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Browser Toolbars

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0% found this document useful (0 votes)
672 views54 pages

Browser Toolbars

Uploaded by

Hmani Emna
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

TEMENOS T24

Browser Toolbars

User Guide

No part of this document may be reproduced or transmitted in any form or by any means,
electronic or mechanical, for any purpose, without the express written permission of TEMENOS Holdings NV.

Copyright 2008 TEMENOS Holdings NV. All rights reserved.


Browser Toolbars

Table of Contents
Overview.................................................................................................................................................. 4
Terminology ......................................................................................................................................... 4
Toolbars ............................................................................................................................................... 5
Tools .................................................................................................................................................... 5
The Applications ...................................................................................................................................... 6
[Link] ............................................................................................................................. 6
[Link] ........................................................................................................................ 9
Custom JavaScript ([Link])............................................................................................................. 10
Enquiries ............................................................................................................................................ 11
Contracts ............................................................................................................................................ 12
Customising the Core Tools and Toolbars ............................................................................................ 13
Updating Core Records ..................................................................................................................... 13
Core Records ................................................................................................................................. 13
Enquiry Selection Screen Toolbars ................................................................................................ 14
Enquiry Selection Screen Tools ..................................................................................................... 14
Enquiry Results Screen Toolbars................................................................................................... 15
Enquiry Results Screen Tools ........................................................................................................ 15
Application Screen Toolbars .......................................................................................................... 17
Application Screen Tools ............................................................................................................... 17
Contract Screen Toolbars .............................................................................................................. 18
Contract Screen Tools.................................................................................................................... 18
Annexed Toolbars .............................................................................................................................. 19
How to Add Tools to the Core Enquiry Selection Screen .............................................................. 19
How to Add Tools to the Core Enquiry Results Screen ................................................................. 22
How to Add Tools to the Core Contract Screen ............................................................................. 24
Using the API ..................................................................................................................................... 26
Customising Enquiries ........................................................................................................................... 27
How to Remove the Toolbar from Enquiries ...................................................................................... 27
How to Add a Tool to a Specific Enquiry Toolbar .............................................................................. 30
How to Add a Tool to a All Enquiry Screen Toolbars ........................................................................ 34
Customising Contracts .......................................................................................................................... 35
How to Add a Tool to a All Contract Screen Toolbars ....................................................................... 35
How to Add a Tool Relating to a Field on a Contract Screen ............................................................ 36
How to Add a Hyperlink Tool on a Contract Screen .......................................................................... 40
File Hyperlinks ................................................................................................................................ 40

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Browser Toolbars

URL Hyperlinks .............................................................................................................................. 41


Tool Hyperlinks............................................................................................................................... 43
Customising Composite Screens .......................................................................................................... 45
How to Add a Tool in a Composite Screen Frame ............................................................................ 45
How to Add a Toolbar in a Composite Screen Frame ....................................................................... 48
Appendix A – API Specification ............................................................................................................. 51
Toolbars ............................................................................................................................................. 51
[Link] ........................................................................................................................ 51
Tools .................................................................................................................................................. 52
[Link] ............................................................................................................................... 52
[Link] ....................................................................................................................... 53
Appendix B – Troubleshooting .............................................................................................................. 54
General Problems .............................................................................................................................. 54
Specific Problems .............................................................................................................................. 54

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Browser Toolbars

Overview
The purpose of this user guide is to provide an overview of how the T24 Browser screens can be
customised by creating and adding buttons that perform T24 or custom client functionality.
This user guide has been written in the form of a “How To” guide which will guide you through
customising different types of screens.

Terminology
A Toolbar is a group of buttons or hyperlinks that can perform specified functionality. A toolbar will
normally hold a related set of buttons and be displayed at the top of a contract or enquiry screen in
Browser.

A Tool is a button or hyperlink which can perform specified functionality. A tool will normally be added
to a toolbar, but can be displayed as an individual button on contract and enquiry screens.

T24 Browser comes with a pre-defined set of toolbars and tools which are used by the contract and
enquiry screens. There should be no need to change these and it is advised that they are not
changed as this will affect the behaviour of the core Browser functionality.

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Toolbars
Toolbars can be added :-
• On to contract screens
• On to enquiry screens
• In to a Composite Screen frame

An example of a toolbar as seen on a contract screen is :-

Contract Screen Toolbar

Toolbars are defined using the [Link] application.

