Archer Enhanced User Experience Tool & Utility 6.11 P1 Implementation Guide

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Archer® Suite
6.11 P1
Implementation Guide
Archer
Enhanced User Experience
Tool & Utility
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Archer Enhanced User Experience Tool & Utility Implementation Guide
Table of Contents
Chapter 1: Overview of the Archer Enhanced User Experience Tool & Utility ............................................ 6
About the Archer Enhanced User Experience Tool & Utility .................................................................... 6
Key Features and Benefits ........................................................................................................................ 7
Prerequisites (ODA and system requirements) ........................................................................................ 8
Chapter 2: Archer Enhanced User Experience Tool & Utility Components ................................................. 9
Applications............................................................................................................................................... 9
Workspaces ............................................................................................................................................... 9
Solutions ................................................................................................................................................... 9
Dashboards ............................................................................................................................................... 9
Custom iViews........................................................................................................................................... 9
Chapter 3: Installing the Archer Enhanced User Experience Tool & Utility Package .................................. 11
Installation Overview .............................................................................................................................. 11
Step 1: Prepare for the Installation .......................................................................................................... 11
Step 2: Install the Package ....................................................................................................................... 11
Step 4: Test the Installation ..................................................................................................................... 11
Installing the Package.............................................................................................................................. 11
Task 1: Back Up Your Database ........................................................................................................... 11
Task 2: Import the Package ................................................................................................................. 11
Task 3: Map Objects in the Package .................................................................................................... 12
Task 4: Install the Package................................................................................................................... 14
Task 5: Review the Package Installation Log ....................................................................................... 15
Chapter 4: Deploying the Archer Accessories Objects using the Archer Enhanced User Experience Tool &
Utility........................................................................................................................................................... 16
Accessing the Archer Accessories Workspace ........................................................................................ 16
Task 1: Add the Archer Accessories Workspace to Your Personalized Workspace Display ............... 16
Adding the Archer Accessories Layout Independent Custom Objects to Target Module Layouts ......... 17
Task 1: Synchronize Layouts with the Archer Accessories – Sync Layouts Custom iView .................. 17
Removing the Archer Accessories Layout Independent Custom Objects Target Module Layouts ........ 23
Task 1: Remove Layout Objects with the Archer Accessories – Remove Layout Objects Custom iView
............................................................................................................................................................ 23
3
Chapter 5: Reviewing the Deployment of the Archer Accessories Objects ................................................ 29

Reviewing the Layout Independent Custom Objects Section Added to Target Layouts ........................ 29
Task 1: Open a Module Layout with the newly added Layout Independent Custom Objects Section
............................................................................................................................................................ 29
Chapter 6: Validating the Functionality of the Archer Accessories Layout Independent Custom Objects 31
Reviewing the Reformat Layout Custom Object Functionality ............................................................... 31
Task 1: Open a Record with the Reformat Layout Custom Object ..................................................... 31
Task 2: Validate Reformat Layout Custom Object Functionality ........................................................ 31
Task 3: Validate Open Content URL Links in New Window Custom Object Functionality .................. 33
Appendix A: Certification Environment ...................................................................................................... 35
4
Release Notes
The following table describes enhancements. 
Release Version  Published Date  Notes 
Archer 6.11 P1  12th August 2022  Initial Release 
th
Archer 6.11 P1  25 August 2022  ReformatLayoutCustomObject custom code has been
revised for better handling of Read Only fields set due to
ACLs. The latest code version is 2022.08.20.1600
Archer 6.11 P1 15th September 2022

-2022.09.06.0900
-Adds support for Archer 6.12, which replaced
jQuery UI v.1.12.1 with v.1.13.1, with the script checking
for the existence of v.1.13.1 on Archer servers before
falling back to v.1.12.1.
NAME: Remove Layout Objects Custom iView
-2022.09.06.0900
-Adds support for Archer 6.12, which replaced
falling back to v.1.12.1.
NAME: Formula Inspector Custom Object
-2022.09.08.1000
-Corrects an issue which was preventing Formula
Inspector to be shown in cases where the user navigated
to a secondary level of a leveled application from a cross-
reference.
-Corrects an issue which required the user to re-click
the Create Formula Inspector button after navigating to a
different tab within a record where the Create Formula
Inspector button was previously clicked.
Archer 6.11 P1 05th December 2022 NAME: Sync Layouts Custom iView
2022.11.11.1500
-Adds support for Archer 6.12 P1, which replaced
falling back to v.1.13.1 and then to v.1.12.1.
NAME: Remove Layout Objects Custom iView

