Customizing table views

In N4, you can customize table views by modifying the options available on file-based menus, such as the Actions, Display, and context (shortcut) menus. You can add new menu items or override existing ones.

When you add menu items using the Customize Table option, you create globally scoped variform overrides (see also Database Backed Variforms view (on page 1)). N4 automatically creates a privilege for any new menu item. The privilege follows the naming convention custom.action.xxx. For another user to access a menu item you create, you must assign that privilege to the user's role.

You cannot customize a table if a variform override already exists. For details, see Database Backed Variforms view.

The Customize Table view lists the menu actions associated with the current table view. The title bar also displays the effective scope and the scope if customized, which is the user's login scope..

The Customize Table view does not show any Java method items for ULC-based table views.

To customize menus in table views:

  1. In a table view, select Display Customize Table.

The Customize Table form opens. The title bar indicates whether the table has already been customized within a user's login tree.

  1. In the Customize Table form, click to add a new menu item or double-click an existing menu.

  2. In the Menu Item form (on page 1), provide the required information and click Save.

  3. Close the Customize Table form.

  4. In the Variforms view (on page 1), select Actions Reload All Variforms to make your changes take effect.

  5. Close and then re-open the respective table view.

  6. Verify that the new menu item is available.

Any users in the same node have to close and re-open the table view, if applicable, provided they have the privilege to view the new menu item. If you want users on other nodes to be able to see the new menu item, you need to propagate the changes to the other nodes.