Tools
Tools can be added :-
• On to a toolbar on contract and enquiry screens
• On to a contract screen as part of the version record
• On to a contract screen next to (and relating to) a specific field on a version record

An example of a tool (the commit button) as seen on a contract screen is :-

Contract Screen Tool - Commit

Tools are defined using the [Link] application.

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Browser Toolbars

The Applications
Toolbars and tools in Browser are defined using two applications : namely [Link] and
[Link]. These applications are explained in the following sections.

[Link]
This application defines the buttons to be used in any toolbars. Each button is described by a number
of fields in the application.
A brief summary of the fields is as follows :-
• TOOLTIP : A language field that defines the tooltip to be displayed on hovering over the
button
• TYPE : The type of button :-
− ACTION : This commits the current contract and passes the value of the TARGET field
back into T24 in the [Link] common variable OFS$[Link].
This can then be used by client code.
− BACK : This button closes a contract and displays the application screen. This is used
on a contract screen.
− COMBO : This displays a tool in the form of a HTML combo box. The list of items is
taken from the TEXT multi-valued set. An example of this is used for the printing and
export options on the enquiry results screen.
− COMMIT : This commits the current contract using the function defined in the
FUNCTION field. This is used for the Commit, Authorise, Delete, etc buttons on a
contract screen.
− [Link] : This runs an API call. The Browser API is no longer supported, but may be
used by earlier clients.
− [Link] : This runs the deal specified in TARGET in the current window. This can be
used to open a contract by using the command line syntax in the ITEM field.
− [Link] : This tool relates to field on a contract screen, which when pressed
will run the JavaScript function defined in the ITEM field passing the name of the field
to which the tool belongs and its current value. An example of this would be to have
an “email” button next to an Address field that would bring up Microsoft Outlook with
the To address pre-populated with the value from the Address field.
− HYPERTEXT : The button will appear as a HTML hyperlink and act as the [Link]
button type.
− JAVASCRIPT : This button executes a JavaScript command. When pressed the
JavaScript function defined in the ITEM field will run. The JavaScript function can
either be a core T24 JavaScript function (e.g. “docommand” to process command line
requests) or a client custom written function as defined in the “[Link]” file. Static
parameters may be passed to the JavaScript function if required.
− LABEL : This setting is currently unused.
− PAGERANGE : This displays a page range control as used on the enquiry results
screen to allow a user to page through a set of enquiry results pages.
− REQUEST : This button calls a T24 [Link] as defined in the ITEM field
with the argument defined in the ATTRIBUTES field.

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• TEXT : A language field, which contains the text to de displayed on the button. Can be used in
conjunction with the IMAGE field. Either the IMAGE or the TEXT field must be set (or both).
• ATTRIBUTES : Used to pass arguments in to [Link] requests. Used in
conjunction with a TYPE of REQUEST.
• IMAGE : The filename of an image to be used in displaying the button (e.g. “txncommit”). The
defined image must be placed in the tool image directory of the web client skin being used (i.e.
“BrowserWeb\plaf\images\default\tools”) and follow the sizing and colouring rules for the used
skin. The image must be in GIF format and the field not contain the “.gif” suffix. Can be used
in conjunction with the TEXT field. Either the IMAGE or the TEXT field must be set (or both).
• ITEM : This is the additional data to be sent to T24 with a commit. The contents of TARGET will
be set in the OFS$[Link] common available from the I_GTS.COMMON insert.
• ENABLED : This defines whether or not the button is enabled. For disabled tools a
“<imageName>_dis.gif” file should exist, which would normally be a greyed-out version of the
enabled image file.
• [Link] : This is the shortcut key for the tool allowing fast keyboard access to the tool.
• FUNCTION : This is the function that will be used if the tool applies a commit to this contract.
This field contains the standard list of T24 functions (e.g. I, D, A, etc.) as well as being able to
specify an action :
− EDIT : Open a contract in Input mode.
− HLD : Place a contract on Hold.
− LOCK : View contract in see mode, but take a lock so that an Authorise, Delete,
Reverse, etc can be done.
− VAL : Validate a contract.
− VIEW : View a contract in See mode.
• [Link] : This field specifies if a confirmation prompt is to be used when the
button is pressed. A confirmation prompt will display Yes / No options with the prompt
question defined in the [Link] field
• [Link] : This is a language field that defines the prompt question to be used if a
prompt is assigned to a button. Used in conjunction with the [Link] field.
• [Link] : This field specifies what the button is displayed as. It can be an Image, Text
or a combination of both (Text Image).
• TARGET : This field holds the data that will be used in different ways for different button types :
− ACTION : The contents of this field will be passed back to T24 with a commit.
− [Link] : The contents of this field will be used as the basis for a command line
operation.
− [Link] : The contents of this field will be used as the parameter to be passed to the
API.
• [Link] : This specifies a tool is to be used for the default operation of a page (i.e.
this tool will be run when Return is pressed). If more then one tool is set as default then the
first one in the toolbar is used.
• NAME : The name of the tool.

