Alternate ways of displaying PBF Budget Form line item text
The following guide is applicable for customizing SAP Public Budget Formulation (PBF) releases 8.0 and 8.1.
The budget line item text is displayed in a popup box in the standard PBF Budget Form template. This PBF how-to guide describes alternate ways of working with line texts without using popup boxes along with the basic steps to implement these alternate approaches.
The Line Text box can be displayed right below the table (refer to figure 1) where the budget items are maintained with some minor changes to the delivered templates. Other functions such as saving the line text and running a spell-check function on the line text can be retained. Following are the steps that describe how to implement this alternate way of working with line texts.
Table of Contents
Budget Form Template
We recommend that you save and create copies of delivered PBF Budget Form VC template or work on your custom forms. Do not modify the delivered Budget form template directly as your changes will be lost during upgrades.
Saving the Line Text DC
Just like you have your own version of Budget form template, we recommend that you create a copy of line text DC (pbf_line_text) as certain modifications are required in this DC. Alternatively you can refer to this DC and build your own line text model.
VC Model Changes
The major changes are in the MainForm model and there are minor changes in the Line Text model.
Line Text Model
Hide the Close button (refer figure 2) by setting Visible property to false. This button was used to close the popup. Since we won’t use the popup anymore, the close button will not be required. Rename Save button to something like ‘Save Line Text’ to distinguish from overall Save button.
Rename the Save button to something like 'Save Line Text' to distinguish from the overall Save button.
Replace the LineItemTextCtrl model (refer to figure 3) with the custom line text model. This can be done by dragging and replacing the relevant custom model from Source Control.
Move this component out of the popup box UI and place it directly in the MainForm area as shown in figure 4.
Delete the Line Text button on each of the tables that was used to open the line text popup.
Set the visibility property of lthe ine text control so that it is only visible when certain tabs are selected. For example, setting shown in figure 5 will display the line text box on Revenues tab only.
Create a new Data Share (LineTextDataShare) and map the output of show-text signal from each of the tabs to this new Data Share. Create another mapping from LineTextDataShare to the Edit signal of Line text control and set the action to *mode-changed. Make sure you pass all the parameters just like they are passed in the existing mappings to Edit signal. Refer to figure 6 for more information.
This step is necessary to ensure that whenever the mode is changed to display or edit, the line text control is initialized again to reflect the mode change action.
Go to Layout mode and adjust the position of the line text box. You can place it below the tab view as shown in figure 7.
You can also place the line text box right next to the Budget items table as shown in figure 8. Follow the next steps only if you want to display the line text box next to the Budget item tables.
For using the layout shown above, place additional Line Item Text controls in each of the tabs where it is needed and create new mappings. Refer to figure 9 for an example showing how this can be done for the Revenue tab.
Set the internal layout of the tab to ‘Horizontal Flow’ by right-clicking on the tab as shown in figure 10.
Adjust the size of the table layout, the Line Text control and the text box inside Line Text control as required. By default the size will be set to 50-50 but this can be adjusted as shown in figure 11.
If you do not see a success message after clicking the ‘Save’ button on the line text box, search for PBF notes that address this issue.