-2022.11.11.1500
-Adds support for Archer 6.12 P1, which replaced
falling back to v.1.13.1 and then to v.1.12.1.
-2022.09.06.0900
5
Chapter 1: Overview of the Archer Enhanced

User Experience Tool & Utility
About the Archer Enhanced User Experience Tool & Utility
Archer has begun an internal initiative to build on many of the present Archer solutions by employing a
set of best practices to simplify and enhance the end user experience. This effort entails making
changes via configuration to Archer Applications, Questionnaires, and Sub-forms, including but not
limited to removing extraneous fields from end-user facing layouts, designing consistent layout sections
across multiple modules, streamlining workflows where necessary, and adding prescriptive, stage-
specific help text where appropriate to ease data entry.
In addition, this team has developed a suite of standard objects that can deployed on any and all Archer
Applications, Questionnaires, and Sub-Forms which modernize the user experience of the Archer Record
page without requiring rearchitecting the Archer Platform. These Layout Independent Custom Objects
can be automatically deployed across any and all layouts via a form present on a Sync Layouts custom
iView that is installed with the Archer Enhanced User Experience Tool & Utility package, eliminating the
need to install specific packages to make modifications to individual Archer modules.
The first set of Archer Layout Independent Custom Objects which can be deployed within this release of
the Archer Enhanced User Experience Tool & Utility are as follows:
Reformat Layout Custom Object: A custom object that is added to each layout within a module that
houses JavaScript/jQuery which dynamically rearranges and restyles the existing controls on the layout
upon page load. The goal is to modernize the look-and-feel of the record page by making changes to the
layout post-load as to not require changes to be made to the layout in the Application Builder.
Changes to the Record Page Layout performed by the Reformat Layout Custom Object:
• Section width limited to 1400px max
• Field names above field value in light gray font
• Row height set at 60px minimum
• Spacing added between rows
• Increased overall field width
• White Background Around fields with Rounded Borders
• Help Icons to the Right of Field Names
• Font Size of Field Content Increased 20% and Semi-Bolded
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• Automatic hiding of the main menu when the record is placed into Edit mode to provide more
vertical space for data entry.
• Transparent (Gray) Background Around Read-Only Fields when the record is placed into Edit
mode.
• Data Entry Control Borders Removed from Non-Focused Fields when the record is placed into
Edit mode.
Open Content URL Links in New Window Custom Object: A custom object that is added to each layout
within a module that houses JavaScript/jQuery which dynamically adds an open in new window
hyperlink next to each existing Content URL link on the layout, allowing users the ability to open a cross-
referenced record in a new pop-up window as opposed to forcing them to leave the record they are
currently viewing. The record is opened in a new window using the deep link to the specific record.
Formula Inspector Custom Object: A custom object that is added to each layout within a module that
houses JavaScript/jQuery which adds a Formula Inspector button to the More Options menu on the right
side of the record layout page for System or Configuration Administrators to facilitate the viewing of
formulas associated with calculated fields directly on the front-end record page layout. Clicking this
button calls Archer's API to return the Calculation Details of all calculated fields within the level and adds
a formula inspector link next to each calculated field on the layout. Clicking the link displays a modal
pop-up displaying the formula associated with the specified calculated field.
Key Features and Benefits

Key ben efit s
With the Archer Enhanced User Experience Tool & Utility, you will be able to:
• Enhance the existing record layouts of any and all Applications, Questionnaires, and Sub-Forms
within your Archer instance in advance of platform-level changes to Archer’s Record page
coming out in a future release via the addition of the Modify Layouts Custom Object. These
changes will enhance the experience of your Archer users experience by providing them with a
more modern data interface for interacting with records within the Archer platform.
• Enhance existing Archer navigation by allowing users to open cross-referenced records in new
Archer windows as opposed to requiring them to navigate away from the current record they
are viewing via the Open Content URL Links in New Window Custom Object.
• Allow Archer System and Configuration Administrators the ability to view the formulas
associated with calculated fields directly from a record page via the Formula Inspector Custom
Object, facilitating record specific troubleshooting, as Administrators will not be required to
open the module in the Application Builder and browse the specific field’s formula either
through the Calculations tab or from viewing the Calculation Properties of the specific field.
• Easily deploy or remove one or more of the newly released Archer Layout Independent Custom
Objects across any and all module layouts within a single Archer Instance without needing to
make changes to those modules via the traditional Archer Package Installation Process.
7
Prerequisites (ODA and system requirements)

Components Prerequisites
Archer Solution All
Area(s)
Uses Custom Yes, one (1) ODA, Archer Accessories Objects, is used during installation to store
Application the design of the three Layout Independent Custom Objects that will be deployed
using the Archer Accessories - Sync Layouts Custom iView. As this ODA is only used
to store the design of the custom objects, no records will be entered into it, and it
does not need its status changed to Production.
Archer Instance This offering has been validated on Archer Platform release 6.11 P1.
Supported • On-Premises
Archer • Archer Hosted
Environments
• Archer SaaS
Network No additional network access is required.

