How to Personalize the Layout of Screen in Sage X3 V12

By | January 25, 2021

In Sage X3, screens play a very important role, and their layouts too. Sometimes, the customer wants a slightly different layout than the standard screens of Sage X3.

One exciting feature of Sage X3 is that it allows the user to change or modify with few possible options for customized screen layout for better user experience. In this blog, we will show you how we can change screen layouts in Sage X3 V12.

Consider a test screen consisting of a few fields as shown below figure.

As we can see in the above figure, the fields are not aligned properly. For moving the field to the next line there is the option of “break after” in the screen where by selecting yes, the field can be moved to the next line. 

Navigate to All – > Development -> Script Dictionary -> Screens 

Go to fields and select yes after which field you want the other fields should come in the next line as shown in the below figure.

Save the changes and validate the screen and after that global validating the respective window. You will be able to see the fields in the next line wherever select yes in the break after the option as shown in below figure.

For personalizing the screen layout, navigate to the screen and click on the text “Default” at the top right corner of the screen and then click on “Customize page” option as shown in below figure.

After clicking on the “Customize page” option below screen appears where you will be able to see the sections and blocks in the screen in the left list of the screen.

Fig 05: Customize layout page

We can use the break-after option directly here while customizing the layout. Just click on the “Enter key symbol”  for applying break after a particular field as shown in below figure.

Fig 06: Break after option

In the left list of screen, on clicking three dots in the block you will be able to see two options “Columns” and “Stacked” as shown in below figure.

Fig 07: Column and stacked option

After selecting “ON” in columns, the fields will get aligned in columns format as shown in below figure.

Fig 08: Column selection

After selecting “ON” in stacked, the fields will get aligned in stacked format as shown in below figure.

Fig 09: Stack selection

Click on Save button and then click on “Save as” button.

After that, the below screen will pop up and enter the fields such as code, title, and description, and select global in save as an option in the layout configuration.

After clicking on the OK button, you will be able to see your personalized layout for a particular screen

This blog helps us to personalize the layout of a particular screen in Sage X3 V12.