We are newcomers to IFS. We are in the beginning stages of implementation with a partner. A large number of the IFS screens make you define your default language and country (Customer for example). Is there a way to have those fields default to English and United States, so users don’t have to fill that in all the time?
Dear Donna,
Every person can set his/her account settings on a default language.
When they are logged in in IFS, they can click on their name in the right top of their screen and there they must click on account settings.
This will bring them to a settings page, where they can set their language.
For the people in our business the settings were set for everybody on English as a default language.
Hope this is what you are searching for.
Dear Dona,
We had the same issue , but with another field. We work with IFS APS10 and we had to made some change in the code.
For the Customer is it here.
Best Regards,
André
Hi
if I understood correct, you’re referring to pages like Customer and Supplier where the respective language and country of the Customer and Supplier require manual input?
This requirement is by standard as the language and country are always specific to each Customer and Supplier. Even if templates are utilized together with the Quick Registration assistants, still it’s required to input language and country.
You might create Custom Events + Actions to populate the language and country with what you want, but you would probably need ones for each page where you want this data to be automatically populated.
If creating such configurations is not the way yet, but you still want to avoid manual work when creating, for instance, Customer and Supplier records, you could resort to the “Copy..” function which is present in loads of pages in IFS Cloud. It creates a new record to the system and copies every bit of information from the source record except a new ID must be given.
You could for instance create a model customer/supplier, which has generic info common to most of your customers/suppliers, and fill in the rest.
Br,
Mikko
Hi
In IFS Cloud, you can modify values before saving using a workflow Script Task, so I hope you can use that for setting the default values.
I checked upon your requirement in Customer page, and seems Default language and Country are mandatory fields. In order to set the default values using a workflow, these needs to be set to not-mandatory.
Even after these fields are set to not mandatory using page designer, seems the changes are not applied in the client. Therefore I assume there’s a glitch in the functionality here.
Following is a simple workflow which will change the Language to en and Country to US upon saving the customer.
Workflow information
Note that still you need to set the values for language and country while creating a new customer, and it will be changed to en and US
Ex: Set any value in the language and country
It will be changed to en and US upon saving
This might not be the answer you looked for but might helpful in some other area where you need to set default values for fields.
Cheers!
Damith
Thank you!
Or you use this method where you set the values when you press +, not when you save.
Then you will not get confused if you enter some other values you really want.
Or you use this method where you set the values when you press +, not when you save.
Then you will not get confused if you enter some other values you really want.
You are Totally correct
Hi
Here’s a modified version of earlier workflow which will set language and country to the default values when you press the new (+) button.
Workflow designer
- set default values
- Enrichment task
workflow trigger
bmpn is attached herewith if you want to try out!
Hope it helps!
Damith
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