Requirements
8
Chapter 2: Archer Enhanced

User Experience Tool & Utility Components
Applications
Application Description
Archer Archer Accessories Objects is an On Demand Application used during installation to
Accessories store the design of the three Layout Independent Custom Objects that will be
Objects deployed using the Archer Accessories - Sync Layouts Custom iView. As this ODA is
only used to store the design of the custom objects, no records will be entered into
it, and it does not need its status changed to Production.
Workspaces
Workspace Description
Archer The Archer Accessories workspace is installed as an optional workspace to house
Accessories the Archer Accessories Solution and its one On Demand Application, Archer
Accessories Objects. It also contains a single dashboard, Archer Accessories -
Layout Management, which houses two custom iViews, Archer Accessories - Sync
Layouts and Archer Accessories - Remove Layout Objects which can be used to add
or remove sections and non-field layout objects to/from one or more Target
Layouts.
Solutions
Solution Description
Archer The Archer Accessories solution is installed to house the Archer Accessories
Accessories Objects On Demand Application.
Dashboards
Dashboard Description
Archer The Archer Accessories - Layout Management dashboard, part of the Archer
Accessories - Accessories workspace, houses two custom iViews, Archer Accessories - Sync
Layout Layouts and Archer Accessories - Remove Layout Objects which can be used by
Management Archer System Administrators to add or remove sections and non-field layout
objects to/from one or more Target Layouts.
Custom iViews
iView Description
Archer The Archer Accessories - Sync Layouts custom iView, part of the Archer Accessories
Accessories - - Layout Management dashboard, displays a form which can be used by Archer
Sync Layouts System Administrators to add or synchronize sections and non-field layout objects
within those selected sections from a selected Source Layout (e.g. Archer
Accessories Objects: Archer Accessories Objects: Default Layout) to one or more
selected Target Layouts within any combination of Archer Modules (Applications,
Questionnaires, or Sub Forms). It is leveraged as part of the Archer Enhanced User
Experience Tool & Utility to add a section named Layout Independent Custom
9
Objects to the bottom of one or more Layouts within an Archer instance and add
any combination of three pre-defined custom objects
(ReformatLayoutCustomObject, FormulaInspectorCustomObject, and
OpenContentURLLinksInNewWindowCustomObject) which have been defined the
Archer Accessories Objects ODA to that newly created section. This custom iView
utilizes Archer’s Internal API to make layout changes in bulk, eliminating the need
for Archer System/Configuration Managers to manually add these sections and
custom objects to selected Module Layouts or to deploy specific packages to
introduce these objects to target Layouts.
Archer The Archer Accessories – Remove Layout Objects custom iView, part of the Archer
Accessories - Accessories - Layout Management dashboard, displays a form which can be used
Remove by Archer System Administrators to permanently delete non-field objects and
Layout sections defined in a selected Source Layout (e.g. Archer Accessories Objects:
Objects Archer Accessories Objects: Default Layout) from one or more or Target Module
Layouts. Non-field Layout Objects can be set either be permanently deleted or
moved off layout; all layout objects (fields and non-field objects) will be moved to
the off-layout tab in cases where a Section is marked to be deleted unless the non-
field object has been explicitly selected for deletion.
10
Chapter 3: Installing the Archer Enhanced User

Experience Tool & Utility Package
Installation Overview
Complete the following tasks to install the offering.
Step 1: Prepare for the Installation

1. Ensure that your Archer system meets the following requirements:
• Archer Platform version 6.11 P1 or later.
2. Read and understand the "Packaging Data" section of the Archer Online Documentation.
Step 2: Install the Package

Installing a package requires that you import the package file, map the objects in the package to
objects in the target instance, and then install the package. See Installing the Application Package for
complete information.
Step 4: Test the Installation

Verify that the components noted in Chapter 2 above (Workspace, Dashboard, custom iViews, Solution,
and Application) are present and can be accessed by an Archer System Administrator.
Installing the Package

