We are new to OTM and just getting our feet wet trying to figure out what's configurable through Screen Set and Manager Layout and what's not.
If you could verify our assumptions we would appreciate it.
-Screen Set seems highly configurable for search criteria and results, actions, ...
- SS looks like it would be able configure all of the changes we would need
- Our guess is that in most cases we would be removing search criteria fields and functionality
- with so much flexibility around search criteria have OTM implementations had issues with performance being able to search on every thing?
-Manager Layout seems less configurable
- not all screens have Manager Layouts (e.g. Equipment Manager, contacts, ...)
- fields can be hidden / unhidden, required, read-only,
- text: size, fixed list
- numeric: precision, min value, max value
- can not change sequence of field or move from one tab to another
- can add user defined fields as remarks or reference numbers if object has remark or reference qualifier associated
- Not all fields displayed in the Manager Layout can be removed
- e.g. Shipment > Stops, Shipment > Identification > Booking Information
- could NOT remove button for Financials although the Financials tab was deleted (error when pressed)
- saved values for fields not displaying when Manager Layout is edited the second time
- e.g. Stops ‘Show Finished Button’ check box, Identification > Post Save Navigation
If anyone has work arounds for the issues we encountered (e.g. not being able to remove the Financials button, not being able to remove certain fields, ...) please let us know. If these assumptions are correct we assume we can use SS and ML to configure 80% of our requirements. What's the best way to handle the other 20% where there's not a ML? Looking at the threads it sounds like the next option is manipulating the XSL. If this is the only option what does this mean for upgrades, would the changes be upgrade safe? The branding guide seems to cover some of the information for configuring the XSL, but it doesn't provide a comprehensive guide. Any recommendations where further documentation can be found? What issues have you ran into? Thanks for the help!!