Appearances & Views

The Appearances & Views feature in Perfecto ERP enables users to customize the user interface, defining how data is displayed and accessed. It enhances user experience and ensures the system’s alignment with organizational branding and preferences.

Importance:

1. Brand Consistency: Maintain consistency across the ERP system by configuring appearances to reflect the organization’s branding guidelines.
2. User Adoption: Create intuitive views and layouts that resonate with users, improving navigation and usability.
3. Personalization: Tailor the user interface to individual preferences, enhancing user satisfaction and productivity.

Objectives:

1. Branding Alignment: Customize appearances to match the organization’s branding, ensuring a cohesive and professional user experience.
2. Usability Improvement: Design intuitive views and layouts that facilitate easy navigation and access to relevant information.
3. User Satisfaction: Enhance user satisfaction by allowing users to personalize the interface according to their preferences, improving overall user experience.

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Navigation Menu >> Customization Studio >> Metadata >> New/Existing Metadata >> Appearance Rules >> 📄 New

Appearance Structure

Field	Description
Name	Unique name to identify the appearance rule
Priority	Set the priority to apply this rule in case other rules fits same criteria
Appearance Context	Any : The rule will be applicable to any screen type for the declaring type. Detail View : The rule will apply exclusively to detail views of the declaring type. List View : The rule will apply exclusively to list views of the declaring type.
Enabled	This field has three distinct states : Checked : This means that target items can be edited without any other validations or metadata disabling them. Unchecked : This means that the target items are not editable. None : This means that there is no editing effect on the target items.
Visibility	N/A : This means that no visibility effect on the target items. Hide : This means that target items will be invisible. Show Empty Space : This means that target items will be invisible and empty space will be shown in place of hidden items. Show : This means target items will be shown
Font Color	Target item(s) font color to be applied
Back Color	Target item(s) back color to be applied
Font Style	N/A : No font style to apply Regular : Apply regular font Bold : Apply bold style to target item(s) Italic : Apply italic style to target item(s) Underline : Apply underline style to target items(s) Strikeout : Apply strikeout style to target item(s)
Item Type	View Item : The appearance rule will be applied to fields, and in this case, the target items should represent fields. Action : The appearance rule will be applied to the specified action/method. In this case, the target items will have no effect. Layout Item : The appearance rule will be applied to layouts, such as groups or tabs.
Method	Specify the action/method to apply the appearance rule on, applicable only when the ‘Action’ item type is selected.
Target Items	TargetElement: An identifier for an individual target element. The element with the specified ‘TargetElement’ is affected. TargetElement1;TargetElement2: A semicolon-separated list of target element identifiers. All elements listed in this format will be affected. An asterisk wildcard * . This wildcard signifies that all elements are affected. *;TargetElement1;TargetElement2: An asterisk wildcard, followed by a semicolon-separated list of target element identifiers. In this case, all elements are affected, except for those specifically listed.
Criteria	The criteria for which the appearance rule is to be applied. If none is specified, this means that the appearance rule will be applied to all records of the declaring type. Click here to Learn about Criteria

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Appearance Rule in action

Let’s apply some appearance rule to ‘Sales Order’ and see it in action.

Now let’s add extra appearance rule to highlight older orders

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