Task 1: Back Up Your Database
There is no Undo function for a package installation. Packaging is a powerful feature that can make
significant changes to an instance. Archer strongly recommends backing up the instance database
before installing a package. This process enables a full restoration if necessary.
An alternate method for undoing a package installation is to create a package of the affected objects
in the target instance before installing the new package. This package provides a snapshot of the
instance before the new package is installed, which can be used to help undo the changes made by
the package installation. New objects created by the package installation must be manually deleted.
Task 2: Import the Package

1. Go to the Install Packages page.
a. From the menu bar, click .

b. Under Application Builder, click Install Packages.
2. In the Available Packages section, click Import.
3. Click Add New, then locate and select the package file that you want to import.
4. Click OK.
The package file is displayed in the Available Packages section and is ready for installation.
11
Task 3: Map Objects in the Package

Important: This step is required only if you are upgrading to a later version of Complaints Tracking.
1. In the Available Packages section, select the package you want to map.
2. In the Actions column, click for that package.

The analyzer runs and examines the information in the package. The analyzer automatically
matches the system IDs of the objects in the package with the objects in the target instances
and identifies objects from the package that are successfully mapped to objects in the target
instance, objects that are new or exist but are not mapped, and objects that do not exist (the
object is in the target but not in the source).
Note: This process can take several minutes or more, especially if the package is large, and
may time out after 60 minutes. This time-out setting temporarily overrides any IIS time-out
settings set to less than 60 minutes.
When the analyzer is complete, the Advanced Package Mapping page lists the objects in the
package file and corresponding objects in the target instance. The objects are divided into tabs,
depending on whether they are found within Applications, Solutions, Access Roles, Groups, Sub-
forms, or Questionnaires.
3. On each tab of the Advanced Mapping Page, review the icons that are displayed next to each
object name to determine which objects require you to map them manually.
Icon Name Description
Awaiting Indicates that the system could not automatically match the object or
Mapping children of the object to a corresponding object in the target instance.
Review
Objects marked with this symbol must be mapped manually through the
mapping process.
Important: New objects should not be mapped. This icon should remain
visible. The mapping process can proceed without mapping all the
objects.
Note: You can execute the mapping process without mapping all the
objects. The icon is for informational purposes only.
Mapping Indicates that the object and all child objects are mapped to an object
Completed in the target instance. Nothing more needs to be done with these
objects in Advanced Package Mapping.
Do Not Indicates that the object does not exist in the target instance or the
Map object was not mapped through the Do Not Map option. These objects
will not be mapped through Advanced Package Mapping, and must be
remedied manually.
12
Undo Indicates that a mapped object can be unmapped. This icon is

displayed in the Actions column of a mapped object or object flagged
as Do Not Map.
4. For each object that requires remediation, do one of the following:

• To map each item individually, on the Target column, select the object in the target
instance to which you want to map the source object. If an object is new or if you do
not want to map an object, select Do Not Map from the drop-down list.
Important: Ensure that you map all objects to their lowest level. When objects have
child or related objects, a drill-down link is provided on the parent object. Child objects
must be mapped before parent objects are mapped. For more details, see "Mapping
Parent/Child Objects" in the Archer Online Documentation.
• To automatically map all objects in a tab that have different system IDs but the same
object name as an object in the target instance, do the following:
a. In the toolbar, click Auto Map.
b. Select an option for mapping objects by name.
Option Description
Ignore Select this option to match objects with similar names regardless of the case
case of the characters in the object names.
Ignore Select this option to match objects with similar names regardless of
spaces whether spaces exist in the object names.
c. Click OK.
The Confirmation dialog box opens with the total number of mappings
performed. These mappings have not been committed to the database yet and
can be modified in the Advanced Package Mapping page.
d. Click OK.
• To set all objects in the tab to Do Not Map, in the toolbar, click Do Not Map.
Note: To undo the mapping settings for any individual object, click in the Actions
column.
When all objects are mapped, the icon is displayed in the tab title. The icon is
displayed next to the object to indicate that the object will not be mapped.
5. Verify that all other objects are mapped correctly.
6. (Optional) To save your mapping settings so that you can resume working later, see "Exporting
and Importing Mapping Settings" in the
7. Archer Online Documentation.
8. Once you have reviewed and mapped all objects, click .
9. Select I understand the implications of performing this operation and click OK.
13
The Advanced Package Mapping process updates the system IDs of the objects in the target
instance as defined on the Advanced Package Mapping page. When the mapping is complete,
the Import and Install Packages page is displayed.
Important: Advanced Package Mapping modifies the system IDs in the target instance. Any
Data Feeds and Web Service APIs that use these objects will need to be updated with the new
system IDs.
Task 4: Install the Package

All objects from the source instance are installed in the target instance unless the object cannot be
found or is flagged to not be installed in the target instance. A list of conditions that may cause objects
not to be installed is provided in the Log Messages section. A log entry is displayed in the Package
Installation Log section.
1. Go to the Install Packages page.