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An example toolbar definition is shown below :-

The Commit Tool Definition

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[Link]
This application defines a Browser toolbar. Each toolbar is made up of a multi-value set of tools.
A brief summary of the fields is as follows :-
• [Link] : A list of tools that make up a toolbar. This field must the key to a valid record on
[Link].
• [Link] : A language field that defines text to be displayed with a toolbar.

An example toolbar definition is shown below :-

The Contract Toolbar Definition

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Custom JavaScript ([Link])


[Link] enables the user to write their own JavaScript functions. These functions can then be linked
to buttons via the application [Link], which in turn can be added to a
[Link] record.
[Link] is automatically included as part of all T24 Browser screens and can, therefore, be used by
tools on enquiry and contract screens.
It is essential that the JavaScript contained in [Link] (found in the scripts directory) should be valid
JavaScript (i.e. syntactically correct), otherwise Browser screens may behave incorrectly and core
functionality may not work. Therefore, [Link] should only be edited by an experienced developer.
Please be aware that any changes to this file must be re-instated following any T24 Browser upgrade
as the changes will be replaced with the delivered core version of the file.
Please also note that when [Link] had been updated the web server (e.g. Tomcat, WebSphere)
will need to be restarted for the changes to take effect. Furthermore, JavaScript files are cached,
therefore please check on the setting of the CachingFilter parameter MaxAgeInSeconds. For more
details please refer to the “Browser Installation & Configuration” user guide section entitled
“Configuring Web Caching”.

As delivered, [Link] contains two main functions :-


• runEnquiryRequest
− Used to retrieve enquiry information
• runContractRequest
− Used to retrieve contract information

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Browser Toolbars

Enquiries
runEnquiryRequest enables the user to assign the name of an XSL document to be used to transform
the resultant enquiry request.

The function runEnquiryRequest()

The above function can be implemented through a [Link] record, which will be added to
the existing [Link] for the existing enquiry selection screen. This will be done via the
concept of annexed toolbars.
Please refer to the section “Annexed Toolbars” for more information.

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Contracts
runContractRequest enables the user to assign the name of an XSL document to be used to transform
the resultant contract information received from the server.

runContractRequest

The user enters the name of the style sheet to be used in the transform, via this function. This will
result in the contract response being transformed by the XSL document specified.

The above function can be implemented through a [Link] record, which will be added to
the existing [Link] for the existing contract screen. This will be done via the concept
of annexed toolbars.
Please refer to the section “Annexed Toolbars” for more information.

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Customising the Core Tools and Toolbars


WARNING !
Please note that it is strictly inadvisable to change the core [Link] and
[Link] records delivered in the T24 release. Any changes made
are likely to cause the core T24 functionality to behave incorrectly. If an enquiry
or application requires different behaviour to the standard workflow, then it is
advisable to create new tools and toolbars to provide that behaviour rather than
changing the core functionality.

However, in some circumstances, it may be necessary (or desirable) to customise the functionality of
all applications and enquiries in the system. Changes to core tools and toolbars can be achieved
using three mechanisms :-
• Updating Core Records
• Using Annexed Toolbars
• Using the API

Updating Core Records


A T24 delivery contains a number of core tool and toolbar records that can be customised. However,
please note that this is unadvisable and may cause incorrect behaviour.

Core Records
The definition of core tool and toolbar records can be altered by changing the relevant
[Link] and [Link] records.
Please be aware that the changing these records during an implementation may require a restart of
the TCServer as the records are cached in memory for performance purposes.

The following sections describe the core toolbar and tool records used on Enquiry Selection, Enquiry
Results, Application, and Contract screens.

