Control table feature in Sage X3

By | July 30, 2021

In Sage X3, most of the times you need to deal with the screens during development. Either you require to create new screens or to add required customization to the existing fields of screens.

We aware that Sage X3 provides different features at screen level such as entry condition – where you can set a particular condition in order to enter value in a that field, mandatory field, graphic object – to set graphical object of a field, style – to set formatting of a field etc. Similar to this, there exists one more feature that is “Control table”.

For this, Navigate to: Development > Screens > Screens

Below is the screenshot of screen “OPP3” (Project –> Before sales tab)

Fig : Screen field

The control tables are a very simple method to create validity controls that can be set up for certain entry fields. These control tables are used to define the coherence controls on the data being entered. These controls are an addition to the carried out standard controls. These are generally used in the definition of screens, to add controls on report parameters or in the definition of accounting transactions.

Each table is characterized by a 10-character alphanumeric code, and by associated control parameters. Up to three simultaneous controls can be defined; they can be of different types and are checked successively:

  • mandatory value entry if a condition is met.
  • presence in a value list.
  • exclusion from a value list.
  • presence in a table.
  • inclusion in an interval.
  • check of a calculation formula.

If you want to make a field mandatory on certain conditions then you can do it by creating new control table and assigning it to that field.

For example, we created a control table ‘YRENCON’ in order to make the “Reason” field on “Project > Before sales tab” to be mandatory if “Step” field is selected as “FPE” or “CNTQ”.

Refer below screenshot of the setup in control table.

Fig : Control table

Now,

  1. Navigate to: Customer relation > CRM activity > Projects
  2. Go to ‘Before-sales tab’ and insert new line by selecting date.
  3. Select the checkbox ‘Phase end’.
  4. Select step as “FPE” or “CNTQ”. The system will ask you to enter reason as a mandatory field.
Fig : Project – reason setup

Thus, control table can be helpful to setup additional controls on screen fields along with standard controls.

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