UI blocks are collections of folders and tasks. Tasks can be added as root elements to a UI block or under folders.
1.To add a UI block, click 
and fill in the UI block ID, name, and description. The ID cannot be changed later but the name can. The name shows in the navigation pane.
Tip! To copy an existing UI block as the basis of a new one, click 
, modify the settings and content of the UI block, and save it with a new ID and name.
2.If you want to add a folder, click 
Add Folder, select an icon for the folder, and fill in the folder name and description. The name shows in the navigation pane.
3.To add a task, click 
Add Task, select the task ID from the Folder/task ID drop-down list, select an icon for the task, and fill in the task name and description. The name shows in the navigation pane.
Note! Unlike most cases where the IDs are used, the task ID does not identify the task from other tasks and thus several tasks can have the same task ID (as is the case with, for example, InputSheet10000 and ReportSheet task IDs). The task ID is an attribute indicating what kind of task is in question and tells the application how to proceed when the task is activated.
4.To save the changes, click 
.
Copying a task as new within one UI block
1.Select the task which you want to copy.
2.Click Copy as New on the toolbar. The Copy as New pop-up window opens.
3.Add a name/ID for the task in the Name field and click OK.
The copy of the task is added to the end of the task list of the UI block.
The following table lists the available user interface task IDs in Clausion FPM.
Table 4: User interface task IDs
Task ID
|
Description
|
Parameters
|
Task availability
|
Desktop Client
|
Web Client
|
AccountGroupMnt
|
Account group management
|
No parameters
|
x
|
-
|
AccountsMnt
|
Account management
|
No parameters
|
x
|
-
|
AnyERPLauncher
|
AnyERP runs
|
Example: AnyERP Launcher
|
x
|
-
|
AutoCounterEntriesMnt
|
Automatic counter entry management
|
No parameters
|
x
|
-
|
CardSheet
|
Input task for document series 50000 and 60000
|
Parameters used
|
x
|
x
|
ConversionTableMnt
|
Conversion table management
|
No parameters
|
x
|
-
|
CurrencyMntBasic
|
Currency table management
|
No parameters
|
x
|
-
|
CurrencyMntYearly
|
Currency rate management
|
No parameters
|
x
|
-
|
CurrencyTableMntBasic
|
Not in use
|
-
|
-
|
-
|
CustomSheet
|
Custom sheet template
|
Example: Custom Sheet
|
x
|
x
|
DatatypeMnt
|
Data type management
|
No parameters
|
x
|
-
|
DBManager
|
Database management
|
No parameters
|
x
|
-
|
DimensionMntBasic
|
Dimension settings
|
No parameters
|
x
|
-
|
DimensionMntYearly
|
Dimension unit settings
|
No parameters
|
x
|
-
|
ExternalApplication
|
External application
|
Parameters used
|
x
|
x
|
Favorites
|
Favourites
|
No parameters
|
x
|
-
|
FinPerMnt
|
Period management
|
No parameters
|
x
|
-
|
FinYearMnt
|
Year management
|
No parameters
|
x
|
|
Folder
|
Folder in user interface block
|
No parameters
|
x
|
x
|
InputDataCalculation
|
Input data calculation
|
Example: Input Data Calculation
|
x
|
-
|
InputSheet
|
Not in use
|
-
|
-
|
-
|
InputSheet10000
|
Input task for document series 10000 and similar
|
Example: Basic Input
|
x
|
x
|
InputSheet20000
|
Input task for document series 20000
|
Parameters used
|
x
|
x
|
InputSheet40000
|
Input task for document series 40000
|
Parameters used
|
x
|
x
|
InputSheet70000
|
Input task for document series 70000 and similar
|
Parameters used
|
x
|
x
|
Integration
|
Data upload run
|
Example: Data Upload
|
-
|
x
|
IntegrationMnt
|
Data upload management
|
No parameters
|
-
|
x
|
InternalTransfers
|
Internal data transfer
|
Example: Internal Data Transfer
|
x
|
-
|
PeriodizingMnt
|
Periodizing pattern management
|
No parameters
|
x
|
-
|
ReportSheet
|
Report task
|
Examples:
Basic Report, Reconciliation Report
|
x
|
x
|
ReservationMnt
|
Reservation management
|
No parameters
|
x
|
-
|
RowBlockMnt
|
Not in use
|
-
|
-
|
-
|
SheetMnt
|
Input and report template management
|
No parameters
|
x
|
-
|
UIBlockMnt
|
User interface management
|
No parameters
|
x
|
-
|
UserGroupMnt
|
User group management
|
No parameters
|
x
|
-
|
UserMnt
|
User management
|
No parameters
|
x
|
-
|
UserRoleMnt
|
User role management
|
No parameters
|
x
|
-
|
UserRoleUIBlockMnt
|
User role user interface management
|
No parameters
|
x
|
-
|
XBRLMnt
|
XBRL management
|
No parameters
|
-
|
x
|
XBRLReport
|
XBRL reporting
|
Example: XBRL Report
|
-
|
x
|
|