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Enquiry Selection Screen Toolbars

Toolbar Name Description

[Link] The toolbar displayed on enquiry selection screens


containing the Find button to run an enquiry.

[Link] This Toolbar is only used for Browser releases v2.1 and
lower. This is now redundant.
This used to hold the tool records to print and export an
enquiry in a defined format.

[Link] This Toolbar is only used for Browser releases v2.1 and
lower. This is now redundant.
This used to hold the tool records to print an enquiry.

Enquiry Selection Screen Tools

Toolbar Name Tool Name Description

[Link] [Link] The Find tool that runs the


enquiry.

[Link] [Link] The Run Option tool used to


indicate whether to Display,
Print or Export the enquiry.

[Link] [Link] The Run Option tool used to


indicate whether to Display or
Print the enquiry.

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Enquiry Results Screen Toolbars

Toolbar Name Description

[Link] The toolbar displayed on enquiry results screens containing


the Refresh, Show Selection Screen, and Toggle Timer
buttons.

ENQUIRY This Toolbar is only used for Browser releases v2.1 and
lower. This is now redundant.
This used to hold the tool records to go to the
next/previous/last page, toggle the timer, etc.

[Link] The toolbar displayed on enquiry results screens containing


the Print and Export enquiry buttons.

[Link] The toolbar displayed on enquiry results screens containing


the paging controls : first/previous/next/last page and page
range numbers.

Enquiry Results Screen Tools

Toolbar Name Tool Name Description

[Link] ENQ. REFRESH The Refresh tool to run the


enquiry again.

[Link] The Selection tool to display the


enquiry selection screen.

[Link] The Toggle Timer tool to


stop/start the timer that auto-
refreshes an enquiry.

ENQUIRY [Link] The Last Page tool to show the


last page of the enquiry results.

[Link] The Previous Page tool to show


the previous page of the enquiry
results.

[Link] The Next Page tool to show the


next page of the enquiry results.

[Link] The Print tool to print the


enquiry results screen.

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ENQ. REFRESH The Refresh tool to run the


enquiry again.

[Link] The Selection tool to display the


enquiry selection screen.

[Link] The Toggle Timer tool to


stop/start the timer that auto-
refreshes an enquiry.

[Link] [Link] The Local Print tool to print the


enquiry results to a local printer.

[Link] The Server Print tool to print the


enquiry results to a server
printer.

[Link] The Save as CSV tool that


exports the enquiry results in
CSV format.

[Link] The Save as HTML tool that


exports the enquiry results in
HTML format.

[Link] The Save as XML tool that


exports the enquiry results in
XML format.

[Link] [Link] The First Page tool to show the


first page of the enquiry results.

[Link] The Previous Page tool to show


the previous page of the enquiry
results.

[Link] The Range tool displaying the


number of results displayed.

[Link] The Next Page tool to show the


next page of the enquiry results.

[Link] The Last Page tool to show the


last page of the enquiry results.

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Application Screen Toolbars

Toolbar Name Description

APPLICATION The toolbar displayed on application screens containing the


Edit, View and Action buttons.

Application Screen Tools

Toolbar Name Tool Name Description

APPLICATION [Link] The Edit tool to display a


contract in Input mode.

[Link] The View tool to display a


contract in See mode.

[Link] The Action tool to display a


contract in See mode awaiting
an action such as Delete,
Authorise, etc. This action will
take a lock on the record.

[Link] The Help tool to display the


HelpText for the application.

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Contract Screen Toolbars

Toolbar Name Description

CONTRACT The toolbar displayed on contract screens containing the


Commit, Validate, Delete, etc buttons.

Contract Screen Tools

Toolbar Name Tool Name Description

CONTRACT [Link] The Commit tool to commit the


contract.

[Link] The Validate tool to validate the


contract and display any errors.

[Link] The Hold tool to put a contract


on hold.

[Link] The Delete tool to delete the


contract.

[Link] The Authorise tool to authorise


the contract.

[Link] The Reverse tool to reverse the


contract.

[Link] The Verify tool to verify the


contract.

[Link] The Deal Slip Print tool to


print/display a deal slip for the
contract.

[Link] The Back tool to go back to the


application screen.

[Link] The Help tool to display the


HelpText for the application.