2. In the Available Packages section, locate the package file that you want to install, and click
Install.
3. In the Configuration section, select the components of the package that you want to install.
• To select all components, select the top-level checkbox.
• To install only specific global reports in an already installed application, select the
checkbox associated with each report that you want to install.
Note: Items in the package that do not match an existing item in the target instance are
selected by default.
4. In the Configuration section, under Install Method, select an option for each selected
component. To use the same Install Method for all selected components, select a method
from the top-level drop-down list.
Note: If you have any existing components that you do not want to modify, select Create New
Only. You may have to modify those components after installing the package to use the
changes made by the package.
5. In the Configuration section, under Install Option, select an option for each selected
component. To use the same Install Option for all selected components, select an option from
the top-level drop-down list.
Note: If you have any custom fields or formatting in a component that you do not want to
lose, select Do not Override Layout. You may have to modify the layout after installing the
package to use the changes made by the package.
6. To deactivate target fields and data-driven events that are not in the package, in the Post-
Install Actions section, select the Deactivate target fields and data-driven events that are not
in the package checkbox. To rename the deactivated target fields and data-driven events with
a user-defined prefix, select the Apply a prefix to all deactivated objects checkbox, and enter
14
a prefix. This can help you identify any fields or data-driven events that you may want to
review for cleanup post-install.
7. Click Install.
8. Click OK.
Task 5: Review the Package Installation Log

1. Go to the Package Installation Log tab of the Install Packages page.

c. Click the Package Installation Log tab.
2. Click the package that you want to view.
3. In the Package Installation Log page, in the Object Details section, click View All Warnings.
4. Manually activate Advanced Workflow by clicking Active button in Advanced Workflow tab in
Archer Complaints Register application.
15
Chapter 4: Deploying the Archer Accessories

Objects using the Archer Enhanced User
Experience Tool & Utility
Accessing the Archer Accessories Workspace
Task 1: Add the Archer Accessories Workspace to Your Personalized Workspace Display
1. Click the Workspaces Display menu item located under your User Dropdown > Preferences
Menu to access the Workspaces Display Menu.
2. Add the Archer Accessories workspace to your Personized Workspace Display and click SAVE.
3. Open the Archer Accessories Workspace from the Main Navigation Menu. (Depending on the
number of workspaces already displayed, it may be accessible by clicking the three vertical dot
16
menu.) The Archer Accessories - Layout Management dashboard will be displayed.
Adding the Archer Accessories Layout Independent Custom Objects to Target

Module Layouts
Task 1: Synchronize Layouts with the Archer Accessories – Sync Layouts Custom iView
1. Access the Archer Accessories - Sync Layouts iView from the Archer Accessories - Layout
Management dashboard.
2. Review the Instructions for Selecting Source Layout, Selecting Target Layouts, Mapping, and
Syncing Layouts by clicking on the respective headers.
17
3. Click Start Sync Layouts to start the synchronization configuration process.
4. Set the Archer Accessories Objects: Archer Accessories Objects: Default Layout as the Source
Layout.
a. Set the Source Module to Archer Accessories Objects from the Select Source Module
dropdown.
b. Set the Source Level to Archer Accessories Objects from the Select Source Level
dropdown.
c. Set the Source Layout to Default Layout from the Select Source Layout dropdown.
5. Select the Target Layouts to deploy Layout Independent Custom Objects to.
18
a. Select one or more Target Modules (Applications/Questionnaires/Sub-Forms) that you

want to synchronize or click Select All to select all Modules.
b. Click Get Target Levels to retrieve the Levels associated with the Target Modules
selected in the previous step.
c. Select one or more Target Levels that you want to synchronize or click Select All to
select all Levels associated with the Target Modules selected in the previous step.
d. Click Get Target Layouts to retrieve the Layouts associated with the Target Levels
selected in the previous step.
e. Select one or more Target Layouts that you want to synchronize or click Select All to
select all Layouts associated with the Target Levels selected in the previous step.
f. Click Create Layout Syncing Table to populate the Layout Syncing Table.
i. The first three columns will be populated with each Tab, Section, and Layout
Objects present in the selected Source Layout.
19
ii. An additional column will be added for each Target Layout selected in the
previous step.
6. Conduct Source to Target Layout Mapping

