With the initial setup complete you can now start to go through some of the setup pages to either change what has already been configured and setup or add to the setup.
The next page down in the menu is the Device Functions. This page displays all functions that the devices can run.
There are two types of functions: Transaction Functions which allow the user to go into the function card and manage how the function will look and present itself to the customer. In here Data Items can be managed. Data Items are individual pieces of information required to complete a transaction.
Secondly, Enquiry Transactions these functions have an Enquiry Code populated next to them; you can drill into these codes to create further setup against the enquires.
Any Function that is set as Enquiry doesn’t have any data items created for it as it is a function that shows details to the customer based on prompt. These types of device functions will be explained further on in the user guide.
To view the breakdown of the function you simply highlight the function you want to view and click on the Edit button, opening a page showing the specifics of that device function.
In the General FastTab we can see a break down of the function. The Name field is editable allowing you to change the caption of the function to be more relatable to users who see that function on the device. The next field down is the Type. This simply displays whether the function is simply a transactional one or an enquiry one. If its set as an enquiry function the Enquiry Code field would be populated as well.
Auto – Post when enabled will simply post the transaction once all the data in the function has been captured. If disabled, then the post button will appear on the device requiring the user to click it for the transaction to be processed.
As part of our solution and the functions we also have voice processing. If Enable Voice has been switched on then a few other settings need to be populated, these will be detailed further on in the user guide. The next fields along are Confirmation Text and Posting Notification Text. Confirmation Text, the text in here will be repeated back to the user via headset to confirm if the user would like to post the transaction or not. If Auto-Post is enabled there is no requirement to do that. However, if Auto-Post is enabled you could populate the field Posting Notification Text, letting the user know that the transaction is currently being posted.
NB: The Posting Notification Text should not inform the customer the transaction has been posted as the posting might fail and an error appear on the screen. It should indicate that it is currently being processed.
Below the General FastTab is the breakdown of the function’s columns. These are fields that are essentially visible to the user on the screen. In here you can group the fields, change eth order of where they are displayed and even show its importance.
NB: This does not control the prompts the user will be asked for during the functions process.
The first field is the Type field. In the drop down there are 2 options Group or Data Item. Creating group in a function is effectively creating a group of data items, and how they will be seen on the screen. The field Name next to the type field will be a free text field if activity is selected.
If you choose Data Item this is a list field, you are choosing to show on the device. In both these cases the default setup can be changed to suit the needs of your users. If certain information is required to be visible on screen you can add that in to the columns list or move others out if they don’t need to be seen.
The next field along is Name. If your type is Group, then that field is free text field, all you are doing her is labelling the group of data items under it.
If your type is Data Item, you must choose from one of the fields available. The list presented are all the data items relating to that function. From this list you can also select bespoke fields if they are available to you.
Following on from the Name column is the Caption column. In here you can edit the caption of your Data Items, making them more relatable to the users who see if on the screen.
NB: If it is type Group, the caption will be visible on the device. This is more for when looking at the function in Business Central.
The final field is Importance, there are 3 options to choose from Standard, Promoted and Additional.
By default, all fields are set to Standard, showing them all on the device screen. Any text which is too long and can’t all fit on one line will be truncated when this setting is selected.
If you choose for the Data Item to be Promoted the caption and text on the device will appear in red to make it more visible. The text will also be wrapped, so if for example your item description doesn’t fit on one line on the device screen it will drop to a second line.
If you select Additional for any of the data items, then a small arrow will appear at the top of the page, when pressed any fields classed as additional will appear on the device screen to the user. By default, these fields of data would be hidden.
With your Data Items and Groups now set you can start to manage the columns.
Highlighting your Data Item or Group and clicking on the actions Move Up or Move Down will change the placement of that field. To know its display order, you personalize the page in Business Central to show another column Display Order in the Device function screen.
The Display Order controls in what order the Data Items are seen on the device screen.
The Voice Settings that are managed per data item are explained further on in the user guide.
Languages and Captions
From the Device Functions and the Data Items page, you can set up different languages and translations for the captions.
Changing the Function names and Data Item names have never been easier. From the Device Functions page simply click on the Name field to edit the function name presented to the user.
From the Device Functions Data Items page, you would edit the Description field to change the caption and prompt presented to users on the device.
To set the captions to be in different languages click on the three little dots next to the Name field (device functions) or description field (device functions data types) opening the Translations page for your selected device function.
In here you can then select your Language ID, if you know it simply type it in, otherwise, use the drop-down arrow next to the field to show a list of languages you can choose from. Based on your selection this will populate the field Language Name. Once selected then put in the Translation Text.
The language shown on your device will then be based on the Handheld Users, Language ID.
This means that each of your handheld users can have the functions and prompts presented to them in known languages with known captions.
NB: If left blank against the user it will use the default text GB.