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Topic

    Piyush Singh
    Personalize Supplier Bank Account PopupAnswered
    Topic posted May 31, 2019 by Piyush SinghBronze Trophy: 5,000+ Points, tagged Customization, How-To 
    74 Views, 9 Comments
    Title:
    Personalize Supplier Bank Account Popup
    Summary:
    How can you personalize the supplier bank account popup?
    Content:

    You may have requirement to personalize Supplier Bank Account UI, for example, to ensure user provides all the required information when creating bank accounts, or rename an attribute for better user experience. With feature ‘Approve Internal Changes on Supplier Bank Accounts’, you can now meet this requirement as you get the flexibility to personalize the bank account popup.

    Here is a stepwise guide to personalize supplier bank account popup: In this example, we will make Account Type a required attribute.

    1. Ensure that you have the feature ‘Approve Internal Changes on Supplier Bank Accounts’ enabled. You can find the feature following this path: Opt-In > Procurement > Suppliers.

      image2019-5-31_10-34-7.png?version=1&modificationDate=1559279253000&api=v2
       
    2. Login the application with a user who has Procurement Application Administrator role and enter a sandbox. Access page composer to edit the UI component.
       
    3. Navigate to Suppliers Workarea and search for any supplier to access the bank account popup that needs to be personalized.

      image2019-5-31_10-34-32.png?version=1&modificationDate=1559279252000&api=v2
       
    4. Navigate to the bank accounts tab and click on create icon to access create bank account popup.

      image2019-5-31_10-34-50.png?version=1&modificationDate=1559279252000&api=v2
       
    5. Provide all the required information on the popup and click the ‘select’ option in the toolbar to enter the personalization mode.

      image2019-5-31_10-35-10.png?version=1&modificationDate=1559279252000&api=v2
       
    6. Click on the attribute that needs to be personalized, Account Type in this case, and click to edit the component’s property.

      image2019-5-31_10-36-4.png?version=1&modificationDate=1559279252000&api=v2
       
    7. Click to override the Required property of this component. Once override option is taken, click to access expression builder and enter ‘True’ as a value for the expression. Click ok and close the edit component popup.

      image2019-5-31_10-36-19.png?version=1&modificationDate=1559279252000&api=v2

      image2019-5-31_10-36-35.png?version=1&modificationDate=1559279252000&api=v2
       
    8. Verify the personalization changes reflect on the create bank account popup. 

      image2019-5-31_10-37-1.png?version=1&modificationDate=1559279252000&api=v2
       
    9. Publish the sandbox after verifying your changes.

    Points to consider:

    1. The changes on either the create or edit popup will reflect on the other popup too.
       
    2. Similarly, the changes will reflect for suppliers accessing their profile through Supplier Portal too.

    Best Comment

    Piyush Singh

    Hi Arun,

    These LOVs are standard lookups and show values based setup or are predefined list of values (extensible or not depending upon business function).

    To control the values, you need to modify the setup (if allowed). But you must understand that the change will not just impact one flow or UI, it will impact all the flows/UIs that use the LOV you have changed.

    Thanks,

    Piyush

    Comment

     

    • Ramesh Radhakrishnan

      Hi Piysuh,

      Thanks for posting this note. Can you please upload the images again? Image does not show in the above.

      - Ramesh

       

    • Arun

      Hello Piyush,

      Can you please clarify if values in the List (Eg: Country) can be restricted to specific values in the Bank Account UI ?

      Thanks,

      Arun

      • Piyush Singh

        Hi Arun,

        These LOVs are standard lookups and show values based setup or are predefined list of values (extensible or not depending upon business function).

        To control the values, you need to modify the setup (if allowed). But you must understand that the change will not just impact one flow or UI, it will impact all the flows/UIs that use the LOV you have changed.

        Thanks,

        Piyush

        • Arun

          Thank you, Piyush.

          I do understand some LOVs are standard lookups and values can be activated/inactivated to control the list.

          Is it possible to assign a default value (not restrict) to the list?

          Thanks,

          Arun

          • Piyush Singh

            Hi Arun,

            Page composer does not support personalization to set a default value for a LOV. I though, can suggest you to post your requirement as an idea (share your use case too) and we will evaluate it in the near future.

            Thanks,

            Piyush

    • Piyush Singh

      Due to image issue, I am uploading a file for this post.

      Thanks,

      Piyush