a. To select the Source Layout Objects, you wish to sync to one or more Target Layouts:
i. Click on the checkbox next to Layout Independent Custom Objects in the
Section Name column to synchronize.
ii. Select one or more of the Layout Objects (ReformatLayoutCustomObject,
OpenContentURLLinksInNewWindowCustomObject,
FormulaInspectorCustomObject) that you wish to add/update in the Target
Layouts you select.
b. To map Source Sections to Target Sections, either:

i. Click Automap Sync
1. If a same-named section exists as the Source Section, the Automap Sync
function will automatically select that section.
2. If a same-named section does not already exist in the Target Layout, the
last section in the General tab will be selected and a new section will be
added after that selected section, effectively placing it at the bottom of
20
the layout outside of any tab sets.
ii. Manually click on the checkbox in the cell that is the intersection of the Source
Section and Target Layout to reveal a dropdown containing all the Source
Sections which appear in the Target Layout.
1. If the selected Target Layout already contains a section whose name
matches the name of the selected Source Section, that section will be
automatically selected.
2. Otherwise, select the section that you want a newly created section to
be inserted after or select *TOP* to add the newly created section to
the top of the particular tabset.
3. Upon selecting a Target Section, the cell in which the dropdown resides
will be populated with the selected Target Section. Clicking on the
checkbox again will hide the dropdown control to save space, but the
mapping will still be performed.
7. To Sync the Layouts after mapping is complete, click Sync Layouts to use Archer's internal API to
manage the selected Target Layouts.
a. A dialog box will appear showing a Summary of Pending Changes. After reviewing the
pending changes, click Confirm to continue or click Cancel to go back to the previous
step to modify selections or abandon the Layout synchronization process. (If issues are
21
present that will prevent Target Layouts from being updated, those will be displayed,
and an OK button will be shown in lieu of a Confirm and Cancel buttons.)
b. If confirmed, the synchronization process will loop through each selected Target Layout
and add/update the selected Source Sections. A message will appear at the bottom of
the form showing the status of each layout synchronization.
c. For each selected Source Layout Object, the syncing function will check to see if a layout
object with the same name exists in the selected Target Layout(s).
i. If the Target Object already exists, its properties (name, alias, row/column
position, description, custom object code, etc.) will be updated to reflect the
properties of the same-named object in the Source Layout.
ii. If the object does not already exist in the selected Target Layout, a new layout
object will be created and placed in the Target Layout.
22
Removing the Archer Accessories Layout Independent Custom Objects Target

Module Layouts
Task 1: Remove Layout Objects with the Archer Accessories – Remove Layout Objects
Custom iView
1. Access the Archer Accessories - Remove Layout Objects iView from the Archer Accessories -
Layout Management dashboard.
2. Review the Instructions for Selecting Source Layout, Selecting Target Layouts from Which to
Remove Layout Objects/Sections, Selecting Layout Objects/Sections for Removal, and Removing
Layout Objects/Sections by clicking on the respective headers.
3. Click Setup Remove Layout Objects/Sections to start the layout object removal configuration
process.
4. Set the Archer Accessories Objects: Archer Accessories Objects: Default Layout as the Source
Layout.
a. Set the Source Module to Archer Accessories Objects from the Select Source Module
dropdown.
23
b. Set the Source Level to Archer Accessories Objects from the Select Source Level
dropdown.
c. Set the Source Layout to Default Layout from the Select Source Layout dropdown.
5. Select the Target Layouts from Which to Remove Layout Objects/Sections

a. Select one or more Target Modules (Applications/Questionnaires/Sub-Forms) from
which you want to remove layout objects or click Select All to select all Modules.
b. Click Get Target Levels to retrieve the Levels associated with the Modules selected in
the previous step.
c. Select one or more Target Levels from which you want to remove layout objects or click
Select All to select all Levels associated with the Target Modules selected in the previous
24
step.
d. Click Get Target Layouts to retrieve the Layouts associated with the Levels selected in
the previous step.
e. Select one or more Target Layouts from which you want to remove layout objects or
click Select All to select all Layouts associated with the Levels selected in the previous
step.
f. Click Create Layout Object Removal Table to populate the Layout Object Removal
Table.
i. The first three columns will be populated with each Tab, Section, and Layout
Objects present in the selected Source Layout.
ii. An additional column will be added for each Target Layout selected in the
previous step.
6. Selecting Layout Objects/Sections for Removal

