Enhancing the Left List in Sage X3 V12P37
In this post, we’ll explore how to customize the left list menu in Sage X3—an essential feature that enhances usability across many functions.
For demonstration purposes, we’ll use the Users function (GESAUS) as our example.
This guide will walk you through:
- Identifying the relevant object
- Adding or removing fields
- Reordering columns
- Adjusting preloading behavior
- Defining selection options
- Applying filters and advanced selections
Object Identification
To modify the left list, you must first identify the Object code associated with the function.
Here's how:
- Navigate to the Site Map and hover over the desired function.
- Note the function code (e.g., GESAUS).
- Go to Development > Script Dictionary > Functions (GESAFC).
- Search using the function code and scroll to the Action section at the bottom to locate the linked Object.
Alternatively, pressing Esc + F6 while selecting a field on the screen will display screen details, which can help you identify the object code.
Always verify the object by reviewing its structure to ensure it aligns with the function you're modifying.
Adding or Removing Fields
You can enhance the left list by adding fields from:
- The main (header) table
- Linked tables defined in the object
- Occasionally, custom views (advanced configuration required)
Steps:
- Go to Development > Script Dictionary > Objects.
- Go to the Selection tab.
3. In an empty row, use the lookup to select the appropriate table and field values you wish to add.
4. Save and Validate the object.
Once validated, return to the Users function to confirm the new column (e.g., “Profile Code”) appears in the left list.
Reordering Columns
Column order in the left list is determined by the sequence in which fields are added in the Selection tab. Unlike screen functions, there are no position fields—so insert fields in the desired display order.
After validation, the left list will reflect the updated column arrangement.
Changing Preloading Behavior and Selection Options
To control how data is loaded and sorted in the left list:
Navigate to Development > Script Dictionary > Windows, then open the Browser tab.
Key fields:
- Sign:
- +: Ascending order
- -: Descending order
- Preloading:
- No: No data is preloaded.
- Partial: Loads a subset of data (default).
- Total: Loads all data (may affect performance).
These settings help optimize performance and user experience based on your data volume and usage patterns.
Filters and Advanced Selections
For dynamic filtering without permanent changes, use Advanced Selection and Memos.
To create a memo:
- Click Advanced Selection from the right list under the SELECTION section.
- Choose fields and define values including the use of operators if needed (e.g., ALLACS = Yes, ENAFLG = Yes).
- Click Memo to save the filter or click OK to apply it now.
After clicking Memo you will be presented with additional Memo options:
- Memo Code: A unique identifier for future use.
- Global: Share the memo with all users (unchecked = private).
- Note: If Global option is grayed out, the user isn’t setup to be able to create global entries, configured in user parameters (SELGLO)
To apply a saved memo:
- Click Recall
- Tick “Global” to view shared memos
- Select and apply the desired memo
Your left list will now reflect the filtered data—such as active users with all access codes. You can tailor filters to suit your specific needs.
Lastly, after saving a memo code, it will now be displayed on the right list for ease of access.
Conclusion
Customizing the left list in Sage X3 V12P37 allows you to streamline data visibility and improve user efficiency. Whether you're adding fields, reordering columns, or applying advanced filters, these tools empower you to create a more intuitive and responsive interface.
If you have questions or would like to explore more advanced configurations, feel free to reach out to your business partner or local support group for direction.
Thanks for taking the time to read this blog.
