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Epicor ICE 3.0客戶化指南 英文版
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Epicor ICE 3.0客戶化指南英文版 Chapter 1: Business Activity Queries Chapter 2: External Business Activity Queries Chapter 3: BAQ Report Designer Chapter 4: Searches Chapter 5: Business Process Management Chapter 6: Custom Business Process Management Chapter 7: Business Process Management Utilities Chapter 8: Global Alerts Chapter 9: Dashboards Chapter 10: Dashboard Utilities Chapter 11: Updatable Dashboards Chapter 12: Executive Dashboards Chapter 13: Epicor Social Enterprise
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Epicor ICE 3.0 Customization User
Guide
10.2.100
Disclaimer
This document and its contents, including the viewpoints, dates and functional content expressed herein are the
proprietary copyrighted property of Epicor Software Corporation, are intended for informational purposes only and
are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee,
representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied
warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care.
As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business
processes, users of this document are always advised to discuss the content of this document with their Epicor support
representative, account manager and/or consulting personnel. All information contained herein is subject to change
without notice and changes to this document since printing and other important information about the software
product are made or published in release notes, and you are urged to obtain the current release notes for the software
product. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance
of any consulting services by Epicor personnel shall be pursuant to Epicor's services terms and conditions. Usage of the
solution(s) described in this document with other Epicor software or third party products may require the purchase of
licenses for such other products. Where any software is expressed to be compliant with applicable laws or other statutory
or regulatory requirements in this document, such compliance is not a warranty and is based solely on Epicor's current
understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well
as to change and accordingly, Epicor cannot guarantee that the software will be compliant and up to date with such
changes. All statements of platform and product compatibility in this document shall be considered individually in
relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible
with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor
software is compatible with both of the products running at the same time on the same platform or environment.
Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches
and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches
and/or service packs released by third parties after the date of publication of this document. Epicor, Business Inspired
and the Epicor logo are trademarks of Epicor Software Corporation, registered in the United States, certain other
countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright
©
Epicor Software Corporation 2017. All rights reserved. Not for distribution or republication. Information in this document
is subject to Epicor license agreement(s).
10.2.100
Revision: December 05, 2017 2:04 p.m.
Total pages: 959
sys.ditaval
Contents
Introduction..........................................................................................................................17
Chapter 1: Styling and Themes.......................................................................18
Assign Styling Rights......................................................................................................................................18
Style Theme Loading......................................................................................................................................19
Load Style Theme...................................................................................................................................20
Runtime Stylist...............................................................................................................................................23
Launch the Runtime Stylist......................................................................................................................23
Runtime Stylist – Primary Controls...........................................................................................................25
Use Style Library..............................................................................................................................26
Manage StyleSets............................................................................................................................26
Resources...............................................................................................................................................28
Manage Resources..........................................................................................................................28
Import Resources.............................................................................................................................30
Roles......................................................................................................................................................32
Change the Look of UI Roles...........................................................................................................32
Set Background Image for UI Role...................................................................................................34
Set Border for UI Role......................................................................................................................36
Set Font Attributes for UI Role.........................................................................................................38
Set Foreground Image for UI Role....................................................................................................39
Define Additional Options for UI Role..............................................................................................40
Preview UI Role................................................................................................................................41
Define Overall Styles for UI Role.......................................................................................................42
Manage Component Role Settings..................................................................................................43
Set Common Component Properties...............................................................................................44
Set Specific Component Properties..................................................................................................45
Manage Shared Object Role Settings...............................................................................................46
Set Specific Properties for Shared Object Role Settings.....................................................................47
Components in the Used By Section.......................................................................................................48
Modify Components in the Used By Section....................................................................................48
Role Selection.........................................................................................................................................49
Use Role Selection Tool....................................................................................................................49
Style Filter Management................................................................................................................................51
Launch Style Filter Manager....................................................................................................................51
Create a Child Style Filter........................................................................................................................53
Modify Child Style Filter..........................................................................................................................56
Filter Inheritance Priorities.......................................................................................................................64
Style Tracking................................................................................................................................................65
Activate Style Tracking............................................................................................................................65
View Style Tracking Information..............................................................................................................66
310.2.100
ContentsEpicor ICE 3.0 Customization User Guide
Theme Maintenance......................................................................................................................................68
Launch Theme Maintenance...................................................................................................................68
Import Theme.........................................................................................................................................70
Import/Export Icon Resources..................................................................................................................74
Import/Export Custom Icons....................................................................................................................77
Manage Themes.....................................................................................................................................80
Export Theme.........................................................................................................................................82
Delete Theme.........................................................................................................................................83
Retrieve Default Theme..................................................................................................................................84
Unload Style Theme................................................................................................................................84
Case Study – New Button Theme...................................................................................................................86
Create the Style Library...........................................................................................................................87
Define Component Role Settings............................................................................................................89