a. This option allows you delete sections, layout objects which appear within sections, or
a combination of the two. To select the Layout Objects you wish to delete from any
same-named Target Layout in which it appears:
25
i. Click on the checkbox in the Layout Objects column for each Layout Object
(ReformatLayoutCustomObject,
OpenContentURLLinksInNewWindowCustomObject,
FormulaInspectorCustomObject) you wish to delete from the Target Layouts.
1. These Layout Objects will only be deleted from the Target Layouts if
they exist in a section whose name matches the source Section Name.
Their presence will be noted by hovering over a icon which lists all the
non-field Layout Objects in the Target Layout section.
b. To delete the Layout Independent Custom Objects section from all Target Layouts in
which it appears:
i. Click on the checkbox next to Layout Independent Custom Objects in the
Section Name column to delete it from the Target Layouts.
1. If the Section exists in the Target Layouts, its presence will be noted by
an X in the cell corresponding to the source Section and Target Layout.
2. If the Target Layout Section contains any Layout Objects, they will be
moved off layout unless they have been explicitly selected for deletion
via the step above. Their presence will be noted by a count of non-field
( ) and field ( ) layout objects. Hovering over the respective icons will
26
show the names of the layout objects that exist in the Target Layout
section.
7. Removing Layout Object/Sections
a. To remove Layout Objects and Sections after selections are complete, click Remove
Layout Objects/Sections to use Archer's internal API to manage the Target Layouts.
b. A dialog box will appear showing a Summary of Pending Changes. After reviewing the
pending changes, click Confirm to continue or click Cancel to go back to the previous
step to modify selections or abandon the Layout removal process.
(If issues are present that will prevent Target Layouts from being updated, those will be
displayed, and an OK button will be shown in lieu of a Confirm and Cancel buttons.)
c. If confirmed, the process will loop through each selected Layout and remove/delete the
selected Sections/Layout Objects.
i. If non-field Layout Objects are marked for deletion, they will be deleted from
the corresponding selected Layouts.
ii. If Sections are marked for deletion, any layout objects (both fields and non-field
layout objects) will be moved off layout.
27
iii. Note that fields will never be deleted through this process; they can only be
taken off layout.
28
Chapter 5: Reviewing the Deployment of the

Archer Accessories Objects
Reviewing the Layout Independent Custom Objects Section Added to Target
Layouts
Task 1: Open a Module Layout with the newly added Layout Independent Custom Objects
Section
1. From the Administration Menu, click on Applications under the Application Builder section to
be taken to the Application Builder interface.
2. From the Manage Applications page, click on any of the Modules

(Applications/Questionnaires/Sub-Forms) that were targeted in Adding the Archer Accessories
29
Layout Independent Custom Objects to Target Module Layouts task in the previous chapter.
3. After opening the Target Module, select the Level(s) and Layout(s) that were targeted during
deployment, scroll to the bottom of the layout, and validate that the Layout Independent
Custom Objects section is present and populated with the Layout Objects that were selected
to by synchronized.
a. Repeat the steps above for any other Module layouts you wish to validate.
30
Chapter 6: Validating the Functionality of the

Archer Accessories Layout Independent Custom
Objects
Reviewing the Reformat Layout Custom Object Functionality
Task 1: Open a Record with the Reformat Layout Custom Object
1. Browse to a Module (Application/Questionnaire/Sub-Form) Record that was targeted in
Adding the Archer Accessories Layout Independent Custom Objects to Target Module Layouts
task in Chapter 4 by clicking on a record link from a report, search result page, or the Activity
menu.
Task 2: Validate Reformat Layout Custom Object Functionality

