How to assign different titles to dimension fields in Sage X3

By | June 25, 2024

In Sage X3, when we add a field with dimensions, it will display a description only for the first field/dimension, while the others remain blank, as shown in the following figure. Here, we’ll explore a step-by-step guide on how to change the headings of dimension fields in Sage X3, utilizing local menus and evaluated titles.

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Fig1 Development Screen Details
Fig1 Development Screen Details

Fig 2 Window Preview - Before Assigning Multiple Titles
Fig 2 Window Preview – Before Assigning Multiple Titles

Step 1: Creating Local Menu – Message

The first step involves creating a Local Menu – Message corresponding to the number of dimensions you want to assign headings to.

For instance, if you have a field named ‘ZTEST’ with three dimensions, you’ll need to create a Local Menu – Message with three values, each representing a dimension header.

Fig 3 Local Menu Screen
Fig 3 Local Menu Screen

Step 2: Modifying Field Descriptions

Navigate to the development screen and select the dimension field whose heading you want to change. Replace the description with a ‘$’.

Fig 4 Development Screen - $ Description
Fig 4 Development Screen – $ Description

Step 3: Setting Evaluated Title

After changing the description to ‘$’, click on the three dots next to the field and select the ‘Evaluated title’ option. This action will open a new screen where you can enter a formula in the ‘Evaluated title’ field.

Fig 5 Development Screen - Evaluated Title
Fig 5 Development Screen – Evaluated Title

Formula Example:

#mess(Local Menu Code, Local Menu Chapter, 1)

In the formula, the mess function is used to print the title. It takes three parameters:

  1. The Local Menu Code.
  2. The Local Menu Chapter.
  3. A value (0 or 1) to access the Adonix message file or otherwise.

For instance, if we have a formula like #mess((indice+1), 21999, 1), the first parameter (indice+1) will iterate through all Local Menu Codes, the second parameter (21999) assigns the Local Menu Chapter, and the third parameter (1) denotes the currently selected language.

Fig 6 Evaluated title entry screen
Fig 6 Evaluated title entry screen

Step 4: Saving and Previewing Changes

After adding the formula, click ‘OK’ and save the changes. Validate your screen, then navigate to the Window menu and preview your screen. You should now see the different title headers for dimensions as per the Local Menu – Message values set earlier.

Fig 7 Window Preview - After Assigning Multiple Titles
Fig 7 Window Preview – After Assigning Multiple Titles

By following these steps, you can effectively customize the headings of dimension fields in Sage X3, ensuring clarity and ease of use for users interacting with your system. This simple customization can significantly improve the user experience and streamline data management processes.

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