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Support Spotlight: Do your users need customized forms? Check out the UI Templates in SAP Business One.

 

In this blog we will look at how to modify forms easily using the UI templates in SAP Business One. We will go through what their capabilities are, how to create them, how to assign them to users and finally, how to modify existing forms.  

 

For various reasons SAP Business One users have the need to adjust or modify the appearance of a form, for example Marketing Documents or Business Partners. Using UI Configuration Templates makes this task fast and simple.  

 

What can you do with UI Templates?  

With the UI Templates you can: 

  • Hide, disable, and move selected fields and tabs in forms. 
  • Incorporate user defined fields seamlessly in an existing form. 
  • Set a default UI template or assign multiple UI templates to each user. 
  • Copy UI templates from one company to another by using the Quick Copy tool. 

 

Creating a new UI Template 

 To create UI Templates in SAP Business One you need to do the following: 

  1. Go to Administration  Utilities  UI Configuration Template. 
  2. To add a new template, choose Data  Add. 
  3. On the Forms tab, select the forms for the new template. 

 

 

Assigning Users 

The template should be assigned to users by going to the Assigned Users tab. It is important to note that a user should be assigned only to one form type. For example, if you have several UI Templates that include a form for Sales Orders, then user Test should only be assigned to one of those forms.  

 

 

Modifying Forms 

An example of modifying a form: 

  1. Go to Administration  Utilities  UI Configuration Template. 
  2. On the left select your UI Template. 
  3. On the Forms tab, select your form and click on Edit Form UI. 
  4. Click and hold to drag the element to its new location.  
  5. Right click and select Save to save your changes.  

 

See below example of a modified form using the UI Templates functionality. Here the element Document Date has been moved.  

 

For a full list of all the changes that can be made, please visit the How to Work with Configurable UI Templates in SAP Business One how-to guide, at:  https://partneredge.sap.com/en/library/assets/products/ent_mng/sbo/about/sbo/versions/htg_sbo_91/hat_htg_sbo_uitemp.html. 

 

Additionally, you can also consult the SAP Note 2706617 – UI Configuration Templates_Function, Definition, Errors and FAQ 

With recent enhancements to the UI Template functionality please make sure to try it out in SAP Business One version 10.0.  

 

Support Spotlight Series   

We hope this read has been informative and beneficial. For more blog posts and tips from the SAP Business One Support team, please visit our space on the communities: https://blogs.sap.com/tag/b1-support-spotlight/  

For questions about SAP Business One, please submit your question here. 

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