Export Hidden Canvases Using Form Personalization

  • August 2019
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Export Hidden Canvases Using Form Personalization The following example will present the setup required to enable the export function of data from hidden canvases within a form using Form Personalization. For this example, we will use the Purchase Order window. Generally, when exporting data from a forms block, only the data that is currently displayed for the block is exported. We want to allow exporting the block data that is on other hidden canvases. The business requirement is to include as part of the export all data for the PO_LINES block. Navigate to the Purchase Orders window using the Purchasing SuperUser responsibility. Enter the Form Personalization form. (M) Help > Diagnostics > Custom Code > Personalize. Rule Seq: 10 Description: Export Hidden Canvases Trigger Event: WHEN-NEW-FORM-INSTANCE Context: User and set the value to your user name

Select the Actions tab Actions Seq: 10 Object Type: Block Target Object: PO_LINES Property Name: EXPORT_HIDDEN_CANVASES Value: TRUE

Save your work, exit all Form Personalization as well as the PO window. Re-enter the PO Form, Query any PO number and place your cursor on line # 1. Go to File > Export and export the data of line # 1 to Excel. You will now notice that the data from all other tabs within the PO_LINES block for line # 1 is included in the export file. Please note that this feature (EXPORT_HIDDEN_CANVASES) is only available starting with R12 of Form Personalization. Regards, JA

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