Designing the loss entry form for the Loss Event Entry app

The loss entry form that users see when they open OpenPages® Loss Event Entry is controlled by system views, which are provided with OpenPages. You can use the default views or create your own.

Views

By default, Loss Event Entry uses the following creation views:
  • SysView-New-LossEvent-LEE
  • SysView-New-LossImpact-LEE
  • SysView-New-LossRecovery-LEE

These views are assigned to the Loss Event Entry profile. The views determine what tabs and fields are displayed in Loss Event Entry.

If you want to change the views, do the following steps:
  1. Build a creation view for the object type: Loss Event, Loss Impact, or Loss Recovery. See Defining a Creation View.
    For example, you can create a new creation view for Loss Events by using the following options:
    • On the Overview tab, set:
      • Object type: Loss Event
      • Type: Creation
      • Copy from view: SysView-New-LossEvent-LEE
    • On the Rules tab, set:
      • View priority: 1
      • Profiles: Loss Event Entry
  2. Assign the view to the Loss Event Entry profile.
Tip: When you configure the Loss Event Entry app, you can choose to show or hide the Loss Impacts and Loss Recoveries tabs.

Calculated fields and Loss Event Entry

When a field that is used in the views for Loss Event Entry is a calculated field, it might be read-only within the Loss Event Entry app.

For example, by default, the Loss Event calculation is set to Automatic and calculates the value for Estimated Gross Loss. Also, the default creation view for Loss Events includes the Estimated Gross Loss field. As a result, when users enter loss events, the Estimated Gross Loss field might not be editable.

If you want users to enter values, you can change the calculation or change the views that are used by Loss Event Entry.

For example, if you want users to enter values for Estimated Gross Loss, you have the following options:
  • Change the Loss Event calculation from Automatic to Manual.
  • Disable the Loss Event calculation.
  • Remove the Estimated Gross Loss field from the creation view for Loss Events. If you're using the default system view, create a copy of the view, remove the calculated field, and then assign the view to the Loss Event Entry profile.