events are the events of the whole view, for example when a user adds or updates a document. They are not tied to a single control. You can link Smart Actions to a View Event. CompuTec WebUp runs the Smart Action when the event occurs. For example, to warn users before they save a document, link a Smart Action to On Update and set the trigger to Before.

View Events belong to the current view. A Smart Action that you link to a View Event runs only on the screen that the view customizes.

You find View Events on the View Details tab, under Current View:

• On Add – When a user adds a document.
• On Update – When a user updates a document.
• On Cancel – When a user cancels a document.
• On Close – When a user closes a document.

info

An event that has no Smart Action shows No Smart Action assigned.

Add a Smart Action to a View Event

To add a Smart Action to a View Event, follow these steps:

1. Open your screen in SAP Business One Web Client, and then go to the View Details tab in the CompuTec WebUp Manager side panel.

2. Scroll down to View Events.

3. Under the event you want to use, for example On Add, click + Add Smart Action.

   

4. Click the icon at the end of the Select Smart Action field, and select your Smart Action from the list.

   

5. In the drop-down list next to the Smart Action name, choose when your action runs: No Trigger, After, or Before the event occurs.

6. If the Smart Action has Action Parameters, set a value for each one in the table with the Parameter, Source, and Value columns. Select the Source, and then enter or choose the value. For details, see Assign the Smart Action to a Control.

   

   Note

   Required Action Parameters are marked with an asterisk (*). If the Value of a required Action Parameter is empty, CompuTec WebUp shows Value required and doesn't activate the Smart Action.

7. (Optional) To disable the binding without removing it, use the ON/OFF toggle.

8. (Optional) To run more than one Smart Action for the event, click + Add Smart Action again, and drag the handle to change the order.

9. Click Save & Preview.

   

10. In preview mode, test your action. For example, add a document to check an On Add event.

11. If you like the results, click Activate.

12. Done! The Smart Action runs when the event occurs.

Info

For more information about the controls of a binding (trigger, ON/OFF toggle, order, and the detach icon), see Event bindings.

Next steps

See Control Management to add and customize controls in your view, and Smart Actions to create the logic that runs on View Events and control events.