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Annexed Toolbars
Annexed toolbars are a way of adding tools to an existing core toolbar (enquiry or contract) without
actually modifying the core toolbar record.
Annexed toolbars have a name of “U.<core_toolbar_name>” – i.e. a User defined toolbar addition.
For example, the core [Link] record for the enquiry selection screen is called
[Link]. In order to add a new tool to this toolbar the user would create a new
[Link] record called [Link] – the
[Link] annex. The Browser Tools defined in this toolbar record will then be
added to the annexed toolbar. This will prevent the core record from being overwritten whenever a
new release of the [Link] record is made.
New JavaScript functions can be developed for new Tools by placing them in the [Link] file.
Please refer to the section “Custom JavaScript ([Link])” for more details.

Please refer to the section “Core Records” for the names of all of the core toolbar and tool records
supplied with T24.

How to Add Tools to the Core Enquiry Selection Screen


In order to add tools to the core enquiry selection screen, an annexed toolbar to the
[Link] core toolbar needs to be created.
To do this :-
1. Define new [Link] records for the new buttons that are required on the enquiry
selection screen.
2. Define a new annexed [Link] record called
[Link].
3. Add the new [Link] records to the new annexed toolbar record.
4. Run the enquiry to display the annexed toolbar.

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As shown below :-

Defining a new Tool for the Annexed Toolbar

Defining the Annexed Enquiry Selection Toolbar

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Display with an Annexed Toolbar

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How to Add Tools to the Core Enquiry Results Screen


In order to add tools to the core enquiry results screen, an annexed toolbar to the [Link]
core toolbar needs to be created.
To do this :-
1. Define new [Link] records for the new buttons that are required on the enquiry
results screen.
2. Define a new annexed [Link] record called [Link].
3. Add the new [Link] records to the new annexed toolbar record.
4. Run the enquiry to display the annexed toolbar.

As shown below :-

Defining the Annexed Enquiry Results Toolbar

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Display with an Annexed Toolbar

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How to Add Tools to the Core Contract Screen


In order to add tools to the core contract screen, an annexed toolbar to the CONTRACT core toolbar
needs to be created.
To do this :-
5. Define new [Link] records for the new buttons that are required on the contract
screen.
6. Define a new annexed [Link] record called [Link].
7. Add the new [Link] records to the new annexed toolbar record.
8. Run an application to display the annexed toolbar.

As shown below :-

Defining the Annexed Contract Toolbar

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Display with an Annexed Toolbar

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Using the API


T24 is delivered with a number of API subroutines that can be used to add or change Browser screens.
The routines can be called from client application BASIC code, or from routines added to existing T24
applications via VERSION API hooks.
The routines can be used to :-
• Add a tool to a toolbar
• Change the definition of a tool overriding the table definition
• Add a toolbar

For more details on these API routines please refer to the ”Appendix A – API Specification” section of
this guide.

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Customising Enquiries
This section details how to customise toolbars and tools on enquiry screens.

How to Remove the Toolbar from Enquiries


In some circumstances, it may be desirable to display an enquiry result without a toolbar. This is
particularly useful in composite screens where screen space is at a premium or an ALLDATA enquiry
where the user does not need to page through the results. To do this, an Attribute of [Link]
can be set on an ENQUIRY basis as shown below :-

Setting the [Link] Attribute

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Without this set the enquiry would be displayed as follows :-

Display with a Toolbar

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With this set the enquiry would be displayed as follows :-

Display without a Toolbar

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How to Add a Tool to a Specific Enquiry Toolbar


In some circumstances, it may be desirable to add a new button to an enquiry results toolbar which is
specific to that enquiry alone. This can be particularly useful when wanting to create a new record
when one cannot be seen in an enquiry result. For example, it is possible to add a button “New
Customer” to create a new Customer from the %CUSTOMER enquiry as shown below :-

Tool on a Specific Enquiry Screen

To do this :-
1. Define a new [Link] record for the new button (e.g. called
[Link]). The TYPE of the toolbar depends on the action that the button is to
perform. This is likely to be [Link] if a command line syntax is required (e.g. “CUSTOMER
I F3”) or JAVASCRIPT if a custom defined JavaScript function is being (e.g. to make a call to
an external system).
2. Add the new [Link] to the ENQUIRY record in the [Link] field.
3. Run the enquiry to display the button.

As shown below :-

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Defining a New Enquiry Tool

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Adding the Tool to the Enquiry

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Figure 1 – View the New Tool

Please note that the button will not be displayed if the [Link] option has been specified on the
enquiry.