Define UI Role Settings...........................................................................................................................91
Select and Size the Image.......................................................................................................................95
Globally Save the Styling.........................................................................................................................97
Modify Hot-Tracked State.......................................................................................................................98
Modify Pressed State..............................................................................................................................99
Save the Style Library............................................................................................................................100
Import GrayButtons Theme...................................................................................................................102
Set New Theme as Default....................................................................................................................104
View the Theme...................................................................................................................................105
Case Study – Theming By Company.............................................................................................................106
Copy an Existing Theme........................................................................................................................107
Modify The Theme................................................................................................................................111
Modify The Active Style Set...................................................................................................................113
Launch the Runtime Styler.............................................................................................................114
Change The Background Color......................................................................................................117
Override the Custom Theme..........................................................................................................120
Define the Colors..................................................................................................................................121
View Theming By Companies........................................................................................................127
Set Theme as Default............................................................................................................................131
Chapter 2: Personalization............................................................................136
Select Interface Style....................................................................................................................................136
Classic Menu Personalization.......................................................................................................................138
Main Menu...........................................................................................................................................138
The View Menu....................................................................................................................................139
The Options Menu................................................................................................................................142
Preferences (Classic Menu)............................................................................................................143
Save Settings on Exit......................................................................................................................147
The Favorites Bar..................................................................................................................................148
User Privileges...............................................................................................................................148
Add Internal Shortcuts...................................................................................................................150
10.2.1004
Epicor ICE 3.0 Customization User GuideContents
Add External Shortcuts..................................................................................................................151
Create Favorites Groups................................................................................................................153
AutoLoad Favorites Groups............................................................................................................155
Memory Caching...........................................................................................................................156
Modern Home Page Personalization.............................................................................................................158
General Options (Modern Shell)............................................................................................................158
Preferences (Modern Shell)............................................................................................................158
Tiles......................................................................................................................................................163
Links..............................................................................................................................................163
Use Add Tile Wizard...............................................................................................................164
Add Link Tile..........................................................................................................................165
Select Tile Design...................................................................................................................170
Define Tile Size.......................................................................................................................175
BAQ Gadget..................................................................................................................................176
Use Add Tile Wizard...............................................................................................................177
Select BAQ.............................................................................................................................179
BAQ Tile Links........................................................................................................................180
BAQ Line Links.......................................................................................................................182
Favorites List..................................................................................................................................183
Use Add Tile Wizard...............................................................................................................183
Add Favorites List Tile.............................................................................................................186
Define Tile Size.......................................................................................................................187
Add Programs........................................................................................................................188
General.........................................................................................................................................190
Use Add Tile Wizard...............................................................................................................190
Add General Tile....................................................................................................................192
Define Tile Size.......................................................................................................................194
Epicor Social..................................................................................................................................195
Use Add Tile Wizard...............................................................................................................196
Add Epicor Social Tile.............................................................................................................198
Define Tile Size.......................................................................................................................200
Drag and Drop Feature..................................................................................................................201
Edit Tiles........................................................................................................................................202
Add Menu Items............................................................................................................................204
Rearrange Tiles..............................................................................................................................206
Manage Tile Groups.............................................................................................................................207
Add New Tile Group......................................................................................................................208
Rearrange Tile Groups...................................................................................................................211
Edit Tile Group..............................................................................................................................214
Delete Tile Group..........................................................................................................................215
Home Page Layouts..............................................................................................................................216
Assign User Rights.........................................................................................................................216
Create Base Layout........................................................................................................................217
Change Appearance......................................................................................................................219
Favorites List Tile............................................................................................................................222
510.2.100
ContentsEpicor ICE 3.0 Customization User Guide
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