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, customer wants little more different layout than the standard screens of Sage X3.

One exciting feature in 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 few fields as shown in below figure.

Fig01: Test Screen

As we can see in the above figure, the fields are not aligned properly. For moving field to the next line there is option of “break after” in 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 next line as shown in the below figure.

Fig02: Break after

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 break after option as shown in below figure.

Fig 03: Text screen

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.

Fig 04: Customize field

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 break after option directly here while customizing 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, description and select global in save as option in layout configuration.

Fig 10: Saving Layout

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

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

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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

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