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How to Add a Tool to a All Enquiry Screen Toolbars


A tool can be added to all enquiry screen toolbars using a mechanism called “Annexed Toolbars”.
Please refer to the section “Annexed Toolbars” for more details.

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Customising Contracts
This section details how to customise toolbars and tools on contract screens.

How to Add a Tool to a All Contract Screen Toolbars


A tool can be added to all contract screen toolbars using a mechanism called “Annexed Toolbars”.
Please refer to the section “Annexed Toolbars” for more details.

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How to Add a Tool Relating to a Field on a Contract Screen


T24 Browser provides the facility to attach custom buttons to fields on a Version. Custom Buttons
perform the related custom JavaScript function applied to the [Link] file (under the scripts
directory).
T24 Browser will provide the field name and the field value as two parameters and call the function as
defined in [Link].
The button should be defined in [Link] with a TYPE of [Link].

For example if “openOutlook” is placed into the ITEM field on [Link], the system looks
for the function “openOutlook” in [Link] and passes in the field name as the first parameter and the
field value as the second (where the button has been defined in a VERSION). Since the parameters
are pre-defined, brackets must not be used in the ITEM field.
It is therefore possible to pass in an email address under the field value and open up an email
application such as Outlook.

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The following screenshots illustrate an example setup of a custom button: -

Defining a Field Tool Button

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For the created Browser tool to function some JavaScript code must be added to the [Link] script
file: -

Example display of [Link] path.

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The highlighted text in the following example illustrates some JavaScript which can be changed to
dictate to the system what action to take for the custom button. Note that the function name
‘chequeIssue’ needs to match the value in the ITEM field on the [Link] record: -

[Link]

The custom button is added to a version by applying the [Link] record id to the
required HYPERLINK field on the VERSION record.

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How to Add a Hyperlink Tool on a Contract Screen


T24 Browser provides the facility to attach custom links and buttons to a Version. This is achieved by
using the HYPERLINK field on the VERSION application.
A hyperlink can be displayed as a HTML text hyperlink, a hyperlink accessed via the field name
prompt, or as button as defined by a [Link] record.

File Hyperlinks

By entering a hyperlink definition in the HYPERLINK field against a defined field, the field prompt text
will cause the target to be opened in a new window. This is useful for opening documents relating to
specific fields (e.g. customised HelpText, etc.).
If a hyperlink to a file is required then the path must be input into the HYPERLINK field with forward
slashes “/” as below: -
• Internet files must be input as: [Link] or [Link] or www. followed by the address.
• Files must be input as [Link] followed by the path.

VERSION record CUSTOMER,CLIENT

In the above example, clicking on the fieldname prompt text in CUSTOMER,CLIENT displays the
document defined in the hyperlink in a separate window.

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URL Hyperlinks

By entering a valid URL definition in the HYPERLINK field against a comment field a button will be
displayed that opens the target in a new window. This is useful for allowing access to internal or
external web sites from within the T24 Browser.

Defining a URL Hyperlink Button

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A URL Hyperlink Button Displayed

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Tool Hyperlinks

By entering the Id of a [Link] record in the HYPERLINK field of a comment field, a


button will be displayed that will cause the target to be opened in a new window.

Defining a Tool Hyperlink Button

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Browser Toolbars

A Tool Hyperlink Button Displayed

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Browser Toolbars

Customising Composite Screens


Composite Screens (as defined by [Link]) can be customised to contain a
number of components such as enquiries, transactions (deals), menus, etc. A frame (area of the
screen) can also be defined to contain an individual tool or a set of tools in the form of a toolbar. The
tool may run some functionality in to one of the other Composite Screen frames, or open a new
window to run the functionality.
This functionality is particularly useful when a controlling frame or area of the screen is required in
preference to a menu.

How to Add a Tool in a Composite Screen Frame


An individual tool (button) can be displayed in a Composite Screen frame to run a specified piece of
functionality.
For example, it is possible to display a “New Customer” button to create a new Customer in another
frame as shown below. In this example the top frame of the Composite Screen contains the tool and
the lower frame is used to add the new customer record.

The Composite Screen with a Tool

To do this :-
1. Define a new [Link] record for the new button (e.g. called
[Link]). The TYPE of the toolbar depends on the action that the button is
to perform. This is likely to be [Link] or JAVASCRIPT if a command line syntax is
required (e.g. “CUSTOMER I F3”) or JAVASCRIPT if a custom defined JavaScript function is
being (e.g. to make a call to an external system).
2. Add the new [Link] to an [Link] record which has a
frame TYPE of TOOL and the tool name in the [Link] field.
3. Run the Composite Screen to display the button.

