Dashboard creation using Classes & Representations

In Sage X3, there are many ways to display records of transactions, customers or suppliers data and other masters data. So, sometimes users want to see the set of records like Sales Order, Sales Invoice, Purchase Invoice and many more when they login to the Sage X3.

Sage X3 allows one feature of displaying such data which can be called landing pages or dashboard.

This can be achieved using SQL query tool and Graphical query tool. But there was a requirement to add filters for the required fields in dashboard and to achieve this task we have created a view (We can create table as well), and used a class to manage the view, and made a representation of that class to show it as part of a menu.

Here are the steps to create Dashboard using view, class and representation:

Step 1 : Create View/Table(Exp : ZPINV)
Development -> Data & Parameters -> Views
Add query in SQL server field in Query tab
Add fields in Fields tab
Add a key code in Sort Keys tab
Save & Validate the view

Step 2 : Create Class
Development -> Data & Parameters -> Classes -> Classes.
Click New.
Enter a class name, similar to the View/Table name.
Select Persistent as the type.
Enter the View(ZPINV) that you created on the 1st step as the table-view.

New Stuff: Partial quantity allocated Work order display in Operation tracking plan screen

Class-General tab

Click on Properties tab and from the action select Column selection.

Classes-Properties tab

By default, everything on the table is marked as Yes, keep it that way and click Ok.

Column selection

This will add all the table fields and properties on the class.
Click Create.
On the Standard Methods tab select all the methods that you like this class to manage (Creation, Deletion, Read, Modification etc).
Note : Method creation, deletion and modification are not compatible with View.

Class-Standard methods tab

Click Save and Validation.

Step 3 : Create Representation
Development -> Data & Parameters -> Classes -> Representations
Click New
Enter a representation code and description
For the class select the class you created on 2nd step
Tick proper behaviors you like to be managed.

Representations – General tab

Create Sections and blocks in the Organization tab and, later on you will see how they will look like when you open the representation.

Representations – Organization tab

Click on the Displayed Properties tab.
For the Alias use the finder and select the properties of your class you like to display.

Select Property

Select the block where you like this property to be displayed on.
Define what Facet you like this property to be displayed on, in this example, I have selected Detail, Edit and Query as Yes.

Display Properties

Click Save and Validate.

Step 4 : Create a Menu Item
Administration -> Authoring -> Pages -> Menu Items
Click New.
Enter a code and title.
Select Representation as the link Type.
Enter the name of the representation (ZPINV) for the Representation field and Entity field.

Menu Item

Step 5 : Added the Landing page on the home screen as below:
Click on New

My landing pages

Enter Page name, title and tick ‘use current endpoint’ check box as below screenshot:

Home Page

We will get the newly added menu item in the Representations as shown below:

New Gadget

Follow the below navigation to get the gadget :

gadget

Find the below output of dashboard:

Output

This is how we can create a dashboard using Classes & Representations in Sage X3.

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