Procedures

Topics of Interest

General Overview:

Procedures in Architecture - Global, Subledgers, and Transactions
Procedure Palette - Global, Subledgers, Transactions, User Functions
Report Procedure
Sample Procedures - A mini-tutorial
System State
Working with Draggable objects (with links to specific objects)


Features

Trigger options
Search Inspector view including, Run-time button and Comparison Value field (as part of Search explanation)
Sort Inspector view
Expert Inspector view
Completing the Procedure
Invalidated Procedure
Functions in other Functions and Procedures
Grids
Transfer Templates and/or Procedures between databases


Preferences:

Date Formats
Start-up Mode
Time Format
Year 2000


Overview
Procedures are executable flow-charts that are used to:

In all cases, the creation of any Procedure starts with an UNTITLED Palette, UNTITLED Workspace, and an UNTITLED Inspector. These windows are displayed* by making selections from the Application Launchpad:

 

Procedures in Architecture - Global, Subledgers, and Transactions
The use of Procedures with Templates (Transaction, Subledger, and Global - Primary or Cloned) is optional. Procedures allow you to carry out many tasks, such as:

Trigger Options
Each Template can have a number of Procedures which are executed (triggered) during Data Entry, based upon the following trigger criteria. Since most triggers are available with Transactions/Subledgers/Global Procedures, we will use the word Record to mean either a Subledger/Global record or a Transaction line and/or document:


Template-based:

Field-based:


Completing The Procedure

Check Syntax
Once all executable Objects are completed and connected,  check the accuracy of your work (the syntax check validates not only the connectivity of the Objects (as with the fields of Templates) but also the accuracy of all instructions):

The Procedure can be saved (select Save menu item) at anytime even when the Procedure is incomplete (i.e. an error messages are generated). This Save anyway option was introduced in order to allow Configurators to develop Procedures in stages, if necessary.


Testing the Procedure
Once a Procedure is completed and syntactically correct, it can be tested before putting it into production.


Save the Procedure
Simply select the Save menu item - may be done before or after testing of the Procedure (upon receiving the Save command, STEP FORWARD transparently performs the syntax check. If errors exist, they will be identified and an Alert Panel will offer the option to Save anyway.

A syntactically correct saved Procedure is automatically placed "into production mode" i.e. ready to be executed in the Data Entry mode. However, just because the syntax is correct does not guarantee that the Procedure performs as intended. Therefore, always test your Procedures.


Invalidated Procedures
Procedures can be invalidated as a result of making critical modifications to the Host Template or to Print Templates.

Having invalidated Procedures does not necessarily mean that they are incapacitated as to their original purpose. Rather, the purpose of this feature is to force the Developer making changes to a Template to review all existing Procedures.

Invalidated Procedures are indicated in the Open Procedure window by a "broken checkmark" next to the Template name and the specific Procedure trigger(s) in addition to having the name/trigger text shown in bold. See the example in the Overview.

When an invalidated Procedure is loaded for editing:

In the event that a Template with invalidated Procedures is being tested or used in live mode, an Alert Panel is displayed with a message that names the Trigger/Procedure(s) and the Template:


Functions in other Functions and Procedures
A completed Function can be imbedded in another Function or Procedure. In order to do so,

This causes the Function object to expand and display all required Parameters and the Return value. Each of the Parameter fields comes equipped with a Run-time button allowing the required values to be hard-coded or loaded at run-time (soft-coded). You may want to review the usage of the Run-time button.


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