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Browser Toolbars

As shown below :-

The Tool Definition

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Browser Toolbars

The Composite Screen Frame Definition

The Composite Screen after using the Tool

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Browser Toolbars

How to Add a Toolbar in a Composite Screen Frame


A toolbar (group of buttons) can be displayed in a Composite Screen frame to run specified pieces of
functionality.
For example, it is possible to define a Composite Screen that has 2 frames :-
1. A toolbar containing 3 tools :-
• A button (text display) to create a New Customer
• A button (text display) to create a New Account
• A button (image display) to display the Google web page in a new window
2. A frame where the creation of new customers and accounts (transactions) are performed

The Composite Screen with a Toolbar

To do this :-
1. Define new [Link] records for the new buttons required in the toolbar (e.g. called
[Link], [Link] and [Link] ). The TYPE of the
toolbar depends on the action that the button is to perform. This is likely to be [Link] if a
command line syntax is required (e.g. “CUSTOMER I F3”) or JAVASCRIPT if a custom defined
JavaScript function is being (e.g. to make a call to an external system).
2. Define a new [Link] record that contains the new tool records by multi-
valuing the [Link] field.
3. Add the new [Link] to an [Link] record which has a
frame TYPE of TOOLBAR and the toolbar name in the CONTENT field.
4. Run the Composite Screen to display the button.

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Browser Toolbars

As shown below :-

A Tool Definition

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Browser Toolbars

The Toolbar Definition

The Composite Screen Frame Definition

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Browser Toolbars

Appendix A – API Specification


This section details the Browser Toolbar and Tool API routines that can be used to add or change
Browser screens.

Toolbars
[Link]
Description Adds the specified Toolbar in the specified location.

Arguments [Link]
[Link]

Incoming
[Link] A valid [Link] record.
[Link]

Returned

Example Add a toolbar (“[Link]”) to the enquiry selection


location (“[Link]”) on an enquiry results screen
[Link]("[Link]","[Link]")

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Browser Toolbars

Tools
[Link]
Description Adds the specified Tool to the specified Toolbar.

Arguments [Link]
[Link]

Incoming
[Link] The name of the Toolbar to add the Tool to.
Must be a valid [Link] record.
[Link] The name of the Tool to add.
Must be a valid [Link] record.

Returned

Example Add a tool [Link] to the CONTRACT toolbar on a contract


screen.
[Link]("CONTRACT", "[Link]")

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Browser Toolbars

[Link]
Description Changes the specified Tool on the specified Toolbar.

Arguments [Link]
[Link]
TOOLBAR, TOOL, ATTRIBUTE, [Link]
Incoming
[Link] The name of the Toolbar to change.
Must be a valid [Link] record.
[Link] The name of the Tool to change.
Must be a valid [Link] record.
ATTRIBUTE The field of the tool to change as defined in “I_F.[Link]”
insert file.
[Link] The value to set the attribute to.

Returned

Example Set the ENABLED field on the [Link] tool to YES on the
CONTRACT toolbar.
[Link]("CONTRACT", "[Link]", [Link],
"YES")

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Browser Toolbars

Appendix B – Troubleshooting
General Problems
One of the main problems encountered in the customisation of enquiries and contracts is that updates
are not being shown on Browser screens. This is normally due to the [Link] and
[Link] records being cached by T24 for performance reasons.
Therefore, during T24 implementations, the TCServer program should be restarted after changes to
these applications to ensure that the new definitions are re-read.

Specific Problems
Please refer to the table below if restarting the TCServer has not rectified the problem.

Problem Description Solution

Tool or Toolbar not displayed. 1. Tool/Toolbar is cached, restart the


TCServer.
2. The incorrect core Tool/Toolbar record
has been changed. Please check the
name carefully and change if incorrect.
3. Check that the Tool/Toolbar record is
authorised.
4. Is using an Annexed Toolbar ensure that
the correct name for the core toolbar
record has been used.

