Standard Headers

Find the list of standard headers in this topic.

Below is the list of standard headers:

Search/SearchLinked

Search pages displays the Search or SearchLinked header at the top of the page.

If a Search page is not linked to a record (e.g. the Company search called from the application menu), the Search header is used.

The SearchLinked header is used for linked searches, i.e. a link to parent record is defined in the Search action. For further details, see link/linkId. Example: All MA linked to the current FI in a Tree view:

As you can define placeholders in the header text (see Header Attributes ), the definitions of these headers are info area-independent, i.e. the Search and SearchLinked headers from the DEFAULT header group can be used. For further details, see DEFAULT Header Group.

SearchResults/SearchResultsLinked/SearchResultsSelect

The SearchResults header is displayed between the search mask and the results list. For linked searches, the SearchResultsLinked header is used, if available.

Fallback: SearchResults

This header usually contains the text "Search Results" and allows users to navigate within the result list. This header may also contain buttons. For further details, see Header Buttons. If the user clicks a button in the SearchResults header, the button's action is executed on the record(s) selected in the list. The linked record (or parent record) referenced in the action is the page's (optional) linked record. For a more detailed explanation, see Defining an Action.

The SearchResults header contains a standard New button to create a new record of the same type with the same link (if a linked record exists). This button uses calls the ExpandNew action with the infoAreaId parameter for the record's info area and the link parameter as link for the new record. For further details, see Expand.

When using this standard New button in the SearchResults header, you cannot use that header for both a search started from the application menu and a search started from a context menu for most info areas: Child info areas need a linked record, e.g. a company or person, which is not available from the application menu. In this case you need two different SearchResults headers: one for the action called from the context menu containing the standard New button, and one when the page is called from the application menu containing a New button launching a process or not containing a button.

To implement two different headers, either define two Search&List configurations or define an alternate SearchResults header in the Search action.

Example in UPDATE_DEFAULT: When creating a new activity (MA) from the application menu, the SearchResults header of header group MA is used. The New button in this header launches the NewAppointment process, where the user has to select a parent record for the activity.

When creating a new activity from a context menu (e.g. via A_AllAppointments in M_Company), the SearchResults header of header group MA-KP,FI is used. This header contains the standard New button described above.

If a Search action is called within a process and no special SearchResults header is defined replacing the standard SearchResults header, the SearchResultsSelect header is used.

Example in UPDATE_DEFAULT: The SearchResultsSelect header in header group KP contains two buttons: The WizardNew button fires event 2, the WizardSearchViaCompany button fires event 3.

SearchSubList

The SearchSubList header is displayed below the search results list.

It controls which related data (e.g. linked info areas) is displayed when a record from the search results list is select and how the sub-lists (i.e. records from child info areas) are displayed. For further details, see Related Data area (Header Info Areas). The header text and buttons for each sub-info area are defined per sub-info area in the corresponding SubList headers. For further details, see SubList.

SubList

The SubList header defines the buttons available for sub-lists.

The layout of the sub-list rows is defined in the Infoareas section of the SearchResults or ExpandChildren header of the parent info area (Fieldgroup property). For further details, see Related Data area (Header Info Areas).

New

The New header is displayed when creating new records. Expand action template in New mode.

The default text is "New <Info Area>", e.g. "New Company".

A generic New header containing a Save button is defined in the DEFAULT header group. For further details, see DEFAULT Header Group. The New header has the Show buttons with text and Show buttons in extra line check boxes checked: The buttons are displayed in a separate line with the button text visible.

For some info areas a special New header with a Match-up button is used instead. This calls the match-up function instead of simply saving the new record. Examples in UPDATE_DEFAULT: FI, KP.

To include the linked record in the header text, you need separate New headers for linked info areas. This is not defined in the UPDATE_DEFAULT configuration, because the link is always displayed below the details control (Parent Data). For further details, see ExpandOptions.

Expand

Expand pages display the Expand header at the top of the page.

ExpandChildren

The ExpandChildren header is displayed below the Expand view when Related Data is selected.

It controls which related data (e.g. linked info areas) is displayed and how the sub-lists (i.e. records from child info areas) are displayed. For further details, see Related Data area (Header Info Areas). The header text and buttons for each sub-info area are defined per sub-info area in the corresponding SubList headers. For further details, see SubList.

ExpandOptions

The ExpandOptions header defines the Related Data area below the details mask, allowing the user to view related records in the lower half of the page. You can display Parent Data, i.e. the parent links of the record and their context menu, or Related Data containing available sub-lists. For appointments the Participants area is available as well.

For information on configuring the ExpandOptions header, see Header Links.

For information on configuring the buttons for the Participants area, see Participants Header (MA).

The parent records that are displayed in the Parent Data area is determined by the Expand configuration of the current record (View Parent Relations), see Expand Configuration.

Headers for TreeViews

At the top of a Tree page, the Tree header is displayed similar to the Expand header of Expand pages.

When clicking on an info area node in the tree, a Search view for this info area is displayed using the SearchLinked and SearchResultsLinked headers from the header group specified in the corresponding Search&List configuration. For further details, see SearchResults/SearchResultsLinked/SearchResultsSelect and Info Area Settings. If no SearchResultsLinked header is defined, the SearchResults header is used as a fallback.

When clicking on an existing record in the tree, an Expand view with data of that record is displayed using the Expand header from the header group specified in the corresponding Expand configuration. For further details, see Expand and Record Settings.

When creating a new record from within the tree, the New header from the header group specified in the corresponding Expand configuration is used. For further details, see New and NewCommand.

SimpleList

The SimpleList header is used for the section headers in the Favorites popup, in the Checked Out Documents popup list and as header of Most Recently Used lists on Process Ask pages.

The default text is "{INFOAREAIMAGE} {INFOS}".