1. From View mode, validate the following features on the Record Layout Page:
a. Section width limited to 1400px max – For browser widths greater than 1400 pixels,
margins should appear to the left and right of the section content, reducing the need to
scan the full width of the screen to consume content. If the browser width is less than
1400px, no margins will appear on the sides of the sections.
b. Field names above field value in light gray font – Field Names that previously appeared
to the left of the field values have now been moved above the field content.
c. Row height set at 60px minimum – Consistent minimum height for all rows.
d. Spacing added between rows – A spacer row has been added between each field row to
separate the bottom border of fields from the top border of fields in the next row.
31
e. Increased overall field width – By eliminating the field name columns, a higher
percentage of the section width is now devoted to field content.
f. White Background Around fields with Rounded Borders – Field labels and values are
now enclosed in a single field with a white background and rounded borders.
g. Help Icons to the Right of Field Names – Help icons that were previously to the left of
field labels have now been placed to the right of the field label to left justify field labels,
making it easier when scanning for fields vertically on the page, regardless of the
presence of help icons.
h. Font Size of Field Content Increased 20% and Semi-Bolded – The font size of field
values has been increased by 20% and semi-bolded to improve readability and
distinguish it from the field label.
2. From Edit mode, validate the following features on the Record Layout Page:
a. Automatic hiding of the Main Navigation Menu – When the record is placed into Edit
mode, the Main Navigation Menu is hidden to provide more vertical space for data
entry. The menu reappears when existing the record or switching to View mode.
b. Transparent (Gray) Background Around Read-Only Fields – When the record is placed
into Edit Mode, any read-only fields (either due to them being calculated fields, read-
only private fields, or set to read-only via Apply Conditional Layout actions) are
rendered with a transparent (gray) background to note to the user that data entry is not
permitted.
c. Data Entry Control Borders Removed from Non-Focused Fields – When the record is
placed into edit Mode, the borders around the data input controls (e.g. textboxes,
32
dropdowns, listboxes, etc.) are hidden to not interfere with the borders that now
surround each field label/value pair until the user enters the field to make edits, at
which point the border of the control reappears. Exiting the field once again removes
the control border.
3. Validate that column and row spans on questionnaire question fields, fields with advanced
display formatting, report objects, etc. specified in the Application Builder are being honored.
4. Validate that the section in which the Reformat Layout Custom Object (e.g., Layout
Independent Custom Objects) is placed is hidden. (The Reformat Layout Custom Object
includes code which automatically hides the section in which its placed without the need for an
Apply Conditional Layout action to do it.)
5. Repeat the steps above for other layouts where the Reformat Layout Custom Object has been
deployed.
Task 3: Validate Open Content URL Links in New Window Custom Object Functionality
1. Open a record with one or more cross-reference/related record fields present on the layout.
2. Validate that an Open In New Window icon appears after each cross reference hyperlink.
33
3. Click the icon. A pop-up window should appear with the selected in a New Window. The
original browser window should still show the parent record.
4. Without closing the newly opened record, click back on the original browser window and
validate that the icon corresponding to the record opened in the pop-up window is now colored
green.
5. Click on the green icon and validate that the focus is returned to the pop-up window.
6. Close the pop-up window and validate that the icon returns to its default blue color.
34
Appendix A: Certification Environment

Date Tested: December 2022
Product Name Version Information Operating System

Archer 6.11 P1; 6.12 P3 Windows 2019
Chrome 103 Windows 10
35

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Archer® Exchange

Note on Encryption Technologies

Revised: December 2022

Chapter 5: Reviewing the Deployment of the Archer Accessories Objects ................................................ 29

Archer 6.11 P1 15th September 2022

NAME: Remove Layout Objects Custom iView

Chapter 1: Overview of the Archer Enhanced

• Section width limited to 1400px max

• Field names above field value in light gray font

• Row height set at 60px minimum

• Spacing added between rows

• Increased overall field width

• White Background Around fields with Rounded Borders

• Help Icons to the Right of Field Names

• Font Size of Field Content Increased 20% and Semi-Bolded

Key Features and Benefits

Prerequisites (ODA and system requirements)

Network No additional network access is required.

Chapter 2: Archer Enhanced

Chapter 3: Installing the Archer Enhanced User

Step 1: Prepare for the Installation

Step 2: Install the Package

Step 4: Test the Installation

Installing the Package

Task 2: Import the Package

a. From the menu bar, click .

Task 3: Map Objects in the Package

2. In the Actions column, click for that package.

Icon Name Description

objects. The icon is for informational purposes only.

Undo Indicates that a mapped object can be unmapped. This icon is

4. For each object that requires remediation, do one of the following:

Task 4: Install the Package

1. Go to the Install Packages page.

a. From the menu bar, click .

Task 5: Review the Package Installation Log

a. From the menu bar, click .

Chapter 4: Deploying the Archer Accessories

menu.) The Archer Accessories - Layout Management dashboard will be displayed.

Adding the Archer Accessories Layout Independent Custom Objects to Target

3. Click Start Sync Layouts to start the synchronization configuration process.

a. Select one or more Target Modules (Applications/Questionnaires/Sub-Forms) that you

6. Conduct Source to Target Layout Mapping

b. To map Source Sections to Target Sections, either:

the layout outside of any tab sets.

Removing the Archer Accessories Layout Independent Custom Objects Target

5. Select the Target Layouts from Which to Remove Layout Objects/Sections

6. Selecting Layout Objects/Sections for Removal

Chapter 5: Reviewing the Deployment of the

2. From the Manage Applications page, click on any of the Modules

Chapter 6: Validating the Functionality of the

Task 2: Validate Reformat Layout Custom Object Functionality

Appendix A: Certification Environment

Product Name Version Information Operating System

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