Tool JavaScript function is not called, not found, 1. Changes to [Link] will only take effect
or causes an error. after restarting the web server.
2. Check the setting of the CachingFilter
parameter MaxAgeInSeconds which
determines how often a cached file is
refreshed. This could be reduced to 1
second for an instant refresh.
3. Check that the JavaScript code for the
Tool is syntactically correct.
1. Check that the Tool record has been
Tool does not behave as expected.
defined correctly, especially the TYPE
field.
2. Check that any JavaScript function
defined for the Tool is correct and either
contained in a core JavaScript file or
[Link].

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Common questions

Powered by AI

Altering the ENABLED field determines whether a button is interactive or not on a T24 contract screen. If a button is disabled, a corresponding '<imageName>_dis.gif' file is required for the greyed-out visual state. This is useful to control user interaction with certain functions based on user roles, transaction statuses, or system states, ensuring that only applicable actions are available to the user at any time .

To add a hyperlink tool to a T24 contract screen, you enter the appropriate URL definition in the HYPERLINK field on the VERSION application. This button appears as an HTML text hyperlink or accessed via a field name prompt, depending on the configuration . It's useful for opening documents related to specific fields or accessing external/internal web pages directly from the contract screen, enhancing user accessibility and interface functionality .

Removing toolbars from enquiry results can be advisable in situations where screen space is limited, such as in composite screens or when an enquiry does not require interactions like paging through results. This can enhance clarity and efficiency in data presentation. The NO.TOOLBAR attribute can be set on an enquiry basis to remove toolbars, allowing the results to be displayed without additional interface elements .

Annexed toolbars allow additional functionality to be added to core toolbars by creating new records that associate with the existing core records. For example, to add tools to the ENQUIRY.SELECTION.MAIN toolbar, a new BROWSER.TOOLBAR record named U.ENQUIRY.SELECTION.MAIN can be created. New BROWSER.TOOL records are then defined and added to this annexed toolbar record, which does not modify the core ENQUIRY.SELECTION.MAIN record itself .

Using custom JavaScript functions in the T24 custom.js file allows for flexible, tailored user interactions on contract screens. This can increase the system's adaptability to specific business needs, such as triggering complex backend processes or interfacing with external systems . However, challenges include ensuring script compatibility with future T24 updates, potential security vulnerabilities from improperly sanitized inputs, and the added complexity in testing and maintaining custom code, which can affect system stability . Consistent documentation and adherence to coding standards can mitigate these risks, but demands a skilled development team for implementation.

The DO.DEAL button type is primarily used to run deals specified in the TARGET field within the current window, allowing users to execute command line syntax like opening a contract. It functions similarly to operational shortcuts within the system . On the other hand, the JAVASCRIPT button type executes custom or core JavaScript functions specified in the ITEM field, which allows for a wide variety of operations like processing command line requests or running embedded scripts for customized actions . These buttons serve different operational needs—DO.DEAL for direct system interactions and JAVASCRIPT for more flexible, script-based functions.

The FIELD.BUTTON on T24 contract screens functions by triggering a JavaScript function when pressed. This button is associated with a field on the screen, and when activated, it runs the JavaScript function defined in the ITEM field. The function receives the name of the field and its current value as parameters, allowing for actions like sending an email with a pre-populated address from the field . This integration enables dynamic responses and data interactions directly from the contract screen.

The PROV.CONF.PROMPT field configures buttons to prompt confirmation from the user before executing an action. This helps prevent accidental actions by displaying Yes/No options with a customizable prompt question defined in the PROMPT.TEXT field . This functionality is beneficial in high-stakes operations where erroneous commits or deletions could lead to significant data loss, providing an additional layer of user validation .

The FIELD.BUTTON mechanism enhances interaction by linking buttons to field data and running specified JavaScript functions on activation, thus enabling dynamic functionality based on field values. An example is an 'email' button next to an Address field, which when pressed, launches an email client like Microsoft Outlook with the 'To' field pre-populated with the address value from the contract screen . This adds a layer of interactive efficiency, streamlining user tasks directly from data fields on the screen.

Modifying core BROWSER.TOOLBAR and BROWSER.TOOLS records can lead to incorrect behavior of the T24 system because these core records are crucial for maintaining standard functionality . Such changes are not advised as they can cause the system to behave unpredictably, and any changes might require a restart of the TCServer due to cache refreshing needs, which could lead to downtime . To avoid these issues, creating annexed toolbars or custom tools is recommended as it allows customization without altering core records, thus preserving stability and compatibility with future updates .

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