Dynamic Field Control

General Overview

  1. Field control helps set field properties to guide users in completing the necessary fields required to continue the process.
  2. Instead of displaying all fields as editable, which can cause confusion, field control ensures that only relevant fields are shown based on the user’s role and relevant business data.
  3. This is particularly important in processes involving multiple teams, where not all information may be known by one team.
  4. By setting properties such as visible, invisible, read-only, and mandatory based on the object status, users are effectively directed to fill out only the fields they are responsible for.

Why XCM for Field Control?

  1. Field Control in PLM Change Records allows administrators to configure the behavior of fields, such as visibility, read-only, and mandatory, based on the change record type and its current status.

  2. However, the standard only supports to Administrators define how fields behave (hidden, unhidden, read-only, mandatory) for each status of a change record type.

  3. If users wish to control field properties based on other standard fields (such as Reason for Change or Priority) or custom field values, the standard solution falls short.

  4. To address this, XCM has enhanced the standard functionality to provide fully dynamic field control. With this enhancement, key users can define field behavior rules flexibly using BRF+ based on multiple criteria, rest will be handled by the XCM to apply these rules to the application UI.

    1. You can:

      1. Define rules using include/exclude conditions
      2. Apply greater than/less than logic
      3. Use both standard and custom fields as controlling factors
  5. With XCM, you can configure field dependencies dynamically. For instance, if a standard field has a specific value, you can set related custom field to be hidden, mandatory, or read-only.

    1. Example: If the standard field CHANGERECORDPRIORITY does not contain any values, and the custom field ZZ1_BUSINESSUNIT_IRT = BU01 , then the field CHGRECENGEDDECTIVEDATE will be made mandatory.
  6. This advanced flexibility ensures that field control adapts to your business processes, offering a more dynamic and user-friendly experience.

7. Additionally, you can configure conditional field properties, where the behavior of one field
is determined by the value of another. Example: If Field A is set to ‘X’, Field B will
automatically become visible and mandatory.
8. Moreover, the XCM solution extends this functionality to dynamically control button
properties, such as visibility, using BRF+.

XCM Field Control provides unmatched flexibility by adapting field and button properties in real-time based on dynamic conditions. This improves user experience ensuring business rules are followed efficiently.

See Also

IMG Customization for IMG Configuration
BRF Customization for BRF Configuration

Keywords

Field Control, Custom fields, standard fields, field Property.

Prerequisites

  • None